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Plato @ Investment

~ Trying to make money out of all kinds of market condition

Plato @ Investment

Daily Archives: April 2, 2012

這隻民企跌… 不怕!

02 Monday Apr 2012

Posted by Platoooooo in April 2012

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0067.HK, 旭光, 中投三寶

旭光十分鐘跌三成 民企股災難 中投躲不了

【本報訊】民企股災停不了,甚至連阿爺揸莊的旭光( 067)亦中招。作為中國主權基金,中國投資(中投)三寶之一的旭光,業績出爐之前突遭洗倉,昨日急插 28%。中投三寶今年全線大幅跑輸大市,是次旭光事件更面子不保,認真冇癮。

旭光昨大部份交易時間均無異樣,直至下午 3時 38分,股價才展開跌勢, 10分鐘內股價暴跌逾 3成,低見 1.3元;於最後 15分鐘,其成交額高達 2.43億元,交投比滙控( 005)更為活躍。該股昨收市跌 28%,收報 1.39元,全日成交 4.1億元。至於另外的中投二寶,保利協鑫( 3800)及中芯國際( 981)則未受影響,前者升 2.4%,後者昨日無起跌。
(http://hk.apple.nextmedia.com/template/apple/art_main.php?iss_id=20120331&sec_id=15307&art_id=16207881)
這是上星期六的新聞,如果我星期五那天下午是在睇住個市的話,我會飛身小注買入 (不過可能會在跌夠28%前已入)。原因是這是中投手揸的民企,業績可以差但阿爺買的東西是應該不會執的。如果中投真的買了隻執笠民企,你話幾無面子!以大陸的做事方法,假設旭光真的「唔係好掂」,只要向中投求個救,就算中投不好意思直接出面,都一定有大把方法曲線救它。
今早都有希望過隻 67 可以低開給我一個買貨機會,但過了個 weekend 又無特別的 bad news,結果一開就開高15%,無計!我不想在這種不明不朗的市況中太搏,唯有打消念頭啦。

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