But I think that 1883.HK mainly do Macau & Hongkong businesses, its valuation should be more closely related to 1310.HK/6823.HK,... while 941.HK's principal businesses are in Mainland China and now america acts against China.
Besides, 1883.HK has the chance of privatization by 267.HK, ... though a little remote.
Talking more about 1883.HK,
回覆刪除Comparing with 1310.HK & 6823.HK, 1883.HK is much undervalued.
Besides Macau telecommunication businesses, 1883.HK also have many HK businesses.
1883.HK pays "no less than" previous year dividends ever since lising in 2007.
P.S. In Aug2016, its parent company had acquired more shareholding in 1883.HK.(@HK$3.00)
刪除1883我也持有很多,唯一不好的是它的负债比较高。相对来说,941是净现金公司,如果两者的派息率很接近的话,就会算中移动了。市场上有很多无负债的高息股,但是成交量少,要等大家发掘了。
刪除Your analysis is correct.
刪除But I think that 1883.HK mainly do Macau & Hongkong businesses, its valuation should be more closely related to 1310.HK/6823.HK,... while 941.HK's principal businesses are in Mainland China and now america acts against China.
Besides, 1883.HK has the chance of privatization by 267.HK, ... though a little remote.
^_^
P.S. I have 941.HK & 1883.HK.
刪除Thanks, both of you
刪除中國海外現價,同埋香港四大發展商現價,你覺得邊個值博率高啲?我始終熟香港發展商多啲,覺得買入安心啲。
回覆刪除我都選四大
刪除五年低位,弱不禁風
回覆刪除公司無問題,奈何股價有問題
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