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Thursday, 30 July 2009

  • Firework still on show

    Thu                  Sunny/shower


    When is last time I made my last diary?

    Seems it’s April

    Sorry for my laziness and it’s time to say sth about my current situation

    I graduated

    And came back my home city, hong kong last week

    So as Denis (how’s ur return trip? Safe?)

    The old word, it’s pretty busy after returning from my last semester break

    Projects and deadline are horrible

    I break my non-sleep record of forthy-sth hour on my investment project, but we get poor grade

    Honestly, I think the professor quality of ANU finance and statistics faulty is really average, from my observation

    I blame at them not becoz of i get poor grade from this project (note: I still get good overall grade in all finance courses), I get plenty of solid evidence to prove that

    But I better skip the details, as it’s not the main content of this diary

    However, I like the course syllabus and organization. That’s why I pick those courses I pick. So I still recommend people to study overseas instead of studying in HK

    Anyway, I graduated and so I better skip all topics about course work

    Back home, and start finding jobs

    Everyday need to spend a few hours reading ads, writing and sending letters

    I am confident about my ability, but deed a bit worry about whether I can get a good start in my 1st job

    You know it’s somewhat depend on luck

    A Chinese proverb states: Man proposes, God Disposes (謀事在人,成事在天)

    So every time when my fran ask me what will u work at,

    My ans is always: “I can only tell you what I plan to apply, like xxx. But what exactly I will work at? Who knows?”

    But I trust chance is prepared for man with adequate preparation

    So I will handle my preparation well

     

    To avoid the feeling of empty during the persistent job application period as many of my frans did, I start to force myself to develop some customs besides job app.

    Learning English must be one of them (poor man, most people treasure the chance of studying English after graduation, instead of format English class before graduation)

    Now I am reviewing cycle theory or timing investing, with the intent to solve the individual problem of technical and fundamental analysis, as well as to combine these 2 techniques)

     

    Seems I haven’t mentioned anything about stock market for half a year, in writing or in oral form

    A part of that is due to my heavy coursework (err…okay, I stop it)

    But the main cause is: there’s nth to say indeed

    Stage 2 of bear market is characterized as boring and lack of main direction

    But now many people is crying: bull market is coming

    Some US official institution announce they predict the US real economy recession has already completed at Nov last year

    Analysts claimed on the financial TV show although the index retreat this few days, there are still a HIGHER POSSIBILITY for the index to continue go up in the near future

    What do you think about all these optimistic ideas?

    Does the recession end so quickly? Obviously not!!

    We are talking about an real estate bubble busting in the world’s largest market, US

    In Japan, they spend >17 years to go out of recession (I use‘>’ sign since it’s not yet ended); In Hong Kong, we spend 6 years to escape from recession

    How can US exit recession so early?

    Considering the fact that peak season for mortgage rate adjustment being 2010 to 2011, it’s nearly for sure that US recession will continue in the following few years

    How many years? Who knows? (But for sure not as few as 2-3 years)

    Fortunately, china is the 1st country to exit the recent bear market

    It’s certain that the new bull market start a few months ago, so it’s a good strategy to invest your money in A-50 fund now

    But need to be patient that the A stock won’t surge so quickly in the coming years, due to the characteristic of wave 1 of a bull market as well as the current external situation

     

    Let’s talk about HK stock

    Squeeze in between US and China, HK stock is still lack of direction now

    But I will absolutely not put any money on HK stock market now even if I have

    The HSI is now 20234, the next resistant line in 21300

    And the ultimate resistant line would be 23700

    The rebound of HSI can end at any point around 21300 or 23700

    So it’s not a wise decision for being long position in HK stock now

    Where is the next station? Who knows

    But I would guess: approaching towards the direction below 11000

     

    Disclaimer:

    All predictions listed above are for training purpose of my personal prediction and interpretation ability and would not constitute as an investment recommendation (sounds similar to those disclaimers on financial TV show or marketing leaflet of financial products? haha)

     

Wednesday, 18 March 2009

  • Champagne Ball

    wed          sunny

    We have our first meeting for applied investment team today

    It’s totally overrun from our original estimation of 2 hr to more the 3 hr

    As the requirement is a bit tricky and in some aspect difficult to handle

    And some of our groupmates haven’t any financial background before

    But luckily we still have a groupmate who have done similar course before and another aussie groupmate doing master of finance

