Monday, May 13, 2013

沉睡的牛醒了?


我回来了!

过去的一个星期我没发帖,原本想让自己的心沉静一下,可是参与了508的大集会后,看见各友族的踊跃出席,让我觉得我们还是有希望的,所以决定收拾失落的心情重新冲刺。

第十三届大选的成绩确实让人很失望,可是我国股市却又让人雀跃。

有人说由于国阵的胜选,解除了之前投资者对我国政局不稳的疑虑,让这头沉睡了很久的牛终于醒了。

其实在过的一个星期以来,我也没闲着,除了寄情于工作之余,也在物色新投资目标,并且调整投资组合。


以下是最近所做的调整:

换股
  • 卖出HAPSENG-WA,买进KNM-WA,介于RM0.105 ~ RM0.11

买进
  • 长期买进TAMBUN,成本RM1.13
  • 长期买进TDM,成本RM4.39 ~ RM4.52
  • 长期买进GUH ,成本RM1.12
  • 中短期买进CCM,成本RM1.22
  • 中短期买进AMEDIA,成本RM0.145

卖出
  • 减持KLCC,RM7.60(剩下的算是免费的了)
  • 卖完XDL,RM0.190



以后我将会慢慢跟大家说明为什么我会买进以上这些股票。



13 comments:

  1. Ah boon,hup seng-wa起了勒!

    ReplyDelete
  2. 会来到7-8毛勒,如果他的母股来到2.00的话!

    ReplyDelete
  3. Ah boon,我的7111也是起了!

    ReplyDelete
  4. Ah Boon,

    Can explain on buying Tambun? Thanks.

    ReplyDelete
    Replies
    1. Wankey,

      TAMBUN low PE, high DY.

      The Penang second bridge will be completed by end of this year, it will help to boost Penang's economic growth. TAMBUN will be benefited.



      Delete
    2. Finally got it today at 1.39 a bit high isn't it?

      Delete
    3. Wankey,

      A bit high. But if you plan to hold long term, it is still ok.

      Let see how is the quarterly financial result.

      Delete
    4. Ok. I'll be patient. :) thanks.

      Delete
    5. Ah Boon,
      Price dropped so much, should buy more to average down my price, right?

      Delete
    6. Wankey,

      I haven't replied you and the share price go back to RM1.33.

      Anyway usually I will average down when share price drop more than 15%.

      Delete

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