Be careful of their high gearing/borrowing level, ... especially usd interest rate is to be going up. Overall these cos have too low profit margins.
I prefer the Big 3 China Telecoms, especially 728.HK and 941.HK, ... if investors are prepared to receive long run(at least 1~3 years) dividend incomes.
Btw, if HK borrowing interest rate can be raised up, some local "loan sharks" should be benefited because of higher loan interest rate, e.g. 900.HK(Aeon Credit); 086.HK(SHK Finance); 626.HK(Public Finance) ... they are so called "Local Three Finance Treasures".
Be careful of their high gearing/borrowing level, ... especially usd interest rate is to be going up. Overall these cos have too low profit margins.
回覆刪除I prefer the Big 3 China Telecoms, especially 728.HK and 941.HK, ... if investors are prepared to receive long run(at least 1~3 years) dividend incomes.
Btw, if HK borrowing interest rate can be raised up, some local "loan sharks" should be benefited because of higher loan interest rate, e.g. 900.HK(Aeon Credit); 086.HK(SHK Finance); 626.HK(Public Finance) ... they are so called "Local Three Finance Treasures".
刪除Pls don't talk about 626 any more.😂Otherwise I cannot sleep well.
刪除一些個人見解，中交建這些公司的非常複雜，雖然生意確實無憂，但受利息政策的影響十分大，非專業人仕很難看明白
回覆刪除我都係只講無行動 討論無成本 我若買了會申報
刪除