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11月17日星期三

買入載通

以13.1元買入一萬股載通國際(062)。

買入原因 :祈望疫情放谖 巴士承峉回復正常 市賬率0.45倍 公用股僅此一家 資產淨值131.57億元中有33.67億元是發展中投資物業(觀塘巧明街商廈一半權益) 。這項資產現今為零收溢 但不出年半就可提供可觀的租金收入 亦可憧憬將此商廈一半權益 賣埋給母企新地 又如以前般派送特別息 還有一個不理性的買因 就是筆者對062的深厚情意結!

現價13.12元 巿盈率3.11倍 股息率3.81% 市值61億元。


7 則留言:

  1. Billy Sir,

    Just my observations:~

    Comparing 062.HK's balance sheets as at 30/6/2021 with 31/12/2020:

    its total "Bank Fixed Deposits" + "Bank And Cash Balances" was decreased by HK$1B, while its total "Bank Borrowings" was roughly the same(slightly increased by HK$0.355M).

    At 30/6/2021, its total bank borrowings are more than its total bank & cash balances by HK$1.83B.

    Thus, I am afraid it can only pay little dividends in coming 1 year, unless it sell the above property as you mentioned above. But I think it will repay quite a certain amount of bank borrowings first before paying any special dividends.

    Anyway, my thinkings can be 100% wrong.

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    1. P.S. Just noted 062.HK has another 50% interest in 1 Kin Hong Circuit, Tuen Mun, also to be developed with 016.HK. The estimated development cost is HK$5.8B and so 062.HK should have to contribute HK$2.9B over the construction period.

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  2. 我早幾年高位
    就等緊巧明街個收入
    但應該有排等

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    1. 2022年底有入伙紙 我估可能會賣埋給新地 然後分錢 因有太多經常性收入 不利巴士申請加價

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  3. 以前都鍾意載通,但係近呢幾年香港環境受到影響,嗰啲基本因素全部有變,唔知幾時先可以恢復正常股息派,如一定要買我寧願買港鐵,呢二年高下立見

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    1. 我对062有深厚感情 有可能影響判斷😢

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