tag:blogger.com,1999:blog-3892650125576209046.post3785686201645815354..comments2023-10-30T23:56:18.828+08:00Comments on 好奇投資: 領展是一間經營得超好的REIT, 不過現價有點貴早月http://www.blogger.com/profile/07447243980632486206noreply@blogger.comBlogger33125tag:blogger.com,1999:blog-3892650125576209046.post-3631540414110988592018-12-17T23:37:22.464+08:002018-12-17T23:37:22.464+08:00我沒有說過“市場先生收人錢推介股票”, 你理解能力和記性偏低, 怪不得要用匿名, 錯了不用負責任嘛。...我沒有說過“市場先生收人錢推介股票”, 你理解能力和記性偏低, 怪不得要用匿名, 錯了不用負責任嘛。 早月https://www.blogger.com/profile/07447243980632486206noreply@blogger.comtag:blogger.com,1999:blog-3892650125576209046.post-20918183397449406632018-12-17T22:56:37.617+08:002018-12-17T22:56:37.617+08:00我覺得持有領展最大既好處
就係領展會幫股東懲罰冇持有佢/嫌佢貴既人
而家係79.2 中間講緊有幾蚊息...我覺得持有領展最大既好處<br />就係領展會幫股東懲罰冇持有佢/嫌佢貴既人<br />而家係79.2 中間講緊有幾蚊息<br />計埋係84蚊以上<br />之前見你仲話市場先生收人錢推介股票<br />好心你唔識就摺埋咪係到獻世啦<br />Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-3892650125576209046.post-26758767432336246242018-07-12T12:49:43.135+08:002018-07-12T12:49:43.135+08:002017-01-16 = $52.00
2018-07-12 = $75.00
Price = +4...2017-01-16 = $52.00<br />2018-07-12 = $75.00<br />Price = +44%oobjhttps://www.blogger.com/profile/09616987651848327719noreply@blogger.comtag:blogger.com,1999:blog-3892650125576209046.post-66532561623163992282017-01-31T14:00:57.735+08:002017-01-31T14:00:57.735+08:00tam1234hk 如果得一間銀行(不是一間恒生, 是全部銀行來計都只得一間), 又真是幾抗跌, 但...tam1234hk 如果得一間銀行(不是一間恒生, 是全部銀行來計都只得一間), 又真是幾抗跌, 但如果只剩下少少人去用, 銀行會轉去小一點的地方. <br /><br />近來匯豐銀行開始試水流動銀行, 會玩到幾大, 會不會有其他銀行跟風, 都是一個變數. 早月https://www.blogger.com/profile/07447243980632486206noreply@blogger.comtag:blogger.com,1999:blog-3892650125576209046.post-43725056979012871392017-01-31T13:51:38.583+08:002017-01-31T13:51:38.583+08:00要睇實際情況, 例如成個天水圍基本上得一間恆生分行
要D阿婆阿叔學用ebanking唔去排隊, 係世...要睇實際情況, 例如成個天水圍基本上得一間恆生分行<br />要D阿婆阿叔學用ebanking唔去排隊, 係世紀工程<br />所以如果唔係業主狂加租既話, 係長租長有<br /><br />至於食呢樣野係咪抗跌, 又係好睇實際情況<br />以我所知既置富嘉湖同頌富商場為例, 酒樓續新約既加租幅度係數以倍計, 重要commit勁大筆裝修費, 係加租幅度既一大動力, 但調轉番頭如果衰退個陣會唔會縮, 縮幾多,咁就不得而知<br />tam1234hkhttps://www.blogger.com/profile/13243995703861658713noreply@blogger.comtag:blogger.com,1999:blog-3892650125576209046.post-34812417744295987502017-01-18T17:51:55.056+08:002017-01-18T17:51:55.056+08:00只覺得領展的屋邨商場基本上都是屈機,佔盡地利---其實大部份823場都吸唔倒街外客...只覺得領展的屋邨商場基本上都是屈機,佔盡地利---其實大部份823場都吸唔倒街外客...linksuperfanshttps://www.blogger.com/profile/05989097665839201770noreply@blogger.comtag:blogger.com,1999:blog-3892650125576209046.post-26114679605479175662017-01-18T03:37:37.905+08:002017-01-18T03:37:37.905+08:00冇理解錯嘅話,街市嚟講乾貨仲包括衣服鞋襪等等冇理解錯嘅話,街市嚟講乾貨仲包括衣服鞋襪等等追影族https://www.blogger.com/profile/11997479842461086871noreply@blogger.comtag:blogger.com,1999:blog-3892650125576209046.post-30184358985564312192017-01-17T23:20:18.667+08:002017-01-17T23:20:18.667+08:00那些銀行舖我覺得不太穩,銀行為了減開支關掉幾間不出奇,科技可能是一個trigger point。