2021年9月29日星期三

中國奧園(3883)

集團上半年營業額增15.1%;賣樓收入增8.5%;毛利降1.8%;應佔利益降13.6%。

往績:近5年盈利及派息均年年上升。現價3.88元 巿盈率1.48倍  股息率23.6% 市值104.6億元。

近況:恆地李家傑買入3.85%(1.07億股)新股 每股作價3.708元,涉及資金4億元;奧園又以同價向控股股東Joy Pacific發行1.61億股(5.46%),涉及資金6億元。

風險:內房業正處多事之秋,而奧園亦具行業普遍現象,負債高。集團截止今年六月底淨負債比率80.7%。


5 則留言:

  1. "Mr. Lee + No.1 shareholder" together only contribute RMB1B to the company!

    It seems the action is just a window dressing and wants to attract market funds to push share price.

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    1. Btw, I can't understand why yesterday 1:00~2:00p.m. 900.HK has a seller repeatedly sold 900.HK at HK$4.86~4.88. He/She should read the interim accounts first before selling! (Maybe this is the market!... so sad!)

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    2. Did you think the fund manager are fool

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    3. Billy Sir,

      I have no special feeling about the word "Fund Managers". To my knowledge, they are just ordinary man, just like you/me. Usually, they have higher academic backgrounds than most people.

      To my knowledge, stock market investment performance is not depending on academic background. Do you agree with this?

      As such, there are wise fund managers, but there should be some fools or lazybones(do not read updated financial accounts!) as well.

      ^_^

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