Student : Maybe due to 2380.HK holds 362,800,000shares(16.98%) of 600021(now @RMB12.79 per share). Totalling market value is RMB4,640,000,000. That means one share 2380.HK has about HK$0.70 from 600021 !
Student : My respectful Mr. Market, in the long run :
1. Will 601318(now RMB36.60) better than 1339.HK(now HK3.20) ? 2. Will 3988.HK(now HK$3.73) better than 998.HK(now5.13) ? 3. Will 1938.HK risky ?(There are many other China Developers Companies.) 4. I have a little 2380.HK. 5. Will 190.HK too risky ?(Historical records + management seems no good.)
About 998.HK : Do you know how much loans 998.HK are granted to Citic Group members, like 267.HK ? I am afraid the bad debts provision may not reflect the true picture. On the other hand, now 3988.HK(@HK$3.73) bears about "10% discounted PB" among the 4 big China Banks.
In view of the poor results of the 1st Quarter 2017 of 902.HK and 1071.HK , I am now expecting 2380.HK also not good. I have switched to 735.HK speculatively because of the company's reconstruction goes ahead ...... it might be a nuclear power tomorrow's star .
Market showing positive but if the final announcements show that as a shareholder we need use money to buy the new listed share. I think i will sell off . Unless they free to us at least certain portion. Coz they r try to selling our asset.
Student : Just keep a close eye on it ! Set a bottom line yourself......My target is HK$10.98. After selling, you may considering switch to 3377.HK because of low P/E and high dividend yield and with almost 50% discount of NAV. (P.S. Always maintaining your investment stocks in the long run..... receiving dividends and re-investing.) Good good Luck!
Student: Already switched to its parent company 610.HK because of valuation. 610.HK is much cheaper and I have not sold it yet.
Stock market is dynamic, any target price set by anyone should always be regarded as in very short time. Everyday you have to decide whether there are "more attractive" stocks of same field for you to do "stocks switching" so that less risky and maximizing your investment portfolio in the long run. Good good luck.
Thanks,today's road king has announced it revenue ,first quarter already done last year half year revenue, i think this is a good start. U r rite 610 value is a much cheaper and their market cap is smaller alot also.
Listed companies' news are always announced out of our control, so we have to 'keep a close eye' on our investment portfolio members and try to maximise the total value ...... because they are our true money.
Somebody thinks I am over-trading. This is misunderstanding. As an "value investing student"(P.S. I learn from the Market and my respectful Mr. Market.), I have my investment portfolio which include a certain listed stocks. My intention is to hold them for receiving dividends in the long run, but it doesn't mean that I will not do "stocks switching". When opportunity comes and if doing a right switching, it may minimise risk and maximise the total value of my investment portfolio in the long run.
No one can predict next day's HS Index, not to say 3-months later or 1-year later. So I am mainly holding relatively good stocks, usually Low P/E ratio + High dividend yield + LOw PB + Good past records + Good Management + ...... and else. No matter tomorrow HK Index drops 2000 points or going up 2000 points,...... just pay attention on members of my investment portfolio and see whether there are other more attractive stocks in the market suitable for me to make "stocks switching" or even doing "stocks switching" among members of my portfolio.
If you are a market loser, I suggest you "need not" add new money in your investment portfolio. Try to maximise your present investment portfolio by yourself.
Of course, you must have some knowledge and ideas about certain stocks before making "stocks switching". Otherwise forget it at all!
(P.S. I seldomly tell my relatives or friends to do this because not everyone character suitable for buying stocks and most people do not have the interest, knowledge, effort and time.)
No one can guarantee which stocks will bring you wealth, so we need to work hard and good good luck!
The more you talk, the more you sound like a fool. No need to explain yourself condescendingly. Your ideas are full of contradictions. Most people could see through your so called "knowledge" and "stock switching" ability, but don't stop believing in yourself if it makes you feel good.
I have full respect for Mr Market, who has selflessly shared his ideas over a long period of time. I don't think you should shamelessly attach your name to his any more. Calling yourself Student does not make you humble. ;)
Student : 363.HK have 3 different business sectors : 1.Properties 2.Infrastructure 3.Consumables
Fund managers do not like to buy diversified business companies. Also, the past years profits of 363.HK are unstable, so future profits seem unpredictable. PB0.7 also not attractive...... many China property developers companies have low PB , like 3377.HK . Check it yourself !
Student : Please give an example...... Overall, for NAV you must using the same date for comparison. Besides, I find that aastocks is using a fixed ex. rate 1.11125 for RMB exchange to HKD at 31Dec2016. Etnet is using different ex. rates for differnt companies, this may due to it adopt ex. rates at the profit-announcement dates of those listed companies.
