In this hard time, 016.HK's management should seriously consider to announce and exercise "shares buy-backs". I regard this is the most economy, effective and easy strategy to maximise shareholders' worth.
I hope more and more of us individual shareholders can speak aloud about this.
I think it's time we can modify our investment portfolio in long run's thoughts; to maximise the overall expected dividends yield at our acceptable/tolerable risks.
價兄出手很密，食大左個胃
回覆刪除其中原因是我已將大部份人幣轉回港元。
刪除This time I agree with Value Sir.
回覆刪除Next week 016.HK shall announce its full year results(y.e.30Jun2018).
I guess 016.HK will declare final dividend @HK$3.30/share, so that total dividends for full year would be HK$1.20 + HK$3.30 = HK$4.50.
At market price 4%p.a., which is quite attractive as a "dragon head" local property developers/investment companies.
On the other hand, 002.HK and 003.HK may be overvalued presently ... and are likely subject to price corrections.
Today Value Sir has performed a beautiful "stocks switching".
Good night and luck!
^_^
Typo : At market price HK$112, 016.HK's updated dividend yield will be >4%p.a. which is quite attractive ...
刪除等待其公布的派息。
刪除肯定有可觀增長。
My expected dividend growth of 016.HK ~
刪除(HK$4.50-HK$4.10)/HK$4.10 x 100% = 9.756%
Just steady growth.
But I hope its NAV per share may goto HK$187~HK$190(31Dec2017: HK$181~HK$182), so that its updated PB will then be < 0.60 !!!
It will be much attractive than 823.HK by that time, in terms of Dividend Yield and PB.
I hope 016.HK's market price will be subject to our market revaluation.
Good Luck!
^_^
作者已經移除這則留言。
刪除I hope 016.HK will exercise "Share Buy-backs" soon.
刪除^_^
823重估時可能無新地咁保守。
刪除這股息增長預期很合理。
刪除Value Sir,
刪除Good morning. ^_^
In this hard time, 016.HK's management should seriously consider to announce and exercise "shares buy-backs". I regard this is the most economy, effective and easy strategy to maximise shareholders' worth.
I hope more and more of us individual shareholders can speak aloud about this.
前鋒：BMO納斯達克ETF(3086),安碩納指100(2834),標普小盤成長股600-iShares(NASDAQ:IJT)
回覆刪除中場：XTR美國(3020),領航標普500(3140),南洋(212),永安國際(289),華廈置業(278)
後防：維他奶(345),中電(2)
守門：香港中華煤氣(3),2%cash
美股佔組合66%,IJT表現更勝納指QQQ。港股減至32%,港股愈來愈似11年9月歐債危機下瀉的速度,唯一不同是今日美股強,當年2011年還是一般般。港股今年總感覺怪怪的。
Not strange.
刪除Stocks market is always unpredictable.
I think it's time we can modify our investment portfolio in long run's thoughts; to maximise the overall expected dividends yield at our acceptable/tolerable risks.
Good Night to everybody and Luck!
^_^
我不清楚現時才投入美股是否正確。
刪除前鋒：BMO納斯達克ETF(3086),安碩納指100(2834),標普小盤成長股600-iShares(NASDAQ:IJT)
刪除中場：道指ETF-SPDR(DIA),XTR美國(3020),領航標普500(3140),南洋(212)
後防：維他奶(345),中電(2)
守門：香港中華煤氣(3),2%cash
美股佔組合72.8%,道指好像轉強,趁勢買了點DIA ETF
Buy ARK Web x.0 ETF(ARKW)
刪除最近幾個月發覺買美股選ETF頗穩陣,個股業績後常大跌20%以上。
美國舊經濟都要有一點,組合均衡D
Buy S&P Software & Srvs ETF SPDR (XSW)
刪除美股ETF市場廣而深,香港太小選擇,經搜查後,今天終於瞭解到。
SELL ARKW,圖表走勢不是太理想
刪除SELL some IJT, buy S&P Smallcap Health Care Port PS(PSCH)
刪除SELL PSCH,add more DIA
刪除作者已經移除這則留言。
