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.

2020年1月17日星期五

內銀中恆生

招商銀行(3968)剛公布業績, 去年營業收入為2,697億元人民幣(下同), 按年增8.53%, 淨利潤為928.6億元, 按年上升15.28%. 頗為不錯. 招銀素有[內銀中恆生]之稱, 可見其管理質素甚好, 好股自然知音多, 招銀是罕有內銀中PB有大溢價者. 論盈利增長率, 發展潛力....招商在很多方面都比恆生更佳. 當然對港人投資來說, 恆生銀行(011)最大優點是那份情意結.

3 則留言:

  1. 133.HK's major direct investment is holding 55.2M shares 600036.SH(=3968.HK).

    ^_^

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    1. Are you sure? 55.2m shares cost over ¥2 billion!

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    2. Sure!

      600036.SH today's closing price is RMB37.93.

      So, 55.2M x RMB37.93 = RMB2093.7M

      At HK dollar ex. rate approx. @1.125 = HK$2355M

      And 133.HK's issued number of share capital = 152.333M ordinary shares

      so that every 1 ordinary share of 133.HK already holds 600036.SH amounting,

      HK$2355M/152.333M = HK$15.46

      And 133.HK also have many other direct investments ...

      But today 133.HK's closing price is only HK$10.70 !

      So, ... Good Luck!

      ^_^

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