2024
已是2024的二月份了。今年的马股走势相当好,尤其综指至今已上涨5.43%。
回看2023,投资回酬虽然不达标,但比起前两年还是好很多。在2020年股市因冠病下跌时卖出的OSK和CRESNDO在最近都涨了很多,只是卖了后没有买回,真是相当可惜。这也证明有价值的公司,只要有足够的耐心,还是会有不错的回酬。
现在网上能找到很多很好的股票分析文章和短片,所以没有仔细的做分析了(主要原因还是自己懒惰。。。)。
好了,说说最近关注的公司包括:
1. SCOMNET - 前景不错,有很多新产品的潜在的大客户订单。前阵子因供应商的问题导致产品生产出问题。以过往的记录来看,管理层还是相当有能力的,能把公司的业绩和市值提升超过十倍,应该有能力解决这次的问题。
2. FAVCO辉高 - 未完成订单有增加的趋势。在2023第三季度的季报中,公司的未完成订单达RM8.7亿,是这几年的新高。虽然派出了一次特别股息,公司的基本面还是很好。
很多公司的股价已上升不少,目前的策略还是维持手上的持股,小量加码/减码。
今天是年初八,还是一样祝大家新年快乐,一起发大财。
KM
17/02/2024
https://simplesimple-ming.blogspot.com/
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