那些銀行舖我覺得不太穩,銀行為了減開支關掉幾間不出奇,科技可能是一個trigger point。早月https://www.blogger.com/profile/07447243980632486206noreply@blogger.comtag:blogger.com,1999:blog-3892650125576209046.post-28459323604376968082017-01-17T23:13:50.441+08:002017-01-17T23:13:50.441+08:00確實是可以justify這個數字的,例如用required return 10% + perpetu...確實是可以justify這個數字的,例如用required return 10% + perpetual growth 6%就可以了。以領展的穩定,required return 10%不會太低,反而可以說有點高。香港的名義GDP growth大部份時間都6%以上,所以用perpetual growth 6%來估也不是過份。早月https://www.blogger.com/profile/07447243980632486206noreply@blogger.comtag:blogger.com,1999:blog-3892650125576209046.post-21706031604513514292017-01-17T23:06:50.719+08:002017-01-17T23:06:50.719+08:00乾貨就是食的
雜貨和水電五金或其他只是借了街市買餸的人流,而買餸的人流穩定是因為和食有關,當然這是...乾貨就是食的<br /><br />雜貨和水電五金或其他只是借了街市買餸的人流,而買餸的人流穩定是因為和食有關,當然這是我主觀推測<br /><br />就領展來說,抗跌確實不單來自「食」,也和相鄰屋邨有關早月https://www.blogger.com/profile/07447243980632486206noreply@blogger.comtag:blogger.com,1999:blog-3892650125576209046.post-12627671895207527612017-01-17T22:56:43.920+08:002017-01-17T22:56:43.920+08:00李氏集團點少得百佳,如果較大的商場仲會有埋Watsons李氏集團點少得百佳,如果較大的商場仲會有埋WatsonsDarth Mikehttps://www.blogger.com/profile/10045086852677758860noreply@blogger.comtag:blogger.com,1999:blog-3892650125576209046.post-1508870773988226512017-01-17T18:50:16.137+08:002017-01-17T18:50:16.137+08:00由於領展派息高,而且一直都穩穩的雙位數增長,用各種DCF估值的話都會告訴你:任何價都可以買!--- ...由於領展派息高,而且一直都穩穩的雙位數增長,用各種DCF估值的話都會告訴你:任何價都可以買!--- 我看dividend yield, 見4厘就可買...linksuperfanshttps://www.blogger.com/profile/05989097665839201770noreply@blogger.comtag:blogger.com,1999:blog-3892650125576209046.post-52665472602613516982017-01-17T18:18:57.733+08:002017-01-17T18:18:57.733+08:00增購物業的難度增加----所以佢開始AEI細場了增購物業的難度增加----所以佢開始AEI細場了linksuperfanshttps://www.blogger.com/profile/05989097665839201770noreply@blogger.comtag:blogger.com,1999:blog-3892650125576209046.post-29156048600232941942017-01-17T17:05:24.958+08:002017-01-17T17:05:24.958+08:00另「食」其中一份子759經營情況似乎麻麻,唔知其他零食店點呢另「食」其中一份子759經營情況似乎麻麻,唔知其他零食店點呢追影族https://www.blogger.com/profile/11997479842461086871noreply@blogger.comtag:blogger.com,1999:blog-3892650125576209046.post-52732783131469339342017-01-17T17:04:37.340+08:002017-01-17T17:04:37.340+08:00此留言已被作者移除。追影族https://www.blogger.com/profile/11997479842461086871noreply@blogger.comtag:blogger.com,1999:blog-3892650125576209046.post-76918439194753217452017-01-17T16:52:41.519+08:002017-01-17T16:52:41.519+08:00街市不只是和飲食有關的(雖然飲食佔比較大),也有乾貨、雜貨、水電五金、服務(如單剪店、電腦維修)等等...