恆生銀行(011)剛公佈全年度業績 稅前利潤跌33%至194.1億元 股東應佔溢利 同樣跌33%至166.8億元 全年派息5.5元. (上年派息8.2元) 恆生引以為傲的股東權益回報率亦由15.2% 大減至9.6%. 股東權益1832億元 相對市價 PB1.62倍 應是全球估值最[貴]的銀行股. 恆生向來是香港經濟的寒暑表 本地經濟正處嚴峻困境 恆生業績不妙 亦不難料到. 現價155.5元 市盈率17.8倍 股息率3.5% 市值2972億元.
後記: 恆生表現都如此 中銀香港(2388)及東亞(023)的業績 想也難寄以厚望. 個人認為匯豐及恆生的業績實在一般 但市場話符預期 股市是$多者話事 其他的全屬次要.
From now on, judgement dates begin!
回覆刪除1883.HK shall announce its full year results + final dividends on 4Mar2021.
At present market prices, 1883.HK is "relatively cheaper" than those related telecom cos, such as 941.HK, 762.HK and 728.HK.
^_^
Btw, just learnt many China 5G prospects from MWC held in Shanghai.^^
刪除I got too much telecom stocks such as 008 & 215 .
刪除