免責聲明:

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11月30日星期二

避險股

個市真令投資者失望 但仍有不少稳陣股票可選擇 中移動(941) 現價46.75元 巿盈率7.4倍 股息率7.03% 市值9572億元。有息負債比例不多 現金就有三千多億元 加息對其影響有限 未來投資開支大 但強勁的現金流足可應付自如 涉及民生 難有暴利 但合理收溢定容許 有回A憧憬 洋鱷又無貨 難以攪風攪雨 興風作浪。

*利益申報:本人持有上述股票權益。  


16 則留言:

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    1. 東亞唯一憧憬是被收購

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    2. 唔好意思,表達不夠清楚,
      HS index 創今年低位

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    3. 真令投資者失望 但從另一角度看 可示為多了入平貨機會 我貨輕 所以心哋不好 望跌多於升

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  2. 另一個選擇係低位(eg., HSI ~23500 pt) 買一注2800, 之後等反彈共千多點時放. 比較安全訓得著

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    1. 同意 我近期試過 賺到點錢 但為何不直接買期指 買2800是投資 買期指是博命 要分清楚。

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    2. Just my straight talks:~

      Why set 23500 as a bottom, why not 23000, 22000 or 21000 ?
      Why HS Index must rebound for >1000 points ?

      To me, I have no beautiful dream at HS Index because there are so many rubbish and super high valuation stocks, e.g. 3690,6862,...

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    3. Students c-hing, i agree with you. A setting of 23500pt is just regarded as a "psychological thresold" for the first dose of 2800 . Certainly no one can ensure HSI must rebound soon, but opportunities appears greater than risks when the index has dropped several thousand pts. ^^

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    4. I appreciate New Fire Man C-Hing find out his opportunities. GaYau! ^^

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  3. 941.HK's A share may be allotted soon, and this would immediately dilute the EPS(Earning Per Share) for the 2021's net profit which shall be announced in March2022.

    Please take this into accounts.

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    1. Btw, 598.HK's A share is now trading at RMB4.38(raised by >4.5%. But 598.HK is now only <HK$2.50

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    2. Billy Sir,

      At 30/6/2021, 598.HK NAV was RMB4.279/share = around HK$5.13 if ex. rate @1.20; while its market price is now trading at <HK$2.50

      PB should be 2.50/5.13 = 0.49 only.

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