Student : The NAV of 2380.HK at 31Dec2016 was RMB3.714,
aastocks ~ The ex. rate used by it at 31Dec2015 was 1.1761(you can find it at the bottom line in the page "Profits Summary", so RMB3.714 x 1.1761 = HK$4.368
Last night I had a dream with a fool : Fool said," Happy Easter! What do you like? " Student replied," I want to eat an Easter Egg. " Fool said," That's easy. I can give you nine hundred Easter eggs! " Student screamed," Oh! Really? " Fool said," Sure! ...... cause I'm the Student God! " Student thought," Student God?......I already have a driving licence!" and Student said," Let me think...... " After 4.27 seconds, Student replied, "I think 900 Easter eggs is too much for me. I had already eaten 18 eggs half year ago. Can you give me 20 more? " Student God said," No problem! I give you 20! ...... and with special 10! " Student asked," Why with special 10? " Student God replied," Cause this year I am 30 years old. " Student cried out," Congratulations! " Student God said," Happy Easter! Good good luck to you all! "
Today (4.27) lunch time, 900.HK announced its financial result for year ended 28Feb2017 :-
Profit per share : HK$0.7135 , so P/E ratio = ? Full year dividend per share = HK$0.38 , so Dividend Yield = ? Net book value per share = HK$6.55 , so PB = ?
Remarks : Those "?" figures depend on the Market Price.
Conclusion : 1. Low P/B + Low PB + High Dividend Yield + Good Management 2. A little disappointment is no special dividend for 30th anniversary. But more retained money in the company will be better when market interest rate is growing up. 3. Hoping the coming interim dividend also HK$0.20 so that total dividends for coming year could be HK0.40 per share.
Today 900.HK closed at HK$5.80, but it had already ex. div. HK$0.20 on 27Jun. If you had bought it before 27Jun and at buy-in price <HK$6.00 , you should still have "a little" profit.
My weighted average cost of 900.HK is HK$5.55, without taking into accounts of 2016/17 interim and final dividends. (I recommend investors should not "too care" about "past" buy-in costs ...... investors should instead considering the "reasonableness" of the present market prices of different "high corelated" stocks ...... so as to consider whether to do "stocks switching".
In view of the "bravo" 1st quarter 2017/18 results", I predict 900.HK might declare more dividends in coming year.
As an value investment, I still recommend 900.HK.
Good good luck to all 900's shareholders!
900...... gogogo......go to HK$9.00!
Go to sleep now......and thanks to...... Student God.
About 133.HK, set no target ...... keep an close eye at monthly NBV announced by the company ...... it must be better than 2822.HK or 2823.HK in the long run ...... because in the long run, 133.HK may be liquidated and distributed all its "assets" to us shareholders!
About 016.HK, I just noted that it's full year(y.e.30Jun2017) result would be announced on 14Sep2017.
Half yearly profit was already increased by 40.3%.
I think its updated P/E may be just around 8.
If it could declare more dividends + declare "shares buyback scheme" or declare bonus shares 1 for 1 , its share price might easily going up by 5~10%!
It's not just a property developer company, but also a property investment company(i.e. holding properties for generating rental income) because it holds many wellknown malls and office buildings.
Presently 016.HK is definitely an undervalued blue-chip.
1. 3377.HK's interim result(1Jan~30Jun,2017) to be announced on 23Aug2017 ...... more interim dividends is expected.
2. 573.HK's interim result (1Jan~30Jun,2017) to be announced on 24Aug2017 ...... "Profit warning" was already noticed. But I expect it will pay interim dividend, maybe @HK$0.4/share (2016 : @HK$0.6/share)...... Let's see. Besides, 341.HK holds 10% of 573.HK ......
2. 133.HK's interim result(1Jan~30Jun,2017) to be announced on 29Aug2017 ...... "Loss" turns to "Profit" is expected. I just concern whether it will pay interim dividend this time because it should be a cash cow now.
573.HK(now HK$1.50) just announced its interim result:
Interim dividend HK$0.055(2016 : HK$0.06);
Half year's announced profit = HK$40M(2016:HK$90M), but not yet included ex. gain HK$20M ...... so that actually profit attributable to shareholders was around HK$61M(2016:HK$67M)..... that means only 10% less!
No special about 016.HK full year result ...... only the enforcement of many malls will be built up in coming few years and so more and more rental income will be expected.
133.HK's NAV at 31Dec2017 was HK$36.55! ... just announced. (.............. 30Jun2017 was HK$32.07 only.) (.............. 31Dec2016 was HK$28.58 only.)
133.HK just announced its NAV at 31Jan2018 was HK$39.24(31Dec2017: HK$36.55).
