2020年4月17日 星期五

二度增持1052越秀交通基建


近日以4.66再增持16000股1052越秀交通,隨著中國內地逐步克服肺炎,湖北,武漢相繼解封,復工復產,經歷疫災後重新振作,公路免費期暫定截至今年年中6月30日,未知政府會否公布對公路企業的正面政策,如稅項減免,資金補償或公路收費期延長,如有的話,將是公路板塊重大利好信號,但暫時這方面消息不多,只有深圳國際那邊有提過正與交通部溝通中,現在散戶股東還是等待。

當然,唯一擔心的是會不會為力谷經濟,路費雖然6月30日之後重新徵收,但會否把路費下調呢,這是現時買公路股要考慮的唯一不利因素,但比起之前停止收費的消息,有收入總好過沒有,股價由7元大幅下跌到4元多,一定程度已經反映停止收費與未來一期盈利下跌的不利因素,只要肺炎沒有再現失控,公路股最黑暗的日子相信已很大機會過去,作為1052忠實股東,決定在5元以下第二次補回倉位,畢竟今次股價受挫,是非戰之罪。

關於公路板塊,筆者只記得加倉1052,卻不記得加埋隔壁177寧滬高速,已經回升過1元,現在才加已遲了,不過機會仍然會有,暫時都不急於高追。另外576浙江滬杭甬其實也屬不錯選擇,因為這隻股票,一半屬證券業務,當公路業務不濟時,浙商證券的角色就非常重要,近期證券業務部份的表現尚算不俗,一定程度可幫助整間企業,筆者都想買回,但跌的股票很多,都沒多餘力量再加浙江滬杭甬


172 則留言:

  1. 早前@4.7買入1052
    但唔敢買得太急
    始終未知有冇優惠政策出台
    或者減收路費情況發生

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    1. 希望最後優惠政策真係有出現,將潛在下調路費的不利因素抵銷。

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  2. 公路股現價等2年必鸁。

    只要夠膽現價買,3年後隨時8里息。

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  3. 1052今年上半年基本是零收入,有可能不派中期息,到時會否再次急挫?想加倉,但心大心小中。

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  4. 同樣受影響既本港半公路股新創建 佢話過政府會比番一定補貼受影響既公路擁有者
    當然唔會比到十足十 但應該不會出現零收入情況

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  5. 無獨有偶,剛剛買入548深高速。既然要來的,就由他來吧。

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  6. I also agree that 900.HK's credit cards business generally links with HK supermarkets sales. (See blogger "SeekForValue" detailed analysis.)

    If so, it is undervalued.

    I think its market price may stand on around 7%p.a. dividend yield, i.e. HK$6.00~HK$6.50, even after ex. div. HK$0.22/share. (Just my little thinkings.)

    ^_^

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    1. 作者已經移除這則留言。

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    2. "Numerous individual investors" are more powerful and safer at "buying & holding" a single stock than the situation of involving only a few fund managers. The laters would sell out the stock at unreasonable low prices without any reason.

      Lucks to 900.HK fans!

      ^_^

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    3. P.S. No one has a foreseeable crystal ball. Me too!

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  7. 以收息角度现在入内银较好,1052以往有公报季绩吗

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    1. Let me talk a little:~

      At present market prices, the dividend yields(after -10% tax) of Big 4 China banks are just fair, ... maybe because their share prices have not been dropping "much" in recent 3~4 months when compare with HS Index or some blue chips, e.g.001.HK; 012.HK

      Unlike 107.HK, 177.HK, 576.HK and 995.HK, 1052.HK only announces 6-months and 12-months results.

      ^_^

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    2. 好似吹緊提早收費,同埋搏補償,但實際上未知,只係睇雪球網見到。

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  8. 177季度業績冇盈利,點㖒?

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    1. 等補償,如果冇就全年業績出現明顯下滑,走唔甩,寧滬副業仍然未算做得大,仍未大到可以彌補公路業務的下滑。派息有機會可維持,以寧滬的能力不算太難。

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  9. 唔怪之得今日1052單日升幅超過10%

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    1. 我看雪球那邊有人說4月30日就要開始收費,比原本不遲於6月30日收費來得早,但那是浙江省的消息。

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  10. 今天公路股升這麼多,會唔會補貼將會出,有人知道消息預先炒起?

