座右銘: 要幸福其實好簡單, 與人為善, 好好珍惜已擁有的, 活在當下, 活好每一天。
大型內銀給投資者的印象多是管理質素相差不大 穩穩陣陣 低市盈率 高股息. 但大行中有間經營得特別出色 招商銀行(3968)剛出季度業績 收入增11.1%; 盈利增15.2%; 不良貸款率減1.02%; 貸款撥備減0.2%至4.47% 財務數據相當好. 若然與工、建、農、中 四大行相比 招行自然是小弟弟 其實它的規模絕不小 總資產是恆生銀行逾六倍. 招行現價63.35元 市盈率14倍 股息率2.35%. 好貨自然多人識欣賞 因而估值亦較其他大行為貴.
133.HK is closed at HK$10.52(+ not yet ex div @HK$0.624/share).At 31Dec2020 133.HK's NAV=HK$39.77/share(31Mar2021:HK$41.89), Of which 133.HK holds around 55,200,000 shares 600036.SH(=3968.HK).600036.HK's market price is now raised to RMB53.30(31Dec2020:RMB43.95).That represents 55,200,000 x RMB53.30 = RMB2,942,160,000= HK$3,495,286,080(if ex. rate at 1.188)Number of issued shares of 133.HK is 152,333,013.So, every 1 share of 133.HK already have:HK$3,495,286,080/152,333,013 = HK$23 of 600036.HK(=3968.HK)
Thanks
133.HK is closed at HK$10.52(+ not yet ex div @HK$0.624/share).
回覆刪除At 31Dec2020 133.HK's NAV=HK$39.77/share(31Mar2021:HK$41.89),
Of which 133.HK holds around 55,200,000 shares 600036.SH(=3968.HK).
600036.HK's market price is now raised to RMB53.30(31Dec2020:RMB43.95).
That represents 55,200,000 x RMB53.30
= RMB2,942,160,000
= HK$3,495,286,080(if ex. rate at 1.188)
Number of issued shares of 133.HK is 152,333,013.
So, every 1 share of 133.HK already have:
HK$3,495,286,080/152,333,013 = HK$23 of 600036.HK(=3968.HK)
Thanks
刪除