Market Brief

The articles are produced in Chinese only.

Author

林振寶先生(Vincent Lam)
輝立証券業務及市場經理

自從地鐵開始招股,本人就開始研究股票,了解公司的管理層,股價上落的模式。股票有一條好重要的常規,就是股價會反映所有一切資訊。 金融市場由牛市到熊市,熊市到牛市,恐慌到貪婪,貪婪到恐慌,相信歷史會永遠重演,但是人總會重覆犯錯
Phone:
36670693

致中興通訊(763)的苦主︰

Tuesday, April 24, 2018 Views4583

致中興通訊(763)的苦主︰

 

        在四月份,市場上其中的一個股市焦點就是中興通訊(763)。現時大部份人對這隻股票議論紛紛,有的說法是比較誇大,說到最後會倒閉,眾說紛紜。 如果你無持貨的,當然可以好安心地(食花生)等睇戲,但如果你是持貨的投資者,心情一定不會好受。

              

以下是一些多年的經驗之談,希望幫到持貨的投資者。      

 

  1. 要留意中興通訊(763) 公司有什麼新聞公佈。
  2. 留意復牌日期︰由於牽涉到業績的問題,請大家要有心理準備需要一段時間才能夠復牌。
  3. 復牌後會跌︰股價一定會反映基本因素,這基本因素就是推算中興通訊日後的損失。
  4. 坊間最壞的打算是清盤,其實也不用太悲觀。
  5. 股票市場人士的分析永遠把事情形容到非常悲觀,非常沮喪,這是我們證券行業突出自己的表現(究竟有多少人會說中呢?)。當股市樂觀時,又會說公司前境非常亮麗,好像是不買會有蝕底及後悔的感覺,結果是接了火棒吧(大家懂的) ! 所以擔心是需要,只是不用過於悲觀的。
  6. 為何不太悲觀?以往蒙牛,中信泰富一開市, 竟是接近全日最低位,之後慢慢回升。回看過去,應該當時是買,而不是沽。
  7. 在中興通訊(763)未停牌前,每天也有投資者大手沽空這隻股票,所以當這隻股票復牌當日,就會有兩類型的買盤,第一,就是價值投資者,趁低吸納; 第二,就是借貨沽空的大量買盤,沽空者應該有超過雙位數字的回報,要平倉賺錢,買回股票還貨。所以其實是有龐大的買家。
  8. 不要對股票產生過度悲觀、 絕望,股票市場最緊要學識振作,風浪過後,又是另一片晴天。

 

        以上是一些本人經驗的分享,只是一份心意,希望幫到有(763)的投資者。

 

        另外,其實當一隻多人參與的股票停牌,市場就會出現另類的振盪,為什麼呢? 其實是因為用了孖展不入錢(找數)的投資者被斬倉(強行沽出股票),結果有些股票會突然跌多了,導致股價雪上加霜。這亦是解釋了當天興通訊(763)停牌,會有些股票跌得比較深。大家留意,從相反理論看,這也是投資者的買入機會,可惜恐慌永遠蓋過了投資者平常的理性,不能做到人棄我取。

 

        或者想了解本作者,輝立公司的網站 , www.poems.com.hk  選 金融進修中心 → 講師 - > Vincent Lam

 

        歡迎任何人引述我的文章到別處,只需要知會本人就可以,謝謝!!!

 

作者:本人林振寶為證監會持牌人士。截至本評論文章發表日止,本人沒有持有全部提及之證券的所有相關財務權益。 以上純屬個人意見,不構成任何買賣邀請。

This report is produced and is being distributed in Hong Kong by Phillip Securities Group with the Securities and Futures Commission (“SFC”) licence under Phillip Securities (HK) LTD and/ or Phillip Commodities (HK) LTD (“Phillip”). Information contained herein is based on sources that Phillip believed to be accurate. Phillip does not bear responsibility for any loss occasioned by reliance placed upon the contents hereof. The information is for informative purposes only and is not intended to or create/induce the creation of any binding legal relations. The information provided do not constitute investment advice, solicitation, purchase or sell any investment product(s). Investments are subject to investment risks including possible loss of the principal amount invested. You should refer to your Financial Advisor for investment advice based on your investment experience, financial situation, any of your particular needs and risk preference. For details of different product's risks, please visit the Risk Disclosures Statement on http://www.phillip.com.hk. Phillip (or employees) may have positions/ interests in relevant investment products. Phillip (or one of its affiliates) may from time to time provide services for, or solicit services or other business from, any company mentioned in this report. The above information is owned by Phillip and protected by copyright and intellectual property Laws. It may not be reproduced, distributed or published for any purpose without prior written consent from Phillip.
Top of Page
Contact Us
Please contact your account executive or call us now.
Research Department
Tel : (852) 2277 6846
Fax : (852) 2277 6565
Email : businessenquiry@phillip.com.hk

Enquiry & Support
Branches
The Complaint Procedures
E-Check
Login
Louis Talk
Investor Notes
Free Subscribe
Contact Us