Tuesday, July 16, 2013

黄金十年:牛皮靠稳

黄金十年 财经周刊 投资观点 2013-07-15 14:00

上周进入斋戒月,传统上斋戒期间会比较静,不过今年的五穷六绝魔咒已经不灵,那么,斋戒月中交投继续活络,也是有可能的。股市全周起多跌少,收在1785点以上,向美国股市齐。

在上星期,侨丰控股(OSKHLDG)的大股东有笔场外交易,导致股权增加到36.7%,触及全面献购条例。

由于收购价是1.68令吉,和市价很接近,预料很少人会接受,而大股东有意维持侨丰控股的上市地位,因此把收购价提高的意愿不大。

侨丰控股自从把其投资银行卖给兴业资本以后,换来9%兴业资本股权,其他剩下的业务的业务表现平平,倒是手握不少现金,约有2亿令吉,有备无患,可以作不时之需,应对突如其来的机会。

侨丰控股折价40%

此外,掌门人丹斯里黄宗华得以重出江湖,当上执行总裁,务要向市场证明他老而弥坚,必有一番作为。

侨丰控股目前净资产为2.57令吉,徘徊在1.60令吉,折价40%,是人家不识货,经验老到如黄宗华者,怎不趁机累积呢?这个收购,分明是瞄准侨丰控股股价低落来捡便宜。

小股东一方面埋怨股价无法反映公司真正价值,一方面又意志不坚定,见价钱高少许就把持不定,怕收购期过后股价回落,悔不当初。真是肉在砧板上,任人要怎样剁都可以。

很可惜,我们组合的侨丰产业(OSKPROP),它由大股东黄宗华的另一间公司控制,并非侨丰控股的子公司,不会成为收购的对象。不过,从侨丰产业近期的表现,业务会越来越好,股价肯定水涨船高,所以我们暂时不急着套现。

本周虽然指数上扬,不过我们的投资组合暗流汹涌,一些股票似要跌破支撑点,令人捏一把冷汗。其中一个重点投资马化工(CCM)股息除权之后,股价也软下来,周五收在1.14令吉。

合成统一后劲不继

另外,合成统一(HAPSENG),呈上扬局势两周之后,突然好象后劲不继,跌破2令吉,上周五再探低至1.95令吉。不晓得股息除权之后,会否打会原形?

对于新的投资,我们没有做决定,还在观望阶段。一些组合股票价钱滑落,吸引我们再购入,进一步巩固组合的股票比重。

上周买进科恩马(KNM)凭单25000股,每股12仙;还有CLIQ能源凭单10000股,每股42.5仙。两只股票都舍母股而选凭单,看好牛气上升不在言下。这只公牛喘息了约1个月半,是时候再冲了吧?

草根牛马

南洋網

2 comments:

  1. USA Forex Signal Provide best accurate forex signals in the world. USA Forex Signal Provide free forex trading signals daily.
    What are the criteria for selecting USA Forex Signal provider for you?
    When you add USA Forex Signal provider, lead not look it to your reside account without the compulsion of investigation. These systems are primarily based on complicated statistical mathematics and algorithms in analyzing marketplace trends, predict, and predictions. USA Forex Signal is a worldwide and adeptly-known reliable forex signals Company. It is worldwide just about 400+ country SMS and worldwide Email coverage Forex Signals Company. It is top forex signal providers. There are lots of things which they manage to pay for to satisfy customer’s obsession and it incorporates the finding out method. These automated upon the web trading services proclamation you to review and trade hundreds of trading systems and Forex signals, stocks, and commodities.
    USA Forex Signal: http://www.usaforexsignal.com/

    ReplyDelete
  2. Most accurate forex signals service provider is Hot Forex Signal. Hot Forex Signal Provide best forex signals and forex trade copier service. To get this service you can get two option, one is trail another is premium. Trial signal services will provide you limited signals, on the other hand, the premium signals services will provide you their full service at a contracted period.
    Hot Forex Signal: http://www.hotforexsignal.com/

    ReplyDelete