Wednesday, April 15, 2015

骇客与宰猪


昨晚很疲倦,相当早就睡了,一觉醒来,发现面书专页多了很多人,非常感恩Harry仔帮忙推动, 受之有愧  :)

临睡前也收到了他的讯息通知Matrix6送1的红股以及warrant的好消息,今早看到这个消息在面书和论坛已经满天飞,就不在此多言,只想向Matrix的小股东道贺。

算了一下,以自己目前的股数而言会有odd lot的出现,所以需要加码或卖出少许以便在调整后得到整数。

给新手的温馨提醒,红股的主要影响还是增加一间公司的股票流通量,红股派发后股价也会做出相应的调整,所以股东的股数虽然增加,可是股东们并不会因而平白多赚一笔。虽然红股一般会成为股价的短期催化剂,也紧记它对公司的生意和营业额并没有实际的帮助。

想买入一间公司的股份与否,还是应该回归基本面,而非仅仅看到它要派发红股就一头热的买进。

有兴趣了解Matrix更多,个人推荐参考十面埋伏兄的部落格,他对Matrix做了很详尽的功课,想研究Matrix的话绝对值得一看,不过他对该公司最近一次的发表是去年七月的事情,所以从那时候到今天这八,九个月间隔的近期发展还得依靠各位自己跟进。

趴地猪Zhulian也在昨天公布了继续让人失望的业绩和股息,已经给了相当长时间的机会,所以今天决定实行宰猪行动,把手上仅剩的免费股也以RM2.05给卖出,只保留100股做记念,将资金转去别的公司。

今天也意外的在论坛zhulian的专区看到有人提起水星熊和口木兄的名字,哎唷,被当成反面教材了,好羞愧,嘻嘻,其实没关系,网友只是一番好意提醒,自己很感恩有人关心。再说,这也是确实发生的事情, 做错了决定就应该承认错误。自己也有和口木兄通讯,他很好,大家不必担心。

虽然自己是少赚了很多,相对的,持有猪猪的这三年多里也得到了不错的投资经验。股市没有不败的将军,只要之前做好保护行动,就能够再次爬起来做条好汉,希望这次的宝贵经历能够让自己有所成长。

最重要的,还是别让投资为自己的情绪带来负面影响,投资的本意应该是让自己活得更美好,如果在实施的途中把初衷给本末倒置的话就不值得了。

望向窗外,今天的天空依然蔚蓝,珍惜这太平的一刻,大家也要加油!







27 comments:

  1. 水星兄,啊Q一点想,名留猪猪记,警惕新手也是积福^^

    现在的人是毫不给面子,给人捉到错误,就被捉着踩到死死。

    出得来分享,等于把承受力给磨练变强大:)

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    1. yy:

      谢谢yy的鼓励. 其实对方真的没有说什么恶意中伤的话,只是交流而已,没事没事.

      口木兄少在论坛留言后,自己也很少发表了,还能够被记得, 如你所言,名留猪猪记,反而是一种荣幸 ^^

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  2. Hey for Matrix & Zhulian 有人欢喜有人愁,no worries. This lesson of Zhulian is definitely a good example to laern, but really din expect it to be 一蹶不振. Notice u added a new member, was it the fund from Zhulian? :)
    Can I ask u a simple question on Matrix free warrant? I have no experience in warrant. Will u recommend to adjust the ratio of mother share to prevent odd lot or will u convert it later on for the odd lots in the future.
    Thanks

    -wachxe-

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    1. wachxe:

      Haha, you do have a sharp eye about my portfolio, Mercury Bear thought nobody will ever notice if Mercury Bear quietly add it to my list. :)

      Yup, the funds used to buy the new counter are mostly transferred from Zhulian + some dividends Mercury Bear received recently,

      Mercury Bear is pretty new to warrant too as this is just the second time Mercury bear have warrant experience other than Teoseng's.

      Personally Mercury Bear has no intention to invest or keep any warrant as we won't be getting any dividend out of it, so Mercury Bear will adjust the ratio to prevent odd lot and sell the warrant.

      It's just a personal choice though, Mercury Bear sold Teoseng warrant the second day I got it and see how much it raised now, lol, so better be wise and don't follow me or it will bring you to "Holland" :p

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  3. 其实在猪猪事情上,应该恭喜水星!看看巴菲特,也有不少 “宰猪” 经验,可是无损他的投资理念、回报,依然是股神!现在水星熊也有了宰猪经验,越来越有股神的风范哟 ;)

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    1. 新人王:

      口甜舌滑的新人王居心何在?还不快从实招来?!呵呵.

      感恩你可爱的鼓励, 水星熊只想做小小卡, 不像你一样做了新人王,然后又以大马股神,亚洲股神,世界股神为目标,超强! :)

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    2. 最近boonchin 流行新的称号叫Boonfeetlogy ...因为他的股起到很厉害!呵呵

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    3. 哈哈哈, 好厉害啊,身份又升级了,谢谢股神凯的通知 (你有新称号吗?),收到! 以后会改口的! Boonfeetlogy!

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  4. 去年已经忍无可忍,决定把她宰了做焼猪,做义焼包。把收回的钱去芙蓉买马踢絲。

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    1. bsngpg:

      哈哈哈,看到你的留言,感觉到的不是闷气,而是让自己口水直流的美食,肚子饿了哟!

      骇客几时有了马踢丝这个新称号,水星熊落后了!

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  5. 水星,心有靈犀啊!
    手起刀落,還蠻痛快的,哈哈!

