016.HK management using significant money to buy a high costly(so deemed market price!) Kai Tak land, but doesn't exercise shares buyback even though NAV should be > HK$200/share now.
My strategy/"game rules" of making stocks investment are:
1. I decide to maintain my portfolio almost in full load, i.e. cash <2%, since last year.
2. I often, if not always, do "stocks switching", e.g. sell a member but "buy another" or "buy others" at/in "same time/same day/1~2 days".
3. No matter tomorrow HS Index may drop 5,000 points or go up 5,000 points, I am prepared to hold my portfolio members in the long run, receiving dividends and making re-investment... but all members are subject to "stocks switching".
I think these rules are "not" suitable to many individual investors because of the differences of personal characters, knowledge and experience... and making investment is not just copying.
Value Sir, I think the difference of my strategy from yours is "stocks switching".
新地看超長線，資產有入無出
回覆刪除它與我的組合一樣，基本有入無出。
刪除作者已經移除這則留言。
回覆刪除作者已經移除這則留言。
回覆刪除等待拆股
回覆刪除周五改買賣單位。
刪除Meaningless!
刪除價值兄說是新地拆細每手股手? 榭
刪除是，500股-一手。
刪除Today 016.HK ~ No fundamental changes.
刪除Meaningless!
Shares buy-back is most cost-effective!
刪除Poor 016.HK ~ now < HK$120.
回覆刪除016.HK management using significant money to buy a high costly(so deemed market price!) Kai Tak land, but doesn't exercise shares buyback even though NAV should be > HK$200/share now.
P.S. ... and paid < 3.50% p.a. dividends only even market price = HK$120.
刪除P.S. I have 016.HK.
刪除P.S. But I will not add new money on it if the management do not share its value with individual shareholders.
刪除Value Sir,
刪除These are my straight talks.
Forget the above if you don't like them.
^_^
我明白啟德地的風險。
刪除Value Sir,
刪除In view of the size of Sun Hung Kai, I am not afraid of that Kai Tak land to 016.HK.
But I don't understand why the management do not consider to exercise shares buy-back which is easy and cost effective to NAV/share.
還有多少現金，怎部署？
刪除Value Sir,
刪除Good afternoon! ^_^
My strategy/"game rules" of making stocks investment are:
1. I decide to maintain my portfolio almost in full load, i.e. cash <2%, since last year.
2. I often, if not always, do "stocks switching", e.g. sell a member but "buy another" or "buy others" at/in "same time/same day/1~2 days".
3. No matter tomorrow HS Index may drop 5,000 points or go up 5,000 points, I am prepared to hold my portfolio members in the long run, receiving dividends and making re-investment... but all members are subject to "stocks switching".
I think these rules are "not" suitable to many individual investors because of the differences of personal characters, knowledge and experience... and making investment is not just copying.
Value Sir, I think the difference of my strategy from yours is "stocks switching".
I hope you will be more successful!
^_^
謝謝！我的子彈已不多。
刪除等待空置稅對市場及地產股的影響。
Very glad that 626.HK & 900.HK are quite stable even though the market environment is poor!
回覆刪除^_^
非常好，我特別欣賞能抵禦震盪的公司。
刪除我個倉近1個月跌得算小，勉強頂得下震蕩。
刪除cash level 33%
前鋒：BMO納斯達克ETF(3086)
刪除中場：友邦(1299)，南洋(212)，永安國際(289), 華廈置業(278), 永泰地產(369)
後防：維他奶(345)
守門：中國燃氣(384), 香港中華煤氣(3)，33%cash
組合回報今天下跌0.57%
4隻資產折讓股，維他奶，煤氣日日保持穩定。
非常好，我的組合遜於你的穩定性。
刪除1-2%走不了。
前鋒：BMO納斯達克ETF(3086)
刪除中場：友邦(1299)，南洋(212)，永安國際(289), 華廈置業(278)
後防：維他奶(345),石藥（1093)
守門：中國燃氣(384), 香港中華煤氣(3)，32%cash
基金粉色櫥窗。