天空's 部落: 3月 2009

----- 轉寄的郵件 -----
寄件人﹕ Dopplr <postman@dopplr.com>
收件人 hououji2000@yahoo.com.hk
傳送日期﹕ 2009 年 3月 25 日星期三上午 2:17:16
主題： Your help needed in rolling out the Social Atlas (places to eat and stay...)

DOPPLR

Dear Hououji,

We're launching an important new set of features on Dopplr that we're calling the Social Atlas.

The first part of it lets you build a record of places you've been in your home city and cities around the world, like quality restaurants and hotels - as well as other things you've explored.

The idea is that our collective travel knowledge will inform and improve the travel experience of all. Any places you've marked will be visible to the people that can see your travels on Dopplr.

In addition, your choices will be aggregated, anonymised and visualised into part of a unique overall picture of a city visible to all Dopplr users.

How can I help?

We've tried to make the process of marking places as easy as possible. Wherever you see a place you can click on the green "+" next to it to say you've been there. Click a second time to say you've been there and liked it. If you want to undo all of this, just click a third time.

Eventually the Social Atlas will be on mobile devices, part of a Dopplr mobile application which we'll be launching very soon.

Here are some pages where you can start finding places you may know:

Your Home Town, Hong Kong

You can see all of the places you've marked.

Where else can you find places you've been?

In a city page ( London, San Francisco, New York ) look for the tabs eat, stay and explore.

You can search for a place such as: 'Buddha bar Paris'

For the time being you can only mark places listed on Dopplr, but we will soon allow you to add places to the Dopplr directory. Currently our directory covers over 200 main cities, but we want this to grow. We realise this is an important part of keeping the Social Atlas we're building fresh and relevant.

These features are still very much in development so please let us know of any feedback or ideas for how we can improve them.

Thank you for your help,

Happy travels!

The Dopplr Team

http://www.dopplr.com
http://blog.dopplr.com
http://shop.dopplr.com
http://twitter.com/dopplrhq

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----- 轉寄的郵件 -----
寄件人﹕ Quamnet <quamnet@edm.quamnet.com>
收件人 Hououji2000@yahoo.com.hk
傳送日期﹕ 2009 年 3月 30 日星期一下午 3:45:45
主題： 窩輪快遞﹕「氣氛明顯轉佳恆指可續造好」3月30日

窩輪快遞﹕「氣氛明顯轉佳恆指可續造好」3月30日

如果閣下未能瀏覽以下內容，請按此

第199期 2009年3月30日

上一期

●	大市評析恆指趨勢當炒恆指輪
●	本週精選減值壓力大為減低中國銀行(3988)再試高位多家大行讚好工行(1398)回調再敲
●	臥虎藏輪 3G最壞時間已過和黃(013)趁低吸納
●	窩輪競技埸受惠成品油提價中石油(857)破軌才追
●	恒指於萬四點附近爭持，留意恒指牛證62717



	相關資訊
	交易廣場				Warrants Mart
	異動股 - 復星國際 (0656)				模擬窩輪組合
	異動輪 - 港交瑞銀九十牛Ｇ (62710)				正股狙擊 - 港交所 (388)
	一日一絕勢好股 - 群星紙業 (3868)				查詢牛熊證的剩餘價值，請瀏覽
	密密有評級 - 申洲國際 (2313)

減值壓力大為減低中國銀行(3988)再試高位

中國銀行(3988)剛公布之去年業績，其盈利升幅已大不如前，全年只多14%至賺643億人幣，每股盈利0.25元，市盈率約8倍，全年派息約0.148港元，息率逾6厘。年內淨利息收入及非利息收入分別增長7%和56%，至1629億及660億；但貸款減值損失增加1倍至168億，而其他資產減值損失為282億，同比增加1.3倍。雖然上述兩項減值損失增幅驚人，但市場預期中行今後投資風險已大幅舒緩，資產減值壓力亦大為減低；料今年業績將有較明顯的提升，投資者可待回調時小注入市博再上揚。

