幾年前友人收到先人的禮物, 一些港通控股(032)股票, 問我應否沽出, 我話既然係長輩禮物, 反正銀碼不大, 又派息穩定, 勸他留作記念吧! 想不到上星期港通主席張松橋會提出自願性有條件全面現金要約收購全部股份*，每股現金作價14元. 友人的長輩真係有靈,不過若係我現價一樣不會賣, 那份心意留作紀念比取回十多萬現金更具意義.
人民幣中間價續上調84點, 報6.7591兌一美元逾十六個月高. 航空股、 紙業股 這類收入主要係人仔, 支出外幣份額重的行業, 當然會受惠, 可惜我沒有相關股份. 而內子只得幾萬人仔存款, 幫助有限.
*要約截止後,張氏擬持續經營集團之現有業務,並維持股份於聯交所的上市地位.
Billy Sir,
回覆刪除Good morning!
Mr. Cheung is clever. He is now only holding 22.6% of 032.HK. He wants to hold much more(Upper limit:75%) but is willing to pay HK$14/share only. I calculate 032.HK's NAV is now at around HK$22~HK$25.
Recently RMB currency & A shares are both gradually stronger, I guess China insurance cos. would be much benefited.
I dislike airlines cos. It's hard to predict when they would earn money again.
Good Luck Everybody!
^_^
P.S. I have 2628.HK & 601318.SH.
刪除I dislike airlines stock, but every dog has his day
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