tag:blogger.com,1999:blog-3301536840960275863.post7109722934735948922..comments2024-03-24T23:08:33.909+08:00Comments on 偉哥投資手札: 萊蒙國際 (03688) 的資產淨值與淨現金值偉哥http://www.blogger.com/profile/08277235755471085935noreply@blogger.comBlogger263125tag:blogger.com,1999:blog-3301536840960275863.post-48182186880715832392017-08-23T18:29:47.690+08:002017-08-23T18:29:47.690+08:00余卓兒沒有多少空間買更多的191(接近30%的股權),應該集中在買更多的488?余卓兒沒有多少空間買更多的191(接近30%的股權),應該集中在買更多的488?Louis YK Luihttps://www.blogger.com/profile/10357030417031543999noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-28263612079714280322017-08-23T18:21:32.221+08:002017-08-23T18:21:32.221+08:00麗展大超值 RRJ基金追捧
麗展倫敦舊樓重建價值高, 重建後市值預計將增至20億鎊, 每股已值3...麗展大超值 RRJ基金追捧<br /><br />麗展倫敦舊樓重建價值高, 重建後市值預計將增至20億鎊, 每股已值30元。<br /><br />http://paper.wenweipo.com/2017/08/23/TZ1708230005.htm<br /><br />麗展突然大成交搶升,市傳知名基金RRJ視為大超值股發掘目標之一,淡馬錫在該基金佔有三成,管理資產規模達110億美元,睇中麗展,相信是看好麗展手上的優質寫字樓升值幅度巨大,而近期旗下樓盤大賣,均鎖定未來兩年盈利可觀增長。事實上,麗展旗下的將軍澳「藍塘傲」、馬頭角「喜築」兩項目,逾八成的住宅單位已售出,總值分別為40億元和10億元,令麗展2018年度核心盈利預計達10億元,代表麗展盈利大幅增長。<br /><br />此外,麗展擁有英國倫敦利德賀街的三幢舊樓,總樓面33萬呎,將獲批重建後,總樓面達120萬呎,以5億英鎊重建成本計,預計市值將增至20億鎊,單在這個項目,以目前麗展6.05億股計,每股已值30元。傳聞RRJ大手追入,看好英樓盤大升值為主要因素之一。<br /><br />另一方面,麗展在橫琴項目亦食正大灣區概念,加上長沙灣廣場亦極具重建價值,成為長線估值大升的增長動力,在合股後貨源大減下,值得趁低跟進。Louis YK Luihttps://www.blogger.com/profile/10357030417031543999noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-81890893141989882012017-08-23T11:16:46.778+08:002017-08-23T11:16:46.778+08:00睇番CCASS, 新鴻基由上市至今大部分時間沽貨
壓左隻野好耐, E幾日終於壓唔住!睇番CCASS, 新鴻基由上市至今大部分時間沽貨<br />壓左隻野好耐, E幾日終於壓唔住!LUCAShttps://www.blogger.com/profile/00855287885162466454noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-41054269083495075052017-08-22T18:20:46.103+08:002017-08-22T18:20:46.103+08:00月22日 下午5:06
0.548*1.174(today cny:hkd rate)=hkd0.6...月22日 下午5:06<br />0.548*1.174(today cny:hkd rate)=hkd0.64<br /><br />對應pe12,15,18 , 股價7.68, 9.6, 11.52<br /><br />Should be $0.548 *2 * 1.174?AJ23https://www.blogger.com/profile/03568189336773121442noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-16449827400508288312017-08-22T18:11:06.507+08:002017-08-22T18:11:06.507+08:00Haha hkex casino ?!Haha hkex casino ?!AJ23https://www.blogger.com/profile/03568189336773121442noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-86127650020832186092017-08-22T17:49:45.971+08:002017-08-22T17:49:45.971+08:00http://www.aastocks.com/tc/stocks/news/aafn-news/N...http://www.aastocks.com/tc/stocks/news/aafn-news/NOW.822335/1<br /><br />中鋼協:7月國內市場鋼材價格漲幅加大 後期鋼材難以持續大幅上漲<br />2017/08/22 16:39 <br /><br />提醒一下下半年<br />蘇記---股壇二等兵https://www.blogger.com/profile/17250770808649781505noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-22857828540507036642017-08-22T17:21:10.746+08:002017-08-22T17:21:10.746+08:00節錄一段管理層分析, 文字多的話請見諒.
