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楼主:ysdxrz

[个股讨论] 分享股市动态,每周更新(受大神指点,更新目前所有发帖) [复制链接]

发表于 2017-3-27 09:03 |显示全部楼层
此文章由 ysdxrz 原创或转贴,不代表本站立场和观点,版权归 oursteps.com.au 和作者 ysdxrz 所有!转贴必须注明作者、出处和本声明,并保持内容完整
本帖最后由 ysdxrz 于 2017-3-27 09:06 编辑

La Mancha Group International B.V. (La Mancha) advises that it has entered into a stock lending arrangement with Citigroup Global Markets Limited (Citigroup) under which it has lent Citigroup 123,852,934 shares in Evolution Mining Limited (Evolution) as part of an equity derivative collar financing arrangement with Citigroup(the Collar Financing). At the end of the Collar Financing, Citigroup is obliged to return the shares which it has borrowed to La Mancha.

La Mancha notes that in order to establish a financial hedge position in connection with the Collar Financing, Citigroup completed a successful bookbuild sale of 87.4 million Evolution shares after market close on 23 March 2017. The shares were sold at $2.00 per share. La Mancha has been advised by Citigroup that the shares were purchased by large institutional investors, including a number of supportive Evolution shareholders.

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发表于 2017-3-29 14:54 |显示全部楼层
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CMY 从cobalt project 到 medical cannabis,跨界跨行辣么容易么。

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ambledream + 3 好可爱啊

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发表于 2017-3-29 15:28 |显示全部楼层
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ysdxrz 发表于 2017-3-29 14:54
CMY 从cobalt project 到 medical cannabis,跨界跨行辣么容易么。


thats what this dog been doing ,back in 2015, they seeking Lithium. Similar to QBL and DUO
年年岁岁花相似,岁岁月月人不同

发表于 2017-3-29 16:33 |显示全部楼层
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ambledream 发表于 2017-3-29 15:28
thats what this dog been doing ,back in 2015, they seeking Lithium. Similar to QBL and DUO

Really? need to be investigated by ASX.....

发表于 2017-3-29 17:25 |显示全部楼层
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CMY ASX第一老千股不为过

发表于 2017-3-30 09:09 |显示全部楼层
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bliu1120 发表于 2017-3-29 17:25
CMY ASX第一老千股不为过

是不是想通过大麻热炒高价格然后融资?
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发表于 2017-3-30 17:31 |显示全部楼层
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ysdxrz 发表于 2017-3-30 09:09
是不是想通过大麻热炒高价格然后融资?

就是想通过不断换热点把股价维持在一定程度 有助于以后融资 让公司继续存活 这样管理层也不需要干什么事情就有薪水拿

发表于 2017-3-31 18:37 |显示全部楼层
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本帖最后由 ysdxrz 于 2017-3-31 18:39 编辑

Hello all,

我的一周动态:

此前做空银行略显有些担心,因为银行继续提高利率,其收入会增加,已关闭做空仓位。
做空WPL
做空QIN, dodgy CEO, dodgy forecast. (但是有相反观点,认为其是较大规模的企业,其主要产品sandlewood oil 等产片前景可观,ceo辞职,公司情况透明)
做多QBE, still buying dips,如果继续低于$12, 停止补仓。
Silver:good move for silver


关于股票:
大麻热: 下周市场上第一个关于大麻的ETF 开始交易。有兴趣可以查看以下链接。
http://www.marketwatch.com/story ... ext-week-2017-03-28

现在市场上的所有大麻股一览:


NSL:后半周有涨幅,很大原因取决于steel boom,接下来几个月steel将会出现供应缺口。预计2017steel 需求和价格将增长。
Steel Market Update Newsletter
Late last week the MSCI released their service center shipment and inventories data. Steel Market Update (SMU) provides detailed articles to both our Executive and Premium members about the MSCI data. One of the special articles we do for Premium only customers is our Service Center Flat Rolled Inventories Apparent Excess/Deficit model.

This is a long-winded way of saying we put the data into our model and then pump out an opinion as to whether the domestic service centers have too much (Excess) or not enough (Deficit) sheet stock on their floors. Our model now has service center inventories in Apparent Deficit. This is critical to understand as deficits mean the distributors will need to buy more steel soon. Apparent Deficits are good for steel mills trying to raise steel prices.
Our forecast for the month of January was for shipments of flat rolled to total 2,190,000 tons. The actual tonnage shipped exceeded our forecast by 83,000 tons. U.S. service centers shipped 2,273,000 tons of carbon flat rolled during the month of January 2017.

We also forecast final inventories of sheet stock would be 4,570,000 tons which would result in an Apparent Excess in distributor inventories of just 25,000 tons. The actual numbers had inventories at the end of January hitting 4,625,000 tons and instead of an Apparent Excess the distributors are now in Deficit with the Apparent Deficit based on our proprietary model being -67,000 tons. At the end of December, 2016 flat rolled inventories at the service centers had an Apparent Excess of +116,000 tons.



