tag:blogger.com,1999:blog-2558707368057474032.post7792326681094683436..comments2023-05-30T20:21:09.986+08:00Comments on Hutchison Capital: 領展北上收購----其實係換馬多於收購? (10/4/17)hutchisoncapitalhttp://www.blogger.com/profile/10249476794397309151noreply@blogger.comBlogger12125tag:blogger.com,1999:blog-2558707368057474032.post-82721566557384735632017-04-12T13:38:44.010+08:002017-04-12T13:38:44.010+08:00除了人民幣匯率風險之外,我睇唔到呢單交易有甚麼明顯缺點,不過我對大陸資產的估值較審慎,等領展股價回落...除了人民幣匯率風險之外,我睇唔到呢單交易有甚麼明顯缺點,不過我對大陸資產的估值較審慎,等領展股價回落才考慮hutchisoncapitalhttps://www.blogger.com/profile/10249476794397309151noreply@blogger.comtag:blogger.com,1999:blog-2558707368057474032.post-7655913661720113932017-04-12T12:49:19.917+08:002017-04-12T12:49:19.917+08:00幾乎沒有成交... :(幾乎沒有成交... :(Murciélago@Australiahttps://www.blogger.com/profile/12939611886859828188noreply@blogger.comtag:blogger.com,1999:blog-2558707368057474032.post-28767714211689421322017-04-12T12:48:57.713+08:002017-04-12T12:48:57.713+08:00看到不少blogger或評論都不看好領展的發展方向,這使我放心得多。
最怕人多的地方呢。看到不少blogger或評論都不看好領展的發展方向,這使我放心得多。<br /><br />最怕人多的地方呢。Murciélago@Australiahttps://www.blogger.com/profile/12939611886859828188noreply@blogger.comtag:blogger.com,1999:blog-2558707368057474032.post-82775559295562071212017-04-10T22:18:45.420+08:002017-04-10T22:18:45.420+08:00要等本金多一點才開始運用期權幫手對沖:)要等本金多一點才開始運用期權幫手對沖:)hutchisoncapitalhttps://www.blogger.com/profile/10249476794397309151noreply@blogger.comtag:blogger.com,1999:blog-2558707368057474032.post-12963511218064170562017-04-10T21:30:33.790+08:002017-04-10T21:30:33.790+08:00領展剛有新股票期權,可做對沖.領展剛有新股票期權,可做對沖.造大股權https://www.blogger.com/profile/14655295811536623576noreply@blogger.comtag:blogger.com,1999:blog-2558707368057474032.post-29028333400236253022017-04-10T21:17:07.981+08:002017-04-10T21:17:07.981+08:00低息環境有利舉債尋求穏定回報項目低息環境有利舉債尋求穏定回報項目hutchisoncapitalhttps://www.blogger.com/profile/10249476794397309151noreply@blogger.comtag:blogger.com,1999:blog-2558707368057474032.post-88387169571173516642017-04-10T19:10:05.282+08:002017-04-10T19:10:05.282+08:00適當地利用槓桿來增加收入是好事適當地利用槓桿來增加收入是好事牛腩河https://www.blogger.com/profile/17019109631598247953noreply@blogger.comtag:blogger.com,1999:blog-2558707368057474032.post-36598151945780481682017-04-10T15:54:07.956+08:002017-04-10T15:54:07.956+08:00若投資內地資產得3.28%,不如叫領展發新股集資,用來購入越秀、春泉、匯賢。(領展只有3.75%,而...若投資內地資產得3.28%,不如叫領展發新股集資,用來購入越秀、春泉、匯賢。(領展只有3.75%,而越秀7.25%;春泉7.02%;春泉8.91%)單股息差距以能為領匯收入增加,何必勞師動眾。Billyhohttps://www.blogger.com/profile/01036983506367269807noreply@blogger.comtag:blogger.com,1999:blog-2558707368057474032.post-33597060228619815872017-04-10T15:37:09.124+08:002017-04-10T15:37:09.124+08:00其實自己"砌機", 例如買入春泉REIT再加上置富REIT亦可以達到投資領展的相...其實自己"砌機", 例如買入春泉REIT再加上置富REIT亦可以達到投資領展的相似效果hutchisoncapitalhttps://www.blogger.com/profile/10249476794397309151noreply@blogger.comtag:blogger.com,1999:blog-2558707368057474032.post-80475988447411796562017-04-10T15:34:32.147+08:002017-04-10T15:34:32.147+08:00多謝^_^多謝^_^hutchisoncapitalhttps://www.blogger.com/profile/10249476794397309151noreply@blogger.comtag:blogger.com,1999:blog-2558707368057474032.post-42821163919415831492017-04-10T15:32:47.287+08:002017-04-10T15:32:47.287+08:00我個人就不願意以高溢價(相比其他REIT)買入愈來愈高雜質(非本港商場資產)的領展。我個人就不願意以高溢價(相比其他REIT)買入愈來愈高雜質(非本港商場資產)的領展。Billyhohttps://www.blogger.com/profile/01036983506367269807noreply@blogger.comtag:blogger.com,1999:blog-2558707368057474032.post-48543079365932259532017-04-10T15:22:40.772+08:002017-04-10T15:22:40.772+08:00你說對了!你說對了!價值投資者https://www.blogger.com/profile/01682303752755879971noreply@blogger.com