tag:blogger.com,1999:blog-5159391824959254124.post2644809792126466524..comments2023-09-12T23:12:22.189+08:00Comments on 藍冰手記: 25 Jan 13 - 1月 留言版(三)藍冰http://www.blogger.com/profile/12370148023054651697noreply@blogger.comBlogger202125tag:blogger.com,1999:blog-5159391824959254124.post-45095849452352197682013-02-01T00:01:15.125+08:002013-02-01T00:01:15.125+08:00Green兄:
下游燃氣分銷商的好虎是燃氣接駁後,銷售管道燃氣是獨家生意,盈利能見度高。 情況有如...Green兄:<br /><br />下游燃氣分銷商的好虎是燃氣接駁後,銷售管道燃氣是獨家生意,盈利能見度高。 情況有如煤氣(0003)受惠於80、90年代新市鎮大量入伙,業績年年大幅增長。<br /><br />新海能源(0342)我沒有study過<br /><br />(1) 中游,上半年收入增加9.3% <br />(2) 毛利急升是外匯收益的安排<br />(3) 與先思行(0595)購入Nitgen,Nitgen從事提供生物辨識解決方案,例如指紋掃描儀等。與燃氣無關,奇。 先思行(0595)是炒不起的公司,又LED,又3D TV 眼鏡,今次是生物辨識解決方案 ??<br /><br /><br />如果純看以上的資料,不太明白增長在哪裡,看來是新業務。 新業務「成品油市場」是什麼呢? 幫不到什麼,抱歉!<br /><br /><br /><br />「 新海能源(0342)是中國最大的液化石油氣進口和批發商,2011年在廣東省有24%市場份額。分析員在報告中表示,新海能源早前收購了廣州17個汽車加氣站,在已有的液化氣接受終端支持下,公司利潤率有望進一步提升。廣州加氣站業務毛利率約為13%,而本港瓶裝石油氣業務的毛利率更可達35%,均高於公司在中國批發業務6%的水平。<br /><br />渣打續稱,新海能源供應鏈效率高,令公司在珠三角地區增加市場佔有率,並在同業中維持最高的盈利。<br /><br />不過,該行提醒,液化石油氣 LPG 有被液化天然氣 LNG 取代的風險,惟相信廣東省不可能於短期內將交通系統的燃料從石油氣轉為天然氣。另外,公司今年宣布進行海上供油項目,分部上半年毛利率僅為1.35%,淨利潤率為0.46%,或會拖累未來盈利能力。」<br /><br />藍冰https://www.blogger.com/profile/12370148023054651697noreply@blogger.comtag:blogger.com,1999:blog-5159391824959254124.post-44995899819786899692013-01-31T22:54:25.016+08:002013-01-31T22:54:25.016+08:00藍兵兄:
你好, 見你好似好睇好燃氣股, 但無聽你提及 新海能源 00342.HK, 有覺得黎隻...藍兵兄:<br /><br />你好, 見你好似好睇好燃氣股, 但無聽你提及 新海能源 00342.HK, 有覺得黎隻有無潛力? 盈利好似唔錯Greenhttps://www.blogger.com/profile/11186773093880509517noreply@blogger.comtag:blogger.com,1999:blog-5159391824959254124.post-36054877608078473552013-01-31T22:09:30.770+08:002013-01-31T22:09:30.770+08:00http://m.blog.sina.com.cn/s/blog_5efa65540102e7xx....http://m.blog.sina.com.cn/s/blog_5efa65540102e7xx.html<br /><br />靚女股神啱啱推完就••••• 唉!!!barvolouhttps://www.blogger.com/profile/10718541739810567263noreply@blogger.comtag:blogger.com,1999:blog-5159391824959254124.post-38083961882371862762013-01-31T21:16:32.368+08:002013-01-31T21:16:32.368+08:00藍兵兄:
中國電力今日爆上7%,有眼光!原來爆7%,因為今日要報盈喜!藍兵兄:<br /><br />中國電力今日爆上7%,有眼光!原來爆7%,因為今日要報盈喜!Edwinhttps://www.blogger.com/profile/07200994048296036244noreply@blogger.comtag:blogger.com,1999:blog-5159391824959254124.post-10657177673459107492013-01-31T20:58:34.313+08:002013-01-31T20:58:34.313+08:00藍兵兄:
京信今次破底了!
