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Monkey Forecast

Monkey的投資及生活週記,同大家分享一下對於市場的見解. 歡迎提供意見及通過Email訂閱我的Blog.

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Monkey Forecast | monkeyforecast.blogspot.com Reviews

https://monkeyforecast.blogspot.com

Monkey的投資及生活週記,同大家分享一下對於市場的見解. 歡迎提供意見及通過Email訂閱我的Blog.

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monkeyforecast.blogspot.com monkeyforecast.blogspot.com
1

Monkey Forecast: 十二月 2010

http://monkeyforecast.blogspot.com/2010_12_01_archive.html

Monkey的投資及生活週記,同大家分享一下對於市場的見解. 歡迎提供意見及通過Email訂閱我的Blog. 星期四, 12月 30, 2010. 這幾天, PCCW又展開了升浪. 令我感到非常的振奮. 因為我之前的推測, 成真了, 而有了相當大的回報. 最近的升浪, 相信是大家突然對長期股價低迷的電訊股又重拾興趣. 特別是自從iPhone和其它智能手機開始流行後, 各大電訊公司的ARPU也大幅的提高. 只是最近各大証券都先後發表了, 對於PCCW表示樂觀的報告. 這對於我來說其實是一個初步的警告. 証明這隻股票已經開始受到觀注, 要開始注意沽出的時機. 利用相同的"頑固投資者”的原理, 最近我看上了另外一隻大落後股, 282壹傳媒. 股價低迷的原因主要是投資在台灣的壹電視一真没有拿到執照, 一直在燒錢. 這令人想起想當年Admart的陰影. 可是在28號, 壹電視已經通過機頂盒啟播, 而且口啤好像還不錯. 而且, 通過台灣負責發執照的機構NCC最近在壓力下放出的口風, 我覺得應該在短期之內, 壹傳媒也可以拿到執照. 訂閱: 文章 (Atom). Ethereal 範本. 由 Blogger.

2

Monkey Forecast: 五月 2008

http://monkeyforecast.blogspot.com/2008_05_01_archive.html

Monkey的投資及生活週記,同大家分享一下對於市場的見解. 歡迎提供意見及通過Email訂閱我的Blog. 星期一, 5月 12, 2008. 掙扎了幾年, PCCW終於逃不過被踢出恒指的命運. 其實過去這幾年, PCCW升就没有份, 跌就跟到足. 一向以來, 散戶都不會去碰這隻股票. 經常聽到有散戶談到有人買入8號仔時都會驚訝, "Ha! 好像買入PCCW就等於"愚蠢". 同時Monkey也認識一些基金經理告知說, 他們跟本碰都不會碰PCCW, 因為不知道如何向老板, 以及顧客解釋. 不過Monkey趁着假期, 細心研究了PCCW2007年的年報, 覺得其實上年PCCW運作的相當不錯. 很有可能因為大眾的之前的心結而被低估了價值. 固網的佔有率已經停止被侵蝕. 並有回升的趨勢. 可見其他競爭對手已經不想再用互殘的方式爭奪市場. 大家已漸趨理性. 另一個主力NOW的虧損已大幅減少. 相信隨著收費客戶的増加, 2008年可以轉虧為盈. 訂閱: 文章 (Atom). Ethereal 範本. 由 Blogger.

3

Monkey Forecast: 四月 2008

http://monkeyforecast.blogspot.com/2008_04_01_archive.html

Monkey的投資及生活週記,同大家分享一下對於市場的見解. 歡迎提供意見及通過Email訂閱我的Blog. 星期二, 4月 15, 2008. 朋友寄了一段電郵文章給我,十分有趣,又有些感觸.在此轉載同大家分享, 特別是一幫已年過三十的朋友. 十年前,結識新朋友是交換名字,交換電話;十年後,做朋友是交換卡片,交換電郵。 十年前,認識而有來往的,叫朋友;十年後,認識而有來往的,大部分叫同事。 十年前,能夠談天的都是知己;十年後,能夠慷慨解囊的才算朋友。 十年前,聖誕節是朋友節,普天同慶;十年後,聖誕節即情人節,請勿打擾。 十年前,每月的零用錢,是公開的秘密;十年後,工資是不能公開的秘密。 十年前,朋友聚會是汽水與籃球;十年後,朋友敘舊是啤酒與K歌。 十年前,什麼話題也可以刨根問底;十年後,我們熟練「點到即止」的技巧。 十年前,約會沒有目的;十年後,沒有目的就沒有約會。 十年前,見面每問「讀了什麼書」;十年後,見面只問入了什麼股。 十年前,習慣直斥對方的缺點;十年後,學懂包容對方的短處。 十年前,只需學習與朋友相處;十年後,還要懂得與朋友的另一半相處。 星期日, 4月 06, 2008.

