27-9-2011 买甚麽好呢？
要快进快出的有，
leweko, 今天闭市 13sen 罢了，明天早上 27-9-2011 就 13sen 直接吃, 14sen 卖都可赚到 $ 。
记得早上买，过了时辰就别买，因为过了还能买到那就证明反弹无力。
事先声明：leweko 是投机股。
至于投资吗？银行股跌低了就买来收。
Tuesday, September 27, 2011
Monday, September 26, 2011
LYSAGHT
刚刚看了它在 25/8/2011 公布的财报，
它没借贷，
总债务才 RM5,326,000，
现金 RM46,651,000，
如果扣掉总债务，现金还有 RM41,325,000，
总票数=41,580,000,
每股净现金=41,325,000 / 41,580,000 = RM0.99 = 99 sen,
23-9-2011 的闭市价 = RM 1.67
LYSAGHT First & Final Dividend 10% T.E. ex-date 1 Jul 2011, payment date 22 Jul 2011
LYSAGHT .......... Final Dividend 5% T.E. ex-date 29 Jun 2010, payment date 19 Jul 2010
LYSAGHT ....... Interim Dividend 5% T.E. ex-date 3 Dec 2009, payment date 21 Dec 2009
它没借贷，
总债务才 RM5,326,000，
现金 RM46,651,000，
如果扣掉总债务，现金还有 RM41,325,000，
总票数=41,580,000,
每股净现金=41,325,000 / 41,580,000 = RM0.99 = 99 sen,
23-9-2011 的闭市价 = RM 1.67
LYSAGHT First & Final Dividend 10% T.E. ex-date 1 Jul 2011, payment date 22 Jul 2011
LYSAGHT .......... Final Dividend 5% T.E. ex-date 29 Jun 2010, payment date 19 Jul 2010
LYSAGHT ....... Interim Dividend 5% T.E. ex-date 3 Dec 2009, payment date 21 Dec 2009
Thursday, September 22, 2011
Ben Bernanke 跳 twist dance
Operation Twist
The Federal Open Market Committee action known as Operation Twist (named for the Twist dance craze of the time) began in 1961. The intent was to flatten the yield curve in order to promote capital inflows and strengthen the dollar. The Fed utilized open market operations to shorten the maturity of public debt in the open market. It performs the 'twist' by selling some of the short term debt (with three years or less to maturity) it purchased as part of the quantitative easing policy back into the market and using the money received from this to buy longer term government debt. Although this action was marginally successful in reducing the spread between long-term maturities and short-term maturities, some economists have suggested it did not continue for a sufficient period of time to be effective. Despite being considered a failure in near-term analyses, the action has subsequently been reexamined in isolation and certain economists have suggested it was more effective than originally thought. As a result of this reappraisal, similar action has been suggested as an alternative to quantitative easing by central banks.
The Federal Open Market Committee concluded its September 21, 2011 Meeting at about 2:15PM EDT by announcing the implementation of Operation Twist. This is a plan to purchase $400 billion of bonds with maturities of 6 to 30 years and selling bonds with maturities less than 3 years, thereby extending the average maturity. . This is an attempt to do what Quantitative Easing (QE) tries to do, without printing more money and expanding the Fed's balance sheet and therefore avoid the inflationary pressure that QE brings. This announcement brought a bout of risk aversion seen in the equity markets, and strengthened the US Dollar, whereas QE II had weakened the USD and supported the equity markets.
