The stock market is just a money game. Hot money flow in, the stock value go up, Hot money flow out, the stock value go down.
The value in stock market is just an illusion. Confidence support the stock market to go up, Panic cause the market to crash.
Now is time to exit from the market, do not try to time the rebounce when the confidence has lost in the stock market & for the world economy.
The market will become ugly when the funds start to sell down !
Monday, August 08, 2011
Tuesday, June 28, 2011
Timing & Risk! Risk! Risk!
Equity & Property investment is all about Timing! Timing! & Timing!
The timing for equity investment now is bad. The chances for winning is so low that investor should just forget about shares now. Better to enjoy Movie/TV, traveling or Reading.
The risk is much higher now, you have global financial problem to worry like Euro zone & US debts problem.
You have property burble in HK & China to worry.
You have property burble in HK & China to worry.
In Malaysia, the investment risk is not much better, due to political fights between PKR & UMNO & Economy slowing down in 2012-2013.
Now we have witness how the entire Govt mobilize the forces to attack the organiser of 'Bersih 2.0', this political drama & HEAT between UMNO & Pakatan Rakyat will get worsen when the next 'General Election' just around the corner, by this YEAR END.
Now we have witness how the entire Govt mobilize the forces to attack the organiser of 'Bersih 2.0', this political drama & HEAT between UMNO & Pakatan Rakyat will get worsen when the next 'General Election' just around the corner, by this YEAR END.
Thursday, June 23, 2011
Market News for Ho Hup Construction & Lion Ind.
This week we have 2 market news, one is Ho Hup Construction and the other one is Lion Ind.
My friend has told me that his friend ask him to buy Ho Hup because they has won a legal case that they can now to develop a land in KL that worth billions.
It's important to note that, yes! they has won the case, but this is only for the termination of the joint venture, not an extra land suddenly given to them, the land is always in their book, & most importantly this does not alter the fact that Ho Hup is still a -20 sen shareholder's fund PN17 company. Do you want to use 0.80 to buy a negative NTA PN17 company ?
A BIG NO! NO!
For Lion Industries, The news of Baosteel being a strategic partners is indeed a Very Good News for Lion Group. Investment from Baosteel will instantly solve partially of the Financial problem faced by Lion Group and unlock the value inside Lion Ind. As we all know Lion Ind hold most valuable assets under the Lion Group of companies.
If you buy under the current price of 1.80, you will not lose much if Baosteel investment not materialise, But you definitely will gain more than 30% once the deal is confirm.
I believe the chances is high now because William Cheng has not much choice, he need a white knight urgently.
My friend has told me that his friend ask him to buy Ho Hup because they has won a legal case that they can now to develop a land in KL that worth billions.
It's important to note that, yes! they has won the case, but this is only for the termination of the joint venture, not an extra land suddenly given to them, the land is always in their book, & most importantly this does not alter the fact that Ho Hup is still a -20 sen shareholder's fund PN17 company. Do you want to use 0.80 to buy a negative NTA PN17 company ?
A BIG NO! NO!
For Lion Industries, The news of Baosteel being a strategic partners is indeed a Very Good News for Lion Group. Investment from Baosteel will instantly solve partially of the Financial problem faced by Lion Group and unlock the value inside Lion Ind. As we all know Lion Ind hold most valuable assets under the Lion Group of companies.
If you buy under the current price of 1.80, you will not lose much if Baosteel investment not materialise, But you definitely will gain more than 30% once the deal is confirm.
I believe the chances is high now because William Cheng has not much choice, he need a white knight urgently.
Friday, June 10, 2011
人人讀商科 文化必低落
人人讀商科 文化必低落 | 2011年6月10日 |
【明報專訊】近來的股市像吃了瀉藥一般，不停下跌，真是黃腫腳不消提了。我也沒有興趣看股票機，所以根本想談股票也無從談起。有一條幾準的線叫我買時富金融(0510)，我也沒有落搭買入。因為在今日這種氣氛之下，實在還不適宜買股票。
那天同友人聊天，說起近來要搞的通識教育，我脫口而出：「這實在是一團混帳！只有完全沒有知識的蠢豬才能想得出來！」整個政府似乎沒有人知道什麼是通識教育，卻要推出這一科目，是不是沒有知識的蠢豬呢？
現不適宜買股票
其實，在傳統的教育制度，小學學的是語文能力和四則運算等等基本生存技能，中學學的文史數理化、地理經濟諸般科目，就是通識。所謂的「通識」，就是一些文化性和知識性的科目，什麼都學一點點。一些大學的通識科目，豈不就是科學概論、文學欣賞、藝術欣賞之類？
換句話說，中學本來教的就是通識，教育局是不是還有必要，另設一個通識專科出來呢？當然了，在以前，好的學生不是讀文科，就是讀理科，只有那些成績中下的，才會去讀商科，但是在現在，個個都去讀商科了，狀元盡在恒生商學院。個個讀商科的後果是什麼呢？就是整個社會的文化水平低落。這就是現在香港的狀——從高官到學生，都沒有知識，所以造成了一個反智的社會，這是互為影響的。
撰文：周顯
Tuesday, May 24, 2011
This Rally Has lose it's Strength, Rainy Day ahead.
The world & regional market all has lose it's STRENGTH.
The chances of going down is higher now & reducing the equity position is more appropriate.
Wednesday, April 20, 2011
The BULL Has Come Back
The market has once again showing some positive sign !
After S&P highlighted the negative prospect for the US dollar, more fund will dump the US Bond &
move to various assets class in Asia, more will go to South East Asia. ( Malaysia included )
We will see Regional & Malaysia stock market going up again ! Cheer!
