睇你數簿, 2778 冠君..君君

會開始認真研究

Hold 緊幾皮野808

買REITs 都係做種樹投資，幾年好難見到高回報，但長遠都係gogogo

留名學野

pretty good work have to say.


- if 3 garden road is 150 how much u think price building would be? she has done a great job filling the place up but location is still not great. for that price u prefer there or pp? u could be right but need to compare HK land and swire on valuation
- Langham is still a function of Chinese tourist, even it isn't really
- ada wont do any m&a, big boss is a bit busy right now in my view

請問405，435，808，2778，778 㸃比較？

Lm

咩價位入好

其實就係揸住萬邦行食過世

封面設計

多謝樓主， 分析好詳細 留明

安老股
十二萬一手 有閒錢可以買下

而家先黎講2778
現價除淨之後得番4厘息
有冇諗過加租已經priced in?

預佢下年派多接近一成，0.26-->0.28, 圍返4.5厘，現價落返6.2買入第一注ok？

有無Price In你試吓用個NOI
對比返佢啲物業嘅Cap Rate咪知
2778令人擔心嘅地位唔係個價
而係管理層能否有效帶嚟增長
利申：有留意但未有貨

依家先講, 唔係叫大家依家先買
由頭到尾都無叫大家買定唔買
只係想大家睇下年報
小股民只可以知一啲已經水尾嘅消息
所以絕對price in左 "可租"依樣野
咁有無啲未 price in 嘅消息?
我諗, 難啲

$200果時買左
當做定期(日日好少成交+唔高息)但又有股價增值的好處

無ceo圖腐皮

pretty good work have to say.
- if 3 garden road is 150 how much u think price building would be? she has done a great job filling the place up but location is still not great. for that price u prefer there or pp? u could be right but need to compare HK land and swire on valuation
- Langham is still a function of Chinese tourist, even it isn't really
- ada wont do any m&a, big boss is a bit busy right now in my view[/quote]
多謝巴打嘅建議/問題
好奇心之下都去左望望 太古廣場(PP) 幾錢 => 估唔到可以 $110-$160
http://oir.centanet.com/office/transaction?searchTxt=%E5%A4%AA%E5%8F%A4%E5%BB%A3%E5%A0%B41%E6%9C%9F&postType=All
題外話, 太古地產嘅寫字樓有70% 以上都要2021年或打後先到期

再望下 3Garden 前面嘅中銀大廈(無錯, 可能比較少人知係有出租嘅)
https://midlandici.com.hk/ics/property/details/office/Central/Bank-of-China-Tower-High-Floor/111667
$120-$160
IFC $220
對面海嘅ICC 就做緊 $100

商務租嘅市場唔太熟, 但好似唔會同住宅一樣咁要分到咁仔細座向景觀樓層/行幾多樓梯...etc(不過老實我都懶行上ICBC tower)
始終 中環就係中環, PP 係金鐘比一感覺次左一級, 加上PP 要2021年先可以再有供應, 中環甲一級至少依一年兩真係無乜選擇
望下ICC 個價就知, 又靚又新又方便, 都係會差中環一大折租金

至於M&A, 依個唔去估啦, 作為小股民, 只可以係"希望"佢會有新商廈
當bonus

想買隻reit長期hold住
但唔敢而家入823 個價好高
哩隻2778會唔會好選擇？

樓豬點睇 1972



喺太古坊返工 睇住佢拆完又起

樓主可唔可以分析下435