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。
貴為誠哥投資旗艦 每股資產淨值120元 而現價得49.1元 長和(001)表現真令人失望 對於我七字頭的存貨 早已有點心灰 幸貨不重兼仍有息收 就放埋一邊算了 止蝕嗎? 又不甘心 老散常熊 明知故犯. 溝貨嗎? 可能只會錯上加錯 要買不如買佢孖生兄弟長實(1113)好過. 起碼前景易看些 又有套現憧憬.
長和現價49.2元 市盈率4.75倍 股息率6.45% 市值1895億元
困在家太耐 悶得肯 到街外跑步空氣又差 難得健身室開番 就去舉下重 但帶著口罩好辛苦 練了一陣就吾夠氣.
001.HK have fruitful hidden assets, some are ready for independently listings.Seems 001.HK's share price depends on Victor Li thinkings!
The best Li family 's assets just like Zoom Facebook Spotify, are in Horizons Ventures not in 001
If all these assets are included in 001.HK, it would not be now <HK$50. I read from aastocks.com, the followings are 001.HK's hidden assets ready for independently listings: 1. CKH Europe Wireless Towers2. Hutchison China MediTech^_^
1113.HK is repeatedly bought by Li's Family recently, yet it seems investors do not "buy" it because it cut the 6-months interim dividend! Now investors expect its 2020 total dividends are at around 65% of 2019's dividends.65% x HK$2.10(2019's dividends) = HK$1.365(2020's dividends)Its updated dividend yield is only 1.365/38.35 x 100% =3.56%p.a.! If so, why not buy 016.HK or else?
I still prefer 83
No problem. The point is 1113.HK "may not" be the best.^_^
誠哥股問題係無人炒...好難上到去
🤣
小心, 帶口罩去舉鐵或跑步唔夠氧氣會暈低, 要帶就要運動專用口罩
謝提點,我會小心👌
001.HK have fruitful hidden assets, some are ready for independently listings.
回覆刪除Seems 001.HK's share price depends on Victor Li thinkings!
The best Li family 's assets just like Zoom Facebook Spotify, are in Horizons Ventures not in 001
刪除If all these assets are included in 001.HK, it would not be now <HK$50.
刪除I read from aastocks.com, the followings are 001.HK's hidden assets ready for independently listings:
1. CKH Europe Wireless Towers
2. Hutchison China MediTech
^_^
1113.HK is repeatedly bought by Li's Family recently, yet it seems investors do not "buy" it because it cut the 6-months interim dividend!
回覆刪除Now investors expect its 2020 total dividends are at around 65% of 2019's dividends.
65% x HK$2.10(2019's dividends) = HK$1.365(2020's dividends)
Its updated dividend yield is only 1.365/38.35 x 100% =3.56%p.a.!
If so, why not buy 016.HK or else?
I still prefer 83
刪除No problem. The point is 1113.HK "may not" be the best.
刪除^_^
誠哥股問題係無人炒...
回覆刪除好難上到去
🤣
刪除小心, 帶口罩去舉鐵或跑步唔夠氧氣會暈低, 要帶就要運動專用口罩
回覆刪除謝提點,我會小心👌
刪除