4

Monkey Forecast: 十月 2010

http://monkeyforecast.blogspot.com/2010_10_01_archive.html

Monkey的投資及生活週記,同大家分享一下對於市場的見解. 歡迎提供意見及通過Email訂閱我的Blog. 星期日, 10月 10, 2010. 美國佬出盡百寶都不能逼使人民幣大幅升值, 於是靈機一動,採納了相對論的原因,自行貶值美圓. 如此一來殃及池魚.各依賴出口的國家,好像日本,韓國,東南亞國家都需要大量沽出本國的貨幣,從而至壓低幤值,保持出口的競爭力. 如此一來貶值中的現金急需尋找可避險的投資機會. . 本來黃金,物業等是理想的替代投資.可惜這兩種東西近年已被炒得很貴.現在才壓注在上面.風險可謂不低.相信許多投資長線的保守基金不會走這條路.Monkey覺得最有可能的是基會把錢投入一些所謂 ”現金牛”的公司.或者直接收購.這種類型的公司一般有三個特色.1.業務沉悶,没有太多成長概念,所以一向被大市忽略.股價偏低.2.有特定的Monopoly的傳統業務帶來...訂閱: 文章 (Atom). Ethereal 範本. 由 Blogger.

5

Monkey Forecast: 二月 2011

http://monkeyforecast.blogspot.com/2011_02_01_archive.html

Monkey的投資及生活週記,同大家分享一下對於市場的見解. 歡迎提供意見及通過Email訂閱我的Blog. 星期日, 2月 13, 2011. 一向以來, 都知道壹傳媒得罪大部份的地產商. 所以蘋果日報一向都没有樓盤的廣告. 連肥佬黎自己都認因為太過敢言, 而每年損失幾億的地產廣告費. 這兩天忽然看到蘋果日報裏盡然出現久違了的樓盤廣告, 昨天見到的是嘉理建設和市建局在上環的樓盤. 今天又見到信和的另一個樓盤. 難道肥佬黎終於在地產廣告這個肥豬肉中打開一個缺口. 大家不妨留意一下蘋果廣告的成份, 也許對於今年的業績有所啟示. 星期三, 2月 02, 2011. 同時糧食是國家安全的一個非常重要的因素. 特別是民以食為天的中國. 所以政府一直都想盡辦法來控制糧價. 最好的方法無非是鼓勵生產, 和提高效率. 所以相信肥料的生產和使用也將是國家會大力配合的一件事情. 所以雖然有點相逢恨晚, 没有在最低的時候買進了中化化肥, 但相信還有不少上升的空間. 訂閱: 文章 (Atom). Ethereal 範本. 由 Blogger.

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Monkey Forecast

Monkey的投資及生活週記,同大家分享一下對於市場的見解. 歡迎提供意見及通過Email訂閱我的Blog. 星期日, 2月 13, 2011. 一向以來, 都知道壹傳媒得罪大部份的地產商. 所以蘋果日報一向都没有樓盤的廣告. 連肥佬黎自己都認因為太過敢言, 而每年損失幾億的地產廣告費. 這兩天忽然看到蘋果日報裏盡然出現久違了的樓盤廣告, 昨天見到的是嘉理建設和市建局在上環的樓盤. 今天又見到信和的另一個樓盤. 難道肥佬黎終於在地產廣告這個肥豬肉中打開一個缺口. 大家不妨留意一下蘋果廣告的成份, 也許對於今年的業績有所啟示. 星期三, 2月 02, 2011. 同時糧食是國家安全的一個非常重要的因素. 特別是民以食為天的中國. 所以政府一直都想盡辦法來控制糧價. 最好的方法無非是鼓勵生產, 和提高效率. 所以相信肥料的生產和使用也將是國家會大力配合的一件事情. 所以雖然有點相逢恨晚, 没有在最低的時候買進了中化化肥, 但相信還有不少上升的空間. 星期日, 1月 02, 2011. 星期四, 12月 30, 2010. 這幾天, PCCW又展開了升浪. 令我感到非常的振奮. 因為我之前的推...實我非常看...

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