【8years 个人专区 1】8年的投资组合。

悶蛋

原帖由 ZheHui 于 27-5-2008 03:43 PM 发表

去年我老豆有說，要買 tongher 等兩年先哦。

哦,小弟弟,有没有问为什么呢

悶蛋

原帖由 ThermoFisher 于 27-5-2008 03:42 PM 发表
。。。。。。。。。。 （无言）

鱼大,他怕你钱太多

8years

如果你用eforce solution,看chart by tran 和chart by vol就知道咯

8years

你老豆果然是tongher的内线人，下次要听他的了。。。。。

蚂蚁小弟

http://whereiszemoola.blogspot.c ... herrs-earnings.html

Tong Herr reported its earnings last nite.

It wasn't impressive at all.



Net earnings of 4.444 million versus 18.942 million ago is rather very, very poor.

And this is what the company said.



The Group recorded revenue of RM99.64 million and profit before income tax of RM6.22 million in this reporting quarter compared to RM97.70 million and RM8.1 million respectively, as recorded in the preceding quarter.

The higher revenue and lower profit before income tax for this quarter are due to higher demand for the product and higher cost of raw materials purchased in the preceding quarters.
Now BusinessTimes posted an article on Tong Herr, Tong Herr to invest RM70m on production

TONG Herr Resources Bhd will spend RM70 million this year to boost its capacity in Malaysia and Thailand on strong demand for steel fasteners.

The Penang-based company will triple the production of nuts, bolts, screws and other threaded items at its Perai Free Trade Zone facility on mainland Penang by September, its chairman Tsai Ching-Tung said yesterday.

"We have earmarked RM45 million for machinery and the construction of a facility adjoining our existing one," he told reporters after the company's annual shareholders' meeting.

Tsai said Tong Herr will also invest RM25 million to expand its 7,000 sq ft Thai factory located at the Amata Nakorn Industrial Estate in Chonburi, adding that rising steel prices had very little impact on Tong Herr's bottom lines.

For its 2007 financial year ending December 31, Tong Herr recorded its highest ever revenue of RM487.67 million while net profit jumped 31 per cent to RM73.22 million.
Two issues for me.

Firstly, the decision to want to invest rm25 million in expanding their Thailand factory.

Look at the following screen shot of Tong Herr's notes on its segmental reporting.





Its Thailand operations only contributed a net profit of 636 thousand for the current quarter. And the boss wants to spend another 25 million???????

Last year, it was reported that this Thailand plant had already cost 20 million.

And Tong Herr wants to add another 25 million??????

That's 45 million!!!!!!!!!!!!!!!!

For a plant that only contributes 636 thousand in net earnings!

Holy cow!!!!!!!!!!!!!

What kind of Return Of Investment are we talking about here?????????

Blows my mind away man!

And then we have the statement from Mr.Tsai that "adding that rising steel prices had very little impact on Tong Herr's bottom lines."

I am so utterly confused here.

Now steel is the main raw material for Tong Herr, right?

And you have the company stating the following:

The higher revenue and lower profit before income tax for this quarter are due to higher demand for the product and higher cost of raw materials purchased in the preceding quarters.
The higher cost of raw materials has resulted in the company net earnings plunging to 4.444 million compared to 18.942 million the same period a year ago.

However, Mr.Tsai says "rising steel prices had very little impact on Tong Herr's bottom lines".

Huh????????????????????????????

悶蛋

对咯,我也想问,
可是又怕他们铲我

ZheHui

原帖由 悶蛋 于 27-5-2008 03:47 PM 发表

哦,小弟弟,有没有问为什么呢  

原帖由 ZheHui 于 30-3-2007 02:25 PM 发表

補充一句，如有循環的公司，你注意他的盈利，盈利越高時，就可能它越接近高峰時了，好比 tongher 最新的盈利上升了如此多，所以它也有可能接近高峰期的，所以這些公司生意越好，就越要注意外圍的環境。

