只係覺得可能每個市場都會有機會，有啲公司就係未見到價值重估個誘因
最有價值收息股研究所 @ 18
加藤惠_
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美股確實係「易玩」過港股
只係覺得可能每個市場都會有機會，有啲公司就係未見到價值重估個誘因
只係覺得可能每個市場都會有機會，有啲公司就係未見到價值重估個誘因
pep又穿底，3年最低
真係gay巴二世
師兄可否講下買緊邊隻港股收息
除左金舖，有研究緊大飛哥之前提過嗰隻錶行
應該買平嘅野
定係要買 唔會跌嘅野
定係應該等到佢開升嘅時候先買
如果：低價 有佢嘅原因， 咁當佢高價嘅時， 都係有佢嘅原因？
price 已經 factor in 晒？
有無一個可能 over price in / over price in
2025年投資建議： 清倉保平安
定係要買 唔會跌嘅野
定係應該等到佢開升嘅時候先買
如果：低價 有佢嘅原因， 咁當佢高價嘅時， 都係有佢嘅原因？
price 已經 factor in 晒？
有無一個可能 over price in / over price in
2025年投資建議： 清倉保平安
https://youtu.be/zwBGAmyJ6yg
don't we're not market timers, we're not macro forecasters.
And I told you that before the break. And I insist it's true.
You could have said if you had a great foresight,
you could have said it
in 2019. I think there's going to be a pandemic.
I'm going to get out
in 2021. You could have said, I think that Russia is going to invade Ukraine.
I'm going to get out
in 22. You could have said, I think Hamas will attack Israel.
I'm going to get out.
You would have been right about the events, but it would have cost you a lot of money.
You know, I mentioned before that the U.S.
situation is doing well, but high priced.
The Chinese situation has fundamental questions.
But it's bargain priced,
which is better.
You know, you can't it's all investing.
It's a matter of relative choices.
don't we're not market timers, we're not macro forecasters.
And I told you that before the break. And I insist it's true.
You could have said if you had a great foresight,
you could have said it
in 2019. I think there's going to be a pandemic.I'm going to get out
in 2021. You could have said, I think that Russia is going to invade Ukraine.I'm going to get out
in 22. You could have said, I think Hamas will attack Israel. I'm going to get out.
You would have been right about the events, but it would have cost you a lot of money.
You know, I mentioned before that the U.S.
situation is doing well, but high priced.
The Chinese situation has fundamental questions.
But it's bargain priced,
which is better.
You know, you can't it's all investing.
It's a matter of relative choices.
不知不覺，1113長實"地產"已經變成半隻公用股
1. 睇返1113過去幾年年報"收入及收益貢獻"，得出以上兩張圖
2. 截至2023年，"基建及實用資產業務"佔總收益達35.6%，而"物業銷售"(包括沒收訂金)收益跌至30%
3. 預料"基建及實用資產業務"佔比將繼續上升，2024中期報告"購入或合作發展之主要物業及其他重要事項"提及其合營公司收購Phoenix Energy，UU Solar，英國陸上風電資產組合。
4. 如果鍾情1038的基建業務，可留意一下1113。現時1038的PE係17.5，1113的PE係7.1，而1113中35.6%收益來自"基建及實用資產業務"
5. 只可以講李嘉誠timing真係準，睇返2017年加入基建業務，同年1113出售中環中心，而家寫字樓租金仆直。
6. 利伸
：持有大量公用股及收租股，包括1038及1113。
1. 睇返1113過去幾年年報"收入及收益貢獻"，得出以上兩張圖
2. 截至2023年，"基建及實用資產業務"佔總收益達35.6%，而"物業銷售"(包括沒收訂金)收益跌至30%
3. 預料"基建及實用資產業務"佔比將繼續上升，2024中期報告"購入或合作發展之主要物業及其他重要事項"提及其合營公司收購Phoenix Energy，UU Solar，英國陸上風電資產組合。
