Despite a falling share price, the company's EPS is rising, hinting at a cooling market view. Yet, if EPS growth persists, the share price may see a long-term boost. The one-year shareholder return outperforms the five-year, suggesting recent stock performance improvement.
ABC share price is having a profitable correction. My investment will pause when the stock price is above 3.2. However I believe ABC is still undervalued, it is only the odds was not that great ever. I will consider still holding the shares as well as the share price is below 3.6$農業銀行(01288.HK)$
$農業銀行(01288.HK)$I have been continuously buying ABC H share on monthly basis over the past few months, by investing a small portion (~15%) of my salaries as a deposit. My evaluation of ABC H share by DDM model is ~hk$ 3.65 under conservative assumption and ~hk$ 3.95 under neutral assumption with current fx rate. The target investment horizon is mid-to-long term. Current high dividend rate plays as a good shield against the uncertainties. The auto-investment will pause if the dividend rate is no longer attractive for me (like less than 7%) and will gradually start to exit when it reaches the target prices.
$農業銀行(01288.HK)$ not worth investing in china bank because most china bank after paying out dividend …on the day itself it will drop 30cent or more … after months it will drop more… in other word the china bank is paying investor with investor money 😅 .
農業銀行股票討論區
農業銀行股價在2011年達到0.216港幣觸底,2018年又反彈至歷史最高點4.178港幣,之後大幅下跌後逐步恢復,目前價格2.99港幣。5年來淨資產收益率從14.5%下降到10.6%。股息率爲7.5%,上市以來每年均有分紅,數額有升有降。
5年來營收、營業利潤(除2020年)和淨利潤穩定增長,淨利潤5年平均增長率5.6%,每股收益比淨利潤增長率差不多,5年平均增長率5.5%。2022Q1營收增長5.84%,營業利潤增長6%,淨利潤增加6.72%。
利潤表顯示,2021年“其他資產減值損失”1,660億,是減值前收益的36%,高於中國銀行,但是遠低於其它非四大行,這個科目看起來和銀行級別相關。
5年來資產負債率從93.21%下降到了91.67%。總資產一共30.89萬億,其中“貸款及其他賬項”17.39萬億,”資產特殊項目“8.49萬億。目前淨資產2.53萬億。
市盈率3.55,市淨率0.4,如果壞賬率增加5個點,淨資產減少34%,安全墊還剩26%。
綜合起來看,可以選擇(⭐️⭐️)
not worth investing in china bank because most china bank after paying out dividend …on the day itself it will drop 30cent or more … after months it will drop more… in other word the china bank is paying investor with investor money 😅 .
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