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c-wong


伯爵府

積分: 15999


1#
發表於 09-1-2 20:02 |顯示全部帖子
Happy New Year and hope everyone earn more!

Today gained $500, hehe, using 30k investment principle 3 days ago. Again, my hubby said I am silly 'playing stock' this way, return is so small.

I am going to spend this $500 tonight in Toys'r'us buying toys for my NB BB. Toys'r'us is doing 'buy 3 get 1 free' promotion just today!
私人傳訊

c-wong


伯爵府

積分: 15999


2#
發表於 09-1-2 22:12 |顯示全部帖子
hey, u should earn more than $500 if you sold at 0.83-0.85. I also sold 10000 268 at $0.85, earned $330 after less charges, sold 2000 762 (one of my fav stocks) and gained $230. Haha....

I am a lazy mummy, I only take care of my baby 1 hour out of the 24 hours, I just leave her to my super maid.

I will also buy 268 again if it drops to 0.78, I think it's easy to stir fry as it's stock price these days are always in between 0.77-0.83 in a day.

原帖由 0906 於 09-1-2 20:07 發表
haha, I gain $500 too as I sold 268:>
Hope can buy back soon.
Your got a NB baby, take you a lot of time to take care, still have time to play stock ka, super.

[ 本帖最後由 c-wong 於 09-1-2 22:14 編輯 ]
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c-wong


伯爵府

積分: 15999


3#
發表於 09-1-2 22:29 |顯示全部帖子
just read an email written by an analyst from CLSA abt Kingdee 268 (NOT GOOD NEWS). I have underlined the major points:

Event: Change of CEO
- Kingdee announced that Mr. Brett Ho has stepped down as the CEO effective from 31 December 2008. But he will act as a non-executive director and Chief Strategy Consultant of the company.
- Mr. Ho played the CEO role in the past two years. Previously he has abundant working experience in various global software companies such as Sybase, Oracle and Siebel. He also served as the CEO of UFIDA (Kingdee’s main competitor) in 2002-04.
- The official reason of his resignation is “personal health and family reasons”. But I think Mr. Ho's performance may not meet the target. Not he is the most expensive professional manager in China's software industry.
- Kingdee's 2H08 performance, especially the peak season sales (i.e. Nov-Dec), would be lower than market expectation due to economics slowdown and potential VAT policy change in China (which cause customers to delay purchase to 2009). Please refer to the attached report for our earnings forecast revision.
- Mr. Robert Xu, the founder and chairman of Kingdee, will take over the CEO position. Mr. Xu was the CEO from 1991 to 2006. He led the company to achieve 27% revenue cagr and 28% earnings cagr over 2001-06. Mr. Xu is also the key man of Kingdee’s ERP software product due to his strong technical background. He will remain as the chief software architect of the company.
- We don’t expect Mr. Ho’s resignation would have significant impact on Kingdee’s product and sales strategy due to the strong leadership and track record of Mr. Xu. But this news could create share price volatility in the near term.
- The stock now trades at 6.4x 09 PE, the low end of its eight-year trading history. This implies a 57% discount to its domestic competitor UFIDA and a 43% discount to its global peers. Its forecast 18% earnings cagr over 2008-10, strong balance sheet and cash generation ability would also be the cushion for share price. Maintain O-PF rating and DCF-based TP HK$1.08 (equivalent to 8.3x 09 PE).
______________________________________c-wong's personal opinion:
Kingdee is trading at 6.?x PE, other HSI big stocks are trading at 8x PE. Prefer other HSI big stocks than Kingdee if the PE does not differ much. Anyway, will keep on looking at this stock, but will not invest too much since volatility may be high. My hubby is looking at below $0.7
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c-wong


伯爵府

積分: 15999


4#
發表於 09-1-2 23:32 |顯示全部帖子
原帖由 0906 於 09-1-2 23:01 發表
no la, this morning I set at 0.82 and sold it, after sold it keep up law.
I buy and sell 2 time for it la, 0.78 buy and 0.82 sell, both time also, so 2 time profit is just over 1000:>
Thanks :>


Congrats of earning 1k in such a short time!

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c-wong


伯爵府

積分: 15999


5#
發表於 09-1-5 10:46 |顯示全部帖子
will not buy anything, just want to sell 1 lot of #5 bought by mistake (want to buy 1 lot on that day, but set 2 lots).

also want to sell my remaining #268 (10,000 bought at 0.86, now 0.87).
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c-wong


伯爵府

積分: 15999


6#
發表於 09-1-5 16:48 |顯示全部帖子
原帖由 0906 於 09-1-5 10:07 發表
good morning, today rise a lot, maybe nothing good to buy.
Hope I can sell out my 308 as it back up to my buying price now:>


hv u sold your 308? I sold 1 lot of #5 at 77.5 purchased at 76.65. earned abt $40 after less charges, haha. i don't want to hold #5 la as stock price no potential to rise.

will not buy any more stock now unless HSI drops 700-1000 on 1 day.
私人傳訊

c-wong


伯爵府

積分: 15999


7#
發表於 09-1-5 17:06 |顯示全部帖子
I am very worried that stock will collapse quickly since it rose so much these 2 days. Just like in the past ' rise quick, drop quick'. Hope rise 1 more day (tmr) so that I can sell more stock la.
私人傳訊

c-wong


伯爵府

積分: 15999


8#
發表於 09-1-5 17:49 |顯示全部帖子
原帖由 Andywoofung 於 09-1-5 17:41 發表


唔,有你自己獨立見解,相信會有成果


no ah, i always have no 成果, because i don't hv the guts. when i bot the stock, it drops, it then bounces back to my purchase price, i will sell, so never make big money. u can see i always make a few hundreds each time, not like many of u 4-5 digits each time.