4. 如果鍾情1038的基建業務，可留意一下1113。現時1038的PE係17.5，1113的PE係7.1，而1113中35.6%收益來自"基建及實用資產業務"
5. 只可以講李嘉誠timing真係準，睇返2017年加入基建業務，同年1113出售中環中心，而家寫字樓租金仆直。
6. 利伸
：持有大量公用股及收租股，包括1038及1113。個討論開始失焦
Index valuation 高又唔代表全部個股 valuation 高
Index 係weighted average of 個股
再者，公道講 HSI 同 S&P 500 correlation 唔係 1
所以假設S&P會拖跌港股係唔成立，亦邏輯上唔合理
同埋呢個世界唔係得港同美揀，你都可以揀日，歐，英等等
作為一個主動投資者，毫無疑問選擇美國股市係過往幾年係相對容易跑贏 S&P，呢個絕對認同，我自己都係咁做
但亦真係有人基本無美股Mag 7，無 tech 但大幅跑贏 S&P 500
EG ：基巴
由此可見，要跑贏 S&P 500 揀岩市場只係其中一個助力
但唔係決定性因素
真正關健係在於你既分析能力，估值能力同揀資產能力
大飛字
Index valuation 高又唔代表全部個股 valuation 高
Index 係weighted average of 個股
再者，公道講 HSI 同 S&P 500 correlation 唔係 1
所以假設S&P會拖跌港股係唔成立，亦邏輯上唔合理
同埋呢個世界唔係得港同美揀，你都可以揀日，歐，英等等
作為一個主動投資者，毫無疑問選擇美國股市係過往幾年係相對容易跑贏 S&P，呢個絕對認同，我自己都係咁做
但亦真係有人基本無美股Mag 7，無 tech 但大幅跑贏 S&P 500
EG ：基巴
由此可見，要跑贏 S&P 500 揀岩市場只係其中一個助力
但唔係決定性因素
真正關健係在於你既分析能力，估值能力同揀資產能力
大飛字
再自爆 就要去7仔買Account
有冇買埋1號同埋6
非常概括去計
Utility 一年賺7.7b
當required rate 10%就=77b
市值約100b
最大問題係幾時先會價值回歸
利申:29.x買左
1038都有諗過不過果陣嫌佢dividend yield 未夠低錯過左
Utility 一年賺7.7b
當required rate 10%就=77b
市值約100b
最大問題係幾時先會價值回歸
利申:29.x買左
1038都有諗過不過果陣嫌佢dividend yield 未夠低錯過左
老實講，當年拆隻地產1113出黎想𠝹清楚啲業務，搞完一輪又過幾年變左多一隻conglomerate，完全唔知啲定位想點
index valuation玩中短線炒macro theme/trend嘅話岩用多啲
呢度都係傾bottom up多，講fundamental同value 多，係另一套strategy黎，咁當然可以multi strategy，其實你都係咁做緊啦
同埋by the same logic咁計恆指PE長年得10左右，expected return應該~10%左都十年
呢度都係傾bottom up多，講fundamental同value 多，係另一套strategy黎，咁當然可以multi strategy，其實你都係咁做緊啦
同埋by the same logic咁計恆指PE長年得10左右，expected return應該~10%左都十年
我覺得係因為當年長建電能合併失敗，長建唔夠現金去買玩具，變咗要孖住1113出去買玩具
我會咁諗係因為我本身個盤係純買VOO, 而去到一個位pe 太高我會想保守d, 而港股某d股票我覺得係優質有現金流，所以我換左某一部分做港股同美債/cash。
我港股唔係玩index的，亦唔會因為2800 pe低就覺得可以無腦入，我自己對某d行業都好有戒心，例如地產/reits/消費類，答埋上面ching我依家有1038 2 659 331 6823，對我黎講呢堆都係for收息而唔係要求好似美股咁有大爆發。
我年中入呢堆其實都遲，早2年佢地個股息率仲吸引，不過無辦法啦唔可能每個機會都捉得實。
我港股唔係玩index的，亦唔會因為2800 pe低就覺得可以無腦入，我自己對某d行業都好有戒心，例如地產/reits/消費類，答埋上面ching我依家有1038 2 659 331 6823，對我黎講呢堆都係for收息而唔係要求好似美股咁有大爆發。
我年中入呢堆其實都遲，早2年佢地個股息率仲吸引，不過無辦法啦唔可能每個機會都捉得實。
見到師兄嗰啲多數都係公用股，好奇點解唔買 2638？
之前小弟 4.74 都買咗少少，記得嗰陣時呢度仲有第二位師兄都有買
之前小弟 4.74 都買咗少少，記得嗰陣時呢度仲有第二位師兄都有買
應該係拎住啲錢唔想夾硬搵地投又唔想派出街所以投埋基建項目，所以由CKP又改做CKA
不過都有可能關合併失敗事，電能章程係要投電力相關事業，所以依家能源項目係CKI PA各40%CKA20%，非能源項目就CKI CKA40% PA20%，三間公司用錢去成就victor既基建固定收入夢
唔知黎緊係咪真係買Thames Water
不過都有可能關合併失敗事，電能章程係要投電力相關事業，所以依家能源項目係CKI PA各40%CKA20%，非能源項目就CKI CKA40% PA20%，三間公司用錢去成就victor既基建固定收入夢
唔知黎緊係咪真係買Thames Water
李家真係好撚度縮，成手現金就係唔派出去
但佢呢兩年都不斷做buyback
Dividend+buyback都有10b
如果個股價低殘到咁 其實buyback好似都有着數
Dividend+buyback都有10b
如果個股價低殘到咁 其實buyback好似都有着數
即係變相當初重組純粹為咗遷冊
咁搞笑我都有呢4隻數目字不過係6823
唔過5成可以隱藏條數
呢個都係啦好多年前長實同和記地產啲大陸盤已經5050咁玩
唔consol個原因係ckh揸hwg得49.xxxxx%無controlling power
好多年前長實同和記地產啲大陸盤已經5050咁玩唔consol個原因係ckh揸hwg得49.xxxxx%無controlling power