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3月4日星期三

高息股

據網友止凡兄估計,因近期出售資產,令迪生創建(113)現金大增,每股持有淨現金約6.5元,相比現價才4.68元,十分超值。集團往年派息每股0.35元,估計潘生今年就算不派特別息,也不會減息呀!現價有超過7%股息也蠻不錯。網友student曾多次推介迪生,可惜成交少,買/賣皆難,而沒有跟買,走寶了!
現價4.68元 市盈率4.62倍 股息率7.47% 市值18.4億元

2 則留言:

  1. Billy Sir,

    Good morning.

    My calculation is :

    113.HK's "Bank Balances & Cash" should be approx. HK$7/share after selling the US stock because:

    Sales proceed = HK$1.15B, of which realised profit = HK$0.929B

    And total number of issued shares of 113.HK is 0.3942B.

    So, from the sales proceed, 1 share 113.HK released "cash":

    1.15B/03942B = HK$2.9173/cash per share

    At 30Sep2019, 113.HK had "Bank Balances & Cash" approx. HK$4.20/share(already net of all bank borrowings),

    So, HK$4.20 + HK$2.92 - HK$0.08(interim dividend paid)

    = HK$7.04/cash per share

    And as such, 113.HK's NAV should be updated to HK$8.50/share.

    Conclusion: Sir Poon(Chairman of 113.HK) is quite smart!

    ^_^

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