此乃自本公司二零零四年上市以來最高的半年度溢利。集團的扣...節錄一段管理層分析, 文字多的話請見諒.<br /><br />此乃自本公司二零零四年上市以來最高的半年度溢利。集團的扣除所得稅、財務淨成<br />本、折舊及攤銷前溢利(經調整非經常性項目後)也從去年同期的人民幣13.9 億元進一步改善至人民幣30.9 億元,每股基本收益達到每股人民幣0.548 元(2016 年同期:每股人民幣0.180 元)。<br />基於二零一七年上半年經營業績和本集團未來發展的需要,以及為與本公司股東們分享本集團優秀業績的成果,董事局建議派發二零一七年中期股息每股0.13 港元。蘇記---股壇二等兵https://www.blogger.com/profile/17250770808649781505noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-16835851314894162642017-08-22T17:13:27.301+08:002017-08-22T17:13:27.301+08:00謝謝偉哥,581要升天啦!yeah
這只佔倉超50%比例,淨係因為信偉哥你!由3蚊買起,一點點買來䢖...謝謝偉哥,581要升天啦!yeah<br />這只佔倉超50%比例,淨係因為信偉哥你!由3蚊買起,一點點買來䢖倉,每日看偉哥blog超過二十次密切關注!<br />在傷心1132之後!581給左最大的溫暖我!謝謝你偉哥,感激不盡,感謝您無私的奉獻!1132一定也會大升的,好快的啦!加油啊1132Anonymoushttps://www.blogger.com/profile/08045633555266943651noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-6811428650243546262017-08-22T17:13:17.240+08:002017-08-22T17:13:17.240+08:00check 番由2004 to 2011的中期派息, 最多為2011年派中期hkd0.10
201...check 番由2004 to 2011的中期派息, 最多為2011年派中期hkd0.10<br /><br />2017全年預計息0.13+0.15(跟2016)=hkd0.28<br /><br />現價5.03, 息率5.57%蘇記---股壇二等兵https://www.blogger.com/profile/17250770808649781505noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-34752086198761220622017-08-22T17:06:46.203+08:002017-08-22T17:06:46.203+08:000.548*1.174(today cny:hkd rate)=hkd0.64
對應pe12,15...0.548*1.174(today cny:hkd rate)=hkd0.64<br /><br />對應pe12,15,18 , 股價7.68, 9.6, 11.52<br /><br /> 蘇記---股壇二等兵https://www.blogger.com/profile/17250770808649781505noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-85327469760618467622017-08-22T17:02:15.853+08:002017-08-22T17:02:15.853+08:00yes, 肯派中期hkd0.13
期內本公司權益持有者應佔溢利(人民幣)
(2017) 18.7...yes, 肯派中期hkd0.13<br /><br />期內本公司權益持有者應佔溢利(人民幣) <br />(2017) 18.73 億元 (2016)5.28 億元 上升254.4%<br /><br />每股基本收益(人民幣)(2017) 0.548 元 (2017) 0.180 元 上升204.4%蘇記---股壇二等兵https://www.blogger.com/profile/17250770808649781505noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-55706545118952221842017-08-22T16:59:41.703+08:002017-08-22T16:59:41.703+08:00作者已經移除這則留言。蘇記---股壇二等兵https://www.blogger.com/profile/17250770808649781505noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-38616649302582712972017-08-22T16:57:04.429+08:002017-08-22T16:57:04.429+08:00每噸毛利(人民幣)
-銷售自行生產的鋼鐵產品 RMB440
2016 RMB248
上升77.4%...每噸毛利(人民幣)<br />-銷售自行生產的鋼鐵產品 RMB440<br /><br />2016 RMB248<br />上升77.4% 蘇記---股壇二等兵https://www.blogger.com/profile/17250770808649781505noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-11532099029964931692017-08-22T16:56:36.797+08:002017-08-22T16:56:36.797+08:00是否算超預期?是否算超預期?Anonymoushttps://www.blogger.com/profile/13988661924729142882noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-32033666073443816682017-08-22T16:54:33.508+08:002017-08-22T16:54:33.508+08:002017年6月30日
收入 20,240,501 (RMB 千元)
