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。
收費公路和物業一樣 位置係重中之重 深圳高速因而可較一般公路股看高一線 國企背景 信心應比民企更強 往績基礎溢利及派息良好 每股資產淨值9.14元 現價6.68元* 較其A股有32.5%折讓 市盈率5.21倍 單看數據實屬偏低 股息率8.67%**頗為吸引.
*52週新低 理論上更抵買 但要衡量是否有春江鴨行為.
**因屬國企H股 需繳付10%股息稅.
I don't recommend 548.HK and those same field stocks:1. 2020 6-months results was too bad.2. Honestly speaking, PB is not attractive.3. Government policies: "10.1" holidays no income.Instead, I recommend 2666.HK & 811.HK(=601811.SH)^_^
P.S. 2666.HK is a China hospital stock, while 811.HK is a China education stock.
P.S. 2666.HK & 811.HK would not be affected by America restrictions on China.
我都對深圳概念股份有興趣！
深圳高速的確系唔錯,,深圳呢個地方真系除左上海之外,已經系第二大城市 有科創中心 股票市場 港口等資源比其他城市更有優勢
I don't recommend 548.HK and those same field stocks:
回覆刪除1. 2020 6-months results was too bad.
2. Honestly speaking, PB is not attractive.
3. Government policies: "10.1" holidays no income.
Instead, I recommend 2666.HK & 811.HK(=601811.SH)
^_^
P.S. 2666.HK is a China hospital stock, while 811.HK is a China education stock.
刪除P.S. 2666.HK & 811.HK would not be affected by America restrictions on China.
刪除我都對深圳概念股份有興趣！
回覆刪除深圳高速的確系唔錯,,深圳呢個地方真系除左上海之外,已經系第二大城市 有科創中心 股票市場 港口等資源比其他城市更有優勢
回覆刪除