2011年12月14日星期三

交易記錄

以$10.16買入4000股昆侖能源(0135.HK)。

2 則留言:

  1. Hi, I am interested to invest in 昆侖能源 as well, around $10/share. May I know your reasons behind investing in this stock? Thanks.

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  2. Hi, there is nothing new. everyone knows natural gas will become a dominant energy in the future. And further asset acquisitions will be finalized soon. We expect Kunlun's earnings momentum to continue as it moves into 2012. The price of $10 implies ~14x 2011F P/E with a continuing transformation into a gas company , i guess it is fair.

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