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Plato @ Investment

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

Plato @ Investment

Daily Archives: September 25, 2013

繼續尋寶

25 Wednesday Sep 2013

Posted by Platoooooo in September 2013

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0302.HK, 1111.HK, 2356.HK, 創興銀行, 大新銀行, 永亨銀行

上星期財經界兩單最矚目新聞應該是薩默斯 (Larry Summers) 棄選聯儲局主席和伯南克 (Ben Bernanke) 一D水都唔收。不過,這兩單都是美國料。如果數香港的,應該是永亨 (0302.HK) 突然宣佈「有喜」 — 有人買!股價一下子由 $80 幾蚊 gap up 爆上 $110 幾!帶挈其他的港銀股齊齊升!

永亨宣佈賣盤後 gap up $30!

上月初廖記 (1111.HK) 話有人買,大升之時我話:

話說回頭,市傳廖記的賣盤價大概是1.5-2倍PB,以內地買家出名時常 overpaid,我相信會是偏向接近2倍。根據《經濟通》網頁所寫,廖記每股帳面淨值為 $16.95,我所以我估賣價會是 $30 左右。現在廖記價位是大概 $26,搏唔搏悉隨尊便,我就覺得唔多值啦。反而隻大新,PB仍然只是0.8倍不足,如果真是乘機突破 $11.4 高位,有機會再爆一段。

保守的我 $26 無追入廖記,今日股價 $32,果然是升到上2倍PB!今日就真的是該賣不該買了。

創興股價到2倍PB後有阻力

至於隻大新銀行 (2356.HK),上星期借永亨賣盤的消息輕輕鬆鬆就 gap up 升穿之前講的 $11.40 前高位,連 $13 都穿埋。上星期見到這情況我都驚驚地不敢追,不過再諗深一層,現價 $14 (係,到今日又已經比 $13 升多 $1!),PB 仍然是1倍未夠,真的是平得好過份!如果有朝一日輪到大新有機會賣盤的話,應當又是2倍PB無走雞,即是比現價高1倍!!就算要等一、兩年,搏1倍升幅,都抵呀!

所以昨日我又盅個頭埋去啦!=P

大新銀行升破 $11.4 阻力

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