The big news is that it had sold the last 23.936M shares of 601166.SH during Jan2018 for RMB(775M - 335M) = RMB440M, i.e. average @RMB18.38.(RMB440M approximately represents HK$528M using ex. rate 1.20)
From AAstocks.com, 133.HK's cash at 31Dec2017 was US$48M (i.e.HK$375M). Therefore, 133.HK available cash at 31Jan2018 could be HK$528M + HK$375M = HK$903M ... which means every share has available cash HK$903M/152.333shares = HK$5.93 ... while today(15Feb2018) 133.HK closed at HK$13.62.
That is to say, 133.HK 's NAV at 31Jan2018 included cash HK$5.93 per share.
Next month it will announce its full year result and declare the final dividend and special dividend, if any. I think this time 133.HK will satisfy its shareholders.
Just 1-2 months ago some professional licensed representatives claimed the HS Index could hit 25,500 and one even said 40,000. Many of them said that the average P/E(Market price/Earning per share) of the 50 members in HS Index is only around 13 to 15 only ...... Up to now, I still not learned from any professional analyst making any correction.
The above mentioned 17 members occupying significant weighting in the HS Index. I am interesting to know the present weighted average P/E of HS Index. Can anyone find this out?
I think the shares buyback of 003.HK recently is just a window-dressing action. 003.HK management may think that some 'long-run' investors(shareholders) might have the idea of selling 003.HK if market price < HK$15.00 .
To me, 003.HK at >HK$15.00 is not attractive at all ...... High P/E + Slow Growth ; Low Dividend Yield ; High PB . But many investors want to have the "1 fo 10" bonus share every year. In fact, bonus shares add no value to the company. It only increases the number of shares and so dilutes the future profit per share and book value per share. Besides, the company must incur administrative costs on issuing bonus shares.
Conclusion : This is only my opinion. To buy it or not? ...... Ask yourself.
Thanks for your reading. Work hard and good good luck!
Sorry, I am not Mr. Market. But may I have a little opinion about 026.HK.
026.HK is now principally a property developer and property investment company. Today market price closed at HK$104.00 . At 31Dec2016, its net asset value per share is HK$171.03 (you may calculate this from the latest interim accounts)...... so PB =104/171.03 = 0.608 .
Subjectively I will compare it with 016.HK(a blue-chip). Today 016.HK closed at HK$117.40 while its NAV at 31Dec2016 is HK$164.69(also you may find it out yourself)...... so PB = 117.4/164.69 = 0.713 .
For past dividends yield, 016.HK is higher than 026.HK .
Comparing company reputation, company size, past management performance and future prospects, 016.HK is the best among all big property developers companies in HK. Additionally, 016.HK have many investment properties (especially malls) to be completed in coming years...... i.e. much more rental income .
For me, it apparently 016.HK is much safe for long run investment.
Ask yourself : Once you buy 026.HK , can you keep a close eye on its share price everyday and every moment ?
我也持有中国电力,但是这次的业绩报告对中国电力不那么理想,不知道先生是以什么原因买入中国电力
回覆刪除Student : Maybe due to 2380.HK holds 362,800,000shares(16.98%) of 600021(now @RMB12.79 per share). Totalling market value is RMB4,640,000,000.
刪除That means one share 2380.HK has about HK$0.70 from 600021 !
Student : My respectful Mr. Market, in the long run :
回覆刪除1. Will 601318(now RMB36.60) better than 1339.HK(now HK3.20) ?
2. Will 3988.HK(now HK$3.73) better than 998.HK(now5.13) ?
3. Will 1938.HK risky ?(There are many other China Developers Companies.)
4. I have a little 2380.HK.
5. Will 190.HK too risky ?(Historical records + management seems no good.)
1. 我買1339的原因: (1) PB < 1, (2) 它有壽險業務. 當一支有壽險業務的保險股PB<1, 買入就對了.
刪除2. 我買998因為PB最低
3. 190.HK, 不是這樣的. 190在光大手裡的時候, 幾乎破產, 控股權易手給上海建工集团, 上海建工集团仍然搞唔掂, 自從2003年底黃剛接手成為大股東之後, 190慢慢有起息, 從破產邊緣起死回生.
Student : My respectful Mr. Market :
刪除About 998.HK : Do you know how much loans 998.HK are granted to Citic Group members, like 267.HK ? I am afraid the bad debts provision may not reflect the true picture. On the other hand, now 3988.HK(@HK$3.73) bears about "10% discounted PB" among the 4 big China Banks.
About 190.HK : Why Mr.Wong K. believable ?
Thanks a lot.
Student :
刪除In view of the poor results of the 1st Quarter 2017 of 902.HK and 1071.HK , I am now expecting 2380.HK also not good. I have switched to 735.HK speculatively because of the company's reconstruction goes ahead ...... it might be a nuclear power tomorrow's star .
