unfortunately, I hold the second part of shares. I hold them in small amount, but I still make an effort to examine them, especially "false" ones labelled. Actually, I am not sure about their differences.
016.HK shall announce its full year results on 12Sep2019.
Its 6-months results decreased by 38%, ... mainly due to changes of accounting standards.
I have much confidence that the full year results are much better than 012.HK. (P.S.~ 012.HK full year net profit decreased by 50%.) I guess it would pay a little more dividends than last year.
But the market price is out of our control under present HK atmosphere. Just hope it would exercise "share buy-backs"!
Definitely not. But, I would buy some assets outside HK when investing next time. Unfortunately, We can't buy US assets in HK stock easily. I read the annual report of 35 Far East , which has a variety of assets in different places as an example. As a reminder, I have no plan to buy it in large amount.
I have been interested in it for long. I am not familiar to that market in Macau, but I admit that it has a strong fundamental element in it. Perhaps I would place an order on the company in the future.
Lam Cheng and HK police are "too late" and "too weak" to stop those violent protesters. Let's see whether Shenzhen police would come to HK or not, ultimately!
I have shares of SHK in large amount. I maight buy some shares in other sectors. I found that some of them have dropped quite a lot. At this moment, I haven't made the decision yet.
I think "good result in investment" ought to be followed by investing in enterprises with "quite good financial performance". Healthy companies and willing to pay high dividend yields are sometimes much favourable to me than well known blue chip enterprises.
I hope we will get better investment performance in future.
016.HK just bought a local "luxury" commercial land at "relatively cheap" cost (@HK$13345/sq.ft.) !
If you compare this with 012.HK bought a Central land at around HK$50000/sq.ft. one year ago, you would be glad because you choose 016.HK as your No.1 investment.
Let's see how much 016.HK's share price will go up in tomorrow!
016.HK just bought a "relatively cheap" land first, and now "share" its 25% to major shareholders family company! ... without adding any "new value/new concept" to the project!
I can understand the situation. Of course, SHK have the financial ability to invest on their own. I think it is acceptable to give shares to others after considering the risk.
As a shareholder, I don't want that it happens quite often.
I am worried about China's future. I agree the bid is strategically important and imvestment scale is relatively great in amount. I don't want SHK's debt level rises dramatically.
If China's future economy turns bad, HK's future will be much worse than now.
If you have read & understand 016.HK's updated financial accounts (30Jun2019), you should not be worried about its gearing level even this West Kowloon land is a "big" deal. (I think it is too big deal for other developers, e.g. 012.HK; 017.HK; 083.HK; 173.HK; ...)
Most of my portfolio members will declare "results + dividends" from Feb to Apr of 2020. I have confidence to receive cash dividends up to my satisfaction,... though I cannot predict the fluctuating share prices.
I wish your 2020 dividends income are well above your satisfaction.
你近半年很少出post
回覆刪除少了，但個人仍有買貨，但少作分享。
刪除但大家有問題時，我樂於回答。
作者已經移除這則留言。
回覆刪除我不懂政治，只希望和平共處。
刪除希望香港仍是安樂窩。
刪除To all value investors,
回覆刪除823.HK now HK$97, but NBV only HK$89.50 and dividend yield only 2.8%p.a.
016.HK now HK$131, but NAV HK$187 and dividend yield around 3.60%p.a.
I think 016.HK is better !
^_^
我持新地遠多於其他股份。
刪除Yes, I know.
刪除I hope you will be more successful!
^_^
2 "true" retail cash cows: 398.HK & 113.HK
回覆刪除2 "false"retail cash cows: 178.HK & 345.HK
I suggest to do "stocks switching".
unfortunately, I hold the second part of shares.
刪除I hold them in small amount, but I still make an effort to examine them, especially "false" ones labelled.
Actually, I am not sure about their differences.
Seems 398.HK has momentum ...
刪除The past profit and dividend records seem not quite stabe.
刪除398.HK had already made stable profitability as well as paid exceptionally high div. over past 2 years.
刪除I predict this pattern may be repeated for coming 3~5 years, and so holding 398.HK as long run shareholders are likely to be rewarded.
Under nowadays HK atmosphere, I think only real "cash cows" retail stocks are suitable to hold in order to sleep well at nights.
