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。
集團主要從事經營原油碼頭及天然氣管道運輸服務。
最近業績: 今年6月底止中期業績，營業額3.31億元，按年升11.8%。純利6.75億元，按年升10.6%；每股盈利27.13仙。派中期息8仙，按年持平。
公司歷年盈利及派息均屬穏定 母企持股超過六成 市賬率約0.5倍 有私有化誘因 但石油相關行業頗為複雜 外行人難以理解 小注無妨 重注三思。
現價3.06元 巿盈率3.3倍 股息率6.53% 市值76億元。
Comparing the sizes and dividend yields, why not considering 386.HK instead?Even 386.HK is now raised to HK$3.84, I predict it still has 12% dividend yield for 2021 :~(RMB0.16 + RMB0.26)x 90% x 1.216 / 3.84 = 11.96%p.a. (already deducting 10% China Tax)
P.S. Besides oil & gas businesses, 386.HK is also the China No.1 Hydrogen Energy Enterprise. ^^
386 reasonable price
Comparing the sizes and dividend yields, why not considering 386.HK instead?
回覆刪除Even 386.HK is now raised to HK$3.84, I predict it still has 12% dividend yield for 2021 :~
(RMB0.16 + RMB0.26)x 90% x 1.216 / 3.84 = 11.96%p.a. (already deducting 10% China Tax)
P.S. Besides oil & gas businesses, 386.HK is also the China No.1 Hydrogen Energy Enterprise. ^^
刪除386 reasonable price
刪除