Good good luck!
Student says: 735......gogogo......go to HK$17.35!
刪除52 週低位入咗 222 閩信集團
回覆刪除222 不怕供股?
回覆刪除先生 : 可否給予買190 理由?
回覆刪除我會寫分析文章
刪除等待中
刪除等等待中
刪除190去年二十五股合一、市場預期是為供股作凖備,至於折讓大,只要你打算持有10至20年等他被收購便可以,但大部分折讓大的公司10年過後還是折讓很大!
回覆刪除190 合股是有股東在股東大會建議的, 結果管理層接納股東意見. 至於猜測合股是為供股作凖備的言論去年已經有, 至今暫時證明是錯的, 190並沒有供股.
刪除大部分折讓大的公司10年過後還是折讓很大!我同意. 一支股票可以10年PB都是0.3, 但股價已經升了5倍, 因為NAV升了5倍, 看不懂這個道理, 只是因為你對折讓股有偏見.
先生,对于路劲公布分拆业务,是否有什么见解。分拆后对公司的现金流会否有很大的影响。
回覆刪除谢谢
Student : I think the market will tell you today(10Apr2017). Let us see!
回覆刪除Market showing positive but if the final announcements show that as a shareholder we need use money to buy the new listed share. I think i will sell off . Unless they free to us at least certain portion. Coz they r try to selling our asset.
刪除Student : Just keep a close eye on it ! Set a bottom line yourself......My target is HK$10.98. After selling, you may considering switch to 3377.HK because of low P/E and high dividend yield and with almost 50% discount of NAV. (P.S. Always maintaining your investment stocks in the long run..... receiving dividends and re-investing.) Good good Luck!
刪除Did u sell off, since already hit your target.
刪除Student: Already switched to its parent company 610.HK because of valuation. 610.HK is much cheaper and I have not sold it yet.
刪除Stock market is dynamic, any target price set by anyone should always be regarded as in very short time. Everyday you have to decide whether there are "more attractive" stocks of same field for you to do "stocks switching" so that less risky and maximizing your investment portfolio in the long run. Good good luck.
Seems to me you are over-trading. Will your return suffer? Only time will tell.
刪除Good good luck, cause you will need it ;)
Thanks,today's road king has announced it revenue ,first quarter already done last year half year revenue, i think this is a good start. U r rite 610 value is a much cheaper and their market cap is smaller alot also.
刪除Student : Thanks teh.
刪除Listed companies' news are always announced out of our control, so we have to 'keep a close eye' on our investment portfolio members and try to maximise the total value ...... because they are our true money.
Somebody thinks I am over-trading. This is misunderstanding. As an "value investing student"(P.S. I learn from the Market and my respectful Mr. Market.), I have my investment portfolio which include a certain listed stocks. My intention is to hold them for receiving dividends in the long run, but it doesn't mean that I will not do "stocks switching". When opportunity comes and if doing a right switching, it may minimise risk and maximise the total value of my investment portfolio in the long run.
No one can predict next day's HS Index, not to say 3-months later or 1-year later. So I am mainly holding relatively good stocks, usually Low P/E ratio + High dividend yield + LOw PB + Good past records + Good Management + ...... and else. No matter tomorrow HK Index drops 2000 points or going up 2000 points,...... just pay attention on members of my investment portfolio and see whether there are other more attractive stocks in the market suitable for me to make "stocks switching" or even doing "stocks switching" among members of my portfolio.
If you are a market loser, I suggest you "need not" add new money in your investment portfolio. Try to maximise your present investment portfolio by yourself.
Of course, you must have some knowledge and ideas about certain stocks before making "stocks switching". Otherwise forget it at all!
(P.S. I seldomly tell my relatives or friends to do this because not everyone character suitable for buying stocks and most people do not have the interest, knowledge, effort and time.)
No one can guarantee which stocks will bring you wealth, so we need to work hard and good good luck!
Gogogo!
Good night.
The more you talk, the more you sound like a fool. No need to explain yourself condescendingly. Your ideas are full of contradictions. Most people could see through your so called "knowledge" and "stock switching" ability, but don't stop believing in yourself if it makes you feel good.
刪除I have full respect for Mr Market, who has selflessly shared his ideas over a long period of time. I don't think you should shamelessly attach your name to his any more. Calling yourself Student does not make you humble. ;)
可否分析363上實pb 0.7,資產$33
回覆刪除Student : 363.HK have 3 different business sectors :
刪除1.Properties
2.Infrastructure
3.Consumables
Fund managers do not like to buy diversified business companies. Also, the past years profits of 363.HK are unstable, so future profits seem unpredictable. PB0.7 also not attractive...... many China property developers companies have low PB , like 3377.HK . Check it yourself !
Hope this can help you.