^_^
And I choose 113.HK & 398.HK, other than 178.HK and else.
P.S. This is my views on "local retail stocks" only.
刪除I hope you will be sucessful!
刪除Value Sir,
刪除Today everybody knows SaSa is not good.
And 113.HK & 398.HK are still cash cows.
That's why I repeatedly suggested to do "stocks switching".
But never give up nor surrender!
Hope we all have Good Luck!
^_^
I am still thinking of the SaSa's future.
刪除However, I am not quite pessimistic about it at the moment.
Why & How to "thinking" its future?
刪除Its future may most likely depends on HK future!
Why not consider to do "stocks switching"?
^_^
Anyway, Good Luck! ^_^
刪除Value Sir,
刪除I just note down here today:
113.HK may be future's Revolve Group LLC (NYSE: RVLV).
Good Good Luck!
^_^
113.HK's 6-months profit only dropped by 10% and declares interim dividend 8 cents.
刪除113.HK is still a cash cow.
^_^
Good luck!
刪除作者已經移除這則留言。
刪除Sir Poon(Chairman) is repeatedly buying 113.HK recently.
刪除^_^
398.HK shall be ex. div.(@HK$0.115/share) on Monday.
刪除^_^
I hope 086.HK restore to around HK$4.
回覆刪除P.S. Yes UA!
^_^
P.S. So called "Three Financial Treasures":~
刪除086.HK(UA Finance)
626.HK(Public Bank & Public Finance)
900.HK(Aeon Credit)
They are all low P/E and with high Dividend Yields.
^_^
It seems that these companies have similar features with high divided yield.
刪除I only hold a small amount of Aeon Credit.
Hello, 最近有冇增持股票？
回覆刪除買到短期資金已不多。
刪除掃左邊幾隻？介意分享下嗎
回覆刪除地產，本地銀行，大路嘢。
刪除它們亦屬風險較高的週期類。
刪除現時經濟風險很大，快打緊10號波。
刪除無風險唔係呢口價，新鴻基我等緊穿$100。
刪除今日入左62
祝好運！
刪除我子彈差不多了。
All the followings are with disappointing half-yearly results:~
回覆刪除002.HK, 003.HK, 012.HK, 023.HK, 066.HK, 941.HK ...
It seems that they have been overvalued by the market for some times. Now the judgment days start.
STUDENT SAYS
^_^
I am waiting for the rest of them.
刪除Generally, the results are not surprising.
Hi Value Sir,
刪除016.HK shall announce its full year results on 12Sep2019.
Its 6-months results decreased by 38%, ... mainly due to changes of accounting standards.
I have much confidence that the full year results are much better than 012.HK. (P.S.~ 012.HK full year net profit decreased by 50%.) I guess it would pay a little more dividends than last year.
But the market price is out of our control under present HK atmosphere. Just hope it would exercise "share buy-backs"!
So, Good Night & Luck !
^_^
I will keep buying it.
刪除HK atmosphere for properties selling and properties holding companies is very very poor!
刪除*_*
Actually, the atmosphere of economic situation is pretty bad.
刪除Will you sell a little 016.HK ?
刪除Definitely not.
刪除But, I would buy some assets outside HK when investing next time.
Unfortunately, We can't buy US assets in HK stock easily.
I read the annual report of 35 Far East , which has a variety of assets in different places as an example. As a reminder, I have no plan to buy it in large amount.
In HK stock, we can commonly buy UK and european assets easily, eg. 1038, 1, 5.
刪除Perhaps, I have to notice US stock to take part in it.
刪除Value Sir,
刪除As a Chinese, please don't buy USA assets now.
USA president dislikes China much! And are doing so many things against China. Please don't contribute any money to help their economy at this moment!
On the other hand, you may consider to buy some China stocks now. As time goes by, I believe China economy will be greater and greater.
My recommendations: 2318.HK; 811.HK; 2666.HK; 2868.HK
^_^
You are right from the political view.
刪除Will you also consider 1883.HK ?
刪除It's a Macau telcom stock with 5G concept !!
The most important: 1883.HK is undervalued c.f. 6823 or 1310.HK
^_^
I have been interested in it for long.
