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

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

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。

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。

Sunday, September 11, 2011

dont buy icapital

千万别买 icap , 只因它没派息,

没派息,就没有股息再投资。

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。