黄金10年-599-075-提高现金
乱势不变,大马股市再向下移动,本周跌破1500点。从资金走向,不晓得是不是大选近了,许多人退场观望。至于美国继续激烈波动,许多科技股继续下探,这包括了亚马逊、特斯拉等。亚马逊刚刚股票分拆,虽然股票稍微上涨,目前站在109美元,但是比它最高大约188美元已经低了40%,可说是被人大力抛售。股王特斯拉一样,难逃下跌的名运,在股票一拆四以后,曾经力争上游,继续创新高,但是好景不常,市场转为悲观的时候,其股价开始下跌,从最高的1243美元跌到现在696美元,股价也跌了45%。妙的是,公司刚刚又建议1拆三,这离开上一次的1拆四没有多久(2020年8月31日),还不到两年。此一时也,彼一时也,科技股持续承受卖压,已经步入熊市,特斯拉这次分拆可能继续挤压其股价至更低的情形。看看亚马逊的分拆,股价不如人意,一叶知秋,可知道股票分拆不再深受美国的投资者欢迎。
本地的手套业同样不容乐观,一次比一次低的业绩,让手套公司的价钱低了又低,甚至不如冠病之前。其中,贺特佳(HARTA,5168)已经跌到3.60令吉,而顶级手套(TOPGLOV,7113)也朝“1”看齐,跌到1.13令吉;速柏玛(SUPERMX,7106)更已经跌破1令吉,目前只有0.985令吉。不是它们做得不够好,而是市场转变得太快了。那么,新晋的菜鸟呢?这里,我们不得不称赞一下英沙(INSAS,3379)(和DGSB合伙)的临崖悬马,停止购买手套业务,在就要泥足深陷时转身离开,如今可以潇洒的寻找新业务。
另一方面,沙布拉能源(SAPNRG,5218)之前的反弹不再持续下去,我们还是继续将持股脱售,本周卖完所有凭单,另外再卖10万股母股。讲到损失,当然惨重,不过已比之前的4仙(母股)或(2仙)凭单好。忍痛脱售是因为马股表现一日不如一日,连手套股、科技股或种植股皆有气无力,万一大选在近日举行,预料更加欲振乏力,不如趁此反弹套回现金,等待机会再重回青山。经此一卖,组合的现金增加到四万六千令吉以上,而亏损也不再和指数那样扩大,目前还是负4.9%。(指数周内大跌,年头至今已经亏了4.7%)。
本周投资记录:
1. 卖沙布拉能源(SAPNRG,5218)10万股,每股5仙,价值4979令吉
2. 卖沙布拉能源凭单(SAPNRG-WA,5218WA)20万股,每股3.5仙,价值6975.40令吉
3. 6月9日收到贺特佳(HARTA,5168)股息35令吉。
免责声明
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6月10日;刊号:599
http://root-golden10years.blogspot.com/2022/06/10-599-075.html
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