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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.

2019年6月17日星期一

會德豐(020)

會德豐直接持有的九倉集團(004)及九倉置業(1997)權益已達1400億元,比其市值1093億元還高。除上述兩項貴重資產外,集團還持有大量香港地產發展項目權益、會德豐星加坡地產及不少有價證券,而每股賬面值122.6元,市價僅53.4元,十分超值呀!
當然超值未必等如股價必升。
現價53.4元 市盈率6.33倍 股息率2.9% 市值1093億元

5 則留言:

  1. The group have significant direct investments(stocks investment) which are now subject to challenge!

    ^_^

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    1. 088.HK, 163.HK, 878.HK are local listed properties investment companies.

      Though their sizes are small, they have very low PB and so privatization are likely to be occurred.

      ^_^

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    2. I only use idle money in making long run investments.

      ^_^

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    3. P.S.

      088.HK shall announce its full year results and declare final dividends on 27Jun2019.

      163.HK shall be ex. div.(@HK$0.063/share) on 13Aug2019.

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