我有d 蟹貨貴入左, 但係本身都唔係全部唸住抄ka, 想大家比d 意見;
939 $8.13, 10000手
2866中海集運 $6.7, 5000手
2628中國人壽 $49.5, 1000手
1919 遠洋 $24, 4000手
你地點睇ar ????
做左隻蟹, 想大家比d 意見
2007-12-13 11:41 pm
回答 (9)
2007-12-14 12:40 am
✔ 最佳答案
939 是國內按揭值最大的龍頭銀行，但短期受制於宏調政策，但建行目前進行多項拼購： 如已 100% 收購 美國銀行(亞洲)、近傳收購美國投資銀行貝爾斯登 20% 股權，目的就是走出去，要國際化，所以中長線仍然樂觀。2628 壽險股王，得亞爺眷顧，所以能獨霸中國壽險市場，宏調加息，佢最得益，因擁有大量現金，要不斷為資金找出路，如已入股美日保險集團，近傳亞爺安更拉線 入 股 20% 農業銀行股權，進軍金融業，近日股價只是受外圍影響。
至於兩隻航運股，因近期有報告指出，波羅的海乾散貨綜合運費指數(BDI)將於今年第四季達到高峰，但隨著全球多個主要港口擠塞問題獲得解決及市場對美國經濟前景的憂慮，預計2008年至2010年BDI將逐步回跌。如果預測正確，航運業務在未來 3、4年都會下降，冇乜運行，李先生都已沽清存貨了。
(利益申報：持 30000 股 939 ，平均價 $7.7)
2007-12-14 8:15 am
我也有(2866)中海集運＄6.79入，本來想放長線既，但宜家都開始有點惊，今日仲跌穿5蚊都唔知止唔止蝕好，唔知幾時先會上番8蚊呢？都係再睇嚇先吧。
2007-12-14 7:30 am
HI.我就覺得你有排坐！祝你好運Ia.... 2628$49.5高位要等到08奧運先有起色！最有升值能力ｏ2866$6.7高位買聽講話會到3.0先有支持！！可能要到09年先有起色ｏ939健行 睇落會上升至9-10$但也有大行會出貨一定又要等收習唉！！！1919$24.0都幾好但得4000都兼吾回上面3隻！！！！我就比較睇高一D 因為在二日大跌期都有大手追入！QDII有追貨（我睇）嚟咗4隻QD都會追入 我睇最多等到新年假會上$35 昨晚有人講會落到$18/19我都有小小驚好彩$20.35時有高人大手追貨上$21.90都無咁驚............我都有貨在手.........祝 北水早日到港。
2007-12-13 23:57:41 補充：
優質股可改做長線..............如吾等錢洗..........比D時間等下....大戶好快會做嘢..........
2007-12-13 23:57:41 補充：
優質股可改做長線..............如吾等錢洗..........比D時間等下....大戶好快會做嘢..........
2007-12-14 4:19 am
固言而之, 全部沽出, 保持現金為上算.
2007-12-14 1:56 am
2866真是跌了很多
若真的跌到$2個几
買些都無妨
但我抽到那只368
會變成什樣
若真的跌到$2個几
買些都無妨
但我抽到那只368
會變成什樣
2007-12-14 1:47 am
我手上都有2866中海集運,因之前賺過它錢,便於高位10.66又再買了,
後來跌至8.89又再買,今天有新聞說它中線會跌至2.9幾,但~我都不打算放,
因為一放了便只有蝕路一條,唯有改為長線投資吧,最壞打算再放多一,兩年,
反正又不是用急錢去買的,買得股票都預了會升會跌的,不是嗎???
再說中海集運也不是沒實力的股,我不太擔心.
後來跌至8.89又再買,今天有新聞說它中線會跌至2.9幾,但~我都不打算放,
因為一放了便只有蝕路一條,唯有改為長線投資吧,最壞打算再放多一,兩年,
反正又不是用急錢去買的,買得股票都預了會升會跌的,不是嗎???
再說中海集運也不是沒實力的股,我不太擔心.
參考: myself
2007-12-14 1:13 am
若是我, 我希望明日有反彈之時, 沽 #2866 & #1919.
而 #939 & #2628 可 中長線持有, 目標價 $10 & $53. 可再買入, 我今日也有入貨. 雖然現在坐艇(蝕$$), 但最重要是快艇, 可快上岸.
中央政策不是主力打擊中資銀行股及保險股. 而次按對 #939 & #2628 沒有大大的影響, 幸好你不是入 #5 & #3988 .
本人也持有 #939 & #2628.
以上之言論乃個人意見
而 #939 & #2628 可 中長線持有, 目標價 $10 & $53. 可再買入, 我今日也有入貨. 雖然現在坐艇(蝕$$), 但最重要是快艇, 可快上岸.
中央政策不是主力打擊中資銀行股及保險股. 而次按對 #939 & #2628 沒有大大的影響, 幸好你不是入 #5 & #3988 .
本人也持有 #939 & #2628.
以上之言論乃個人意見
2007-12-14 12:33 am
Hello,
Here is my advice, but it is only my opinion.
I think u should sell 2866 and 1919, or at least one of them, because the prices for 1919/2866 have got up a lot, and the field (Ship transportation) have reach their peak and they will keep falling, this is why many big investors like Lee Ka Shing, JP Morgan had sold their 1919. The lowest price for 2866 within 58 weeks is $1.3 and the highest is $13. I think u should consider moving to another field.
390 is a very big national company, the price has just started to rise, if u hold it for long term, u will gain quite a lot and it is safer. U can consider buying it at around $8
Apart from that, I think u should keep 939 and 2628.
I hope my opinion can help u to form yr own decision.
Here is my advice, but it is only my opinion.
I think u should sell 2866 and 1919, or at least one of them, because the prices for 1919/2866 have got up a lot, and the field (Ship transportation) have reach their peak and they will keep falling, this is why many big investors like Lee Ka Shing, JP Morgan had sold their 1919. The lowest price for 2866 within 58 weeks is $1.3 and the highest is $13. I think u should consider moving to another field.
390 is a very big national company, the price has just started to rise, if u hold it for long term, u will gain quite a lot and it is safer. U can consider buying it at around $8
Apart from that, I think u should keep 939 and 2628.
I hope my opinion can help u to form yr own decision.
2007-12-13 11:45 pm
幾好呀~~~~~~~~~~~~~~
你要啦~~~
你要啦~~~
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