Now I appreciate Big Lau of 127.HK ... Sold listed company's real estates to open market or privatized ... to fully reflect their value, and usually with market premium ... then distributed dividends/cash to every shareholders. Everybody happy! (except ex-shareholders.)
If so, I agree that 016.HK will not be collapsed.
回覆刪除But its share price ... *_*
Only the management can do some meaningful things.
In simple words, "I like its assets, but dislike its management."
^_^
P.S. I still have 016.HK.
刪除我持極重倉新地，我的現金並不多。
刪除下月尾再有現金流。
Value Sir,
刪除016.HK is dragon head of local property developers cos. and also it holds significant investment properties, especially malls and office buildings.
I hope it can exercise "shares buy-back" scheme.
And pays more dividends, say div. yield >4.4%p.a.
^_^
Do you have 683.HK ?
刪除Read its interim report through aastocks.com ?
"Adoption of new accounting policy"!
Will all local property developers cos. doing same ?!
佢不會buy back，佢發展啟德用上三百億以上。
刪除佢最近天水圍項目起70幾幢，好誇張，快D賣走，佢將來好多這些遠離交通，如兆康一帶，會有難度，是挑戰。
嘉里，是我早一代先買的地產股，應該差不多有10年(耐到忘記)，量不少(以佢規模)，這幾年好似好返D，佢在港項目條件不差，黃竹坑，南昌，龍翔道等。
刪除Tuen Mun, Tin Shui Wai already have MTR stations.
刪除016.HK's land costs in them are quite cheap.
I think it is not risky.
新地，佢會繼續bid跑道及高鐵站，但佢不用急，其實地價落對佢更好，當然不是急劇不跌，我還研究緊長地黃竹坑塊地平定貴。
刪除For Kai Tak lands, we have to see ...
刪除佢租海漩，Grand Yoho 玩三年plan，完全正確，否則幾年後，嗰幾塊巨型項目有風險。
刪除同意，平買平賣。
刪除但當樓價大跌，D人會選市區，偏遠會窄窄哋。
地盤叫遠，我想去地鐵站要近半小時，再去市區，隨時一小時以上，我覺得是偏遠。
刪除間間都在啟德插旗，除了長地，佢要玩，做龍頭，佢就配bid，最後睇邊個死先。
刪除我留意緊嘉里及新地的項目發展進度，項目不細。
刪除If HK property market is collapsed, like 1998~2003, no any property in HK, Kowloon or N.T. could be excluded.
刪除No any listed property developers cos. could be excluded.
^_^
佢還有個對手，二手業主。
刪除到時會非常混亂及複雜。
刪除邊個有實力，便可反手為攻，以我所知，李超人，恒隆好善長此道。
683.HK ... trading transactions not matched, ... will it rebound ?
刪除佢之前跑贏，我唔覺得又問題，我較重視全年業績。
刪除我同意佢業績會較飄忽，佢D項目賣得較慢，佢好似還賣緊屯門及何文田，但應該賣得七七八八。
Value Sir,
回覆刪除This morning 257.HK, 700.HK and 2318.HK have strong momentum.
Any comment.
^_^
無問題，我吼住平保，但我暫時無時間，佢好厲害，佢盈利能力不比騰訊弱。
刪除騰訊這幾年要轉型，佢不可咁依賴遊戲，不安全，會纏佢幾年。
刪除我持很少光國，應會供股，但我希望這板塊愈做愈好，不用問股東拿錢。
刪除173.HK ... Adoption of new accounting policy has affected its interim results.
回覆刪除In no doubt all big local property developers cos. will be affected!
完全不是問題。
刪除In view of market prices and NAV per share, seems 035.HK(HK$12.4) is better than 173.HK(HK$11.5).
刪除And 035.HK has many many carparks! ... will not be affected by new accounting policy.
刪除And 035.HK has higher div. yield.
刪除我同意可從NAV 審視。
刪除我不太清楚外地車位市場。
刪除我需要合理派息及持續發展的能力。
刪除Suddenly ... 900.HK is making a new yearly high!
回覆刪除Historical records revealed that it had hit HK$8.50 few years ago. Will it goto HK$8.50 ... and even HK$9.00 ?
Let's see!
^_^
我會持續觀察其持續盈利能力。
刪除新地年年賺大錢，但股價持平，
回覆刪除不知為何
Bart
我會持續在現水平繼續入貨。
刪除I will continuously observe its continuing profits generating ability.
刪除P.S. I already have a certain amount of 016.HK.
