I don't afraid of USD interest rate +0.5%,... mostly likely HK would not follow this first 0.5%!... but later,... I don't want to guess cause future is full of uncertainties!
However, I am worrying about the downward trend of HK real estate markets(including Offices, Residential Apartments, Street Shops, etc.) is already established.
If just considering PB & Div. Yield, 016.HK is not attractive when compares with other local developers,e.g.173.HK,... but when considering 016.HK is a dragon head in HK, shareholders would have a "good feeling".^^
Btw, 728.HK may present its 2021 full year results+dividends first, then 762.HK and finally 941.HK (according to last year announcement dates). I predict 728.HK would declare final dividend @HK$0.22/share(already netted off 10% China Tax)... so that its updated dividend yield would then be 0.22/3 x 100% = 7.33%p.a.
I calculate 728.HK pays 2021 dividends HK$0.22/share(i.e.7.33%p.a.) is only based on 60% payout. If it declares 70% payout, that would be 8.55%p.a. at share price HK$3.00!
I don't afraid of USD interest rate +0.5%,... mostly likely HK would not follow this first 0.5%!... but later,... I don't want to guess cause future is full of uncertainties!
回覆刪除However, I am worrying about the downward trend of HK real estate markets(including Offices, Residential Apartments, Street Shops, etc.) is already established.
PB<0.5 Yield>5% I don't mind for long term
刪除If just considering PB & Div. Yield, 016.HK is not attractive when compares with other local developers,e.g.173.HK,... but when considering 016.HK is a dragon head in HK, shareholders would have a "good feeling".^^
刪除I prefer 16
刪除中電業績差，今天股價跌3％以上，只因過往股價過硬，沒怎麼跌過，才導致息率低於4厘，今日公佈業績的置富reit778, 股價已由高位8個幾跌了近一元，因此股息率才有6厘幾，今日就算業績唔靚，股價也不會跌太多，不過前景充滿不確定性，相關行業可奉旨唔交租3個月，置富這種以民生消費為主的商場影響最大，小商戶不是想拖租，而是實在很難生存下去，大商戶如萬寧，大家樂都要暫時停止營業減少損失.
回覆刪除Unknown Sir has a very good analysis!^^
刪除Btw, 728.HK may present its 2021 full year results+dividends first, then 762.HK and finally 941.HK (according to last year announcement dates). I predict 728.HK would declare final dividend @HK$0.22/share(already netted off 10% China Tax)... so that its updated dividend yield would then be 0.22/3 x 100% = 7.33%p.a.
728若真的如去年承諾，將派息比率增加至70％,其他兩家電訊公司亦會增加派息比率，941一向以來派息比率只是50％,若增加少少，以一間年賺千多億的公司，將會派600億或以上股息，到時中國三大電訊股將會成為對抗通脹的首選高息股。
刪除I calculate 728.HK pays 2021 dividends HK$0.22/share(i.e.7.33%p.a.) is only based on 60% payout. If it declares 70% payout, that would be 8.55%p.a. at share price HK$3.00!
刪除據悉最快都要在3月17日後才進行全民檢測，並且可能有小禁足措施，因此繼昨日，今日超巿的物資幾乎被掃一空，基輔的超市隨時多貨過我們，今日才3月1號，香港人駛唔駛咁快儲糧，今日地產股全部下跌，新地更曾創52周新低，新地大型商埸多，一定跌，不過若疫情捱過後，再加上新消費卷出籠，到時香港人報復性消費就會出現，新地到時就會大反彈，而家買新地，嬴面好大。
回覆刪除港人作風 慌死執輸
刪除b哥真快手，我睇個時己經上番90.25.現在排番你個價入睇下有冇機會到
回覆刪除我只買平幾毫子!
刪除昨天買不到3668，今天早上開市頭半小時，升幅都在8％之內，若肯跳高20格去買是買到的，稍一遲疑，股價已飛天了，升了25％,比派息0.57美元還要多，其實在2星期前此公司發盈喜時就應該買入，走寶，而家唯有揸住母公司1171等派高息
回覆刪除澳洲煤 我全不識!
刪除b哥好嘢,我等到收市都等唔到個價,買入價都要高你幾毫子,不過相比我之前嗰價梗係爭好遠,我驚如果明天再升我更加冇信心買,所以都係入多一手先
回覆刪除無貨不怕買 溝貨要多思
刪除