Tuesday, July 2, 2013

黄金十年:雨过天晴

黄金十年 财经周刊 投资观点 2013-07-01 14:46

烟霾受到两天大雨清洗,上周四和周五,雨过天晴。

股市似乎也一扫凄惨的情绪,公牛喘息之后,似乎又蠢蠢欲动,马股随全球股市回扬,上周五更大涨22点,重新站在1773点,伺机挑战新高。

而前周涨跌停板的股项,终于恢复正常,涨的跌回原地,跌的收复地位,就如风过水面,刮过了无痕。

不过,眼明手快的投资者,发了一笔小财。

我们也不贪胜不知足,对之前买到的沿海工程(COASTAL),以2.16令吉套利了结。这投资短短一星期赚了45%,殊为少见。

至于嘉隆发展(TDM),上周经历了1变5股票分拆,股价随着调整,周五收在80仙。

我们对此股前景非常看好,因此不急着卖出。

拜前周大跌30%所赐,我们成功把嘉隆发展的平均价降低到除权前的3.35令吉,或除权后的67仙,和80仙比起来,账面上也赚了约20%。

另外,周五马化控股资本(MPHCAP)新股上市,开市虽然有1.50令吉以上,最后收在1.37令吉,让我们有点失望,看来其白表格的交易价更好,早知道那时卖掉它就算了,不用注入资金来购买它。

所幸其母公司马化控股(MPHB)恢复勇态,在5仙股息除权之后仍有3.61令吉,这项企业交易算是暂时打成平手。

不过,之后马化控股正名为万能(MAGNUM),以高股息政策为主,又加上会回退马化资本上市所获的资金(约每股49仙),总的来说,这项计划还是稳赚无赔。

倒是它们的联号公司大马综合工业(MWE)无端端被卖压到1.84令吉,大概是马化资本股价不理想导致吧。我们趁低买入2000股,每股1.84令吉。

期待合成统一

至于其他股项,我们看到合成统一(HAPSENG)股息除权在望,股价终于一股作气,突破2令吉,收在2.05令吉,至于能不能站稳及继续向上攀升,我们热切期待。

另一只受到股息激励的是马国民再保(MNRB),公司宣布将派发32仙股息,股价马上应声而起,当日涨了17仙。

上周是上半年的最后一周,我们的组合以约18%的回酬告别上半年,希望下半年的成绩会更标青。

我们也趁CLIQ能源凭单下挫之利再买进10000股,每股38.5仙,将平均价格降低至44仙(见表)。

经此收购之后,我们的现金仍有约1万5000令吉。

由于下半年我们已圈定一些很不错的股项,对大市大体上也相当看好,因此颇有钱不够用,顾此失彼的感觉。船到桥头自然直,到时我们再见机行事吧。







































草根牛马

南洋網】 

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