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。





94 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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    9. 113.HK's 6-months profit only dropped by 10% and declares interim dividend 8 cents.

      113.HK is still a cash cow.

      ^_^

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    10. 113.HK & 398.HK present outstanding 6-months results if comparing with other local retail stocks.

      ^_^

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    11. Sir Poon(Chairman) is repeatedly buying 113.HK recently.

      ^_^

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    12. 398.HK shall be ex. div.(@HK$0.115/share) on Monday.

      ^_^

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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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  6. Hello, 最近有冇增持股票?

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  7. 掃左邊幾隻?介意分享下嗎

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    1. 地產,本地銀行,大路嘢。

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    2. 它們亦屬風險較高的週期類。

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    3. 現時經濟風險很大,快打緊10號波。

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    4. 無風險唔係呢口價,新鴻基我等緊穿$100。

      今日入左62

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    5. 祝好運!
      我子彈差不多了。

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  8. All the followings are with disappointing half-yearly results:~

    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
    ^_^

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    1. I am waiting for the rest of them.
      Generally, the results are not surprising.

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    2. Hi Value Sir,

      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 !

      ^_^

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    3. HK atmosphere for properties selling and properties holding companies is very very poor!

      *_*

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    4. Actually, the atmosphere of economic situation is pretty bad.

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    5. Will you sell a little 016.HK ?

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    6. 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.

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    7. In HK stock, we can commonly buy UK and european assets easily, eg. 1038, 1, 5.

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    8. Perhaps, I have to notice US stock to take part in it.

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    9. Value Sir,

      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

      ^_^

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    10. You are right from the political view.

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    11. Will you also consider 1883.HK ?

      It's a Macau telcom stock with 5G concept !!

      The most important: 1883.HK is undervalued c.f. 6823 or 1310.HK

      ^_^

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    12. 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.

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    13. 1. How much(%) is the order?
      2. When? (@HK$2.50 or HK$3.50 ?)

      Good Luck first!

      ^_^

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  9. Value Sir,

    Our 016.HK,... Good Luck! Good Luck!! Good Good Luck!!!

    ^_^

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    1. I hope the protest will be settled down.
      Everything is clam again.

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    2. 作者已經移除這則留言。

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    3. 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!

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    4. The government missed the golden opportunity to solve the issue.
      The situation is quite difficult to handle in short period of time.

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  10. Value Sir,

    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).

    ^_^

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    1. P.S. 017.HK holds >60% shareholding of 659.HK.

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    2. 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.

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    3. I am holding property shares in the following order 16>83>........

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    4. Value Sir,

      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!

      ^_^

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    5. They follow their sector's practice of 5-8% dividend increase recently.

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    6. Value Sir,

      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.

      ^_^

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  11. 價值兄, 本地股有做減持動作嗎?

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  12. 900.HK shall be ex. div. (@HK$0.22/share) tomorrow!

    ^_^

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    1. Many of them are having a difficult time.

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    2. 900.HK is better than local banks or financial institutes because 900.HK focus on "low level" credit cards businesses.

      ^_^

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    3. I hope that it has a bright future.

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    4. At present market price, it has a stable 7%p.a. dividend pay-outs.

      ^_^

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  13. Value Sir,

    Finally, 016.HK shall be ex. div. (@HK$3.70/share) on Monday!

    ^_^

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    1. I bet that HK can get over the difficulty.
      I keep getting some shares of it today.

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    2. I have considered shares in different field.
      But, I still have them in larger amount.

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    3. "keep getting some shares of it" ... "bought-in" or "sold-out" ?

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    4. China Add Oil!
      China bless HongKong!

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    5. Yes, ... China bless HK!

      ^_^

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    6. If China do not let/allow HK independence, please help HK ASAP!

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  14. Result announcement:~

    True cash cow 398.HK declares interim dividends totalling @HK$0.115/share.

    ^_^

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    1. I am still catious about it. Maybe there is something to be aware of.
      However, it really had a quite good finacail performance

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    2. What is your "something to be aware of" beyond its "quite good financial performance" ??

      Please clarify.

      ^_^

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    3. In fact, I am not familiar to the company.
      I hope you get a good result in investment.

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    4. Value Sir,

      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.

      ^_^

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  15. Value Sir,

    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!

    ^_^

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    1. I focus on the deal a lot and the auction is quite critical.
      I don't think it is good news for me and my perspective of that is neutral.

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    2. Actually I prefer 016.HK exercises "share buy-backs" (at present significant discounts) instead of continuously buying lands at open market prices.

      ^_^

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    3. I hope that HK will be stable in the future so that I am able to continue buying some more.

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    4. Value Sir,

      900.HK @HK$6.20 is suitable for long run dividends income.

      Div. yield = 7.10%p.a.

      ^_^

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