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.

2020年1月10日星期五

走寶

迪生創建(113)一單交易賺九億元, 相對當時其約15億元市值, 相當利好. 迪生今早復牌後升逾四成, 曾高見5.52元. 但這類資產折讓大的股票甚多, 外人買入如守株待兔, 並不容易買中.
現價5元 市盈率4.94倍 股息率7% 市值19.7億元
*網友[Student]曾多次提點買入此股, 恭喜他守得雲開見月明, 我當然又走寶, 但並不覺得可惜, 因有些$自知無本事賺到.

5 則留言:

  1. Billy Sir,

    I am just lucky.

    I see 113.HK is a "net net cash" company.(i.e. net off all liabilities still have net cash!)

    At 30Sep2019, its NAV = HK$6.20/share(already ex. div @HK$0.08/share), of which "cash per share" > HK$4/share.

    Now this deal makeing its NAV becomes HK$8.50/share, of which "cash per share" should be around HK$7.00/share.

    Returns come from good managed enterprises. And I learn that Sir Poon(Chairman) is a honest and generous man.

    I feel comfortable and safe in holding 113.HK for long run dividends income.

    ^_^

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    1. P.S. Other "net net cash" companies: 398.HK; 450.HK; 1122.HK

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    2. 不得不讚賞學生兄的眼光,雖然hard sell了一點。

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    3. Thanks.

      I only recommend("hard sell") those listed stocks I have studied its financial accounts and I am really holding them.

      ^_^

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