tag:blogger.com,1999:blog-2558707368057474032.post1080008141415816275..comments2023-05-30T20:21:09.986+08:00Comments on Hutchison Capital: 啟德商業地-----利福會供股? (23/11/2016)hutchisoncapitalhttp://www.blogger.com/profile/10249476794397309151noreply@blogger.comBlogger15125tag:blogger.com,1999:blog-2558707368057474032.post-76248597738898031072016-11-24T09:11:27.025+08:002016-11-24T09:11:27.025+08:00Hutchison,其實我對地產股是有所保留的,此類股票所以話偏低,抵買。全是基於物業有價.但若樓價...Hutchison,其實我對地產股是有所保留的,此類股票所以話偏低,抵買。全是基於物業有價.但若樓價有較大調整,地產股必點好麻煩, 這也是我不敢重貨持有地產股的主因.Billyhohttps://www.blogger.com/profile/01036983506367269807noreply@blogger.comtag:blogger.com,1999:blog-2558707368057474032.post-91488860105818535952016-11-24T08:05:05.251+08:002016-11-24T08:05:05.251+08:00你説的對, 估太多都冇用:)
可能買番信和或其他地產股長期投資算數^_^你説的對, 估太多都冇用:)<br />可能買番信和或其他地產股長期投資算數^_^hutchisoncapitalhttps://www.blogger.com/profile/10249476794397309151noreply@blogger.comtag:blogger.com,1999:blog-2558707368057474032.post-40612815706370086602016-11-24T02:23:51.928+08:002016-11-24T02:23:51.928+08:00Hutchison你好, 其實不用做太多個人估計的, 可買其他股吧.
我個人買的股票很少需要做太...Hutchison你好, 其實不用做太多個人估計的, 可買其他股吧. <br /><br />我個人買的股票很少需要做太多對公司將來財技上的預測, 因為怕煩. joseph leunghttps://www.blogger.com/profile/08310440780343110808noreply@blogger.comtag:blogger.com,1999:blog-2558707368057474032.post-77082677934815378202016-11-23T23:38:12.917+08:002016-11-23T23:38:12.917+08:00預留足夠現金以防供股, 當然利福仍有投資價值:)預留足夠現金以防供股, 當然利福仍有投資價值:)hutchisoncapitalhttps://www.blogger.com/profile/10249476794397309151noreply@blogger.comtag:blogger.com,1999:blog-2558707368057474032.post-62113645997926973922016-11-23T23:36:59.671+08:002016-11-23T23:36:59.671+08:00這個自然, 但利福的銅鑼灣sogo 係可以跟時代廣場及希慎廣場三國鼎立的物業, Hutchison ...這個自然, 但利福的銅鑼灣sogo 係可以跟時代廣場及希慎廣場三國鼎立的物業, Hutchison 原本想儲一套(九倉x利福x希慎) , 但現在要改變主意hutchisoncapitalhttps://www.blogger.com/profile/10249476794397309151noreply@blogger.comtag:blogger.com,1999:blog-2558707368057474032.post-33834108598010921922016-11-23T23:18:28.477+08:002016-11-23T23:18:28.477+08:00睇新聞公司話內部資源夠應付,會獨力發展
我計一計都唔係無可能,而家公司net debt係零,如果ne...睇新聞公司話內部資源夠應付,會獨力發展<br />我計一計都唔係無可能,而家公司net debt係零,如果net debt ratio借到去40-50%,可以借五六十億,另外sogo每年free cash flow有十幾億,如果未來幾年唔派息又會多幾十億。<br />問題係高負債同減派息市場都會嘈,最後辦法就如師兄所講要集資,我都估要籌錢多數供股多,如果配股會攤薄大股東,反而供股可以搞個大股東包銷,其他小股東唔想供我就低價幫你食埋Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-2558707368057474032.post-50271856371171481762016-11-23T22:36:00.246+08:002016-11-23T22:36:00.246+08:00兩位老兄,何必傷腦根,有近2000隻股票任買,為何要買佢! 兩位老兄,何必傷腦根,有近2000隻股票任買,為何要買佢! Billyhohttps://www.blogger.com/profile/01036983506367269807noreply@blogger.comtag:blogger.com,1999:blog-2558707368057474032.post-2306913687001537592016-11-23T22:26:14.534+08:002016-11-23T22:26:14.534+08:00我不覺供股影響佢價值,除非你認為今天買的項目無價值。
