I regard 900.HK as a local "retail" stock rather than as a "finance" stock.
Its turnover/income is quite linked with local "retail" and "credit cards transactions" figures announced by our government.
Besides its management have stressed that interest rate would not significantly affect its financial results in coming 1~3 years. I believe this because the management's past records are proved smart.
Next month 900.HK shall announce its 1st quarter, 2018/19 results. I think a 10% profit-growth is expectable.
Billy Sir,
回覆刪除Will you consider 626.HK (dividend yield > 6%p.a.) for long run investment ?
^_^
以前買過賺了點錢放了，多謝提點，會研究下可否買回。
刪除No thanks. I have 626.HK.
刪除^_^
一來便60000股 唔分細注點慢慢入?
回覆刪除性急！
刪除將收6.3厘的 Aeon 賣走（仍有息收，未除淨），買入 5.6厘的泓富 （已派末期息）...好似一動不如一靜好點啊
回覆刪除感覺磚頭有安全感多些，AEON往績實相當優秀，但總覺有[財仔]味道，加息對無銀行背景的AEON，資金成本影響多大並不明朗，它的低息掉期貸款也快到期，反正有錢賺沽了算。
刪除Billy Sir,
刪除Good evening. ^_^
I regard 900.HK as a local "retail" stock rather than as a "finance" stock.
Its turnover/income is quite linked with local "retail" and "credit cards transactions" figures announced by our government.
Besides its management have stressed that interest rate would not significantly affect its financial results in coming 1~3 years. I believe this because the management's past records are proved smart.
Next month 900.HK shall announce its 1st quarter, 2018/19 results. I think a 10% profit-growth is expectable.
Anyway I hope you will be successful in 808.HK.
Bye and Luck!
^_^
Thanks,maybe you are right.
刪除不要放太多reits.加息是公用股和reits的天敵
回覆刪除我現有778、808、2778三隻reit，佔倉位少於10%，應吾算太多掛！
刪除有冇當年的影響數據分享下?
刪除吾明?
刪除我印象中過往的加息週期，Reits在初期會有影響，但之後都能穩步上揚。當然要看個別Reits的情況。
刪除16年尾加息影響投資者情緒，我入多咗Reits，2017Reits的表現都不錯呀。
身經百戰的地產商應不用小股東擔心，8O8及77 8早已賣了些資產待机．
刪除