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Showing posts from May, 2015

越卖越心痛

久违了的越卖越心痛又回来了,哈哈哈,最近开始把Margin 买的股套利,安全第一,结果每次一卖,第二天就大起,很久没有这种感觉,感觉一点都不好受。

到底牛市是不是已经去到了尽头?

我不知道,但股市最近的波动,加上我本身触觉,说真的,我确实感到不安,所以才开始减持 Margin 的股票。

少了 Margin 的股票,就算是熊市到来,我相信我还能安然度过,至少,晚上还能睡得好。

~乡下佬~
20.05.2015

Padini 2015 3Q Report

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Year-on-year, revenues for the quarter under review have risen by about 29.6% (RM64.8million). This was mainly due to the longer Chinese New Year shopping season available this year. Further to that, there was an additional 7 Brand Outlet Stores and 6 Padini Concept Stores that were opened after the end of the previous year’s corresponding quarter contributing to the revenues of the quarter under review.

虽然说是新年的贡献,但以这样的环境还有这样的业绩,算是不错了。

下一季应该能看到 GST 的影响,估计不会比这个季好看。

~乡下佬~
20.05.2015



JCY International Berhad

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另一家受惠于美金走强的公司,这家公司主要是生产 Harddisk 零件。

Harddisk 啊,听起来就感觉很多人没有用了,哈哈哈,所以,JCY 在 2013 年进入了亏损业绩。

经过一番努力,JCY 在 2014 年开始转亏为盈,公司很努力地减低成本,自动化生产系统,一系列的改革开始见效。

Western Digital 和 Maxtor 都是它的客户。

2015 年上半年,业绩倾向好的一面,那下半年如何?

Original Design Manufacturer (ODM) shipment numbers released recently for the 31 March 2015 quarter continue to reveal softness in PC builds with output down slightly compared with the shipment number in the previous financial quarter. However, enterprise shipments are expected to recover in the second half of the year on increased demand from traditional storage/server vendors as well as hyperscale companies.

The Sony Playstation 4 finally commenced selling in China towards the end of March 2015 and the prospective PC refresh cycle resulting from Windows 10 may help to improve HDD shipments for the second half of 2015. The demand for cloud infrastructure and enterprise applications will continue to make up for the reduction in PC shipments.

The recent appreciation of the US Dollar relati…

跟风

自从 CIMB 有了 30 大股东搜索功能,大家很轻易就能搜索到这方面的资料,结果是,冷眼的名字就变成了搜索的重要字眼之一。

要知道,每个人都有自己的一套投资方式,冷眼前辈也不例外,他有自己的买入条件,有自己的卖出条件,而且我相信他依照这个方式让他赚取了非常可观的财富。

但,你不是他,你的承受力,分析力,财力都不及冷眼前辈,要跟着他买卖,谈何容易。

冷眼前辈的方式是他自己经验累积出来的方式,并不是那么容易模仿,虽然冷眼前辈选中的股很多都让他开翻,但不要忘记,他有很多股也做了止损的动作,当中包括 Ivory, Johotin, Yee Lee 等。

与其去跟着前辈走,不如参考和学习他的方式,把他的选股条件,买卖法则融入自己的投资方式里,那不是更加有益处?

~乡下佬~
15.05.2015

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