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  11. 回覆
    1. 107, 576季績預期會慘不忍睹,576會好一點,證券業務佔比都好大,內地證券業表現近年不錯,可以幫到576拉一拉個季績,而只要佢季績沒預期中差,股價表現也不會太弱,就像寧滬一樣。

      文軒近年成績表現都算穩定,派息穩,但好悶。

      楓葉教育則不懂。

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    2. 作者已經移除這則留言。

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  12. 恆生第一季度息减21%,大家收唔收貨。

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    1. 減息應該都係預期內, 恆生業務穩定, 可以理解為保存資本實力以面對之後經濟轉差的先行步處
      如果係等佢D 息開飯既可能唔會收貨, 如果唔係反而可以接受今次恆生既安排。至少恆生前景還好!
      用21% 打全年息既折, 現價入都差不多5%, 個人覺得尚算合理。

      無持有恆生. 正打算搵位入貨。

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    2. For those blue chips with div. yield >5%p.a., why not consider 001.HK ?

      001.HK has diversified worldwide businesses.

      I think it is suitable to HK individual investors for long run dividends income.

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    3. Hi Student,

      001.HK of course having a high dividend now, but its facing more risks comparing with 11.HK. Foreign currency and foreign market risk. Also, no one can make sure 001.HK able to declare same level of dividend as well when they facing international issue. I would expect 001.HK also reduce dividend in coming future, but I can be wrong.

      under this situation, of course 011.HK have a lower risk with lower dividend now. but I expect 001.HK will also reduce dividend as well, due to higher risk for its operation and strong HKD to GBP.

      But both of them are positive, just see whether u wanna bear more risks or not.

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    4. Have you consider the dividend payout % ?

      Over past 5 years, 011.HK was around 60~65% (except 1 year 73.49)

      Same period, 001.HK was around 30~32% (except 1 year 6.91%)

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    5. P.S. I don't suggest HK individual investor buy "one & only one" stock in his/her portfolio. But I recommend to add 001.HK (especially when it pays us >5%p.a. div.) to our portfolio in order to minimise overall HK risks(e.g. Local protestors/political risks)

      Good Luck Everybody!

      ^_^

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  13. 全世界都一齊看淡銀行業,應該是入市的時候了。

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  14. 5月6日全國公路恢復收費,不能再見4.x蚊了...

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    1. 我都係買左1手玩下
      轉眼間都有1千蚊既升幅
      幾好,靜待6月派息

      其實都有少少覺得自己太保守,只入1手

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    2. 正常心理,大跌時唔敢買,怕仲會衰。升個時亦會怕好消息是否出盡哂,同埋怕高位同人接貨,導致一係買得少,一係一手都唔追,很普遍的現象。

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    3. 錯過了公路股的升幅,要再找機會入貨

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    4. 177反而跌。。。諗唔通

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    5. 寧滬已升左一排,同埋同板塊入面寧滬一直都係略貴,1052,576,548是超賣嚴重,現在國內疫情改善,全國重新徵收路費,是時候價值回歸.

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  15. Listen! 900.HK is singing,"Yesterday ... All my troubles seemed so far away ..."

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  16. 1052 爭取緊成為國內首批公募reits
    如能成功
    派息既穩定性更強了

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  17. 現價的話是否已是高追? 好像已經不可能再4.X了

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    1. 都未算太貴,普普通通,因為之前跌得太誇張,另外如果佢拎到政府補貼,抵銷流失的幾個月路費收入,咁就仲好抵買,但宜家當佢冇呢樣野先。今日5.2X冇買,升返咁多不如搏聽日插水再考慮,個市都彈唔起,隨時仲有衰野。

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  18. 今日跌咗少少,我覺得係健康既,升咗咁多日,跌少少再升過,想加注,問意見!

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    1. 5.2X都可考慮入,壞消息消化哂,短炒班人沽哂跌夠企穩就隨時再升,黎緊壞消息只有中期業績轉差,但邊個會唔知,股價早已反映.

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  19. 1052 拥有中国广东虎门大桥股权?大桥关闭好几天了,对1052 有一些影响吧?

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    1. 影響在所難免,這路還要是隻金蛋,雖然所佔權益不算太高,但愈遲開通對營運影響愈明顯。

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  20. 請問中美貿易戰對此股影響大嗎?

