睇你數簿, 2778 冠君..君君

3 garden road location is just shit man...central vacancy has been low for years but it only went above 100 mark a year or so ago and they did a few big deals last year.

take a look at prince building or York house I.e. hk land portfolio. take a look at HK land presentation u can download that easily. expiry rent is around 110 renewal is 130 140 mark I guess?

frankly your work is pretty good...just assumption is a bit too aggressive.

同問

435幾好，我租緊佢d場，租務好穩定升

得2幢....萬一著火咪GG.....

未好深入研究過咁多隻 REITS
但睇面牌, 會比較偏向 0778
民生類, 相對上比較少受經濟大上落影響

就好似啲人會買 大快活 大家樂一樣
至於仲有兩隻酒店REITS都係, 好受旅客/外圍經濟/特別係大陸影響

講起, 其實羅氏真係好懶 差唔多全部整晒REITS
唔知遲下利氏會唔會呢

無錯！ 算你啦

期待

想問下個派息比率係應該點睇?
2778我見佢2018年派息比率係20%
咁收入有6,411,601來自物業重估 (約80%)
咁係咪即係話間公司已經派盡晒收租返黎既錢?

想問下個派息比率係應該點睇?
2778我見佢2018年派息比率係20%
咁收入有6,411,601來自物業重估 (約80%)
咁係咪即係話間公司已經派盡晒收租返黎既錢?

係呀, 收返嚟嘅派左95% 出街
你可以望望年報P135

所有REITS都係, 所以要有新發展就要借錢 or 賣左舊有嘅
好似領展咁

嚟緊想寫 0293 國泰 泰泰

可唔可以寫 27 / 中人壽

Dividend = HKD0.2617 per share
Rental income per share = HKD2.641B / 5.86B = HKD0.45 per share
佢既P&L又唔係得 rental income同revaluation (雖然佔大部分)

其實係鳩up, 一年鎖車收入得370萬 請十條友同埋部車喺度巡邏 都唔止三百七十萬年薪啦

但變相逼人去泊車，咁先有車位收入

剛剛買咗778。 諗住長揸。

一有人吹2778，就係水尾時候？

樓主好有心support

回緊
大戶又mon post

2778 我都睇好 但最後留意佢係計劃賣朗豪坊辦公室大樓果陣了
最後好似賣唔成？五個幾無入，之後無心機睇了

BTW 見過姓黃果位CEO，係幾四正的

btw 睇晒成篇文，樓主有文有路

留名支持

係幾正
喺 Garden 3 迎面見到，個人都幾有氣場

btw google sheet 交咗隻目標畀你睇數簿