koko888
股票组合点評
日期 买入价 盈利率
2015年
7月份=CYPARK = Rm1.59 = +38% 保留,預测2018財政年的业绩会有暴發性的增長.
7月份=YEELEE = Rm1.65 = +58% 暫時保留,預测未来的业绩将会是平稳.
2016年
2月份 =BJCORP =Rm0.364 (包括派发庫存股)= +6% 保留,相信接下來几年越南的博彩业务,将会是越來越好.
3月份 =BIMB-WA=Rm0.30 = +22% 保留,几家投行都看好母股,目前是銀行股里,唯一拥有W的銀行股.
5月份 =KUB =Rm0.295 = +53% 保留,預测接下來季度的业绩,可以交出很出色的盈利.
8月份 =RCECAP =Rm0.895 = +68% 保留,看好接下來的业绩会是出色的.
10月份=JOHOTIN=Rm0.90 = +54% 保留,看好接下來的业绩会是出色的.
11月份=PESONA =Rm0.455 = +49% 暫時保留,預测接下來一两年的业绩,将会是平稳的增長.弱点是目前股价跑得比较快,若业绩岀炉后,盈利沒有大幅度增長,怕会有比较大的卖圧.
11月份=PESONA-WC=Rm0.24= 卖出Rm0.36 賺50%
11月份=JAKS =Rm1.00 = +37%,暫時保留, 看好未来越南发电厂的业务.
12月份=EG =Rm0.84 = +8% 保留 ,有消息说,已和Dyson佥合約,会逐步提高产量,产量如下:2016年=200k units/2017年=500k units/2018年=800k units/2019年=1mil units.
12月份=MBSB =Rm0.91 = +29%,保留, 冷眼前辈看好的股.
2017年
1月份 =COMFORT =Rm0.67 = +13%, 保留,相信在增建生产线和在今年完工的新厂房,将会是推动公司接下來的盈利,个人认为,手套这行业是很抗跌的行业,,若要长期投資也可以,(3-10年),但还是要跟踪公司的业绩,看看Topglov和Harta,守住越久越好.
1月份 =FFHB =Rm0.70 = +9%,保留, 收购PMSB 60%股权,把业务多无化至建築領域,卖方保證3年净利2千万令吉,由于Starbucks在中国大力拓展計劃,可能不久后就会拿到中国Starbucks店面內部裝修合約,那时,相信是公司另一波成长來臨的时期.
以上的盈利,还沒有包括已派发的股息.
注:这只是我的預测与看法,若看后有买卖,盈亏自负.
More articles on koko888
Discussions
5 people like this. Showing 10 of 10 comments
lost making and under perform shares already sold, but still good portfolio!!
2017-02-14 17:35
Post a Comment
Featured Posts
Introducing MY's First IPO Fund for Sophisticated Investors!
New Update. Discover investment communities that resonate with your ideas
M & A Value Partners IPO Equity Fund has been launched - Targeted 13% Return p.a
Latest Videos
Apps
Top Articles
1
2
3
save malaysia!
Visa-free travel to China extended for Malaysians to 30 days
4
Good Articles to Share
5
Good Articles to Share
What’s behind the slew of restaurant bankruptcies in 2024? Experts unpack the problems
6
Good Articles to Share
Four convicted in Spain over homophobic murder that sparked nationwode protests
7
Good Articles to Share
8
Good Articles to Share
#
Stock
Score
Daily Stocks
Stock Name
Last
Change
Volume
Stock Name
Last
Change
Volume
Stock Name
Last
Change
Volume
MQ Trading Signals
Stock
Time
Signal
Duration
Stock
Time
Signal
Duration
Featured Advertisers / Partners
Ride The Bull Short The Bear
CS Tan
4.9 / 5.0
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
paperplane2016
Wow
2017-02-13 22:35