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。
2021年6月底 華人置業(127)持有投資物業143.87億元；物業、廠房及設備1.47億；物業存貨2.35億；各類存款約11億。流動負債75.84億+固定負債22.54=98.38億總負債。 即只計這部份 華置淨資產約60.3億，而華置現市值42.73億，即市賬率0.7倍。
*以上是基於集團持有177.64億元的各類金融資產變成血本無歸；所有應收賬近6億，一元也收不回及一些未明歸類的資產均為零價值。
**利益申報：本人持有上述股票權益。
Now is 2:30p.m.127.HK = 3333.HK = HK$2.27
My straight talks:~127.HK looks unattractive if PB = 0.7, unless 3333.HK has some residue value ... and if so, ... maybe buying 3333.HK is better than buying 127.HK (I mean when they are in same price now.) although I still have none of them.Anyway, I wish you will be successful.
Btw, I see the Oil Price now stands at +US$70 which should be raised by more than 10% of the average of Jan~Jun2021 ...
Thanks
華置最大問題是家族色彩太濃厚即使以往全盛期數百億市值, 都沒有一間證券行敢cover華置雖然甘比等人表面上主宰董事局, 但我相信背後操刀的都是大劉, 一連串財技同資產轉換, 不相信是甘比能夠想出來, 只是做人頭罷大劉基本上因身體同年紀問題, 已經好難要求佢好似以前咁衝鋒陷陣, 華置如果要從公司層面上起死回生, 都係要搵返一D專業管理團隊去做先得, 否則永遠都係幾十億市值, 比家族炒股票
看完馬經 買多少玩下 看完年報也一樣 上落好細數 無甚麼須憂心
Now is 2:30p.m.
回覆刪除127.HK = 3333.HK = HK$2.27
My straight talks:~
刪除127.HK looks unattractive if PB = 0.7, unless 3333.HK has some residue value ... and if so, ... maybe buying 3333.HK is better than buying 127.HK (I mean when they are in same price now.) although I still have none of them.
Anyway, I wish you will be successful.
Btw, I see the Oil Price now stands at +US$70 which should be raised by more than 10% of the average of Jan~Jun2021 ...
刪除Thanks
刪除華置最大問題是家族色彩太濃厚
回覆刪除即使以往全盛期數百億市值, 都沒有一間證券行敢cover華置
雖然甘比等人表面上主宰董事局, 但我相信背後操刀的都是大劉, 一連串財技同資產轉換, 不相信是甘比能夠想出來, 只是做人頭罷
大劉基本上因身體同年紀問題, 已經好難要求佢好似以前咁衝鋒陷陣, 華置如果要從公司層面上起死回生, 都係要搵返一D專業管理團隊去做先得, 否則永遠都係幾十億市值, 比家族炒股票
看完馬經 買多少玩下 看完年報也一樣 上落好細數 無甚麼須憂心
刪除