家庭理財 今日: 3 | 主題: 46205

積分: 2986

2^#

發表於 17-11-29 10:11 |只看該作者

本帖最後由 boboting 於 17-11-29 10:13 編輯

Based on your entry price, the dividend yield is about 3.5% which is not too bad but it has growth potential and its dividend increased every year. It will result in driving up the price. For long term, it should be ok. It is always my favorite stock and treat it as saving, accumulate every month.

The only risk is that US increases interest rate fast, in that case, the dividend yield of 823 is not attractive enough and will affect share price.

私人傳訊

gobaa49

珍珠宮

積分: 34814

2023年兔年勳章畀面勳章

3^#

發表於 17-11-29 10:23 |只看該作者

boboting 發表於 17-11-29 10:11
Based on your entry price, the dividend yield is about 3.5% which is not too bad but it has growth p ...

明白～謝謝你的分析

私人傳訊

積分: 10704

4^#

發表於 17-11-29 10:51 |只看該作者

回覆樓主

現價已反映disposal 出售資產既profit
除非再有利好消息
否則平隱

私人傳訊

積分: 2986

5^#

發表於 17-11-29 11:03 |只看該作者

kendomimi 發表於 17-11-29 10:51
現價已反映disposal 出售資產既profit
除非再有利好消息
否則平隱

Sort of. It is not about the profit it derived from the disposal. It is about how the management use it. If they use the proceed from the disposal to (i) pay special dividend, then shareholders can immediately benefit or (ii) use the proceed to invest in high growth assets in China or HK, will result in higher dividend yield in the future.
therefore, in any case, in long run, it is relatively safe stock with growth potential. I just accumulate more at HK$70.75. Treat like cash deposits, better than bank interest rate.

私人傳訊

積分: 10704

6^#

發表於 17-11-29 11:06 |只看該作者

boboting 發表於 17-11-29 11:03
Sort of. It is not about the profit it derived from the disposal. It is about how the management use ...

Just read the news , the proceeds will be used for share buyback . Good for investor but I would recommend to buy around 70

私人傳訊

barbielun

男爵府

積分: 6875

7^#

發表於 17-11-29 11:37 |只看該作者

回覆樓主

我$38入，反而唔知放唔放好

私人傳訊

積分: 2986

8^#

發表於 17-11-29 11:38 |只看該作者

kendomimi 發表於 17-11-29 11:06
Just read the news , the proceeds will be used for share buyback . Good for investor but I would re ...

yes,

私人傳訊

bmuimami

水晶宮

積分: 69817

9^#

發表於 17-11-29 11:53 |只看該作者

barbielun 發表於 17-11-29 11:37
我$38入，反而唔知放唔放好

本帖最後由 bmuimami 於 17-11-29 11:54 編輯

我$5x，唔捨得放呀

私人傳訊

bb560

伯爵府

積分: 18680

2024年龍年勳章畀面勳章

10^#

發表於 17-11-29 12:08 |只看該作者

boboting 發表於 17-11-29 11:03
Sort of. It is not about the profit it derived from the disposal. It is about how the management use ...

管理層話用黎回購股份

私人傳訊

積分: 10704

11^#

發表於 17-11-29 12:48 |只看該作者

回覆樓主：

本帖最後由 kendomimi 於 17-11-29 12:53 編輯

其實11月21日除凈後我set 過67.5入唔到，我冇追呀
因為佢revenue 增長ok但唔係特別快
純利大幅增加主要來自投資物業fair value 估值
咁依家出售左d投資物業收取一次性收益後
Revenue 、純利增長會變慢
就好似你原本有10層樓收租，依家好價放三層，係有one off capital gain 呀，以後靠剩低七層收租,收入咪少左lor
不過佢持續有商場翻新(用以上例子，翻新剩低個七層樓咪可以出租/出售貴d）share buyback 都可以支持股價
我今晚再睇下佢d financials 先

私人傳訊

Gaeroo

禁止訪問

積分: 1097

12^#

發表於 17-11-29 13:09 |只看該作者

提示: 作者被禁止或刪除內容自動屏蔽

私人傳訊

cc1549

男爵府

積分: 8201

13^#

發表於 17-11-29 13:25 |只看該作者

Gaeroo 發表於 17-11-29 13:09
今日最高 72.3, 根本冇需要分析, 這些壟斷、冇王管、任加租的吸血鬼, 股價只會一直升. ...

就係LIKE 823管埋層壟斷、冇王管、任加租的吸血鬼管埋手段法, 搾盡小商販,小市民既血汗錢....如果佢套現果70幾億, 繼續用呢d手法去做, 過紅底都只係一兩年既事...
我地呢d小市民唯一可做, 係買領展股票做對沖..

當初政府跟本係賤賣資產

私人傳訊

cc1549

男爵府

積分: 8201

14^#

發表於 17-11-29 13:29 |只看該作者

你睇下領展其下街市唔會再好似以前咁濕淋淋, 開行冷氣

....長衣街市仲有個巨型金魚缸任意觀賞

私人傳訊

Gaeroo

禁止訪問

積分: 1097

15^#

發表於 17-11-29 13:52 |只看該作者

提示: 作者被禁止或刪除內容自動屏蔽

私人傳訊

Gaeroo

禁止訪問

積分: 1097

16^#

發表於 17-11-29 13:59 |只看該作者

提示: 作者被禁止或刪除內容自動屏蔽

私人傳訊

積分: 2986

17^#

發表於 17-11-29 14:02 |只看該作者

本帖最後由 boboting 於 17-11-29 14:04 編輯

cc1549 發表於 17-11-29 13:25
就係LIKE 823管埋層壟斷、冇王管、任加租的吸血鬼管埋手段法, 搾盡小商販,小市民既血汗錢....如果佢套現果7 ...

It is a bit unfair to say that. The mall was poorly managed by the government so the rental was low and value was low. The 823 management invested to improve the mall and also hire good management team (implies higher salaries expenses), that's why the price and income keep going up. You cannot use today's asset value to justify that the assets was sold cheap. The valuation was derived from the rental income at that time. Moreover, normally most stated owned business are poorly managed.

私人傳訊

積分: 10704

18^#

發表於 17-11-29 14:09 |只看該作者

回覆樓主

其實領展旗下物業每年加租5%度之嘛（好似），好合理
領展係有用錢翻新d街市，改善環境，提升收益同資產價值，對股東同社會都有交代，公平講我覺得管理層做得好好

私人傳訊