moomoozen
留下了心情
$Singapore O&G(1D8.SG$ 宣布利润降低;股价暴跌;随后是低价报价(每股0.295美元)... 最糟糕的是,他们甚至没有像胡萝卜一样投入股息(股息将从要约价中扣除)!在过去几年中支持该公司的少数股东受到挤压,现在被迫接受报价... 😡
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$吉宝房地产信托(K71U.SG$ Prices for both Keppel REITS and Suntec REITS are dipping lately… Based on current prices, they are trading at 5.6 to 5.8% yield (TTM), P/B < 0.8. Underlying properties are Grade A asset located at prime location. ACCUMULATE.
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moomoozen
评论了
$中国平安(02318.HK$ 价格肯定很有吸引力。但是考虑到恒大事件的巨大影响,我们应该等到更清晰的时候再投入更多资金。许多专家警告说,这相当于中国市场的金融核弹,而平安在房地产领域有大量的风险敞口。系好安全带。我的 2cts
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moomoozen
评论了
$中国平安(02318.HK$ 目前的价格已经低于估值,安全利润率超过20%。尽管从中长期来看,房地产行业的不良贷款还没有降低,但考虑到平安的规模及其业务的多元化,这是一个值得购买的选择!应用平均成本方法。分段购买更多商品!
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$置地控股(H78.SG$ Congrat to investors who bought HKL in past few weeks when price dipped. Many think the management is abit old school engaging in share buy back, but it is better than putting the cash in the bank. If the management is ’savy‘ enough, they can actually securitise the investment properties, i.e. selling the properties into REITS while holding a 50-70% share in such REITS. HUAT AH, i believe the price will go up further in coming days…
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moomoozen
评论了
$中国海洋石油(00883.HK$ EPS=RMB 0.75/shr; HKD 0.3/shr dividends declared (<40% payout ratio); Higher oil outputs achieved; Giant oil field discovery in Bohai Bay; Profits level comparable to 2014 (when oil price was $100). Couldnt ask for more 👍
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