Thursday, April 19, 2007
Report Card
This is the 1st report card about this blog and the investment picks, mostly for my record.
Today is 4 months and 1 day since this blog was started back in December last year. Looking back I think it was a right decision because it really forced a lot of discipline into my life. I wanted to do a review earlier, probably at quarter end, but the hectic reporting season has precluded it until now. (Note: the other reason is I'm scared the market will turn and wipe out most of the gain)
Up to today there have been 6,600 visitors, working out to be around 55 visitors a day. This is quite a small group but the quality of the comments received suggests big thinkers. Say 'bravo' to yourself if you are reading and I thank you for your support.
Summarized below are the companies which I've covered so far and their share price performance since. The proper way to do this is to include the financial performance as well but that's too much work for one person. I have also put down which companies I hold shares in for better disclosure. While I have thought about whether I should only include those which I hold shares in or have suggested a buy, even as a speculation, in the end I've decided to list them all out since I figured I'd never spent time writing about a company if I wasn't interested in it at the 1st place. And I trust my readers to be competent enough to make their own decisions.
Please note this is NOT a recommended buy list.
(dividends are not added back except stated)
(* means present holding)
Dec 18 06
China COSCO (1919)*
up by 77% from $3.887 (adj. for bonus shares)
OOIL (316)*
up by 55% from $48.5 (adj. for dividends)
Dec 20 06
Tomson (258)*
up by 5% from $2.05
Dec 27 06
WKK (532)*
up by 40% from $1.12
Jan 2 07
Dickson (113)*
up by 17% from $7.91
Jan 8 07
Man Yue (894)*
up by 21% from $2.03
Fujikon (927)*
up by 2% from $1.80
Arts Optical (1120)*
up by 18% from $2.58
Yip's Chemicals (408)*
up by 11% from $3.82
VSC (1001)*
up by 20% from $0.98
Jan 9 07
Chalco (2600)*
up by 29% from $6.95
Jan 16 2007
SH Petrochemicals (338)*
up by 13% from $4.07
Jan 24 07
Meadville (3313)
down by 21% from $2.25
Jan 29 07
Xinyi Glass (868)
up by 21% from $3.71
Jan 31 07
ZJ Glass (739)
up by 180% from $1.68 (this'll likely be my 'miss' of the year)
Feb 2 07
LSH (238)
up by 3% from $3.40
Feb 13 07
PCCW (8)*
up by 3% from $4.67
Feb 16 07
HKCG (3)
up by 5% from $17.48
Mar 22 07
Sinopec (386)*
up by 10% from $6.07
Mar 27 07
COSL (2883)
up by 4% from $6.11
Mar 28 07
Hendersen Investment (97)*
up by 5% from $15.52
April 3 07
Proactive Technologies (8089)
up by 52% from $7.27
April 12 07
China Glass (3300)
up by 13% from $3.40
Apr 16 07
Shui On Construction (983)*
up by 1% from $17.40
Not a bad start with only one loser from Meadville, which was an IPO so there wasn't a lot of damage. The super bull market has helped a lot. Of course I'm also proud of my achievement of finding you an IPO loser which is next to impossible these days.
Hope the adjustment won't be too severe and we'll all have as much luck for the remainder of the year.
DISCLOSURE: I hold those shares with * at time of writing.
Today is 4 months and 1 day since this blog was started back in December last year. Looking back I think it was a right decision because it really forced a lot of discipline into my life. I wanted to do a review earlier, probably at quarter end, but the hectic reporting season has precluded it until now. (Note: the other reason is I'm scared the market will turn and wipe out most of the gain)
Up to today there have been 6,600 visitors, working out to be around 55 visitors a day. This is quite a small group but the quality of the comments received suggests big thinkers. Say 'bravo' to yourself if you are reading and I thank you for your support.
Summarized below are the companies which I've covered so far and their share price performance since. The proper way to do this is to include the financial performance as well but that's too much work for one person. I have also put down which companies I hold shares in for better disclosure. While I have thought about whether I should only include those which I hold shares in or have suggested a buy, even as a speculation, in the end I've decided to list them all out since I figured I'd never spent time writing about a company if I wasn't interested in it at the 1st place. And I trust my readers to be competent enough to make their own decisions.
Please note this is NOT a recommended buy list.
(dividends are not added back except stated)
(* means present holding)
Dec 18 06
China COSCO (1919)*
up by 77% from $3.887 (adj. for bonus shares)
OOIL (316)*
up by 55% from $48.5 (adj. for dividends)
Dec 20 06
Tomson (258)*
up by 5% from $2.05
Dec 27 06
WKK (532)*
up by 40% from $1.12
Jan 2 07
Dickson (113)*
up by 17% from $7.91
Jan 8 07
Man Yue (894)*
up by 21% from $2.03
Fujikon (927)*
up by 2% from $1.80
Arts Optical (1120)*
up by 18% from $2.58
Yip's Chemicals (408)*
up by 11% from $3.82
VSC (1001)*
up by 20% from $0.98
Jan 9 07
Chalco (2600)*
up by 29% from $6.95
Jan 16 2007
SH Petrochemicals (338)*
up by 13% from $4.07
Jan 24 07
Meadville (3313)
down by 21% from $2.25
Jan 29 07
Xinyi Glass (868)
up by 21% from $3.71
Jan 31 07
ZJ Glass (739)
up by 180% from $1.68 (this'll likely be my 'miss' of the year)
Feb 2 07
LSH (238)
up by 3% from $3.40
Feb 13 07
PCCW (8)*
up by 3% from $4.67
Feb 16 07
HKCG (3)
up by 5% from $17.48
Mar 22 07
Sinopec (386)*
up by 10% from $6.07
Mar 27 07
COSL (2883)
up by 4% from $6.11
Mar 28 07
Hendersen Investment (97)*
up by 5% from $15.52
April 3 07
Proactive Technologies (8089)
up by 52% from $7.27
April 12 07
China Glass (3300)
up by 13% from $3.40
Apr 16 07
Shui On Construction (983)*
up by 1% from $17.40
Not a bad start with only one loser from Meadville, which was an IPO so there wasn't a lot of damage. The super bull market has helped a lot. Of course I'm also proud of my achievement of finding you an IPO loser which is next to impossible these days.
Hope the adjustment won't be too severe and we'll all have as much luck for the remainder of the year.
DISCLOSURE: I hold those shares with * at time of writing.
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