February & Beyond Forecast

Steel Market Update is changing the way we forecast as our desire is not to be able to predict the shipment rate or total inventory but rather to help our Premium members better understand what the end of the month data means and if there are any changes to the trends.

Going forward we are going to use the changes per month over month compared to the 4 year-moving-average in both shipments and receipts. The new forecast table will look like this:



Can the inventory deficits really hit -1,200 tons? We have seen excesses in the past (usually too much inventory) and our opinion is there will be an adjustment to move inventories closer to a balanced situation. In order to do that there will need to be an expansion of domestic and/or foreign deliveries over the next few months.


周末愉快!

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参与人数 4积分 +11 收起 理由
122725635 + 2 感谢分享
Anihc + 4 谢谢奉献
papayabu + 3 感谢分享

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发表于 2017-4-7 18:34 |显示全部楼层
此文章由 ysdxrz 原创或转贴,不代表本站立场和观点,版权归 oursteps.com.au 和作者 ysdxrz 所有!转贴必须注明作者、出处和本声明,并保持内容完整
我的一周

本周初,银行股ANZ CBA 等试图向上突破新高点。

做多GBPUSD,上方目标1.36左右。
做多AUD/USD:USD调整
做空Property trust
周四做空CBA:


Short Aussie Banks:
•        当前澳洲本地银行基本都处于高位和主要的阻力水平(全球主要指数类似),所以股价极为vulnerable。
•        如图,CBA 已经到达了key highs,最后一次到达这个点发生在2015年。CBA的借贷和额外费用不断缩减,并且与同行之间进行交易,所以银行股内最看跌CBA。
•        从图像看,类似于此前,股价极有风险回到$80/79 水平,跌幅在9%左右. 其他银行相似形态。
ANZ: 测试$31-$30的阻力位

关于股票:
周三持意见特朗普将会对叙利亚采取某些行动,周四开始买入黄金白银等稀有金属。周五美国军方打击叙利亚消息一出,黄金白银股上涨,在61-64之间买入SLR。 EVN 价位过高,并没有买入。

大麻热: THC已买入


BHP 和 RIO:
新低点,完成第四个wave。

QBE:
如果到达$12的价位是一个好时机.,一旦突破则会向上至$14 - $14.50 的水平。

众多房产投资者直接支付cash在澳大利亚购置房产,澳大利亚似乎成为了世界上第一大在房地产市场中洗钱的“大国”。(其实在房地产业,中国人不是无所不在么。。。 )

大家周末愉快!

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参与人数 2积分 +10 收起 理由
Anihc + 4 感谢分享
百步穿杨 + 6 你太有才了

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发表于 2017-4-10 15:04 |显示全部楼层
此文章由 ambledream 原创或转贴,不代表本站立场和观点,版权归 oursteps.com.au 和作者 ambledream 所有!转贴必须注明作者、出处和本声明,并保持内容完整
ambledream 发表于 2017-3-15 10:08
TMT @ 0.26,

40% gain now, I uplift my trail profit stop
年年岁岁花相似,岁岁月月人不同

发表于 2017-4-12 11:49 |显示全部楼层
此文章由 ysdxrz 原创或转贴,不代表本站立场和观点,版权归 oursteps.com.au 和作者 ysdxrz 所有!转贴必须注明作者、出处和本声明,并保持内容完整
News that TPG Telecom is to build its own mobile network around Australia has hurt Telstra stock today – latest 4.28 down 27 or 6%.

TLS is approaching major support zone 4.15-4.25.


Look to buy TLS around 4.20.
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发表于 2017-4-12 15:13 |显示全部楼层
此文章由 zhengyiren 原创或转贴,不代表本站立场和观点,版权归 oursteps.com.au 和作者 zhengyiren 所有!转贴必须注明作者、出处和本声明,并保持内容完整
ysdxrz 发表于 2017-4-7 17:34
我的一周

本周初,银行股ANZ CBA 等试图向上突破新高点。

楼主怎么看emc?

发表于 2017-4-12 15:32 |显示全部楼层
此文章由 ysdxrz 原创或转贴,不代表本站立场和观点,版权归 oursteps.com.au 和作者 ysdxrz 所有!转贴必须注明作者、出处和本声明,并保持内容完整
zhengyiren 发表于 2017-4-12 14:13
楼主怎么看emc?

EMC 公司我本身很喜欢,他们的领域和技术我个人都比较看好。但是我上周五在98的时候把我的三万多股都卖掉了。看chart,98左右的价格已经是我的一个中短期目标,所以我卖掉换黄金白银股。如果emc回到70左右的水平,我会考虑重新买入。

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