祐玛战略（Yoma )又开始涨了，原来～～～

hprain

老鼠爱小米 发表于 4-10-2012 14:58
你也买了该股吗？如果买了，记住轻易不要卖掉。

后悔啊。好久就看了版主的帖子可没有第一时间出手。
我前几天也进了一点。价位可就高多了。
以版主的判断，合理的脱手价位是多少呢。

狮城理财

Edge 转了个报告

Fw: (NS6) Edge Singapore: Myanmar to benefit from QE, China shifts: Nomura

Frontier markets are potential beneficiaries of a liquidity-boosted global recovery, Nomura says, noting previous QE exercises provided notable support. Among frontier markets, it also tips Myanmar as among structural-rebalancing beneficiaries, positioned to benefit from China’s ongoing shift up the value-added curve and away from lower-value-added labor-intensive manufacturing activity.

“These ‘structural beneficiaries’ offer the most attractive Frontier thematic from the standpoint of bankable longer-term investable opportunity.” It adds, Myanmar also offers opportunities based on its political reform. “While Myanmar’s stock market remains primitive and practically off-limits to foreign investors, exposure can be obtained through Singapore-listed Yoma Strategic Holdings (Z59.SG) and Interra Resources (5GI.SG) (which respectively derive 98% and 57% of total revenues from Myanmar).”

It adds, given geographic proximity and historic trade ties with Thailand and China, some Thai and Chinese companies are well-positioned for a role in Myanmar’s development, with Italian-Thai Development, Siam Cement, PTT, CNOOC, and Huaneng already actively developing projects there. Yoma is up 5.6% at $0.57 with 46 million shares changing hands on the SGX; Interra is up 2.3% at $0.44.

authur

发了贴怎麽一分钟不到就被删掉了？

感谢楼上的分享内容，已经入手Inerra Resource, 占个位看接下来如何，大家可以近期关注下 Yoma 和 Interra  Resource

狮城理财

对于这种处于高速上升趋势的股票， 如果是炒短线，需要注意量增价不增的情况出现。  

Master乌龟

小米变大米拉:lol

古筝专卖

啥基金投资国家包括缅甸的 ?

老鼠爱小米

authur 发表于 4-10-2012 16:20
发了贴怎麽一分钟不到就被删掉了？

感谢楼上的分享内容，已经入手Inerra Resource, 占个位看接下来如何， ...

我进入回收站里面去找到了你的被删除的帖子，不是斑竹们删除的，那是论坛系统的防水墙自动删除的。

狮城论坛的论坛系统新增加了一个功能——防水墙。（就像电脑的防火墙一样）。它会自动删除违规违法、广告、敏感词、顶贴机、机器帖等等的帖子。当然了肯定有误删的，我发现有极少数的被误删了，我收到消息后会进去回收站恢复出来。

你的帖子，我已经恢复了，谢谢你的分享。

祝好运。

老鼠爱小米

Master乌龟 发表于 4-10-2012 17:11
小米变大米拉

买少了。同时还买了另外一只【泰国酿酒】，分散资金买的。（该多买点的或者不要买泰国酿酒全部买成yoma.)
当然了，这是马后炮，说着爽的。
希望泰国酿酒也有不俗的表现。

狮城理财

FOCUSING ON FUNDAMENTALS - DOWNGRADE TO HOLD

- US import sanctions eased
- Likely to accept Yangon site acquisition
- Downgrade to HOLD

Since our buy-rated initiation on 5 Sep 2012, Yoma Strategic Holding’s (YOMA) share price has appreciated a whooping 47% over five weeks from S$0.375 to S$0.55. Over this period, we have seen the US ease restrictions on Myanmar imports after Aung San Suu Kyi’s visit to the country. In addition, plans were announced by the Myanmar central bank for implementing an independent monetary policy and allowing JVs with foreign banks in the banking sector next year. While we acknowledge an improved long term outlook for YOMA as Myanmar continues to hit significant milestones in opening up its economy, these developments were mostly in line with our base-case expectations. We raise our fair value estimate to S$0.51 from S$0.45, as we incorporate into our model stronger selling prices for Star-City, but downgrade YOMA to HOLD as we view its shares to be fairly priced given current fundamentals.  

vivocity2010

狮城理财 发表于 12-10-2012 12:11
FOCUSING ON FUNDAMENTALS - DOWNGRADE TO HOLD

- US import sanctions eased

来得很及时！！！哈哈！