我發覺 etnet 和 aastocks 睇同一支股票,「每股資產淨值」係不一樣,先生,請問何解...? 應該如何參考 ?
回覆刪除Student : Please give an example...... Overall, for NAV you must using the same date for comparison. Besides, I find that aastocks is using a fixed ex. rate 1.11125 for RMB exchange to HKD at 31Dec2016. Etnet is using different ex. rates for differnt companies, this may due to it adopt ex. rates at the profit-announcement dates of those listed companies.
刪除例如中國電力 (2380) 2015年 NAV:
刪除aastocks = $4.3686 HKD
etnet = $3.714 RMB
Student : The NAV of 2380.HK at 31Dec2016 was RMB3.714,
刪除aastocks ~ The ex. rate used by it at 31Dec2015 was 1.1761(you can find it at the bottom line in the page "Profits Summary", so
RMB3.714 x 1.1761 = HK$4.368
No difference.
明白,謝謝
刪除Student : An easter egg ~
刪除Last night I had a dream with a fool :
Fool said," Happy Easter! What do you like? "
Student replied," I want to eat an Easter Egg. "
Fool said," That's easy. I can give you nine hundred Easter eggs! "
Student screamed," Oh! Really? "
Fool said," Sure! ...... cause I'm the Student God! "
Student thought," Student God?......I already have a driving licence!"
and Student said," Let me think...... "
After 4.27 seconds, Student replied, "I think 900 Easter eggs is too much for me. I had already eaten 18 eggs half year ago. Can you give me 20 more? "
Student God said," No problem! I give you 20! ...... and with special 10! "
Student asked," Why with special 10? "
Student God replied," Cause this year I am 30 years old. "
Student cried out," Congratulations! "
Student God said," Happy Easter! Good good luck to you all! "
Student : An Easter Egg (900.HK)
刪除Today (4.27) lunch time, 900.HK announced its financial result for year ended 28Feb2017 :-
Profit per share : HK$0.7135 , so P/E ratio = ?
Full year dividend per share = HK$0.38 , so Dividend Yield = ?
Net book value per share = HK$6.55 , so PB = ?
Remarks : Those "?" figures depend on the Market Price.
Conclusion :
1. Low P/B + Low PB + High Dividend Yield + Good Management
2. A little disappointment is no special dividend for 30th anniversary.
But more retained money in the company will be better when market interest rate is growing up.
3. Hoping the coming interim dividend also HK$0.20 so that total dividends for coming year could be HK0.40 per share.
900......Gogogo......go to HK$9.00 !
Work hard and good good luck!
Student : Typing mistake above ~
刪除Conclusion :
1. Low P/E + ...... (not P/B)
Student : 900......gogogo......go to HK$9.00 !
刪除Student : 900.....gogogo......go to HK$9.00!
刪除Student says: 900......gogogo......go to HK$9.00!
刪除Student says: 900......gogogo......go to HK9.00!
刪除唔該呢位[學生哥]不要在人家的地方賣藝. 睇得多,都令人把鬼火...吹足成個月,把口都臭啦...
刪除嘩哈哈~~~估計那位網友想同[學生哥]講: okaerinasai(客氣和敬語,尊重AEON產地.),唔好聽一D就係香港人的:[返歸啦!] 市場先生不在,[水鬼升城隍] , 這裡一樣好睇......
刪除900 and 984 ~ Which is better ?
刪除984 or 900 ~ Which is better ?
刪除984(now around HK$7)
刪除900(now around HK5.9 + Dividend HK$0.2 to be ex. div. on 27Jun2017)
Which is better ?
823(now around HK$63) and 016(now around HK$118) ~
刪除Which is better ?
Student says :
刪除Tomorrow watch out for 900.HK !
GoGoGo and Good Good Luck !
Student says :
刪除Bravo! 900.HK just announced 1st quarter of 2017/18 results.
GOGOGO~~~ 900......gogogo......go to HK5.85. You better watch out. You better not cry. Santa claus is coming to Town...another student
刪除Student says :
刪除Today 900.HK closed at HK$5.80, but it had already ex. div. HK$0.20 on 27Jun. If you had bought it before 27Jun and at buy-in price <HK$6.00 , you should still have "a little" profit.
My weighted average cost of 900.HK is HK$5.55, without taking into accounts of 2016/17 interim and final dividends. (I recommend investors should not "too care" about "past" buy-in costs ...... investors should instead considering the "reasonableness" of the present market prices of different "high corelated" stocks ...... so as to consider whether to do "stocks switching".
In view of the "bravo" 1st quarter 2017/18 results", I predict 900.HK might declare more dividends in coming year.
As an value investment, I still recommend 900.HK.
Good good luck to all 900's shareholders!
900...... gogogo......go to HK$9.00!