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  21. 1270因疫情影響,可能冇息派更有可能供股,股價跌到貼地,有冇師兄敢搏下大霧?

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  22. 回覆
    1. U can buy/sell any stock at any time!

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    2. 3月低位係2.2
      今年高位係2.95

      你睇淡定睇好後市?
      你係短炒定長線投資?

      現價係特價,但又唔係最低價
      但股息率有7%
      長線投資可以先買入第1注

      短炒就大把股好炒過佢

      P

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  23. 1052正處於長期上升通道中 5.37附近可以買入

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  24. 1052目標價最少6蚊啦

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  25. 1052 will rise to at least $6 after the conversation in china
    I believe some policys will support 1052

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  26. 778, 823 好痛, 仲溝唔溝好?

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    1. 823現價仍好貴,息率仍只有約5厘,合理價要跌去三十幾蚊

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    2. 越跌越溝 有息收唔使怕 高位唔放現在更加不放 股價下跌已反映租金下跌 價值投資大好良機 期待Forest兄同大家一齊打氣!

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  27. 1883@2.51now
    Is it a good time for investment?

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  28. 呢度愈黎愈靜, 發生咩事

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    1. 因為收息股幾乎全軍盡墨?

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    2. 同感,持有收息股係熊市周期真係有D痛苦
      帳面數字勁蝕
      溝極都未到底咁,真係要配合少少短炒先會無輸得咁甘

      一個唔好彩持有5仔呢D言而無信的收息股
      更加係絕望,帳面輸之餘,少少茶錢都唔俾你

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    3. Advertisement:~

      113.HK & 398.HK are two "cash rich" + "high dividend yield" stocks.
      They shall announce full year results + final dividends in this month.

      ^_^

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    4. P.S. I got them, ... not much.

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    5. 市跌咩股都死架啦 除非玩輪玩沽空
      鍾意炒咪炒 鍾意收息咪收息

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    6. Some HK "high dividend yield" stocks are "relatively cheaper" than elsewhere.

      I love HK and so I prefer to invest on local market.

      I am optimistic in long run HK stocks market.

      Good Luck Everybody!

      ^_^

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    7. 說話又唔係咁講,市唔係跌好多,部份股票更屢創高位,不需要沽空也可以賺大錢。

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  29. REITs ranking, by Robert II

    823=778 > 435 >>> 808=1270=1881

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  30. 除淨後 大家打算會係咩價位再入貨?

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  31. 除淨後 大家打算會係咩價位再入1052?

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    1. 留現金會唔會穩陣D

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    2. 你見佢係咁跌上唔番就知.....
      物業組合類型同質素問題

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    3. 1052一定唔會入,前景非常差

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  32. Advertisement:

    900.HK shall be ex. div. (@HK$0.22/share) on 30Jun2020. ^_^

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    1. P.S.

      Cash dividends (@HK$0.22/share) shall be receivable on 14Jul.

      Besides it usually announces interim results at end of Sep.

      I guess this year's interim dividends (@HK$0.22/share) shall be receivable on 30Oct or 2Nov (31Oct2020 is Saturday!), ... just 4 months later.

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  33. 收息股最壞的時刻應該過去了。

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    1. Maybe not just dividend stocks, ... but the whole HK stocks market.

      HK is quite good in controlling COVID-19.

      Be optimistic!

      ^_^

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    2. 股價在高位未回落時說長期持有收息;股價下跌緊時說疫情及社運係意料之外非戰之罪;股價跌左四五成然後說最壞時間可能已過。

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    3. Understanding investors' psychologies is crucial to engage in short run speculative tradings.

      ^_^

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  34. 目前為止,還未見政府對公路企業提出補償。

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    1. Just like 005.HK have no response to "issuing shares in lieu of cash dividend" as requested by some shareholders two months ago.

      All these are only investors' thinkings.

      Of course no guarantee!

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  35. 匯豐好應該像AIA分拆香港和亞洲業務上市,始終歐美和亞洲是非常不同的市場。

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  36. 版主輸到潛水?半年蝕的價等於五年收的息

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    1. 呢位師兄明知我地收息投資者帳面損失嚴重
      仲要惡意鞭屍,太無禮。

      我最低谷期三月果陣蝕左廿萬
      我同意股票係應該要高賣低買
      下一個大牛市定會減持鎖定利潤。

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    2. 可能有點刻薄,但我是說事實,你們買收息股,息收一點點但本虧損多多然後潛水,不是逃避嗎?自欺欺人,口裡說帳面數又如何?銀包縮水是現實。

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  37. 有息收就唔算輸,最多是暫時資產重估減值,四叔,成哥他們的身家都大縮水,但每年仍然收幾十億股息,怎算是輸?

