Weekly Trading strategy 1-3--2010

Trading
1. SWITCH 2434 -> Long :3928 鄭州燃氣 (Low PE and high growth)
2. Watch (272 NVA discount > 50%) ( 2355 PE=6.8)
3. cut Loss :太平洋恩利 (HKG:1174) @ 1.34


Focus
1. focus on large beta growth mid cap
2. Industry Sector(Gas 3928 , Consumer1968 , Medical 587, Technology 861)
3. Hedge fund 2X leverage operation on HSCE future

Stocks
1. 272 : P/B @1.2 vs industrial avg 2.0+ Boss buy @$5.00 Oct 2009 NAV @$8.
2. 2318 : huge growth potential. (Grow at 37%, PEG = 0.34)
3. 587 : Est PE = 8 Medical for female (growth @20%)
4. 1387 : Est PE = 6.9 underground shopping mall
5. 2343 : cyclical stock - steady for recovery in 2010.
6. 868 : cyclical commodity. (2009/09/27 Chairman buy at $5.03)
7. 861 神州數碼 : Octopus in China
8. 1968 匹克體育 : consumer sports (PE @ 14)
9. 3928 鄭州燃氣 : PE @ 9 growth @20% (Rapid Growth and Capital intensive)

Trading strategy 23-02-2010

Trading
1. SWITCH 2434 -> Long :3928 鄭州燃氣 (Low PE and high growth)
2. Watch 272 NVA discount > 50%
3. cut Loss :太平洋恩利 (HKG:1174) @ 1.34

Focus
1. focus on large beta growth mid cap
2. Industry Sector(Gas 3928 , Consumer1968 , Medical 587, Technology 861)
3. Hedge fund 2X leverage operation on HSCE future

Stocks
1. 272 : P/B @1.2 vs industrial avg 2.0+ Boss buy @$5.00 Oct 2009 NAV @$8.
2. 2318 : huge growth potential. (Grow at 37%, PEG = 0.34)
3. 587 : Est PE = 8 Medical for female (growth @20%)
4. 1387 : Est PE = 6.9 underground shopping mall
5. 2343 : cyclical stock - steady for recovery in 2010.
6. 868 : cyclical commodity. (2009/09/27 Chairman buy at $5.03)
7. 861 神州數碼 : Octopus in China
8. 1968 匹克體育 : consumer sports (PE @ 14)
9. 3928 鄭州燃氣 : PE @ 9 growth @20% (Rapid Growth and Capital intensive)

Trading Strategy 22-02-2010

Focus
1. focus on large beta growth mid cap
2. Industry Sector(Gas 3928 , Consumer1968 , Medical 587, Technology 861)
3. Hedge fund 2X leverage operation on HSCE future

Speculate
1. Long :3928 鄭州燃氣 (Low PE and high growth)
2. 272 NVA discount > 50%
3. Short : 818高陽科技

Stocks
1. 272 : P/B @1.2 vs industrial avg 2.0+ Boss buy @$5.00 Oct 2009 NAV @$8.
2. 2318 : huge growth potential. (Grow at 37%, PEG = 0.34)
3. 587 : Est PE = 8 Medical for female (growth @20%)
4. 1387 : Est PE = 6.9 underground shopping mall
5. 2343 : cyclical stock - steady for recovery in 2010.
6. 868 : cyclical commodity. (2009/09/27 Chairman buy at $5.03)
7. 861 神州數碼 : Octopus in China
8. 1968 匹克體育 : consumer sports (PE @ 14)
9. 3928 鄭州燃氣 : PE @ 9 growth @20% (Rapid Growth and Capital intensive)

Trading Strategy 8-2-2010

Holding Steady
MHSCE 2 lots cut loss 11000 or by 10 Feb
Loss penalty - Stop trade for 1 month