    I am not sure if we will cooperate as well as the team with Ace and Tony, but it should be much better than one of the team we form last semester

    Tonight I have invited Frank to join a Champagne Ball organized by AFEC

    I think we have made a bright decision and ball is really good

    At least we met a lot of ppl (don’t know if we still hv chance to see them again and become fran), and gain a lot of valuable information from those practitioners

    I think those mentors invited tonight is very helpful, nice and most important honest

    Much better than those mentors invited in those…dinner organized by Hong Kong Institute of Engineering I join in HK

    I start to gain some experience on what’s going on in these foreign Balls

    A ‘party’ with only alcoholic drink and no else

    People are standing in a relatively crowded room, meeting and chatting with many strangers,

    And rotates just like a cycle or table-for-six(without table)

    Introduce yourself unlimited time,

    and u better to be prepare to know as much aspect as possible,

    As u need to talk with them in whatever topic they may start

    This is also one of an essential soft skill a senior I met tonight told me, yes communication skill is far boarder than language, accent, pronunciation, interpersonal skill, but also the scope of topics that you can talk at

    This is not what you can lend from any class or books

    But you need to play more and spend time to socialize

    I am still a student in this subject

    So there’s still a lot to learn

     

    It’s only 4 to 5 month left before I finished my master

    The passage of time is quick

    Always feel it’s not enough for my student life

    But for sure I will treasure the remaining time and gain more before to go

Tuesday, 17 March 2009

  • Well done, Japanese business presentation

    Tue           sunny

    It’s a long time I hvn’t updated my diary again

    pretty busy this week

    I think the work load on this semester is even higher than the previous one, which can be observed from the starting week I feel busy

    Just finish one of the most important and high work-loaded presentation today

    I think we did it very well

    This time I group with another Chinese girl from nang jing

    I don’t know what marks do I got right now,

    But I find some classmates give us full marks and I guess most of them appreciate our performance from their response and reply during and after the presentation

    The topic we in charge of is money politics in Japanese construction industry

    Yes...it is ’money politics’…not ‘monetary policy’

    I also misunderstand the topic at the beginning when I choose the topic

    I don’t pretend to take this, but anyway I need to prepare for it

    It’s construction industry again, which I should be very familiar with

    But this time I am not involved in it in the technical view point any more,

    Instead, I focus on the tendering/bidding system, pricing system, political inter-relationship…

    So what from a business, political and economic point of view

    That’s much more interesting and useful to work on that this time and for this purpose

    The most troublesome work finished

    But my study progress lags behind for nearly a whole week

    I need to catch up in this week with 2 weeks’ work

    I never get sick since I come to Australia, may be it’s an indication of good air quality here

    But I just got flu these days, after one of my peer sitting next to me ‘generously share’ his several cough last Sunday

    So I need to force myself sleep earlier and take panadol regularly now…

    I need to get well soon as huge number of readings and study is waiting for me, so no time left for me to get sick

    Hope I can be fine by this weekend, otherwise I may not be able to be the back-singer in Sunday worship this week

     

    Haven’t aware of the stock market right now as frequent as before,

    Since not much to observe, and indeed not much profit opportunities from the stock market up to now

    But that doesn’t mean the market is peaceful,

    It seems the 2nd wave of financial crisis is on its way to come

    If the majority announcements of the coming financial performance of those listed companies get red, that should be an indication and everyone please get prepare to the subsequent wave, in similar scale as the wave last year

    The main character of the next episode would be our real economy

    So not just those banking stocks (even HSBC), but also the stock in manufacturing, service and retailing industry

    I personally believe Hong Kong would recover better and earlier in this crisis compared with the one in 1997,

    But even so, 2 to 3 years hard time is unavoidable

    It should still be very hard to find job at the time I graduate,

    It should be expected,

    That’s true!! Please face to the reality and don’t request for unreasonable remuneration anymore, HK graduates!!

    Get ready to the winter,

    Strengthen ur competitive advantage

    And we will be fine

Friday, 06 March 2009

  • Odd Week

    Friday              Sunny

    A very strange week

    My mind is a bit messy right now

    Originally I have started to concentrate on study already,

    But always get divergence by the surrounding environment

    Yesterday morning, I got a msg from sky, my Japanese next-door neighborhood,

    She told me she is worrying on sth and need to talk to me

    At the night time she sd me another msg requesting me to go downstair alone to the bbq pit

    What’s up?

