【~~百万千万梦想~~个人专区】 朝着我那未完成的百万千万梦想前进〉〉

huang_su_lang

我又不是买股来投机的，我又没买垃圾股，我要小心什么？？
百万千万梦想 发表于 7-4-2010 02:03 AM

    你忘了加一句， 我帮你说： 高手不怕股价跌，只怕它不跌 （好像那里有读过这句，不是我说的金句）。。。。。

百万千万梦想

李深靜：棕油價料揚至3000

    * 大馬財經
    * 即時新聞

2010-04-08 15:55

（吉隆坡）基於厄爾尼諾惡劣氣候及強勢需求的推動，IOI集團（IOICORP,1961,主板種植組）執行主席丹斯里李深靜預計，今年原棕油價格或上揚至每公噸2800至3000令吉。

他說，乾旱及厄爾尼諾氣候導致此集團今年的棕油產量或按年下滑約8%。

他今日（週四，4月8日）在此間出席豐隆銀行在蒲種公主城增設新分行主持剪綵儀式後，向媒體如是透露。

國內原棕油期貨4月貨目前徘徊在每公噸2550令吉水平。

李深靜表示，現有價格不會再大幅下滑，漲勢會回來。
星洲互動‧2010.04.08

huang_su_lang

楼主有卖SUPERMAX吗？？

暂时没办法， 卖了2K@RM6.91 和 1K@RM6.63 （两三天跌这么多）
成本都是RM5多，之前目标是短期，所以一定要卖!
但是。。。我一定会买回来的!!!!!!!!!!!!

P/S:平均价现在是RM2.70（X10K）

寻宝之旅

够力，跌到心都痛了。

百万千万梦想

Look out for a Preview of 1Q10 result of Supermax by CIMB tomorrow morning. EPS for 1Q2010 is minimum 18 Sen

百万千万梦想

全部的意见都有了。。。MIDF，OSK看好，ambank, maybank 看坏。。。现在只剩CIMB就有影响力的还没给意见罢了。。。。如果明天CIMB一唱好，就反弹了。。。

http://www.theedgemalaysia.com/b ... tinue-to-slide.html

KUALA LUMPUR: Glove manufacturers were among the major losers on April 13, led by TOP GLOVE CORPORATION BHD [] and KOSSAN RUBBER INDUSTRIES BHD [], on concerns over raw material costs after rubber prices jumped to a 20-month high in Japan, and the ringgit’s appreciation against the US dollar.

Top Glove lost 60 sen or 4.4% to RM12.90, Kossan fell 35 sen or 4.4% to RM7.56 and SUPERMAX CORPORATION BHD [] shed 25 sen or 3.6% to RM6.64. LATEXX PARTNERS BHD [] gave up 22 sen to RM3.77, HARTALEGA HOLDINGS BHD [] 18 sen to RM7.60 and ADVENTA BHD [] eight sen to RM3.37.

The FBM KLCI slipped 5.09 points or 0.4% to 1,334.52 on April 13.

Analysts were mixed on glove makers’ prospects following the battering.

MIDF Research said the slump on April 13 was a healthy correction and investors should view any weakness in the share prices of the glove counters as an opportunity to accumulate for short-term trading.

It said the companies’ shares rebounded strongly after receding by 11.9% to 14.4% at end-February and early March, adding there was potential upside as the rubber  glove makers’ 1Q10 results were expected to be favourable with potential bonus issues looming.

“We are maintaining our trading buy recommendation and all our target prices (TP) for the glove companies under our coverage. Our TP for Top Glove is RM14.68, based on 17 times EPS10, after factoring its net cash of 88 sen per share.

Kossan and Hartalega’s TPs are RM9.04 and RM8.80 respectively, derived from 14 times and 14.5 times PER,” it said in a note released on April 13 afternoon.

The research house said the outlook for the glove sector remained favourable, adding that with the current demand-supply disparity, glove manufacturers were enjoying better cost-passing power.

Top Glove indicated that it was able to pass on up to 90%-100% of the variance in costs to customers, it said.

“Besides, the time lag for glove producers to pass on the additional costs is shorter now compared with roughly two months previously.

