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11月28日星期三

大昌集團(088)

我對大昌集團甚有感触, 因先父曾於1973年買入, 持貨至1980年賣出, 足足蝕去七成本金, 若計埋通脹, 真係得回些湯渣!
大昌出名保守, 資產折讓大兼作風低調, 多次買入大昌想[為父報仇]均被悶走, 買入博被私有化或公司賣資產套現分錢, 均需要有無比耐性兼血壓正常.
現價7.25元 市盈率12.72倍 股息率4.83% 市值44億元
*大昌集團前身叫大昌地產, 於70年代與長江, 新地齊名.
**現單計持有尖沙咀喜來登酒店35%權益, 已比整間公司的市值為高.

4 則留言:

  1. Billy Sir,

    For those local "low PB" property developers/investment stocks, you may take a look at 878.HK.

    Its PB was only 0.155 at 30Jun2018.(HK$11.08/HK$71.60)

    And its major shareholder is repeatedly buying more shares from the open market recently. (Upto 23Nov2018 :73.38%, but the upper limit should be 75%.)

    I guess there might be 2 possibilities:-

    1. More dividends in the future.
    2. Privatization by the major shareholder.

    But all depends on the major shareholder's thinkings, and so without guarantee.

    Do you have any idea in 878.HK?

    ^_^

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  2. 買878要有無比耐性和運氣.

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  3. 尋日入左少少308
    呢間野獨市生意都賣咁平, 唔知有無伏

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