股市隨筆

        今天共有三篇網誌,標題是「股市隨筆」,「生活情趣」及「電的旅程 ( 300 )」。

        昨天恒指升53點,成交498億。

        電能宣佈業績,上半年盈利按年增10.1%,派息65仙,可說相當好。而中電也宣佈再考慮將澳洲業務上市,上次受水災影響,現在大概已恢復了。

        中移動昨天跌1%,由於很多衍生工具跟中移動掛鈎,所以中移動股價會忽上忽下,受不同莊家影響,但股價不會單邊走,長遠來看它的競爭優勢越來越強。它的主要競爭對手聯通,早兩年不計成本搶客,今年要發150億債券籌錢,它的I Phone優勢也在漸漸喪失,中移動則穩坐釣魚台,三家電訊公司祇要不惡性競爭 (聯通已轉向注重盈利),大家都能有好利潤。

        美國十年債息下降,聯儲局在謹慎操盤,恐怕債息升得太快,影響房地產。

**各位網友,由於我不在港未能較對,可能會有較多打印錯誤,請見諒。

One response to “股市隨筆

  1. Good day teacher, sorry I cant write chinese properly as I attend mandarin class up to primary six but I do understand what you wrote and how I get interested in HK market because of your book. I have been investing in Hang Seng since last year but with no much result. I like to enroll in certain membership but there are too many and I can’t decide which one is good. My intention is to look for an finance analysis company whereby they could select or pick stocks that could meet my criteria e.g. past 3 years 20% profit up progressively, price below HKD 10, assets more than liabilities with 100 million shares issued white the board of directors and management hold more than 70% of the issued shares.

    From your blog, I know you are a kind and considerate scholar so that’s why I dare to seek help from you. I know it’s you mandate not to recommend stocks as such I could not plead for your assistance in stock recommendation that is I do more homework and research.

    Thank you for your time and wish you good health.

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