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yfile | 28th Oct 2018 | 組合管理 | (9 Reads)

投資組合 - 2018/10/26買賣記錄

投資組合1 + 2 (100% 權益) 

沽出:           06881 中國銀河...................10K@ $3.81 

買入:           00210 達芙妮國際..............350K@ $0.28

投資組合3 (50% 權益)

沽出:           00927 富士高實業................46K@ $1.25(Avg.) 

沽出:           06837 海通證券..................5.6K@ $7.70

買入:           00210 達芙妮國際..............356K@ $0.28


yfile | 22nd Oct 2018 | 組合管理 | (10 Reads)

投資組合 - 2018/10/22買賣記錄

投資組合1 + 2 (100% 權益) 

沽出:           01388 安莉芳控股................40K@ $2.79

買入:           00210 達芙妮國際..............200K@ $0.33 

投資組合3 (50% 權益)

沽出:           00927 富士高實業................26K@ $1.23 

買入:           00210 達芙妮國際..............100K@ $0.33 


yfile | 21st Oct 2018 | 股玩你 | (16 Reads)

Webb-site Reports: A deeper dive into CMBC, CSPT and FWF

21 October 2018

https://webb-site.com/articles/cmbccspt.asp 

Two of the companies in Friday's Huarong-CMB network diagram made defensive announcements that night.

CMBC

In its Friday announcement, CMBC Capital Holdings Ltd (CMBC, 1141) reminds the market that, since 30-Jun-2018, its parent group, China Minsheng Banking Corp Ltd (CMB, 1988) has subscribed 1.35bn new shares at HK$0.363 per share for proceeds of HK$490m, a deal which completed on 15-Oct-2018. The subscription was first announced on 3-Jul-2018, alongside a smaller "best efforts" placing to independent parties of up to 830m new shares at the same price.

 

 (閱讀全文)

yfile | 21st Oct 2018 | 股玩你 | (17 Reads)

Webb-site Reports: The Huarong-CMB network: 26 stocks not to own

19 October 2018

https://webb-site.com/articles/huarongcmb.asp

Back on 15-May-2017, we published The Enigma Network: 50 Stocks not to own, leading to a historic meltdown of much of that network on 27-Jun-2017 and subsequently the first ever joint ICAC-SFC raid and investigation, which is ongoing - so far, nobody has been charged with any offence, and no winding-up proceedings or other legal action has been taken against any of the listed companies involved.

Drawing that picture was really the only way to illustrate such a complex web of dealings, and once again we find ourselves resorting to the circuit board to show the network of relationships surrounding China Huarong Asset Management Co Ltd (Huarong, 2799) and another large financial player, China Minsheng Banking Corp Ltd (CMB, 1988.HK, 600016.SH).

......

 (閱讀全文)

yfile | 21st Oct 2018 | 其他資料 | (8 Reads)

中國風投變 「瘋投」 凜冬將至 (2018/10)

@信報財經月刊

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yfile | 18th Oct 2018 | 組合管理 | (6 Reads)

投資組合 - 2018/10/18買賣記錄

投資組合1 + 2 (100% 權益) 

沽出:           00458 聯亞集團...................60K@ $1.74

買入:           06099 招商證券...................13K@ $7.98 

投資組合3 (50% 權益)

沽出:           00458 聯亞集團...................16K@ $1.74

買入:           06099 招商證券.....................4K@ $7.98 


yfile | 16th Oct 2018 | 組合管理 | (13 Reads)

投資組合 - 2018/10/16買賣記錄

投資組合1 + 2 (100% 權益) 

沽出:           00458 聯亞集團...................72K@ $1.74

買入:           06837 海通證券..................6.8K@ $6.49

買入:           06881 中國銀河...................24K@ $3.29 

投資組合3 (50% 權益)

沽出:           01388 安莉芳控股................20K@ $2.65(Avg.) 

沽出:           00458 聯亞集團.................104K@ $1.74

買入:           06099 招商證券...................13K@ $8.02  

買入:           06837 海通證券..................6.8K@ $6.48

買入:           06881 中國銀河...................24K@ $3.29(Avg.)


yfile | 14th Oct 2018 | 香港房地產 | (17 Reads)

負資產不是天方夜譚 (2018/10/10)

@信報<<堅‧離地城>> by 林日彥 

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yfile | 14th Oct 2018 | 其他資料 | (4 Reads)

港股通街平貨揾人執 (2018/10/10) 

@信報【財經DNA】 by 阿梅

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yfile | 11th Oct 2018 | 組合管理 | (9 Reads)

投資組合 - 2018/10/11買賣記錄

投資組合1 + 2 (100% 權益) 

沽出:           00458 聯亞集團...................20K@ $1.74

買入:           06030 中信証券...................10K@ $11.98 

買入:           06881 中國銀河...................10K@ $3.32  

投資組合3 (50% 權益)

沽出:           00210 達芙妮國際..............230K@ $0.50

買入:           06030 中信証券..................9.5K@ $11.98 

強積金(MPF) 

指示管理公司由保守基金轉約總額10%入恆指基金, 現為0%保守基金, 100%恆指基金.   


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