You just bought 500 shares 2588.HK @HK$40.30 ...... today buy more 800 shares @HK$40.05 ...... it seems that you have strong confidence that it would not be under HK$40 ...... but what's your strategy if it drops to , say HK$38 ?
Besides, although 6823.HK's Dividend Yield is >6% it's P/E is 15-16 ...... that means it pays roughly all profit as dividends .
I prefer 900.HK if looking for long run dividends. It earns HK$0.7135 per share and it pays HK$0.38(maybe HK$0.40 in coming year)...... that means it has undistributed profit kept in reserve ...... so, low P/E + High Dividend Yield + steadily growing up book value.
你都入HKTSS,使我的信心也增強了。
回覆刪除HKT借貸成本穩定, 加上我已經有315, 四大電訊商我已經有兩個, 只要HKBN減少價格戰HKT應該會有不錯表現
刪除Student says :
回覆刪除Hutchison Sir,
You just bought 500 shares 2588.HK @HK$40.30 ...... today buy more 800 shares @HK$40.05 ...... it seems that you have strong confidence that it would not be under HK$40 ...... but what's your strategy if it drops to , say HK$38 ?
Student says :
回覆刪除Besides, although 6823.HK's Dividend Yield is >6% it's P/E is 15-16 ...... that means it pays roughly all profit as dividends .
I prefer 900.HK if looking for long run dividends. It earns HK$0.7135 per share and it pays HK$0.38(maybe HK$0.40 in coming year)...... that means it has undistributed profit kept in reserve ...... so, low P/E + High Dividend Yield + steadily growing up book value.
I just want to share my thinking with you.
Anyway, I hope you will be successful !
學生兄.
刪除6823及900我都持有。兩者業務風馬牛不相及，怎比較呀？兩者唯一相同之處是都系高息股。
若認為心儀的股票股價跌了，理應增持。除非你買入該股的原因是博反彈，炒消息之類的投機行為，才應止蝕。
刪除Hutchison,知你吾介意，多口說幾句。
Student says :
刪除Billy Sir,
Thanks for your sound comments.
I agree with Billy says :)
刪除小兄貫徹穩健作風,大智若愚
回覆刪除只懂收息的大愚而已:)
刪除HKT現價，息率有6%，而且HKT仲年年有增加派息。
回覆刪除確是好的選擇，但小心HKBN 的減價戰略，仲有個重拍2G網絡，都可能影響其業績。
HKBN及頻譜分配都是風險因素, 但可能這樣才能HKT有6厘息, 另外我本身都有smartone, 基本上買埋和電同埋HKBN就霸佔香港電訊市場(中移動除外), 暫時持有兩間電訊商股票已經足夠
刪除仲有咁多銀彈購物
回覆刪除子彈已經用完啦:) 下次要靠換馬
刪除我對重拍頻普也有點擔心,因HKT佔45%市場份額可能被欸偏高,但找不到資料可知影嚮HKT有多大。
回覆刪除我認為和電和HKBN財務狀況較差, HKT及smartone較好, 所以作出如此安排, 重拍其實不大問題, 有錢就得, 只可惜中移香港沒有上市, 否則我已經可以完全消除風險
刪除機器人對HKTSS的最大考慮是其老闆。不知Hutchison兄又如何看呢？
回覆刪除這是個好問題,幸好它是SS,比較難出術,如果是PCCW8號仔就不買了
刪除我覺得8號可買些，6823也照買，8號仔以往記錄係有少少花，但息率較高。
回覆刪除最近電訊股的確吸引，我都有買入315+6823。但我都認同其他人所講，要留意重拍頻譜，隨時有新中資公司加入香港市場。
回覆刪除