tag:blogger.com,1999:blog-15439291675978092302024-03-21T21:31:53.752-07:00Ak爸之進擊80後窮小子一名,身邊其他人及時享樂,卻把享樂的錢放進投資中,力爭上游,向第一個一百萬進發。
這裡記錄心路歷程和其他事宜。Chun yeung akhttp://www.blogger.com/profile/16746029969761317370noreply@blogger.comBlogger95125tag:blogger.com,1999:blog-1543929167597809230.post-62408193918928927872024-03-21T21:31:00.000-07:002024-03-21T21:31:00.870-07:00到了三月,先更新家父調倉。<p> </p><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhnDD-c7UDueErFYQkMwTP3ChUkhm1mfRoRQ8FafiVAU2Bn4dFdFqs6chRGD3OoEIWnJ9zF-XwzanBIqGMUn4dkBxDU-_EpNi0TW0JEQ3m0l3f-1Vur53uPHpzaj1WMblcSLdvhN28pvRB_Xum3n323SffDHt9i85h6Ie2ZmQOT6wCqqKyDvHg8tXCbKo-T/s2033/Screenshot_20240322_122403_com.xueqiu.android_edit_248169989131401.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="2033" data-original-width="1200" height="640" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhnDD-c7UDueErFYQkMwTP3ChUkhm1mfRoRQ8FafiVAU2Bn4dFdFqs6chRGD3OoEIWnJ9zF-XwzanBIqGMUn4dkBxDU-_EpNi0TW0JEQ3m0l3f-1Vur53uPHpzaj1WMblcSLdvhN28pvRB_Xum3n323SffDHt9i85h6Ie2ZmQOT6wCqqKyDvHg8tXCbKo-T/w378-h640/Screenshot_20240322_122403_com.xueqiu.android_edit_248169989131401.jpg" width="378" /></a></div><br /><p></p><p> 沽出中国電力,賺了十幾巴仙。買進303偉易達奶牛股。增加組合奶力。至於這個組合包括現金能否突破一百萬,就要看一看月尾神威藥業的業績係唔係龍咁威。</p>Chun yeung akhttp://www.blogger.com/profile/16746029969761317370noreply@blogger.com0tag:blogger.com,1999:blog-1543929167597809230.post-87859022545380780572024-01-03T21:54:00.000-08:002024-01-03T21:54:03.707-08:00新一年,更新一下有轉倉組合<p> </p><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjVGZM-JkIfHpLaMD_XHOzAtZFoK93FRhasZCo2qB-yIMR5ZG_o-OOR4ujbgvuEKEAmT9yNGJNdkF_JB8IJb1f7ASTuzYACcIfwtqssfKlEBLcDFQWoB0znhlgDowA280nvut46Ia7LS1kNE7GPUvW2zw1nfIgOq_8LlnpJTp-l_M0fJuCbIFJpsaNk2pWq/s2640/Screenshot_20240104_135029_com.xueqiu.android.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="2640" data-original-width="1200" height="640" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjVGZM-JkIfHpLaMD_XHOzAtZFoK93FRhasZCo2qB-yIMR5ZG_o-OOR4ujbgvuEKEAmT9yNGJNdkF_JB8IJb1f7ASTuzYACcIfwtqssfKlEBLcDFQWoB0znhlgDowA280nvut46Ia7LS1kNE7GPUvW2zw1nfIgOq_8LlnpJTp-l_M0fJuCbIFJpsaNk2pWq/w290-h640/Screenshot_20240104_135029_com.xueqiu.android.jpg" width="290" /></a></div> 更新一下家父操盤。康哲藥業賺3成獲利。買進中國電力。<p></p><p>由於1883出現不确定因素,先行獲利。轉倉神威藥業 </p>Chun yeung akhttp://www.blogger.com/profile/16746029969761317370noreply@blogger.com4tag:blogger.com,1999:blog-1543929167597809230.post-30461178628655569002023-09-10T07:01:00.001-07:002023-09-10T07:01:14.223-07:00一口氣更新三個組合現況<p> 我的組合</p><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjB84Oo38MXY_YlA2I9iixE3qsek6bRGrqMcLVNxe3aj-CUZqcH43_nTo41OOaewDb_0FOjKhDjzVNm0TZWGmXXE2txtaA758NMZft6C4RcKPM3OKmwzsFlk-vJ4QRSZzAIgz4K45RROUg6fagSypZoL6DiCM8kgEVB_-J-v-1vCV-ejDSjfwly2oSX6F-A/s2640/Screenshot_20230910_215313_com.xueqiu.android.jpg" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="2640" data-original-width="1200" height="640" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjB84Oo38MXY_YlA2I9iixE3qsek6bRGrqMcLVNxe3aj-CUZqcH43_nTo41OOaewDb_0FOjKhDjzVNm0TZWGmXXE2txtaA758NMZft6C4RcKPM3OKmwzsFlk-vJ4QRSZzAIgz4K45RROUg6fagSypZoL6DiCM8kgEVB_-J-v-1vCV-ejDSjfwly2oSX6F-A/w290-h640/Screenshot_20230910_215313_com.xueqiu.android.jpg" width="290" /></a></div><br /><p> 業績完後,組合維持不變。85號業績的展望最沒有參考價值。仍然有多項增長潛力。</p><p> 家母組合</p><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEibRyRKFhi1Iel47PfWkOiv_SuoBoFyd9IDHUPb6ZvX2Ga0oEnBKR1oypuvYZnXKduC8zgWRkVncog_7gic8o-pazTFawuE4JJoLE_qy_Mdl9ESO44Ru_NmjaxQs36gyYlf5bMNWwdu0Nr-OIuxHYZJT4mMbVo1G7JowgElHMSUeMFjwuT1HvGhVhisvRaN/s2640/Screenshot_20230910_215339_com.xueqiu.android.jpg" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="2640" data-original-width="1200" height="640" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEibRyRKFhi1Iel47PfWkOiv_SuoBoFyd9IDHUPb6ZvX2Ga0oEnBKR1oypuvYZnXKduC8zgWRkVncog_7gic8o-pazTFawuE4JJoLE_qy_Mdl9ESO44Ru_NmjaxQs36gyYlf5bMNWwdu0Nr-OIuxHYZJT4mMbVo1G7JowgElHMSUeMFjwuT1HvGhVhisvRaN/w290-h640/Screenshot_20230910_215339_com.xueqiu.android.jpg" width="290" /></a></div><div class="separator" style="clear: both; text-align: center;"><br /></div><div class="separator" style="clear: both; text-align: center;">沽出多意外的深圳國際,買進1045躺平收息。