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發表於 09-1-2 17:47 |只看該作者 |倒序瀏覽 |打印

Happy New Year

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# 52 大快活

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Andywoofung

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發表於 09-1-2 17:48 |只看該作者

新一年又到了!
祝大家事事順利
身體健康

# 52 大快活

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Andywoofung

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發表於 09-1-2 17:54 |只看該作者

雖然討論會在08年11月成立不足1年,但希望有您們繼續支持邁向09年,10,11.....努力!

# 52 大快活

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summichalle

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發表於 09-1-2 18:45 |只看該作者

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0906

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認識瑞士牛牛第一回

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發表於 09-1-2 19:09 |只看該作者

i will be here

happy new year

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發表於 09-1-2 20:02 |只看該作者

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!

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0906

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認識瑞士牛牛第一回

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發表於 09-1-2 20:07 |只看該作者

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.

原帖由 c-wong 於 09-1-2 20:02 發表
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 go ...

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發表於 09-1-2 22:12 |只看該作者

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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發表於 09-1-2 22:29 |只看該作者

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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0906

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發表於 09-1-2 23:01 |只看該作者

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 :>

原帖由 c-wong 於 09-1-2 22:12 發表
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 laz ...

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