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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.

2019年9月24日星期二

新創建18/19年度業績

新創建集團(659)全年度業績,差強人意,純利、收入、毛利、派息均有明顯下調,融資成本卻增加。
集團為綜合企業,涉及建築、設施管理、交通、道路及航空。頗為複雜,深切研究並不容易,主力收入亦欠穩定性,而大股東專長地產業,新創建佔比例甚輕,只有租金收入0.47億元。
財務概況:淨債務比率近乎零,持有現金儲備150.5億元,淨債務僅0.1億元,頗為良好。
現價12.76元 市盈率12.3倍 股息率4.54% 市值499億元

20 則留言:

  1. 659.HK's results only reflected its businesses upto 30Jun2019.

    But we all know that our economy in Jul, Aug, Sep and coming Oct are much worse than Jun2019.

    I guess it may pay even lesser dividends in coming year.

    ^_^

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  2. 走左先聽日. 呢個業績真係差.

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  3. 我平均價都14蚊
    輸緊 但可能都要守一段時間
    或者沽一半
    佢有唔少業務都唔係香港
    城巴可能又會賣
    希望唔會太差

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    1. 如果無減派息就無咁傷. 不過派息減得太多.

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    2. 對此股有點保留,保險難經營,因規模不夠。

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    3. 我均價都13.95@28000股,無眼睇

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    4. 吸取教訓,下次小心點,否則今次蝕的$就全無價值,股市老兵有誰冇蝕過大大獲?

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  4. I think many growth potential in 659 in next 5 years...

    1. Insurance biz later can provide cheap funding

    2. Aircraft leasing is no 10 in world

    3. Contract on hand is 300 億。

    4. Hk bus may be sell

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  5. All these not so impact by hk condition or hk protests at all!

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    1. I suggest to buy those purely "without" HK business stocks, e.g. some high dividend yield China enterprises.

      My recommendations: 107.HK; 811.HK; 1829.HK; 2666.HK

      ^_^

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    2. OR

      A Macau and 5G concept telcom stock: 1883.HK

      ^_^

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    3. student兄,2666有何賣點?

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    4. Hi Topow,

      2666.HK has low P/E and around 5%p.a. dividend yield, yet these are not special things for China enterprises ...

      But I see its 6-months results:~

      Total turnover: RMB31.95 including

      1. Financial businesses turnover(RMB24.72) raised by 21.3% and have been always making profits;

      and the most important is:

      2. Hospital businesses turnover(RMB7.24) raised by 1170% and begins "making profits"!

      Also, it has "progressive" dividend pay-out records ... though not too long.

      It seems that 2666.HK will become a successful China hospital business enterprise.

      ^_^

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    5. 之前都有留意2666,佢做醫療融資,唔係做前線(唔會為賺錢將成本直接輻射到受眾),平台性質,對象多是醫院。同時又食正日後對醫療日漸倚重之風。可惜我仲未太明呢間公司詳細點運作

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  6. 派息減就已經係硬傷了.

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