【2017】鸡年交易记录

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!   

经济解释

A2M 我全出了 $2.57，观望一下再入。

bondzh

xiaomao8754 发表于 2017-3-21 11:54
a2m冲破前高，鸭神如何看呢?

还会更高

bondzh

TonyParker 发表于 2017-3-21 12:37
鸭鸭，你的TPM卖了没？我一早没hold住，7.1卖了

还没。卖的也不错啊，后面再买回来就是了

bondzh

bal后来者居上啊，一脸深深的悔意啊

dragonballz

$66.80 bough RHC (using the money from selling CSL), changing hand and luck

经济解释

请教鸭神，SRX是不是走势很好？

saymyname

今天RSG 是不是可以补点了 1.41了？

bondzh

经济解释 发表于 2017-3-21 13:44
请教鸭神，SRX是不是走势很好？

恩，短线向上趋势很好

wanghui1015

鸭兄，金价是不是要测试1210-1220这个区间的支撑了？

从1195上涨到1235，回调的0.618，0.5和0.382支撑位分别是1220，1215和1210，这么看短线支撑对吗？

Fss16

bondzh 发表于 2017-3-21 13:25
还会更高

鴨神認為可到哪？

bondzh

wanghui1015 发表于 2017-3-21 14:08
鸭兄，金价是不是要测试1210-1220这个区间的支撑了？

从1195上涨到1235，回调的0.618，0.5和0.382支撑位分 ...

没错，你可以出山了

wanghui1015

bondzh 发表于 2017-3-21 15:07
没错，你可以出山了

继续向你学习，最近半年从你帖子里学到很多

wanghui1015

今天代购股风风光光，浪费时间看了个热闹，持有的AAC和MGC都没沾上光。

最近跟的比较紧的金股RSG和SLR感觉走的很软，油气股WPL，STO，BPT，SXY和COE都是先跌后拉回，有点蠢蠢欲动的感觉，STO和SXY走的偏弱，BPT和COE有要向上攻击的意图，BPT收盘是当月新高但是缺量，COE经过一周30%幅度的洗盘后再次接近52周新高，只需要油价给点力了。

不过还是金股更快，经常一天的涨幅够油股涨一个月的。

今天稀土矿企LYC最后一小时暴力拉升15%，出现上亿股的大单，全天换手接近4%，重新回到10c，应该是调整结束了。

hht333

学习了

SZYZ

黄金今天白天的下跌是绝妙的补仓时候现在收复全部失地开始上涨，突破1240！！！

bondzh

bondzh 发表于 2017-3-20 13:46
黄金突破 上周上涨高点，之后应该会进入加速上涨的模式，目标直指1280之前一直强调的重要点位。我已经满 ...

开始了

经济解释

爽啊，昨天补了RSG,今年就这一把了，我现在80%RSG, 剩下的RRL等黄金股和ORE，没有其它股了。

Investorforlong

美股下跌，黄金涨。澳股今天也会跌，黄金股升个5%。

霜冷长河

bondzh 发表于 2017-3-22 06:05
开始了

听党（鸭兄）的话，跟党走,我是鸭的fan.

Fss16

wanghui1015 发表于 2017-3-21 14:08
鸭兄，金价是不是要测试1210-1220这个区间的支撑了？

从1195上涨到1235，回调的0.618，0.5和0.382支撑位分 ...

請問0.618，0.5和0.382支撑位分别是1220，1215和1210是從圖看還是計算出來的？

wanghui1015

Fss16 发表于 2017-3-22 06:54
請問0.618，0.5和0.382支撑位分别是1220，1215和1210是從圖看還是計算出來的？

突破了1235前期高点，昨天算的这些已经作废了。

wanghui1015

Investorforlong 发表于 2017-3-22 06:42
美股下跌，黄金涨。澳股今天也会跌，黄金股升个5%。

配合澳币跌，开盘跳涨10%比较合理

dragonballz

Investorforlong 发表于 2017-3-22 06:42
美股下跌，黄金涨。澳股今天也会跌，黄金股升个5%。

黄金股里的蓝筹们如NCM可能就5%，可是RSG一类的那还不整个10%的幅度，都不好意思出来混

wanghui1015

昨天帖子里静悄悄的，隔夜黄金大涨都出来了

Investorforlong

dragonballz 发表于 2017-3-22 07:25
黄金股里的蓝筹们如NCM可能就5%，可是RSG一类的那还不整个10%的幅度，都不好意思出来混 ...

如果RSG, NST (3 cents, ex-div), EVN今天能有10%的升幅，我会出掉部分金股，拿着cash等蓝筹、石油股跌再买进

ningxiaoque

wanghui1015 发表于 2017-3-22 07:30
昨天帖子里静悄悄的，隔夜黄金大涨都出来了

因为大家黄金股的仓位都比较重，哈哈

wanghui1015

bondzh 发表于 2017-3-22 06:05
开始了

是金股冲1280开始？还是美股牛市结束的开始？

不过这俩也是相关联吧

油价看着样子是守不住48，要去支撑线下轨46了，我做好了今天油气股仓位被血洗的准备，希望澳币的下跌能中和一些，准备早盘追RSG或者SLR中的一支，之后得采取关电脑拔网线的策略。