“This is manifested by their sustainable strong earnings margin despite higher latex price and weaker US dollar. We believe that earnings margin should be safeguarded in 1H10 given higher plant utilisation rate and better pricing power,” it said.

MIDF Research said excess supply in 2H10 and beyond was its main concern, as the glove companies it had visited were on track with their expansion plans to cater for increasing global demand.

“Although we are positive on the consistent global glove demand growth, we are also concerned about the potential excess glove production capacity, which we believe will affect earnings margin, and hence lower earnings growth moving forward (we still expect positive growth rate).

“We gather from industry players that excess supply is a risk but it only affects a certain segment, namely the low-end products. This is due to the barrier of entry for the higher-value and R&D-focused products,” MIDF said.

The research house added, however, that its concerns might be eased by stronger-than-expected global glove demand and the delay in the expansion plans.

Other risks were valuation issues, as the three glove companies under its coverage were trading at above their respective five-year average PER, it said.

OSK Investment Research senior analyst Jason Yap maintained his overweight recommendation on the glove sector, and reiterated his buy calls on Top Glove, Supermax and Kossan.

He said the fall on April 13 was a correction, with punters taking profit as the share prices had reached high levels.

“The concerns about raw material costs will also dissipate, as latex price is seasonal and should taper down after May. The companies can also pass on the cost to end-buyers.

“We expect absolute figure of bottom line to be retained but margins to gradually decline because of the higher revenue base if glove makers increase prices to take into account raw material prices or currency exchange,” he said.

Meanwhile, Maybank Investment Bank Bhd head of retail research and chief chartist Lee Cheng Hooi said the rubber glove sector was generally already highly priced, as evident from the fluctuation in prices over the past few trading days.

“The stocks in the sector have had quite a lengthy positive run already. We would recommend investors to take profit and step aside for now,” he said.

Lee said the key support level for Top Glove was RM12.25, Supermax RM6.04, Kossan RM7.19 and Hartalega RM7.62. If prices went below these levels it would be critical, he added.

He said Latexx and Adventa were already trading below their key support levels of RM3.83 and RM3.49, respectively.

Last week, AmResearch downgraded the glove sector to underweight. It noted that demand growth had probably peaked and should decelerate going forward, thus shift of pricing power from manufacturers to consumers would accelerate, exacerbated by additional production capacity as early as mid-year.

AmResearch, which had downgraded Top Glove and Kossan to hold with fair values of RM12.50 and RM7.65, respectively, told The Edge Financial Daily on April 13 it was maintaining its recommendation on the sector and target prices for the two stocks.

百万千万梦想

妈的，全部给他们讲完，昨天还唱坏。。现在就唱好，RM升了也不用紧，还能去泰国买橡胶，因为那边是用美金的。。。哈哈哈。。。明天手套股又要升天了。。。

原料馬幣雙升衝擊賺幅‧頂級手套提高價格應對
大馬財經  2010-04-14 17:50
（吉隆坡）頂級手套（TOPGLOV,7113,主板工業產品組）可通過提高產品價格，克服原料成本上漲和匯率波動的衝擊。

這間公司執行董事林將說：“任何衝擊效應將是短暫的。手套是醫葯保健領域的必需品，比較龐大的醫葯成本來說，手套價格的增加對最終用戶而言是微不足道的。”

頂級手套是全球最大手套廠商，近期股價受膠價走高和馬幣匯率升值的雙重打擊，股價重挫。

成本漲價轉嫁給顧客

不過，林將源相信，膠價上漲和匯率波動都是短期現象，公司可將衝擊轉嫁到顧客身上。

他針對膠價近期漲至20月新高，馬幣升值迅速，接受《路透社》訪問時說，除了調漲手套售價，這間公司也可以對衝馬幣升值衝擊，就是從泰國尋求膠液，因為當地膠液是以美元交易。

手套股本週面對龐大賣壓，頂級手套在過去5個交易日下跌了8%，週二（4月13日）重挫60仙至12令吉90仙水平，今日（週三，4月14日）繼續下滑，一度下跌30仙至12令吉60仙，最後以12令吉80仙作收，下跌10仙。