不排除華為一波炒得太勁就沽出。</div><div class="separator" style="clear: both; text-align: center;"><br /></div><div class="separator" style="clear: both; text-align: center;">家父組合</div><div class="separator" style="clear: both; text-align: center;"><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgxnFQGE2qv-w6qVmUHNmfCwhI2NPxO_rLz_s35Rjv-r0CsYVC1kBswqbcPrbwdqWcljcr6Aydi_AlIjh78Bx-upRMP4BOerecp9FnVqT0FPwv4ruyogfp7o2L0EOkM_rIrROb6tVMTFNEtXqw9-UfyKX6SyixIh7rRpTuXjEJa2VAOMYc6R1hn9rBFgTfh/s2640/Screenshot_20230910_215414_com.xueqiu.android.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="2640" data-original-width="1200" height="640" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgxnFQGE2qv-w6qVmUHNmfCwhI2NPxO_rLz_s35Rjv-r0CsYVC1kBswqbcPrbwdqWcljcr6Aydi_AlIjh78Bx-upRMP4BOerecp9FnVqT0FPwv4ruyogfp7o2L0EOkM_rIrROb6tVMTFNEtXqw9-UfyKX6SyixIh7rRpTuXjEJa2VAOMYc6R1hn9rBFgTfh/w290-h640/Screenshot_20230910_215414_com.xueqiu.android.jpg" width="290" /></a></div><br /><div class="separator" style="clear: both; text-align: center;"><br /></div> 繼續維持不變,收住股息見機行事。<p></p>Chun yeung akhttp://www.blogger.com/profile/16746029969761317370noreply@blogger.com0tag:blogger.com,1999:blog-1543929167597809230.post-9667883782387265472023-08-05T18:31:00.003-07:002023-08-05T18:31:25.358-07:00踏進8月2,手持兩間盈喜公司。<p> </p><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjs8j2O2Eb7Vu-hVUiKEK04oZVqIMVly71PXsXcAzypmXuo5qFVE3Bk8I84sJSqWnLzRADFQlgi9M9tKy8KcPnnLhP47WVCLpF_IsXqOPTY4BNbIad1BpD_UN8-1DispvRbj_YxPBkameQXrmqqwdDH8uY2KYUXe6p-jIGd1wvWW9Aur_3mYiQbPjhio97L/s2640/Screenshot_20230806_092545_com.xueqiu.android.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="2640" data-original-width="1200" height="640" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjs8j2O2Eb7Vu-hVUiKEK04oZVqIMVly71PXsXcAzypmXuo5qFVE3Bk8I84sJSqWnLzRADFQlgi9M9tKy8KcPnnLhP47WVCLpF_IsXqOPTY4BNbIad1BpD_UN8-1DispvRbj_YxPBkameQXrmqqwdDH8uY2KYUXe6p-jIGd1wvWW9Aur_3mYiQbPjhio97L/w290-h640/Screenshot_20230806_092545_com.xueqiu.android.jpg" width="290" /></a></div> 手上的力鴻檢驗和中電華大科技繼續盈喜。只差興達國際能否在8月中發出盈喜。海外沒有問題情況下,就要看內地有沒有拖後腳。<p></p>Chun yeung akhttp://www.blogger.com/profile/16746029969761317370noreply@blogger.com0tag:blogger.com,1999:blog-1543929167597809230.post-43097619079708084522023-07-11T19:26:00.003-07:002023-07-11T19:26:30.483-07:00偷雞不成蝕四千,回歸慢牛白馬操盤。<p> 一如標題所說,賣出上海復旦。唯有買進康哲藥業。呢間公司本身已經長期追踪,挨過股災,肺炎,加息週期和集採政策。比復星醫藥石藥等傳統醫藥股更抗跌,在多災多難的港股仍然保持到增加派息白馬行情。如再夠股息,這間是重點增持對象。也能夠平衡組合上的行業分佈。電訊佔比太高。</p><p><br /></p><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg8ZJZc4VR2GWaDQWFZqOP2pqpk7Sw40kki_agKCRKskDallMX77TxTUiZOR4tm6T7puY1YQrj6E9cjar-b0zloOUyS-xkTz47ZmPS29qneCXJRM_Inz4a9SiDOA0hoADodBc13BGEJCVOiaeNzkF_tqpnrdg6G9GceuvEWI6ggRWswQY3yWUmeUTK2w1xG/s2133/Screenshot_20230712_101624_com.xueqiu.android_edit_753549996131891.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="2133" data-original-width="1200" height="640" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg8ZJZc4VR2GWaDQWFZqOP2pqpk7Sw40kki_agKCRKskDallMX77TxTUiZOR4tm6T7puY1YQrj6E9cjar-b0zloOUyS-xkTz47ZmPS29qneCXJRM_Inz4a9SiDOA0hoADodBc13BGEJCVOiaeNzkF_tqpnrdg6G9GceuvEWI6ggRWswQY3yWUmeUTK2w1xG/w360-h640/Screenshot_20230712_101624_com.xueqiu.android_edit_753549996131891.jpg" width="360" /></a></div><br /><p><br /></p>Chun yeung akhttp://www.blogger.com/profile/16746029969761317370noreply@blogger.com0tag:blogger.com,1999:blog-1543929167597809230.post-83129323524052098322023-07-03T18:05:00.002-07:002023-07-03T18:05:23.461-07:00踏進7月,組合有起色和買了一張彩票。<p> 一如所料,行行都有爆發點中電華大科技出了盈喜,繼續持股不動,擁有十倍股的潛力。</p><p><br /></p><p> 另外興達國際仍然有潛力再拿下多一個盈喜,畢竟內地輪胎出口數據仍然唔錯。如果今年它旗下的江蘇興達能夠在a 股上市,為股價更能增添動力。</p><p><br /></p><p> 至於力鴻檢驗,本人預計下次業績仍能保持盈喜勢頭,股息繼續增加。等待收到股息後再加注,繼續保持買十送一策略。</p><p><br /></p><p> 我的彩票就是醫渡科技,現價只是上市高鋒期十份一。佢本身都是一個龍頭。只要搵到變演模式,就能重振雄風。畢竟現在都有一個活生生例子,就是美圖。都能夠大翻身。</p><p><br /></p><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEi9y8ReP7K42uNZRZVnSbvtnNCBapRIdwp-U8bcCGb-E9l1BWFDJlQMtbR2xkaHeV2OeD1TnskEkDkRzY-uva8JmvlKSHIird10BXHDlqq0TVFr6QATr9_2RzXdKfCXLVsR4V5IZy3YHB9IsKDSBMDb1e8ftgxm84ULAf-I8Fg0bh9tN3aaUXH9hK5gRhjJ/s2640/Screenshot_20230704_085222_com.xueqiu.android.