本地大型地產商的業績，一般都會不錯，但[老三]的風頭常被新地(016)及長實(1113)搶去，以致估值被低估，幸近來識貨之人多了，估值才追回不少失地。
恆基地產最大的憧憬，則是將所持有的煤氣(003)送與股東，這樣可大大釋放出恆地的潛在價值，而大股東的控制權也絕不會受到影響*，保守如九倉系吳家也玩財技，四叔照做也不是全無可能。
而且恆地是舊樓重建專家兼農地王，土地成本必然較投地便宜得多，單這點已值看高一缐。
現價40.8元 市盈率5.9倍 股息率3.81% 市值1796億元。
*若真的分拆，四叔可直接持有>30%煤氣股權，控制權仍牢不可破。
其實你覺得政府成功填海機會大些還是改變農地用途大些?
回覆刪除你信他們是真幹的？樓價大跌，政府的收入將從何來，百幾萬業主身家大宿水，內部消費會怎樣？大大小小地產商有多少影響力你真的不知？中資在地產利益以千億計...。
刪除我也信樓價會大跌，但我吾信政府會真的大量供應土地，林太打份工，吾通真的想與全港富豪為敵，若你是她會不會做此傻事？
刪除我也信樓價會大跌，可能是出於政治或其他經濟因素，但一定不會是因為政府大量供應土地，因我吾信他們會真做。
刪除買吾起樓無人會跳樓，錯買貴樓好多人會燒炭，若因是政府大量土地供應做成，這隻big pan誰能負？但若因其他原因使樓價大跌就吾關林太事，亦不應怪她。
刪除失望
回覆刪除愛股恆地派息增長低
都算合理呀，初時也誤為4.1%，看網友文章才記起上年10送1；應是14.5%
刪除I still prefer 016.HK.
回覆刪除^_^
student 兄的900&626係 抗跌股
刪除900早沽了，626仍hold,但蟹了。
刪除Billy Sir,
刪除Upto now, I can't see why 626.HK not paying you final dividends @HK$0.16/share (to be announced at Dec2018).
After receiving that, and if its market price is stable, you may be rewarded.
And as time goes by, you may find out that it also give you "reasonable returns".
If luckily its major shareholder suggests to privatize it @>HK$4.80 , ...
Good night!
^_^
末期息可能性高，但私有化只是憧憬而矣。
刪除我有２萬股@$3.4另２萬股@$3.31,收了$0.05息，現仍蟹！
For local "listed" licensed banks, I think 626.HK is the most likely one to be pivatized.
刪除2356.HK is to be sold in open market, everyone knows.
1111.HK was only be owned by Guangzhou government 3 years ago.
023.HK was to be argued by those few major shareholders.
011.HK was too expensive for HSBC or sold in open market.
$$$
626.HK ... Never give up! Never surrender!
^_^
I hope so.
刪除