http://en.wikipedia.org/wiki/Operation_Twist#Operation_Twist
想看 Ben Bernanke 怎样跳 twist dance 吗？请看 http://www.youtube.com/watch?v=u7W8gZkpj8s
想看Obama 的在这里 http://www.youtube.com/watch?v=LVQ0MXp-8ds
The Federal Open Market Committee action known as Operation Twist (named for the Twist dance craze of the time) began in 1961. The intent was to flatten the yield curve in order to promote capital inflows and strengthen the dollar. The Fed utilized open market operations to shorten the maturity of public debt in the open market. It performs the 'twist' by selling some of the short term debt (with three years or less to maturity) it purchased as part of the quantitative easing policy back into the market and using the money received from this to buy longer term government debt. Although this action was marginally successful in reducing the spread between long-term maturities and short-term maturities, some economists have suggested it did not continue for a sufficient period of time to be effective. Despite being considered a failure in near-term analyses, the action has subsequently been reexamined in isolation and certain economists have suggested it was more effective than originally thought. As a result of this reappraisal, similar action has been suggested as an alternative to quantitative easing by central banks.
The Federal Open Market Committee concluded its September 21, 2011 Meeting at about 2:15PM EDT by announcing the implementation of Operation Twist. This is a plan to purchase $400 billion of bonds with maturities of 6 to 30 years and selling bonds with maturities less than 3 years, thereby extending the average maturity. . This is an attempt to do what Quantitative Easing (QE) tries to do, without printing more money and expanding the Fed's balance sheet and therefore avoid the inflationary pressure that QE brings. This announcement brought a bout of risk aversion seen in the equity markets, and strengthened the US Dollar, whereas QE II had weakened the USD and supported the equity markets.
http://en.wikipedia.org/wiki/Operation_Twist#Operation_Twist
想看 Ben Bernanke 怎样跳 twist dance 吗？请看 http://www.youtube.com/watch?v=u7W8gZkpj8s
想看Obama 的在这里 http://www.youtube.com/watch?v=LVQ0MXp-8ds
Wednesday, September 21, 2011
现在卖股最危险
现在卖股最危险？
介绍一本书给各位，
“一看就懂，投资大师的创富密码“，
22位经典投资大师投资密技，
李成思编著，夏易恩绘图，大众书局有卖。
满仓的朋友，可用股息再投资。
http://musicalwaterfall.blogspot.com/2011/08/blog-post.html
