【2017】鸡年交易记录

ningxiaoque

RSG这是要企稳了嘛？

dragonballz

wanghui1015 发表于 2017-3-7 12:59
这一周真坑，股指没掉多少，倒有三支股被打止损了，看大家在金股上目前也都是浮亏，都需要转转运了。 ...

Long time no see.

any idea about telecom future looking? TPG will post its ANN late March. seems to be a good chance to buy at low price.

dragonballz

ningxiaoque 发表于 2017-3-7 13:24
RSG这是要企稳了嘛？

Don't rush. let the bullet fly :)

I am setting price of buying at $1.20 for next 2-3 days to have a look. Will wait for FOMC's final decision day (15/3/17?)

wanghui1015

dragonballz 发表于 2017-3-7 13:24
Long time no see.

any idea about telecom future looking? TPG will post its ANN late March. seems  ...

TLS没跌透之前，不知道TPM和VOC能走出独立行情吗？一直在关注这个板块，我现在学乖了，等买入信号再买，AAC和JHC都动早了，浅套着了。

dragonballz

wanghui1015 发表于 2017-3-7 13:29
TLS没跌透之前，不知道TPM和VOC能走出独立行情吗？一直在关注这个板块，我现在学乖了，等买入信号再买，A ...

I would suggest you sell JHC. The whole sector is dooming. Federal government has focused on new aged care model since last year, which let patients choose which pathway they prefer to going ahead, home/community/nursing homes. So N/H will lose lots of potential clients in the future.

dragonballz

bondzh 发表于 2017-3-7 13:14
最近被金矿卡死了，好多其他股票的机会都错过了。这波结束要好好总结一下。唯一欣慰的是跌了这么多，后面 ...

I got a hard lesion again. From now on, never rush to buy until counsel with my wife

bondzh

dragonballz 发表于 2017-3-7 13:39
I got a hard lesion again. From now on, never rush to buy until counsel with my wife

你为啥不直接把账户给你老婆更好？她交易起来肯定比你牛

dragonballz

dragonballz

CSL has spent about 100 million now for share buy-back. Its aim is 500 million. good

But the f**k shorter BlackRock sniffed the scent and bought in as well

amei9125

庄家看到你们一个喊着1.2要买，掉头向上了

yourock

amei9125 发表于 2017-3-7 14:23
庄家看到你们一个喊着1.2要买，掉头向上了

庄家还看到大家都等着解套，甚至还想赚钱呢。

tiansen90904

dragonballz 发表于 2017-3-7 05:33
I am waiting for $1220

the other thing we need to keep in mind is: we are buying gold miners, not ...

the other thing we need to keep in mind is: we are buying gold miners, not gold itself. Aus gold miners' cost is based on AUD, while gold price is based on USD. So even if gold price goes down, when AUD goes down as well, share price of gold miners somehow could sustain or even rise.

龙珠兄，以上的理论是怎么理解的？

澳洲金矿公司的费用基于澳币，当澳币跌的时候（对应美元涨），那么费用在从澳币折换成美元后，相当于多了。

既然费用（in USD）多了，而且金价（in USD）跌了，那为什么澳洲金矿公司的股票还可能不跌呢？

谢谢！

ningxiaoque

tiansen90904 发表于 2017-3-7 15:26
the other thing we need to keep in mind is: we are buying gold miners, not gold itself. Aus gold m ...

最主要还是看金价

xiaoyutupao

bondzh 发表于 2017-3-7 11:38
voc 4。43买入，止损放在4.32。目前触底确认

请问一下，我看了看VOC的MA5,MA10,MA20没发现现在呈现明显多头形式，而且MACD在0轴上DIF下击穿DEA没几天，为啥现在就是触底了呢。新手学习中，可以指导一下么，鸭鸭

essencnz

tiansen90904 发表于 2017-3-7 15:26
the other thing we need to keep in mind is: we are buying gold miners, not gold itself. Aus gold m ...