    It’s very freaky, isn’t it?

    Before that I have some guessing in my mind for what she finds me for,

    And now I hv to be proud of my intuition, or I start to gain the worldly wisdom, especially related to human

    The result is really one of a few guessing in my mind

    My next room neighborhood, the African guy, hv done sth very scaring to her and she want to find me for help

    I don’t want to mentioned the content of those msg

    But it’s really very scaring,

    I feel scaring even I am a boy, and I totally understand how annoying she felt

    I guess she want me to talk to him on her behalf

    A few ideas go through my mind for the whole night (obviously I can’t sleep well at all last night, the same as sky)

    Is it just for joke? But we don’t make joke like that

    Should I negotiate for her to my neighborhood, who I must face for the whole semester?

    In what tone should I use? Soft tone? Is it enough to stop him continue to do so

    Very hard tone? Is it just a joke and will I over-stress him and hurt the relationship

    Is it serious? If it is so, what are the side-effect to me and to her?

    Who can do sth on this matter?

    Sky, me, RA…seems no one else

    We don’t want to report to the RA first, otherwise the consequence will be very serious

    Sky? she still keeps in silence and may not be able to firmly express the discontent to him

    Seems I must do sth, although I will bare risk on it

    What’s happen right now? What decision have I taken?

    I do what I think I should do finally,

    And seems the problem on her side solved, although still need to observe for a while

    But the problem in my side may be there

    It’s time for me to find ways to soften the strengthen atmosphere

    Oddward!!

    Hopes everything are on the track

    And I need to concentrate back to my study

Saturday, 28 February 2009

  • 要快點讀書哦

    星期六                   

    大鑊

    又無溫書添

    這周是開學的第一周

    本想由本周開始跟足一點前度

    昨天比個廈門女孩蘇珊 (好像是街頭搭訕兼franfran識的)拉了去教她廣東話

    本想今天留在宿舍裡多看點書,

    (所以才推了frank他們的hot pot)

    但自中午開始比Akoon (我的蘇丹housemate)拉了下去one-on-one pool

    (: 蘇丹是一個北非國家, 就是上次中石油母公司投資的那個國家而巴菲特又投資了中石油因而被一些美國投資者質疑, 同時是聯合國定為世上最不穩定國家之一)

    Akoon單挑完又比佢個fran bol單挑

    單挑完又被拉了去同班女孩子打team

    我地打到4-on-4混戰

    打完一場又一場

    沒完沒了

    2點打到8

    不過今天又識了幾個朋友

    Yoshizawa Sairi (Sky): 日本女孩, 半日番(Australian born japanese/ABJ), 我打算科Asian business system找她求救(科野六成讀日本)

    Joline: 台灣女孩, 半台番(Australian born Taiwanese/ABT), 台灣出世, 新加坡讀書, 澳洲讀大學

    Bread: 我想是local aussie or british

    Yong: 福州男孩

    Alec: 香港男孩

    打完被yong他們拉了去3樓吃飯

    飯後當然少不了中國南方技藝: big 2 (挫大d)

    今晚比佢地教識了打bridge

    一直想學幾耐, 今天終於識打了

    真的不錯

     

    今天的收獲很不錯哦

    不過本書就成個周五六都好似仲未掂過!!

    今晚要加班趕工, 看得幾多就幾多

    宿舍的生活果然啱我多一點

    多姿多采, 很難找到悶場

    我已經盡量避開宿舍d劈酒party

    同之前班foundation香港學生也盡量少點接觸

    但這裡ad-hoe的活動多得很

     

    看來現在的生活很切合我年初對這半年的目標: 以人為主

     

    這半年我鐵定是少點讀書多識點朋友的了

    只希望學業社交兩者都能處理得好吧

    http-equiv="Content-Type" content="text/html; charset=utf-8"> name="ProgId" content="Word.Document"> name="Generator" content="Microsoft Word 10"> name="Originator" content="Microsoft Word 10">

     

    還有一件開心事:

    中花paper 5 pass

    當然你昨天收了成績下午便長途話比大花知我更加開心啦

    恭喜恭喜


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