6/13/2019

從不談政治的我



我從不談政治,亦沒有去遊行。

我亦不清楚為何一單台灣案件引導回港演變為香港引導至中國的條例,是否真係無其他方法或條例令事情變得簡單些?

我看見很多青年去衝,我相信他們大多是對中國無信心,怕失去應有而可貴的自由,驚怕這條例有如潘朵拉的盒子,今日可輕易由三年改為七年,有朝可否變為一年,我真的不清楚。





23 則留言:

  1. 回覆
    1. 少了,但個人仍有買貨,但少作分享。
      但大家有問題時,我樂於回答。

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  2. 潘朵拉的盒子幾年前就打開了, 這盒子叫做政治壓倒社會秩序

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  3. To all value investors,

    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 !

    ^_^

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    1. 我持新地遠多於其他股份。

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    2. Yes, I know.

      I hope you will be more successful!

      ^_^

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  4. 2 "true" retail cash cows: 398.HK & 113.HK
    2 "false"retail cash cows: 178.HK & 345.HK

    I suggest to do "stocks switching".

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    1. 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.

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    2. The past profit and dividend records seem not quite stabe.

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    3. 398.HK had already made stable profitability as well as paid exceptionally high div. over past 2 years.

      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.

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    4. P.S. This is my views on "local retail stocks" only.

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    5. Value Sir,

      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!

      ^_^

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    6. I am still thinking of the SaSa's future.
      However, I am not quite pessimistic about it at the moment.

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    7. Why & How to "thinking" its future?

      Its future may most likely depends on HK future!

      Why not consider to do "stocks switching"?

      ^_^

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    8. Value Sir,

      I just note down here today:

      113.HK may be future's Revolve Group LLC (NYSE: RVLV).

      Good Good Luck!

      ^_^

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  5. I hope 086.HK restore to around HK$4.

    P.S. Yes UA!

    ^_^

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    1. P.S. So called "Three Financial Treasures":~

      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.

      ^_^

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    2. It seems that these companies have similar features with high divided yield.
      I only hold a small amount of Aeon Credit.

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