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    1. 河兄,你好似大孖沙一樣有幾十個億嘅息收嗎?如果係我佩服你。本地股股價大插係鐵一般的事實,你想否認?

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    2. 神奇邏輯,贏輸同金額多少有關?而唔係同回報金額或回報率有關?收50億股息但帳面跌左500億就係贏,收5萬元股息但帳面跌左50萬就係輸?

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  38. 811.HK(=601811.SH) is undervalued!

    It justed announced a 5-years strategic planning(2021-2025): a "technology + capital" two-wheeled driven strategy, ... will maintain faster growth in revenue and profit with expanding market share and capital appreciation for the Company so as to generate positive economic returns to shareholders ...

    P.S. From aastocks.com : 16Jun2020 Announcements and Notices of 811.HK.

    ^_^

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    1. STUDENT SAY 你常常買所謂超值優質股,不知你這兩年投資成績如何?打嘴炮沒用,銀包最實際。

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    2. Hi Mr/Ms Anonymous,

      My intention to introduce some "undervalued"(just I think so) stocks is to induce us individual investors for discussion. I am not prepared to publicly show off my investment performance. Please understand this.

      But honestly speaking, I am quite satisfied with my stocks investment performance over past years,... not just 1~2 years.

      Good Night & Luck!

      ^_^

      ######

      Btw, why is here so many Mr/Ms Anonymous? For communication purpose, ... Mr/Ms Anonymous, please leave us your nicknames. ^_^


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    3. P.S. Thanks Forest Sir! ... for this blog can let us to express our investment concepts/opinion. ^_^

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    4. STUDENT SAY 買長和跌到三四年低位 捱30-40%價也很滿意 長知識 ^_^

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    5. About 811.HK(=601811.SH):~

      Its major shareholder had announced to buy more of it, 0.5% ~ 2%, in coming one year. (aastock.com : 31Mar2020's Notice from 811.HK)

      P.S. Final div. RMB0.30 to be receivable on 20Jul2020.

      ^_^

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  39. May I know why this page cannot be accessed? Thanks
    驚悚專題:檔案30(操控人心)尼崎事件(別稱:心靈殺手案)(前篇)

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  40. 繼續轉錢入美股收息股,早前入左JNJ, MO、ford PRC優先股;大股有FB,DLR,LMT, GOOGL.

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  41. 曾幾何時,本地收租股興旺,股民蜂擁而入,今日美股興旺,有點似曾相識。

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  42. Forest兄很久沒留言了...

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    1. 這位森林版主令我想起十多年前 只賺不止蝕的市場先生 不斷累積HSBC卻在08年海嘯中一敗塗地 森林版主和一眾收息信徒可能步其後塵 擁抱著過時思維卻不斷自我催眠

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  43. 所謂收息唔碌落下去都偷笑,揸住又悶到瞓暑,港資嗰堆更加唔知揸到幾時先返到家鄉,冇眼睇

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    1. 畫地為牢被市場淘汰,精神自瀆感覺良好。

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  44. 每個人對投資有唔同取向好正常,既然唔鐘意舊經濟你咪去第二個版同其他人交流,無人阻止你,又要睇又唔鐘意又講埋D無建設性既野,你唔係loser你係乜?

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    1. 支持
      Forest兄鍾意買舊經濟捱價坐艇賺息蝕價 越坐越開心 使乜旁人說三道四

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    2. Stop this nonsense please.

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    3. 呢個[匿名]嘅悲哀在于,喺舊經濟收息股興旺時賺不到錢,但喺新經濟股興旺時又不敢買,同樣賺不到,否则他已在這裡推价買什麽什麽3690呀853呀,炫耀自己賺到盘滿砵滿了。
      匿名呀,你好可悲,现在只靠踐踏他人才獲得那丁点的自我滿足,這就是你所謂在眾人前精神自凟吧。

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  45. 版主,

    關了留言區罷 ! 太多無謂的留言了 !
    唉,點會變成咁㗎呢度 ?

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    1. 版主在哪裡?不是有什麼事吧?!

