迪生創建(113)持有4.86萬股Wish普通股股份，計劃上市其賬面值約為6400萬元.
出售滔搏國際(6110)50萬股，每股作價11.25元，總代價562.72萬元
於二級市場出售安踏體育(2020)本金總額約903萬元債券，總代價1008萬元
出售總面值為1,200萬美元之復星國際(656)間接全資附屬發行之債券，總代價為1,214.7萬美元(相等於約為9,416.4萬港元)。集團將於截至明年3月31日止財政年度認列約80.9萬港元之收益。
本身現金多到瀉 達33.23億元(本年3月底) 還這麼勤套現幹甚麼?
現價3.6元 市盈率2.21倍 股息率15.2% 市值14.2億元.
*難得網友student多次熱心推介 買番多少 勿姑負其好意.
Billy Sir,
回覆刪除I have been a shareholder of 113.HK for 2.5 years. Some buys and some sells within this period. But I am always holding some of it.
If you look at this share price over past years. It may not be "so easy" to be an long run shareholder of it. But its historical dividend payouts were quite attractive!
Let's GaYau together!
^_^
Btw, 014.HK touched HK$30 this morning, while 1997.HK is now around HK$37.
回覆刪除Between these two I prefer 014.HK because:~
1. At 30Jun2020, 014.HK's NAV = HK$70.7/share while 1997.HK was HK$68.5/share.
2. 014.HK's int. div. for 2020 was HK$0.27/share(same as 2019's) while 1997.HK's int. div. was HK$0.78/share(decreased by 29.1%). Remarks: 014.HK regularly paid much more at final dividend than at interim dividend.
If 1997.HK can stand at around HK$37, I think 014.HK can do so, sooner or later.
^_^
Good news for Allied Group(373.HK, 056.HK & 086.HK):~
回覆刪除The privatization of 056.HK is sanctioned by Appeal Court.
Later, 086.HK will be a subsidiary of 373.HK.(No more 056.HK)
373.HK also holds those offices/hotels belonging to 056.HK originally. But I dislike them.
086.HK holds US Finance; SHK Credit & have many direct investments. It is indeed an investment holding enterprise. I hope it can be benefited by recent HK investment atmosphere.(Just like 388.HK) Thus I like 086.HK.
At present market prices, 086.HK has higher dividend yield and its PB is lower than 373.HK as well.
I feel sorry for expressing too much in Billy Sir's blog.
^_^