EPF手套持股追踪
在马来西亚,有四只大型上市手套股, HARTA, KOSSAN, SUPERMX,与TOPGLOVE.
手套市场近来来面对着经营成本提高的压力,与强大的竞争对手,各商家正设厂扩大产量,以便攻强现有的市场。若以基本面来比较,HARTA可是名列前茅, 此公司拥有高ROE 与稳定 Profit Margin, 适合长期投资,EPF也持有不少股份喔 (^.')
EPF在此四间公司所持有的股份是否能给与一些暗示,好让大家跟随EPF的脚步从中获利呢?根据个人统计,从2014一月至七月,EPF大量增持了在HARTA的股份,接下来是SUPERMX, TOPGLOV,KOSSAN。
在七月时,手套股的股价近来攀升10%至20%, 但是, 发现EPF正开始减持个手套股的股份,除了TOPGLOV。是否因为TOPGLOV的股价只攀升了10%,还有攀升的空间呢?
现在8月8号下午4点,马股狂泻27.38点(1.47%)至1839.94点,手套股也不例外。但现在是否是买进TOPGLOV RM4.73/share 的时刻呢?
如果八月TOPGLOV能朝向RM5.40攀爬,那么EPF在个股的持股量可真是值得关注的焦点 , 大家拭目以待吧 (^o^)/ /
EPF 持股追踪
EPF 是马来西亚市场其中大鱼之一,其持有马来西亚人民辛辛苦苦所累计的血汗钱,资金之庞大不可小觑。所以,其资金资本配置将影响整个马来西亚股票市场。追踪其所投资的项目,其在特定股所持股数量也将影响其特股价格走势。
现今科技发达,资讯在网际网络随手可得,股民也都个持有个人网上交易平台,在其中也共有免费咨询。若要追踪EPF所持股数量是可能的,是否可从中获益可得经过一段长时间的经历加以统计才可断定。
经本人统计EPF一月至七月持股变动,一下小小心得供参考,八月份可否有突破?
Stock | Jan | Feb | Mar | Apr | May | Jun | Jul | Changes |
PANAMY | 3,223,300 | 4,710,113 | 4,770,246 | 47.99% | ||||
SUPERMX | 36,620,300 | 40,668,821 | 49,770,160 | 56,416,973 | 55,407,271 | 52,042,850 | 42.11% | |
PERISAI | 67,965,450 | 71,371,300 | 67,842,867 | 84,008,467 | 87,876,514 | 93,014,986 | 91,973,693 | 35.32% |
HARTA | 46,382,579 | 49,195,429 | 52,651,260 | 58,380,720 | 63,249,833 | 64,187,440 | 62,026,889 | 33.73% |
BAT | 16,911,542 | 16,835,027 | 19,961,445 | 20,668,082 | 21,641,131 | 22,209,469 | 22,327,131 | 32.02% |
TM | 386,930,889 | 365,268,105 | 316,161,290 | 332,093,132 | 390,754,125 | 458,393,452 | 505,173,075 | 30.56% |
GENP | 93,224,621 | 85,438,109 | 86,733,581 | 86,244,493 | 111,083,180 | 98,421,329 | 120,593,177 | 29.36% |
WCT | 86,114,361 | 88,099,019 | 85,441,090 | 97,789,715 | 102,292,394 | 97,492,726 | 110,358,095 | 28.15% |
F&N | 23,824,097 | 24,965,880 | 26,836,497 | 27,201,590 | 27,659,405 | 28,193,130 | 28,377,130 | 19.11% |
ARMADA | 212,801,653 | 219,160,630 | 227,519,824 | 234,435,300 | 243,709,447 | 248,656,057 | 249,405,333 | 17.20% |
POS | 46,380,350 | 47,835,564 | 51,786,633 | 46,249,300 | 53,707,350 | 56,561,879 | 53,844,667 | 16.09% |
AIRPORT | 157,564,203 | 156,534,501 | 168,797,231 | 177,966,507 | 182,449,873 | 184,624,028 | 180,894,048 | 14.81% |
SPSETIA | 151,059,836 | 152,748,150 | 156,681,856 | 160,491,411 | 166,652,801 | 169,008,963 | 172,248,573 | 14.03% |
CMMT | 160,803,400 | 162,822,420 | 165,600,200 | 173,209,088 | 180,764,733 | 181,759,571 | 13.03% | |
AIRASIA | 219,596,782 | 223,941,400 | 231,410,414 | 241,000,450 | 247,257,900 | 12.60% | ||
TENAGA | 695,735,351 | 694,226,541 | 724,689,519 | 774,343,178 | 801,925,661 | 798,813,032 | 779,970,173 | 12.11% |
KULIM | 94,496,660 | 90,552,189 | 98,195,243 | 103,734,933 | 103,470,250 | 104,406,000 | 105,317,375 | 11.45% |
PPB | 81,298,850 | 83,454,346 | 84,480,942 | 85,720,059 | 87,628,348 | 88,788,499 | 89,780,819 | 10.43% |
KPJ | 117,381,799 | 130,466,765 | 132,260,536 | 132,000,892 | 129,058,198 | 131,404,343 | 129,000,218 | 9.90% |
TCHONG | 48,903,233 | 50,133,075 | 50,636,638 | 50,746,100 | 49,899,589 | 51,405,209 | 53,567,836 | 9.54% |
没有评论:
发表评论