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  46. 很多幸災樂禍的留言, 版主在市好的時候無私分享, 大家卻在市差時攻擊, 這樣對嗎

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    1. 瘋狂狙擊
      回覆次數仲多過板主

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    2. 平心而論,現在市況怎會算差?今年升50%的股一大堆,只能怪跟不上時代潮流。如果連這樣客觀的留言也叫狙擊,我也同意版關閉留言。

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    3. 很多盲目支持的留言, 大家在市好的時候推崇備至, 版主卻在市差時逃避現實, 這樣對嗎

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    4. 現在點會市差? 我今年買好多股都升左50%以上

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  47. 之前和大家一樣,4個幾撈底1052
    今天我在5蚊多D的位置全沽了

    沽完仲升緊,祝福各位持貨的朋友

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  48. 支持你
    有空可以去小弟blog交流下

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  49. 收息就專心收息, 買得都預左會有上落, 只係今次上落有D, 但我覺得有持貨能力既投資者最後都係可以返到家鄉, 用ATM同收息股比, 就好似用前鋒同後衛比能力值, 經過今次, 大家都唔會再咁重點買後衛, 但唔代表佢冇價值,

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    1. e.g. Aeon Credit(900): 8%p.a.

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    2. 對手的前鋒係咁入波 自己班後衛守唔住 仲要幫手擺烏龍
      用番兩三年時間係可以返家鄉 但連通漲都追唔到
      承受咁大波幅而只得平手係咩玩法?

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  50. Forest兄分享自己既投資想法同操作,大家以此一齊討論,集思廣益,互補長短,實係好事。我個人不太認同就版主某些想法同操作作出不太禮貌的回應。須知分享係無私,投資係長線,唔係一兩年就可斷定投資成效。

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  51. 同樣我都係防守型投資者。
    投資股票就係睇價值,防守比進攻更加重要,
    如果其他人要發表意見,唔該開名,行得正企得正,點解要匿名

    當大市波幅嗰陣時,防守型投資產品嘅股息會持續出嚟,幫你買平貨
    完全幫你低位買嘢,如果你呢刻依然着重係表面上嘅「帳面升跌」
    即係話,你仲未可以喺長遠地睇投資呢件事。


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    1. 可唔可以唔好講似是而非的說話?太令人發笑 唔好將坐艇就等同價值投資畫上等號 實在有辱價值投資呢一門學問

      買無前景的過氣股 坐艇捱價有息收 坐幾年先回本係投資
      買前景好朝陽行業 股價上升反映前景同盈利增長 一年升幾十個%就唔識投資

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    2. 唔好話我知:你仲輸緊錢

      前幾個月,股市大混亂,你唔係買唔到靚野下?

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    3. 想抹黑人?邊句睇到蝕緊錢?

      偽價值投資同偽長線投資者就係蝕緊錢當賺錢,賺息蝕價的佼佼者,跟上時代的投資者買科技醫療物管等等,過去一兩年收益以倍數計。

      偽長線投資偽價投資就在水底爭扎,相信你們認為科技股等等高增長股沒投資價值,直至這類股份增長變慢成為收息股(即變成今日低增長的地產銀行股,到時就係你們大舉投資“價值股”的時機。

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    4. 其實你對價值投資有幾多認識?

      價值投資從來也沒有行業之分,不會說科技丶醫療沒有投資價值。

      在你「匿名」不出名的發言前
      我個人建議你了解一下價值投資先。

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    5. 跟你們一樣,了解價值投資但蝕錢?過氣產業有什麼價值?沒前景的行業股價自然下跌,這是正常不過的事情,有前景的行業就有資金流入,股價節節上升,這是顯而易見的道理。你們認為舊經濟股抵買期待價值回歸,市場卻認為現時舊經濟股才是價值回歸。

      投資不是單單計下息率同PE就得,如果這樣簡單就有好回報,所有會考Maths及格的人都是投資專家了。

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    6. This anonymous is impolite.
      Why this anonymous does not open a blog itself so as to illustrate how it manages its investment?

