跟進太陽能板塊

其實上一篇entry(新能源(2): 太陽能)一早已經打得七七八八, 細心留意既話你會見到我貼果張圖係6月18日既, 依家再出多篇entry, update一下自己同埋大家(如果真係有人睇既話 😀 )

今日(2010年7月7日), 太陽能股全部都升

但暫時仲未見有新聞出, 不過全部一齊升即係已經有消息出左, 只不過可能新聞未報, 或者大戶已經收到風, 資訊不對稱(information asymmetry)一向都有, 而且該消息係對整個行業利好

我認為太陽能股有機會展開升浪, 選股方面我自己首選卡姆丹克(712), 但市值好細, 穩陣起見一定係買龍頭保利協鑫(3800)

太陽能股係呢一個星期已經開始升緊, 同期恒指係跌既, 呢個訊號令我相信太陽能股短期內有機會有個不俗既升幅, 一切都只係估估下, 而且如果大市走勢急速(抑或係"促"??)轉壞, 太陽能股應不能獨善其身

遲尐會整個個股研究

繼續跟進

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本篇發表於 太陽能, 新能源 並標籤為 , 。將永久鏈結加入書籤。

7 Responses to 跟進太陽能板塊

  1. DL 說道:

    點解你首選是卡姆丹克?

    • desmondctt 說道:

      剛剛出左一篇有關卡姆丹克既研究, 你可以參考一下

      揀佢既原因除左係我研究入面寫左既之外, 我個人偏好市值細既股份, 市值越細升幅越大, 咁波幅亦都會越大, 所以要有承受較高風險既準備

      你都有睇開呢隻?

      你係我呢個blog第一個留言, 多謝

  2. DL 說道:

    Yes I bought a lot of 0712 shares because I believe it has a huge growth potential.

    I have done a lot of research on this company and I have faith that it will become the leader in the solar industry. I have heard many negative comments about solar power in the past few months but it seems many people are quietly buying 0712.

    I am also waiting for the half yearly result later this month, I think the figures will send the share price higher. I will keep the shares for long term.

    (Sorry I can’t type Chinese properly)

    • desmondctt 說道:

      You can type english as u like 🙂

      I think it is interesting that there were some reports from Chinese securities companies saying that solar power industry was bouncing off the bottom. Many solar power players showed an improved 2009 Q3/Q4 result, but all stocks in the segment kept rallying off until 2010 June. The stock prices keep going down but the industry are improving at the same time.

      I am confident that the solar power segment have reached its bottom. It has a promising future, at least for 2010, but the maket only gives low evaluation. So i think at the moment 712 it is undervalued.

      What I am expecting is the market to re-valuate the solar power industry. If it is going to be true, >30% increase is expected.

      I hope your buying price is not too high, because the down trend is so long for 712, which means most of the time buying 712 are suffering loss. If I have extra capital now, I may increase my long position for 712.

      It is very welcome to share your views towards 712 or any other things u would like to share.

  3. DL 說道:

    I got some shares at IPO price, bought more during the first few days as the price dropped below $2.1. Continued to buy as it went up. Recently bought even more after its rebound from $1.22. All in all, my current average is near the IPO price. I suspect a lot of small investors would have dumped their shares in May and cut loss when it dropped below $2.

    The first half year result should give the share price a boost. I expect (and hope) it will go back to $2.1 or above soon.

    • desmondctt 說道:

      If the market keeps rising and I am quite sure IPO price $2.10 should not be a problem.

      Do you see the performance of 3800? The leader (in terms of market cap.) is showing upward trend too and it seems 3800’s trend looks a bit better than 712’s because the turnover is increasing for 3800’s, 712’s turnover is still very low. But I think when the turnover of leader increases, it may signals the capital is flowing to solar power segment (very optimistic am I?)

      The stock prices for both is “head to head" now, let see my decision of choosing 712 rather than 3800 is correct or not

  4. DL 說道:

    I also have some 3800 shares that I bought many months ago. In terms of potential share price gain I believe in 712; in terms of stable growth then 3800 is better.

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