我很喜歡的金朝陽昨晚公佈2016年業績, 資產折讓股我最關注是每股資產淨值和派息. 結果,
金朝陽的每股資產淨值由57.37元大增至66.96元, 除了繼續派未期息每股0.2元之外, 公司宣佈派特別股息每股1元. 因此,
我又財息兼收.
施洛斯式的價值投資, 就是看財報, 尤其是資產負債表, 然後投資, 憑這方法,
近年我每年賺取7位數的利潤, 今年3月未完, 我已經賺取7位數的利潤.
Simple but not easy.
另外, 做完首次施洛斯價值投資課程之後, 我會忙於搬屋和私人事務, 因此, 下一次再搞施洛斯價值投資課程會是何年何月, 我也不知道.
Alwin : Congratulations to you!
回覆刪除Yes, it seems simple but it needs enough accounting knowledge...... so I can't say it's easy for everybody.
Besides, the management team of 878.HK...... past years only paid very little dividends c.f. its declared profits and significant assets; the 1st 6 months only earned HK$59millions(a drop of 80% c.f. 2016 same period) and now whole year earned HK$2825millions. But you note that the major shareholder has bought additional 2%(about 5.7millions shares) from Jun2016 to Jan2017.
Also, it's quite strange why those retail investment properties(especially in Causeway Bay) would have significant revaluation surplus in 2016. We may compare it with 014.HK.
Anything wrong with my comments ?
關於重估收益我都有留意到, 有機會問下管理層.
刪除Alwin : Thanks a lot. Best wishes to you!
刪除請問1188正道集團呢隻可炒起嗎?
回覆刪除1188沒買過.
刪除255亦大派特別股息 市場兄收息都手軟
回覆刪除是呀, 喜訊連連.
刪除先生我已報名，到時帶埋你第一本出的書。可否簽名thx
回覆刪除多謝支持.
刪除市場先生,請問應用 Walter Schloss 的方法, 是否要有$5m, 因為要買齊100隻股票,我估這數字差不多.
回覆刪除巴黎堂見
如果買100隻股票的話, 有500萬會好D. 否則買少幾隻.
刪除施洛斯式的價值投資有何盲點?
回覆刪除我有時出價太保守, 買唔到貨.
刪除想請教市場先生不知道哪裡還能買到您過去出版的書籍?
回覆刪除請問沒有學習經濟基礎的適合上這課程嗎？
回覆刪除什麼都不懂，還是報了名，先謝分享！
刪除請教 先生對251停牌有什麼看法?
回覆刪除Student : No guessing answer, see 251's announcement !
刪除