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  52. [匿名]本身就是失敗者,在高息股賺價賺息興旺期,他没有買;但新經濟股升得這麽高時又不敢追入,如果有追入就已作出推介了。最後惟有靠踐踏別人,打人落水狗,獲取僅餘的存在感。

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    1. 新經濟股何需推介?稍有市場觸覺就知道什麼是熱門行業。與其關心別人有冇賺錢,不如關心你們自己的持股吧。

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    2. 所以大家屌完就算,討論下股票好過,呢D loser你地理佢佢仲得戚D.
      真係咁把炮賺到錢點會日日黎攪事。

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    3. 講不過就用粗口?實在令人驚訝你有沒有修養,不知誰才是impolite?

      說一些簡單道理和事實並不需要花精神去思考,反而把坐艇捱價說成投資王道,這等似是而非的思維要花點時間去修飾是正常不過。

      期待版主早日有面目回歸,總結上半年組合表現和下半年展望,以避免招人話柄,只報喜不報憂。

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    4. 所以大家屌完就--->咁都算係粗口 你係咪香港人黎.......
      就算係講粗口都冇鬧你既成份係度啦


      你真係咁把炮賺到錢 點會日日黎攪事丫

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    5. 又學多左野,原來你的修養標準咁低,自己爛口就算,仲要抹黑同影衰香港人。

      言歸正傳,不如版主同信徒門總結收息股成績,睇睇過去三年所收的股息可唔可以用抵銷過去半年股價向下價值回歸的“帳面”損失?

      有人話帳面損失不重要,那麼請版主也分享心得及如何面對逆境?逃避現實不是應有的態度。

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  53. maybe attention seeking only, don't be serious !

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  54. 真慘淡,一沉百踩,投資是以數字為依歸,不是口水戰。

    版主的十大持股表現如下:
    1. 1883 31/12收2.84 今日收2.54 息0.15 回報率-9.4%
    2. 823 31/12收82.5 今日收64.8 息1.46 回報率-19.7%
    3. 1052 31/12收6.93 今日收5.26 息0.188 回報率-21.4%
    4. 5 31/12收60.85 沽出價40.8 息0 回報率-32.9%
    5. 778 31/12收9.09 今日收6.98 息0.2515 回報率-20.4%
    6. 900 31/12收6.18 今日收5.42 息0.22 回報率-8.7%
    7. 808 31/12收3.05 今日收2.37 息0.0895 回報率-19.4%
    8. 12 31/12收38.25 今日收30.7 息1.3 回報率-16.3%
    9. 62 31/12收20.2 今日收15.1 息0.7 回報率-21.8%
    10.270 31/12收16.3 今日收13.52息0.405 回報率-14.6%

    十大持倉平回報為負18.46% 同期盈富基金回報為負8.58% 當中無一隻股能跑贏盈富基金

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  55. Mr/Ms Anonymous,

    Value investors normally hold their stocks for "medium to long term". Although different investors have different definition of short term, medium term and long term, I think that for most value investors 6-months is not a "medium to long term" period. I think this should be at least 3 years.

    If you use 3-years period to recalculate the above 10 stocks:

    1. 1883 (4/7/2017)$2.44 (3/7/2020)$2.54 (Div.)$0.54 Return +26.2%
    2. 823 (4/7/2017)$58.85 (3/7/2020)$64.8 (Div.)$8.08 Return +23.8%
    3. 1052 (4/7/2017)$5.58 (3/7/2020)$5.26 (Div.)$1.14 Return +14.7%
    4. 5 (4/7/2017)$73.3 (3/7/2020)$37.45 (Div.)US$1.22=$9.52 -35.9%(even no disposal)
    5. 778 (4/7/2017)$9.63 (3/7/2020)$6.98 (Div.)$1.53 Return -11.6%
    6. 900 (4/7/2017)$5.80 (3/7/2020)$5.42 (Div.)$1.30 Return +15.9%
    7. 808 (4/7/2017)$3.32 (3/7/2020)$2.37 (Div.)$0.54 Return -12.3%
    8. 12 (4/7/2017)$35.9 (3/7/2020)$30.70 (Div.)$5.31 Return +0.2%(not yet taking into accounts "1 for 10" bonus shares within same period: should be 2 times)
    9. 62 (4/7/2017)$25.2 (3/7/2020)$15.1 (Div.)$3.45 Return -26.4%
    10. 270(4/7/2017)$10.46 (3/7/2020)$13.52 (Div.)$1.60 Return +44.6%

    Overall average returns = +39.2%

    Just my little sharing, Good Bye & Luck!

