最有價值收息股研究所 @ 18
加藤惠_
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如果NWD肯賣，睇下相關人士肯唔肯買囉
14-15蚊又可以走一走
如果肯賤價賣都幾好真心
嗰啲舊樓，佢哋都好似收咗好耐
記得，我計全年 DPS 減30%
& 上半年DPS 反映左一部份
睇下 下半年係咪一樣
& 上半年DPS 反映左一部份
睇下 下半年係咪一樣
數簿哥覺得洗唔洗減派
就咁睇條數，小弟覺得唔洗，但唔知佢哋點諗了
就咁睇條數，小弟覺得唔洗，但唔知佢哋點諗了
To be exact
我預可分派嘅 profit 跌30%
條數相對容易計
Retail 加租/減租幾多, 我覺得平手or 加到小小
Office, 有幾多%續期，依部份都應該減租機會大
住宅部份，當不變
Admin cost, maintenance cost, 增幅大於 通脹，好基本
之後就係 interest expenses, fixed loan, float rate loan, 過去一年嘅利率，你會見到
扣埋交稅，就計到 operation profit
你有 first half year 做參考
我預可分派嘅 profit 跌30%
條數相對容易計
Retail 加租/減租幾多, 我覺得平手or 加到小小
Office, 有幾多%續期，依部份都應該減租機會大
住宅部份，當不變
Admin cost, maintenance cost, 增幅大於 通脹，好基本
之後就係 interest expenses, fixed loan, float rate loan, 過去一年嘅利率，你會見到
扣埋交稅，就計到 operation profit
你有 first half year 做參考
睇下落成啲項目會唔會頂到跌條數了呢鋪有運😂😂
琴日3點買新玩具，今朝就出盈喜升兩成
https://www1.hkexnews.hk/listedco/listconews/sehk/2025/0115/2025011500447_c.pdf
PS : 實有連登仔話內幕交易
大飛字
琴日3點買新玩具，今朝就出盈喜升兩成
https://www1.hkexnews.hk/listedco/listconews/sehk/2025/0115/2025011500447_c.pdf
PS : 實有連登仔話內幕交易
大飛字
其實823/14係香港地產呢個sector算係跌得下又ok既選擇啦
買得都係因為佢會跌同佢資產質數相對ok
本身買得呢個sector都預佢係跌
係睇情況會唔會改善
買得都係因為佢會跌同佢資產質數相對ok
本身買得呢個sector都預佢係跌
係睇情況會唔會改善
紙製品
其實你你有乜睇法然後入呢隻
其實你你有乜睇法然後入呢隻
點睇尋日發盈喜嘅1346
又係派高息
現金水平又高
又係派高息
現金水平又高
只係認為條數冇講到咁差，啲原因都係重複再重複
不過有一點係真，佢地投資得太多未有即時收入項目，加息期股東咪難受啲 咩醫療集團到而家都係一頭霧水（等 IPO？）
而家啲項目陸續落成，開始提供收入，咪睇佢地點清債
不過有一點係真，佢地投資得太多未有即時收入項目，加息期股東咪難受啲
咩醫療集團到而家都係一頭霧水（等 IPO？）而家啲項目陸續落成，開始提供收入，咪睇佢地點清債
原來隻利華都盈喜🤔
我本身琴日都想深入研究埋佢，只係無時間
大飛字
我本身琴日都想深入研究埋佢，只係無時間
大飛字
3416,3419 呢d covered call ETF 好似幾吸引， 10厘以上息， 仲係月月派。 有無伏？
其實咁細成交既股點解你可以搵到咁多隻黎玩
都係班兄弟睇到suggest出黎？
都係班兄弟睇到suggest出黎？
呢d都係我搵
https://finance.yahoo.com/news/warren-buffett-asked-had-start-190315104.html
Buffett then detailed his strategy if he were starting out today. "I would do it exactly the same if I were in an investment world. If I were getting out of school today and I had 10 thousand dollars to invest, I'd start with the A's. I would start going right through companies and probably focus on smaller companies because I would be working with smaller sums and there's more chance that something is overlooked in that arena."
點搵出黎？ Start with A
--------
mkt forcast TSM 2028 only 136b ~ 160b
2024 fy rev 90b, Cc wei岩岩講未來5年 cagr 20%
如果真係 cagr 20%
2028 = 187b
mkt 低估左台積電 2028 revenue 50b （包括將佢作為第2大倉既我）
-------
28號就到 lvmh 出數，依家唔知做咩升緊8%
大飛字
https://finance.yahoo.com/news/warren-buffett-asked-had-start-190315104.html
Buffett then detailed his strategy if he were starting out today. "I would do it exactly the same if I were in an investment world. If I were getting out of school today and I had 10 thousand dollars to invest, I'd start with the A's. I would start going right through companies and probably focus on smaller companies because I would be working with smaller sums and there's more chance that something is overlooked in that arena."
點搵出黎？ Start with A
--------
mkt forcast TSM 2028 only 136b ~ 160b
2024 fy rev 90b, Cc wei岩岩講未來5年 cagr 20%
如果真係 cagr 20%
2028 = 187b
mkt 低估左台積電 2028 revenue 50b （包括將佢作為第2大倉既我）
-------
28號就到 lvmh 出數，依家唔知做咩升緊8%
大飛字
最慘係無論中英文都好，得呢種先會高view
睇盈喜嘅通告
跟住先睇間公司
跟住先睇間公司
一開始有睇下呢個youtuber, 但佢唔集中分析業務個走勢/未來, 正係一味係度計bullish/bearish case, 但又計唔岩/有d野好難量化, 有咩意思
雖然點都好過d財演
雖然點都好過d財演
我可以講佢有d計法上既錯誤，
首先你留意下佢計時 tech stock fcf margin好高，係因為佢根本無將個 Share based compensation 扣番出黎
如果你唔扣出黎，咁都唔緊要
一係你用 black scholes計番所有 stock option value 再係 valuation 扣番
又或者你每年要 assume佢一個 dilution % 係個股數增發上面
但佢都無😂
變相佢計所有用股權激勵既股票都係高估左
越多 SBC就越高估
大飛字
首先你留意下佢計時 tech stock fcf margin好高，係因為佢根本無將個 Share based compensation 扣番出黎
如果你唔扣出黎，咁都唔緊要
一係你用 black scholes計番所有 stock option value 再係 valuation 扣番
又或者你每年要 assume佢一個 dilution % 係個股數增發上面
但佢都無😂
變相佢計所有用股權激勵既股票都係高估左
越多 SBC就越高估
大飛字
大家為愛發電，當大家唔唔洗出糧咪算