【2017】鸡年交易记录

xiaomao8754

wanghui1015 发表于 2017-3-21 09:01
China abandons tough e-commerce laws

Refer to AFR.com

李克强要来，bkl要上天

wanghui1015

TPM current PE is around 12-13. I think it is undervalued by at least 30%

1H17 NPAT beats consensus by more than 20% ( $224m vs $196m)

Investorforlong

wanghui1015 发表于 2017-3-21 09:07
TPM current PE is around 12-13. I think it is undervalued by at least 30%

TPM report looks ok?

bondzh

wanghui1015 发表于 2017-3-21 09:07
TPM current PE is around 12-13. I think it is undervalued by at least 30%

1H17 NPAT beats consensus ...

要飙了？

lizhi_cn

wanghui1015 发表于 2017-3-21 08:07
TPM current PE is around 12-13. I think it is undervalued by at least 30%

1H17 NPAT beats consensus ...

担心好的数据带来的仍然是一跌啊 就像A2一样

wanghui1015

bondzh 发表于 2017-3-21 09:57
要飙了？

not sure

report is good

outlook is good

wanghui1015

lizhi_cn 发表于 2017-3-21 10:00
担心好的数据带来的仍然是一跌啊 就像A2一样

It surely a opposite to A2. It is oversold.

But report beats UBS (shorters) estimate by 25%.

Margin rate increases not decreases.

Outlook is reaffirmed.

Current PE 12 is a solid bottom for me.

wanghui1015

BKL

dragonballz

very regret not buying SPO yesterday

Downer announced taking-over 430pm yesterday

I put 79c as a bid to take it, hopefully could buy it and sell

dragonballz

Finally my TPG flying

bondzh

wanghui1015 发表于 2017-3-21 09:01
China abandons tough e-commerce laws

Refer to AFR.com

just today? they are all crazy now. missed open buy at bal

经济解释

A2威武

kylexx00

dragonballz 发表于 2017-3-21 10:17
Finally my TPG flying

6.3卖的表示割在了地板上： （

raoliang0082

dragonballz 发表于 2017-3-21 09:17
Finally my TPG flying

守得云开见月明,恭喜!

bondzh

dragonballz 发表于 2017-3-21 10:17
Finally my TPG flying

worth to wait it should have just started. RHC is making a push down failure, bullish signal too

homeandaway

看到VOC年报后的情况，还是先出了TPG

wanghui1015

bondzh 发表于 2017-3-21 10:18
just today? they are all crazy now. missed open buy at bal

早上看到的AFR，挂了$102买BKL没成交，低估了爆炸力。
$6.8的TPM买单也没成交，今早算是白忙活了，等TPM稳下来准备加一倍的仓拿长线了。

bondzh

wanghui1015 发表于 2017-3-21 10:24
早上看到的AFR，挂了$102买BKL没成交，低估了爆炸力。
$6.8的TPM买单也没成交，今早算是白忙活了，等TPM ...

开盘在开会，也missed bal了，还好之前进了tpm

伐木者

BKL前天99卖了。sigh...

wanghui1015

伐木者 发表于 2017-3-21 10:28
BKL前天99卖了。sigh...

安慰一下，BKL和BAL都是恶庄，真是分不清什么时候洗盘和什么时候出货，BKL前两天破位，你卖掉也没错。

CSL和RHC也是先破位之后暴力拉回，真的区分不出来。

dragonballz

125.50 sold part of my CSL. my average cost is 102 now
will wait for its downturn to buy again

bondzh

wanghui1015 发表于 2017-3-21 10:24
早上看到的AFR，挂了$102买BKL没成交，低估了爆炸力。
$6.8的TPM买单也没成交，今早算是白忙活了，等TPM ...

中国放松海关的新闻怎么中文的我都没找到？

Ymwu

bondzh 发表于 2017-3-21 11:03
中国放松海关的新闻怎么中文的我都没找到？

http://www.mofcom.gov.cn/article ... 0170302536140.shtml

dragonballz

SPO at 1.08, no hope to buy

dragonballz

bondzh 发表于 2017-3-21 11:03
中国放松海关的新闻怎么中文的我都没找到？

I read it on AFR but not cared about it at that time.

bondzh

Ymwu 发表于 2017-3-21 11:12
http://www.mofcom.gov.cn/article/ae/ag/201703/20170302536140.shtml

it's not the one afr talking about.

xiaomao8754

a2m冲破前高，鸭神如何看呢?

TonyParker

bondzh 发表于 2017-3-21 11:43
it's not the one afr talking about.

鸭鸭，你的TPM卖了没？我一早没hold住，7.1卖了

jhsun3

http://www.fool.com.au/2017/03/2 ... ing-the-lights-out/

Here’s why the Bellamy’s Australia Ltd share price is shooting the lights out

Owen Raszkiewicz | March 21, 2017 | More on: A2M BAL

The Bellamy’s Australia Ltd (ASX: BAL) share price has rocketed 8% higher following a backdown by Chinese regulators on import rules.

Today’s boost will be a welcome relief for the company because over the past year it’s been anything but smooth sailing for the Tasmanian infant formula producer.


Over the past six months, the Bellamy’s share price is down 65% while the a2 Milk Company Ltd (Australia) (ASX: A2M) share price is up 42%.

What happened today?

About one year ago, the Chinese government sought to implement tough new changes to the way foreign goods were imported. The government wanted to cut out the use of cross-border trade on e-commerce giants like Alibaba and JD.com.

For Bellamy’s and other companies targeting China, the changes meant that the suppliers of their ingredients would have to be certified, the companies would directly export their product to mainland China and shipments would be checked by customs.

Bellamy’s used a diagou strategy to get its infant formula to China, whereby individuals would buy the product locally and take it to China to sell to mothers. The tougher regulations all but cut out this channel — until now.

Ahead of Chinese premier Li Keqiang’s trip to Australia this week to promote trade, the Chinese government has backed down on the import rules indefinitely.

Should you buy Bellamy’s shares?

In my opinion, it may be too early to buy shares of Bellamy’s Australia. While the changes are undoubtedly good news, it remains a high-risk investment given its balance sheet and the recent management uncertainty. While it undoubtedly has potential, I believe a2 Milk would make a better long-term investment.

A Big, Fat, Fully Franked Dividend

This company's dividend is almost the stuff of legends. Since it started paying dividends in 2007, it has increased its payout to shareholders every single year, a run that includes 21 consecutive dividend increases.

Based on the last 12-months of dividends, its shares are currently offering a fully-franked 4.8% yield, which grosses up to almost 7% when those franking credits are included. And in stark contrast to the likes of Commonwealth Bank and Telstra, this company just increased its dividend by over 13%, and guided for 2017 profits to grow by 20%!

wanghui1015

dragonballz 发表于 2017-3-21 10:16
very regret not buying SPO yesterday

Downer announced taking-over 430pm yesterday

SPO reminds me exactly what I had been through on Wotif.com 3 years ago.

It was heavily shorted, oversold, kept falling when you sold at a heavy loss then a takeover announcement came up. Share price shot up a third in one day. That's how institutional shorters manipulate the share price.

I want to quote the Mad Kings' last words from Game of Thorne: BURN THEM ALL!