20I9年4月 我以3.39元買下六萬股大融金融(626),當時PE7.2倍、PB0.45倍、Yield6.49%。是全港最[平]銀行股,大股東持有超過73.2%股權,具備所有私有化誘因。固此我決定不設止蝕,持貨至今,结果我收了五次股息共23784元。成本雖降至約每股3元,相對現價2.58元 賬面仍要蝕逾兩萬五千多元。但以現價計 PE7.1倍、PB0.34倍、Yield5.81%。怎捨得賣呀!
事後孔明 當知早要止蝕 但論[有數得計] 我到現在仍不知錯在那 晤通又好似當年和黃般 持足九年才能翻本。
我不怕被人恥笑 寫出我過往的失誤 目的只有一個 望有緣網友能有案例作參考 不要重犯我的失誤!
與此相反,這種真實經驗才是讀者最想看的,便宜股票可能更便宜,沒下限,長期價值未必會如買入時設想的那樣回歸。
回覆刪除這個我可以有好多題材,因我過往的失誤太多了 記著去思考我錯再那 不要重犯。
刪除I also has a little of 626.HK.
回覆刪除Among local listed banks, I see 626.HK's financial results(I mean not the share price) over past few years are "not bad"!
It pays interim & final dividends every year, though 2020 year was paying a little less than 2019. But its 2021 interim dividend was already levelled to that of 2019, i.e. @HK$0.05/share.
If it declares same 2019 final dividend, @HK$0.15/share, in coming Jan2022, its dividend yield would then be 7.75%p.a.(at present market price HK$2.58)! ... Not Bad!^^
P.S. I still have confidence that it might be privatized by the major shareholder, though I have no guarantee.^^
刪除626 my terrible experience😂
刪除Historial bought-in price has been passed. I don't suggest always remember it.^^ Otherwise, it might affect our buying/selling strategies.
刪除The most important is whether it worths to hold now.^^
刪除I think so
刪除20I9年4月是近年高位,2020年3月曾經跌到1.3,你也沒有止蝕,近期又回升到2.5x,似乎你喜歡跟它長相廝守了。
回覆刪除我應該在於1.3時大注買入.可惜那時我無做,亦好似無人叫我去做😂
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