街市不只是和飲食有關的(雖然飲食佔比較大),也有乾貨、雜貨、水電五金、服務(如單剪店、電腦維修)等等<br />說飲食抗跌力強,似乎也過於武斷,畢竟飲食行業太大,食肆除了有不同檔次(高中低檔),也有不同的菜式,可到政府統計處看看行業概況<br />http://www.statistics.gov.hk/pub/B10800022016QQ03B0100.pdf追影族https://www.blogger.com/profile/11997479842461086871noreply@blogger.comtag:blogger.com,1999:blog-3892650125576209046.post-34389576313674867502017-01-17T14:43:17.113+08:002017-01-17T14:43:17.113+08:00778有唔少銀行地產舖,同埋百佳778有唔少銀行地產舖,同埋百佳linksuperfanshttps://www.blogger.com/profile/05989097665839201770noreply@blogger.comtag:blogger.com,1999:blog-3892650125576209046.post-50583432415782829412017-01-17T14:38:52.984+08:002017-01-17T14:38:52.984+08:00仲有一個專行中國場 xd仲有一個專行中國場 xdlinksuperfanshttps://www.blogger.com/profile/05989097665839201770noreply@blogger.comtag:blogger.com,1999:blog-3892650125576209046.post-35996997915525149252017-01-17T13:20:02.285+08:002017-01-17T13:20:02.285+08:00前幾年停左以股代息,開頭唔鍾意,原來在公司層面更好,特別是當公司回購股份時,對總股數量控制更準確,而...前幾年停左以股代息,開頭唔鍾意,原來在公司層面更好,特別是當公司回購股份時,對總股數量控制更準確,而我等小股民用派息買市場股份,實際上是真真正正增持股份,我宜家每年靠派息買2㳄,我手上的領展股份不斷增加,感覺很充實呢Link仔https://www.blogger.com/profile/07089486111258451975noreply@blogger.comtag:blogger.com,1999:blog-3892650125576209046.post-7404213284598363942017-01-17T12:57:56.493+08:002017-01-17T12:57:56.493+08:00我最鐘意呢句:更令人讚嘆的是這些增長可以說完全是organic growth,沒有靠增發股份,股數一...我最鐘意呢句:更令人讚嘆的是這些增長可以說完全是organic growth,沒有靠增發股份,股數一直在22億附近Link仔https://www.blogger.com/profile/07089486111258451975noreply@blogger.comtag:blogger.com,1999:blog-3892650125576209046.post-54502936159215833802017-01-17T10:28:49.173+08:002017-01-17T10:28:49.173+08:00O2會幫你實地巡視業務,有興趣就過嚟睇啦 =)O2會幫你實地巡視業務,有興趣就過嚟睇啦 =)Grassroots O2https://www.blogger.com/profile/04105636761656700089noreply@blogger.comtag:blogger.com,1999:blog-3892650125576209046.post-42146992736607407962017-01-17T10:19:36.035+08:002017-01-17T10:19:36.035+08:00可以去O2同我個網誌清單睇下可以去O2同我個網誌清單睇下Link仔https://www.blogger.com/profile/07089486111258451975noreply@blogger.comtag:blogger.com,1999:blog-3892650125576209046.post-77009584766536733082017-01-17T10:00:36.194+08:002017-01-17T10:00:36.194+08:00我幾日前加咗你個blog去我feedly,仲加埋樓明,有冇其他好介紹?我幾日前加咗你個blog去我feedly,仲加埋樓明,有冇其他好介紹?早月https://www.blogger.com/profile/07447243980632486206noreply@blogger.comtag:blogger.com,1999:blog-3892650125576209046.post-78656367073165159032017-01-17T09:55:00.304+08:002017-01-17T09:55:00.304+08:00超讚! 我作爲link link 黑洞,當然吸左去我個link仔blogger 比大家看看, lin...超讚! 我作爲link link 黑洞,當然吸左去我個link仔blogger 比大家看看, link823.blogspot.comLink仔https://www.blogger.com/profile/07089486111258451975noreply@blogger.comtag:blogger.com,1999:blog-3892650125576209046.post-68403871364387232782017-01-16T11:28:42.361+08:002017-01-16T11:28:42.361+08:00這要看租金上升能否克服利率上升了。這要看租金上升能否克服利率上升了。散戶https://www.blogger.com/profile/13331235145111900705noreply@blogger.com