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1日星期一

高鑫零售(6808)

剛公佈2020度全年業績,收入按年升0.1%。純利按年升1.3%,不派末期息。而往年則派0.15元。業績公佈後,今早股價曾調整近5%;看來投資者對業績並不收貨,就算有阿里巴巴招牌照著的作用亦有限。

2011年高鑫上市 IPO價7.2元 10年後股價才7.71元 成績實在一般,派息往績亦時好時壞,上年度股息更首次欠奉,除非涉及私有化,否則高鑫的投資價值確實一般。

*2017年11月20日阿里巴巴(9988)以每股6.5元,斥資161.32億元入股24.82億股,即26.02%,同時亦以62.93億元買大股東吉鑫股份的19.9%,交易完作後,阿里持有高鑫零售約36.16%股權。

8 則留言:

  1. 有時唔到你唔信,大戶掌握了所有數據,震倉到$45.85,收曬你啲貨,即市反彈上$55。

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  2. I think no matter new or old economy stocks, fundamental financial data are still important in making investment decisions.

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    Btw, 086.HK is likely to acquire PrimeCredit. 086.HK is halted this morning.

    086.HK already has UA Finance. UA Finance already have China businesses.

    The market share of "UA Finance + PrimeCredit" must be the biggest in Hongkong.

    Let's see what happens ...

    ^_^

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    1. Anyway 086 is undervalued Nav over $10

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    2. And its Dividend Yield = 8.18%p.a.

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      Market predicts the acquisition would be HK$3.9B.

      086.HK had "bank balances & cash" HK$7.5B at 30Jun2020. Together with sales proceed of selling 30% SHKFGL(announced on 17Nov2020), 086.HK must have enough money to acquire PrimeCredit.

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