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="2640" data-original-width="1200" height="640" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEi9y8ReP7K42uNZRZVnSbvtnNCBapRIdwp-U8bcCGb-E9l1BWFDJlQMtbR2xkaHeV2OeD1TnskEkDkRzY-uva8JmvlKSHIird10BXHDlqq0TVFr6QATr9_2RzXdKfCXLVsR4V5IZy3YHB9IsKDSBMDb1e8ftgxm84ULAf-I8Fg0bh9tN3aaUXH9hK5gRhjJ/w290-h640/Screenshot_20230704_085222_com.xueqiu.android.jpg" width="290" /></a></div><br /><p><br /></p>Chun yeung akhttp://www.blogger.com/profile/16746029969761317370noreply@blogger.com0tag:blogger.com,1999:blog-1543929167597809230.post-47089056806748649342023-06-11T07:43:00.008-07:002023-06-11T07:43:47.999-07:00等收息,組合精簡成三間公司。<p> </p><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEi6Rqtt3yWaExGEk9kRPkUMxx6pnvbuDe97hn22kXefbg8WJnMokHe0eehW6_fxDWiU9bnPNsatkInubL8Ec7zc31_lbW-DVvdL95eS8Rw7MTGXRyFngisKIQyZuQWGyrSKRbr4egd6j2nYUCrGn_Az0UuciMrIIDaQuiBo91T4_rJX0kC0qszHifYhEw/s2640/Screenshot_20230611_223251_com.xueqiu.android.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="2640" data-original-width="1200" height="640" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEi6Rqtt3yWaExGEk9kRPkUMxx6pnvbuDe97hn22kXefbg8WJnMokHe0eehW6_fxDWiU9bnPNsatkInubL8Ec7zc31_lbW-DVvdL95eS8Rw7MTGXRyFngisKIQyZuQWGyrSKRbr4egd6j2nYUCrGn_Az0UuciMrIIDaQuiBo91T4_rJX0kC0qszHifYhEw/w290-h640/Screenshot_20230611_223251_com.xueqiu.android.jpg" width="290" /></a></div><br /><p></p><p> 化繁為簡,組合上股票更加集中。靜待下次業績期來臨,無視大市波動。</p>Chun yeung akhttp://www.blogger.com/profile/16746029969761317370noreply@blogger.com0tag:blogger.com,1999:blog-1543929167597809230.post-5743618080019119852023-05-26T08:44:00.001-07:002023-05-26T08:44:09.624-07:00老豆打野味<p> </p><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjJlsDruhU89hh2Dtwf63OFUgRWr3ZZUBhht-nUa0jjQM_Cxxl_53dUm44-CvA2l6EMvjwsgqcaypzzpbLLvxSCk8w6UvkcGiJx5kp-y0HARiDitP7dZLjUi8wqokeFt7h3Mix-2WJtOVofJ_Kfqn3xGGkeCKn4Djlz4Ar1fbWQm228sZHvYHeMI22y_g/s2640/Screenshot_20230526_102849_com.xueqiu.android.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="2640" data-original-width="1200" height="640" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjJlsDruhU89hh2Dtwf63OFUgRWr3ZZUBhht-nUa0jjQM_Cxxl_53dUm44-CvA2l6EMvjwsgqcaypzzpbLLvxSCk8w6UvkcGiJx5kp-y0HARiDitP7dZLjUi8wqokeFt7h3Mix-2WJtOVofJ_Kfqn3xGGkeCKn4Djlz4Ar1fbWQm228sZHvYHeMI22y_g/w290-h640/Screenshot_20230526_102849_com.xueqiu.android.jpg" width="290" /></a></div><br /><p></p><p><br /></p><p> 1385超跌,果斷撈底建倉。睇下國產替代能否打場翻身杖。</p>Chun yeung akhttp://www.blogger.com/profile/16746029969761317370noreply@blogger.com0tag:blogger.com,1999:blog-1543929167597809230.post-78841504043349816172023-05-16T18:22:00.001-07:002023-05-16T18:22:21.321-07:00獨孤一注組合<p> 代管母親十萬元起步,第一次買了重農行,升了兩成獲利。轉倉深圳國際潛伏一下。由於本金太少,基本上操盤思路絕對以買一間公司為主力。</p><p><br /></p><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjABLUfN2YtaXNVnGyEfynKRVzcxB2EUB-VRfrCLJLE9HHokBYyE_4EtkuCCPbXzCSQmO2ffprPlp6GBepMNV9aX5ZpZS8vYJNxw2IorndLHobeiCE8w8AzJQXsi38rE_y7thERstgrpIuPv5KbvAX8QOF1Rp5VUidgqQxlc-N8vhm_ni5FO-MsiOhX_g/s2640/Screenshot_20230517_091712_com.xueqiu.android.jpg" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="2640" data-original-width="1200" height="640" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjABLUfN2YtaXNVnGyEfynKRVzcxB2EUB-VRfrCLJLE9HHokBYyE_4EtkuCCPbXzCSQmO2ffprPlp6GBepMNV9aX5ZpZS8vYJNxw2IorndLHobeiCE8w8AzJQXsi38rE_y7thERstgrpIuPv5KbvAX8QOF1Rp5VUidgqQxlc-N8vhm_ni5FO-MsiOhX_g/w290-h640/Screenshot_20230517_091712_com.xueqiu.android.jpg" width="290" /></a></div><br /><p><br /></p>Chun yeung akhttp://www.blogger.com/profile/16746029969761317370noreply@blogger.com0tag:blogger.com,1999:blog-1543929167597809230.post-42402060091127745692023-05-12T17:36:00.001-07:002023-05-12T17:36:54.440-07:00年年買十送一,發現小煤氣!<p> 正當拿住亞太衛星1045等收息時,無意中發現穩世小股。開頭看的股息率偏低,不足4里,市值不足十億,沒有興趣。</p><p> 由於平日所想看的股吧app主力是看雪球富途為主,所以他們顯示派紅股方面有所欠缺。直至現在,當深入進一步細看股票,就用到阿思達克才發現到這間公司。</p><p> 財技上持續買十送一紅股我所想到的是,我推測這間公司有底氣能夠持續數年保持持續白馬式增長有如以前00003中華煤氣。</p><p> 而它所處的行業的确配得起這款財技,基礎業務位於內地和舊能源,增長點在海外和新能源,有十倍股潛力。而它的後台都有央企中國檢驗集團支持。而它和中國檢驗集團簽過不競爭協議,無後顧之憂。