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[转贴] 2017 是牛还是熊?- 第一天

Tan KW
Publish date: Tue, 25 Oct 2016, 09:51 AM
Tan KW
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Tuesday, October 25, 2016 

 
10年一次金融风暴,所以金融风暴肯定会落在2017年或者2018年。这一句是我最时常听到的,老实说真的还是假的?不瞒你说我不知道,我也相信没有一 个人可以很确定告诉你他知道,如果他敢这么说,要么他是吹牛,要么他是乱说,因为没有人可以预知未来,就算有,他也不会告诉你,所以神才做得到的事情我不 会去做。但是我还是会大胆假设并且找出最大可能发生的事情,并提前做好准备。。
 
可能你不知道,金融风暴到底是什么?为何会发生?老实说我真正经历过的风暴只有2次,一次是2002年的科技风暴后续,科技风暴是2000年,但是那时候 我还没投资,02年则是他暴跌后回弹再另一轮下跌,不过幅度对比科技风暴小很多。第二次就是08年次贷风暴,那时候正好是10年一次的风暴周期,当时我投 资了也有好几年了,而且刚刚摸索到正规的投资路时,很多人都说风暴要来,偏偏我就不相信,还固执的all in,最后还是走狗屎运的熬过去了,如果我选择相信,今天的身家可能再多一倍也说不定了。。
 
而2017年快要来了,很多人也说。。
金融风暴很接近了,到底这次是否会再来呢?因为1987,1997,2008都是大约10年就来一次gaogao的风暴了,所以我就算多么的不相信都好,我还是会作出一点准备。避免再一次错过这个大危机,或者说大机会,我们看看下图。。
 
我们可以看到,1997的时候,指数是在1995年的大约900飙升到1997的大约1300就忽然间就暴跌下去了,意味着崩盘前大约先飙升50%。
 
而2008的时候,指数是在2006的大约900飙升到2007的1500点后也忽然暴跌回去了,意味着崩盘前也飙升了大约50%。
 
而2017呢?我们看到指数再2014年的1888点,逐步上下上下的慢慢走到今天的1670点=。=,所以如果跟前面两次对比是不吻合的,反而我觉得这次很接近2001年那个时候的指数上上下下逐步从800多放缓到600点。
 
为何我这么认为。。?
因为按照一般情况来看,股票要形成基本面不变的暴跌,势必要先形成爆升,不然怎么可能无端端就暴跌了=。=,而如果无法形成暴跌,而大市又显得不太好的 话,就是形成逐步慢慢下跌的迹象(就好像目前那样),不过这些全部都是按照过去历史来对比,也不代表未来会一样,但是如果以人类的性格来看,其实人类是不 断重复着同样的错误,所以我有理由相信,参考过去趋势跟未来趋势可以做到很接近的对比。而且要形成暴跌前,势必要有一些大消息,犹如97年亚洲货币被狙 击,2000年科技公司形成泡沫,连研究有机黄瓜都称为科技公司,都可以上市,所以自然热潮过去了,就全部回归基本面,所以暴跌了。2008年则是因为美 国发生次贷风暴,许多美国大型银行纷纷倒闭,连蓝筹中的蓝筹花旗也从百多元美金一股大暴跌到剩下几块,所以牵动全球。至于2017呢?原本认为的石油危 机,随着油价开始逐步反弹,机率就消失一大半了,英国脱欧所引发的连带?是有可能的哦。。
 
综合了上述所有的研究,风暴还是有可能随时出没,这是无法预测的,不过我个人还是认为,除非忽然股市大暴涨,不然要出现风暴的机率是比较低,反而逐步一点一点走低的可能会较高,所以我自己是这样做的。。
 
跟之前一样,4份之三继续投资,会以高息股配搭一些成长股为主,剩下一点后备金应付不时之需,如果真的暴跌,在接近最低买一点,平均来算的话,其实市场恢 复正常后,还是赚到的。所以如果没风暴,收股息+一点成长的话,回酬我相信会不错。如果真的风暴的话,那么4份之一有买在最低,市场恢复正常的时候,那个 四分之一相信最少也赚2-3倍,整体回酬应该也不错了,而且其他还是持续收股息,相信回酬还是不错。而最坏情况是未来每年逐步往下一点点发展,这个是没办 法了,逐步走低肯定是亏损的,不过买进股息股,单单收股息应该足以覆盖损失了,所以这个时候,我是中庸投资法,无论什么情况发展,我的组合还是可以平平稳 稳的持续上升,何乐而不为呢~。~?

