莎莎國際(178)截止今年3月底 全年度業績盈轉虧 蝕5.16億元 亦自上市以來首次不派未期息 而更令投資者氣蝕的 係最新業績(年結後的2020年4月-6月14日)收入也跌近30%. 莎莎亦可算是輕資產公司 16.6億元股東權益 每年做57.1億元生意 環境好時當然無問題 但環境差時薄資產就較為難捱 莎莎國際向以高股息吸引投資者 但集團前景甚為不妙 高股息自然難以維持 現股價雖已調整了不少 但個人認為仍不適宜貪平在現水平買入.
與家人在附近吃pizza 客人不少要排隊 一於多出街用餐 促進內部消費.
178.HK's NAV was decreased from HK$0.8033/share(31Mar2019) to HK$0.536/share(31Mar2020).
回覆刪除Its "bank balances & cash" was decreased from HK$1.14B(i.e.HK$0.37/share) to HK$0.64B(i.e.HK$0.21/share) in this one year.
Just my little thinkings:~
刪除Somebody said, "Investment is simple but not easy." ...
... what stocks markets represented?
178.HK & 341.HK are "famous" local retail stocks, yet no dividends payable now, and their balance sheets are indeed not attractive.
On the other hand, 113.HK & 398.HK are "not so famous", but they can make profits even at hard times and can still pay shareholders quite high dividends.
Is it interesting?
^_^
Sasa情况不妙咗好耐，而家呢个环境真係冇乜投资价值，虽然以前都赚过钱。
回覆刪除看少隻.
刪除畜student推介也不錯
刪除