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。
維達(3331)業績不錯 股價亦有所表現 升了6% 現價市盈率18.2倍 股息率1.6% ; 恆安(1044)貴為行業龍頭兼藍籌股, 去年溢利增長25.4%; 股息亦由2.48元 增至2.89元. 近三個交易天均每日回講40萬股, 回購價與現價相約. 個人看好人民幣及內需前景, 筆者先入一注作貨底. 恆安現價51.55元 市盈率11.1倍 股息率5.78% 市值611億元. 末期息$1.55 五月二十日除淨.
恒安确实有点奇怪，去年大股东在60元以上增持了好几次，今年公司又不停回购，但股价却跌到近年低位。
當年被老外唱衰,後證實無事,更有信心,輕注問題不大.
識貨
勝負仍末知😢
At 31Dec2020:1044's "Bank Balances& Cash"(including fixed deposits) = RMB24.0BWhile there were "borrowings" totally = RMB20.8B 1044.HK's NAV = HK$19.4, now share price = HK$51.53331.HK's NAV = HK$ 9.7, now share price = HK$28.0
P.S. From aastocks.com; Ex. rate using RMB1 = HK$1.1919
626.HK ... ?
big crab😂
哩隻內需股我都留意咗好耐，一於照跟B哥
good luck
恒安确实有点奇怪，去年大股东在60元以上增持了好几次，今年公司又不停回购，但股价却跌到近年低位。
回覆刪除當年被老外唱衰,後證實無事,更有信心,輕注問題不大.
刪除識貨
回覆刪除勝負仍末知😢
刪除At 31Dec2020:
回覆刪除1044's "Bank Balances& Cash"(including fixed deposits) = RMB24.0B
While there were "borrowings" totally = RMB20.8B
1044.HK's NAV = HK$19.4, now share price = HK$51.5
3331.HK's NAV = HK$ 9.7, now share price = HK$28.0
P.S. From aastocks.com; Ex. rate using RMB1 = HK$1.1919
刪除626.HK ... ?
刪除big crab😂
刪除哩隻內需股我都留意咗好耐，一於照跟B哥
回覆刪除good luck
刪除