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[LDK trading] daily MA lines are to form
(2007-12-06 08:42:01)
ie,shorttermMAisup-crossinglongertermMAs,
thehugevolumeinearlyOctturnedouttoberesistence,notunexpected,
today'sretreatto38-39wasaprettygoodbuyingbuyingtimeformidterm...ifyoulook10dayhourchart,that'sexactlythe27EMAline(Inormallyuse9/18/27EMA)
myguessisthatnosmallshortiswillingtoholdpositionsthroughFridaysincenooneknowswhenthenewswillhit,butobviouslysomebigfundsstillontheshortside,determ...[阅读全文]
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[STP shorting putting] covered/closed now
(2007-12-06 08:34:14)
theslopeofthiscorrectionturnsoutmorelikeendOcttoearlyNov,ie,slowdownin5days,whilethelast2sharpcorrectionallfinishedin3days,
thedifferenceprobablycanbeattributedratherstrong/stablegeneralmarket...whileinmidNovthemarketwasverymuchinfear,
(kindoffootproofofDL'swisdom:onlydo1directionduringonelimitedperiod.)[阅读全文]
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[mkt time frame] min chart important, but so is mid term trend
(2007-12-05 10:58:44)
DIA/SPYdidathreedayconsolidationandnowissittingprettyasa"N",
lasttime,inlateAugearlySeptheydida"W",
sokeepthatinmind,maybethistimeitwouldbefaster,maybenot,butnothingtogetscaredabouttolosethedirection,
meanwhile,todaywestarttoseesomespecactivities,rememberit'sonlythefirstday,
waittillthedaywhenyoukickyourselfthatyoudidn'ttakethebiggestandriskestposition,
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[LDK long term competitiveness] Can LDK go far?
(2007-12-05 07:20:53)
thereare2"SELL"recommendationonLDK,onefromGoldmanSacksonefromLazard,bothcitingthedismalpictureoflongtermcompetitivenessonLDK,
Idaretobelievetheyareresultsofarushtojudgement,
thecompetitivelandscapeistough,nodoubtaboutit.ThedramaticincreaseinPolysiliconhasattractedalotofventurecapital(notinformbutinessence),theyarereportsofplansorconstructionofmaybe7to10polyfactoryinChinawithscale...[阅读全文]
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[LDK price targe] the \'normal\' estimation
(2007-12-05 06:57:38)
fromCFO'sinterviewwithDowJonesyesterday,LDK's2008and2009salesareallbookedoutnow,andgrowthisverymuch100%forthenext2years,
company'sQ3forecastis0.37,Q40.41,withreasonableupside,
forcomparison,Q3:TSL:0.29,STP:0.32,JASO:0.47,
STPobviouslyhasaverybigpremium,butlet'stakeTSLasthebenchmark,ifthe"trust"discountistoberemovedwithacleanaudit,whichthemarketisincreasingpricedin,weshouldsee...[阅读全文]
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cool piece from DQ, 股市金刚经
(2007-12-04 18:53:23)
http://web.wenxuecity.com/BBSView.php?SubID=finance&MsgID=941057
来源:七月晴天于07-12-0418:26:01
《股市金刚经》
总则:交易之道，刚者易折。惟有至阴至柔，方可纵横天下。天下柔弱者莫如水，然上善若水。成功，等于小的亏损，加上大大小小的利润，多次累积。做到不出现大亏损很简单，以生存为第一原则，当出现妨碍这一原则的危险时，抛弃其他一切原则。因为，无论你过去曾[阅读全文]
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sign of craziness in volume: 10m day
(2007-12-04 10:29:25)
[fornonGOOGBIDUs]:
JRJC,probablythemostcrazyChinastocksthisyear,hadonly1day,peak
STP,2,onewhenitstartedfrombase,onepreviouspeak,
JASO,2,sameasSTP,onefrombaseonepeak,
SOLF,today,
CSUN,2,
LDK,7,alldowndays,inearlyOct,
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[STP correction] someone with better counting,
(2007-12-04 10:14:41)
[verymuchthesamemeanreversalidea,heismorebooky]
http://scibbytrading.*b*l*o*g*s*p*ot.com/2007/12/technical-analysis-of-suntech-power-stp.html
Monday,December3,2007
TechnicalanalysisofSuntechPower(STP)
DearAll,
itistimetogoshortonthisstock,butIwanttogiveyouarationalanalysisofthisbyrevisitingmyfavouriteshortstock-STP.
Soletsrevisitthelasttwomonthsoftrading.
STPtookoff10/1...[阅读全文]
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[LDK, sotry of MMs and Momos] Toby Smith enlisted now
(2007-12-04 08:30:59)
[again,DONOTbuyspikes,"buydip"isthewayforwaveplayers]
-----------------------------------------
TobinSmith'sLDKREcommendation:
Let'sstartwiththefirstofourtwonewsolarbuys,whichisaChinesesiliconwafermakerwhosestockrecentlyhadanoverblownsell-offandisinagoodpositiontosoarasphotovoltaic(PV)productioninChinaisonlyjustbeginningtorampup.
Wehavebeenfollowingthisstoryformorethanaye...[阅读全文]
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[GA investing] if you like LDK, you may want to start
(2007-12-04 08:12:12)
toaccumulateGAnow...(cutpastethefollowingandmakeitacsvfile),
thekeyvaluationforGAisthatitsEnterpriseValue/on-goingEarningrateisthelowestamongthetop3,
it'sgrowthisbetterthanNTES,(sofarQ3,Q4nooneknowsexceptthatonGA'sCC,theymentionthenumberwillbebetterthanQ3)...IhaveyettocheckSNDAgrwothrateyet,
thisisonFA,asofTA...trendisstilluncertainbutitseemstositonthebottomrange...checkmovingaverageli...[阅读全文]
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