日蝕下在為你寫字

  • 張氏奇事: 和哥哥乘mtr回家，打電話給爹爹問他在那裡。我們竟然在同一車廂內@___@！！！真的好神奇！一家四口的三個人，不知情地，在同一時間處於同一移動中的地鐵車廂內！！ (*0*) (*0*) (*0*) [<-驚訝的三個人］
  • apple奇事：今天家裡的mac family裡面又多了一員…–>macbook air (*o*)…iPhone x 3, iPad x 1, macbook x 2, iPod Touch, iPod shuffle
  • 投資奇事：當在trading floor每天跟market跟到貼一貼，本來以為會從此重新整理我的investment portfolio。但問題是，given 在這十星期親歷到的volatility 和uncertainty，竟然對股市卻步了。anyway，還是入了點貨作長線。wish me and everyone luck! my so-called strategy….
  1. Long-term: unless u have the risk appetite and time to do day-trade..
  2. High yield play (330.HK 10.18% div yield, negative profit warning just out, watch list)
  3. HKD sucks. go for RMB or any FX deposit with visible interest rate..
  4. Defensive play , link reit (823.HK) or utility stocks (2.HK, 6.HK), or CKI (1038.HK)
  5. Big names..i like AIA (1299.HK) , cathay pacific (293.HK) and Sands China (1928.HK)
  6. Gold/gold stocks (116.HK, 590.HK, 2899.HK)
  7. My final project picks… i. Evergrande (3333.HK), Suning (002024.SZ), Tencent (700.HK), China Unicom (762.HK)
  8. Or simply referencing our APAC head of equities.. “my strategy? buy low, sell high.”

4 thoughts on “日蝕下在為你寫字”

  1. mba….back to school, 書包輕了, 速度快了, 亦是一個紀念 :)
    330…you sure that the high dividend is sustainable given the headwind they are facing?

    Reply

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