At 30Sep2020, 125.HK's NAV = HK$2.84/share while Net Cash Per Share = HK$1.155/share, ... seemed attractive.
But I see these figures in 450.HK are more attractive, and it has 8.40%p.a. dividends over past 2 years. This year is 450.HK's 70th anniversary. It may pay more special dividend, say @HK$0.07/share (not yet including final dividend @HK$0.03/share), so that total year dividends would be @HK$0.13/share.
Rural Sir,
回覆刪除125.HK is still suffered from losses.
At 30Sep2020, 125.HK's NAV = HK$2.84/share while Net Cash Per Share = HK$1.155/share, ... seemed attractive.
But I see these figures in 450.HK are more attractive, and it has 8.40%p.a. dividends over past 2 years. This year is 450.HK's 70th anniversary. It may pay more special dividend, say @HK$0.07/share (not yet including final dividend @HK$0.03/share), so that total year dividends would be @HK$0.13/share.
Will you also consider 450.HK?
兩間公司都有復蘇概念 不過125主要市場集中歐美加之上年業績重災 22年後預期差可比450更大 目標125兩年內派息恢復至20仙左右便可
刪除450及900優點同缺點一樣
哈.... 太過穩健
Share prices are always out of our expectation.
刪除I like those listed companies: low PB + with healthy balance sheet + profitable + willing to pay high dividend yields.
^_^
假如獲利只有一個方程式 組合每次變動亦不過係出賣自己嘅喜怒哀樂
刪除適量分散 低買高沽 複利滾存 就似係正在贖罪的苦行憎一樣痛苦
鄉下仔想獲利 但年復一年嘅複製
並唔係自己做買賣嘅目的亦唔係唯一嘅原動力 或者於均衡組合中公司之間秤高秤低並唔重要 企業於方法當中並不重要 方法於組合當中唔太重要 組合於戰術當中唔太重要 戰術於戰略當中唔太重要
嘻.... 鄉下仔又夠鐘食藥喇
哈...