Go to sleep now......and thanks to...... Student God.
Student says :
刪除P.S. I do hope that us individual investors should focus on "good management" and "earning profits" stocks.
Student says: 900......gogogo......go to HK$9.00!
刪除Student says," A black pearl : 133.HK"
刪除Student says:133.HK NBV at 30Jun2017 was HK$32.07!
刪除Student says: About 900.HK,
刪除When share price = HK$6.00
If coming interim div. is HK$0.20,
and if coming final div. is HK$0.22,
then div. yield will be HK$0.42/HK$6 = 7% p.a.
Student says:
刪除About 133.HK, set no target ...... keep an close eye at monthly NBV announced by the company ...... it must be better than 2822.HK or 2823.HK in the long run ...... because in the long run, 133.HK may be liquidated and distributed all its "assets" to us shareholders!
Student says :
刪除About 133.HK, last year's interim result announced on 29Aug2016.
I am looking for this half-yearly result by the end of this month.
There's no doubt about making profit for this first half year because NAV at 30Jun2017 was HK$32.07 while at 31Dec2016 was only HK$28.58.
I just hope that it can declare an interim dividend since it has been sold out a certain quantity of 601166 over past months.
Good good luck!
Student says:
刪除About 016.HK, I just noted that it's full year(y.e.30Jun2017) result would be announced on 14Sep2017.
Half yearly profit was already increased by 40.3%.
I think its updated P/E may be just around 8.
If it could declare more dividends + declare "shares buyback scheme" or declare bonus shares 1 for 1 , its share price might easily going up by 5~10%!
It's not just a property developer company, but also a property investment company(i.e. holding properties for generating rental income) because it holds many wellknown malls and office buildings.
Presently 016.HK is definitely an undervalued blue-chip.
Student says:
刪除133.HK just announced its Net Asset Value(NAV) per share at 31Jul2017 was HK$33.17 (For ref: 30Jun2017:HK$32.07 ; 31Dec216:HK$28.58)
Today it closed only at HK$12.10!
Be patient with it ...... interim result will be coming soon.
1. 3377.HK's interim result(1Jan~30Jun,2017) to be announced on 23Aug2017 ...... more interim dividends is expected.
刪除2. 573.HK's interim result (1Jan~30Jun,2017) to be announced on 24Aug2017 ...... "Profit warning" was already noticed. But I expect it will pay interim dividend, maybe @HK$0.4/share (2016 : @HK$0.6/share)...... Let's see. Besides, 341.HK holds 10% of 573.HK ......
2. 133.HK's interim result(1Jan~30Jun,2017) to be announced on 29Aug2017 ...... "Loss" turns to "Profit" is expected. I just concern whether it will pay interim dividend this time because it should be a cash cow now.
Correction :
刪除2. 573.HK's ......maybe @HK$0.04/share (2016 : @HK$0.06/share)......
Student says:
刪除Answer 1.
3377.HK(now HK$4.06) just announced its interim result:
Interim dividend HK$0.167(2016 : HK$0.079);
NAV per share = RMB6.14, say if @1.165 = HK$7.15
Student says:
刪除Answer 2.
573.HK(now HK$1.50) just announced its interim result:
Interim dividend HK$0.055(2016 : HK$0.06);
Half year's announced profit = HK$40M(2016:HK$90M), but not yet included ex. gain HK$20M ...... so that actually profit attributable to shareholders was around HK$61M(2016:HK$67M)..... that means only 10% less!
Student says:
刪除Answer 3.
133.HK(now HK$12.78) just announced its half-yearly interim result:
"2016's Loss US$39M" turned to "2017's Profit US$60M"; and
At 30Jun2017, "Bank Balances and Cash" was US$73.73M ...... i.e. @HK$3.78 per share ! ...... A Cash Cow !
However, it doesn't declare any interim dividends.
133.HK's NAV at 30Jun2017 was HK$32.07,
but at today closing prices of 600036(RMB27.14) and 601166(RMB18.21)
now that 133.HK's NAV should be around HK$34 !
Student says:
刪除016.HK's full year result will be announced on 14Sep2016(Thursday).
Good result is in no doubt.
I just look for more dividends pay-out ratio and wonder whether there is any good news, e.g. shares buy-back scheme.
Student says:
刪除No special about 016.HK full year result ...... only the enforcement of many malls will be built up in coming few years and so more and more rental income will be expected.
Student says:
刪除A black pearl ~ 133.HK just announced its NAV at 31Aug2017 was HK$34.23 while today it closed only at HK$12.36 !
Student says:
刪除Today, my recommended 3377.HK(with expected 7% dividend yield, I think) is now going up. Good Good Luck!
Student says:
刪除Yesterday evening, 3377.HK announced a very good sales figures of October 2017.