</p><p> 雖則它不是中特估,但能間接受惠央企們的紅利。行業特殊性注定龍頭不能是國企,影響公正性。</p><p> 力鴻檢驗1586市值只有7億,相比已過高峰中華煤氣1400億0003相距太大。市值細是缺點也是優點。只要保持到增長,派發紅股相比其他高分紅細股更有吸引力。</p><p><br /></p><p> </p><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhRqGDhSWB0Q-6F_7G8KCTpgt9_KQbUEto7A8EC9Uqle316egEEigRpbrjcGiWnuACgfw_bQxk8-W0ROJBFt-lW8qtfr9C9Wck_LfrRsHF0cYMZ53EXQNIBIAYjm8hz8GA-nM1AhSUIZ2m-PKqHh3MRBN_x0aLi3LpOgGJUHpGfvFSJ7FhlBiwvjHoAmw/s2640/Screenshot_20230513_081331_com.xueqiu.android.jpg" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="2640" data-original-width="1200" height="640" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhRqGDhSWB0Q-6F_7G8KCTpgt9_KQbUEto7A8EC9Uqle316egEEigRpbrjcGiWnuACgfw_bQxk8-W0ROJBFt-lW8qtfr9C9Wck_LfrRsHF0cYMZ53EXQNIBIAYjm8hz8GA-nM1AhSUIZ2m-PKqHh3MRBN_x0aLi3LpOgGJUHpGfvFSJ7FhlBiwvjHoAmw/w290-h640/Screenshot_20230513_081331_com.xueqiu.android.jpg" width="290" /></a></div><br /><p></p>Chun yeung akhttp://www.blogger.com/profile/16746029969761317370noreply@blogger.com0tag:blogger.com,1999:blog-1543929167597809230.post-15355717426182126252023-05-08T03:36:00.002-07:002023-05-08T03:36:27.268-07:00組合再調整,比重重新調配。<p> 今次調整壓低股息率,再增加進攻性。</p><p><br /></p><p>亞太衛星賣一半獲利,把平均價壓至1.3左右。</p><p> 沽出資金就主力加注興達國際,增加股息率,以及買進潛力十倍股00085。</p><p> 另外賣出1522,買進1571信邦控股。控制注碼,只是買了約二十萬左右。對它的疑問都在偉哥的文章找到。</p><p><br /></p><p> </p><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEikhfeSxLP-YDVP33jlGPHHLYjCwHpwD3voLm6dewngjIFL50rKWSy9COOr2LrdK3C7g-gwAMuqjwe1mP6qdefNXA21CpNgGF9DeoUYl2AvkWfW8NEQg13n4NiPfIk-nWCPdgAI5T2V_P6SI8aF_oUnpBe2zeXRINSFJcrfoOiHQzDC1TPZieX_czmz4w/s2640/Screenshot_20230508_162211_com.xueqiu.android.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="2640" data-original-width="1200" height="539" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEikhfeSxLP-YDVP33jlGPHHLYjCwHpwD3voLm6dewngjIFL50rKWSy9COOr2LrdK3C7g-gwAMuqjwe1mP6qdefNXA21CpNgGF9DeoUYl2AvkWfW8NEQg13n4NiPfIk-nWCPdgAI5T2V_P6SI8aF_oUnpBe2zeXRINSFJcrfoOiHQzDC1TPZieX_czmz4w/w269-h539/Screenshot_20230508_162211_com.xueqiu.android.jpg" width="269" /></a></div><br /><p></p><p><br /></p>Chun yeung akhttp://www.blogger.com/profile/16746029969761317370noreply@blogger.com0tag:blogger.com,1999:blog-1543929167597809230.post-52828261092445830292023-05-03T03:34:00.006-07:002023-05-03T03:34:44.616-07:00踏進五月,組合大換血!<p></p><div class="separator" style="clear: both; text-align: center;">手上的新華教育,招商房託和北控城市資源踢出。換進新能源汽車,鐵路交通和晶片收息股。有一間公司叫威勝控股,大幅增加派息走了寶。唯有拿住1522京投交通科技頂住先。</div><div class="separator" style="clear: both; text-align: center;">由於內地開始減少興建軌道交通,中長線仍有不利因素。這層要看國外增量補回一下。財技上應該有興趣想把旗下華啟上市。</div><div class="separator" style="clear: both; text-align: center;">至於興達國際機場的1899,內地輪胎市場受惠復甦,再配合國外市場淨利增長,下年派息可能有驚喜,增加派息到0.2左右。</div><div class="separator" style="clear: both; text-align: center;">餘下的中電華大科技00085是一間有潛力十倍股。國產替代,數字人民幣,政府關係都是爆升潛力因子。有股息基本都會集中加注。不過今年由於內地買了房渡假用,股息優先應付裝修開支為主。所以不能大幅加注這間公司。</div><div class="separator" style="clear: both; text-align: center;"><br /></div><div class="separator" style="clear: both; text-align: center;"><br /></div><div class="separator" style="clear: both; text-align: center;"><br /></div><div class="separator" style="clear: both; text-align: center;"><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhB8i_LOiiaZ5Mcpsrwb5Cw8BVZaGbBmhI8J3huh-5wKUdey5QuWgwp7ieD24ED-IZTk1I8MmkVX0Zb387HTYHFVlQrg4mhgqOAqFWL5csaQidI3SxOunKcMX8G-ox82J9MX_mmMI3feh72ljguEdk69brY0o0GEyuj123wWVeEH-3QC_yTepoIHRNmVQ/s2640/Screenshot_20230503_181508_com.xueqiu.android.jpg" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="2640" data-original-width="1200" height="748" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhB8i_LOiiaZ5Mcpsrwb5Cw8BVZaGbBmhI8J3huh-5wKUdey5QuWgwp7ieD24ED-IZTk1I8MmkVX0Zb387HTYHFVlQrg4mhgqOAqFWL5csaQidI3SxOunKcMX8G-ox82J9MX_mmMI3feh72ljguEdk69brY0o0GEyuj123wWVeEH-3QC_yTepoIHRNmVQ/w339-h748/Screenshot_20230503_181508_com.xueqiu.android.jpg" width="339" /></a></div><br /> <p></p>Chun yeung akhttp://www.blogger.com/profile/16746029969761317370noreply@blogger.com0tag:blogger.com,1999:blog-1543929167597809230.post-50802567236822448052023-04-03T23:37:00.005-07:002023-04-03T23:37:46.798-07:00悶悶地繼續持有養老組合。