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Investment - a term with several closely-related meanings in business management, finance and economics, related to saving or deferring consumption.

Content

Methodology

Strategic analysis for value investing - Use of BCG Matrix and Porter Five Forces in value investing

點搵盈喜股 - 工業類股份分析方法

巴菲特的投資智慧與運用 - 分析巴菲特的投資方法與散戶的應用方法

解讀財務報表及識破財務陷阱

Analysis Reports

HK Stocks

531.hk - 順誠控股

633.hk - 中國全通 China All Access

826.hk - 天工國際 (826) / 天工國際 (826) (2/2)

1328.hk - 重大收購公告之無良吸金術大踢爆

2000.hk - 晨訊科技

2382.hk - 舜宇光學

Tools & Websites

CCASS Record Analysis - CCASS shareholding analysis by David Webb, good reference to keep track on money flow

IG Market - 24 hrs CFD quotation on HSF

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40 items for Investment
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1
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This post has a impact factor of 1 and 621 pageviews

Ride the Waves of Volatility with Ray Barros

It is important to have the trading wisdom and develop skills to remain relevant in any investment climate in order to secure one’s financial future. Especially with the recent economic uncertainties and escalating political tension in the world, volatile markets seem to be here to stay.  As such, Phillip CFD organised a special presentation with Mr Ray Barros on 30th April 2011 to help guide our clients on a step-by-step ...

...
phillipcfd 27 Jun 11
4
79
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This post has a quality rating of 4, base on 1 rating
Impact:
This post has a impact factor of 79 and 2754 pageviews

何必執著 - PE, PB & ROE (二)

我時常聽別人說: “ROE高的股票就必定是好的投資!!”

今天我要在這兒大聲疾呼 "ROE高的股票不一定是好投資!!"。

fung3010 18 Sep 10
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21
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This post has a impact factor of 21 and 1154 pageviews

何必執著 - PE, PB & ROE (一)

何必執著 - PE, PB & ROE (一)

fung3010 18 Sep 10
5
115
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This post has a quality rating of 5, base on 1 rating
Impact:
This post has a impact factor of 115 and 1913 pageviews

2000 晨訊科技中期報告分析

就晨訊科技中期報告, 作出對手機和M2M 業務作出簡單的財務和營商環境分析

__wah__ 20 Aug 10 | 9 comments
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16
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This post has a impact factor of 16 and 815 pageviews

老散投資札記: 產業轉型組合拳

Make sure you are aware of these policy changes, and grasp as much opportunities as you can.

中央今年的政策重點一直強調要調產業,把技術落後及產能過剩的產業淘汰,以往一直只聞樓梯聲,踏入六月以後,相關的政策已陸續出台,產業轉型已如箭在弦,蓄勢待發...

__wah__ 24 Jul 10
5.0
118
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This post has a quality rating of 5.0, base on 2 ratings
Impact:
This post has a impact factor of 118 and 1131 pageviews

天工國際 (826) (2/2)

世界盃話終於曲終人散。擱置了那麼久,現在也是時候做個了斷~

之前分析了業務和2010預測,這部分則會發表我對826的史前股權問題的看法。

fung3010 14 Jul 10 | 4 comments
4
123
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This post has a quality rating of 4, base on 1 rating
Impact:
This post has a impact factor of 123 and 953 pageviews

晨訊科技 EVDO 公板項目分析

己經好耐冇見過股票咁爆發了~

爆發的原因好明顯就係因為2000 中標中國電信EVDO 公板項目,但呢個消息我一早就係呢個website post 左2 次, 第一次係上個星期三,第二次係前日, 証明散戶有做功課的話, 都可以係消息上快過大戶。

今日先爆上可能係因為昨日公司先正式公佈, 都仲可以理解,但我就真係唔係好明點解3:30 之後先爆? 係唔係大戶見佢冇沽盤,插唔落所以買上去? 今朝未爆上前成交特別少, 只得 4 百萬度, 唔知又關唔關事呢? ...

__wah__ 14 Jul 10
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44
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This post has a impact factor of 44 and 536 pageviews

媒体曝霸王洗发水含致癌物质 股价大跌16%_公司新闻_新浪财经_新浪网

點解傳媒會mo la la 走去驗霸王? 又唔驗埋其他洗頭水, 只係驗霸王? 事件傳出來之後點解美林咁responsive 第一時間走出來唱衰?

我揾左幾個新聞article 都只係講佢"含有" 二恶烷, 而冇講含量同有冇過安全標準? 

從 http://health.sohu.com/20100316/n270863072.shtml 得到以下資料:

 

  ...

__wah__ 14 Jul 10 | 2 comments
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37
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This post has a impact factor of 37 and 561 pageviews

Manipulation mania - Introduction to market manipulation from David Webb

It is an excellent guide to market manipulation for those who are new to stock market.  Experienced traders should spend some time reading on it as well.

__wah__ 13 Jul 10
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45
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This post has a impact factor of 45 and 815 pageviews

半年投資回顧

大家講下你地係呢半年的表現如何、做過咩買賣同埋學到d 咩啦~!

2010 頭半年我做過的買賣, 就只有係3 月沽左手上的809 , 轉入2382 同埋2000.  總回報只係~25%... 極之失望!!! 唉!!!

失望的原因唔係因為賺得少.. 講真咁的表現算係咁,跑贏HSI 差唔多30%。最失望係捉到路都賺得少! 809, 2382 同2000 係我買入之後都係好似火箭升空咁升左50% 以上。 809 升係因為受惠當時糖同赖氨酸價急升,所以我係去年12 月買入只係等升空,結果1 月頭係2 個星期內升左~40%。但當時赖氨酸同糖價已經出現下跌的跡象,我當時認為只係短期的調整,但結果越跌越低,加上玉米失收,令809 經營變得非常困難。 ...

__wah__ 12 Jul 10 | 3 comments
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