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黄金 10 年-630-106-静候
美国通膨放缓,致使投资者猜测美国的联储局可能没那么迫切涨息,所以几个星期来上涨,指数重新稳定并寻求突破。截稿的时候,道琼斯指数收在34302点,2023年来涨了3.5%,此外标普500指数收于3999点,逼近4000点,涨幅是4.5%,比道琼斯还出色。至于纳斯达克指数则收于11079点,涨了6.7%果然的跌得越惨,反弹越高的最佳写照。
美国通货膨胀率从去年11月的7.1%再舒缓到12月的6.5%,让投资者稍微喘了口气,从却去年六月的最高点9.1%开始,至今通膨已经下跌约50%,而美国利息也已经调高到4.25-4.5%,两者的鸿沟逐渐缩小,再下来,也许通膨膨胀会继续下降到更合理的价位。而中国开放,或许也有助于帮助全球经济回到成长的轨道。近来读一些美国评论,说到一些中方股票已经从谷底上涨了2-4倍,抄底成功的投资者,这回赚的钱还不少。
如果经济持稳,马来西亚股市有希望追随大众的脚步,进行谷底反弹。我们细看本地股市,一些已经跌得太低的股票正经历反弹,反弹幅度果然能够到几倍之多,我们没有买到,有点可惜。话说回来,没有研究,没有收获,看人家赚钱容易,自己如果轻举妄动的话,输钱也是轻而易举的。大市表现依然不过不失,可能是农历新年太接近了,很快的,下星期五大家就要欢庆新年来,下周的买卖,如果套利价位稍微犹豫,就要在新年后才收到钱了。
汉联机构在宣布收购一片油棕园地之后,股价趋跌,或许是投资者新年套利,然后静待它的后续发展。我们暂时按兵不动。由于其凭单价钱波动更激烈,而且经过派红股以后,其转换价已经从60仙调整到23仙。只要它出现折价,我们可以以较低的成本投资一个转换票据,何乐而不为?
成功机构(BJCORP,3395)收购MCIS保险的消息获得证实,股价趁势而起,不过在周五有点“大热倒炉”,股价下跌。虽然如此,一周下来,股价还是小涨。反而是其凭单虽然价钱有起,但是交易并不活跃,大概是其转换价位于1令吉,令人望而却步。即使是陈志远都不觉得其股价近期可以站回1令吉,那么凭单离到价太远,大家不存有幻想的空间。而母股50仙的目标价似乎并不过分,大家也不认为非常不合理。此外,一些新引进的大股东正在逢低大笔累积,显示开始有人对它感兴趣。无论如何,我们本周再买进其凭单10万股(每股6仙),静待其变。
组合回酬今年至今小涨0.86%。下周检讨时已是新年,顺祝大家兔年成功。
免责声明
本周投资记录:
1. 买成功机构凭单C(BJCORP-WC,3395)10万股,每股0.06令吉,价值6022.80令吉。
除了股票基本面,本文内容纯属虚构,所有提及股项纯属学术上或经验上的建议,读者若有 兴趣投资,应该自行深入研究或询问股票经纪才决定,盈亏自负。我们鼓励通过正确的投资 方式创造财富,文中的建议,都有一个完整的买卖纪录 。
《黄金十年》2022 年 1 月13日;刊号:630
http://root-golden10years.blogspot.com/2023/01/10-630-106.html
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