泡泡龍投資講股

致敬「太難了！」我相信是今年中港股投資者的心聲， 甚至比上一年更難. 2023 年也快過了， 在這我向各位在中港股市奮鬥的投資者致敬！ 因為在這麼惡劣的投資環境下， 大家仍然風雨不改，懷有赤子之心，在這片孕育著我們長大的股市中拚命作戰，實在值得敬佩！個人回報今年中港股市這麼難的情況下， 我相信大部分投資者的成績可能也不會太好. 我自己也說不上那裡好. 個人今年整體回報大約在 5-10% 之間...

#Tam Jai International The major shareholder has proposed privatization. I've always wanted to write an analysis for everyone, but I was busy with wedding preparations recently, so I kept postponing it. Now I finally have time to write. I estimate many people don't hold Tam Jai shares, but I'll use this privatization case as an example to analyze for everyone, so you can learn more. Key event: Tam Jai International's major shareholder Toridoll proposed privatization at HK$1.58 per share (maximum cash consideration about HK$556 million), representing a 75.6% premium over the last trading price of HK$0.9. History: In 1996, the first Tam Jai Yunnan Mixian restaurant opened...

Portfolio net value at the beginning of the year: HKD 2,307,716 Latest portfolio net value: HKD 4,642,076 YTD return: 101.2% Hang Seng Index YTD return: 17.85% S&P 500 YTD return: 25.18% Nasdaq YTD return: 31.38% Game over! The last week of 2024 has ended! This year, whether it's Hong Kong stocks or US stocks, the indices have all gained, so theoretically everyone's wealth should have grown, and I believe the growth shouldn't be lower than the index. If you lost money this year...

Portfolio net value at the beginning of the year: HKD 2,307,716 Latest portfolio net value: HKD 4,576,922 YTD return: 98.3% Hang Seng Index YTD return: 15.68% S&P 500 YTD return: 24.34% Nasdaq YTD return: 30.39% As always, the weekly report will include a free market outlook section and a Patreon member-exclusive section on shareholdings. The portfolio return has dropped from last week's peak of around 105%...

This is a free tutorial article, hope it can be of some help to you. Generally speaking, I don't trade options in my public portfolio, but I occasionally do covered calls. I know many fellow investors don't understand what options are, let alone covered calls. In light of this, I've decided to write a tutorial article...

Below is what I wrote to my comrades today. Since the market was quite volatile yesterday, you might be interested in my views, so I'm posting it here for free for your reference. Portfolio return as of 18-12-2024: 91% Trades: executed ALAB short call, opened position in MRVL• Portfolio return 91%, two consecutive days of sharp declines. This aligns closely with my earlier predictions—I was very afraid of a correction but just didn't know when it would happen. My goal was to avoid it, but unfortunately, I couldn't, so now I have to endure this pain...

#MGPIN suddenly became a hot topic for Hong Kong IPO. I also participated in the subscription and finally got 5,400 shares. I'd like to briefly analyze the overall situation of MGPIN for everyone. First, I won't go into much detail about the fundamentals as there are already many expert articles online that you can refer to. I will mainly list the key points for your reference to make it easier to understand. Highlights: 1. MGPIN is a cosmetics brand company, currently the only Chinese brand in the top ten domestic rankings and the first domestic brand to be listed on the Hong Kong stock market. This alone makes it a hot topic. 2. The company is still in a phase of rapid growth...

Portfolio net value at the beginning of the year: HKD 2,307,716 Latest portfolio net value: HKD 3,716,696 YTD return: 61.1% Hang Seng Index YTD return: 22.04% S&P 500 YTD return: 22.95% Nasdaq YTD return: 23.17% The public portfolio's YTD return continues to stay above 60%, closing at 61.1% this week, which is relatively stable overall. This is what I believe ordinary working-class individuals should aim for—lower volatility without chasing extremely high returns...

Portfolio net value at the beginning of the year: HKD 2,307,716 Latest portfolio net value: HKD 3,676,972 YTD return: 59.3% Hang Seng Index YTD return: 21.03% S&P 500 YTD return: 20.3% Nasdaq YTD return: 20.7% The portfolio's return continued to rise slowly this week, reaching 59.3%, steadily moving towards the goal of getting rich slowly. There weren't many operations in the portfolio this week, basically maintaining full positions, with more small adjustments in holdings, feeling relatively at ease with the current positions...

Portfolio net value at the beginning of the year: HKD 2,307,716 Latest portfolio net value: HKD 3,156,436 YTD return: 36.8% Hang Seng Index YTD return: 6.06% S&P 500 YTD return: 10.64% Nasdaq YTD return: 11.48% The portfolio's return has declined significantly this week, dropping from a peak of over 40% to the current 36.8%. The main reason is that most stocks in the portfolio followed the broader market downturn. Previously, the portfolio held a significant amount of cash...

