Saturday, June 14, 2014

曾渊沧博士-股市资讯专栏 13.06.14 -宜暂离股市,安心看世界杯吗?

宜暂离股市,安心看世界杯吗?
曾渊沧博士专栏 | 2014年06月13日

欧洲中央银行宣布减息,存款利息更是减至负利率。换言之,欧洲各商业银行存款于欧洲中央银行的钱不但没有利息收入,还得付“保管费”。很明显地,这是下重药以救欧洲经济,以负利率来逼所有的商业银行尽可能把手上的余钱全部用来购买欧元国债以刺激经济。欧洲中央银行也扬言,随时会推出美国式的量化宽松(QE)政策。实际上负利率已经是欧式量化宽松的手法,欧美异曲同工。

Friday, June 13, 2014

曾淵滄專欄 13.06.14:雙馬概念炒味十足

恒指好淡雙方依然勝負難分,近日成份股走勢就如昨日沈大師所言,是輪流托,輪流壓,又托又壓。昨日沈大師又說,近日期權引伸波幅處於低位,因此你若想賭,是可以考慮買一手Call輪及一手Put輪,希望能開單邊爆升或爆跌,我自己的猜想是爆上的機會大一些,理由在之前的文章中已提到。

雙馬概念股的確有炒作條件,其中真真假假,也不易分辨,昨日,TOM集團(2383)第二次炒起,第一次炒起是TOM宣佈與中國郵政合組公司,這一次炒起是中國郵政成了雙馬概念股,TOM有沒有份呢?似乎仍未很清楚,不過,有概念就可以炒了。

Monday, June 9, 2014

Riverstone -Global leader in the high barriers-to-entry (UOBKH)

Riverstone Holdings (RSTON SP)
Share Price S$0.90
Target Price S$1.14
Global leader in the high barriers-to-entry, premium-priced cleanroom segment

BACKGROUND
Riverstone Holdings (Riverstone) is a leading manufacturer of customised healthcare gloves and a global supplier of high-tech cleanroom gloves with an estimated 60% share in the hard disk drive (HDD) market. It also produces other cleanroom consumables. Currently, Riverstone operates five manufacturing facilities in Malaysia (three), Thailand (one) and China (one), with a combined annual production capacity of 3.1b gloves.

Sunday, June 8, 2014

Singapore Post - Implications of e-commerce proliferation (UOBKH)

Singapore Post -
Share Price S$1.635
Target Price S$1.73
Implications of e-commerce proliferation

BACKGROUND
Singapore Post (SingPost) is transforming from a traditional postal operator into a regional leader in e-commerce logistics and trusted communications. While it continues to hold an estimated market share of over 90% in Singapore mail, it has also aggressively strengthened its regional logistics presence which places it in a prime position to advance to the next level. Tapping on the e-commerce trend by delivering end-to-end solutions, SingPost has set itself a step ahead of its peers as it reinforces its long-term sustainability.
Warren E. Buffett(沃伦•巴菲特)
Be fearful when others are greedy, and be greedy when others are fearful
别人贪婪时我恐惧, 别人恐惧时我贪婪
投资只需学好两门课: 一,是如何给企业估值,二,是如何看待股市波动
吉姆·罗杰斯(Jim Rogers)
“错过时机”胜于“搞错对象”:不会全军覆没!”
做自己熟悉的事,等到发现大好机会才投钱下去

乔治·索罗斯(George Soros)

“犯错误并没有什么好羞耻的,只有知错不改才是耻辱。”

如果操作过量,即使对市场判断正确,仍会一败涂地。

李驰(中国巴菲特)
高估期间, 卖对, 不卖也对, 买是错的。
低估期间, 买对, 不买也是对, 卖是错的。

Tan Teng Boo


There’s no such thing as defensive stocks.Every stock can be defensive depending on what price you pay for it and what value you get,
冷眼(冯时能)投资概念
“买股票就是买公司的股份,买股份就是与陌生人合股做生意”。
合股做生意,则公司股份的业绩高于一切,而股票的价值决定于盈利。
价值是本,价格是末,故公司比股市重要百倍。
曹仁超-香港股神/港股明灯
1.有智慧,不如趁势
2.止损不止盈
成功者所以成功,是因为不怕失败!失败者所以失败,是失败后不再尝试!
曾淵滄-散户明灯
每逢灾难就是机会,而是在灾难发生时贱价买股票,然后放在一边,耐性地等灾难结束
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