刪除前鋒：Invesco QQQ Trust(QQQ),標普小盤成長股600-iShares(Nasdaq:IJT), SPDR S&P Software & Services ETF (XSW)
刪除中場：道指ETF-SPDR(DIA),SPDR S&P 500 ETF(SPY),XTR美國（3020)，南洋(212)
後防：SPDR S&P Health Care Equipment(XHE),Health Care Select Sector SPDR ETF(XLV) 維他奶(345),中電（2）
守門：香港中華煤氣(3)，2%cash
美股ETF佔組合72%
加重醫療sector
Buy Dynamic Software ETF(PSJ)
刪除sell half ITJ
Buy US Medical Devices Ishares ETF(IHI)
刪除sell little 3020 tomorrow
Buy North American Tech-Software Ishares ETF(IGV) two days before
刪除sell 212 yesterday, since not enough money
前鋒：Invesco QQQ Trust(QQQ),標普小盤成長股600-iShares(Nasdaq:IJT), SPDR S&P Software & Services ETF (XSW)，North American Tech-Software Ishares ETF(IGV), Dynamic Software ETF(PSJ)
刪除中場：道指ETF-SPDR(DIA),SPDR S&P 500 ETF(SPY),恆生（11),友邦(1299)
後防：SPDR S&P Health Care Equipment(XHE),US Medical Devices IShares ETF(IHI),Health Care Select Sector SPDR ETF(XLV) 維他奶(345),中電（2）
守門：香港中華煤氣(3)，2%cash
美股ETF佔組合73%
sell ITJ, half XSW, little DIA
刪除buy Microsoft(MSFT), Salesforce(CRM), iShares MSCI USA Momentum Factor(MTUM)
開始嘗試買1,2隻個股
前鋒：納指QQQ Trust(QQQ), SPDR S&P Software & Services ETF (XSW), North American Tech-Software Ishares ETF(IGV), Dynamic Software ETF(PSJ), Microsoft(MSFT), Salesforce(CRM), Apple(AAPL), Adobe Systems(ADBE), NVIDIA(NVDA)
刪除中場：道指ETF-SPDR(DIA),SPDR S&P 500 ETF(SPY), iShares Edge MSCI USA Momentum Factor ETF(MTUM), Mastercard(MA)
後防：SPDR S&P Health Care Equipment(XHE),Health Care Select Sector SPDR ETF(XLV), US Medical Devices Ishares ETF(IHI)
守門：維他奶(345), 2%cash
美股ETF佔組合88.6%
刪除buy Boeing(BA)波音
刪除星期三沽埋最後1隻港股維他奶。
刪除清倉埋美股,好多牛股圖表走樣。
Today after 4:00p.m. is 016.HK's show time.
回覆刪除Definitely it will affect tomorrow market's atmosphere.
Good Luck to all 016.HK fans!
^_^
HK stocks market needs positive momentum!
刪除^_^
我絕對放心，佢D貨同行中賣得最好。
刪除就算Parkyoho咁難攪佢都照去到。
Seems the market atmosphere is changing better.
刪除If 016.HK declares "share buy-backs", HK$125~HK$130 should be no problem.
Good Luck!
^_^
A good day.
刪除A good start.
^_^
016.HK ~ Final Div. more than my expectation (HK$3.30)!
刪除Div. Yield : 4%p.a.
^_^
非常不錯，新地是我極重倉股，我會在11年收到極豐厚的股息，讓我持續入市。
刪除佢上年的基數已不低，今年業績，我暫時找不到挑剔之處。
如有，話聲俾我知。
My disappointment is 016.HK has not declared "share buy-backs" scheme.
刪除I strongly dislike 016.HK buying high costly lands in open market.
For this reason, I am not prepared to buy it more now. ... I have to see ...
In fact, I have bought 2 lots more @HK$111.50 few days ago.
Div. Yield of 4%p.a. is not bad, but certainly not the best, especially nowadays.
Will it be acted as the "dragon head" of our market?
Let's see tomorrow 016.HK's performance first.
Good Night & Good Luck!
^_^
我打算用股息繼續增持，未來九月尾及10月中，我亦有些現金持續增持新地。
刪除係我角度看，用股息買佢同公司回購，其實股息買更有利我，只有我增加新地的權益佔比，如果回購，我便不能獨自增加。
講借貸，佢現在算是剛好，不太淨現金，又不太借得狼，太多現金驚佢身痕，現在佢儲備算多元，有農地改建，有舊樓項目，有啟德策略性地，又有餘貨。
刪除我同意高價搶地一定有風險，特別是樓價一下子塌下來，但其實佢搶地已經很克制，佢之前半年無出手好耐。
刪除佢已經風險平衡做得幾好，從收入結構，借貸，賣樓溢價方面。
佢肯定係龍頭，如果經濟劇變，貼住佢幾間一樣死，無咁易上來，同佢叮噹馬頭，我都未想到邊間。
刪除這一年來，我已稍稍增加同佢相若實力的公司，會德豐系及恒地，這二間算是同級數。
刪除但佢購400-500億，真係好難有對手。
我見佢手持的現金不是特別多，從財表看。
刪除很快，又會有超級豪宅山頂地，何文田，高鐵，金鐘，啟德地。幅幅投資幾百億。