A rise of 72% sales amount c.f. October 2016.
My calculation: A rise of 42.5% sales amount c.f. Jan~Oct 2016.
Student says:
刪除3377.HK gogogo goto HK$7.37 ! ^_^
Student says:
刪除A black pearl ~ 133.HK! ^_^
Student says:
刪除133.HK's NAV at 31Dec2017 was HK$36.55! ... just announced.
(.............. 30Jun2017 was HK$32.07 only.)
(.............. 31Dec2016 was HK$28.58 only.)
Student says:
刪除133.HK holds 55.2M shares of 600036.SH, and also
133.HK holds 23.94M shares of 601166.SH ...
So, 133.HK is a black pearl. ^_^
Student says:
刪除133.HK ~ A black pearl. ^_^
Student says:
刪除30000~31000 = Buy! + Buy! + Buy!
^_^
Student says:
刪除900.HK...900...goo...gogogo...goto HK$9.00! ^_^
Student says:
刪除133.HK's NAV at 31Jan2018 will be announced this week.
900 = HK$9.00 ?
刪除Student says:
刪除Crazy!
133.HK just announced its NAV at 31Jan2018 was HK$39.24(31Dec2017: HK$36.55).
The big news is that it had sold the last 23.936M shares of 601166.SH during Jan2018 for RMB(775M - 335M) = RMB440M, i.e. average @RMB18.38.(RMB440M approximately represents HK$528M using ex. rate 1.20)
From AAstocks.com, 133.HK's cash at 31Dec2017 was US$48M (i.e.HK$375M). Therefore, 133.HK available cash at 31Jan2018 could be HK$528M + HK$375M = HK$903M ... which means every share has available cash HK$903M/152.333shares = HK$5.93 ... while today(15Feb2018) 133.HK closed at HK$13.62.
That is to say, 133.HK 's NAV at 31Jan2018 included cash HK$5.93 per share.
Next month it will announce its full year result and declare the final dividend and special dividend, if any. I think this time 133.HK will satisfy its shareholders.
Good Good Luck!
Student says:
刪除Good stocks
016.HK
133.HK
626.HK
900.HK
...
^_^
Student says:
刪除133.HK shall announce its full year results this month. ^_^
Guess how much final and special dividends?
Student says:
刪除Poor 133.HK does not declare special dividend even though it has significant cash after selling 601166.SH.
Therefore, my updated "Good Stocks List" including ~
016.HK
056.HK
281.HK
435.HK
778.HK
811.HK
626.HK
700.HK
900.HK
988.HK
1105.HK
2318.HK
3377.HK
Student says:
刪除Poor 133.HK does not declare special dividend ... poor management!
Student says:
刪除Suggest to do "stocks switching" from 133.HK to 900.HK.
900.HK shall announce its full year results in this month (probably 25~27 April).
I expect it will declare final dividends of HK$0.22 or HK$0.25.
Student says:
刪除900.HK shall announce its full year(y.e.28Feb2018) results on 25Apr2018. ^_^
Student says:
刪除Listen! Aeonplane is singing, "Believe me I can fly... I'm singing in the sky... "
900.HK... gogogo... goto HK$9.00! ^_^
"Believe me I can fly... I'm singing in the sky..."
刪除900... gogogo... goto HK$9.00
刪除900... gogogo... goto HK$9.00
刪除"Believe me I can fly... I'm singing in the sky..."
刪除"Believe me I can fly... I'm singing in the sky..."
刪除900.HK shall announce its 1st quarter results on 21Jun2018 for the fiscal year 2018/19.
刪除^_^
626.HK shall announce interim dividend for 2018 on 26Jun2018.
刪除^_^
Bravo!
刪除900.HK just announced its 1st Quarter 2018/19 results ... unexpectfully with 30% profit growth!
900.HK ... gogogo ... goto HK$9.00!
^_^
900.HK ... gogogo ... goto HK$9.00! ^_^
刪除Value investment v. Valuation investment
刪除e.g. 900.HK v. 1317.HK
Today 900.HK closed at HK$7.01.
刪除Will it goto HK$7.50 before 30Sep2018 ?
Or even goto HK$9.00 next year ?
Let's see!
Good Good Luck!
^_^
Guess how much interim dividends will be announced by 900.HK next month ?
刪除A. HK$0.20
B. HK$0.22
C. HK$0.24
D. HK$0.25
^_^
Listen! Aeonplane is singing, "Believe me I can fly ... I'm singing in the sky ..."
刪除900.HK ... gogogo ... goto HK$9.00 !
刪除Merry Christmas to everybody!
刪除^_^
Recently privatization happens in 054.HK and 281.HK.
