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【8years 个人专区 1】8年的投资组合。
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发表于 5-4-2007 12:07 PM
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回复 #277 8years 的帖子
BUY CALL不好吗？我的票等着卖呢？哈哈！ |
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楼主 |
发表于 5-4-2007 12:29 PM
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原帖由 ThermoFisher 于 5-4-2007 12:07 PM 发表
回复 #277 8years 的帖子
BUY CALL不好吗？我的票等着卖呢？哈哈！
 有你买进的，要跌也很难。。。。。。。。。。。。 |
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发表于 5-4-2007 01:48 PM
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回复 #282 8years 的帖子
如果TOPGLOVE睡多几个月，我就拍拍屁股走人了，哈哈！可能我比较胆小，所以选股也比较小心，我跟你是同一类人，哈哈。 |
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发表于 5-4-2007 02:21 PM
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回复 #267 ZheHui 的帖子
又多了位美女....8年...!! |
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发表于 5-4-2007 02:31 PM
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回复 #278 8years 的帖子
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昨天我都有買進了一點 titan ，5000 unit。希望伊朗的局勢可以穩定下來。 |
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楼主 |
发表于 5-4-2007 06:14 PM
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发表于 5-4-2007 06:16 PM
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原帖由 ThermoFisher 于 5-4-2007 01:48 PM 发表
回复 #282 8years 的帖子
如果TOPGLOVE睡多几个月，我就拍拍屁股走人了，哈哈！可能我比较胆小，所以选股也比较小心，我跟你是同一类人，哈哈。
你一走他就起了哦！ |
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发表于 5-4-2007 06:18 PM
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原帖由 8years 于 5-4-2007 06:14 PM 发表
又是沉闷的一天。。。。。熊市还会来吗？？
熊市当然会来啦！不久了。快准备砍熊掌哦！ |
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发表于 5-4-2007 06:45 PM
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发表于 5-4-2007 06:57 PM
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原帖由 8years 于 5-4-2007 09:58 AM 发表
我没有啊，你贴上来吧。。。。
上次才告诉你我没有scanner。
哈哈！
请问有人可以帮忙吗？ |
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楼主 |
发表于 6-4-2007 12:06 AM
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我突然有种感觉，要等熊市就不能接近股市，要离远远的，做其他事，那么一段日子过后才能看到成绩。
不管如何，耐心总是需要的。反正买进了一些好股，慢慢持有咯 |
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楼主 |
发表于 6-4-2007 12:07 AM
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原帖由 keatsmon 于 5-4-2007 06:57 PM 发表
上次才告诉你我没有scanner。
哈哈！
请问有人可以帮忙吗？
用hp拍照。 |
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发表于 6-4-2007 12:38 AM
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回复 #292 8years 的帖子
用手机拍的图片不清楚啦。
打给你吧！
"Stock Performance Guide 2006 September Edition" 第165页: TITAN
COMMENTS The polyolefin industry is highly cyclical. In the last 10 years, the spread (ie gross profit margin) between the prices of naphtha and polyolefins has ranged from $400 to $900. The lowest level was reached in 2001/2002 and the highest 2005. The past profit & growth of Titan was very much determined by the stage of the price cycle of the period under study. The available historical data is for a period from a year of nearly the lowest margin to a year of nearly the highest margin. Such a comparison gives an exaggenerated idea of the past performance of the Company. From 2000 and 2004, the revenue of Titan increased at the compounded rate of 16.2% pa while the external throughput volumn increased at a rate of only 7.9% pa. Not surprisingly, PBT increased from RM9.4m to RM544.2m!
With the high crude oil prices and the spread having turned sharly downward, Titan unsurprisingly performed poorly in FY05. Although sales improved by 26.5%, EBITDA fell by 10.1%. Its PBT came in about 40% below the forecast made at the time of its IPO. The performance during 2H was particularly poor with EPS at only 34% of the pro rata forecast. Given volatility in the price of naphtha, the under-performance is acceptable.
..........
..........
As previously explained, the profit of Titan is highly volatile and unpredictable. Thus the proforma ROE of Titan has varied from -31.4% in 2001 to +14.8% in 2005. Hopefully in the future, the variability will not be so great as Titan is now much more established. Even so, we would expect its future earnings to be still volatile. Over long term, we would expect Titan to show average to above average growth rate.
[ 本帖最后由 keatsmon 于 6-4-2007 12:55 AM 编辑 ] |
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楼主 |
发表于 6-4-2007 09:32 AM
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原帖由 keatsmon 于 6-4-2007 12:38 AM 发表
用手机拍的图片不清楚啦。
打给你吧！
"Stock Performance Guide 2006 September Edition" 第165页: TITAN
COMMENTS The polyolefin industry is highly cyclical. In the last 10 years, ...
"Stock Performance Guide 2006 September Edition" 第165页: TITAN
COMMENTS The polyolefin industry is highly cyclical. In the last 10 years, ... [/quote]
哦，多谢啦，不过如果2005是差，那么好的时候不是很夸张？？
这间公司太强啦。。。。
2004比2005价格好，但是result 是2005比2004强，证明价格对公司影响不大，管理层超强。我们就拿2005的eps 23.31（价格最差的时候）来算， 就可以发现现在pe低过10。
结论：管理层有潜能，不可小观，决定今天再加码。 |
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发表于 6-4-2007 12:52 PM
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楼主 |
发表于 6-4-2007 01:06 PM
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楼主 |
发表于 6-4-2007 04:26 PM
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今天加码titan 5000股 1。67
Cash: 63580 63.58%
Share: 35795 35.80%
Net Gain -625 -0.63%
AVG Price Unit Total Price N Value
LCL 1.83 8000 14640 1.79 14320
Topglove 8.95 1000 9000 8.95 8950
Titan 1.68 7500 12600 1.67 12525 |
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发表于 6-4-2007 04:54 PM
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回复 #297 8years 的帖子
請問下 8 年兄：LCL 是間什麼樣的公司，和做什麼生意的呢。
謝謝。
[ 本帖最后由 ZheHui 于 6-4-2007 04:55 PM 编辑 ] |
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楼主 |
发表于 6-4-2007 06:34 PM
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原帖由 ZheHui 于 6-4-2007 04:54 PM 发表
請問下 8 年兄：LCL 是間什麼樣的公司，和做什麼生意的呢。
謝謝。
装修佬 |
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发表于 6-4-2007 06:36 PM
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回复 #299 8years 的帖子
喔。 謝謝你了。 |
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