去年10月於2.06止跌反彈，惟12月反覆升至2.62暫告卻步，及後回落至1.82時重獲承接，升抵2.00關附近時展開一輪浮沉，本月初整固後漸現升勢，上週更在成交配合下突破去年末高位，最高曾見2.69。策略上，投資者可待股價回調至2.60附近侯機造好，後巿有望上試招股價2.95，如持貨後失守2.50可先行止蝕。

窩輪方面，投資者可以選擇中期價內認購輪(16163)，提供4.7倍有效槓桿，街貨量不多，交投量亦較為活躍，引伸波幅亦算低。


窩輪編號	16163	正股	窩輪理論價格
發行商	法興	2.95	0.73
到期日	2009-08-03	2.90	0.69
行使價	2.18	2.86	0.65
價外 / (價內)%	(17)	2.83	0.62
兌換比率	1	2.80	0.60
窩輪市價	0.46	2.75	0.55
溢價 / (低水)%	0.0	2.70	0.51
有效槓桿	4.7	2.64	0.460
引伸波幅%	35	2.60	0.425
正股30天波幅%	40	2.55	0.390
對沖值%	82	2.50	0.350

多家大行讚好工行(1398)回調再敲

工行(1398)去年多賺36%至1108億圓人民幣(下同)，其中第四季盈利顯著收縮至181億，普遍符合巿場所預期；每股盈利33分，擬派末期息16.5分，最新資產淨值為每股2.05港元，以上週五收巿價4.19計算，往績巿盈率13倍，巿賬率2倍，股息率逾4厘，估值合理。與時同時，其策略股東高盛突然宣布延長大部份股份禁售期至明年四月底，並且先後獲得多家大行唱好，料有助短期股價進一步攀升。

技術走勢上，去年末季在2.61見底回升，及後反覆升至4.52遇上阻力，繼而作出回調整固，本月初在3元水平覓得支持回升，昨日已逐步迫近上月反彈高位2.71，上週更在大成交下裂口破阻而上，並且同時越過中期降軌。策略上，投資者適宜趁回調時造好，初步若見股價站穩4.00元關上則可入巿，短線以4.50為目標，如持貨後跌至3.85先行止蝕。

投資者可考慮中長期價內購輪(15557)，具有輕微折讓，槓桿效應充足，而且引伸波幅相對為低，時間值損耗少。


窩輪編號	15557	正股	窩輪理論價格
發行商	比聯	4.50	1.16
到期日	2009-07-02	4.45	1.11
行使價	3.28	4.40	1.07
價外 / (價內)%	21.72	4.35	1.03
兌換比率	1	4.30	0.99
窩輪市價	0.90	4.25	0.95
溢價 / (低水)%	-0.24	4.19	0.90
有效槓桿	3.98	4.10	0.83
引伸波幅%	45.71	4.00	0.76
正股30天波幅%	59.52	3.90	0.68
對沖值%	85.57	3.85	0.65

上述理論價格假設了引伸波幅維持不變，時間消耗亦未有計算在內，故此可能與實際價格有所出入。

更多相關文章 > 華富新聞：花旗大摩看好中行升近4%
更多相關文章 > 華富新聞：高盛確信買入工行升12%

3G最壞時間已過和黃(013)趁低吸納

和黃(013)剛公布之去年業績，盈利大幅倒退42%，全年賺177億，往績市盈率約10倍，全年派息1.73港元，與去年相若，息率逾4厘。當中較惹人關注的仍是旗下3集團的業務表現，扣除利息、稅項、折舊及攤銷前虧損收窄39%至109億。董事總經理霍建寧表示，3G業務最壞時間已過，全球多個地區的3G業務已經扭虧為盈，若今年該業務能進一步改善，料今年業績將有較明顯的回升，投資者不妨趁其股價反彈幅度不大時，現價入市造好。

去年未季低見33.30見底回升，及後沿升軌反覆上揚，1月攀至45.70掉頭回落，本月初落返35.55再覓得支持轉穩，上週升返3條平均線以上。策略上，投資者可在現價41.75附近入巿造好，博挑戰1月高位45.70水平，跌抵10天線40.50須暫行止蝕。