銷售成本(17,401,603)...2017年6月30日<br />收入 20,240,501 (RMB 千元)<br />銷售成本(17,401,603) RMB 千元<br />毛利 2,838,898 (RMB 千元)蘇記---股壇二等兵https://www.blogger.com/profile/17250770808649781505noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-7655152527109034262017-08-22T16:47:23.508+08:002017-08-22T16:47:23.508+08:00581公布了,每股中期股息(港幣)$0.13
http://www.hkexnews.hk/list...581公布了,每股中期股息(港幣)$0.13<br />http://www.hkexnews.hk/listedco/listconews/sehk/2017/0822/LTN20170822285_C.pdfMr Betahttps://www.blogger.com/profile/14928835194078031258noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-46538207040293495492017-08-22T16:39:43.137+08:002017-08-22T16:39:43.137+08:00見多左人寫777,3天回報已有5%左右所以沽出見多左人寫777,3天回報已有5%左右所以沽出Joshua chanhttps://www.blogger.com/profile/12318854065483743227noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-9381355689040960342017-08-22T16:39:12.232+08:002017-08-22T16:39:12.232+08:00碼頭朋友來料, 明天賭場應該關門 :<碼頭朋友來料, 明天賭場應該關門 :<股農https://www.blogger.com/profile/08143711844909185952noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-47238658864971547832017-08-22T16:36:33.787+08:002017-08-22T16:36:33.787+08:00今天24元沽出777今天24元沽出777Joshua chanhttps://www.blogger.com/profile/12318854065483743227noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-53202179598474759622017-08-22T16:30:21.911+08:002017-08-22T16:30:21.911+08:00John兄, 那就慘了, 我以為A股升佢唔跟, 會有暗病, 所以止左 :<John兄, 那就慘了, 我以為A股升佢唔跟, 會有暗病, 所以止左 :<股農https://www.blogger.com/profile/08143711844909185952noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-48461023842899649102017-08-22T16:05:20.628+08:002017-08-22T16:05:20.628+08:00799,最近都炒左4-5轉,@11.5買入的仍持有中,另1隻777亦相當好炒。799,最近都炒左4-5轉,@11.5買入的仍持有中,另1隻777亦相當好炒。tkchanhttps://www.blogger.com/profile/03101184789523737348noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-26116482848137936362017-08-22T16:05:06.931+08:002017-08-22T16:05:06.931+08:001132今天交易:
1.02元 1.32M股
1.03元 1.295M股
1.04元 4.451M...1132今天交易:<br /><br />1.02元 1.32M股<br />1.03元 1.295M股<br />1.04元 4.451M股<br />1.05元 5.693M股<br />1.06元 5.635M股<br />1.07元 4M股<br />1.08元 5.76M股<br />1.09元 2.17M股Louis YK Luihttps://www.blogger.com/profile/10357030417031543999noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-91734330800029025642017-08-22T15:59:26.788+08:002017-08-22T15:59:26.788+08:00有冇師兄有留意207?有冇師兄有留意207?Anonymoushttps://www.blogger.com/profile/03695819456208685315noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-3470214872353558972017-08-22T15:51:39.093+08:002017-08-22T15:51:39.093+08:00作者已經移除這則留言。Louis YK Luihttps://www.blogger.com/profile/10357030417031543999noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-65749210659683664712017-08-22T15:49:23.134+08:002017-08-22T15:49:23.134+08:00700,
支持位$320,310.700,<br />支持位$320,310.oman524https://www.blogger.com/profile/01600751719071516003noreply@blogger.com