上半年收入94.85億元 增加32.4% 股東溢利23.69億元 減少12.3% 這主因為物業估值變動所至 今期有3.05億元虧損 上期則有1.94億元增值 這條數一來一回近5億元 影響溢利非輕 但全係賬面數字 對現金流無半點問題. 中期息17.64仙(上年同期17.3仙).
集團業務包括水務 物業 百貨 發電 酒店 公路 五大類. 而主力當然係水務 因此視集團為大半隻水務股亦未嘗不何 有這重要支柱 粵投實可比一般綜合企業股看高一線.
現價12.62元 市盈率16.3倍 股息率4.58% 市值825億元.
Not to say Property Revaluation, 270.HK's Turnover/Sales raised by 32.4%, but Gross Profit only raised by 9.3%. Seems not doing so good.
回覆刪除The increase in Turnover/Sales was mainly due to more Construction Services Income in 2020 than 2019, but it seemed contributing very low profit margin.
In fact, water distribution(HK & PRC together) was decreased, though just a little.
In short, I think 270.HK is now already fully valued by our stock market.
Anyway I think 270 is a good stock.
刪除我都在早二日13元左右買左，己观察左呢隻好耐,超过四厘息才下注现在坐艇中,我相信佢係隻好股票，中资股有信心買的不多，佢同中海外係其中两隻，纯属个人观感。
回覆刪除今日市場反應：（
回覆刪除好股好多時都表現一般,衰股卻多時都表現好好.這也係股市特點.
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