窩輪方面，投資者可以選擇中期價外認購輪(15729)，提供逾5倍有效槓桿，街貨量可接受，交投量較多，引伸波幅亦較同類為低。


窩輪編號	15729	正股	窩輪理論價格
發行商	荷合	45.70	0.435
到期日	2009-7-31	45.50	0.430
行使價	48.00	45.00	0.405
價外 / (價內)%	15	44.50	0.380
兌換比率	10	43.50	0.340
窩輪市價	0.270	43.00	0.320
溢價 / (低水)%	21	42.50	0.300
有效槓桿	5.6	42.00	0.280
引伸波幅%	54	41.75	0.270
正股30天波幅%	51	41.00	0.245
對沖值%	36	40.50	0.230

上述理論價格假設了引伸波幅維持不變，時間消耗亦未有計算在內，故此可能與實際價格有所出入。

更多相關文章 > 華富新聞: 和黃(13)或續強﹐業績高於市場預期

受惠成品油提價中石油(857)破軌才追

中石油(857)去年營業額增長28%至1萬億圓人民幣，純利倒退22%至1144億元，每股盈利0.63元，擬派末期息約0.15元，連同中期息派息約0.15元，則全年合期派息0.30元。以上週五收巿價6.65計算，往績巿盈率約9倍，股息率接近5厘，估值合理。與此同時，內地發改委因應近期國際巿場原油價格持續上升，並根據成品油價格機制將汽油及柴油的價格提高，料有助紓緩煉油業務虧損情況，並為其股價帶來支持。剛巧其股價已經迫近長期降軌，投資者不妨等待突破後才順勢跟進造好。

技術走勢上，去年末季低見4.05後止跌回升，今年初升至8.08因無法越過降軌而出現回調，本月初落返5元關附近重獲支持回揚，及後股價持續造好，上週末前升至6.78再次在降軌前阻力。策略上，若見股價成功破軌而上可於7元水平企穩後入巿造好，博其續衝上年初反彈高位8.08，持貨後落返6.8以下則先行止蝕；相反，若無法突破降軌則掉頭造淡，並以10天及20天線為目標，止蝕則變相設於降軌之上。

看好者可考慮新上巿牛證(62731)，提供逾三倍槓桿效應，且有輕微折讓；或者留意另一中期牛證(60571)，防守性相對較強。相反，看淡者不妨考慮中期熊證(61711)，提供相對較大的槓桿效應；較保守者可留意另一價內熊證(61595)，其槓桿效應略較前者為低，財務費用尚可接受。


牛熊證編號	62731	60571	61711	61595
發行商	法興	法興	德銀	瑞銀
種類	RC	RC	RP	RP
到期日	2009-10-05	2009-07-27	2009-07-27	2009-07-27
行使價	4.60	4.00	8.18	8.38
收回價	5.30	4.80	7.18	7.38
價內%	30.83	39.85	23.00	26.02
換股比率	10	10	10	10
溢價%	-0.15	0.00	1.81	2.41
槓桿比率	3.26	2.51	4.03	3.52
財務費用%	不適用	不適用	4.39	5.71

上述理論價格假設了引伸波幅維持不變，時間消耗亦未有計算在內，故此可能與實際價格有所出入。

更多相關文章 > 華富新聞﹕紐約油價雖跌油股仍隨市造好

本文作者林志江(SFC CE No.AAV499)、楊梓健(SFC CE NO:AOU046)及楊尹恒 (SFC CE NO:AOS658)，於本文章刊登時，並無持有3988, 1398, 0013，0857之股份及其相關認股證。

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Yahoo!香港提供網上安全攻略，教你如何防範黑客!了解更多

天空's 部落

2009年3月30日星期一

Fw： Your help needed in rolling out the Social Atlas (places to eat and stay...)

How can I help?

Where else can you find places you've been?

Fw： PRIVATE note :) :) :)

Click here to read your matchmaker note.

Fw： watch these great videos on ffwd, picked just for you!

today's spotlight channel

Ghost in the Shell

recommended videos just for you

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street drummer

The Golden Girls- Triangle Part 4

Fw：窩輪快遞﹕「氣氛明顯轉佳恆指可續造好」3月30日

追蹤者

網誌存檔

2009年3月30日 星期一

How can I help?

Where else can you find places you've been?

today's spotlight channel

recommended videos just for you

追蹤者

網誌存檔

2009年3月30日星期一