Thursday, August 2, 2007

把林大卖了

把林大卖了,2.93入,2.83出。主要考虑是,在现在的市场气氛下,不适宜同时持有两个相同的概念股,会加大风险。

如果两个只能留一个,那我只能留下香港药业182,因为刚刚配股,起码再配股的风险小一些。而且配股价1.20有支持,综观这两天大市跌过千点,但182的价位都是在1.2附近变动,估计有支持。

20%的短线资金入了中海油的CALL2182,于0.53位置入货,观望明天。中石油实在是买它怕了,消受不起。现在的感觉是有人在玩它,实在玩不过它。反正中石油如果能有利好,中海油也能受惠;但起码现在中海油没有被人瞄上。

昨天追了半天的东亚CALL 7506,追了半天没有追到,今天只是坐壁上观,一开市升28%,收市跌70%,成交量7千万,堪称大风大浪。如果当时让我吃了,我也不知道自己能否获利,还是巨亏。当然,此轮既是末日轮,昨天的街货量又高达90%,如此波动,也是不意外的。今日东亚跌4%,估计是业绩不理想所致,如果想象之前炒汇丰、恒生业绩那样,之前偷步开CALL,今日定然输死了。所以这个游戏还是很难玩的,自问功力不够。

现持有香港药业和中海油CALL。我发现,持有超过两股以上,心力就有所不足了,看来持有两股是我的上限。

3 comments:

Unknown said...

Hello, would like to know why you think 香港药业's wind business is OK as according to its announcement, the new facilities will only will have approximately 50 million Kwh(千瓦時)generated each year, which seems not able to support its future. Would like to have your idea on that. Thanks.

. said...

thanks for reminding. i will check again the power generation capacity.

My thinking is that wind power field is scarce resource. any company who would get the wind fields as much as possible will mostly benefit from the exposive growth in wind power to be seen this year. the branding effect would be great for first movers.

in this thinking, i consider the existing capacity not a very strong factor. what i consider most is the track record of the JV parnter, and the management strcuture.

anyway, i do 182 through trial and error process, and may exit any time.

Unknown said...

Thanks for your reply, actually, I also agree with you about the prospect of Wind Power, and I have further checked some related information of 182 as well. You are right, we all in a trial and error process. It would be great if we can continue to look into this stock to see when should be the best exit time( I hold this stock). Looking forward to your new posts, I learn much from them.