I wonder why 019.HK have so much "property revaluation surplus" while its core rental income is not matched. And its dividends payout already revealed this.
On the other hand, 016.HK has 37% growth rate in its core business. I think its "property revaluation surplus" is undervalued, isn't it?
Student says:
回覆刪除Value Sir,
I can't guess how much you have bought this time.
But I still prefer to buy 016.HK among local "bigs", though it needs aroud HK$130,000 to buy 1 lot.
016.HK is the best!
016 gogogo ... goto HK$160!
^_^
我的現金降了點，我希望可持續購貨，直至出現大家意想不到的事情發生。
刪除新地很隱陣，一直是我重倉股，他想取市區地，它不想失市佔，主席講到出面想要啟德地，有點被動，有點尷尬，當然新地亦是精明的人，亦明白來勢洶洶，風險處處。
新地，信置，會德豐系，太古，恆基，嘉里，新世界，嘉華
刪除排序大致如此
Student says:
刪除I hope you will be more successful.
^_^
數漏了行保守策略的長地，持倉約近後排，如新世界相若。
刪除Student says:
回覆刪除Value Sir,
Any comment about 363.HK ?
平平穩穩，瓣數多，但盈利能力非好強。
刪除小註怡情。
Student says:
刪除Thank you Sir! ^_^
Student says:
刪除Value Sir,
Good afternoon.
I wonder why 019.HK have so much "property revaluation surplus" while its core rental income is not matched. And its dividends payout already revealed this.
On the other hand, 016.HK has 37% growth rate in its core business. I think its "property revaluation surplus" is undervalued, isn't it?
我並沒發現此問題，其實如看這項目，最好直接睇太地。
刪除我沒詳細看，但我明白每間公司會怎不同，有些保守些，亦有些飄急些，並處不同租務層，但相信太地因可算全收租型，對財務上會較關鍵，但整體此項目不會超過資產10%。
我相信新地重估會幾穩妥，公司亦提及較長遠(5年)的收租增長預估。
刪除Student says:
刪除I also believe 016.HK's financial data are much prudence... i.e. NAV undervalued!
如果你覺得佢愈低估，你應該唔好想佢升，拖得愈悶愈好。
刪除Student says:
刪除I understand what you are saying, but I now have no enough money to buy 016.HK one lot more. :(
希望你亦能找到適合自己並能增加勝算的策略。
刪除有資產, 派息亦慷慨
回覆刪除但我對本港地產股NAV能否收窄有擔憂
我不太關心這收窄NAV，我只關心它們能否溢價賣資產，以及逆境時的NAV的緩衝能力。
刪除