http://musicalwaterfall.blogspot.com/2011/08/blog-post_10.html
http://musicalwaterfall.blogspot.com/2011/08/dividend-yield-10.html
http://musicalwaterfall.blogspot.com/2011/08/cyl.html
http://musicalwaterfall.blogspot.com/2011/08/winners-never-quit-quitter-never-win.html
http://musicalwaterfall.blogspot.com/2011/08/blog-post_22.html
http://musicalwaterfall.blogspot.com/2011/09/blog-post_12.html
介绍一本书给各位，
“一看就懂，投资大师的创富密码“，
22位经典投资大师投资密技，
李成思编著，夏易恩绘图，大众书局有卖。
满仓的朋友，可用股息再投资。
http://musicalwaterfall.blogspot.com/2011/08/blog-post.html
http://musicalwaterfall.blogspot.com/2011/08/blog-post_10.html
http://musicalwaterfall.blogspot.com/2011/08/dividend-yield-10.html
http://musicalwaterfall.blogspot.com/2011/08/cyl.html
http://musicalwaterfall.blogspot.com/2011/08/winners-never-quit-quitter-never-win.html
http://musicalwaterfall.blogspot.com/2011/08/blog-post_22.html
http://musicalwaterfall.blogspot.com/2011/09/blog-post_12.html
Thursday, September 15, 2011
神棍
神棍，借神明骗迷信之徒的人。
股市之中有很多神棍，有时候我们自己也不知不觉的犯下同样错误，当起神棍。
“。。。某只股或股市即将大调整，大起，或大跌，小起，小跌，小调，横摆等等。。。“
对 人或朋友 说以上话或做以上预测，
得告知怎麽预测或推算出来的，或基于甚麽政策经济因素，公司生意前景，生意合约，
需求，业绩，股息，附加股，涡轮仔等。
否则，别事后孔明说：“我早就跟你说了，你不信，你看你看，现在 大起/大跌 了。。。“
等等自吹自擂的废话。
股市之中有很多神棍，有时候我们自己也不知不觉的犯下同样错误，当起神棍。
“。。。某只股或股市即将大调整，大起，或大跌，小起，小跌，小调，横摆等等。。。“
对 人或朋友 说以上话或做以上预测，
得告知怎麽预测或推算出来的，或基于甚麽政策经济因素，公司生意前景，生意合约，
需求，业绩，股息，附加股，涡轮仔等。
否则，别事后孔明说：“我早就跟你说了，你不信，你看你看，现在 大起/大跌 了。。。“
等等自吹自擂的废话。
Monday, September 12, 2011
为甚麽股市跌，人们就会惊慌抛售？
只因为许多人买股票，靠买卖价差赚钱，
所以，当 九妖妖纪念，有没有 QE3， 希腊倒债 等等，
价差难玩，就得先卖 回避这些问题引发的 股价暴跌。
有没有看过 师奶股神 ？
一部香港电视连续剧， 主角商天俄，谢天华，林嘉华，
剧末有一段非常有意义的话，
详文我忘了，不过，大意是劝世人，不要忘本，忘记了股票由来的根本，
股票的产生，让世人可以参股任何上市公司，
投资股票，就是投资生意很好会赚钱的公司，
靠赚取价差买卖股票的出发点就不对，所以外围跌时，心里也会当心手中的股票价跌。
如果买股票只单纯的想要股息，那麽美国大跌也无所谓，
还可乘机多扫点便宜货。
所以，当 九妖妖纪念，有没有 QE3， 希腊倒债 等等，
价差难玩，就得先卖 回避这些问题引发的 股价暴跌。
有没有看过 师奶股神 ？
一部香港电视连续剧， 主角商天俄，谢天华，林嘉华，
剧末有一段非常有意义的话，
详文我忘了，不过，大意是劝世人，不要忘本，忘记了股票由来的根本，
股票的产生，让世人可以参股任何上市公司，
投资股票，就是投资生意很好会赚钱的公司，
靠赚取价差买卖股票的出发点就不对，所以外围跌时，心里也会当心手中的股票价跌。
如果买股票只单纯的想要股息，那麽美国大跌也无所谓，
还可乘机多扫点便宜货。
Sunday, September 11, 2011
Friday, September 09, 2011
Digi 合理价
刚刚研究了 DIGI 的图表，然后作了以下的算计，
今早 digi gap up open at about RM33, 这价钱已属泡沫，
两季 eps = 73sen, 一年四季大慨 150sen, 它在本益比 20以上交易，
本益比 20高不高？
记得长期投资得有 margin of safety，所以，现在要买它的朋友，请三思。
今早 digi gap up open at about RM33, 这价钱已属泡沫，
两季 eps = 73sen, 一年四季大慨 150sen, 它在本益比 20以上交易，
本益比 20高不高？
记得长期投资得有 margin of safety，所以，现在要买它的朋友，请三思。
DIGI
等下开市时会不会 gap up, 到多少呢？RM33 ?
