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10月8日星期四

匯控拖累平保非輕

陸金所傳快將在美國上市(不知何因 不選在港上市) 理應有利母企-中國平安(2318) 但其股價卻無起色 主因當然係匯控(005) 平安是匯控最大股東 佔近8%或16.55億股 估計每股成本高於60元 匯控現價31.2元 粗略估計平安在匯控這項投資虧損失可能高達500億元. 這項投資將如何入賬 對平保的盈利前景至關重要.

8 則留言:

  1. 005.HK was closed at HK$36.20 on 30Jun2020.

    2318.HK's half year net profit, upto 30Jun2020, was dropped by 29.7%!

    As a listed company, 005.HK's "nil dividend" policy and downward share price in these 6 months should be already absorbed by 2318.HK.

    ^_^

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    1. For these listed China insurance enterprises, 2318.HK and 2628.HK, investors should also take into accounts the overall China Stock Markets(Shanghai & Shenzhen) upward trends in this 2020.

      ^_^

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    2. P.S. 2318.HK & 2628.HK have plenty of long term investments in China Stocks Markets.

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    3. Why 2318 use over $10billion to buy HSBC ,I still wonder about that.

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    4. HSBC's 2019 full year net profit (announced on 18Feb2020) had absorbed "goodwill written off" in Europe, amounted US$4B. This ought not affecting its cashflow to pay cash dividends. Yet ...... everything is unexpectable!

      "If" in 2021 HSBC begins pay dividends again, even cutting a certain %, I think 005.HK "might" stand on around HK$38.

      I "wish" 2318.HK has more 005.HK shareholding % in future, so that it can have "more controlling interest" in HSBC, ... although it seemed to be too remote right now.

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    5. No one can hold over 10% HSBC without allow from UK government

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  2. 平保原本會變紅底, 會瘋一隻累全家, 保險股我只有1299同2628

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