免責聲明:

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.

2021年2月25日星期四

希慎興業(014)全年度業績

營業額37.1億元 按年跌7% 期內盈轉虧 錄得虧損25.47億元. 每股虧損2.44元. 但這是因為涉及投資物業公平值變動所導致 若撇取減值 經常性基本溢利錄23.98億元 按年跌7.3% 全年股息為1.44元 與上年相同. 集團財政相當保守 屬淨現金額水平 期內動用9600萬元回購390萬股 平均價約24.6元 物業估值約750億元 2020年底每股資產淨值70.9元。 

現價33.25元 市盈率14.4倍* 股息率4.33% 市值345.7億元.

希慎屬安全穩陣股 管理層只需在現價水平 盡力回購股份 已是極佳的投資行動.

*只計經常性基本溢利.


9 則留言:

  1. I don't want it exercises "share buybacks" at PB >0.40, i.e. @>28.36. There were so many days available for it to buy back shares in last year.

    I recommend it paying more dividends, especially after it begins to sell the Tai Po luxury residential project.

    ^_^

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  2. Btw, among the so-called local "3 investment treasures" : 086.HK, 626.HK & 900.HK, 086.HK's PB is the lowest!

    086.HK's NAV/share at 30/6/2020 = HK$10.41

    I guess its updated NAV/share would be HK$10.50 ~ HK$11.00

    Market price is now HK$3.35, so that its PB is only 0.30~0.32!

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    1. Besides UA Finance(Yes, UA!), it have significant direct & indirect investments. I think 086.HK would be much benefited in recent months performance of global stock markets.

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    2. Anyway, 086 is not my cup of tea

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  3. 14与480合资地盘开售,对480利好

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  4. 希慎及新地是我除了房托外最喜愛的地產發展及收租股,14早前己食糊走咗。已經當收左兩年息,市低啲再入過

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