它是面值 10sen 的股，建议拆细为每股面值 1sen,
面值这麽低，在大马股市可算是绝无仅有的了。
刚刚查了它的基本面，今年上半年每股赚益 73sen,
却给股息 73sen, 意思上半年赚多少，给完多少，
maxis 今年上半年每股赚益 14.50sen, 却给股息 16sen, 倒贴了，
axiata 今年上半年每股赚益 14sen, 才给股息 4sen,
telekom 今年上半年每股赚益 8.1sen, 给股息 9.8sen, 也是倒贴。
由此可见， telekom, maxis, digi 这三个公司的本身基建设施已完善，
不需多余发展（扩充）开销，所以可以做到赚多少，就派完多少，
甚至拿以前所赚余的倒贴。
还有一点，这三个的管理层至目前为止，信赖度过关，至少他们愿与所有股东分享成果。
它是面值 10sen 的股，建议拆细为每股面值 1sen,
面值这麽低，在大马股市可算是绝无仅有的了。
刚刚查了它的基本面，今年上半年每股赚益 73sen,
却给股息 73sen, 意思上半年赚多少，给完多少，
maxis 今年上半年每股赚益 14.50sen, 却给股息 16sen, 倒贴了，
axiata 今年上半年每股赚益 14sen, 才给股息 4sen,
telekom 今年上半年每股赚益 8.1sen, 给股息 9.8sen, 也是倒贴。
由此可见， telekom, maxis, digi 这三个公司的本身基建设施已完善，
不需多余发展（扩充）开销，所以可以做到赚多少，就派完多少，
甚至拿以前所赚余的倒贴。
还有一点，这三个的管理层至目前为止，信赖度过关，至少他们愿与所有股东分享成果。
Sunday, September 04, 2011
黄金会跌价吗？
黄金会跌吗？
会，肯定会。
现在近 千九美元 1安士，价钱高吗？
我不知道，
要跌了吗？
我不知道。
还会继续起吗？
我也不知道。
不知道那写这篇文章干吗？
我要告诉大家，黄金也会跌价的，
由于它是商品（commodity），它的价钱会被操纵（manipulate)。
楼房，地产会跌价吗？
会，而且非常容易，
只要政府条列一改，不利它，它就跌。
请看这篇报道，http://www.chinanews.com/gj/2011/09-04/3304965.shtml
你认为以色列政府会镇压这些示威群众，还是修改条列降低房价呢？
不论怎样， smart money 是不是先溜了呢？
smart money 溜了，后知后觉的羊群还前仆后继的奋勇而进，自己想象血淋淋的画面吧。
.............MKs: Government Should Beware
Other MKs succeeded in meeting with the students and hearing their demands. MK Carmel Shama-Hacohen (Likud) warned that the government cannot stay in power without dealing with housing prices, which have risen by 43 percent in just three years.
“Either prices will fall, or the government will fall,” he warned.
Housing Minister Ariel Attias (Shas) has attempted to bring prices down by issuing tenders for thousands more new housing units per year. Housing prices have risen in part due to a 10-month construction freeze in Judea and Samaria, and a continuing de facto freeze in Jerusalem. Another factor is the increasing phenomenon of apartment purchases by tourists from overseas, who leave them empty for most of the year, but drive up prices......................................
( http://www.israelnationalnews.com/News/News.aspx/145793 )
会，肯定会。
现在近 千九美元 1安士，价钱高吗？
我不知道，
要跌了吗？
我不知道。
还会继续起吗？
我也不知道。
不知道那写这篇文章干吗？
我要告诉大家，黄金也会跌价的，
由于它是商品（commodity），它的价钱会被操纵（manipulate)。
楼房，地产会跌价吗？
会，而且非常容易，
只要政府条列一改，不利它，它就跌。
请看这篇报道，http://www.chinanews.com/gj/2011/09-04/3304965.shtml
你认为以色列政府会镇压这些示威群众，还是修改条列降低房价呢？
不论怎样， smart money 是不是先溜了呢？
smart money 溜了，后知后觉的羊群还前仆后继的奋勇而进，自己想象血淋淋的画面吧。
.............MKs: Government Should Beware
Other MKs succeeded in meeting with the students and hearing their demands. MK Carmel Shama-Hacohen (Likud) warned that the government cannot stay in power without dealing with housing prices, which have risen by 43 percent in just three years.
“Either prices will fall, or the government will fall,” he warned.
Housing Minister Ariel Attias (Shas) has attempted to bring prices down by issuing tenders for thousands more new housing units per year. Housing prices have risen in part due to a 10-month construction freeze in Judea and Samaria, and a continuing de facto freeze in Jerusalem. Another factor is the increasing phenomenon of apartment purchases by tourists from overseas, who leave them empty for most of the year, but drive up prices......................................
( http://www.israelnationalnews.com/News/News.aspx/145793 )
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