1516 Sunac Services Holdings' main business is property management, and its related parties include its parent company Sunac China and Sun Hongbin. Today I won't go into details about the company, but instead want to briefly highlight the key investment points of 1516. Property management is a perpetual business. Unlike real estate developers, property management doesn't require land purchases and construction to generate income. Basically, it can collect property management fees every year, making it a perpetual business, so its valuation is definitely higher than that of real estate developers. It's a very good business model because even a fool can be the boss...

Portfolio net value at the beginning of the year: HKD 2,307,716 Latest portfolio net value: HKD 3,250,672 YTD return: 40.9% Hang Seng Index YTD return: 9.2% S&P 500 YTD return: 11.2% Nasdaq YTD return: 12.7% The portfolio's weekly return has finally broken through 40%! This is a new YTD high and the first time it has exceeded 40%, truly touching. It has already surpassed my annual return target of 15-20%. Maybe non-paying comrades wouldn't know...

Portfolio net value at the beginning of the year: HKD 2,307,716 Latest portfolio net value: HKD 3,119,718 YTD return: 35.2% Hang Seng Index YTD return: 14.7% S&P 500 YTD return: 11.2% Nasdaq YTD return: 11.2% The portfolio didn't show significant growth this week, mainly due to the sharp drop in #PBR (Petrobras) held in the portfolio because the CEO was fired. This is exactly the risk I've been emphasizing all along. Unfortunately, it eventually happened...

Portfolio net value at the beginning of the year: HKD 2,307,716 Latest portfolio net value: HKD 3,028,506 YTD return: 31.2% Hang Seng Index YTD return: 8.38% S&P 500 YTD return: 7.5% Nasdaq YTD return: 7.63% When updating the above index returns, the portfolio discovered that the Hang Seng Index's YTD return has already surpassed both the S&P 500 and Nasdaq. Back in January this year...

Portfolio net value at the beginning of the year: HKD 2,307,716 Latest portfolio net value: HKD 2,972,827 YTD return: 28.8% Hang Seng Index YTD return: -3.54% S&P 500 YTD return: 6.92% Nasdaq YTD return: 6.11% The portfolio has rebounded significantly this week, with returns reaching 28.8%, once again approaching this year's new high of 30%. If everything goes smoothly, I believe May will see another new high, and I hope to share good news by then. Currently, the portfolio is still 100% U.S. stocks...

Portfolio net value at the beginning of the year: HKD 2,307,716 Latest portfolio net value: HKD 2,826,859 YTD return: 22.5% Hang Seng Index YTD return: -4.83% S&P 500 YTD return: 4.14% Nasdaq YTD return: 1.80% As mentioned in last week's report, market volatility has increased significantly, with global stock markets experiencing a sharp decline this week, especially the Nasdaq, which dropped nearly 6% in a single week! Although the portfolio has reduced some holdings...

Portfolio net value at the beginning of the year: HKD 2,307,716 Latest portfolio net value: HKD 2,981,949 YTD return: 29.2% Hang Seng Index YTD return: -1.91% S&P 500 YTD return: 7.41% Nasdaq YTD return: 7.75% The portfolio's return this week was similar to last week, remaining around 29%. However, it rose to over 31% mid-week. But following Friday's market plunge, the portfolio declined along with the broader market. There were quite a few trades this week, overall not very ideal...

Last time I wrote about 1126 Delong International, this time I'll write about 1571 XINBANG HOLD. 1571 XINBANG HOLD is a leading manufacturer of automotive electroplating parts. Its downstream customers are mainly automotive companies, including Tesla in the US and BYD in China. Below are the key performance highlights for 2023. 2023 revenue was 3.1 billion RMB (same below), up 7.6% from 2022. Gross profit was 1.1 billion...

Portfolio net value at the beginning of the year: HKD 2,307,716 Latest portfolio net value: HKD 2,991,860 YTD return: 29.6% Hang Seng Index YTD return: -1.90% S&P 500 YTD return: 9.11% Nasdaq YTD return: 8.24% The overall portfolio return increased by about 2% compared to last week, which counts as some progress. There wasn't much actual increase in the holdings this week, but the return still hovers around 30%...

Everyone knows I bought 1126 Derlin International and 1571 Xinbang Holdings these two stocks. Today I will briefly write about 1126 Derlin International. 1126 Derlin International is an industrial OEM stock, mainly engaged in two businesses: 1. Producing plush toys for Disney, 2. Plastic handboard models. It also has other businesses including waterproof cloth covers and injection molding products, but their revenue share is too small to elaborate. The total revenue for 2023 was HKD 5.48 billion...