tag:blogger.com,1999:blog-28838839.post2043429812764578831..comments2024-03-28T20:38:41.305+08:00Comments on 市場先生自語: 遠東發展(35)估值低, 潛在盈利能力高市場先生http://www.blogger.com/profile/16233063454441287643noreply@blogger.comBlogger18125tag:blogger.com,1999:blog-28838839.post-11513864297527643702016-01-22T22:24:37.328+08:002016-01-22T22:24:37.328+08:004千萬盈利係有咩非經常性費用? 朋友,我見全年盈利有4億架WO4千萬盈利係有咩非經常性費用? 朋友,我見全年盈利有4億架WO王子無待堂https://www.blogger.com/profile/05998572297182537662noreply@blogger.comtag:blogger.com,1999:blog-28838839.post-16071016004472476702016-01-22T22:23:08.082+08:002016-01-22T22:23:08.082+08:00作者已經移除這則留言。王子無待堂https://www.blogger.com/profile/05998572297182537662noreply@blogger.comtag:blogger.com,1999:blog-28838839.post-71981844261254519392015-12-20T23:33:37.175+08:002015-12-20T23:33:37.175+08:0035有不少發展項目具盈利潛力.35有不少發展項目具盈利潛力.市場先生https://www.blogger.com/profile/16233063454441287643noreply@blogger.comtag:blogger.com,1999:blog-28838839.post-19359849216650185672015-12-18T13:42:54.153+08:002015-12-18T13:42:54.153+08:00but the return on 35 hotel is insanely low. Hotel ...but the return on 35 hotel is insanely low. Hotel part has a NAV of HKD 9626m but only generate 38m of net profit. the yield is 0.4% in six months. I would rather they sell all hotel and invest in US government bondsEThttps://www.blogger.com/profile/07351570427856422240noreply@blogger.comtag:blogger.com,1999:blog-28838839.post-36655970934795644012015-12-17T21:40:05.976+08:002015-12-17T21:40:05.976+08:00酒店不是高回報的生意.酒店不是高回報的生意.市場先生https://www.blogger.com/profile/16233063454441287643noreply@blogger.comtag:blogger.com,1999:blog-28838839.post-89843748013112419022015-12-17T21:39:06.731+08:002015-12-17T21:39:06.731+08:00收息可以.收息可以.市場先生https://www.blogger.com/profile/16233063454441287643noreply@blogger.comtag:blogger.com,1999:blog-28838839.post-21222913143228201772015-12-17T21:38:35.117+08:002015-12-17T21:38:35.117+08:00我現時的投資組合主要是資產折讓收息股,仍然是只買不賣.5大持股是296,278,900,635,29...我現時的投資組合主要是資產折讓收息股,仍然是只買不賣.5大持股是296,278,900,635,298.市場先生https://www.blogger.com/profile/16233063454441287643noreply@blogger.comtag:blogger.com,1999:blog-28838839.post-45071170974986085002015-12-17T21:36:06.645+08:002015-12-17T21:36:06.645+08:00如果澳門政府收地一事不得到好的解決, 當然對34有不利影響. 如果澳門政府收地一事不得到好的解決, 當然對34有不利影響. 市場先生https://www.blogger.com/profile/16233063454441287643noreply@blogger.comtag:blogger.com,1999:blog-28838839.post-60430969529600761732015-12-17T21:23:51.853+08:002015-12-17T21:23:51.853+08:00香港有不少股長期資產大折讓, 平時無人有興趣, 等到有好消息才高追.香港有不少股長期資產大折讓, 平時無人有興趣, 等到有好消息才高追.市場先生https://www.blogger.com/profile/16233063454441287643noreply@blogger.comtag:blogger.com,1999:blog-28838839.post-2038697329657408472015-12-17T21:21:59.179+08:002015-12-17T21:21:59.179+08:0035是淨負債公司,加息唔多唔少都會有影響.不過, 做生意加息應該是已經考慮在內的因素.35是淨負債公司,加息唔多唔少都會有影響.不過, 做生意加息應該是已經考慮在內的因素.市場先生https://www.blogger.com/profile/16233063454441287643noreply@blogger.comtag:blogger.com,1999:blog-28838839.post-68362357360215457092015-12-17T21:20:14.824+08:002015-12-17T21:20:14.824+08:00我寫文章沒有止凡兄咁勤力.我寫文章沒有止凡兄咁勤力.市場先生https://www.blogger.com/profile/16233063454441287643noreply@blogger.comtag:blogger.com,1999:blog-28838839.post-73882453546441310012015-12-16T11:57:39.235+08:002015-12-16T11:57:39.235+08:0035 has bunch of hotel asset that are generating ve...35 has bunch of hotel asset that are generating very low return and they won't be able to sell them. The NAV figure is meaningless.EThttps://www.blogger.com/profile/07351570427856422240noreply@blogger.comtag:blogger.com,1999:blog-28838839.post-91903344367486739432015-12-15T15:23:22.990+08:002015-12-15T15:23:22.990+08:00市埸先生:2388現在值得買嗎?市埸先生:2388現在值得買嗎?我是中國人https://www.blogger.com/profile/03672422696452350349noreply@blogger.comtag:blogger.com,1999:blog-28838839.post-86012261794542527252015-12-15T14:42:58.915+08:002015-12-15T14:42:58.915+08:00今年會公開你的永久投資組合嗎??
今年會公開你的永久投資組合嗎??<br />Anti-HSBC https://www.blogger.com/profile/07734427079045028942noreply@blogger.comtag:blogger.com,1999:blog-28838839.post-62636877254275499662015-12-14T12:11:04.060+08:002015-12-14T12:11:04.060+08:00先生,
唔知先生怎樣看0034 九建俾澳門政府收地一事,
股價又反映不少, 其實是否只是信心問題...先生,<br /><br />唔知先生怎樣看0034 九建俾澳門政府收地一事, <br />股價又反映不少, 其實是否只是信心問題, 定或是對估值有更大的影響?DICKnoreply@blogger.comtag:blogger.com,1999:blog-28838839.post-69813097184246638752015-12-14T11:59:50.719+08:002015-12-14T11:59:50.719+08:00此股長期呈現深度資產折讓,想請教一下市場先生原因為何?此股長期呈現深度資產折讓,想請教一下市場先生原因為何?流星https://www.blogger.com/profile/17808326189295457970noreply@blogger.comtag:blogger.com,1999:blog-28838839.post-36822041562521697252015-12-14T11:43:08.300+08:002015-12-14T11:43:08.300+08:00美國加息對佢影響不大?美國加息對佢影響不大?OSCARhttps://www.blogger.com/profile/13511201010974197764noreply@blogger.comtag:blogger.com,1999:blog-28838839.post-62592842392977790222015-12-14T07:25:54.583+08:002015-12-14T07:25:54.583+08:00市場兄真勤力,這麼高折讓的股票值得研究一下。市場兄真勤力,這麼高折讓的股票值得研究一下。止凡https://www.blogger.com/profile/13815373715261739551noreply@blogger.com