1块澳元换成美元原来是1.10美元，现在是0.75，同样的cost都是一块钱澳元，原来是1.1美金，现在是0.75美金，你说哪个cost高了？

wanghui1015

bondzh 发表于 2017-3-7 14:00
你为啥不直接把账户给你老婆更好？她交易起来肯定比你牛

实盘还真不好说，看得准和敢交易还是有很大区别的，看得准的很多都是没买的股票：）

dragonballz

wanghui1015 发表于 2017-3-7 15:41
实盘还真不好说，看得准和敢交易还是有很大区别的，看得准的很多都是没买的股票：） ...

That's true. She is more like an economist and I am a trader. So she gives a big picture but I have to paint them on paper.

stoneau

dragonballz 发表于 2017-3-7 14:05
CSL has spent about 100 million now for share buy-back. Its aim is 500 million. good

Bu ...

CSL近期涨得太快了，会有一波调整？

dragonballz

tiansen90904 发表于 2017-3-7 15:26
the other thing we need to keep in mind is: we are buying gold miners, not gold itself. Aus gold m ...

Australian gold miners operates with AUD$ but sell gold in USD$. So if AUD is weak, they earn more; and vice versa. When taking gold price fluctuates, it would be very complex to calculate its true cost.

simple calculations:
RSG AISC AUD$900/oz, this would be constant for the moment. So its profit would be gold price - AISC.
Gold price USD$1260 on 1/3/17, AUD same time 76.6c                       --profit was 1260/0.766-900=AUD$750/oz
now gold is USD$1225, and AUD 76 (just realized AUD up from 75.5)--profit now 1225/0.76-900=AUD$710/oz
--Anyone knows why AUD is up now? because USD down? -->then gold may rise again.

So its actually profit not drop much as long as AUD$ down together with gold.

Worst scenario is: AUD$ up but gold down --which usu happens when China buys too much iron ore but US keeps rising interest rate

dragonballz

Huge buying pressure aftermarket in TPG trading. ?big institute are rushing in telecom now?

bondzh

xiaoyutupao 发表于 2017-3-7 15:30
请问一下，我看了看VOC的MA5,MA10,MA20没发现现在呈现明显多头形式，而且MACD在0轴上DIF下击穿DEA没几天 ...

我估计你看的是周线图，日线级别你说的那些已经都是多头了

bondzh

dragonballz 发表于 2017-3-7 16:01
Australian gold miners operates with AUD$ but sell gold in USD$. So if AUD is weak, they earn more ...

还有一个因数，gdx，之前出现信号我没在意，还以为澳洲影响不大，然后就被捅刀子了。。。

bondzh

dragonballz 发表于 2017-3-7 16:15
Huge buying pressure aftermarket in TPG trading. ?big institute are rushing in telecom now?

tpg今天尾盘才刚刚突破阻力位，我等明天走势再看要不要买

dragonballz

bondzh 发表于 2017-3-7 16:34
tpg今天尾盘才刚刚突破阻力位，我等明天走势再看要不要买

Look at the volume. it was about 780,000 shares trading just before 4pm. But now it is 1.83 million shares traded, which means someone/some big institutes traded actively in after-market.

bondzh

dragonballz 发表于 2017-3-7 16:37
Look at the volume. it was about 780,000 shares trading just before 4pm. But now it is 1.83 millio ...

恩，明天要重点关注一下

bondzh

amei9125 发表于 2017-3-7 14:23
庄家看到你们一个喊着1.2要买，掉头向上了

rsg 1.305的阻力不小，如果今晚黄金再跌一下，不排除去1.17的可能

yourock

又是悲惨的一天

ningxiaoque

bondzh 发表于 2017-3-7 16:40
rsg 1.305的阻力不小，如果今晚黄金再跌一下，不排除去1.17的可能

鸭神，今晚不跌，明后晚也要跌吧？加息前应该是震荡下行，，

bondzh

ningxiaoque 发表于 2017-3-7 17:05
鸭神，今晚不跌，明后晚也要跌吧？加息前应该是震荡下行，，

嗯

yourock

ningxiaoque 发表于 2017-3-7 17:05
鸭神，今晚不跌，明后晚也要跌吧？加息前应该是震荡下行，，

在下周加息之前应该都是凶多吉少。更糟糕的是对于加息的预期是连续的。所以很担心1180。恐怕几个月都是向下。ncm会不会再次触及16？

血的教训，眼睛只盯着前方的利润，而忽视了脚下的大坑。