2007年08月13日
Issued Shares
5,141,242,544
Main shareholders
Li Shu Fu
2,500,087,000
TOSCA
608,990,000
Morgan Stanley
485,382,994
UBS AG
393,875,623
OZ Management, L.L.C.
251,469,888
Remained
900,944,410 (17.5%)
我一早計好數好能放心 tim.
大魔 6 Aug 去到 9.85% la, 485,382,994(L)
只買不賣 上個月5號時仲係得 7.5% 369,551,994(L)
22個交易日 (其中有 2日停左牌 )所以得 20日買, 買左 1億1583萬股,
用左成最少 億四銀., 佢大魔, 好能多錢 $$$$$
平均每日 $700萬, 只買不賣
你唔跟買, 只有一個後果 ----> 窮
11 則留言:
sorry,bu i don't understand, looks like 大魔 have also shorted this share
Yes, I have same question. The amount of long and short are the same.
I guess those stock isnt held by Morgan Stanley, which is just an agent only.
The actual shareholder should be someone behind Morgan Stanley.
Thank you for your analysis.
I also hold 180K share of 175.
Could you pls tell me where you get this information of 175?
BTW, do you know the following news from 汽车工业协会：上半年，吉利集团、南汽集团和哈飞集团实现利润总额同比分别下降了5.05%、12.50%和19.34%？
I am a little worried about the future of 175...
Dont need to worry
lets have a look
http://resource.geely.com/geely/File/42.pdf
page 50
i have read the good news, but not good enough remove my worry...
e.g. http://www.che168.com/article/html/200708/20070815/20070815_167755_1.html
Anyway, now is a crucial time for geely.
Lion,
我個人都持有不少吉利(當然比亞Ben少)，都減持了一部份，去到自己覺得資金安全的水平。 個人資金來源，可承受風險，自已會較清楚。 因為巴菲特有源源不絕的資金，他可以預早2~3年入市，我們一般不會等這麼久.....
我覺得，吉利上半年的銷售增長，真的較慢，然而，管理層好似睇唔到....減價比預期少！
其中，可能有些我們不知的原因，靠估….的原因：
(a) Profit Margin都增加得幾好，唔使追銷售數字
(b) 攪了一大輪電視、宣傳，部份人想睇下得唔得，所以減價行動hold住。如果唔得，下半年再打價格戰。
如果覺得基本因素與你想象的有出入，可以減持。 無人話到一定升或跌。
Lawrence
Lawrence,
Thanks for your analysis and advice. I was probably shocked by the sudden change in profits, i.e. data from 汽车工业协会: 1-5 months 480% increase, 1-6 months -5% decrease. But now, i really would like to wait for another month to see if the data is correct.
The two reasons you mentioned are quite reasonable. I prefer reason a ^_^, but reason b is more likely, as geely's cars are selling at reduced price now. I think geely still has a chance to finish the 240000 sales task in 2007, as it is said that there have been large orders from overseas recently.
I've watched this company for several months and I can see the chairman Li Shufu is always trying to improve the quality and to build the brand of geely, though he made some unsuccessful efforts.
Geely is not perfect. But since 2008, it will start manufacturing the London cab and some luxuary handmade cars. This is at least a good news. As benathk said, the current price is quite cheap, so i won't consider selling now.
The above is my view on 175 now. I welcome any discussions^^
Morgan stanley make up and down
Need more patient to hold this 175.
Morgan stanley sell more Geely stock, ibstead It action will affect short term only.
But the TOSCA stand still. and doesnot decrease their interest.
I still have confidence on Geely for long term investment
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