小弟越来越觉得汉科和安淳就是我的福股，咳，年龄大了就迷信。

几百张而已，远不如你多。

这让俺这种小菜跟不上呢～

应该错不了，难得我这么有信心。

美林报告一出，到时候谁与争锋？

现在股价4分八了，你说我的战绩如何？嘻嘻

要是用所有的做空那就赚大了，可惜一直怕突然一直上补都补不到。。。。。。

所以功力和各位老大比差远了，惭愧！

不停进出手续费也损很多吧？这样不是保有的千手还是比较划算？解释下啊～
BTW，你还真是吃得很透，牛的～

然后看着他跌之后再买回来，因为新加坡不然裸体卖空，借别人股票卖空那是万万不能行
的高风险。

这个就算借自己的股票卖空？因为发现多数股票放量涨后一定回落，这样反正已经盈利。
卖空后如果股票继续上行就当少赚，卖空已经赚钱，留下的还可以赚钱，只是少赚。
卖空后如果股票果真大跌，那么。。。。。。

还等什么，赶紧买回来啊。

前提：
1。看涨这个股票
2。这个股票波动性不错

搞头更大啊。

可惜可惜，小弟道行尚浅。每次只得三分之一做空

算过了，还是比持有不动利润大不少。

当然少赚的时候你得秉持平常之心，这就是玩股票的难点了。

我是左右拿出这么些钱来哄自己开心，工作够辛苦，这股票就当乐子了。输赢都是开心的，呵呵

动手算了下，果然赚头诱人～
应该说LZ这么进进出出的也是因为盯盘的时间充足应变迅速吧，对我这种缺时间公司又没网络的人来说不可想象啊。
给LZ加个油，搬凳子守着听故事，HOHO

可惜只剩下区区一百手，大把大把的银子因为早走而消逝啊。

4分一路走到7分差不多翻倍了，哭！如今看来走到一毛阻力不会太大，关键在
企业能否扭亏！

万一还没有扭亏，也可能回头。这个时候没有内幕实在不敢追加啊，郁闷

：P

饶是我大胆也不敢造次。

不过这个股基本面实在好。虽然那些个专利可能都是浮云，但2个国家发明2等奖对这样小企业
可不是盖的，国内市场占有率70%，首个全国产30万吨氨醇装置。。。。。。

财报没有水分，上市不久就连续3个盈利预警。

目前国家淘汰小产能法律通过，觉得它也快到扭亏的时候，不过还是要等财报出来。
要是本财季继续亏损，股价还会跌回去的，否则涨回一毛是很快的事情。

利润也还可以，蛇年快乐！！

有没有哪位高人有这方面的经验，就是如何看短期高点？

当然长期来说这个股票肯定还大有前途，但其间如果多多调戏利润坑定更多啊。

我做的研究看好这个股票，这个作为长线投资来讲。

基本理由：
污水处理风险最高是建设投资风险，这个汉科的前生已经通过集资解决，它本来股价在1块多，所以
那个风险基本已近完全消化，相反如今变成汉科的优势。就是已经有人付账，你花钱买现成的。

账目清楚，财富主体都是水厂，可供造假部分非常小

好几个水厂的提标改造进行时，未来利润提升空间很大

。。。。。。
当然，个人风险自负！

看今天5分2能否稳住。

工作才是饭碗。

http://www.globalwaterintel.com/archive/14/1/general/hankores-bot-assets-block.html


Interest in HanKore’s portfolio of Chinese water and wastewater assets is hotting up. GWI’s Asia editor Olivia Jensen assesses the potential suitors.

Shares in Singapore-listed project developer HanKore Environment rose to a 52-week high of S$0.045 in the days following the December announcement that it had appointed Bank of America Merrill Lynch to advise on the sale of the company’s BOT assets.

A company representative confirmed to GWI that BAML is screening interested parties including both private equity investors and trade buyers, but emphasised that the process is still at an early stage, and that a sale is not certain. As well as the possibility of divesting its entire water treatment portfolio, the company is also considering the sale of individual assets.

HanKore has built up a 1.4 million m3/d pool of wastewater, water treatment and reuse assets in China, which offers scope for organic growth through tariff increases, technology upgrades to meet China’s Grade A discharge standard, and capacity expansions as utilisation rates on some of the older projects reach 100% (see table, above).

Unlike most water BOT investors in China, which engage in joint ventures with the local municipality, HanKore has full ownership of all its projects, magnifying the impact of tariff increases and efficiency improvements in profitability.

Since 2010, chairman David Chen has tidied up the portfolio, writing off some non-performing assets and rescuing one troubled project at Xianyang in Shaanxi Province, leading to a write-back of RMB10 million (US$1.6 million) in early 2011.

The company has undergone a thorough financial restructuring over the last three years, and since 2011 has been taking on new loans from Chinese banks. At the end of 2012, its debt to equity ratio stood at 48:52, while at the end of the first quarter of fiscal 2013, the group had total assets of RMB2.3 billion (US$364 million).

HanKore returned to profit in fiscal 2012, achieving net profit of RMB103 million (US$16.5 million) after incurring losses of RMB407 million (US$65 million) in fiscal 2011. First quarter 2013 revenues were up 19% year-on-year, at RMB89.33 million (US$14.3 million).

Possible bidders for the HanKore portfolio include Malaysia-based project developer Salcon Bhd. Salcon already has stakes in Chinese BOT projects with a design capacity of 1.3 million m3/d, and last year the company announced that it was in discussions to acquire a portfolio of operating assets of a similar size (see GWI June 2012, p31).

Other contenders could include Singapore- listed United Envirotech (UEL), which has been boosted by US$150 million in financing from private equity giant KKR over the last fifteen months. UEL itself has a portfolio with a capacity of over 1.4 million m3/d and is looking to scale up rapidly in China.

Engineering major Boustead Singapore may also be a candidate. The company is cash-rich and has been looking for ways to fire up the performance of its water division, Boustead Salcon, after the unit barely scraped a profit from S$40 million (US$32.6 million) in revenues in fiscal 2012.
The relationship between United Water China president Phillip Yu and HanKore chairman David Chen, meanwhile, could set United up as another possible suitor. The companies already have a JV with Hankore for a water supply project, and United recently received an infusion of debt funding from the IFC (see GWI August 2012, p28).


The HanKore transaction looks set to be the highest-value deal in the Chinese BOT secondary market for some time, even if the eventual acquirer only takes a 50% share in the portfolio. The battle may prove to be a fierce one.

这样风险不是很高么？