後記: 恆生指數收報28,913升333點 成交額2,811億元 騰訊(700)單股成文1486億 佔全日大市總成交額52.8% 而股價全日調整9.5元或1.5% 比預計中好得多.
Aeon(900)業績公佈業績前一刻 股價仍有少許升幅 保密功夫真做足 溢利跌了18.5% 全集中在下半年 派息也破了例增紀錄 以公司作風肯定是逼不得以 何況公司財力明明是有能力維持派息 見勢色不對 即食糊執了逾兩千元. 沽了Aeon換馬至鴻興(450) 其業績早已公佈 0.1元末期息仍未除淨 1.32元補回5萬股 希望能吃多轉.
題外話:據花旗銀行報告 香港千萬富翁達51.5萬人 資產主要為物業重達71%及股票佔7%. 但老外可能不知香港米貴 一千萬元在香港根本不能叫富翁 我亦末見過富翁的住處 不夠三個車位大 (灣仔三百幾呎樓賣過千萬元).
In fact, Aeon(900.HK)'s balance sheet is healthier:~
回覆刪除It have more "bank balances & cash" + lesser "bank borrowings".
At 31Dec2020,its NAV was at historical highest: @HK$8.17/share.
The most disappointment should be the new Managing Director(recruited since 23Jun2020) "too mean" in the dividend payout %.
900.HK earns HK$0.72/share. In view of its cash position, it can easily pay total year dividends @HK$0.44/share, yet now it only willing to pay @HK$0.40/share.
I expect the major shareholder, Aeon Inc of Japan, may follow up this issue.
P.S. 900.HK's quarterly profits analysis were "not bad":~
1Mar~31May2020 HK$75M
1Jun~31Aug2020 HK$77M
1Sep~30Nov2020 HK#78M
1Dec20~28Feb21 HK$72M
Remarks: The first 3 quarters included totally HK$12.6M ESS Subsidies from Government.
^_^
Correction: Should be at 28Feb2021, its NAV was at historical highest: @HK$8.17/share.
刪除I sold it and got profit over $2000.
刪除Thanks again
刪除香港千萬富翁多其實也是物業貴關係，7成是物業,擁有一個住宅單位閒閒地已值700萬,再加300萬股票或其他,確實很多人都有
回覆刪除股災香港死不掉,樓災就死得人多,上網看2003年新聞就知.我自己在香港只買過一次樓 自住至今.
刪除Donki 對 aeon 有負面影响…
回覆刪除Do you mean 984.HK(Aeon Stores)? ... while 900.HK(Aeon Credit) is doing credit cards and loan businesses.
刪除Anyway, I note that 984.HK's full year sales amount in Hongkong stores was increased from HK$4239M(y.e.31/12/2019) to HK$4894M(y.e.31/12/2020), i.e. an increase of 15.45%.