刪除I am not familiar to that market in Macau, but I admit that it has a strong fundamental element in it.
Perhaps I would place an order on the company in the future.
1. How much(%) is the order?
刪除2. When? (@HK$2.50 or HK$3.50 ?)
Good Luck first!
^_^
No, I didn't buy any yet.
刪除P.S. I have 1883.HK.
刪除Value Sir,
回覆刪除Our 016.HK,... Good Luck! Good Luck!! Good Good Luck!!!
^_^
I hope the protest will be settled down.
刪除Everything is clam again.
作者已經移除這則留言。
刪除Lam Cheng and HK police are "too late" and "too weak" to stop those violent protesters. Let's see whether Shenzhen police would come to HK or not, ultimately!
刪除The government missed the golden opportunity to solve the issue.
刪除The situation is quite difficult to handle in short period of time.
Yes, too weak and too late!
刪除Value Sir,
回覆刪除Be careful 017.HK, because 659.HK is falling down.
Will you consider to sell some(if not all) 017.HK and switch the money to buy more 016.HK(Local Dragon Head).
^_^
P.S. 017.HK holds >60% shareholding of 659.HK.
刪除I have shares of SHK in large amount.
刪除I maight buy some shares in other sectors. I found that some of them have dropped quite a lot. At this moment, I haven't made the decision yet.
I am holding property shares in the following order 16>83>........
刪除Value Sir,
刪除I am sorry. About 017.HK, I am too nervous this morning!
It just declares final dividends (@HK$0.37/share) half hour ago , ... which is more than last year.
Have lunch first!
Good Luck!
^_^
They follow their sector's practice of 5-8% dividend increase recently.
刪除Value Sir,
刪除If 16.HK goes down to <HK$100 again, will you consider to buy it even more ?
P.S. If so, its dividend yield becomes around 5%p.a.
^_^
價值兄, 本地股有做減持動作嗎?
回覆刪除沒有，只會增持。
刪除900.HK shall be ex. div. (@HK$0.22/share) tomorrow!
回覆刪除^_^
Many of them are having a difficult time.
刪除900.HK is better than local banks or financial institutes because 900.HK focus on "low level" credit cards businesses.
刪除^_^
I hope that it has a bright future.
刪除At present market price, it has a stable 7%p.a. dividend pay-outs.
刪除^_^
Value Sir,
回覆刪除Finally, 016.HK shall be ex. div. (@HK$3.70/share) on Monday!
^_^
Keep holding it!
刪除Why?
刪除I bet that HK can get over the difficulty.
刪除I keep getting some shares of it today.
I have considered shares in different field.
刪除But, I still have them in larger amount.
"keep getting some shares of it" ... "bought-in" or "sold-out" ?
刪除Buy side
刪除I rarely sell shares.
China Add Oil!
刪除China bless HongKong!
Yes, ... China bless HK!
刪除^_^
We are still in the bad time.
刪除If China do not let/allow HK independence, please help HK ASAP!
刪除Result announcement:~
回覆刪除True cash cow 398.HK declares interim dividends totalling @HK$0.115/share.
^_^
I am still catious about it. Maybe there is something to be aware of.
刪除However, it really had a quite good finacail performance
What is your "something to be aware of" beyond its "quite good financial performance" ??
刪除Please clarify.
^_^
In fact, I am not familiar to the company.
刪除I hope you get a good result in investment.
Value Sir,
刪除I think "good result in investment" ought to be followed by investing in enterprises with "quite good financial performance". Healthy companies and willing to pay high dividend yields are sometimes much favourable to me than well known blue chip enterprises.
I hope we will get better investment performance in future.
^_^
Value Sir,
回覆刪除Our 016.HK : Big Big Good News !
016.HK just bought a local "luxury" commercial land at "relatively cheap" cost (@HK$13345/sq.ft.) !
If you compare this with 012.HK bought a Central land at around HK$50000/sq.ft. one year ago, you would be glad because you choose 016.HK as your No.1 investment.
Let's see how much 016.HK's share price will go up in tomorrow!
Good Night & Luck!
^_^
I focus on the deal a lot and the auction is quite critical.
刪除I don't think it is good news for me and my perspective of that is neutral.
