香港新浪網 MySinaBlog
yfile | 26th Feb 2010 | 組合管理 | (22 Reads)

Portfolio Management - Action on 26/2/2010

Portfolio 2 (100% Interests) 

Purchased: 00635 PLAYMATES...........................6K@ $2.53

Portfolio 3 (50% Interests) 

Purchased: 00635 PLAYMATES...........................4K@ $2.53


yfile | 25th Feb 2010 | 組合管理 | (17 Reads)

Portfolio Management - Action on 25/2/2010

Portfolio 2 (100% Interests) 

Sold:          03328 BANKCOMM...........................ALL@ $8.32


yfile | 24th Feb 2010 | 香港房地產 | (54 Reads)

擔心... H...

今日睇報紙, 見到話有6成幾置業人士選咗以HIBOR為基準的按揭, 有些擔心. 到底這些人當中, 有多少是因為HIBOR的低按揭利率, 而勉強上車呢?

以1個月銀行同業拆息利率(0.07%)加0.7厘計算, 按揭利率為0.77厘, 遠比市面上以P為基準的按揭利率低, 前者只是後者的約1/3. (以P-2.75%為例, P=5%, 以P為基準的按揭利率是2.25厘.)

如果以後銀行同業拆息急升, 按揭利率回升至如6厘, (其實這個按揭利率並不算高, 想當年我父母年代供樓利率就高達十幾厘!) 到時, 對那些以最優惠率為基準的置業者, 利息只上升1.67倍, 應該勉強還能應付; 但對一開始就以HIBOR為基準的置業者, 利率會增加7.8倍, 這批置業者當中到底能有多少人有能力承受這個利息升幅呢?! 那時, 這些因為H而上車的, 會有多少人因而供唔起樓, 被迫要賣樓, 或變成銀主盤...?! 諗落有d似美國次按...

雖然我個人偏向相信利率應會在2010年尾或2011年才會上調(銀行同業拆息上升應早於此), 然後到了2012年可能已站在一個偏高水平, 但樓市應不會在最後一刻才反映吧!

我在考慮今年中左右賣出自住物業, 搬回家與父母同住; 就算搬出來, 到時亦會暫時租樓住.


yfile | 23rd Feb 2010 | 組合管理 | (17 Reads)

Portfolio Management - Action on 23/2/2010

Portfolio 2 (100% Interests) 

Sold:          01155 CENTRON TELECOM..............ALL@ $2.30
Purchased: 00398 ORIENTAL WATCH HLDGS....10K@ $1.63


yfile | 22nd Feb 2010 | 生活感言 | (166 Reads)

車公靈簽

年初四去了車公廟, 求了兩枝簽. 一枝求健康, 一枝求財. 分別求得三十六簽(健康)及三十八簽(財), 皆為中簽. 但我卻視之為上上吉簽. 為何? 皆因簽文解曰:

三十六簽: 舊愿未還, 家宅平安, 自身平安, 求財半遂!

三十八簽: 凡事寸舊, 自身平安, 家宅興旺, 求財遂意!

哈哈哈!


yfile | 22nd Feb 2010 | 組合管理 | (13 Reads)

Portfolio Management - Action on 22/2/2010

Portfolio 1 (100% Interests)

Sold:          02000 SIM TECH.............................ALL@ $1.16
Sold:          00817 FRANSHION PPT...................ALL@ $2.51
Purchased: 00754 HOPSON DEVELOPMENT.....2K@ $10.74
Purchased: 03383 AGILE PROPERTY..................2K@ $9.84
Purchased: 02337 FORTE - H SHS....................14K@ $2.00

Portfolio 3 (50% Interests) 

Sold:          02000 SIM TECH.............................ALL@ $1.16
Purchased: 03383 AGILE PROPERTY..................2K@ $9.84
Purchased: 02337 FORTE - H SHS......................8K@ $1.99

Portfolio 4 (0% Interests, only management)

Purchased: 01813 KWG PROPERTY....................2K@ $4.94


yfile | 19th Feb 2010 | 組合管理 | (14 Reads)

Portfolio Management - Action on 19/2/2010

Portfolio 1 (100% Interests)

Sold:          00838 EVA HOLDINGS........10K@ $1.656 (Avg.)
Sold:          00711 CHUN WO DEV.....................20K@ $0.62
Purchased: 02337 FORTE - H SHS......................6K@ $1.97
Purchased: 02868 BJ CAPITAL LAND..................6K@ $2.81

Portfolio 2 (100% Interests) 

Purchased: 00272 SHUI ON LAND...................6.5K@ $3.73

Portfolio 4 (0% Interests, only management)

Sold:          00838 EVA HOLDINGS.....................ALL@ $1.66
Sold:          00711 CHUN WO DEV.....................ALL@ $0.62
Purchased: 00272 SHUI ON LAND......................4K@ $3.73
Purchased: 02337 FORTE - H SHS......................6K@ $1.99
Purchased: 03900 GREENTOWN CHINA..........1.5K@ $9.51


yfile | 17th Feb 2010 | 組合管理 | (21 Reads)

