Though 016.HK has a low P/E among those "big" local property developers cos. and its assets(malls, offices, residential apartments) are highly valuable, it seems that the management does not care of the market share price, and the dividend pay-out ratio is also relatively too little.
I have no idea about 016.HK's suitable buying price ... it's very uncertain to "guess" any bottom.
The cheaper you can buy more 016.HK, the much "accounting losses" you are acquired because 16.HK is already you No.1 or No.2 member. (The another one is 083.HK ... for my memory.)
價兄勇者無懼,佩服
回覆刪除小兒科。夠膽海嘯中撈貨才是高手。
刪除價兄何況介意告之小量是多少銀嗎？我想作為自己下注參考
回覆刪除資金不足組合0.5%。
刪除因我只買少沽，不像你們隨時有資金回籠。
但我首選仍是新地，已預留資金，只待大市較深調整。
Student says:
回覆刪除Though 016.HK has a low P/E among those "big" local property developers cos. and its assets(malls, offices, residential apartments) are highly valuable, it seems that the management does not care of the market share price, and the dividend pay-out ratio is also relatively too little.
(P.S. I have 016.HK)
由於我的資金不算充裕或無限，我只可留下火力。
刪除現在只准許我買下三注的新地，我還未下第一注。
Student says :
刪除I have no idea about 016.HK's suitable buying price ... it's very uncertain to "guess" any bottom.
The cheaper you can buy more 016.HK, the much "accounting losses" you are acquired because 16.HK is already you No.1 or No.2 member. (The another one is 083.HK ... for my memory.)
當然無人知底部，但大市早前的氣氛屬較旺，從成交可知。
刪除我持有信置及新地相若，屬重倉類。
固此，我沒有急切性拉高我的買入價，當然我從沒沽出過任何一股，亦沒打算中期有任何沽出計劃。
現在新地的升幅是温和及可持續的。
刪除三注新地已是30幾萬，價值兄的彈藥其實不俗。榭
刪除希望能以理想價購入。
刪除過二天又會收好中移動特別息。
未來二個月，是信置及新地的派息期。
現金只會愈滾愈多。
3注新地是現金，那你的組合市值約有6百萬����
刪除除新地外，我還要買入其他股份。
刪除每注亦非限制於一手。
其實大細開始不太重要，我只要達到現金流入遠超我的開支便足夠。
終有一天，我會披露持倉，現在非適當時候，請見諒。
我認為價值兄可以著手整合自己的持股, 集中資本重槌出擊自己最喜歡的數隻股票 :)
回覆刪除當有一天，我需要大量現金時，又或者年紀再大時無法管理，我將會認真考慮。
刪除