    P.S.
    Forest Sir, please let us have some message about you.
    I am now listening Whitney Houston "Greatest love of all".
    Wishing you well in everything!

    ^_^

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    1. 數學大師STUDENT SAYS, you forget to over 10(because we are talking about 10 stocks), so the overall average returns should be 3.92% not 39.2% in the past three years, and the yearly return is 1.013%, lower than inflation.

      Furthermore, please be reminded that your favourite stock 001長和, stock price in 4/7/2017 is about 97, today is 51.75, dividend 9.19, return in the past three years is -37.15%, yearly return is -9.6%. I think that you will be satisfied with this good result.

      ^_^

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    2. Mr/Ms Anonymous,

      Haha, You are right. I had made a miscalculation yesterday.

      But for the goodness of Forest Sir, the following 3-years returns should be revised:

      005.HK -31%
      012.HK +19%

      so that the "overall average return for the 10 stocks" should be +6.29%, i.e. +2.1%p.a.

      I was not interesting in whether anyone satisfing with such return. My point was that a 3-years return +2.1%p.a. is quite different from a 6-months return -36.92%p.a.(-18.46% for half year) for high-dividend-yield stocks investment.

      ######

      About 001.HK:

      I don't understand why you ask me whether satisfing with 001.HK from 3-years ago up to now. I have no 001.HK on 4/7/2017.

      Reading back on this blog, I mentioned 001.HK since 19/3/2020(2:10p.m.): 11:56a.m. bought 2,000 shares 001.HK @HK$45.20 ...

      Since then, I had repeatedly bought it until 26/3/2020. No more buy-in thereafter.

      I have received the final div.@HK$2.30/share on May2020.

      I can tell you that 001.HK is now my No.2

      Am I satisfied with it? ... No! I just satisfied with me.(W.H. "Greatest Love Of All")

      Too many words ... too late to sleep ...

      Good Luck Everybody!

      ^_^

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  56. 搞笑,咁得閒計人地蝕幾多,又唔計自己持倉賺幾多?

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  57. 為何一個收息股分享地搞成咁?
    買入收息股提供穩定現金流係正確觀念
    只不過而家環境大氣候轉變
    收息股類型再考慮重新佈局
    而唔係買收息股係錯誤觀念

    至於而家市場熱炒既新經濟股
    以前亦係渡過長時間艱苦經營
    先有今年成果

    最簡單如京東
    蝕足10年
    舊年先開始有盈利
    或者阿里巴巴
    2007年曾經香港上市
    過左幾年後
    用招股價價錢進行私有化
    跟手轉去美國上市
    當年好多人輸錢又知唔知?

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    1. 你講出重點,重點係環境變左,隻股開始有成果果陣先會入,入科技股,而而家係明顯環境已變左,舊經濟收息股係步入夕陽,咁重入就係完全錯誤。

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    2. 果位匿名人士講野係唔友善 但無可否認佢所講係有道理

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  58. 道理係買入timing,我5.6買入576,1.88買入1829,2.9買入86,衣家賺息賺價,這些都是高息股,好過高追新經濟股,否則要担驚受怕。所以買邊一類股都無錯與對,timing先係黄道。
    那個匿名算把啦,講嘢唔到point,又无具体分析哪隻股值得買,剩係識擦存在,日後當佢透明就可以。
    大家正正經經講下什麽股值得投資仲好,有投資價值的都講下,不分種類。

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    1. Agreed with Kevin.

      086.HK have UA and SHK Finance and securities business.

      086.HK is under 056.HK and 056.HK is under 373.HK.

      373.HK is now 52-weeks highest.

      056.HK is waiting for privatization procedure. After that, I think the focus would then go to 086.HK. 086.HK's NAV was >HK$10 at 31Dec2019. It seems 086.HK is undervalued at <HK$4.

      ######

      Btw, 450.HK is a cash rich stock. Its principal business was already turning good since last year. Moreover, this year 6-months results should be "significantly higher" than 2019 because it has extraordinary gain(RMN219M) on disposal of a factory land in China. I guess now it has net cash @HK$1.20~1.30/share (already deducting the final div. + special div., totalled @HK$0.07/share on 16Jun2020), and NAV should be around HK$3.70/share now. Besides interim div.(@HK$0.03/share), there may be special div.(@HK$0.02/share?) in coming interim results announcement.

      ^_^

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