Recent transactions
1. buy Apple Inc (AAPL) at US$422.3 before result released
Just as what I said few days ago, I invested in Apple Inc three hours before result releasing, because I believe price will go up because it worth more than what the analysts' initial expected.
Although Apple's gross margin dropped significantly to 35% - 37% range, from what's great to about ok compare to peers. It should still worth more than US$490.
I remember few years ago, Blackberry's margin dropped from 45% to 35% and now turn into losses. If similar pattern happened to Apple, then it will worth less than US$200. However, I haven't seen this reduction trend yet.
In Blackberry's case, its market shares & margin loss to i-phone & android. Now, the crisis may not happen because I have not seen a new product that can replace Apple yet.
2. sell China Communication Construction (1800) at HK$6.10
I made 14% profit, decide not to keep and wait till August.
Guesstimation
I still believe Walt Disney will fall after earning relase. Set price to buy at US$59.5.
Top Holding of Bilibala Finance
1. China Mobile (CHL) since 05 btw HK$36 - 76
2. Google Inc (GOOG) since 09 btw US$287 - 601
3. China Life (LFC) since 03 btw HK$3.6 - 22.5 4. Manulife Financial (MFC) since 09 btw CA$9.7 - 19.5
5. Tiffany & Co (TIF) since 10 btw US$46 - 55
6. Wells Fargo (WFC) since 08 btw US$12.5 - 25 7. China Consturction Bank (0939) since 05 btw HK$2.4 - 5.35
8. General Electric (GE) since 08 btw US$9.5 - 22.3
9. Starbucks Corporation (SBUK) since 10 btw US$31 - 46.5
10. Suncor Energy (SU) since 11 btw CA$29 - 33.5 11. The Walt Disney Company (DIS) since 09 US$29 - 45
12. Royal Dutch Shell (RDS.A) since 11 btw US$63 - 68
My transaction may be misleading, but top holdings include the best corporations Bilibala invested for years with more proof record to increase in value for long run.
1. buy Apple Inc (AAPL) at US$422.3 before result released
Just as what I said few days ago, I invested in Apple Inc three hours before result releasing, because I believe price will go up because it worth more than what the analysts' initial expected.
Although Apple's gross margin dropped significantly to 35% - 37% range, from what's great to about ok compare to peers. It should still worth more than US$490.
I remember few years ago, Blackberry's margin dropped from 45% to 35% and now turn into losses. If similar pattern happened to Apple, then it will worth less than US$200. However, I haven't seen this reduction trend yet.
In Blackberry's case, its market shares & margin loss to i-phone & android. Now, the crisis may not happen because I have not seen a new product that can replace Apple yet.
2. sell China Communication Construction (1800) at HK$6.10
I made 14% profit, decide not to keep and wait till August.
Guesstimation
I still believe Walt Disney will fall after earning relase. Set price to buy at US$59.5.
Top Holding of Bilibala Finance
1. China Mobile (CHL) since 05 btw HK$36 - 76
2. Google Inc (GOOG) since 09 btw US$287 - 601
3. China Life (LFC) since 03 btw HK$3.6 - 22.5 4. Manulife Financial (MFC) since 09 btw CA$9.7 - 19.5
5. Tiffany & Co (TIF) since 10 btw US$46 - 55
6. Wells Fargo (WFC) since 08 btw US$12.5 - 25 7. China Consturction Bank (0939) since 05 btw HK$2.4 - 5.35
8. General Electric (GE) since 08 btw US$9.5 - 22.3
9. Starbucks Corporation (SBUK) since 10 btw US$31 - 46.5
10. Suncor Energy (SU) since 11 btw CA$29 - 33.5 11. The Walt Disney Company (DIS) since 09 US$29 - 45
12. Royal Dutch Shell (RDS.A) since 11 btw US$63 - 68
My transaction may be misleading, but top holdings include the best corporations Bilibala invested for years with more proof record to increase in value for long run.
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