838到左1.03了,希望反彈啦!好似曾經聽藍兵兄話:股遇壞消息沈左...藍兵兄:<br /><br />京信今次破底了!<br /><br />838到左1.03了,希望反彈啦!好似曾經聽藍兵兄話:股遇壞消息沈左,難有起色,需要時間!Edwinhttps://www.blogger.com/profile/07200994048296036244noreply@blogger.comtag:blogger.com,1999:blog-5159391824959254124.post-80531085356274720132013-01-31T20:40:50.452+08:002013-01-31T20:40:50.452+08:00京信通信(2342)發盈警 料去年度錄得虧損
1. 通貨澎脹引致銷售成本增加,以及電信業競爭加劇...京信通信(2342)發盈警 料去年度錄得虧損<br /><br />1. 通貨澎脹引致銷售成本增加,以及電信業競爭加劇,新產品、新業務尚未形成規模銷售,可能導致本集團整體毛利率下降。<br />2. 本集團持續進行全球銷售及服務網絡擴充,導致營運費用上升。<br />3. 存貨報廢和其他資產減值,導致本集團整體毛利率下降及費用上升。<br />藍冰https://www.blogger.com/profile/12370148023054651697noreply@blogger.comtag:blogger.com,1999:blog-5159391824959254124.post-12618312559809821412013-01-31T20:36:56.508+08:002013-01-31T20:36:56.508+08:00阜豐集團(0546)發盈警,預期截至去年底止年度的綜合溢利較2011年度顯著下跌,主要由於
(1)...阜豐集團(0546)發盈警,預期截至去年底止年度的綜合溢利較2011年度顯著下跌,主要由於<br /><br />(1) 主要產品之一味精平均售價下降,味精之年度平均毛利率降幅擴大。<br />(2) 此外,集團期內產生之利息開支整體增加,主要由於集團借款水平上升所致。<br /><br />儘管味精之售價於2012年第3季度稍有回升,惟期內需求下降。但為進一步擴大市場佔有率,集團於2012年第4季度再度下調味精之平均售價,使味精之年度平均毛利率降幅擴大。藍冰https://www.blogger.com/profile/12370148023054651697noreply@blogger.comtag:blogger.com,1999:blog-5159391824959254124.post-89140600223433633412013-01-31T13:16:40.694+08:002013-01-31T13:16:40.694+08:00Kelvin兄:
我都學緊,
我呢期了解到: 唔好成日樣樣想買,睇準一次就得
分得太散容易影響心情...Kelvin兄:<br /><br />我都學緊,<br />我呢期了解到: 唔好成日樣樣想買,睇準一次就得<br />分得太散容易影響心情同精神,如果資金不足,分得散,所賺都唔多<br />加會另成本增加<br /><br />zahedi兄<br />有咩辦法阿Edwinhttps://www.blogger.com/profile/07200994048296036244noreply@blogger.comtag:blogger.com,1999:blog-5159391824959254124.post-84247454787373526662013-01-31T13:07:41.718+08:002013-01-31T13:07:41.718+08:00kelvin兄: 曹Sir「趁年輕多冒險 」
edwin兄; 訓練自己耐性是EQ一種, 依然好股難...kelvin兄: 曹Sir「趁年輕多冒險 」<br /><br />edwin兄; 訓練自己耐性是EQ一種, 依然好股難求。<br />zahedihttps://www.blogger.com/profile/16951503930983755701noreply@blogger.comtag:blogger.com,1999:blog-5159391824959254124.post-64559627144656643982013-01-31T13:03:03.263+08:002013-01-31T13:03:03.263+08:00多謝zahedi兄
Edwin兄,短炒我係新手,要向你地多多學習!
