11/04/2018

04/11/18 投資日誌 出清人幣



我早年持有不少人幣,長期定期3-4厘,用了整年沽清所有人幣,主要原因是難以找到人幣的投資工具。

當年曾幻想新地會發行人幣股票,可惜香港未能做到這地步。

當然沽清,不代表人幣與我無關,我持有不少股票的業務收入仍是人幣。

28 則留言:

  1. 計及匯率的回報怎樣?有比港元豐厚嗎

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    1. 雖然,我不是最低點賣,最高點買,整體亦不會比港元回報差。
      但我不視貨幣為最理想的升值工具。

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  2. If your RMB exchanged into HKD could be done at 2017, it will be much better.



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    1. 我的人民幣由18年頭放到10月份。

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    2. At 31Dec2017, RMB to HKD was 1.193
      But average for Oct2018 was around 1.125

      That was a drop of 5.7%!

      ...

      I hope China sell a little US Bonds and speak it aloud!

      (USA President often speaks anything aloud.)

      ^_^

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    3. 匯價平均當計drop3%,計及多年定期息口,跟港元回報差不多。
      我持有5年以上。
      我無詳細計回報,不過我著眼只是沒有足夠人民幣工具,難以建立人民幣投資的生態。

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    4. RMB government bonds, China stocks market, RMB fixed deposits ... not enough?

      ^_^

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    5. 政府債好低息。
      我希望買入港上市的人幣股票。
      如工商在港上市人民幣股票。
      如新地........

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    6. 如當年的合和公路,匯賢。
      可惜二隻之後便沒有。

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    7. Returns links with risks and courage and wisdom and luck !!!

      Good Luck!

      ^_^

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  3. Value Sir,

    Good morning!

    Yesterday a Kai Tak land was sold @HK$14502/sq.ft.

    In May2018, 016.HK had bought high costly land at nearby but @HK$17776/sq.ft.

    That why I always claim that 016.HK should exercise "share buy-backs" instead of buying new lands in open market prices.

    ^_^

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    1. 其實,地價回落未必是壞事。
      市場情緒肯定差咗,這亦是發展商面對的營運風險。
      由於,我手持大量地商,包括會地,新世界,恒基,拉個平均,對我沒有影響。

      至於是否回購,可能你正確,我不太肯定,但新地會失去第2個CBD的任何市場。

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    2. 新地塊地好唔同,我唔識比較海皮地及地鐵上蓋。
      等於將南,新地都係要天晉,唔要海皮,我估佢都識計數。

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    3. Value Sir,

      If you "group" the 3-years share price charts of major listed property developers companies, you will find that they are always at same trend. There is no "average" could be found.

      If local real estate market prices are continuously going-down, all these listed cos. would not be excluded.

      But I am still holding 016.HK cause I regard it the "dragon head" of local bigs and it has many property investment such as malls and office buildings. I have none of 012.HK; 017.HK; 020.HK; 083.HK; 683.HK; 1113.HK; ...



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    4. 平均的意思是地價成本, 平又買,貴又買,當崩潰時,非全是貴價貨,要大幅撇帳,加上若非龍頭更大煲。

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    5. 現時合組型式幾好,千萬不要惡鬥,地皮分得幾散,不會集中某間,希望捱到最後。

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    6. Wisest management should exercise "share buy-backs".

      Wiser management should buy lands at tough times.

      And the worst is always buying and buying, just like our stocks market.

      These are what I think.

      ^_^

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    7. 恒隆咪係到等緊,咁佢算唔算wise先?

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    8. 現在做緊回購有邊間,信置,長地?

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    9. Hang Lung always looked down HK property market for many years ... so long that I forget how many years! (Maybe you can find it out from internet.)

      For 016.HK, my point is not to compare other propery developers companies with it, ... but 016.HK's management should consider to exercise "share buy-backs" cause its share price is trading at more than 40% discount of its Net Asset Value!

      "Share buy-backs" is effective, economy and easy in maximising NAV and EPS.

      Why it still submit tenders for new land at open market price presently ?





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    10. 我仍等機會買多少少新地。

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  4. Aeon Cry,

    "900.HK ... GoGoGo ... Goto HK$9.00!"

    ^_^

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    1. 咁誇張!
      不過現時能逆市真難得。

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    2. Aeon Credit asks,

      In view of my future P/E and dividend yield, HK$9.00 why not impossible ?

      ^)^

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    3. 咁有信心持續增長,咁留返過藍籌位你啦!你飛快D喎。

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    4. Aeon Credit reply,

      "Sir, I have no feeling to be a blue chip stock! I just want to pay more and more dividends to my bosses as time goes by. Also, my market price is out of my control."

      ^)^

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