我對此項目有興趣,想更了解。我不覺供股影響佢價值,除非你認為今天買的項目無價值。<br />我對此項目有興趣,想更了解。價值投資者https://www.blogger.com/profile/01682303752755879971noreply@blogger.comtag:blogger.com,1999:blog-2558707368057474032.post-62202356128276007942016-11-23T22:24:09.892+08:002016-11-23T22:24:09.892+08:00周大福好似剛唔玩,咁快又玩返。
如果明天市場怕供股,大瀉,我可能有部署。周大福好似剛唔玩,咁快又玩返。<br />如果明天市場怕供股,大瀉,我可能有部署。價值投資者https://www.blogger.com/profile/01682303752755879971noreply@blogger.comtag:blogger.com,1999:blog-2558707368057474032.post-75811101543211369642016-11-23T22:21:45.812+08:002016-11-23T22:21:45.812+08:00我都有極少利福,供股,我頂!我都有極少利福,供股,我頂!價值投資者https://www.blogger.com/profile/01682303752755879971noreply@blogger.comtag:blogger.com,1999:blog-2558707368057474032.post-61510385287168848732016-11-23T22:19:49.187+08:002016-11-23T22:19:49.187+08:00但我又不想JV,除非項目不佳,或自己不夠經驗,可拍住如新地來玩。
但如果拍返華置,反而更恐怖。
但我又不想JV,除非項目不佳,或自己不夠經驗,可拍住如新地來玩。<br />但如果拍返華置,反而更恐怖。<br /><br />價值投資者https://www.blogger.com/profile/01682303752755879971noreply@blogger.comtag:blogger.com,1999:blog-2558707368057474032.post-38289551788447898612016-11-23T22:19:28.662+08:002016-11-23T22:19:28.662+08:00希望利福不會大規模供股, 否則又少一隻價值收息股希望利福不會大規模供股, 否則又少一隻價值收息股hutchisoncapitalhttps://www.blogger.com/profile/10249476794397309151noreply@blogger.comtag:blogger.com,1999:blog-2558707368057474032.post-67233112004209321422016-11-23T22:14:44.511+08:002016-11-23T22:14:44.511+08:00我首先不會這樣想利福,因利福往績不覺是這樣。
我明白華置大劉常玩財技,但始終業績性質不一樣,細劉打理...我首先不會這樣想利福,因利福往績不覺是這樣。<br />我明白華置大劉常玩財技,但始終業績性質不一樣,細劉打理,但自周大福唔玩,有少少戒心亦合理。價值投資者https://www.blogger.com/profile/01682303752755879971noreply@blogger.comtag:blogger.com,1999:blog-2558707368057474032.post-31758548699130167562016-11-23T22:01:39.168+08:002016-11-23T22:01:39.168+08:00如果是joint venture會好一點, 已經如此有錢還要成日做這些傷害小股東的事為乜? :(如果是joint venture會好一點, 已經如此有錢還要成日做這些傷害小股東的事為乜? :(hutchisoncapitalhttps://www.blogger.com/profile/10249476794397309151noreply@blogger.comtag:blogger.com,1999:blog-2558707368057474032.post-44934693028471712902016-11-23T21:54:03.087+08:002016-11-23T21:54:03.087+08:00心水清,絕對有機會。
心水清,絕對有機會。<br />價值投資者https://www.blogger.com/profile/01682303752755879971noreply@blogger.com