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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.

2021年6月7日星期一

增持中移動

增持小量中移動(941) 貪它穩陣 進可攻退可守 剛收到長和(001)股息3380元。萬洲國際(288)提要約擬回購13%股份 每股作價7.8元 涉資150億元。管理層何必如此心急?大可在市場慢慢回購 省回溢價。這與長實(1113)回購不同 它回購股份是為了收購大股東資產後 不會大幅攤薄每股資產淨值。不少財演話經濟差更有利股市 因央行不敢收水 但筆者總覺得市場愈來愈反智 企業年年賺大錢兼派高息的股價不升 年年燒銀紙 今年蝕少了 就話好消息 股價又炒高!

7 則留言:

  1. Billy Sir,

    Good Morning! Good Day!^^

    I agree with your observation : Nowaday stock markets are full of anti-intellectualism.

    But this provides long run investors good/cheap prices to buy "relatively better" stocks for long run dividends income.

    Just noted 113.HK touching >HK$4.20.(Last week investors can easily bought 113.HK at <HK$4.10 while it "may" have dividend yield of 13.x%p.a. ... while many investors liked 398.HK and 1830.HK more.)

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    1. P.S.

      Just guessing:~

      If this time 113.HK also pays special div. @HK$0.20/share, I think its share price may go up to HK$4.87 ... because at HK$4.87 it will still have ex. div. yield of 12.5%p.a.,

      HK$0.55/(HKHK$4.87 - HK$0.47) x 100% = 12.5%p.a.

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    2. Other selling points of 113.HK:~

      1. It can be privatized by the major shareholder: Sir Dickson Poon. 113.HK is attractive cause it is "cash rich".

      2. it may declare to exercise "share buybacks" again. It had done so over past few years.

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  2. 373.HK has "positive profit alert" ... because of 086.HK's 4-months plentiful operating results.^^

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    1. P.S.

      I prefer 086.HK rather than 373.HK.

      086.HK may pay more dividends in this year, maybe HK$0.14 + HK$0.16 = HK$0.30/share.

      If so, 086.HK may touch HK$5 or even standing at >HK$5. Its expected dividend yield would be HK$0.30/HK$5.00 x 100% = 6%p.a.

      I predict 086.HK's NAV shall be at HK12~13/share at end of 2021.

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