<p> </p><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjam8JffcfnD9A94P5qXbecxC6ImSG33GrybAMm8QwvdCyanIMSuar4DOjK05axTU--rkh1EBPRJ2KHkUGRozsG1UStfrnuNIYs3D14ldEAWo3rhCiQU5ptPpTPRB6Qd5a2JysYqZ5b-jJtAsiDCSCuT_pInyiMO3PZUdVJYYK4FbvYc5gKlNEIo272_A/s2640/Screenshot_20230404_143450_com.xueqiu.android.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="2640" data-original-width="1200" height="640" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjam8JffcfnD9A94P5qXbecxC6ImSG33GrybAMm8QwvdCyanIMSuar4DOjK05axTU--rkh1EBPRJ2KHkUGRozsG1UStfrnuNIYs3D14ldEAWo3rhCiQU5ptPpTPRB6Qd5a2JysYqZ5b-jJtAsiDCSCuT_pInyiMO3PZUdVJYYK4FbvYc5gKlNEIo272_A/w290-h640/Screenshot_20230404_143450_com.xueqiu.android.jpg" width="290" /></a></div><div class="separator" style="clear: both; text-align: center;"><br /></div><div class="separator" style="clear: both; text-align: center;">間間業績對路,北控派息增加28%股價仍然沒有大反應,莫非北控個名真係咁臭。從良都俾唔夠信心?</div><div class="separator" style="clear: both; text-align: center;"><br /></div><div class="separator" style="clear: both; text-align: center;"><br /></div><br /><p></p>Chun yeung akhttp://www.blogger.com/profile/16746029969761317370noreply@blogger.com2tag:blogger.com,1999:blog-1543929167597809230.post-64396756053192693772023-03-10T02:50:00.002-08:002023-03-10T02:50:35.842-08:00保本加息組合,踢走1052越秀交通。<p> 越秀系的動作頻頻,搞埋供股坑股民。同為越秀系的越秀交通恐怕難逃被摘的命運。老人不立危牆之下,果斷沽出。贏少少離場。</p><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjKzV1YTVhSbftn-M26_AvNDAQD0YiEMFFJOQJpKpIoBxZIxe4xd7fJYWQ7JjuoRmbzm3hojm9WJZsayh45Oc2WEmJCnPpHCDV6CIILn557eo_8k0OrvqL-YNxhrzCKRR9Sb5VPyWNjx18ToRTcBqauqVzBIi1LY8eD21Ioilwc0i0Ti9Qnv9RBVZFQYA/s2640/Screenshot_20230310_184247_com.xueqiu.android.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="2640" data-original-width="1200" height="640" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjKzV1YTVhSbftn-M26_AvNDAQD0YiEMFFJOQJpKpIoBxZIxe4xd7fJYWQ7JjuoRmbzm3hojm9WJZsayh45Oc2WEmJCnPpHCDV6CIILn557eo_8k0OrvqL-YNxhrzCKRR9Sb5VPyWNjx18ToRTcBqauqVzBIi1LY8eD21Ioilwc0i0Ti9Qnv9RBVZFQYA/w290-h640/Screenshot_20230310_184247_com.xueqiu.android.jpg" width="290" /></a></div><br /><p><br /></p><p><br /></p><p> 至於換什麼,其實都仲有中廣核選擇。不過我覺得財務和爆炸力只是一般。情願選擇788中国鐵塔,股息率雖然低,但股息增長率隨時大過電訊三傻。打算叫老豆收完派息慢慢再主力加注呢間公司,拉平個平均價。</p><p><br /></p><p><br /></p>Chun yeung akhttp://www.blogger.com/profile/16746029969761317370noreply@blogger.com0tag:blogger.com,1999:blog-1543929167597809230.post-80185533295884008592023-02-21T20:30:00.002-08:002023-02-21T20:30:07.705-08:00以本試毒<p> 有毒的北控系,終於入坑。唔計旗艦的北京控股,我相信這間財務是同系最健康的。健康的現金流,低負債率,做大做強的野心,增加分紅的潛力,北京國資的靠山。賽道稍為好過物管少少。這就是3718。</p><p><br /></p><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhxSJKJXw97Aj5TRTxB0eHFA424fSgpNAwao7HvSXRrV1Y3OWyFQdNfrA37UhAoSX1UHnGjhz2-deGhJxCyVmz-lyblcfAx4Sb7OmlI_IW7TkHHLqDGoKHfTZINZ9PyKXlRsVyvgTDHLrcRldeEy-vAYegoF36I9SxddHF8rFwSl1OAymoFNDNj8X4hRA/s2021/Screenshot_20230222_122224_com.xueqiu.android_edit_71660158651043.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="2021" data-original-width="1200" height="640" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhxSJKJXw97Aj5TRTxB0eHFA424fSgpNAwao7HvSXRrV1Y3OWyFQdNfrA37UhAoSX1UHnGjhz2-deGhJxCyVmz-lyblcfAx4Sb7OmlI_IW7TkHHLqDGoKHfTZINZ9PyKXlRsVyvgTDHLrcRldeEy-vAYegoF36I9SxddHF8rFwSl1OAymoFNDNj8X4hRA/w380-h640/Screenshot_20230222_122224_com.xueqiu.android_edit_71660158651043.jpg" width="380" /></a></div><br /><p><br /></p>Chun yeung akhttp://www.blogger.com/profile/16746029969761317370noreply@blogger.com5tag:blogger.com,1999:blog-1543929167597809230.post-20442008878527088482023-02-17T22:23:00.002-08:002023-02-17T22:23:34.939-08:00再調倉,止蝕避回調風險。<p> 沽出首程,理由買進價差。改為買進2779新華教育。平時收息,等紅山和臨床醫學院轉設成功,升格大學。新華老闆本身是四大教育龍頭之一,收購學院眼光也不錯。</p><p> </p><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEigmgr6Szn3IV-054r5elMXk64b6b3Qc6s2MY0J-FH8E3nVpZa0W4Vqx0upiLhkELK8bDNRzUuvZ-HeoNAZWFkBrWzaaEBWS846XlcjY6CP5nr9uSTnLCwvXB1HNIqpDjSQvUHXsdWgsJEXXNud7kV2MPNV5PLUGOG2Be3YX1-oiVhtLs6QvPa5XyXeHA/s2640/Screenshot_20230218_141745_com.xueqiu.android.