最有價值收息股研究所 @ 21

無人係上帝，唔會樣樣野岩晒
唔會遮遮掩掩

唔係咁講
佢又唔會執粒
但撈底要睇長線佢搞返好 短線比較大風險，因為好睇外在環境
加要好小心

依家走又唔係唔走又唔係

對健康醫療無認識
但應該有其他消費股有機會

呢個真，坐住派息，有機會賺息蝕價。。。

1.93 出了1830.
認輸

真係依家真係坐撚左係度

摩根士丹利發表研究報告指，下調希慎(00014.HK)2025至2027財年的基本每股盈測3%、7%及10%，以反映最新的租金與租用率、合約銷售及利率等預期。

大摩維持希慎2025至27財年的股息預測，料未來股息收益率為6.8%，又將集團目標價由13元微降至12.5元，較每股資產淨值折讓70%，續予「減持」評級。

1830崩盤

大飛哥仲有冇揸1830

佢清左
其實呢隻可以無底，好睇經濟恢復，好大風險
要好有耐性先坐得過，亦都可以上唔返
全年盈利都跌三成幾，即係下半年跌成4成幾5成，點搞，支持清倉
可以等派息有冇驚喜搏彈多少少既
我諗同重寫字樓既房地產、非必要消費都真係最好避一避，需求自由落體咁款

再大減派息或者管理層指引差既話相信再跌一波

唔係話冇機會，但呢刻衝同賭大細無分別。
中國d cpi ppi差到咁

港股一律清

香港經濟麻麻
但港股又企到24000

玩緊grok
佢估下年年中5yr ust 4%

Investor Expectations and Market Norms:
Perpetual Bond Practice: Issuers call perpetuals at the first call date (>80% historically) when reset coupons exceed market rates to avoid higher costs and maintain investor trust. Not calling could signal distress, raising future borrowing costs.
GLP’s Reputation: As a major logistics player, GLP has an incentive to uphold market confidence, especially after the 2024 bond sale failure. Calling the GLPSP supports future issuances, particularly green bonds.

GLP’s likelihood of calling the GLPSP 4.5% Perpetual Bond on May 17, 2026, is moderately high (60–70%), driven by the reset coupon (7.74–8.04%" target="_blank" rel="noopener noreferrer"> exceeding the current 4.5%. However, the $300 million bond at 9.75%, a failed 10%+ sale, and a $1.8 billion 2024 loss reduce the probability from 70–80% due to high borrowing costs and financial challenges. GLP’s $23 billion asset base and debt repayment plans support refinancing capacity, but a call depends on securing debt at <7.74%. Investors should verify call terms via BondbloX or Cbonds and consult a financial advisor.

Retail市場係咁，當其他對手都千方百計留住啲客，就算唔願意都唯有焗住跟隊

持續消費降級之下，部分業主仲覺得好好景加組趕租客走，相映成趣

消費品市場太多因素

佢唔上市的話可以點樣有平低過reset rate既錢去redeem

無，不過佢其中一個point係講佢call左可以比到信心用低d rate去refinance
唔call個rate會更加高同少d人有興趣買

真，同大陸人好興搞呢d
打乜針乜針個d

btw用lock大飛睇唔到

grok 比起poe同deepseek勇好多