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12月2日星期一

財經日誌

恆生指數收報26,444升98點, 成交額670億元, 其中包括阿里巴巴(9988)的52億元, 可見大市很淡靜. 上月筆者才止蝕的快餐帝國(1843), 今天公佈中期業績多賺逾5倍, 股價因而大升>86%, 這類股票血壓弱些的散戶最好少沾手為佳. 波叔話今年政府財政預算可能有赤字, 有誰會不知呢? 冇單好消息股市都升近百點, 都算有所交代. 據聞阿里巴巴的投資者, 將為數不少的ADS轉倉為港股, 這可能對阿里的股價會有些壓力.

7 則留言:

  1. In hard times, I suggest to hold low gearing (low bank borrowing level or even no bank borrowings) & willing to pay relatively higher dividend yield stocks.

    In the long run, good managed stocks with generous Chairmans are most likely to give us totally positive returns.

    Good Luck to everybody!

    ^_^

    回覆刪除
    回覆
    1. Some cash cows stocks: 113.HK; 133.HK; 398.HK; 450.HK; 1122.HK

      ^_^

      刪除
    2. I agree "Cash" is important.

      Cash cow stocks' NAV = Net Cash + Other Net Assets (net off all liabilities)

      ^_^

      刪除
    3. P.S. My definition of "Net Cash" is "all bank & cash balances" - "all bank borrowings".

      刪除
    4. //Some cash cows stocks: 113.HK; 133.HK; 398.HK; 450.HK; 1122.HK

      全部都係市值細派息高的票...但同樣地存在不派息或減派息的危機..
      老千股成份極高...

      刪除
    5. I have all of them, though in different % proportion.

      I believe their past dividend pay-out records, but of course there is no guarantee of future dividend amounts. But I have studied their latest Balance Sheets, and so far I still have confidence in holding each of them for dividends income.

      ^_^

      刪除