Portfolio Management - Action on 17/2/2010 (虎年第一擊)

Portfolio 1 (100% Interests)

Sold:          02000 SIM TECH.............................10K@ $1.17
Sold:          01155 CENTRON TELECOM.............10K@ $2.30
Purchased: 02337 FORTE - H SHS....................10K@ $2.11
Purchased: 00272 SHUI ON LAND......................6K@ $3.87

Portfolio 2 (100% Interests) 

Sold:          02000 SIM TECH.............................ALL@ $1.17
Purchased: 02337 FORTE - H SHS......................6K@ $2.12
Purchased: 00272 SHUI ON LAND...................6.5K@ $3.88 
Purchased: 03900 GREENTOWN CHINA..........1.5K@ $9.66

Portfolio 3 (50% Interests)

Sold:          00817 FRANSHION PPT...................ALL@ $2.57
Purchased: 00272 SHUI ON LAND......................6K@ $3.87
Purchased: 02337 FORTE - H SHS....................12K@ $2.11


yfile | 16th Feb 2010 | 組合管理 | (17 Reads)

Portfolio Management (16/2/2010)

*Sorted by Market Value

Portfolio 1 (100% Interests)   
Code    Name                                         Market Value (HKD)
------------------------------------------------------------------
00733 HOPEFLUENT............................................8,240
03988 BANK OF CHINA - H SHS
00939 CCB - H SHS
03377 SINO-OCEAN LAND
04971 MB-HWL EC1012 (CASH)
CASH 現金
02007 COUNTRY GARDEN
01988 MINSHENG BANK - H SHS
02000 SIM TECH 
00410 SOHO CHINA
00817 FRANSHION PPT 
00838 EVA HOLDINGS
00711 CHUN WO DEV
00398 ORIENTAL WATCH HLDGS 
00754 HOPSON DEVELOPMENT HOLDINGS
01155 CENTRON TELECOM 
03383 AGILE PROPERTY   
02868 BJ CAPITAL LAND
03900 GREENTOWN CHINA
01813 KWG PROPERTY 
00013 HUTCHISON WHAMPOA 
02337 FORTE - H SHS  
00272 SHUI ON LAND  
00635 PLAYMATES............................................307,152

Portfolio 2 (100% Interests)
Code    Name                                         Market Value (HKD)
------------------------------------------------------------------
01177 FANTASIA.................................................5,070
03377 Sino-Ocean Land Holdings Ltd
03328 BANKCOMM
01155 CENTRON TELECOM
02000 SIM TECH
01813 KWG PROPERTY
00398 ORIENTAL WATCH HLDGS
754 HOPSON DEVELOPMENT HOLDINGS
00272 SHUI ON LAND
00635 PLAYMATES
CASH 現金
02337 FORTE - H SHS......................................63,000

Portfolio 3 (50% Interests)
Code    Name                                         Market Value (HKD)
------------------------------------------------------------------
CASH 現金.....................................................15,591
00838 EVA HOLDINGS
00398 ORIENTAL WATCH HLDGS
02000 SIM TECH
00817 FRANSHION PPT
03383 AGILE PROPERTY
00754 HOPSON DEVELOPMENT HOLDINGS
00410 SOHO CHINA
02868 BJ CAPITAL LAND
01813 KWG PROPERTY
03900 GREENTOWN CHINA
00272 SHUI ON LAND
02337 FORTE - H SHS
00013 HUTCHISON WHAMPOA
00635 PLAYMATES.......................................165,660

*Contributed $10K to Portfolio 3 in Jan.

Portfolio 4 (0% Interests, only management)
Code    Name                                         Market Value (HKD)
------------------------------------------------------------------
CASH 現金..........................................................1,389
01777 FANTASIA
02868 BJ CAPITAL LAND
00635 PLAYMATES 
00711 CHUN WO DEV  
00838 EVA HOLDINGS  
01813 KWG PROPERTY
00754 HOPSON DEVELOPMENT HOLDINGS
03900 GREENTOWN CHINA 
00272 SHUI ON LAND
02337 FORTE - H SHS....................................121,800


yfile | 5th Feb 2010 | 組合管理 | (18 Reads)

Portfolio Management - Action on 5/2/2010

Portfolio 1 (100% Interests)

Sold:          03883 CHINA AOYUAN.....................ALL@ $1.25
Purchased: 02337 FORTE - H SHS......................6K@ $1.98
Purchased: 01813 KWG PROPERTY....................3K@ $4.73
Purchased: 02868 BJ CAPITAL LAND................10K@ $2.76
Purchased: 00939 CCB - H SHS.........................2K@ $5.82

Portfolio 2 (100% Interests) 

Purchased: 02337 FORTE - H SHS......................6K@ $1.98
Purchased: 01813 KWG PROPERTY.................2.5K@ $4.75
Purchased: 03328 BANKCOMM..........................2K@ $7.58

 


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