我認為 tongher 還沒到高峰期是我自己比較主觀的看法。所以想投資 tongher 的朋友，你們最好自己心中要有一把尺，何況我的價格卻又是在底價的。

其中一個理由。

tan81

这句话，正巧也可以用在长青的身上。

sunshinefood

对不起我舍么都不会，想到舍么就说舍么，你的无言应该代表我无知。我得多多向你们学习。哈哈

蚂蚁小弟

原帖由 sunshinefood 于 27-5-2008 03:35 PM 发表
其实８年和themorfish两大高手连手在股事里赚钱不是问题吧，百万资金要炒股票应该可以吧，为舍么不用全部资金拿来炒一只股呢？

炒股不是有百万资金就可以的
要炒一只股，要确保市面上的流通股最少有50%会和你合作，不做冧你
除了用资金的50%用一段时期在低位买货建仓外，另外需要大概50%的资金拿来做炒作。（除了炒高，还要用来撑派货的价位）
除了和你合作的50%流通股以外呢，你建仓的资金也必须有能力购买很大比例的流通股，这么一来炒高的时候会比较容易。
比如说你有了30%的流通股，那50%和你合作的又不kacau你
你可以开始炒了，大概吃多5-10%的流通股就已经把价格弄得够赚了
接下来派货才是问题
当散户也开始丢货的时候，你就难为了，要撑住那个价位还是要跟着跌呢？
就跟着跌来说，跌到你建仓的仓位时，你就要扶持了
可是如果这个时候那50%流通股突然不跟你合作了
丢个20-30%的流通股出来压你，如果你的现金不够接他们的货，那么你的仓位就不保了
接下来他跟你耗，耗到你吐回出来给他为止...
这时他再跟公司搞一些每股要你买多一股的东西，你就假辣咯

这样看来那整百万够吗？

ZheHui

原帖由 tan81 于 27-5-2008 06:06 PM 发表
这句话，正巧也可以用在长青的身上。

哈哈，長青我還沒有看有醬的情形。

8years

我也看到了，虽然没有tongher严重，不过也中了

ZheHui

原帖由 蚂蚁小弟 于 27-5-2008 06:51 PM 发表


炒股不是有百万资金就可以的
要炒一只股，要确保市面上的流通股最少有50%会和你合作，不做冧你
除了用资金的50%用一段时期在低位买货建仓外，另外需要大概50%的资金拿来做炒作。（除了炒高，还要用来撑派货的价 ...

因住又有人請你吃花生米烏。

ZheHui

原帖由 8years 于 27-5-2008 07:12 PM 发表
我也看到了，虽然没有tongher严重，不过也中了

是嗎，那我想我也要去拿他的財報來看咯。
新的財報我還沒有看呢。

蚂蚁小弟

我卒之都升金牌啦～！
woohoo～！！

首先我要多谢老散，拒比好多机会我吹水
无拒教我吹水，我都无今日
接落来果d数都数吾晒
不如吾好数咯...

ZheHui

原帖由 蚂蚁小弟 于 27-5-2008 07:22 PM 发表
我卒之都升金牌啦～！
woohoo～！！

首先我要多谢老散，拒比好多机会我吹水
无拒教我吹水，我都无今日
接落来果d数都数吾晒
不如吾好数咯...

我想拿金牌都瑤瑤無期囉。
唔緊要，我等，我等，我等等等。
總有一日都會輪到我 ge。

ckwong8086

原帖由 king1892 于 27-5-2008 12:26 AM 发表




很好，不信邪的可以來試一試，喝第三次茶之後你回去一定會清掉自己手上的股票。

好，好。。不过如果在WEEKDAY喝茶，会不会吸收地太慢（工作后太累了）。。。WEEKEND最好， OK？

ThermoFisher

Walao。。你知道得那么详细，莫非你也是抄家之一。。。

tan81

偷偷告诉你，他正在做准备功夫。。。。
密谋炒。。。。









Ｐｕｂｌｉｃ　Ｂａｎｋ　！

蚂蚁小弟

嘻嘻，你别压我的股我都要偷笑了
更别说炒股啦...   

写出来让大家看看其实有百万资金，也不过是蚊型小户一个
而低于这百万资金的，更是微小到尘粒型的小小户而已...
大家都谈不上是炒股票
被人炒就有啦...