2023年8月份股票投资记录
最近我很努力地在写文。趁着这股劲,我就准时地把上个月份的交易篇完成了。适逢国庆月,这里也祝福及希望马来西亚国泰民安、昌荣进步。
以下是我8月份简略的交易记录:
买进
~无~
卖出
部分卖出PHARMA@RM0.415
每月一言
这次轮到PHARMA了。从卖出PARAMON,我进一步去检验组合里的其他股票。觉得这只落入PN17行列的公司有一定的风险,所以就决定减持一些。基本上,这只股数完全是免费股来的,卖掉其实也是在套利(只是赚少了)。剩余的股数还会暂时在留着。看着LTAT私有化了BOUSTEAD,然后又将BPLANT出售给KLK集团。我认为PHARMA作为旗下一员(子公司)有可能也会进行重组。期待有一个令人满意的退场方案。
至于PARAMON,看到它第二季度交出的业绩很不错,然后还派发3仙股息(比往年高)。最近,房产股纷纷上涨,连MAHSING这只股也跟上,我还不知道是什么因素。不过,可以趁着这个趋势,看看有没有反攻的机会。手上剩余的PARAMON,就留着再观望一下。
6个州选已经结束了(虽然还有几个补选)。政局姑且算是比较沉静下来了,政府是时候专注在民生与经济了。国家能源转型路线图第二阶段在上个星期公布了。接下来,10月份大马预算案也会出炉。我就拭目以待吧。
http://greedbminvest.blogspot.com/2023/09/20238.html
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