^_^
地產股只持新地，想另加太地作長線，價兄怎看
回覆刪除非常好。
刪除但佢股價因願沽售物業炒得較高。
第二，佢較少物業發展，看你是否需要這個項目。
其實，繼續增持新地亦不錯，佢商業不遜於太地，又多元，地域又分散，其本增持新地，不會過度集中，佢在業務已幫你分散，合住宅，商場，商廈，分散全香港，地點又靚。
刪除最重要，佢股價又沒受刺激。
未調整過，希望再跌下先入
刪除發展有新地已夠，想找多隻收租王
我持太地不算少，通常等佢受遏才買，佢未售太古中心前，亦有段時間較弱，我就曾經出過手。
刪除認同新地收租同樣出色，物業估值好像比太地九倉還要高，新地已佔組合15％，長遠有分散需要
刪除如果收租，太地都ok，與新地無重複，金鐘印象會加強角色，沙中線主軸。
刪除今日行過IFC出面，見到中環繞道，不知對佢港島東情況如何。
15％是不計現金
刪除太地好似無咁進取，已很少有新項目，當然佢亦有些重建項目及延伸灣仔，但未算太茶飯。
刪除但太古(pacific對面)好似將來有單大嘢未來要招標，未知佢沽售太古中心是否有關係，抑或另有目的。我其實不太熟。
因為佢有時都沽下嘢，如九龍東，唔似新地全攻型，佢只有買，從來無聽佢沽。
新地投資物業愈來愈多，太地又是+又是-。
刪除繞道是好事交通更便利，中環呎租天價，企業外移是大趨勢，銅鑼灣是遊客區，金鐘港島東更岩做寫字樓
刪除上年grand mall，今年又有 v walk，啟德又係商住，板圖好厲害。
刪除又有農地，發展最全面。
刪除太地近年將錢投放內地，似想減低香港比重，不知何時再買另建地標
刪除長實唔玩，新地少個死對頭，可以食埋佢個份
讓我再觀察其國內收入比重的趨勢。
刪除新地維持在2成左右，我覺得這比例OK。
如恒隆已過半，始終國內透明度較低，我會小心D，因不明這市場。
2-3成ok，好似領展2-3成最多。
已我所知，太地都係咁上下。
比例較高應是恒隆及嘉里這類較多。
I think they are in the same basket, unless any management is willing to exercise "shares buy-back" which I regard as a turbo.
刪除Value Sir,
回覆刪除3377.HK ~ LP6 !!!
with Interim Dividends HK$0.14/share.
^_^
我所知遠洋的合作伙伴一般實力不錯。
刪除我持有很少，其中一點理由是它在港有項目。
I think 3377.HK has great possibility of privatization by "any 1" of the 2 major shareholders.
刪除^_^
好似內房唔興玩呢D。
刪除There is no need to consider else.
刪除I only consider this special case.
The 2 major shareholders are China "biggest" insurance cos. when excluding 2318.HK !
Let's see.
Good Luck!
^_^
683.HK is terrible!
回覆刪除Just 4 days ... dropped from HK$37.75 to now <HK$30!
Stocks investment is full of uncertainty and ... unreasonable!
^_^
Now I appreciate Big Lau of 127.HK ... Sold listed company's real estates to open market or privatized ... to fully reflect their value, and usually with market premium ... then distributed dividends/cash to every shareholders. Everybody happy! (except ex-shareholders.)
刪除咁恐怖，等我留意下佢先。
刪除華置業務不穩，不宜沾手，市場有更好選擇。
刪除Certainly I will not have interest in 127.HK now.
刪除Our market is now full of valuable stocks.
刪除But many individual investors are already full of "unpleasure" stocks.
^_^
我現時現金不多了，只可買多少少，要等月尾。
刪除Value Sir,
回覆刪除At present market prices and considering their interim results and prospects, 958.HK and 576.HK ... which is better ?
Thanks.
似乎這二間好不同的東西。
刪除我只持有576，我亦不清楚為何股價受遏，業績又不見好嚇人。
968你要好小心佢哋D現金流及槓桿。
整體意見不多，因我不太熟悉它們。
Value Sir,
回覆刪除At present market prices, 1288.HK and 3988.HK, which is better?
Thanks first.
我工建中幾平均，屬重倉。
刪除但我沒有持農行，因我不太懂其分行策略。
但此刻，佢業績並不算特別差。
Then, Which is better ?
刪除如你怕中銀香港回，你先買中國銀行。
刪除這是很難答的一題。
因中國銀行同樣受中國經濟及壞帳所影響。
Another one:
回覆刪除At present market prices, 2388.HK and 3988.HK, which is better?
Thanks again.
我頗喜歡中行持中銀香港結構，它亦是我找到與三大行的分別。
刪除中銀香港正處強勢。
中行，看你感覺其中國非香港業務如何。
我持中國銀行及中銀香港同屬重倉。
刪除Value Sir,
回覆刪除Do you have 2888.HK ?
有，並且唔少。
刪除佢捱打咗幾年了。我喜歡金融股，當然這是較失望，但佢曾經有輝煌的日子，我相信佢有復甦的一天。
Watch out! A bad news about USA may penalise it.
刪除無得防。
刪除印象佢以前好似試過，更險些無美國牌照。
It's better for local banks without US licence.
刪除e.g. 626.HK; 1111.HK
它們仍未受考驗。
刪除In short, nowsdays small local banks are better than big big int'l banks.
刪除^_^
讓我多加留意。
刪除Value Sir,
回覆刪除So many years and so far, 1211.HK is rubbish!
Do you agree?
^_^
好似吉利比佢牌面更好。
刪除Anything wrong with 175.HK?
刪除風險高，市值大，正是提款機，很正常的。
刪除So far, 900.HK is the best.
刪除Low P/E + High Dividend Yield + Good Management
^_^
I mean "Best" of my portfolio.
刪除What is your best in this year?
我很喜歡這強韌力。
刪除一時間我都唔知什麼好，我估是中電，領展嗰類逆大市。
刪除Very Good!
刪除You are the best!
^_^
Value Sir,
回覆刪除242.HK's interim results is too bad!
它非地產股，更非擁有強勁的收租物業，不太留意它。
刪除市場全線地產商受遏，已準備就緒。