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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.

2020年6月8日星期一

迪生創建(113)

樓下商場又[吉]了幾間舖 全部係個體戶 真希望地產商不要太短視 寧願空置都不肯減多些租 商場愈多空舖 就愈難吸引客人. 肯定會惡性循環 地產商收少些租係賺多賺少問題 我就算係公司股東也會諒解兼不反對 但對那些商場個體戶來說 租金多少可能係涉及開飯問題 .
網友[student]時常推介的-迪生創建 剛公佈全年業績 大數就算不去看 只計全年派息增加57.1%*及公司持有22.6億元淨現金已夠賣點.
現價4.69元 市盈率2.86倍 股息率11.82% 市值18.5億元
*含特別息.

7 則留言:

  1. Not just HK$22.62, at 6Apr2020 it sold Alibaba in USA for HK$0.759 so that updated Net Cash Per Share

    = (22.62 + 0.759)/3.942
    = HK$5.93/share !!

    Besides, at 31Mar2020 it had "Other Financial Assets" HK$14.35(see Note 9 to financial accounts), i.e. 14.35/3.942

    =HK$3.64/share !!

    ^_^

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    1. P.S.
      3.942 is the total number of issued ordinary shares of the company, i.e. 394,202,808

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    2. Another selling point of 113.HK is that it is willing to exercise "share buy-backs" and this can maximise the NAV Per Share.

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    3. If investors compare 113.HK with some so called "famous" local retail stocks such as 178.HK, 709.HK, we can find that the NAV/share of 178.HK & 709.HK were decreasing over past 5 years, but 113.HK was "gradually increasing" from HK$5.30/share(31Mar2016) to HK$7.54/share(31Mar2020).

      P.S. From aastocks.com

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    4. P.S.
      Of course, the most important factors for a successful enterprise are good management and the ability to make profits.

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    5. My last words:
      Share price is unpredictable and uncontrollable by us single individual investors.

      Good Luck Everybody!

      ^_^

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