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; ...
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 ?
"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."
計及匯率的回報怎樣？有比港元豐厚嗎
回覆刪除雖然，我不是最低點賣，最高點買，整體亦不會比港元回報差。
刪除但我不視貨幣為最理想的升值工具。
If your RMB exchanged into HKD could be done at 2017, it will be much better.
回覆刪除我的人民幣由18年頭放到10月份。
刪除At 31Dec2017, RMB to HKD was 1.193
刪除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.)
^_^
匯價平均當計drop3%，計及多年定期息口，跟港元回報差不多。
刪除我持有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。
RMB government bonds, China stocks market, RMB fixed deposits ... not enough?
刪除^_^
政府債好低息。
刪除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........
如當年的合和公路，匯賢。
刪除可惜二隻之後便沒有。
Returns links with risks and courage and wisdom and luck !!!
刪除Good Luck!
^_^
Value Sir,
回覆刪除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.
^_^
其實，地價回落未必是壞事。
刪除市場情緒肯定差咗，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。
新地塊地好唔同，我唔識比較海皮地及地鐵上蓋。
刪除等於將南，新地都係要天晉，唔要海皮，我估佢都識計數。
Value Sir,
刪除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; ...
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。
刪除現時合組型式幾好，千萬不要惡鬥，地皮分得幾散，不會集中某間，希望捱到最後。
刪除Wisest management should exercise "share buy-backs".
刪除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.
^_^
恒隆咪係到等緊，咁佢算唔算wise先？
刪除現在做緊回購有邊間，信置，長地？
刪除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.)
刪除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 ?
P.S. ^_^
刪除我仍等機會買多少少新地。
刪除Good Luck!
刪除^_^
Aeon Cry,
回覆刪除"900.HK ... GoGoGo ... Goto HK$9.00!"
^_^
咁誇張！
刪除不過現時能逆市真難得。
Aeon Credit asks,
刪除In view of my future P/E and dividend yield, HK$9.00 why not impossible ?
^)^
咁有信心持續增長，咁留返過藍籌位你啦！你飛快D喎。
刪除Aeon Credit reply,
刪除"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."
^)^