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="2640" data-original-width="1200" height="640" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEigmgr6Szn3IV-054r5elMXk64b6b3Qc6s2MY0J-FH8E3nVpZa0W4Vqx0upiLhkELK8bDNRzUuvZ-HeoNAZWFkBrWzaaEBWS846XlcjY6CP5nr9uSTnLCwvXB1HNIqpDjSQvUHXsdWgsJEXXNud7kV2MPNV5PLUGOG2Be3YX1-oiVhtLs6QvPa5XyXeHA/w290-h640/Screenshot_20230218_141745_com.xueqiu.android.jpg" width="290" /></a></div><br /><p></p>Chun yeung akhttp://www.blogger.com/profile/16746029969761317370noreply@blogger.com0tag:blogger.com,1999:blog-1543929167597809230.post-43463499671841880792023-02-13T17:56:00.002-08:002023-02-13T17:56:11.227-08:00再調倉,分散reits壓力。<p> 領展供股令我覺得本地上市reits普遍債務比較嚴重。所以只留下借錢有著數的招商房託坐鎮。賣走順豐房託避雷,睇下有沒有低價再買進。買進三年前4元以上的信義能源,重温舊夢一下。</p><p><br /></p><p> </p><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhLRwu6by7wy6UBJGnUBbaVjNN27kk4RxeDxsX7vZmmEip0Ev4aHwrrQIqSsNlZXa0X3GwF8pxyAl-c1WsZZgtJgMzKKNoP4XTi9MKZ0QaU634LJyGIkw_ovN5N_L0AmwHTfSGsfVxHVUOMTu4BDxkL_HhYAtxD_JSSA4XgbmtT5AhdIm7jHYnzM1hk9g/s2640/Screenshot_20230214_095207_com.xueqiu.android.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="2640" data-original-width="1200" height="640" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhLRwu6by7wy6UBJGnUBbaVjNN27kk4RxeDxsX7vZmmEip0Ev4aHwrrQIqSsNlZXa0X3GwF8pxyAl-c1WsZZgtJgMzKKNoP4XTi9MKZ0QaU634LJyGIkw_ovN5N_L0AmwHTfSGsfVxHVUOMTu4BDxkL_HhYAtxD_JSSA4XgbmtT5AhdIm7jHYnzM1hk9g/w290-h640/Screenshot_20230214_095207_com.xueqiu.android.jpg" width="290" /></a></div><br /><p></p>Chun yeung akhttp://www.blogger.com/profile/16746029969761317370noreply@blogger.com0tag:blogger.com,1999:blog-1543929167597809230.post-63760035437861581552023-01-31T22:06:00.002-08:002023-01-31T22:06:12.575-08:00家父組合,佛系持股。<p> 舊年十月他不敢撈底,一月佢卻買進北京控股和中信電訊。</p><p> 我就近日買進6601朝雲集團消費收息股作為觀察倉,一邊觀察一邊研究一邊收息。</p><p> </p><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEi0TitP0c7PKq0yf0SCUEyjvVdAqtHblDnz-hmwx4LwBDZRe6PEwm9NuMOe6gq34Sq4jjKZqpnveHkaSEug8b6W6YLNqevz2_dbDolGhWfiQpd8DxcS4IZECx9JN8-Nm5H--VVsiCOd9i5faxtEPR4Vuf6y62FnWWQ0uvbxFACPcMXrXMcQBhdDJxrkbQ/s2640/Screenshot_20230201_140042_com.xueqiu.android.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="2640" data-original-width="1200" height="640" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEi0TitP0c7PKq0yf0SCUEyjvVdAqtHblDnz-hmwx4LwBDZRe6PEwm9NuMOe6gq34Sq4jjKZqpnveHkaSEug8b6W6YLNqevz2_dbDolGhWfiQpd8DxcS4IZECx9JN8-Nm5H--VVsiCOd9i5faxtEPR4Vuf6y62FnWWQ0uvbxFACPcMXrXMcQBhdDJxrkbQ/w290-h640/Screenshot_20230201_140042_com.xueqiu.android.jpg" width="290" /></a></div><br /><p></p>Chun yeung akhttp://www.blogger.com/profile/16746029969761317370noreply@blogger.com0tag:blogger.com,1999:blog-1543929167597809230.post-50780743749851583752023-01-26T00:29:00.004-08:002023-01-26T00:29:37.578-08:00兔年快樂!倉位再調整。<p> 無無聊聊花了少少時間看一看留意開的blogger的港股持倉。比較有趣的重倉有三個。</p><p>一個以電訊股為主收息倉,一個以能源股為主和餘下現金約兩成的收息倉。還有一個45%內險45%物管倉。各自持倉類別不同,核心都是穩守突擊。</p><p> 至於自己的倉位,經過一輪調倉。減少穩守成份,增加突擊成份。成為了一個以reits為主的收息倉。 首程我計半間reits, 一早已經留意呢間公司,最後決定出手只是它的爆升潛力大於1883,才轉倉這間公司。</p><p> </p><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjg8JjbDOSQL64D0LmyWXVJixd2ro4YBEgfgVT1KjoWLDHaEEIhnAr0UDNRCIaB4lv8Ug4WZb8pqGGTRPnreG-gvApn4aS2ihTCy7Myg-hspVGvv4rdRCUc8OYC6YY2tsEFV_HKDRbYOQcGD-7I7LMCz704UnQrry9yYPfhnJtkC60IqxT7gfpTBVzQDg/s2640/Screenshot_20230126_161755_com.xueqiu.android.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="2640" data-original-width="1200" height="640" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjg8JjbDOSQL64D0LmyWXVJixd2ro4YBEgfgVT1KjoWLDHaEEIhnAr0UDNRCIaB4lv8Ug4WZb8pqGGTRPnreG-gvApn4aS2ihTCy7Myg-hspVGvv4rdRCUc8OYC6YY2tsEFV_HKDRbYOQcGD-7I7LMCz704UnQrry9yYPfhnJtkC60IqxT7gfpTBVzQDg/w290-h640/Screenshot_20230126_161755_com.xueqiu.android.jpg" width="290" /></a></div><br /><p></p>Chun yeung akhttp://www.blogger.com/profile/16746029969761317370noreply@blogger.com2tag:blogger.com,1999:blog-1543929167597809230.post-43113635891691206312023-01-17T00:15:00.001-08:002023-01-18T20:44:54.180-08:002023戰略八字真言「守成電訊,撈底房託!」<p> 靠著重注中国聯通收後上年部分失地。</p><p><br /></p><p>今年仍處於加息週期情況下,房託類別處於較弱勢位置。建基於美國加息週期短,減息週期長情況下。是數年來難得建倉良機。