2023年12月份股票交易记录
2023年的尾声来得好快,匆匆一年又过去了。近这几年我已经不再做回顾与展望。还是看回上个月份的交易篇吧。
以下是我12月份简略的交易记录:
买进
增持MTAG@RM0.435
新买入CNERGEN@RM0.608
卖出
无
每月一言
这个月,我忍不住买入了“科技股”。不知道是我自己而已,还是其他人也是,对科技股的热爱不能免疫。一直以来我都在关注大马科技股(包括半导体股),没有下手。投资人都知道大马科技股的估值很高。也因此我一直找不到缺口来买入。(如果TIMECOM算是科技股的话,那我更早前已经踏入科技领域了)。但是,我看到了过去的数据后(刊登于12月18日的文章),就不能淡定了。2023年前3个季度的业绩报告显示科技股的业绩表现是所有的领域里最差的一个。考量了科技公司的重要性和前景,及经济周期的循环,我决定大胆地投入其中一只科技股。这个选择是以同济比较分析法过滤掉估值PE太高的,然后选出比较合理估值的个股。目前,我只是用很小部分的资金来买入,实现个亲身观察,而且可以安抚一下冲动感。
看到很多人纷纷在2023年最后一天的时候PO 了去年的感想、回顾及展望。自己还是没有这个念头。不是不值得做个全年回顾来反思,而是有点难度要回想12个月前自己做了什么事情。回顾应该要及时。发生事件后,就立马反思反省才能够吸取教训吧。
http://greedbminvest.blogspot.com/2024/01/202312.html
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