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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.

2020年7月13日星期一

誰憐高息股?

Aeon(900) 歷史悠久 派息穩定 作風王道 ; 中信國際電訊(1883) 公用事業 派息慷慨 善待股東; 泓富產業(808) 磚頭幫 半價大酬賓  防守力強 誠哥集團 . 三股全有>8%yield 且不含特別息成份 進可攻退可守. 但股價皆不前 潮流興ATMX (阿里 騰訊 美團 小米) 像Aeon般實而不華的舊經濟股 再平也引不起投資者的興趣 耐何?
恆指收報25772升44點 成交額1712億元 全日波幅388點 不算太大 但恆指兩萬六大關 又再得而復失!

10 則留言:

  1. 潮流興買超貴溢價股,越平越見鬼!

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  2. 似乎自己的價值回歸模式不是這時代杯茶。

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  3. 人性都係羊群心理
    有質素有價值既平野冇人要
    有水份賣到貴一貴大把人搶住要

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  4. Just my little thinkings:~

    Among the abovementioned stocks, 900.HK should be more reliable for 8%p.a. dividend. Its dividend payout % is kept in only around 50% over past 5 years.

    1883.HK's net profit must be affected by "much lesser tourists" in Macau. It may have to pay 100% div. payout in order to maintain its 8% div. yield. I think it has the financial ability to do so.

    Around 1/3 tenancy agreements are subject to renewal every year for most commercial property investment companies. I think 808.HK is no excuse for this. REITS are already paying >90% as dividends. I think 808.HK's div. yield will be gradually decreased in coming 3 years.

    ^_^

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