Property, Plantation & Timber counter will be leading the way up,
2nd & 3rd liner, warrants & penny stock should be the best bet at this time when all blue chips counter is very much overvalued.
After S&P highlighted the negative prospect for the US dollar, more fund will dump the US Bond &
move to various assets class in Asia, more will go to South East Asia. ( Malaysia included )
We will see Regional & Malaysia stock market going up again ! Cheer!
Property, Plantation & Timber counter will be leading the way up,
2nd & 3rd liner, warrants & penny stock should be the best bet at this time when all blue chips counter is very much overvalued.
Thursday, April 14, 2011
促泰益勿坚持连任输掉砂政权
促泰益勿坚持连任输掉砂政权
马哈迪批柏特拉影响博客信誉
马哈迪批柏特拉影响博客信誉
 | 李龙辉 2011年4月14日 上午 11点39分 |
即时新闻
砂州选举进入倒数阶段，虽然砂州首长泰益玛目已宣布将在两年后退位，但是前首相马哈迪仍不忘提醒泰益应从历史中学习，以免因本身坚持连任而输掉州政权。
曾在位22年的马哈迪更以不点名的方式举例说，曾有一名州务大臣同样因为坚持想要连任，结果在州选时落得输掉州政权的下场。
“我们应从历史中学习，曾有一名州务大臣坚持要连任，结果输掉整个州。”
马哈迪今日在一场记者会上说，“如果你从错误中学习，你便不会重蹈覆辙。”
砂州选举进入倒数阶段，虽然砂州首长泰益玛目已宣布将在两年后退位，但是前首相马哈迪仍不忘提醒泰益应从历史中学习，以免因本身坚持连任而输掉州政权。
曾在位22年的马哈迪更以不点名的方式举例说，曾有一名州务大臣同样因为坚持想要连任，结果在州选时落得输掉州政权的下场。
“我们应从历史中学习，曾有一名州务大臣坚持要连任，结果输掉整个州。”
马哈迪今日在一场记者会上说，“如果你从错误中学习，你便不会重蹈覆辙。”
Friday, April 08, 2011
比亞迪是英雄吃眼前虧
比亞迪是英雄吃眼前虧 | 2011年4月8日 |
比亞迪的前途，根本不在電動車，因為電動車在市場還未成形，有如在上世紀三十年代的氫氣飛船，全都只是試驗品。要玩一種市場上的新產品，絕對不是經營模式，更不能視為投資。
比亞迪的成功，是它打進了汽車市場，在市場上佔了一席位。這市場強者環伺，比亞迪的資金又不算多，能夠在短短時間打到今日，王傳福毫無疑問是天才。
一個天才，打敗了一次仗，算得上什麼？通常，天才戰敗了之後，獲得的是經驗，以後將會更強。蘋果電腦的喬布斯豈非也打敗過大仗？結果還不是變得比以前更強？
一兩年後 將是值得低吸股
現在比亞迪的情，是重整旗鼓，勵精圖治，一般來說，需要一兩年的時間來重組，然後重新上路，再見到亮麗的利潤增長時，大概又要一年。所以這股票暫時是不沾手的。但如果在一至兩年後，又遇上了股災，它將會是最值得趁低吸納的股票。不過那時巴菲特可能會加注。
現在的分析員看公司，是很短視的，甚至是「狗眼看人低」。一個英雄打了一場敗仗，是少不免會發生的事。很多富豪在發財之前，都曾經輸過，劉鑾雄在87年和97年都輸過錢，但現在卻是福布斯香港第五大富豪。現在的王傳福只是打了一場小敗仗，已遭人大力踩低了。這種態度，是人格的問題，這正如一個朋友失敗了，如果他有實力，我有信心，他一定會再起來的。
撰文：周顯
Monday, March 28, 2011
有懷疑 ,現金
有懷疑 現金 | 2011年3月28日 |
【明報專訊】先說說我的一些愛股。友邦保險(1299)終於有了突破，我的看法一直維持不變，認為它會升上30元以上，並且列入成分股，所以暫且不用理會。至於我的另一隻愛股和黃(0013)，我一直認為它會突破100元，但因在95元的位置突破了好幾次，好像沒有什麼力，如果這一次都穿不了100元，可能便要止賺了。但現時仍在觀察中。
和黃再升不穿100元 便止賺
以上策略，是我相信自己的分析，但當分析和技術走勢背馳時，我便只有放棄了自己的分析。這就是「有懷疑，現金」。
那天和朋友白戶則道吃中午飯，他說現時新入行的經紀均人手一本《炒股密碼》，尤其是近來時興炒供股，大家都在研究書中供股的那一段。他的結論是﹕經紀考試應該把《炒股密碼》列入課程。我聽後大笑。
又，白戶說，《炒股密碼》已有了內地翻版，而且改了一個非常騎呢的名字，我聽罷馬上忘記了。
我的新書《碳六十之劍》大結局剛剛出版了，此書寫了十多年，終於沒有爛尾，實在是一件可喜可賀的事。我當然認為這是一本驚天地泣鬼神的著作。我同一些樓上書店的老闆談過，都說這書一直不斷有人購買，所以銷量應該是不愁的。完成了這故事，我的噩夢(不停的夢到本書爛尾)應該也會告一段落了吧。
撰文：周顯
Monday, March 07, 2011
20110227 超級星光大道 9.李佳薇:三天三夜
This period is full of uncertainty, no point go in the stock market & take risk when the chance of winning is slim.
Take a good rest & listening to good music, perhaps this is the best time for entertainment.
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