</p><p> </p><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjNMfJ1NN7icFs7gm51pJAxkUHiPO-AdGaaXkgczSzp2tKH7jFKCNQ3Y7vQ5qxYYGAFxOA4cr1XB-iNm5YOeEgouLmy-wk6J2RXtIpSXtRc2TuYm4VFMnWDY7MdL4z6Rc4xhGeyxWaEMRwFchY60Di5tmdkt7yqxrDYcztIgyqVpstACeZYscGCgV4qXA/s2556/43A2A77E-5D4A-4830-9666-F1F4BF35B4CF.png" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="2556" data-original-width="1179" height="645" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjNMfJ1NN7icFs7gm51pJAxkUHiPO-AdGaaXkgczSzp2tKH7jFKCNQ3Y7vQ5qxYYGAFxOA4cr1XB-iNm5YOeEgouLmy-wk6J2RXtIpSXtRc2TuYm4VFMnWDY7MdL4z6Rc4xhGeyxWaEMRwFchY60Di5tmdkt7yqxrDYcztIgyqVpstACeZYscGCgV4qXA/w298-h645/43A2A77E-5D4A-4830-9666-F1F4BF35B4CF.png" width="298" /></a></div><br /><p></p><p> 雖然唔係最低位買這間公司,而是買了中國聯通。</p><p>這間招商房託1503和順豐房託2191以及中信國際電訊1883一樣,共通點都是大市的豬油膏,升得慢。追落後的性價比之選。</p><p><br /></p><p> 增持reits另一樣潛在利好因素是等待中港reits互聯互通,不用先進港股通。</p><p><br /></p><p> <br /></p><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiZDHloINeoRl97lLZw3V44Xw693cTkhA7USJJoH4fHv0x87jxzmw3JUGtAIXv3TOC9h9ryckejEL3TTp0l1yO8QRw2j0Q2z4KjCc7onHl-el5VfRsC-E0akX826X4HndIor6wesxuNYIvkYwH6MtVHFs3NoX6EL3QY0194YmITi_YEyjv81oFMZ40EWQ/s2556/27D0F3A2-C420-4A2D-89D5-EE941D7CFEC5.png" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="2556" data-original-width="1179" height="640" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiZDHloINeoRl97lLZw3V44Xw693cTkhA7USJJoH4fHv0x87jxzmw3JUGtAIXv3TOC9h9ryckejEL3TTp0l1yO8QRw2j0Q2z4KjCc7onHl-el5VfRsC-E0akX826X4HndIor6wesxuNYIvkYwH6MtVHFs3NoX6EL3QY0194YmITi_YEyjv81oFMZ40EWQ/w366-h640/27D0F3A2-C420-4A2D-89D5-EE941D7CFEC5.png" width="366" /></a></div><div class="separator" style="clear: both; text-align: center;"><br /></div><div class="separator" style="clear: both; text-align: center;">另外部分資金加注亞太衛星,衛星陣營多了6e衛星。</div><div class="separator" style="clear: both; text-align: center;"><br /></div><div class="separator" style="clear: both; text-align: center;">總結整個經合如果派息不減,一年收息率會有十里息或以上。作為一隻收息玄武,真是龜到極致!</div><div class="separator" style="clear: both; text-align: center;"><br /></div><div class="separator" style="clear: both; text-align: center;">昨年感染咗肺炎更加體驗到手上有持股收息重要性!手上有息,生活不慌!穩打穩紮,攻守自在!</div><p></p>Chun yeung akhttp://www.blogger.com/profile/16746029969761317370noreply@blogger.com1tag:blogger.com,1999:blog-1543929167597809230.post-823448947079491162022-12-11T01:49:00.003-08:002022-12-11T01:49:52.034-08:00柳暗花明又一村!強積金不升不跌排第一!<p> 回想今年年頭由美股基金轉向大中華基金,感覺到時勢不對。所以在一月尾轉去強積金保守基金。去到現在,由於加息週期,看很穩建的以債劵為主的保證基金和環球債券基金都要跌一至兩成。至於什麼股票基金都至少跌兩至三成。</p><p> </p><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhh1MCmyiQzl3Xoc2GHO6xCGZ-0OSLs2943AeDeks6FQZur3ymafgGWS3vMUefw4xFdvNWqD1mRWVgTWmPw_i_HCGjKu5wwGf7VwO5Ql448TKgkcLGUOM-rVpYIdBEu_AtTr3yglPT9XpHAlzJXHpQGHHNfbeeNwoXbym9fMzzI72tQaUhW2CdBrhLd8Q/s1896/%E8%9E%A2%E5%B9%95%E6%88%AA%E5%9C%96%202022-12-11%20%E4%B8%8B%E5%8D%885.34.59.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="1150" data-original-width="1896" height="388" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhh1MCmyiQzl3Xoc2GHO6xCGZ-0OSLs2943AeDeks6FQZur3ymafgGWS3vMUefw4xFdvNWqD1mRWVgTWmPw_i_HCGjKu5wwGf7VwO5Ql448TKgkcLGUOM-rVpYIdBEu_AtTr3yglPT9XpHAlzJXHpQGHHNfbeeNwoXbym9fMzzI72tQaUhW2CdBrhLd8Q/w640-h388/%E8%9E%A2%E5%B9%95%E6%88%AA%E5%9C%96%202022-12-11%20%E4%B8%8B%E5%8D%885.34.59.png" width="640" /></a></div><br /><p></p><p>倉位上,賣了6823微賺。轉倉以物流地產為主高息房托2191。物流地產是不怕寫字樓租金下跌,淘寶等網購仍然是剛需。中長線就期待減息週期慢慢注入內地物流地產成長。</p>Chun yeung akhttp://www.blogger.com/profile/16746029969761317370noreply@blogger.com0tag:blogger.com,1999:blog-1543929167597809230.post-78773094261464227312022-10-30T21:50:00.002-07:002022-10-30T23:19:09.342-07:00爛市必勝法!建倉超高息股。重新出發!<p> 至上一篇以來先後轉倉買了三一國際,損十幾巴仙離場。還有津上和大明各自蝕三成離場。加上今年突發開支消費數萬元。資產大幅回落這個情況。另外也轉移兩萬元去螞蟻銀行日日賺5毫,增加流動資金滾錢能力。</p><p> </p><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEitD5ZDlBKWB0_NEb0wRhQzQHCrWrcR4AQku6LTWbdsXHvlkNJ-n6dLDFJ2pQRpHMGuNfN-_UVxavkEdhCGDCzn3jHrCRtKgSOwSRwFJzhmdadmIzjLyZml3qHdnuek_FNVY3aEn0tpdEfkS_0PbHu7Qj6wB-6A6RVoIBXdcWMVE4E3SoSNESW8PM5wfg/s1992/Screenshot_20221031_122943_com.xueqiu.android_edit_195234492604062.jpg" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="1992" data-original-width="1181" height="640" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEitD5ZDlBKWB0_NEb0wRhQzQHCrWrcR4AQku6LTWbdsXHvlkNJ-n6dLDFJ2pQRpHMGuNfN-_UVxavkEdhCGDCzn3jHrCRtKgSOwSRwFJzhmdadmIzjLyZml3qHdnuek_FNVY3aEn0tpdEfkS_0PbHu7Qj6wB-6A6RVoIBXdcWMVE4E3SoSNESW8PM5wfg/w380-h640/Screenshot_20221031_122943_com.xueqiu.android_edit_195234492604062.jpg" width="380" /></a></div><br /><p></p><p>整個市場遍地地雷,唯有買進兩間電訊股作為大後方。