出年張美元債已經跌到落60
最有價值收息股研究所 @ 21
加藤惠_
519 回覆
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2 Dislike
麗新發展(00488.HK) 與市建局合作發展的觀塘Bal Residence即日推出全新價單，單位減價最高12.7%。本次調整涵蓋項目高層海景及市景單位，主打一房至兩房戶型，實用面積338至489平方呎，扣除最高共20.75%折扣後，一房單位折實售價由494.37萬起，折實呎價由14,165元起，共有15伙的折實呎價低於15,000元。
出年張美元債已經跌到落60
出年張美元債已經跌到落60
新世界有版你睇。賴起帳上黎一野展期/haircut就pk
佢冇新世界咁重債
60個價預左展期2 3年啦
60個價預左展期2 3年啦
胡塞封返紅海,d 運價係唔係又會升翻
佢出咩方案好難講，不確定因素太多，60其實唔夠值搏因為cut起上黎即係腰斬
不過麗新條數真係唔多樂觀，成手蝕錢野。除非好似資本咁拉到投資者做到配股供股，但就好似賭大細咁
不過麗新條數真係唔多樂觀，成手蝕錢野。除非好似資本咁拉到投資者做到配股供股，但就好似賭大細咁
取決於佢變賣資產的進度
IF 佢展左期就唔洗haircut
26 27有兩個豪宅盤收回現金流
IF 佢展左期就唔洗haircut
26 27有兩個豪宅盤收回現金流
想請教下睇345
岩岩見佢出盈喜, 全年profit 大約2.25 - 2.45億
但我望番佢份interim, 半年已經講緊2.22億profit, 咪姐係下半年冇咩賺錢?
岩岩見佢出盈喜, 全年profit 大約2.25 - 2.45億
但我望番佢份interim, 半年已經講緊2.22億profit, 咪姐係下半年冇咩賺錢?
半年 應該係 $171? (2024 09 30)
賺少左，但應該唔係無錢賺
賺少左，但應該唔係無錢賺
823升乜？
下半年正常賺少啲
今年條數好唔好，真係心中有數
375 - 330… 我會比較着重個 Turnover，FCF 有冇繼續改善…
今年條數好唔好，真係心中有數375 - 330… 我會比較着重個 Turnover，FCF 有冇繼續改善…
小弟都睇到少少嘢可以分享吓
除咗本身業務之外，屯門廠房地可唔可以改建（附近 16 & 62）？深圳廠房諗住點發展？東南亞市場有冇機會同 Yeo’s 拍住上？
除咗本身業務之外，屯門廠房地可唔可以改建（附近 16 & 62）？深圳廠房諗住點發展？東南亞市場有冇機會同 Yeo’s 拍住上？D商場安全過伊朗地堡
廢老要去飲茶傾WW3，刺激租務需求
連登背馳 指數
避險股
外面愈亂愈穩
外面愈亂愈穩
Same as 6823 315
又話香港零售玩完 又話供股永不超生
留名等 煌郭聾 賣股 
hims
我覺得最主要原因係低息，對Reits 幫助好大，慳返好多錢，同埋而家低息環境，多咗人考慮買收息股
我參考announcement:
The board of directors of the Company (the “Board”) wishes to inform shareholders of the Company (the “Shareholders”) and potential investors that based on preliminary assessment of information currently available to the Board for the financial year ended 31st March 2025 (the “Current Financial Year”), the Group is expected to record a profit attributable to the Shareholders in the range of HK$225 million to HK$245 million, as compared to the profit attributable to the Shareholders of HK$116 million for the year ended 31st March 2024, representing a year-on-year increase of approximately 94% to 111% .
佢上年對標緊116, 姐係Attributable to Equity shareholders of the Company
咁interim 同一粒數對比, 就係222
而佢話今年條數係225-245, 所以先得出 下半年冇咩賺錢
The board of directors of the Company (the “Board”) wishes to inform shareholders of the Company (the “Shareholders”) and potential investors that based on preliminary assessment of information currently available to the Board for the financial year ended 31st March 2025 (the “Current Financial Year”), the Group is expected to record a profit attributable to the Shareholders in the range of HK$225 million to HK$245 million, as compared to the profit attributable to the Shareholders of HK$116 million for the year ended 31st March 2024, representing a year-on-year increase of approximately 94% to 111% .
佢上年對標緊116, 姐係Attributable to Equity shareholders of the Company
咁interim 同一粒數對比, 就係222
而佢話今年條數係225-245, 所以先得出 下半年冇咩賺錢
唔係 171 咩？
China Asks State-Owned Developers to Avoid Public Debt Defaults
China has introduced a requirement for state-owned developers to avoid defaulting on publicly issued debt, in the latest attempt by authorities to contain the nation’s prolonged property crisis.
The State-owned Assets Supervision and Administration Commission added the directive to its latest performance metrics for about 20 developers that are controlled by the central government, people with knowledge of the matter said, asking not to be identified discussing a private matter.
The State-owned Assets Supervision and Administration Commission added the directive to its latest performance metrics for about 20 developers that are controlled by the central government, people with knowledge of the matter said, asking not to be identified discussing a private matter.