我將個倉的5%用來短炒,訓練下身...多謝zahedi兄<br />Edwin兄,短炒我係新手,要向你地多多學習!<br />我將個倉的5%用來短炒,訓練下身手Kelvinhttps://www.blogger.com/profile/10714807990935231317noreply@blogger.comtag:blogger.com,1999:blog-5159391824959254124.post-43615889622336803542013-01-31T12:43:33.772+08:002013-01-31T12:43:33.772+08:00zahedi兄:
我當初0.056入 如果坐到宜家賺4倍zahedi兄:<br /><br />我當初0.056入 如果坐到宜家賺4倍Edwinhttps://www.blogger.com/profile/07200994048296036244noreply@blogger.comtag:blogger.com,1999:blog-5159391824959254124.post-45766148775546871872013-01-31T12:33:19.504+08:002013-01-31T12:33:19.504+08:00E, 爽組合大C好危, 撐撐撐大C.
我就喜歡大C燈到冇朋友, 撐撐撐大C
E, 爽組合大C好危, 撐撐撐大C.<br />我就喜歡大C燈到冇朋友, 撐撐撐大C<br />zahedihttps://www.blogger.com/profile/16951503930983755701noreply@blogger.comtag:blogger.com,1999:blog-5159391824959254124.post-89060011625913531742013-01-31T12:29:48.275+08:002013-01-31T12:29:48.275+08:00爽組合袁健培: 「好多時左睇睇、右摷摷,依然好股難求。新嘅今日未搵到,舊嘅要緬懷一下;中國保綠(39...爽組合袁健培: 「好多時左睇睇、右摷摷,依然好股難求。新嘅今日未搵到,舊嘅要緬懷一下;中國保綠(397)真係一浪接一浪,如果未走貨,賺三倍!<br />中國新城鎮(1278)有日無端端大插,我以為佢出事,如果坐到𠵱家有170%進賬,你話係咪谷爆吖!喂,全部講緊唔夠一個月喎!」…like<br /><br />袁兄有料過廢帝周顯, 難怪老總沙膽虹也like.<br />zahedihttps://www.blogger.com/profile/16951503930983755701noreply@blogger.comtag:blogger.com,1999:blog-5159391824959254124.post-75815429922254755452013-01-31T12:03:55.108+08:002013-01-31T12:03:55.108+08:00zahedi兄:
係阿,咁呢d我控制唔到..只好睇氣氛
Kelvin兄:
前日上0.219 上...zahedi兄: <br /><br />係阿,咁呢d我控制唔到..只好睇氣氛<br /><br />Kelvin兄:<br />前日上0.219 上唔到,要放...今日過0.22 可以睇更高Edwinhttps://www.blogger.com/profile/07200994048296036244noreply@blogger.comtag:blogger.com,1999:blog-5159391824959254124.post-24760697549760103972013-01-31T11:31:35.653+08:002013-01-31T11:31:35.653+08:00Kelvin兄: i am proud of you.