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    1. walkers皇后:

      心有灵犀?!原来你也干脆利落地宰了哦?口木兄也是一样,大家的行为太像了.

      不过在昨天反而看到很多的买盘, 大家或许认为这一季的成绩比上一季好吧,可能是复原的先兆, 只是股息对半减会影响自己的被动收入,还是暂时转移资金.

      有痛快,也有不舍啊!嘻嘻

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    2. 對,宰了。賣價跟你一樣 :)

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    3. 果然一模一样, 虽然大市好像看好猪猪复苏,买盘很多,不过也罢, 股息是自己投资的策略, 以后有机会再续前缘才算 :)

      偷偷瞄到皇后在看Wellcall哦, 因为它也是六月份有派息的公司,所以水星熊就去看看,怎知到就碰上熟悉的身影了,呵呵

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    4. 哈哈,你也學會了留意別人踪影的本事了哦!
      你也對Wellcal有興趣啊?
      可是它的價錢為什麼不跌的呢?
      等到花兒也謝了。

      最近港股大起啊!
      我還在建倉初期,
      突然亂了陣腳。得重新部署。

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    5. 對了,口木真的是銷聲匿跡太久了,
      叫他現身一下吧!
      簡短做個股息報告也好。
      很好奇他的身家現在多少了。哈哈!

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    6. 一直都有兴趣啊,难得四季都有派息的公司,可是如你所说,一直都不会跌的,等到草儿也谢了!你这位大户快点放一点货出来给我们这些散户买啦 :p

      你提到才想起最近皇后转战国际了,是啊,港股起到bang bang声, 你建仓的威力实在太猛了!稍微把一点威力分给马股吧,一点点就好了,呵呵

      有向他提过了,不理我呀(哭泣~),不过当初也是有说好一年半载出现一次也行了,距离上一次的发表还没有过半年,还不能怪罪于他,嘻嘻. 我懂他的身家啊,要知道吗?快快拿自己的玉照来交换情报吧!

      近来终于可以看到walking dead season 4(相隔太久了),目前看到第九集,监狱没有啦,而且某某要角居然被Governor一刀杀死了,太悲惨了!没想到Carol会这样做!现在大家都分散了,怎么办?!

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  6. 是一个美好的故事,每个出色的投资者都应该拥有美好的的回忆供后人回忆。加油,朋友。

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    1. 帅哥散:

      谢谢,朋友.

      从买入的价格涨至両,三倍,然后又回落到一半以上,确实是非常美好以及难得的体验与回忆,这种体会也能够,磨练到自己的心智,会很珍惜.

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    2. 没有实战经验的批评者是不懂个中滋味的。

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    3. 帅哥散经验满满,以后还得多多指点水星熊 :)

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    4. 经验是尽可能从别人文章中了解及解读的,指点是不可能。所以水星有自己的故事,蛋散又有自己的精彩故事。这是让大家互相学习学习而已。:)

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    5. 好的,改一改字句:

      帅哥散经验满满,以后还得多多让水星熊学习 :p

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  7. When ~RM5, dividend 3 cents. Now ~RM2, dividend 1.5 cents. The yield is higher now. Zhulian is a good company that was beaten down by Thai political issue which Thai is the highest revenue market. The bad time should be temporary and now may be the worst. Buy a wonderful business and hang on with it may receive extra return in term of capital appreciation other than dividend. Instead of let it goes after such a long wait, in the other way it should be accumulated more now.

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    1. Thanks for your opinions.

      Personally I think neither RM5 with a 16 cents dividends (that is how much Zhulian was paying the dividends when its share price at RM5 ie.3.2% DY) or a RM2 with 6 cents(3%) yearly dividends are worth to buy.

      When I first bought Zhulian, it was RM1.67 with 12 cents (7.2%) dividends and the last time I bought it was RM 3.24 with 15.5 cents(4.8%) dividends.

      Even you are right that the DY might be higher now compared to its share price at peak but it still doesn't justify that a 3% DY stock is worth to buy or hold at the moment.

      I agree that the Thai market situation will be temporary, we don't know when it is going to be the worst time, until then, switching our fund to a higher potential growth and dividends stock might be a better idea.

      I had similar experience in Haio (which is also a good company) previously, I waited and keep average down my cost and finally giving up by selling it. If I opted to sticked to Haio at that time instead of selling it and in exchange of LPI and other companies' shares, I won't be making as much return as I did today.

      Anyway, you are right that Zhulian is a good company, I have no doubt about that and I believe it could recover someday, let the time tell us how things will go :)

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  8. Below are Zhulian previous Profit data, its profit for preceding year Q2 was 8,270k. Coming Q2 profit should be higher than this amount if there is no unforeseen circumstances like impairment lost or others. I am looking forward to see it will report a strong positive profit growth in next Q.
    Qtr Period End Profit/Lost
    RM'000
    1 28-Feb-15 12,550
    4 30-Nov-14 11,297
    3 31-Aug-14 10,372
    2 31-May-14 8,270
    1 28-Feb-14 17,175
    4 30-Nov-13 13,735
    3 31-Aug-13 39,602
    2 31-May-13 37,927
    1 28-Feb-13 29,746

    BTW, agree with you switching to a companies if it has better prospects than former is absolutely a right move.

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    1. Thanks again for your sharing, will be useful for those who are interested in Zhulian, Mercury Bear does hope Zhulian could be back to its glory times, let's hope GST won't have big impact on the Company, cheers~ :)

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