領展和置富房產信託基金均以經營商場租務為主，論資產發展潛力及規模，領展應勝一籌。但論收益率，資產折讓及市盈率，置富則較佳，領展是恒指成份股，估值必然會較為偏高，而本人則認為置富較為[便宜]。
領展(823) 置富(778)
收益率 2.79% 4.78%
市盈率 7.08倍 3.46倍
每股市價 97.2元 10.8元
每股賬面值 89.4元 16.6元
總市值 2050億元 208億元
For long run investment, an investor has to "think"(fully understanding) which one can let him/her sleeping well at nights.
回覆刪除I have 778.HK. It shall announce its 2019 interim results on 26Jul2019. I expect this time interim dividends would be "not good" because of the refurnishment work in Fortune Kingswood.
But I still want to keep it, cause I cannot find alternative yet to do "stocks switching" at this moment.(It still has "low enough" PB c.f. 823.HK)
P.S. I also have 435.HK. I weight it more than 778.HK in my stocks portfolio.
^_^
823的確偏高，但也可能愈來愈高，不宜食息者。
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