座右銘: 要幸福其實好簡單, 與人為善, 好好珍惜已擁有的, 活在當下, 活好每一天。
網友student多次推介新華文軒(811) 各項數據及業務 我都滿意 但對其早前向大股東收講物業有點保留 況且此股好悶 常遭投資者冷落. 今早卻能逆市上升 半日成交超過三千萬元 但升不到一成就被質回 似壓價多於獲利回套 先買一注作貨底.
現價5.11元 市盈率4.97倍 股息率6.56%* H股市值22.58億元.
*需付10%股息稅. **A股溢價112%.
Billy Sir,Your purchasing cost is a little higher than recent market prices, but it is cash rich and its updated NAV at 31Dec2020 should be around HK$9.50.I hope we have strong belief to hold it, for long run dividends income.^^
P.S.It just used RMB0.193B to acquire 3 office blocks of "China Western Culture City" out of RMB3.4B "Bank Balances & Cash" at 30Jun2020.I think this was 90% not a problem. Instead, it saved monthly rentals at the same time.Besides, valuation of these properties are likely have an upward trend when overall China economy becomes better in future.Always be an optimistic long run value investor!^_^
I saw it, thanks
原來今日811係比Billy兄推左上去 ^__^
蟹了
Billy Sir,
回覆刪除Your purchasing cost is a little higher than recent market prices, but it is cash rich and its updated NAV at 31Dec2020 should be around HK$9.50.
I hope we have strong belief to hold it, for long run dividends income.^^
P.S.
刪除It just used RMB0.193B to acquire 3 office blocks of "China Western Culture City" out of RMB3.4B "Bank Balances & Cash" at 30Jun2020.
I think this was 90% not a problem.
Instead, it saved monthly rentals at the same time.
Besides, valuation of these properties are likely have an upward trend when overall China economy becomes better in future.
Always be an optimistic long run value investor!
^_^
I saw it, thanks
刪除原來今日811係比Billy兄推左上去 ^__^
回覆刪除蟹了
刪除