【2017】鸡年交易记录

dragonballz

bondzh 发表于 2017-2-11 07:55
隔夜美国涨，石油涨，黄金涨。周一应该都安全

补充一下，BHP美股收市价格也上涨了

bondzh

MJN：美赞臣上涨5.62%，杜蕾斯母公司利洁时将以166亿美元收购奶粉公司美赞臣。

经济解释

黄金也稳住在1230上下，暂时安全？

kylexx00

Fascinatingly, BHP has a different strategy. Yes, BHP is looking to use all the modern technologies to improve the productivity of its mines. But it is not an enthusiastic explorer for new deposits around the world. BHP (along with Rio) has just had a fantastic half-year, but it will be even better this year if the current prices hold. BHP is clearly going to distribute a lot of its spare cash to its shareholders.

But BHP's chairman, Jac Nasser, and chief executive Andrew Mackenzie were called up by Trump prior to his inauguration. Trump wants BHP to invest heavily in its US oil and gas reserves because he wants to develop energy in the US to support his infrastructure and industrial expansion plans. And the first installment has been this week's $2.9 billion commitment to develop the Mad Dog 2 field in the Gulf of Mexico. Of course, in the process it might send the price of oil and gas down.

And Trump offered the Big Australian the carrot of much lower tax rates in the US to entice BHP. We do not know just how much money BHP is going to commit to US development but my guess is that it will substantial. BHP is a long-term bull on oil prices. Meanwhile, the fact that China is reducing its electric arc furnace capacity (which uses scrap as a raw material) means that more iron ore will be needed to support steel production.

Understandably Rio was not wooed by President Trump and the clear message from Rio is that it's going to be in the business of rewarding its shareholders. The market was a bit disappointed at the latest cash distribution but it's clearly going to get bigger. The group does have some projects which may well be developed in the future but, after a terrible time following the Alcan acquisition, Rio wants to combine its much improved productivity and higher prices with unprecedented rewards to shareholders.

kylexx00

这么看bhp长线绝对看好

mary3-ma

我就喜欢bhp和rio

Fss16

各位大神 二奶有機會到$4嗎

dragonballz

According to the Metal Bulletin, the iron ore price soared another 3.3% which will likely bolster shares such as Rio Tinto Limited  (ASX: RIO) and Fortescue Metals Group Limited  (ASX: FMG). BHP Billiton Limited  (ASX: BHP) will likely benefit too, particularly with the oil price rising around 2% as well.

Someone just asked why chose BHP over RIO. This is the reason: BHP has shale oil facilities while RIO has none

dragonballz

Fss16 发表于 2017-2-13 06:43
各位大神 二奶有機會到$4嗎

Wed A2 will post its annual report. If really good, $3 is not a dream. $4 is bit too much

cppbug

dragonballz 发表于 2017-2-13 09:26
According to the Metal Bulletin, the iron ore price soared another 3.3% which will likely bolster sh ...

而且川普找了BHP的CEO，但是没找RIO

SilverRanger

BHP智利最大的铜矿罢工，铜价大升。BHP是大股东，57.5%, RIO 30%...

dragonballz

SilverRanger 发表于 2017-2-13 09:37
BHP智利最大的铜矿罢工，铜价大升。BHP是大股东，57.5%, RIO 30%...

I noticed this piece of news during weekend. not sure about it will be a black swan or not. BHP stands quite firmly at moment and strikes will plague whole Chile copper mines. The stockpile of copper in Chili ports will only last 2-3 weeks.

bondzh

bought back ehe @ 2.84
bought mqg @ 85.2

dragonballz

bondzh 发表于 2017-2-13 10:06
bought back ehe @ 2.84
bought mqg @ 85.2

How about TPM, duck?
you jumped out of boat too early last Friday.

But very good point about BHP. appreciated your decision to reinforce my buying wish on it.

bondzh

dragonballz 发表于 2017-2-13 10:10
How about TPM, duck?
you jumped out of boat too early last Friday.

just sold some of tpm previously. bought them back @6.72 now

Look carefully on SPX this week. if SPX keeps raising this week. The new up trend for 2017 would have just started. If just close this week as a shooting star, it might still have a drop with 50% chance, not drop 50%.

So whatever we bought now, could be a long term investment for 2017 or a cut lost, all depending on the next two weeks. Based on Trump's tax reform, up has better chance than down, so fingers crossing, hold and pray.

SilverRanger

BHP DT还好，隔夜我觉得他太杂，遇到油涨矿跌时有点不好判断，不如自己买FMG/RIO+US Shale

bondzh

SilverRanger 发表于 2017-2-13 10:29
BHP DT还好，隔夜我觉得他太杂，遇到油涨矿跌时有点不好判断，不如自己买FMG/RIO+US Shale ...

stay back, and try to see the bigger pic.

sydneykid

开盘买进 asx200 @ 5730

davylin

求 a2m bkl bal 半年报什么时间出啊 大家都在哪里找到这些消息的啊？ 谢谢

shiningstarzha

davylin 发表于 2017-2-13 10:34
求 a2m bkl bal 半年报什么时间出啊 大家都在哪里找到这些消息的啊？ 谢谢

它们各自的网站上都有

SilverRanger

bondzh 发表于 2017-2-13 10:31
stay back, and try to see the bigger pic.

麻烦鸭神解释一下....

dragonballz

SilverRanger 发表于 2017-2-13 10:29
BHP DT还好，隔夜我觉得他太杂，遇到油涨矿跌时有点不好判断，不如自己买FMG/RIO+US Shale ...

Diversification, BHP is a naturally diversified bluechip share. Beauty is in the eye of beholder, anyway.

wateverulike

bondzh 发表于 2017-2-11 07:55
隔夜美国涨，石油涨，黄金涨。周一应该都安全

鸭神，关注一下BPT今天出现大单，考虑买进吗？

haozhi321

wateverulike 发表于 2017-2-13 11:05
鸭神，关注一下BPT今天出现大单，考虑买进吗？

150w的那个？Cross Trade的啊

sydneykid

sydneykid 发表于 2017-2-13 10:33
开盘买进 asx200 @ 5730

5752 出

bondzh

SilverRanger 发表于 2017-2-13 10:53
麻烦鸭神解释一下....

如果看长线的话，我觉得oil长线趋势看涨。

dragonballz

Today ASX is in bull run, breaking through 5800 towards 6000

bondzh

wateverulike 发表于 2017-2-13 11:05
鸭神，关注一下BPT今天出现大单，考虑买进吗？

之前买的还有，没加仓。可以买入。

PS：ehe 2.78加仓。止损设在2.75。跌破全出

dragonballz

Very nice day for bluechips today: AZJ up 5%, BHP +2%, RIO +3%, even RHC gained 1.5% as well

All of my holding are green today

SilverRanger

今天又犯神经开市买ORG少打两个0，随后冲到7.34
还好现在又回调了，加仓啊~