亞洲水泥(743)中期收入增加23%; 溢利增22.2% ;若化作年計 今年市盈率僅2.11倍; 超吸引, 財政情況良好: 集團負債比率約為28%.手持71.15億元現金儲備. 就算遇到短期困境, 資金流亦問題不大. 現價5.52元 往績巿盈率2.71倍 股息率11% 市值86.5億元 股東資金回報率l6.53%。主要風險: 未來供應大過預期 供過於求; 煤價 電價上升及評論者(即本人)对水泥行業半知1/4解. 利益申報：本人持有上述股票權益(剛於5.52元買了一注)。
*我對水泥業全無認識, 但又冇高人賜教, 惟有自己博下 錢是自己的 就由自己負責.
Billy Sir,
回覆刪除I read from aastock.com 743.HK 27/7/2021 news :
Cement price touched the top at Mid of May2021: @RMB483.72/ton, but after 4~5 times cut price, it accumulated a decrease of RMB200/ton.
But it also claimed that the CEMPI was decreased from 159.34(Mid of May2021) to 139.38(23/7/2021) only, i.e. only dropped 12.5%.
I can't understand. What was wrong?
Btw, 1918.HK shall be ex. div.(@HK$2/share), tomorrow!
刪除Who care
刪除Maybe I will sold it a few hrs later
刪除