http://windscopo.blogspot.my/2016/10/2017.html

Discussions
7 people like this. Showing 13 of 13 comments

beso

狼来了

2016-10-25 10:04

cresbinvest

Thank you for the article.

2016-10-25 10:32

Up_down

KLCI Market crash again??? Market already crashed so how to crash again in such a short time. Just make a simple comparison between year 2007 and year 2015. KLCI index stood at 1447 on 28 Dec 2007 and the index plunged to 867 after foreign funds disposal of RM 13 billion equity in year 2008. What had happened to year 2015? Foreign Funds exited RM 19.5 billion for the year 2015 but KLCI index dropped only from 1761 to 1693...so it was really pathetic figure.

2016-10-25 10:39

Up_down

Foreign funds used to be the main culprit to cause our KLCI index crashing but they have become a no tooth tiger in Malaysia Boleh country now.

2016-10-25 10:45

Patrick13

谢谢分享~所以现在我大多数的股票都是股息给比较高的,感觉比较安心实在些~

2016-10-25 13:33

sakurakid4

一时又低息,一时又投机,一时又高息,稍微留意就知道笔者一直改口风,变化无常的投资方式难以恭维。表面的平稳,内在的波涛和四份三的机会错失,反过来也是如此。只会往自己的投资法贴金自爽的个性,读了只想哈哈大笑 XD

2016-10-25 14:28

Ooi Teik Bee

Post removed.Why?

2016-10-25 14:43

greatinvestor

好一句贴金自爽的个性,道出我心中想说的

2016-10-25 17:34

Up_down

OTB. FF has successfully pulled down RM from 3.2 to 4.2 but they failed miserably in creating massive panic selling in KLSE. Our Bursa is still relatively cheaper by 25% to 30% after taking into account depreciation of RM. FF don't have much shares to sell now. M expecting FF to pour more money into the market and trigger a bull trend in KLSE.

2016-10-25 19:03

Ooi Teik Bee

Up_down, Thank you.

1993 is a Rooster year, 2017 is also a Rooster year. Will 2017 a bull market ?
Thank you.

2016-10-25 21:54

Up_down

OTB. Rooster year would be a good year for bull run. Najib may announce GE next year. KLCI is almost fully controlled by EPF and local funds judging from what had happened in year 2015. Without FF dumping, it's up to our government to make a call to manipulate the index.

2016-10-25 22:25

Up_down

Of course, any break through in KLCI index must be supported by our big bank, Maybank. Maybank has announced a worst ever NPL and impairment of RM RM 1.18 billion for 2nd Qtr 2016. It's expected more NPL provision especially O&G in next 2 quarters. Next year, Maybank is expected to show better profit due lower NPL or reversal of impairment.

2016-10-25 23:43

Ooi Teik Bee

http://klse.i3investor.com/servlets/cube/junichiro.jsp
Here is what Fung Shi for 2017 says about stock mart :-
yin fire year often boost peoples confidence about the economy bringing good performance to the stock market. Particularly during the spring and summer seasons when the wood and fire seasonal element will make the candle burn very bright and such illusory fire will drive up the stock market sky high. However, once the seasonal support of wood and fire expires in around August onward, there will be dramatic downturn as the illusive candle flame is dying.
Hence for people play in shares and stock market have to prepare for big disappointment in the second half of the year. Such phenomenon of crazy market in first half year and collapse in autumn happened in many previous yin fire years before, such as 1987, 1997, 2007.. The bearish market may commence from around August 2017 and this time the impact can be long lasting as there will not be any support to fire element between 2018 to 2022.

Ans : Up_down,
Is the above inline what you think about Rooster year ?
Thank you.

2016-11-14 22:43

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