股市弱但購買力不弱, 現今市勢係十年內最差, 而且仍未能見到半點曙光, 但好多靚股股價仍末創新低, 個人覺得現在值博率仍不足. 若真的有大調整, 不要貪[平]買粉絲, 魚翅亦要選最粗的, 行業要明解佢如何運作, 吾係名牌; 負債重; 派息差; 現金流弱免買. 現在現金為王, 戒急戒用, 慢慢選慢慢簡.
*現今的投資者真係成熟了好多, 2003年沙士, 港燈股價調整到股息有7%, 現今的港燈信託(2638)得5.1%, 而且大有可能會減派. 當年的港燈集團, 比現今的港燈信託優質好多, 保障盈利率較高, 負負比率亦較輕, 股息未減派過.
Billy Sir,
回覆刪除Good morning.
I think 2638.HK has been overvalued.
And I also think that it should not be a representative for those "making profits blue chips" with "relatively high dividend yields" and are trading at "reasonable prices", e.g. 001.HK; 005.HK; 016.HK, ... though I have no ability to guess their bottom share prices in any year.
^_^
P.S. I have 001.HK; 005.HK & 016.HK.
刪除I have 001 and 005
回覆刪除Good Lucks to them!
刪除^_^