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[转帖] 网友问:zhulian业绩大跌,你怎么看?- 闲谈股市,理财篇

Tan KW
Publish date: Thu, 23 Jan 2014, 01:59 PM
Tan KW
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Good.

 

网友问:zhulian业绩大跌,你怎么看?

【别搭上非理性抛售列车】
zhulian 单季营业额和净利都大跌很多
季报写明业绩下滑的原因:decrease in overseas market demand during the fourth quarter.

虽然全年业绩比往年佳
但我相信明天开市,将无法避免出现非理性的抛售
因为prolexus同样在业绩出炉后,面对非理性抛售

我在这边主要是和大家分享,当时如何去克服prolexus非理性抛售的心情
好让有投资zhulian的小股东,别因为单季业绩不理想,而非理性贱价抛售这家公司

【股价,营业额,净利其跌,原因何在?】
1)其实我个人认为影响zhulian股价大跌,主要是因为zhulian ca在30/1/2014会到期,投资银行会抛售压低zhulian股价

2)至于zhulian单季营业额和净利下滑,主要是因为泰国动乱,泰铢贬值

【把根源看清楚,你还怕什么?】
当仔细看清楚,泰国动乱,投资银行抛售压价,是股价,营业额,净利大跌的两大根源
这两件事情,都属于短期,只要英叻顺利下台,泰国政治问题,泰国人民收拾心情
那zhulian将交出以往的佳绩

【再给zhulian 多一次机会】
zhulian和前一个月,prolexus业绩出炉,情况很相
只是prolexus在业绩出炉前,大涨

prolexus因为ESOS expenses导致净利下滑
zhulian因为海外市场需求低迷,导致营业额和净利下滑

我选择给prolexus多一个季度的时间,如果下个季度,业绩不好,再考虑抛售
我认为整体上,zhulian问题不大,投资者不妨再给zhulian多一个季度,看看如何,如果业绩不好,再选择抛售也不迟

【后语】:我没有持有任何zhulian,只持有prolexus,我对zhulian的了解,肯定不比zhulian股东来得细腻,所以以上的言论,大家看看就好

共勉之

 

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2 people like this. Showing 10 of 10 comments

CHONGWAY

THE REPORT DIDNT SAID IS CURRENCY LOSS...

2014-01-23 23:21

optimusprime

get out before it go down to 1.50 level in 6 month time.

2014-01-24 02:17

fernand1965

Agree wit u.
especially cimb cw.
always con people one.
ignore every cimb cw to save urself.

2014-01-24 07:20

regnig

Agree, the adjusted value should be around 1.40

2014-01-24 08:05

mfaizalm80

strong sell for zhulian n cimb........do no buy

2014-01-24 08:10

lepeng85

yes, I agree with you, don't pick up falling knife, watching sideline first.

2014-01-24 08:21

kk123

This is a falling parang !!

2014-01-24 08:22

mfaizalm80

strong sell recommendation for zhulian counter....please avoid this counter

2014-01-24 08:28

Tey Tian Foo

Wrong suggestion to keep such stock. Should unload 100% immediately

2014-01-24 16:45

speakup

many ppl trapped, just waiting for rebound to escape.

2014-01-24 17:04

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