I wonder whether there might be new government policies by Madam Lam-Cheng after 1 Jul to regulate the residental property market...... though I still can't see how 016.HK would be suffered as it has significant rental incomes derived from office buildings(IFC, ICC, etc.) and malls(APM, Yoho Mall, etc.) ...... and the most important fact is 016.HK had not bought "high-cost lands" during last 6 months!
地產股近期全部都蠻弱 唔知搞咩…… 又冇咩壞消息 不過就係咁樣市場錯價先有好機會加倉
回覆刪除Student says :
刪除I wonder whether there might be new government policies by Madam Lam-Cheng after 1 Jul to regulate the residental property market...... though I still can't see how 016.HK would be suffered as it has significant rental incomes derived from office buildings(IFC, ICC, etc.) and malls(APM, Yoho Mall, etc.) ...... and the most important fact is 016.HK had not bought "high-cost lands" during last 6 months!
Wait ...... wait ...... and wait ......
數個百分點的股價波動應該和本地地產股的基本因素無關, 既然市場給予機會就增持多一點:)
刪除新地有足夠土儲, 不用擔心, 不過我認為高價買一兩幅地也可以, 始終每年賣樓收回幾百億擺在銀行也不合理, 維持市佔率對於新地這龍頭也重要, 它的定位及策略應該要和中型的信置有所分別
Student says :
刪除Thanks.
I have never worried about 016.HK .
For those big property developers cos, I am only holding 016.HK .
I have 90% confident on it ...... though not 100%.
I hope you will be successful.
P.S. 90% confidence doesn't stand for sure win. Watch out!
刪除想問一下Hutchison兄，為何最近路勁基建下跌了那麼多？是因為分拆上市嗎？
回覆刪除不清楚,不過路勁都是基本因素不錯的股份,如果見股價回調有心買就買一點吧:)
刪除例子，光大國際在光大綠色分拆上市跌了一段時間。
刪除例子，光大國際在光大綠色分拆上市跌了一段時間。
刪除地產股近來跑輸大市, 股價唔多郁
回覆刪除不用擔心吧, 數大發展商賣樓金額已經達到全年目標
業績不會差
股價下跌反而帶來低價增持機會, 反正折讓大, 輸得幾多
對啊,其實很多一線地產股折讓仍然很大,我會逐步買入:)
刪除值得堅持！
回覆刪除對啊,好股票應該要增持,no hesitation!
刪除聽聞佢下半年有新盤開-觀塘項目。
回覆刪除下半年或者延至明年上半年也沒有問題, 它沒有資金壓力, 投地或者收購酒店物業更重要
刪除佢基本很多標都會投，不過多是保守出價，很高興佢投到錦上路，慢慢做，小心做，派到股息OK啦，希望佢能解釋投資大酒店的主因。
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