Thursday 19 April 2012

(259) 升至50天平均線 !

4月19日港股今日低開後震盪上揚,午後升幅進一步擴大,衝擊21000點幾乎成功。人民銀行明示放水,表示適時降低存款準備金率,帶動周四港股未有受昨晚美股下跌拖累,且以全日最高位收市,升214點報20995.01,剛觸及50天線的關鍵阻力。國企指數升150點或1.38%報11047.43。惟全日港股成交只有470億元,下跌股份有490隻,反映升勢並不全面。本港收市後,西班牙公布10年期債券拍賣成績理想。港股全日沽空41.63億元(佔8.85%)。

因港股慣常調整7至9星期便回升,故筆者看好後市,今天投資組合於$11.14買入1萬5仟股X安碩A50中國(2823),此外中國建材(3323)調整完畢後會再買回,YTD組合暫時回報35.62%,恆指回報11.25%。



(The portfolio 〔 From January 2010 to December 2011 〕 the average the duplex annual return : 74.85%)
(The return of portfolio from January 4, 2010 to April 19, 2012  is 414.61%)


(過去22個星期美國個人投資者信心調查結果)
Sentiment Survey Past Results

Reported DateBullishNeutralBearish
April 19:31.18%34.98%33.84%
April 12:28.14%30.30%41.56%
April 5:38.17%34.02%27.80%
March 29:42.47%32.05%25.48%
March 22:42.38%29.80%27.81%
March 15:45.61%27.20%27.20%
March 8:42.38%28.62%29.00%
March 1:44.51%28.66%26.83%
February 23:43.69%28.80%27.51%
February 16:42.71%30.65%26.63%
February 9:51.64%28.17%20.19%
February 2:43.81%31.12%25.08%
January 26:48.40%32.69%18.91%
January 19:47.23%29.15%23.62%
January 12:49.14%33.68%17.18%
January 5:48.88%33.96%17.16%
December 29:40.60%28.57%30.83%
December 22:33.73%38.04%28.24%
December 15:40.19%26.17%33.64%
December 8:38.57%26.67%34.76%
December 1:33.04%27.54%39.42%
November 24:32.72%29.01%38.27%
The sentiment survey measures the percentage of individual investors who are bullish, bearish, and neutral on the stock market short term; individuals are polled from the AAII Web site on a weekly basis. Only one vote per member is accepted in each weekly voting period.


即時
指數
恆生指數 20,995.01 + 214.28 + 1.03% 成交額 470.65億
國企指數 11,047.43 + 150.54 + 1.38% 成交額1 115.72億
上證指數 2,378.63 - 2.22 - 0.09% 
滬深300 2,596.06 - 3.85 - 0.15% 


(100萬元模擬投資組合)


名稱
現價

升跌

股數

入市價

成本

帳面利潤

市盈率

市帳率

除權/除息日/
最後交易日
對上一次股息 檢視

代號

升跌%

市值
信義玻璃
00868.HK
4.990
(港元)
-0.010
-0.200% 
30000 4.700 141,000 +8,700 / +6.2%
$149,700
14.18倍 2.69倍 N/A 港元 0.0500
億和控股
00838.HK
1.410
(港元)
0.000
0.000% 
100000 1.400 140,000 +1,000 / +0.7%
$141,000
11.02倍 1.22倍 23/05/2012 港元 0.0160
泰凌醫藥
01011.HK
1.300
(港元)
0.000
0.000% 
100000 1.380 138,000 -8,000 / -5.8%
$130,000
4.50倍 0.56倍 N/A 無派息
皇朝傢俬
01198.HK
2.490
(港元)
-0.030
-1.190% 
50000 2.430 121,500 +3,000 / +2.5%
$124,500
7.26倍 1.47倍 22/05/2012 港元 0.0800
X安碩A50中國
02823.HK
11.140
(港元)
+0.060
+0.542% 
15000 11.140 167,100 0 / 0.0%
$167,100
N/A N/A 16/12/2011 港元 0.1700
最後更新:2012-04-19 16:01

組合總市值(港元) $712,300 今日利潤升跌(港元) $-1,800 / 0.252% 組合平均市盈率(倍)
9.47

組合總成本(港元) $707,600 組合總利潤(港元) $+4,700 / 0.664% 組合平均市帳率(倍)
1.52

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