moomoozen
表達了心情
$Singapore O&G(1D8.SG$ 宣布利潤較低;股價下跌;然後來一個低價(每股 0.295 美元)... 最糟糕的是他們甚至沒有以胡蘿蔔作為紅蘿蔔投入股息(股息將從發售價中扣除)!過去幾年支持公司的少數股東正在被壓迫,現在被迫接受報價... 😡
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$吉寶房地產信托(K71U.SG$ 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
評論了
$中國平安(02318.HK$ 價格肯定很有吸引力。但考慮到恆大劇集的巨大影響,我們應該等待更多清楚,然後再投入更多資金。許多專家警告說,這相當於中國市場的金融核彈,而 PingAn 在房地產行業中有很大的風險。固定安全帶。我的 2CT。
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moomoozen
評論了
$中國平安(02318.HK$ 目前價格已低於估值,安全保證金超過 20%。儘管由房地產業所產生的非履行貸款,PING ANN 的規模及其業務多元化,但在中長期考慮,這是一項值得購買的!應用平均成本方法。減少更多並分隔購買!
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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
評論了
$中國海洋石油(00883.HK$ 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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