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免責聲明:本網誌純屬個人文章, 所有評論全是表達個人意見, 絕對不應視作為投資見議. 本人同時不能保證文章內容的確實性. 讀者必須自行判斷和研究. 至於讀者的一切投資決定, 不論成敗得失. 一概與本人無關.

2020年11月5日星期四

Every dog has his day.

長和近年傷盡fans心 今天終籍箸出售歐州電訊基建資產消息(仍末落實) 股價大升4.25元或8.76% 長和Nav高達120.4元 市價才52.75元 每出售一項資產 只要不虧損 對長和的影響均屬正面 而李家父子都算公正 近期只增至長實(1113) 無增持長和(001) 並無做春江鴨行為.

長和現價52.75元 市盈率5.1倍 股息率6% 市值2034億元.

利益申報: 本人持有長和股票權益.

8 則留言:

  1. I wonder why no any analyst mentioning 001.HK's Husky Energy 3rd quarter 2020 results. It announced on 30Oct2020. It posted a loss of CAD7.081 Billion! 001.HK has to suffer a certain proportion of this loss in this 3Q20. (The Husky-Cenovus Merger will only be occurred in early of 2021!)

    Certainly, now 001.HK can cover all of this loss by above deal.

    But 001.HK's NAV/share must have a discount when taking into account Husky's results in this 2020.

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    1. P.S. Husky was already suffered a significant loss in Jan~Jun2020. If we consider the present oil price (still only around US$40), it is not unusual to predict Husky's results in this 4th quarter 2020 is still making losses.

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    2. 001.HK is "cheap", but it have too many old economy stocks.

      For long run investors, 941.HK & 1883.HK are "cheap", high dividend yields, and both of them are purely focus on telecommunication businesses.

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