868 :Underweight
2343 : Underweight
2828 : Overweight
2899 : Overweight
Friday, November 7, 2008
Wednesday, November 5, 2008
Investor daily
Stocks
Switch rule : 10% difference
2899.HK - HOLD : oversold with PE=12. speculate on Gold.
2828.HK - HOLD : the benchmark stock
868.HK - HOLD : (PE 5.5 for a rapid growth company)
2343.HK - SWITCH : PE=2
2318.HK - HOLD : cheap 20% discount in PE to comparable 2628.HK
Switch rule : 10% difference
2899.HK - HOLD : oversold with PE=12. speculate on Gold.
2828.HK - HOLD : the benchmark stock
868.HK - HOLD : (PE 5.5 for a rapid growth company)
2343.HK - SWITCH : PE=2
2318.HK - HOLD : cheap 20% discount in PE to comparable 2628.HK
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