東京橡膠期貨因為原油漲價和現貨供應緊窄，攀至20個月新高；馬幣今年迄今漲7%，一度來到3.17的23個月新高。由於膠液是手套主要原料，而手套交易以美元為主，這“雙升”預料威脅手套業者的賺幅。

大馬膠手套供應全球超過60%的膠手套需求，2009年的Ａ流感爆發後，促使市場對膠手套的需求大增。

林將源說，用來生產膠手套的膠液價格，可能在5月下降，目前的供應緊縮情況主要是氣候影響，預料在稍後時會有改善。

不需擔心產量過剩問題

自2月乾旱季節開始後，大馬泰國的橡膠供應已逐漸減少。

林將源也強調，有關膠手套擴充過快，快速建新廠導致產量過剩的隱憂是不確實的。

由於需求急增，導致大馬膠手套公司，包括頂級手套、速伯瑪（SUPERMX,7106,主板工業產品組）和高產尼品（KOSSAN,7153,主板工業產品組）等手套公司都積極建新廠以迎合需求，使市場擔心供過於求。

林將源說：“手套供應的增加是逐步進入市場的，一旦有供應過剩的現象出現，廠商會立刻調整擴充計劃，以免影響市場供需平衡。”

星洲日報／財經‧2010.04.14

huang_su_lang

STANLEY 和 TOPGLOVE 高层 在适当的时机出来说了能稳定股价的话， 真是有帮助
股市本是有风有雨的， 个人要有自己的一套风险管理
我在昨天又买回了一些。 本来计划等到跌多才买回 （因为STANLEY已说过新的EPS好过上季的RM0.16）。。。。可恨没继续跌多一点
其他散户也希望跌多吧

百万千万梦想

牛年2009，全年总盈利 RM71，626
虎年2010，待加油 。。。至今盈利 RM154,776。。

我的长期投资组合截至28-APRIL-2010 如下：

	Stock	Qty	Avg Price (RM)	*Qty	Market Price (RM)	Market Value	Unrealized P&(L) (RM)
	SUPERMX	24,000	5.723839	0	6.910000	165,840.00	28,467.86
	TOPGLOV	13,000	13.020225	0	12.960000	168,480.00	(782.93)
Grand Total:						334,320.00	27,684.93

	Stock	Qty	Avg Price (RM)	*Qty	Market Price (RM)	Market Value	Unrealized P&(L) (RM)
	SUPERMX	22,000	2.592379	0	6.910000	152,020.00	94,987.66
Grand Total:						152,020.00	94,987.66

总资本：RM269,000
股票价值：RM486,340
现金：RM9,062
盈亏：RM 226,402

百万千万梦想

我打了这么久的战，是时候出场了，鱼头就留给那些高人吃吧！祝各位好运咯。。。supermx 我只是partially matched.... 明天还要卖过。。ｈａｉｉｉｉｉｉｉｉｉ

fighter00101

我也不是浪子回头啦！现在还是在刀口上生活，我是庄也是赌徒！赌这个字给了我现在的一切，但我并不鼓励别人 ...
百万千万梦想 发表于 7-6-2009 06:56 PM

    看了大大的贴之后 我真是很佩服

    你所说的辛酸 我都能明白的

icekid

有谁可以当我的师傅吗?我18岁。。。想接触股票！！

釜头帮

回复 350# 百万千万梦想


    老兄，加油！

zelan

回复 352# icekid


    哈哈。。。你要找师傅啊？？我愿意当你师傅！你喜欢投资还是投机啊，徒弟？？为什么你对股票有兴趣啊？

kk_2009

百万兄很久都没update囖。。。。。

寻宝之旅

回复 355# kk_2009


是呀，静了下来也蛮很久了勒，不懂最近怎样了。

haruing21

哪位高手要收徒弟？

tidoff

楼主好久没消息了，是正在筹备子弹准备下一轮熊的到来吗？

huang_su_lang

楼主去环游世界了，有排才回来

百万千万梦想

我在这里

http://www.investalks.com/bbs/re ... o=lastpost#lastpost