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Plato @ Investment

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

Plato @ Investment

Daily Archives: August 20, 2012

確信不能沽空名單

20 Monday Aug 2012

Posted by Platoooooo in August 2012

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Tags

0027, 0590.HK, 0700.HK, 0914.HK, 1928.HK, 3323.HK, AAPL, Apple, 金沙中國, 銀河, 領匯, 騰訊, HK, 六福, 安徽海螺, 中國建材

上星期電視上有財演講剛出了業績升到「把把聲」的騰訊 (0700.HK),雖然向上空間有限,但隻股票是在「確信不能沽空名單」,此言妙絕妙絕!

雖然700是香港近10年來股王中的股王,但世間上「確信不能沽空名單」的第一把交椅始終另有其股。

就是……

A…P…P…L…E…!

APPLE 厲害之處是雖然這幾個月大家眼見 Samsung 個勢有幾勁,又話擔心 Apple 在「後 Steve Jobs」時代無以為繼,但周街都是iPhone、iPad時,再請睇睇它的股價圖 — 又見$636,距離歷史新高的$644只是近在咫尺,而且PE仍然是15倍樓下,你真的敢沽空隻股票嗎?

所謂「江山代有才人出,各領風騷數百年」,除了700和APPLE這倆歷久不衰的股王外,不同時間還有其他「不能沽的股票」。好像早兩三年金融海嘯後的水泥股安徽海螺 (0914.HK)和中國建材 (3323.HK)、手飾股六福 (0590.HK),但都已經盛極而衰;濠賭股中金沙中國 (1928.HK)和銀河 (0027.HK)雖然走勢已不再旺盛,但仍然不能小看。

啊,當然還有這一隻悶悶地但死都唔跌的 — 領匯 (0823.HK)!

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