羊年焦點股 吼實誠哥四寶 - 曾淵滄教路
儘管恒生指數離二○○七年的歷史高位仍有一段距離，但是，已有多隻藍籌股股價創出歷來新高。看來，羊年的投資焦點是應該集中於藍籌股，想捕捉殼股、細價股的結果很可能變羊牯。
過去一年，多隻藍籌股的走勢是強者愈強，因此股價創一次新高又一次新高，每一次調整都是趁低吸納的機會。因此，持有強勢藍籌股的人千萬不好隨意換馬、三心兩意，換來換去，自找煩惱。
羊年焦點股肯定是李嘉誠旗下的四隻股：長實（001）、和黃（013）、電能（006）、長建（1038），長實、和黃合併的戲仍未演完，好戲還在後頭。 長和、長地正式成立時，資產重估後的資產值會令市場吃驚，資產值會突然大膨脹，過去數十年，每一次李嘉誠賣資產，利潤都很驚人。理由是李嘉誠旗下的資產很 少重估其價值，帳面值很低很低，一旦以市價出售，就會產生巨大的利潤，這次重組，也一定會全面重估旗下業務的資產值，重估所產生的價值也會是很驚人的。
除了長實、和黃合併重組之外，大和證券也出報告憧憬長建與電能依樣畫葫蘆地合併，多了一重憧憬。
Focus of this year is definitely on Li Ka-shing's four shares: CK Hutchison HOLDINGS (001), Hutchison Whampoa(013), Power Assets Holdings(006), Cheung Kong Infra Holdings(1038). CK Hutchison HOLDINGS (001) and Hutchison Whampoa(013)'s merger is still not finished yet, with expectation of good results to come in future. When the merger is complete and formally launched, the asset value after revaluation will surprise the market as the value of the assets will expand massively. In the past few decades, every time when Li Ka-shing sell assets, profits are amazing. The reason is that Li Ka-shing's stocks’ book value is very very low, once it is to be sold according to its market price , it will produce huge profits. The restructuring this time which will lead to reevaluation of the asset value will certainly generate striking market value.
Aside from the restructuring of CK Hutchison HOLDINGS (001) and Hutchison Whampoa(013), Daiwa Securities also look forward to Power Assets Holdings(006), Cheung Kong Infra Holdings(1038)’s merger.
除了長實、和黃合併重組之外，大和證券也出報告憧憬長建與電能依樣畫葫蘆地合併，多了一重憧憬。
除了李嘉誠旗下的企業外，近日多隻藍籌股公布業績，表現都很好。股價創新高是因為業績好，而且也沒有發生在業績公布後趁好消息沽貨而導致股價下跌的現象。友邦（1299）新業務表現驕人，領匯（823）上市至今，沒有一年出現過盈利倒退的事。
中電（002）談不上有令人意想不到的好業績，但是勝在穩定，而且年年有增長，更重要的是愈來愈多投資者不相信美國會在今年加息，收息股自然受追捧。連一些在過去一、兩年因為擔心加息而拋售公用股的投資者也重返股市，買回公用股收息。
南車（1766）與北車（6199）合併，帶來更多憧憬，涉及多家大藍籌國企股，這包括石油股、電訊股，都是巨無霸股。
香港多隻藍籌股可以看好，內地A股也一樣值得看好，二月二十七日，滬綜指已重上3,300點之上，再升5%就可以破二○○九年的高位3,478點。那是重 要的阻力位，今年一月九日，滬綜指一升破3,400點之後，馬上出現回吐壓力，調整至今。我們得耐心地等待滬綜指突破這個強阻力位，一旦突破，再向上升的 阻力就小了。
04/03/15
Original http://eastweek.my-magazine.me/?aid=40915
Below is the translation by our team. no guarantee of accuracy.
In the year of goat, stick to Li Ka-shing’s four stocks
Although the Heng Seng Index still holds some distance from historical highs in 2007, a number of blue-chip stocks have been hitting a new high. It seems, the investment focus of this year should be on blue chip stocks. Those who wanted to capture Shell share and Penny stock would be likely to tend to be foolish.
Over the past year, plenty of blue-chip stocks turned stronger and stronger, and therefore hit new highs again and again. Every price adjustment is a good opportunity to buy in stocks in low price. Therefore, those who hold strong blue-chip stocks should stick to their existing stocks and not change mind now and then. 南車（1766）與北車（6199）合併，帶來更多憧憬，涉及多家大藍籌國企股，這包括石油股、電訊股，都是巨無霸股。
香港多隻藍籌股可以看好，內地A股也一樣值得看好，二月二十七日，滬綜指已重上3,300點之上，再升5%就可以破二○○九年的高位3,478點。那是重 要的阻力位，今年一月九日，滬綜指一升破3,400點之後，馬上出現回吐壓力，調整至今。我們得耐心地等待滬綜指突破這個強阻力位，一旦突破，再向上升的 阻力就小了。
04/03/15
Original http://eastweek.my-magazine.me/?aid=40915
Below is the translation by our team. no guarantee of accuracy.
In the year of goat, stick to Li Ka-shing’s four stocks
Focus of this year is definitely on Li Ka-shing's four shares: CK Hutchison HOLDINGS (001), Hutchison Whampoa(013), Power Assets Holdings(006), Cheung Kong Infra Holdings(1038). CK Hutchison HOLDINGS (001) and Hutchison Whampoa(013)'s merger is still not finished yet, with expectation of good results to come in future. When the merger is complete and formally launched, the asset value after revaluation will surprise the market as the value of the assets will expand massively. In the past few decades, every time when Li Ka-shing sell assets, profits are amazing. The reason is that Li Ka-shing's stocks’ book value is very very low, once it is to be sold according to its market price , it will produce huge profits. The restructuring this time which will lead to reevaluation of the asset value will certainly generate striking market value.
Aside from the restructuring of CK Hutchison HOLDINGS (001) and Hutchison Whampoa(013), Daiwa Securities also look forward to Power Assets Holdings(006), Cheung Kong Infra Holdings(1038)’s merger.
In addition to Li Ka-shing's companies, plenty of blue-chip stocks released annual results report recently with very good performance. Price highs are attributed to good performances. Moreover, phenomena of taking advantage of the good news after the results announcement and then sell stocks followingly for profits which usually leads to price dropping does not happen. AIA (1299) shows remarkable business profits, Link REITS(823) has no negative performance of making profit since it was listed so far.
CLP (002) has no unexpected favorable results, but it wins over its stability and continuous growth. More importantly, more and more investors do not believe the US will raise interest rates this year. Therefore collecting dividends strategy become popular. Even those who sold shares of public investors with concerns of rise of interest rate in the past couple years come back into the market to buy dividend paying shares.
CSR (1766) and CNR (6199) ‘s merger brings more good vision, involving a number of large state-owned blue-chip stocks, which include oil stocks, telecoms, all are great giant stocks.
A number of Hong Kong blue chips stocks can be more optimistic , as well as China A shares . In February 27, Shanghai Composite Index risen above 3,300 points. It can break highs in 2009 of 3,478 points if it rise up another 5% . That is an important resistance level. In 9th January of this year, after having risen above 3,400 points Shanghai Composite Index appeared stressful and has been in adjustment till now. We have to wait patiently for Shanghai Composite Index to break this strong resistance level, once it breaks, only smaller resistance will be encountered to rise again.
