免責聲明:

免責聲明:本網誌純屬個人文章, 所有評論全是表達個人意見, 絕對不應視作為投資見議. 本人同時不能保證文章內容的確實性. 讀者必須自行判斷和研究. 至於讀者的一切投資決定, 不論成敗得失. 一概與本人無關.

2021年8月3日星期二

滙控業績欠佳

我的財務知識應屬好低級別,但都能看出滙控(005)中期業績其實差徑,最低限度不能說好,稅前溢利108.39億美元(下同) 增長1.5倍;看似甚佳 查實有7.19億元是來自減值回撥,而去年同期則撥備68.58億元,這條數一來一回合共75.77億元,1.5倍的盈利增幅,水份頗重。恢復派中期息僅7仙 而說明季息無了。但往年已停發了四季股息,銀行應儲多了一定資金,恢復派息卻毫無補嘗,看來獅王個袋都不是好鬆動。業績宣佈後,股價仍有得升,證明股民收貨,或許不少股民如家兄般对匯豐情意結好深,獅王恢復派息已心足吧!

2 則留言:

  1. Billy Sir,

    Good morning!^^

    My thinkings about 005.HK:~

    Past 1-year dividends = US$0.15 + US$0.07 = US$0.22/share

    At ex. rate 7.76, US$0.22 x 7.76 = HK$1.7072/share

    Therefore,
    Dividend Yield = HK$1.7072/HK$43.45 x 100% = 3.93%p.a. only!

    It's so Poor!

    Looking back past few years financial results, 005.HK is even worse than some local "small sized" financial institutions, e.g. "Local 3 Financial Treasures": 086.HK; 626.HK & 900.HK.(Actually they are not so small, ... they earned net profit HK$0.3B to HK$2.5B per year!)

    But I see stock markets are irrational, ... always!^^

    回覆刪除