策略

開 OT (1)

 

上星期港股反反覆覆,其中以博士蛙新聞為焦點,引發大家對OT股的憂慮。而博士蛙擠牙膏式披露其內傷程度,又是一個新體驗,以後有類似事件大家最好不要扮勁炒底,因為上午復牌可能是為了讓一些人走貨而已。

 

好明顯港股中實在有大量OT及邪股,可能是港交所重量不重質的發展策略所至,事實上有關當局把關不力,令投資者信心愈來愈低,就算一日24小時開市,港股也是沒有前途。

 

自去年一連串事件後,不知大家的投資策略是否有所影響?近期市場是對一些老牌港股(如大家樂)、可信任大股東(如利字派)、及近期業績派高息(如港機中視金橋),等等股票願意付出較高溢價。相信OT事件繼續發展,此情況會更明顯。

 

如果大家心血少,應該把握機會,換馬至OT系數較低的股票,長遠財息兼收減低中伏機會,勝算更高。新股及邪股,小注還可,那些什麼一注獨買,大手轟進,只怕是吹水陷阱而已。

 

==

 

# 6880 豪特保健,盈警,2011-12 上畫,竟然可以不達溢利預測,其實溢利預測有無用?公開發售部份獲超額認購241.61倍,保薦人交銀國際。

 

# 1698 博士蛙國際,公開發售接獲485.47倍認購,凍資逾1200億,成凍資王,聯席保薦人瑞銀、瑞信及交銀國際。原來又係交銀有份。龍悲板塊中,不是貴就是邪,建議繼續觀望。

2 thoughts on “開 OT (1)

  1. HK market nowadays has changed a lot..
    not much small investment protection..
    there many ways that hkex can improve
    1. remove odd lot–> all stock are trading in min 1 shares like US
    2. lower the price price –> US stock just has 0.01 spread on stock with share price at $40-$50
    3. Quarterly reporting –> this has been done in CHINA already!!
    4. higher protection on IPO —> small investor should be able to use LIMIT order to place IPO just like those institutional investor!!

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Google photo

You are commenting using your Google account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s