i trade antiques, the earnings of antique trading cover the losses of my stock and foreign currency. so my hubby asked me to continue my antique trading and not to touch on stock.
私人傳訊

c-wong


伯爵府

積分: 15999


9#
發表於 09-1-5 18:32 |顯示全部帖子
原帖由 Andywoofung 於 09-1-5 17:52 發表


當然大家都想股市大跌,我們可以汁平貨,但係到現在仍然保持強勁動力,最壞時刻是否過去呢?真的唔知....
所以估計最壞時刻應該留意2月至3月份業績,以及(好似)4月份大小非解禁? ...


hope can 保持強勁動力 as I still have crab stock and funds + MPF. I will definitely withdraw all these out if HSI reaches 18000 pts albeit still making losses.

anyway, it's just a dream. i certainly believe it's still a bear market. HSI does not reflect trully the bad econ. HSI normally 'walks faster' than the real econ half a year. Umeployment rate reflects the true picture of the econ. It will rise from 3.x% Q4 08 to 5.x% this year.

the worst to come is late Q1-Q3. Many factories will close down. The factories which still exist have their purchase orders received several mths ago, new PO lessen from Q4 2008.

again, i m very very pessimistic on the econ. still a long way to go. of course even in bear mkt, there can be ups and downs (like HSI 10000-15500), but still it's a bear mkt.
私人傳訊

c-wong


伯爵府

積分: 15999


10#
發表於 09-1-6 12:15 |顯示全部帖子
suddenly drops more than 100 pts.

sold 2888 earlier this morning and earned $400, better than nothing.
私人傳訊

c-wong


伯爵府

積分: 15999


11#
發表於 09-1-6 12:17 |顯示全部帖子
原帖由 Andywoofung 於 09-1-6 11:42 發表
而家覺得基金佬續步入市,所以跌唔落


Yes, most likely. But I also know 基金佬 (incl ABN, funds of funds houses + fund houses) selling shares. Nightmare will come again soon!

[ 本帖最後由 c-wong 於 09-1-6 12:19 編輯 ]
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c-wong


伯爵府

積分: 15999


12#
發表於 09-1-6 12:33 |顯示全部帖子
LAU used to be here very frequently, but now does not post on BK often. Maybe busy taking care of her family.
私人傳訊

c-wong


伯爵府

積分: 15999


13#
發表於 09-1-6 15:42 |顯示全部帖子
原帖由 車.人. 於 09-1-6 15:25 發表
andy

問下你, 我#5 77.55入, 見無咩起色, 想蝕賣, 好唔好呀


same ah. i bot 3 lots last mth at $85, $77.7, $76.65. I sold the $76.65 at $77.5 yesterday. I want to sell the remaining. But since the market is doing quite good (although #5 no rise power), I will wait for a few more days before considering to sell. I believe it will drop to or under $70 later.
私人傳訊

c-wong


伯爵府

積分: 15999


14#
發表於 09-1-7 10:46 |顯示全部帖子
PCCW recommend buy. 1/2 chance to rise to $4.5 in early Feb. As most of you know, they are under the process of privatization, if successful, it will most likely rise to $4.5 or above.
私人傳訊

c-wong


伯爵府

積分: 15999


15#
發表於 09-1-7 11:09 |顯示全部帖子
原帖由 0906 於 09-1-7 11:07 發表
hay hay c-wong268 0.92 now la


i sold my last lot just now at 0.9. but only gained $150 because I bought only 10000 at 0.86.

this stock is not cheap to buy, as said PE already 6.x and other HSI big stocks only 8.

however, will buy again if it drops below 0.8.
私人傳訊

c-wong


伯爵府

積分: 15999


16#
發表於 09-1-7 11:16 |顯示全部帖子
Good morning! Any 'sum shui' what to buy today?
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c-wong


伯爵府

積分: 15999


17#
發表於 09-1-7 11:50 |顯示全部帖子
268 now 0.97!!

LAU, did u sell? U can gain lots of $ if you sell now.
私人傳訊

c-wong


伯爵府

積分: 15999


18#
發表於 09-1-7 12:51 |顯示全部帖子
原帖由 lau 於 09-1-7 12:21 發表
止賺左@0.96 執12,000


congrats!!! so happy for u!

any 'sum shui' today?
私人傳訊

c-wong


伯爵府

積分: 15999


19#
發表於 09-1-7 15:29 |顯示全部帖子
Bought 2988 at $2.15 and 728 at $3.02.
私人傳訊

c-wong


伯爵府

積分: 15999


20#
發表於 09-1-7 15:44 |顯示全部帖子
原帖由 lau 於 09-1-7 15:37 發表
正想叫你地買豬買狗都唔好買#3988 (你係咪打錯呢!), 呢隻野重慢過蝸牛...


yes ah, 3988. yes, realised it 重慢過蝸牛, haha, anyway, put here longer term if it drops or no rise. not much risk ma

3988 price drops for a few days, in the past few days, price was in between $2.2-2.5. Put for longer term and hope to get a 5-10% profit.

if there are good news from china, this will rise too ma. but if there are bad news, this stock will not drop a lot.

[ 本帖最後由 c-wong 於 09-1-7 15:46 編輯 ]
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