From my heart, I still cannot find out any "significant" risk. ( If I say no risk, some other people may challenge me! Haha. )
Your saying of "active market promotion" is incorrect. Aeon Credit has been actively doing cut-cost process over last 1-2 years. Nowsdays it is only making appropriate market promotion.
900.HK is now fit for earning "steady" profits in coming years. It's a good stock for us "value investors" ...... looking for "at least steady" dividends in the long run.
Student says :
回覆刪除Value Sir,
Presently I can't see the commercial prospects of Cheung Sha Wan.
I still prefer 016.HK as the first choice.
Good luck!
但現時明顯有資金有地皮發展該區。
刪除當然，市場焦點放在啟德。
所以，我有些失望，我手持的公司未能在該區插旗，特別是新地。
南豐取得重要一步。
我持有點利福國際。
Student says:
回覆刪除There is full of uncertainty about Kai Tak, especially for those China developers bidding for high-costly lands.
Nowsdays 016.HK focus in N.T. lands in HK.
I feel glad that 016.HK does not involve in Kai Tak lands.
As time goes by ......
我同意啟德很貴，基本磚頭唔會平，人人期望很高。
刪除新地只是行第二步，佢個價去唔到，退一步。
當然風險回報要衡量，但現時啟德的地位不能改變，一定重要，但值幾多，大家計數。
但如太古重建二幢，條數會易計D。
Student says :
回覆刪除Value Sir,
Congratulations!
We all know that you've got many many big property developers cos. such as 1113, 004, 012, 016, 019, 083, ......
004.HK now stimulates the market to revalue its value ...... and this action may be followed by others ......
九倉以分拆形式已有眉目，重新對資產進行估值。
刪除業績顯示內地有驚喜。
九倉在港手握貴重的奢侈品零售市場。
其實，新地不跟升，我更開心，我等佢跌。
Student says :
刪除Value Sir,
How come you think 016.HK will "drop" while 004.HK is now already "up" almost 15% ?
It's illogical!
當然，新地會被牽引，它們始終是同行。
刪除九倉做到，新地一樣做到。
新地已橫行多年，一旦突破，會非常驚人。
Student says : Yeh ...... you are now catching the point.
刪除我這股齡，怎會不明這道理。
刪除管理層的思路或策略可以不一樣，令股價有不一樣的變化。
Student says:
回覆刪除Value Sir,
By the way, have you bought any 900.HK?
股價持續有韌力。
刪除若完成地產部署，我會積極考慮。
我有留意它積極的市場推廣。
這股最大的風險是什麼？
Student says:
刪除Value Sir,
From my heart, I still cannot find out any "significant" risk. ( If I say no risk, some other people may challenge me! Haha. )
Your saying of "active market promotion" is incorrect. Aeon Credit has been actively doing cut-cost process over last 1-2 years. Nowsdays it is only making appropriate market promotion.
900.HK is now fit for earning "steady" profits in coming years. It's a good stock for us "value investors" ...... looking for "at least steady" dividends in the long run.
I hope you will be successful. ^_^
Bye Bye today.
You are the best!
Good Luck!
在我眼中，任何股票皆有風險。
刪除包括股王騰訊或吉利，或者是你常講的新地。
我見佢KFC及海洋公園有合作。
在它市場，佢的競爭對手或最接近佢的經營者是誰？
AEON 要同一眾銀行、財仔爭食，似乎冇乜護城河
刪除Bart
我只知佢的顧客的門檻較低。
刪除香港失業率低，故相安無事，各有各做。
AEON張卡去返AEON買嘢係抵既...之前喺AEON買電器用佢張卡可以36個月免息分期!
刪除我最初識呢張卡都係分期電器，未知佢呢D客佔收入%？
刪除尖沙咀新世界中心就快重建完了
回覆刪除開始預租。
刪除Student says:
回覆刪除Value Sir,
017.HK just realised a "no good" financial results for y.e.30Jun2017.
Any comment on it?
我未細看，但以佢規模，我期望它能有百億盈利。
刪除我希望了解公司未來二年入帳項目。
我期望公司能進一步改善，特別是重建旗艦項目以後。
我持有新世界並不算多。
Student says :
刪除In short, 016.HK is the best.
If 016.HK can't go up, I think we need not buy so many local property developers cos.
我非常同意新地的質素。
刪除將軍澳的新盤相信無難度，未來北角相信是代表作。
賣完這個 round，二年後，新地好似沒有較有份量在港項目 。