this is what i wrote to Seng(host of well know blog http://fusioninvestor.blogspot.com/
tanhin said...
Dear Seng,
As we all know those reading the blogs especially financial/stock blogs are the
enlightened few and the influences or impacts are rather small.
This cannot be compared to forums/newpaper/business magazine that have
wider readership. But the scenerio is a bit different in the chinese stock blogs
that are few in number and majority of them are not updating frequently.
The bloggers, I would say all come from the same community
http://chinese.cari.com.my/ and they are interlinked to each other very
closely through sms/phone/pm with gathering/meeting every now and then.
Thus whoever write something new will be reposted to the chinese.cari forum
and the blogger will answer query and comments at the forum.
Furthermore some established bloggers also write to the business section of
the chinese newpaper like Guang Ming,Oriental post and others,sometime the
newpaper will also quote the responses/comments from the forum.
Thus there is quite a substantial influence as Chinese cari had 193000 members and at any one time you visit http://chinese2.cari.com.my/myforum/forumdisplay.php?fid=401, the stock/business section there is easily >50 reader and the herd mentality in following the good/famous forummer/blogger is great.Just quote you some establish chinese stock blog:
technical
http://psrngurney.blogspot.com/
http://stfund.blogspot.com/
http://klsetechnical.blogspot.com/
fundamental
http://tengkhan.blogspot.com/
http://supperteam.blogspot.com/
and of course my not so matured blog
http://tanhin.blogspot.com/
Anyway,influence or no influence, investing or speculating is made by own decision.
Whether or not that person want to do homework, to check the figure,to believe in the analysis,to trust the so called insider information is really up to him,
it is HIS MONEY,
he should be RESPONSIBLE to his actions
This is my simple feedback,hope it helps
tanhin
August 18, 2007 2:01 PM
星期四, 八月 23, 2007
星期四, 八月 16, 2007
这个时候应该做甚麽？
以下只是我的看法，没有建议你跟从：
１）如果你只有１０ 到２０巴仙的可动用资金／或盈利在市场，甚麽都不做是最好的。
２）如果你被绑了很多资金／借钱买股，任何rebound反弹都应该卖出，要卖甚麽股先呢？要卖多少呢？要卖赚钱还是亏本的股呢？这就要看各人的功课了。
我的看法是
a）IT／SEMIcon／mesdaq及与美国subprime有些关系之类应先卖出。
b）卖玩亏本的股，卖一半赚钱的股。
之后要做甚麽？
１）关心美国局势发展。
２）研究高股息股的年高年低，x前x后价，长年走势。
３）研究theme股（IDR，O＆G，WATER，NORTHERN CORRIDOR，EASTERN CORRIDOR）的跌势及反弹的波度大小。
４）要有几个朋友一齐研究，共赴时艰。
１）如果你只有１０ 到２０巴仙的可动用资金／或盈利在市场，甚麽都不做是最好的。
２）如果你被绑了很多资金／借钱买股，任何rebound反弹都应该卖出，要卖甚麽股先呢？要卖多少呢？要卖赚钱还是亏本的股呢？这就要看各人的功课了。
我的看法是
a）IT／SEMIcon／mesdaq及与美国subprime有些关系之类应先卖出。
b）卖玩亏本的股，卖一半赚钱的股。
之后要做甚麽？
１）关心美国局势发展。
２）研究高股息股的年高年低，x前x后价，长年走势。
３）研究theme股（IDR，O＆G，WATER，NORTHERN CORRIDOR，EASTERN CORRIDOR）的跌势及反弹的波度大小。
４）要有几个朋友一齐研究，共赴时艰。
星期五, 八月 10, 2007
一些想留下来的看法
30 7月 07, 12:13 tanhin28 :
Is the rebound real or just a technical --- no body really know but this time the impact is not that great as what we had experienced in 2.28. So, do you pick up something, sell something or do nothing ?
30 7月 07, 12:16 tanhin28 :
I actually sold my unrelated stocks(what I mean not link to themes of O&G,IDR,Northern Corridor,Steel,construction bla bla bla) for an over expected profit and at the same time also sold some laggards(mainly old dead stocks in IT/semiconductor) and switch to sensational stocks with some fundamental...by doing so I am restructuring my portfolio(oh,talk like a fund manager, haha)and not feeling so much pain.
3 8月 07, 10:48 tanhin28:
奇怪的市场。奇怪的波动。捡的便宜早早就卖了，可一而不可二或三，我警惕自己，见好就收。还是抱着cash耐心的等吧。
6 8月 07, 12:17 tanhin28:
我再次警惕自己：别轻举妄动，便宜的可以更便宜。Not worth to catch a falling knife。甚麽都不做是最好的策列 .
tanhin28: 的确如此。任何rebound都是卖出获利的残余股票。。。下来要玩真的是快进快出－－以tips为主。如不能分别tips／讯息真假，还是甚麽都不做最好。
8 8月 07, 13:48 tanhin28:
我只剩下十巴仙的盈利在市场，都是之前买入的高息股如BJTOTO，Ornasteel。。。还不想大举入场。我还在等，也在考虑如上海也来激烈波动，bursa将何以自处？
Is the rebound real or just a technical --- no body really know but this time the impact is not that great as what we had experienced in 2.28. So, do you pick up something, sell something or do nothing ?
30 7月 07, 12:16 tanhin28 :
I actually sold my unrelated stocks(what I mean not link to themes of O&G,IDR,Northern Corridor,Steel,construction bla bla bla) for an over expected profit and at the same time also sold some laggards(mainly old dead stocks in IT/semiconductor) and switch to sensational stocks with some fundamental...by doing so I am restructuring my portfolio(oh,talk like a fund manager, haha)and not feeling so much pain.
3 8月 07, 10:48 tanhin28:
奇怪的市场。奇怪的波动。捡的便宜早早就卖了，可一而不可二或三，我警惕自己，见好就收。还是抱着cash耐心的等吧。
6 8月 07, 12:17 tanhin28:
我再次警惕自己：别轻举妄动，便宜的可以更便宜。Not worth to catch a falling knife。甚麽都不做是最好的策列 .
tanhin28: 的确如此。任何rebound都是卖出获利的残余股票。。。下来要玩真的是快进快出－－以tips为主。如不能分别tips／讯息真假，还是甚麽都不做最好。
8 8月 07, 13:48 tanhin28:
我只剩下十巴仙的盈利在市场，都是之前买入的高息股如BJTOTO，Ornasteel。。。还不想大举入场。我还在等，也在考虑如上海也来激烈波动，bursa将何以自处？
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