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.

2019年8月3日星期六

海港企業(051)

資產豐厚,作風低調,派息保守,交投硫落,做其股東真係須要有平常心和耐性。集團最大賣點為被大股東私有化*,每股資產高達24.72元,相對市價僅13.42元,財務更屬淨現金公司(5.98億元),甚具被私有化的條件,而母公司亦曾為之,可惜並未成功
現價13.42元,市盈率11.4倍,股息率2.23%,市值95.1億元。
*大股東九倉置業(1997)持有71.53%股權。

4 則留言:

  1. The followings "with much lower PB" stocks seemed have better conditions for being privatized:~

    088.HK (With very high "net cash per share")
    163.HK (Major shareholder holds 74.71% shareholding)
    367.HK (Major shareholder holds 58.29% shareholding)
    878.HK (Major shareholder holds 73.50% shareholding)

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    1. P.S. Another important factor is that they have much higher dividend yields than 051.HK, so that investors are feeling better when holding them.

      ^_^

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    2. 多謝見議,我都係分析下,不會買。

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