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Tuesday, July 19, 2011

木星沾染金牛的富貴喜氣

六月初木星進入金牛座。七月下旬到八月份進入木星的舒服區域, 亦即木星在金牛 22 度前後會沾金牛的富貴喜氣, 占星上叫叫 term。

但八月下旬開始退行到年底。十二月底回到白羊。

Thursday, July 14, 2011

國藥最近的股價表現


查了一下 Bloomberg 

QE3?

所以依這個羅輯, 大家在等 QE3, .... 等不到, 股市不會漲, 等到了, 一定是股市跌下來, 哇咧, 那不還不砍股票嗎? 



精實新聞 2011-07-15 09:17:15 記者 賴宏昌 報導
投資大師麥嘉華(Marc Faber)14日在接受CNBC專訪時指出,今年5月2日盤中出現的1,370點就是標準普爾五百指數今年的最高點,如果股市從目前位置再跌10-20%的話,聯準會(FED)就會執行第三回合寬鬆貨幣政策(QE3)標準普爾五百14日下跌0.67%,收1,308.87點。


Monday, July 11, 2011

Fwd: (BFW) W. China Cement, China Forestry Raise Most ‘Red Flags’: Moody’s

又是 MD...

Quote..



By Bloomberg News
    July 12 (Bloomberg) -- Moody's report examines criteria to
identify possible governance or accounting risks for non-
financial corporate issuers in China.
 * Moody's identifies 20 so-called red flags to assess
   categories inc. weakness in corporate governance; business
   models; earnings/cash flow quality; auditor, financial
   statement quality; {NSN LO5G8I3PWT1D <go>} for news release
 * West China Cement and China Forestry Holdings raise 12 red
   flags: Moody's
 * NOTE: Non-property high-yield cos. raise avg. 7.1 flags,
   developers average 5.7 red flags
 * Cos. with more than 7 red flags:
 * West China Cement (2233 HK): 12
 * China Forestry Holdings (930 HK): 12
 * Winsway Coking Coal Holdings (1733 HK): 11
 * China Lumena New Materials (67 HK): 10
 * Hidili Industry International Development (1393 HK): 9
 * Giti Tire (600182 CH): Parent has 9
 * LDK Solar (LDK): 9
 * China Qinfa Group (866 HK): 8
 * Greenheart (94 HK): Parent Sino-Forest has 7
 * China Oriental Group (581 HK): 7
 * Citic Pacific (267 HK): 7
 * Fosun International (656 HK): 7
 * CITIC Resources (1205 HK): 7
 * Longfor Properties (960 HK): 7
 * Evergrande (3333 HK): 7
 * Renhe Commercial (1387 HK): 7
 * Kaisa Group (1638 HK): 7
 * Hopson Development (754 HK): 7
 * Yuzhou Properties (1628 HK): 7
 * China South City (1668 HK): 7
 * China SCE Property (1966 HK): 7
 * Glorious Property (845 HK): 7
 * Shanghai Industrial Urban Development (563 HK): 7
 * Greentown China (3900 HK): 7
 * Shanghai Zendai Property (755 HK): 7
 * SRE Group Limited (1207 HK): 7
 * Story: {NSN LO6VA46JTSEB <go>}

Thursday, June 30, 2011

Sowilo Kenaz: 今天有月全蝕哦!!!

Quote " 月圓常是反轉趨勢點, 我認為月蝕更是 ! "

準呀!!!! 果然跌到月蝕後就反轉向上了, 但日蝕要來囉....


Sowilo Kenaz: 今天有月全蝕哦!!!: "在 Drobny 的 Inside the House of Money 一書, 訪談了全球頂尖的交易員. 在 The Treasurer 一章中, 拜訪了 Barclays Capital London 的 Dr. John Porter. 看到沒有, 是博士哦! ..."

Put spread : 12,000 ~ ...


昨天最後一天, 兩個 option value 都掉到 1.


Sowilo Kenaz: Put spread : 12,000 ~ ...: "今天這個 Bear spread 變為 30-2 = 28 掉到水溝裏頭去了. Sowilo Kenaz: Sowilo Kenaz: Sowilo Kenaz: Put spread : 12,000 ~ ... : 'HSCEI 跑到 12,000 附近了, 還在價外, 但..."


HSI now @2000 2H or 2005 beginning

Sunday, June 26, 2011

Put spread : 12,000 ~ ...

今天這個 Bear spread 變為 30-2 = 28 掉到水溝裏頭去了.

Sowilo Kenaz: Sowilo Kenaz: Sowilo Kenaz: Put spread : 12,000 ~ ...: "HSCEI 跑到 12,000 附近了, 還在價外, 但這個 spread 的價值己經跑到 200 點了, 等於賺了 4x, 唉! 保險就是希望不要發生, 但還是發生了, 慘! 時間價值 200 點, 還有半個月. Sowilo Kenaz: Sowilo Kenaz: Pu..."