舊經濟股有追落後跡象 近年新經濟股大升 不少投資者[賺夠] 大有可能轉買股價低殘的傳統股 股市若有大調整 傳統股因大都無乜升過 因而抗跌力會更強 傳統股最大優點是有數得計.
匯控(005)快將公佈業績 但投資者目光全集中其是否恢復派息和派多少 反而業績如何卻被忽視. 但匯控和不少上市公司有異 公司不派息 $都是留在公司內 不會給管理層用來私用亂花 卻全入公數. 個人覺得其業績(一般大行估計倒退三成)和末來改善情況 才是最值得關注之事.
現價46.1元 市盈率19.7倍 股息率5.06% 市值9539億元.
*匯控明天宣佈業績.
Billy Sir,
回覆刪除These big international banks always pay over-the-market remuneration to CEO, directors, senior management, ... and special bonuses to all staff.
Nowadays, among those "old economy" blue chips and at last week's closing market prices, I prefer 941.HK, ... though I think 941.HK should be classified a "new economy" stock.
^_^
P.S. should be "... though I classify 941.HK as a "new economy" stock."
刪除