Actually I prefer 016.HK exercises "share buy-backs" (at present significant discounts) instead of continuously buying lands at open market prices.
刪除^_^
I hope that HK will be stable in the future so that I am able to continue buying some more.
刪除Value Sir,
刪除900.HK @HK$6.20 is suitable for long run dividends income.
Div. yield = 7.10%p.a.
^_^
016.HK is too too bad!
回覆刪除016.HK just bought a "relatively cheap" land first, and now "share" its 25% to major shareholders family company! ... without adding any "new value/new concept" to the project!
Very unfair to all other shareholders!
I can understand the situation.
刪除Of course, SHK have the financial ability to invest on their own.
I think it is acceptable to give shares to others after considering the risk.
As a shareholder, I don't want that it happens quite often.
作者已經移除這則留言。
刪除Value Sir,
刪除Such a good location commercial land in West Kowloon @HK$13345/sq.ft., high risk?
When you compare it with 012.HK bought a Central land at around HK$50000/sq.ft. 2 years ago, which is taking higher risk?
^_^
I am worried about China's future.
刪除I agree the bid is strategically important and imvestment scale is relatively great in amount. I don't want SHK's debt level rises dramatically.
Value Sir,
刪除If China's future economy turns bad, HK's future will be much worse than now.
If you have read & understand 016.HK's updated financial accounts (30Jun2019), you should not be worried about its gearing level even this West Kowloon land is a "big" deal. (I think it is too big deal for other developers, e.g. 012.HK; 017.HK; 083.HK; 173.HK; ...)
^_^
I am a bit catious buying stocks now.
刪除I didn't sell any of them, but I buy it in small amount every time.
My cash increases a bit gradually .
Me too!
刪除Cash mostly comes from dividends income and making reinvestment for generating more future cash.
China & Hongkong, Add Oil!
Good Luck!
^_^
Value Sir,
回覆刪除Wishing you a Joyful Xmas!
^_^
Wish you a Merry Christmas!
刪除Value Sir,
回覆刪除Kung Hei Fat Choi!
^_^
Happy lunar new year!
刪除I keep buying stocks in the near future.
I don't have much money and buy two or three rounds possibly for the short term.
Most of my portfolio members will declare "results + dividends" from Feb to Apr of 2020. I have confidence to receive cash dividends up to my satisfaction,... though I cannot predict the fluctuating share prices.
刪除I wish your 2020 dividends income are well above your satisfaction.
Good Luck!
^_^
My nucleus is still property and banking field that would be really challenging.
刪除Unbelievable!
刪除Unpredictable!
Uncontrollable!
^_^
Keeping buying in these weeks.
刪除I still have a little bit of fund to buy, not plenty of it.
Value Sir,
刪除We are optimistic long run investors, but we still have to keep some idle cash for family use and emergency!
I think my portfolio members shall announce pretty good 2019 results in this March2020, and overall final dividends should be no less than last year.
But after that, our global world economy is full of uncertainty. I shall wait and think first.
^_^
I will invest all money into the market in near future.
刪除Of course, it is not too much of it.
"invest all money" ! ... I think you need not do so! (I guess you had already put in > 90% cash.)
刪除What happens if our stocks market "stop trading" for, say "4 days" ? ... or even longer ?
Please calm down!
^_^
If it announced that the stock market will stop, I would be glad it happening.
刪除The market would fall down a lot more because of that.
I am only afaid that the company stops paying any dividend, but it won't happen to me.
But any listed company may pay lesser dividends than previous year, and even year by year, and even no dividend at certain harsh time.
刪除Dividend payout policy is always no guarantee.
Anyway, Good Luck!
^_^
I believe the large property development company can maintain the dividend.
刪除Of course, the overall dividend will decrease inevitably.
Value Sir,
刪除Our 016.HK is pretty good this morning, though we are still suffering.
Kwok's family is too bad in "not willing" to exercise any "share buybacks" at this harsh time.
Anyway, Good Luck!
^_^
Again,
刪除Unbelievable!
Unpredictable!
Uncontrollable!
^_^
Keep buying stock
刪除Value Sir,
刪除I have nothing to say except Good Luck!
^_^
Keep buying today
刪除