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。
我諗佢都唔會再買咁多本地資產呀~ 佢自己都講過話只會投資有法治既地方~ 錢同命~ 我諗佢保住自己個仔條命先呀~
言重了.
Billy Sir,Base on updated market prices, and financial data on 31Dec2019,1113.HK's PB = 0.51; Div. Yield = 4.40%p.a.1038.HK's PB = 0.96; Div. Yield = 6.07%p.a.0001.HK's PB = 0.43; Div. Yield = 6.14%p.a.Same management, ... if just consider PB & Div. Yield, it seems that 001.HK is most attractive!P.S. Honestly speaking, I have 001.HK. ^_^
I also get 001
長和系資深顧問李嘉誠及主席李澤鉅續增持長實股份。一間由李嘉誠（環球）基金會全資擁有之公司於今年６月２４日、２６日、２９日及３０日，以平均價每股４７﹒５５２５元、４７﹒３４６２元、４６﹒６９３３元及４６﹒１８２８元購入長實共２６０﹒４５萬股，涉資１﹒２１億元。 增持後，李嘉誠於長實的持股量由３５﹒２％增至３５﹒２７％，李澤鉅持股量由３５﹒２７％增至３５﹒３４％。https://www.etnet.com.hk/www/tc/stocks/realtime/quote_news_detail.php?section=related&code=02909&newsid=ETN300703331
如無誤會, 街貨應只有不足三成
Not this. Li's family should just hold 35.34% in total.Most Li+x and VictorLi's shares are same/overlapped in the Trust. The disclosure has to identify their individual names because VictorLi is the chairman and Li+x is a senior consultant.
對呀!李家父子有>30%長實股票係同一批股份.所以街貨應>60%
I have 1 too.However, the son does not have his father's charisma.
I have 001 too, big crab!
增持控股權因素多, 始終不計及友好人士, 李家只控約35%, 至少好似以前長江咁增持到40%先叫安全D加上長和系雙旗旗艦, 係環球疫情及政局動盪下, 1113的盈利能力更加清晰, 現金流及資產價值比起1號更加穩定及可見, 受外圍環境因素的影響更加小1號我想要有大型分拆例如電訊業務上市才可再度刺激股價上升1113比較傾向逐向出售資產換馬, 加強經常性收入以維持股息增長
近幾年,001 1113表現都不好
1113 好似係香港有成十間酒店~ 無得現金流LA~ 真係疫情無左~ 局勢又無事~ 美國又唔打壓你~ 先好諗1113 ~ 李家可能為控制權~ 我地D 散既跟佢入真係唔知為乜~
投資想法有異 正常不過.
我諗佢都唔會再買咁多本地資產呀~ 佢自己都講過話只會投資有法治既地方~ 錢同命~ 我諗佢保住自己個仔條命先呀~
回覆刪除言重了.
刪除Billy Sir,
回覆刪除Base on updated market prices, and financial data on 31Dec2019,
1113.HK's PB = 0.51; Div. Yield = 4.40%p.a.
1038.HK's PB = 0.96; Div. Yield = 6.07%p.a.
0001.HK's PB = 0.43; Div. Yield = 6.14%p.a.
Same management, ... if just consider PB & Div. Yield, it seems that 001.HK is most attractive!
P.S. Honestly speaking, I have 001.HK.
^_^
I also get 001
刪除長和系資深顧問李嘉誠及主席李澤鉅續增持長實股份。一間由李嘉誠（環球）基金會全資擁有之公司於今年６月２４日、２６日、２９日及３０日，以平均價每股４７﹒５５２５元、４７﹒３４６２元、４６﹒６９３３元及４６﹒１８２８元購入長實共２６０﹒４５萬股，涉資１﹒２１億元。
回覆刪除增持後，李嘉誠於長實的持股量由３５﹒２％增至３５﹒２７％，李澤鉅持股量由３５﹒２７％增至３５﹒３４％。
https://www.etnet.com.hk/www/tc/stocks/realtime/quote_news_detail.php?section=related&code=02909&newsid=ETN300703331
如無誤會, 街貨應只有不足三成
刪除Not this. Li's family should just hold 35.34% in total.
刪除Most Li+x and VictorLi's shares are same/overlapped in the Trust. The disclosure has to identify their individual names because VictorLi is the chairman and Li+x is a senior consultant.
對呀!李家父子有>30%長實股票係同一批股份.所以街貨應>60%
刪除I have 1 too.
回覆刪除However, the son does not have his father's charisma.
I have 001 too, big crab!
刪除增持控股權因素多, 始終不計及友好人士, 李家只控約35%, 至少好似以前長江咁增持到40%先叫安全D
回覆刪除加上長和系雙旗旗艦, 係環球疫情及政局動盪下, 1113的盈利能力更加清晰, 現金流及資產價值比起1號更加穩定及可見, 受外圍環境因素的影響更加小
1號我想要有大型分拆例如電訊業務上市才可再度刺激股價上升
1113比較傾向逐向出售資產換馬, 加強經常性收入以維持股息增長
近幾年,001 1113表現都不好
刪除1113 好似係香港有成十間酒店~ 無得現金流LA~ 真係疫情無左~ 局勢又無事~ 美國又唔打壓你~ 先好諗1113 ~ 李家可能為控制權~ 我地D 散既跟佢入真係唔知為乜~
刪除投資想法有異 正常不過.
刪除