I think Victor Li regarded 1113.HK's primary/principal business is properties, while it may have secondary businesses such as infrastructures.
016.HK also have secondary businesses such as Smartone and 062.HK though their sizes are too little to talk with.
1113.HK is fully valued once it has been departed from 001.HK and 013.HK in 2015.
Presently 016.HK is in no doubt relatively undervalued c.f. other "bigs". But it seems that 016.HK management do not want to show off its true value still. We shareholders only have to wait.
長和5大業務中，能源、碼頭、零售都前景不明朗，只有基建公用、電訊比較穩定，總括是前景一般，難怪近一年，股價沉淪
回覆刪除Bart
我同樣有此憂慮，這是產業性問題，如同當年紡織業轉型至地產，地產轉至國際性，公司需要改革。
刪除其實早前誠哥接受bloomberg訪問已經暗示長和系既投資風格
回覆刪除假設Victor唔改變策略, 個人唔太相信維港投資既高科技項目會注入長和
因為誠哥講到明投資新業務除發展潛力外, 亦非常注重cash flow, 可惜唔好話亞洲, 全球既科技股真真正正有強力cash flow既公司其實黎黎去去都係果十間八間
事實上長和係有同阿里等科技巨頭合作, 當然成效未明, 但如果你話完全守舊既就未免太睇小李家
與其去幻想長和投資科技, 倒不如憧憬佢分拆業務上司, 釋放價值仲實際
我同意現金流重要，這如我的組合充滿現金流，但亦要參如這高速增長行業，亦要將組合DNA調整。
刪除我亦有留意阿里的合作，要貫徹李生曾說要將傳統植入科技，與時並進。我非常關心。
分拆業務的資金套取，並不能做到業務改革，但可作為一途徑，換取業務改結構的籌碼，這點對我來說更重要。
我希望再持它多一個10年。
刪除Student says:
回覆刪除Value Sir,
I have no expectation on 001.HK.
Comparing dividends yield and valuation, presently I prefer 016.HK rather than 001.HK.
(P.S. I have 016.HK and none of 001.HK)
Good Good Luck!
^_^
新地專注地產可以是好事。
刪除我同意新地的價值，亦是我的最重倉，比重甚至更加會短期內上升。
你有無聽過李生大仔講(長地)，我哋本業永遠是地產，但卻不能偏食，你對此話有何理解？同意嗎？
Student says:
刪除Value Sir,
I don't care of this.
I think Victor Li regarded 1113.HK's primary/principal business is properties, while it may have secondary businesses such as infrastructures.
016.HK also have secondary businesses such as Smartone and 062.HK though their sizes are too little to talk with.
1113.HK is fully valued once it has been departed from 001.HK and 013.HK in 2015.
Presently 016.HK is in no doubt relatively undervalued c.f. other "bigs". But it seems that 016.HK management do not want to show off its true value still. We shareholders only have to wait.
(P.S. I have 016.HK and none of 1113.HK)
Good Night and Bye!
^_^
雖然新地副業不及長地的規模，但最重要是與本業有協同，我仍在觀察數碼通等電訊業的競爭勢態。
刪除VALUE SIR,
回覆刪除What do you think about 0006???
I purchased 1 hand $62, should I still keep it as a long term investment?
Thanks!
近期佢股價受遏。
刪除我個人較喜歡能主導收購的長建。
派特息時，我甚至想換馬更多電能至長建。
電能似乎派特息後已完成其任務。
當然電能有些業務與長建重叠，但將來重叠會愈來愈少，因為佢會跟長地合作多些。
佢現在介乎港燈與長建。
我視長和系為長線標。
刪除我現時持長建及電能相若。
刪除should I still keep 0006?
刪除問題不大，相信你持股不多，但不要期望業務大幅擴張。
刪除聚焦海外業務內部增長。
刪除