【8years 个人专区 1】8年的投资组合。

8years

在我有了新的投资方法后，在这就开一个贴，放出我的投资和心得。希望大家可以给多意见。希望也可以听到很多坏消息，或不同意我的声音，那我就可以成长。

投资方法：
在股价低时买进优良股，然后长期持有。股价或市场太热就增加现金比例。


8年基金：100，000

开始日期：今天

目前状况：100% 现金。

成绩期限：5年

[ 本帖最后由 Mr.Business 于 23-6-2008 09:40 AM 编辑 ]

keatsmon

8years 兄，加油！
只是现在优质股都不便宜，须花时间发掘股海遗珠。

cds

8 year tata bjtoto

我也支持你。。。       

呵呵。。。加油哦。。。

红青蜓

8年兄,希望我可以和你一起学习,一起进步....


*这几天我要重组我的投资/投机组合了....
*耐心,信心与恒心,缺一都不行.....

这样早呀？

ThermoFisher

回复 #1 8years 的帖子

在论坛里能够与我们分享投资心得的人并不多，我支持你的举动，让我们一起学习，一起成长，一起成功，投资派万岁！！！

cnt8

八兄， 我也是必要向你学习。
Just want to ask how to find out good stock?
Anyone can teach me how to find out fair value ?

1234abcd

Digi.

lautmerah

BOUSTEAD PROPERTIES BERHAD
BSDPROP

雖然是分配在產業股，但是種植的貢獻比較高
http://announcements.bursamalays ... 325287?OpenDocument
從年報得知棕油的大漲大大提高2006的收溢。

優點
06年                                                      05年         
用最高價RM3.5/全年賺RM0.778＝ 本益比低達 4.5              最高價RM3.20/RM0.2514=本益比高達 12.73
                              淨資產   RM4.96                                     淨資產  RM4.30      
週息率  RM0.30/RM3.5＝8.57％(稅前）x0.73=6.25%(稅後)        RM0.25/RM3.20=7.81%(稅前）x0.72=5.6%(稅後)
本益比越來越低，淨資產越來越高，週息率越發越高，心動嗎?

缺點
交易量很低，股價不會大漲，要現買貴幾單位，要現賣也是便宜幾單位，短期賣股可能會虧。
要長期持股，資本會被套住。

上面是我自己作的功課，自己有小買3000股，已經用本金約RM10,000。
母公司Boustead holding BSTEAD 有陸續購買BSDPROP的股票，很擔心母公司短期用低價私有化BSDPROP，是我最擔心的。

[ 本帖最后由 lautmerah 于 28-3-2007 12:05 PM 编辑 ]

8years

谢谢各位，我也会研究各位提供的股，也希望大家给更多意见。不过由于是长期持票，这贴会少update，就会很闷

8years

Cash:        85280        85%       
Share:        14640        15%       

        AVG Price        Unit        Total
LCL        1.83                8000        14640


今天乘跌市买进一点。

初生之犢

絕對支持, 8年兄的文章我都蠻愛看的, 而且在這個論壇中也算德高望重了, 加油加油!!

不如分析一下，也让我们学学！

ZheHui

8年兄，你也成立基金呀，恭喜，恭喜。

記得上次你和我說，現在成立基金時機不對，如是熊市就好。
那時你說如時機不對可以把我的時間拖遲5年8年，那天我回到家想了整晚，因為我就是有這樣的經驗。

現在我雖然又拿出 30％ 的資本在投資進去市場，也未知是好或是壞，因為我是相信牛市是最危險的。

而你一直都是認為進貨要在熊市，這點也是你堅持相信的，我也在此祝福你能把持住你的信念，能夠捉到個好時機進場。

共勉之。

8years

买入lcl原因：

1。多谢os的介绍，让我看到他的强。
2。os 已经讲了很多好处。这里就不从提。
3。股息不错，进可攻，退可守。
4。两年前建筑股低潮也有不错表现，现在建筑股看好几年，所以也看好。
5。pe还很低。希望上main board时pe会增加。
6。管理层好像很好，不过要长时间观察才知，现在还言之过早。
7。跟随buffet的投资简单的行业，在简单的行业也能做大就代表管理层强。因为竞争肯定强。装修谁人都会，要做大就得有特殊能力。如管理强或关系强等。
8。大股东持票很多，流通的不到20%
9。langkawi的project在年头会完成，业绩将大成长。
10。我认为这股是越低越值得买的股。
11。在这牛市，这是暂时找到的低价股。

以上的意见有对有错，希望可以得到各方面的唱好和唱坏的意见。这样，投资组合就能变化。

8years

原帖由 lautmerah 于 28-3-2007 12:04 PM 发表
BOUSTEAD PROPERTIES BERHAD
BSDPROP

雖然是分配在產業股，但是種植的貢獻比較高
http://announcements.bursamalaysia.com/EDMS%5Cannweb.nsf/L ...

谢谢介绍，稍微了解了这股，已经放进monitor list，在等待良机买进。

阴谋师

债务如何？

我已经得了Megan症，要投资都会先看债务。

Mr.Business

LCL to grow order book to RM1b by year-end

Updated : 27-03-2007
Media : The Edge
Story By : Kevin Tan
via www.biznewsdb.com
Mail this story or page to friend(s).

LCL Corporation Bhd is confident of growing its order book to RM1 billion by year-end from about RM400 million by securing more international projects, its managing director Low Chin Meng said.

Such order book was achievable as there were many projects in the Middle East and the company was bidding for projects worth about 1.3 billion dirham in the United Arab Emirates (UAE) alone, he added.

"Even if we secure only 10%, it is another RM130 million in order book,¨ Low told reporters on Sunday during a media visit to LCL Corporation subsidiary LCL Interiors LLC¡¦s showroom in Dubai, the UAE.

He said the company was eyeing up to 20 projects in the UAE, including interior fit-out projects for Dubai Marina, Dubai¡¦s Sports City and the new international airport.

Currently, LCL Corporation, which is planning a transfer to Main Board of Bursa Malaysia, has two major ongoing projects in Dubai. It is providing interior fit-out for the Burj Dubai Mall Hotel and Atlantis the Palm for 135 million dirham and 106 million dirham respectively.

As such, LCL Corporation believes it can achieve a revenue exceeding RM300 million for its financial year ending Dec 31, 2007, with 70% coming from its foreign operations.

¡§We are only looking at projects starting in the second half of this year onwards. No point taking a project that starts immediately and we don¡¦t have the capacity,¡¨ Low said.

He said LCL Corporation had already brought about 200 workers from Malaysia for its projects in the Middle East and would double its workforce by June.

From 2008 onwards, it would have a workforce with the capacity to undertake 500 million dirham worth of projects in the UAE, he added.

¡§If we can deliver the 250 million dirham (worth of projects) this year, we should be able to double up next year. Our staff will have more experience and our facility will be more complete,¡¨ Low said.

He said LCL Corporation had invested not less than RM10 million over the past four years to create a presence in the UAE.

After learning of the potential in the region and taking up smaller projects, it started bidding for bigger projects in the second half of last year.

LCL Corporation was also looking into the possibility of expanding to other countries in the Middle East and North Africa such as Saudi Arabia, Libya and Djibouti, Low said.

This would not be something immediate but the company had started to test the waters, with Dubai as the potential hub for the company to support its operations in the region, he added.

Besides the UAE, LCL Corporation also has a presence in Qatar, Kazakhstan and India.

http://www.biznewsdb.com/english ... ulan=03&kw=wwqq

ThermoFisher

回复 #13 8years 的帖子

我也进了一些KNM，一点点慢慢累计，希望回弹时能赚一些。