煤氣(003)向來給投資者安全和穩定的感覺 長期股價的優良表現 就更加深了股民信心. 但還不到兩年前 情況開始有了改變 股息例增10%的優良傳統亦不再維持 年年10送1紅股 也於去年改為20送1. 這無疑表明煤氣的盈利增長遇到阻力.
集團的核心利潤是香港的壟齗性煤氣服務 但我自己多年來交的電費 就比煤氣費多出幾倍 雖然煤氣在內地的燃氣有不少投資 但涉及民生 估計亦難以提供厚利. 集團近期連派息增長率都保不住 評價自然會有所降低. 而且快將公佈去年全年度業績 到時就可見真章.
現價11.68元 市盈率29.7倍 股息率2.85% 市值2075億元.
410有动静。这次似有模有样
回覆刪除NAV折讓好大,有賣資產套現憧憬 但這股我不熟.不敢買.
刪除Good morning Billy Sir^^,
回覆刪除My little thinkings about Towngas:
Bonus shares add no value to a company, except incurs administration costs. But "normally" it stimulates investors' imagination and so stimulates the share price as a result.
I prefer to look at fundamental financial data. Few years ago, when I looked at its P/E ratio, NAV Per Share, Profit Growth Rate, ... I lost my interest on it by that time.
Now considering its 2020 6-months results, together with its present market price, ... I still have no interest on it.
I think so.
刪除I prefer 002
刪除I prefer 941.HK because:~
刪除More Cash Rich + Higher Dividend Yield + Lower PB + 5G+ new economy + america funds are forbidden to buy!^^
P.S.
刪除Stock investment is to make choices.
I prefer to hold "relatively cheaper/better" stocks for long run dividends income.^^