座右銘: 要幸福其實好簡單, 與人為善, 好好珍惜已擁有的, 活在當下, 活好每一天。
有些失望..."主席陳斌非常注重股東權益，我曾經問他公司會否有機會減少派息，他很直接地回答相信有生之年也不會看到，公司派息最多只會維持，但絕不會減少。"出自 https://beyondredblog.wordpress.com/ 2019年7月文章
無耐
的確失望
看少隻.
但良心話,88己比不少股厚道
billy兄，大把好股，千萬不要和股票談戀愛!
Thanks,I knew
If 088.HK regularly exercises "share buybacks" instead of buying lands at open market prices, I think it could stand at around HK$8.
Besides 088.HK, 016.HK should also do so.... just my thinkings, ... and uncontrollable.
P.S. Its NAV(including the 35% Sheraton Hotel) was HK$16.35 at 31Mar2020, but the "No.108 Repluse Bay" project was stated at costs(land cost + construction costs) only. If valued at market price, 088.HK's NAV should be >HK$20/share.
Anyway 16 is better than 88
016.HK has the biggest size among local property developers while 088.HK has relatively lower PB.Their updated dividend yields are now roughly the same.^_^
想請問您父親是多久前買入大昌的? 當時跟現在一樣資產大折讓嗎? 看到如今的香港許多地產股估值 市場給這評價擺明就認為這一票都是老千股.... 難以想像
以大昌來說 減息的幅度與股價崩跌的幅度完全不成比例
我那時怎識看有多大折讓,我老爸1973年買,1980年賣了,蝕了好多.講句公道話, 88不算老千股, 比它差的股多得肯.
自2011前賣出一個單邊單位後，就一直空置至今，董事能力可見！
有些失望...
回覆刪除"主席陳斌非常注重股東權益，我曾經問他公司會否有機會減少派息，他很直接地回答相信有生之年也不會看到，公司派息最多只會維持，但絕不會減少。"
出自 https://beyondredblog.wordpress.com/ 2019年7月文章
無耐
刪除的確失望
回覆刪除看少隻.
刪除但良心話,88己比不少股厚道
刪除billy兄，大把好股，千萬不要和股票談戀愛!
回覆刪除Thanks,I knew
刪除If 088.HK regularly exercises "share buybacks" instead of buying lands at open market prices, I think it could stand at around HK$8.
回覆刪除Besides 088.HK, 016.HK should also do so.
刪除... just my thinkings, ... and uncontrollable.
P.S. Its NAV(including the 35% Sheraton Hotel) was HK$16.35 at 31Mar2020, but the "No.108 Repluse Bay" project was stated at costs(land cost + construction costs) only. If valued at market price, 088.HK's NAV should be >HK$20/share.
刪除Anyway 16 is better than 88
刪除016.HK has the biggest size among local property developers while 088.HK has relatively lower PB.
刪除Their updated dividend yields are now roughly the same.
^_^
想請問您父親是多久前買入大昌的? 當時跟現在一樣資產大折讓嗎? 看到如今的香港許多地產股估值 市場給這評價擺明就認為這一票都是老千股.... 難以想像
回覆刪除以大昌來說 減息的幅度與股價崩跌的幅度完全不成比例
刪除我那時怎識看有多大折讓,我老爸1973年買,1980年賣了,蝕了好多.
刪除講句公道話, 88不算老千股, 比它差的股多得肯.
自2011前賣出一個單邊單位後，就一直空置至今，董事能力可見！
回覆刪除