免責聲明:

免責聲明:本網誌純屬個人文章, 所有評論全是表達個人意見, 絕對不應視作為投資見議. 本人同時不能保證文章內容的確實性. 讀者必須自行判斷和研究. 至於讀者的一切投資決定, 不論成敗得失. 一概與本人無關.

2018年6月7日星期四

沽建滔化工

政府公佈增持港交所(388)股票,由5.88%增至6%。還以為有甚麼好消息,原來只係以股代息,無甚啟示,難怪正股只升了幾元,但幾隻Call輪今早曾就升過不少。
新地(016)連買賣單位拆細都保守過人,由1千股改為5百股,每手都要6萬餘元。
沽出3千股建滔化工(148)@$32.10賬面獲利$3300,從數據看此股甚有前景,但公佈了一份良好的業績後股價卻反而相當波動,連網友[Student]都勸我小心,都係吃糊了事。

8 則留言:

  1. Billy Sir,

    Good afternoon.

    Today I wonder why 148.HK leads its subsidiary 1888.HK ... maybe this is the market! ... full of uncertainty!


    I have 016.HK ~

    I like its assets but dislike its management in recent years.

    I disagree 016.HK to cut half its trading "lot" from 1000 shares to 500 shares. I think it cannot stimulate its market price.

    As a long run shareholder, I prefer 016.HK to pay bonus shares 1 for 1.

    I think the most effective method is to exercise "shares buy-back", just like 005.HK and 823.HK. Nowsdays, it can easy to maximise its NAV per share, instead of bidding for high costly lands.

    Since I am proud of 016.HK "malls" and "office buildings", I only have to hold this "dragon head".

    Billy Sir, are you still have 016.HK? Any updated comments?

    ^_^

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    1. 148,1888往績和質素都不錯,但工業股非我所長,有疑問沽貨了事

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    2. 送股可能要公司付多些稅,拆細較好。

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    3. 新地現一股都無,是內子幹的好事!以前網誌有講及。

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    4. NAV折讓大,回購股份比高價買地更好。

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    5. Billy Sir,

      What kind of taxes in issue of bonus shares ?

      Stamp duty ? Capital tax/fee ? ...

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    6. 送股由儲備撥去實收股本,公司股本增大[可能]要付多點稅(這點我不敢肯定),但拆細每股面值就無此麻煩。
      當年長江改組要遷冊,就話不遷冊就送長地會有稅務問題。

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