美聯儲維持利率不變, 又預料明年利率變動不大, 全靠資金量化寬鬆撐經濟, 但遲早都要還, 看大市表現, 好似有春江鴨蹤跡, 首階段中美和談可能會有成果. 但港元半年定期都有2.6%pa.,暫做定期也不錯. 信和酒店(1221)首五月少賺94%, 料中期純利遠遜去年, 以香港現今情況 ,亦非戰之罪. 公司有十多億元現金在手,負債又超輕, 與其用來申請新股, 不如分$給少股民更為實惠.
我家微波爐壞了, 換了個新的, 不是抱怨舊的甚麼, 是地產商隨樓送的, 二十年都冇壞過, 作為用家當然滿意. 但製造商就不大明智, 一件商品數千元但要二十年才換新的, 微波爐不同手機, 冇壞好少人會換新的. 以投資覺度看, 都係手機股比電器製造股更具投資價值.
信和酒店現價2.88元 市盈率16.1倍 股息率3.3% 市值32.7億元
Two days ago, 1221.HK just announced it had bought some 1503.HK (from IPO) !!!
回覆刪除Yesterday it announced profit warning !!!
It seems that the management is "unwilling" to pay any special dividends.
For Sino Group, 083.HK may be considered.
But I prefer 016.HK among all local listed "big" property developers/investment enterprises.
^_^
I also prefer SHK PPT
刪除大新太早放棄了
回覆刪除太膽少呀!
刪除