Edwin 兄:
"前2日走左3...Kelvin兄: i am proud of you.<br /><br />Edwin 兄:<br />"前2日走左397 個時跌到0.197個勢差"<br />"397 見賣盤多..唔咁再玩佢住"<br /><br />看到賣盤多? 大戶一野隊落來, 怎會畀你看見…zahedihttps://www.blogger.com/profile/16951503930983755701noreply@blogger.comtag:blogger.com,1999:blog-5159391824959254124.post-27471811306104425752013-01-31T11:22:45.305+08:002013-01-31T11:22:45.305+08:000.22走左,2日10%,很和味0.22走左,2日10%,很和味Kelvinhttps://www.blogger.com/profile/10714807990935231317noreply@blogger.comtag:blogger.com,1999:blog-5159391824959254124.post-6455460620932813132013-01-31T11:21:43.913+08:002013-01-31T11:21:43.913+08:00zahedi兄:
我前2日走左397 個時跌到0.197個勢差
宜家又好了zahedi兄:<br /><br />我前2日走左397 個時跌到0.197個勢差<br /><br />宜家又好了Edwinhttps://www.blogger.com/profile/07200994048296036244noreply@blogger.comtag:blogger.com,1999:blog-5159391824959254124.post-17193495276998195982013-01-31T11:21:28.307+08:002013-01-31T11:21:28.307+08:00少陽兄連續兩日分析隻546.....少陽兄連續兩日分析隻546.....oceanbluehttps://www.blogger.com/profile/05932371923018271688noreply@blogger.comtag:blogger.com,1999:blog-5159391824959254124.post-66011881401490161762013-01-31T10:26:59.936+08:002013-01-31T10:26:59.936+08:00多謝zahedi兄,昨日入左397@0.2
多謝zahedi兄,昨日入左397@0.2<br /><br />Kelvinhttps://www.blogger.com/profile/10714807990935231317noreply@blogger.comtag:blogger.com,1999:blog-5159391824959254124.post-57948936978885858672013-01-30T21:24:54.392+08:002013-01-30T21:24:54.392+08:00此留言已被作者移除。Ricky Lamhttps://www.blogger.com/profile/05105485848632268337noreply@blogger.comtag:blogger.com,1999:blog-5159391824959254124.post-69751172881686722442013-01-30T16:08:45.904+08:002013-01-30T16:08:45.904+08:00我也看到了一些很耐沒有見,無貨很耐的「老朋友」上升5%以上。
e.g. 中糧包裝#906 上升5....我也看到了一些很耐沒有見,無貨很耐的「老朋友」上升5%以上。<br /><br />e.g. 中糧包裝#906 上升5.7%, 和記電訊#215 上升5.3%。<br /><br />藍冰https://www.blogger.com/profile/12370148023054651697noreply@blogger.comtag:blogger.com,1999:blog-5159391824959254124.post-66131690940196934022013-01-30T15:14:54.076+08:002013-01-30T15:14:54.076+08:00岩岩講完,宜家同我升6%-.-岩岩講完,宜家同我升6%-.-Edwinhttps://www.blogger.com/profile/07200994048296036244noreply@blogger.comtag:blogger.com,1999:blog-5159391824959254124.post-66065648339359790192013-01-30T15:11:14.227+08:002013-01-30T15:11:14.227+08:00zahedi兄:
我明白!!其實我仲要大家提點,你地經驗一定比我多!zahedi兄:<br /><br />我明白!!其實我仲要大家提點,你地經驗一定比我多!Edwinhttps://www.blogger.com/profile/07200994048296036244noreply@blogger.comtag:blogger.com,1999:blog-5159391824959254124.post-11383041094501822442013-01-30T15:04:21.164+08:002013-01-30T15:04:21.164+08:00訓練自己耐性是EQ一種, 希望 Edwin兄 明白小弟的心意.
“只係有時唔知係真睇錯,同幾時要沽...訓練自己耐性是EQ一種, 希望 Edwin兄 明白小弟的心意.<br />“只係有時唔知係真睇錯,同幾時要沽” we learn from mistakes.<br /><br />Kelvin兄: 未呀. <br />財演 badmouth前海, 讓插下先. Be patient. 走左雞就算.<br />zahedihttps://www.blogger.com/profile/16951503930983755701noreply@blogger.comtag:blogger.com,1999:blog-5159391824959254124.post-45031551841396141002013-01-30T14:50:49.004+08:002013-01-30T14:50:49.004+08:00zahedi兄
已入152和604嗎??zahedi兄<br />已入152和604嗎??Kelvinhttps://www.blogger.com/profile/10714807990935231317noreply@blogger.com