刪除I "guess" the following stocks might be privatized in the future:-
163.HK
373.HK
435.HK
626.HK
811.HK
878.HK
900.HK
1883.HK
3377.HK
Why? ... Because they have low PB, are profitable companies, and major shareholders hold high % shareholding.
^_^
為何不買1398 or 939,而買998?
回覆刪除easter 带小朋友去玩,relax吓^_^
回覆刪除Student: About HS Index (also about 2800.HK) :
回覆刪除Just 1-2 months ago some professional licensed representatives claimed the HS Index could hit 25,500 and one even said 40,000. Many of them said that the average P/E(Market price/Earning per share) of the 50 members in HS Index is only around 13 to 15 only ...... Up to now, I still not learned from any professional analyst making any correction.
The facts are : (P/E)
005.HK (114)
011.HK (18)
023.HK (25)
857.HK (126)
883.HK (830)
135.HK (88)
003.HK (26)
027.HK (29)
066.HK (25)
293.HK - (No profit......only losses)
388.HK (40)
700.HK (47)
762.HK (306)
1928.HK (30)
2018.HK (27)
2319.HK - (No profit......only losses)
2628.HK (30)
The above mentioned 17 members occupying significant weighting in the HS Index. I am interesting to know the present weighted average P/E of HS Index. Can anyone find this out?
Thanks a lot.
多謝先生推介635
回覆刪除其實0003點解會回購?先生覺得如要入貨揸10年應唔應該再等?
回覆刪除Student:
刪除I think the shares buyback of 003.HK recently is just a window-dressing action. 003.HK management may think that some 'long-run' investors(shareholders) might have the idea of selling 003.HK if market price < HK$15.00 .
To me, 003.HK at >HK$15.00 is not attractive at all ...... High P/E + Slow Growth ; Low Dividend Yield ; High PB . But many investors want to have the "1 fo 10" bonus share every year. In fact, bonus shares add no value to the company. It only increases the number of shares and so dilutes the future profit per share and book value per share. Besides, the company must incur administrative costs on issuing bonus shares.
Conclusion : This is only my opinion. To buy it or not? ...... Ask yourself.
Thanks for your reading. Work hard and good good luck!
http://wealth.businessweekly.com.tw/m/GArticle.aspx?id=ARTL000086683
回覆刪除先生,請教這種方式投資(長揸)美股安全嗎?
MR MARKET如果你開班講解,必定支持,不過時間最好係星期六3:00-6:00,^_^
回覆刪除最好星期日,因星期六可能有同學需上班,或下班較晚未能趕及。
回覆刪除最近 62回落,會唔會考慮買番?
回覆刪除strong buy :)
刪除yes i mean 26, thanks
刪除Student :
刪除Sorry, I am not Mr. Market. But may I have a little opinion about 026.HK.
026.HK is now principally a property developer and property investment company. Today market price closed at HK$104.00 . At 31Dec2016, its net asset value per share is HK$171.03 (you may calculate this from the latest interim accounts)...... so PB =104/171.03 = 0.608 .
Subjectively I will compare it with 016.HK(a blue-chip). Today 016.HK closed at HK$117.40 while its NAV at 31Dec2016 is HK$164.69(also you may find it out yourself)...... so PB = 117.4/164.69 = 0.713 .
For past dividends yield, 016.HK is higher than 026.HK .
Comparing company reputation, company size, past management performance and future prospects, 016.HK is the best among all big property developers companies in HK. Additionally, 016.HK have many investment properties (especially malls) to be completed in coming years...... i.e. much more rental income .
For me, it apparently 016.HK is much safe for long run investment.
Ask yourself : Once you buy 026.HK , can you keep a close eye on its share price everyday and every moment ?
Thanks for reading.
(P.S. I am holding 016.HK and I have no 026.HK)
Student says:
刪除016.HK gogogo goto HK$160! ^_^
Student says:
刪除016.HK shall announce its half yearly results on 27Feb2018.
Let's see how good it is!
016.HK gogogo goto HK$160!
^_^
Student says:
刪除Today 016.HK announced its half-yearly results upto 31Dec2017.
Fruitful profits are earned, but its dividend payout % is not matched at all.
Anyway, 016.HK is still the "dragon head" of local property developers.
https://www.transunion.hk/zh
回覆刪除先生,借你的blog問下,有無其他人被環聯公司所謂的7日免費信貸評級服務為誘餌,從而被騙取每月280元月費的事情中受害呢 ?
回覆刪除
Student says :
回覆刪除133.HK , 2822.HK , 2823.HK......which is the best ?
Student says :
刪除2020(HK$25.85)and 551(HK$32.25),which is better?
012(HK$43.45)and 003(HK$14.54),which is better?
回覆刪除012 is better than 003.
刪除or 62?
回覆刪除