6823不求有功,但求無過。不似香港寛頻胡亂借債擴張。中国聯通派息比率約4成,但現價都有8里。還有一定成長性,現金流唔錯。</p><p>至於買進順豐房托,純粹覺得被錯殺。物流地產仍然係剛需,這間8成業務在青衣,收入穩定。樓可以唔買,但淘寶很難唔淘。全年如果兩次派息是0.3以上,就已經是里以上股票。不過加息週期唔係咁想佢擴充太快,始終是美元債令利息開支增加。</p><p><br /></p><p>至於王牌1523,溫和增長可以收貨。</p>Chun yeung akhttp://www.blogger.com/profile/16746029969761317370noreply@blogger.com2tag:blogger.com,1999:blog-1543929167597809230.post-50375059989311624092022-04-09T23:51:00.000-07:002022-04-09T23:51:00.237-07:00到達四月份,沒有大上大落,安心收息。<p> </p><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgk5M-i-Bf4eSUxTSQaCPKN_KEHav19QwGu5FEinkuLXnHiaVLNEAsi4SqfRDt6aODjkttHxbwlfct13XtXDlYRay6WWeELJikXN8Hhqyvd3jfTaBkVbDAC5GoiodH_LUp1-pL_SzgSgmnZqJyqUMiPVwTKcGK9EFmxSKw3PMGEdBa0KgUr94aWeqRkpg/s1024/IMG-20220410-WA0013.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="1024" data-original-width="683" height="640" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgk5M-i-Bf4eSUxTSQaCPKN_KEHav19QwGu5FEinkuLXnHiaVLNEAsi4SqfRDt6aODjkttHxbwlfct13XtXDlYRay6WWeELJikXN8Hhqyvd3jfTaBkVbDAC5GoiodH_LUp1-pL_SzgSgmnZqJyqUMiPVwTKcGK9EFmxSKw3PMGEdBa0KgUr94aWeqRkpg/w426-h640/IMG-20220410-WA0013.jpg" width="426" /></a></div><br /><p></p><p><br /></p><p>業績基本上對辦,不過預計今年增長一般。</p><p>深高速第一季被疫情拖累,影響增長。</p><p>洐灣科技,歐洲市場因為俄烏戰爭影響到供影鏈。</p><p><br /></p><p>大明國際沒有新增加工中心落成情況下,提高深度加工才能提升利潤。</p><p><br /></p><p><br /></p>Chun yeung akhttp://www.blogger.com/profile/16746029969761317370noreply@blogger.com1tag:blogger.com,1999:blog-1543929167597809230.post-31735971676967628092022-03-20T00:30:00.003-07:002022-03-20T00:30:37.796-07:00無論身體和財務都經歷大起大落,還好依靠股息渡過難關!<p> </p><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/a/AVvXsEg0deAqXmk8AM9xfO18e7T9y1BieEIvrr-W4ocp6Srp8KcDiQiNn1_jBN-FpbaxzmG4HaDE-DBsTcdSOxmkzaZK-5IxZNLWaXwPC_2MpYsAmRJY-PUVVDz2dqyO4WLVYJewi3jGVsxbJPfM2zkksXt-Hv9y4TDz_A3yKyLajW11JOOIxZMsMDx2lgArNA=s1733" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="1733" data-original-width="1125" height="640" src="https://blogger.googleusercontent.com/img/a/AVvXsEg0deAqXmk8AM9xfO18e7T9y1BieEIvrr-W4ocp6Srp8KcDiQiNn1_jBN-FpbaxzmG4HaDE-DBsTcdSOxmkzaZK-5IxZNLWaXwPC_2MpYsAmRJY-PUVVDz2dqyO4WLVYJewi3jGVsxbJPfM2zkksXt-Hv9y4TDz_A3yKyLajW11JOOIxZMsMDx2lgArNA=w416-h640" width="416" /></a></div><div class="separator" style="clear: both; text-align: center;"><br /></div><div class="separator" style="clear: both; text-align: center;">資產跌到二百萬以下,受累於大市波動。</div>股價無奈跟住下跌。珩灣科技和津些機床中國業績對辦,繼續持有。等待深高速和大明國際業績公布,期待有一個令人滿意的股息增長。<p></p><p>點解咁耐沒有出文章?因為全家中了肺炎,被逼放了無薪假,唯有依靠以前賺落的股息應付盟支,渡過難關。</p>Chun yeung akhttp://www.blogger.com/profile/16746029969761317370noreply@blogger.com3tag:blogger.com,1999:blog-1543929167597809230.post-69679533287425432642022-01-28T18:40:00.002-08:002022-01-28T18:40:15.868-08:00今月應該係最後一次調倉,渡過新年!<p> 主要操作是賣出1045亞太衛星,股息的确高。但業績也有機會輕微倒退從而影響派息。畢竟以前的收息陷阱經驗說給我聽,業績越差就會有機會減派息,只是股價比派息會優先反映。</p><p> 對我來說最理想操盤就是買成長性收息股,進攻就是最好的防守。業績增長才是對股價最佳防守。</p><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/a/AVvXsEiqThLABdUG_Qbruy1sP0i6j7ozZY03r35FSAk61IUttND7T3MhU0Z0kXj05Xgnt3HhnN_9hbN1PZl-udDWlmH9N9UKnG1o_IiYn3szWXB_LaHrFqOM8uIB4__S1THPNTAGjBZKz57DJQ2prxDOzUac90PEiTM1jE1HjBfwpJt2ySF0TgaGhzJxGWjggg=s1985" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="1985" data-original-width="1200" height="640" src="https://blogger.googleusercontent.com/img/a/AVvXsEiqThLABdUG_Qbruy1sP0i6j7ozZY03r35FSAk61IUttND7T3MhU0Z0kXj05Xgnt3HhnN_9hbN1PZl-udDWlmH9N9UKnG1o_IiYn3szWXB_LaHrFqOM8uIB4__S1THPNTAGjBZKz57DJQ2prxDOzUac90PEiTM1jE1HjBfwpJt2ySF0TgaGhzJxGWjggg=w386-h640" width="386" /></a></div><br /><p>賣出1045亞太衛星買什麼?</p><p>我從朝陽行業找尋,單單小市值來講係有兩間公司侯選。</p><p>一間威勝控股3393是受惠綠電政策,一間津上機床中国1651受惠新能源汽車和高端製造業。</p><p> 由於手上有深高速,它本身都有呢類綠電相關業務。所以我選擇了日資津上機床中国。</p><p> 在cnc數控機床,中国很難追上日本。呢方面我對呢間公司產品有信心。由於它沒有公開新能源汽車客戶名稱,所以有沒有特斯拉真係唔清楚。反正買行業,做得夠大。知名新能源汽車巨頭遲早也會光顧。</p><p><br /></p>Chun yeung akhttp://www.blogger.com/profile/16746029969761317370noreply@blogger.com7