tag:blogger.com,1999:blog-4189231587688807681.post8794781074184382006..comments2024-02-14T10:13:30.433+08:00Comments on Ten-Bagger 投資世界: 反思3 單看資產折讓不是安全投資...安全貨倉業績Ten-Baggerhttp://www.blogger.com/profile/09910490591542851852noreply@blogger.comBlogger9125tag:blogger.com,1999:blog-4189231587688807681.post-75757287179671481052018-11-29T11:34:21.244+08:002018-11-29T11:34:21.244+08:00P.S. Updated to 27Nov2018 : 73.4% shareholding !P.S. Updated to 27Nov2018 : 73.4% shareholding !STUDENT SAYS 股海心經https://www.blogger.com/profile/08653642359616429957noreply@blogger.comtag:blogger.com,1999:blog-4189231587688807681.post-77766035103637993632018-11-29T09:22:07.245+08:002018-11-29T09:22:07.245+08:00正是,正是我地投資為自己荷包創造最大的利益一樣,哈正是,正是我地投資為自己荷包創造最大的利益一樣,哈Ten-Baggerhttps://www.blogger.com/profile/09910490591542851852noreply@blogger.comtag:blogger.com,1999:blog-4189231587688807681.post-37381530929177291772018-11-29T09:18:02.070+08:002018-11-29T09:18:02.070+08:00買入地產股真的不是看折讓低就代表好,好像領展這些從來沒有大折讓的股票,目標就是爲股東創造最大的利益,...買入地產股真的不是看折讓低就代表好,好像領展這些從來沒有大折讓的股票,目標就是爲股東創造最大的利益,不斷優化物業和出售雞肋資產換入提租能力高的物業,比起一堆坐擁資源但不懂使用的殭屍地產股好得多,鬥長命遊戲最好還是不參與。念清https://www.blogger.com/profile/12408856070536445015noreply@blogger.comtag:blogger.com,1999:blog-4189231587688807681.post-3017099797522639862018-11-29T09:09:40.628+08:002018-11-29T09:09:40.628+08:00Agreed.
Maybe add a discount on its booked NAV, s...Agreed.<br /><br />Maybe add a discount on its booked NAV, say 20% (enough?) ... so that at 30Jun2018, discounted NAV = HK$71.60 x 80% = HK$57.28<br /><br />Yesterday market price (29Nov2018: Assume no profit from 1Jul2018~29Nov2018) was HK$11.08. Therefore its "revised" PB was 0.1934.<br /><br />^_^ STUDENT SAYS 股海心經https://www.blogger.com/profile/08653642359616429957noreply@blogger.comtag:blogger.com,1999:blog-4189231587688807681.post-76951144095142811702018-11-29T08:44:19.995+08:002018-11-29T08:44:19.995+08:00投資了十多年,總有些經驗...哈哈投資了十多年,總有些經驗...哈哈Ten-Baggerhttps://www.blogger.com/profile/09910490591542851852noreply@blogger.comtag:blogger.com,1999:blog-4189231587688807681.post-43370619105117545402018-11-29T08:43:49.627+08:002018-11-29T08:43:49.627+08:00這也是原因,不過以租金收入來說,其實派息可提高這也是原因,不過以租金收入來說,其實派息可提高Ten-Baggerhttps://www.blogger.com/profile/09910490591542851852noreply@blogger.comtag:blogger.com,1999:blog-4189231587688807681.post-53730397579434251472018-11-28T23:47:19.010+08:002018-11-28T23:47:19.010+08:00I think 878 property value is a bit inflated by us...I think 878 property value is a bit inflated by using lower discount rate so the actual PB is much higher in factUnknownhttps://www.blogger.com/profile/05980857410261187892noreply@blogger.comtag:blogger.com,1999:blog-4189231587688807681.post-92165019188894565552018-11-28T23:11:55.106+08:002018-11-28T23:11:55.106+08:00Among the abovementioned listed low PB stocks, 878...Among the abovementioned listed low PB stocks, 878.HK is the "cheapest".<br /><br />Besides, 878.HK's major shareholder is repeatedly buying more shares from the open market recently. (Upto 23Now2018 : 73.38%, but the upper limit should be 75.0%.)<br /><br />I think long run investors may place a "little" idle money on 878.HK and wait to see what shall happen. Remember that its PB was just 0.155 at 30Jun2018. (HK$11.08/HK71.60)<br /><br />There maybe dreams come true!<br /><br />Good Good Luck!<br /><br />^_^ <br /><br />STUDENT SAYS 股海心經https://www.blogger.com/profile/08653642359616429957noreply@blogger.comtag:blogger.com,1999:blog-4189231587688807681.post-3808720786234015262018-11-28T22:57:22.893+08:002018-11-28T22:57:22.893+08:00衷心感謝師兄分享。這些真是書本上學不到的寶貴經驗。衷心感謝師兄分享。這些真是書本上學不到的寶貴經驗。窮小子雲地https://www.blogger.com/profile/04389084113583910258noreply@blogger.com