2017年9月1日 星期五

組合變動 (1/9/17)

賣出3000股HKT-SS(6823) @10.10, 買入2000股新創建集團(659) @15.08

7 則留言:

  1. Student says :

    Hi Hutchison,

    I think you are looking for steady dividends income. ^_^

    Why not consider 900.HK, which is still trading at below its book value ?


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    1. Re student,
      Thx for your suggestion, but I am an investor who put his focus on utility stocks and infrastructure stocks which provide steady dividend. I also require the stock with a promising dividend growth, therefore 900hk, which is a financial stock does not fulfill my requirement
      Anyway thx for your suggestion, good luck with your investment!

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  2. Student says :

    Understood your thoughts.

    Also at this moment, congratulations to your 659.HK(now HK$15.40). ^_^

    Btw, I consider 900.HK as a "consumers stock" instead of "financial stock" because credit cards expenditure links with HK retail sales.

    Good Good Luck!

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  3. 回覆
    1. 我會在稍後時間再賣出315, 電訊業現在十分難做, 加價又加不了, 只有靠削減成本推動業績成長的行業我沒有興趣

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    2. 主要係頻譜單野有排搞, 又就黎進入5g資本開支期, 手機電訊比較難做

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    3. 原先貪其服務收入穩定, 但而家難加價, 上客成本高, 加上5G同埋頻譜資本開支, 就好像未開舗先交租一樣
      有心做都可以學誠哥一樣死守歐洲3集團般死坐, 但唔知要坐到幾時守得雲開見月明了:)

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