$Singapore O&G(1D8.SG$ 宣布利润降低;股价暴跌;随后是低价报价(每股0.295美元)... 最糟糕的是,他们甚至没有像胡萝卜一样投入股息(股息将从要约价中扣除)!在过去几年中支持该公司的少数股东受到挤压,现在被迫接受报价... 😡
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$吉宝房地产信托(K71U.SG$ Prices for both Keppel REITS and Suntec REITS are dipping lately… Based on current prices, they are trading at 5.6 to 5.8% yield (TTM), P/B < 0.8. Underlying properties are Grade A asset located at prime location. ACCUMULATE.
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$中国平安(02318.HK$ 价格肯定很有吸引力。但是考虑到恒大事件的巨大影响,我们应该等到更清晰的时候再投入更多资金。许多专家警告说,这相当于中国市场的金融核弹,而平安在房地产领域有大量的风险敞口。系好安全带。我的 2cts
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$置地控股(H78.SG$ 恭喜在过去几周价格下跌时买入HKL的投资者。许多人认为管理层进行股票回购有点过时,但这比将现金存入银行要好。如果管理层足够 “精明”,他们实际上可以将投资物业证券化,即将房产出售给房地产投资信托基金,同时持有此类房地产投资信托基金的50-70%的股份。呵呵,我相信未来几天价格会进一步上涨...
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$中国海洋石油(00883.HK$ EPS=RMB 0.75/shr; HKD 0.3/shr dividends declared (<40% payout ratio); Higher oil outputs achieved; Giant oil field discovery in Bohai Bay; Profits level comparable to 2014 (when oil price was $100). Couldnt ask for more 👍
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$中国移动(00941.HK$ listing its A share in shanghai by year end; new chip business; given its inexpensive valuation, with favorable risk reward ratio, worth a second look. my 2 cts.
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$Nanofilm(MZH.SG$ I really like the business but when this ‘growth’ stock was trading at PER>40-50, the expectation was simply too high. once the earning misses the expectation, there will be price correction as what we have seen. at current level, i believe it is still not cheap in term of PER. I will add to my watch list only if price drops further. just my 2 cts. happy investing…
$Singapore O&G(1D8.SG$ 1.High dividend payout ratio (~85%) likely maintained - Since the company has no debt, it is good to return the cash to shareholders if no immediate plan for M&A; 2. JV business in JB affected by MCO lock down, further update will be provided soon. No plan to set up maternity center in Spore as it is unlikely to be comercially viable for now; 3.Company is cautiously recruiting like minded specialist to join the Company, such specialisit typically sign 5 years contract - organic growth; 4. Once travel restrictions are eased, medical tourists may return and will contribute positively to top & bottom line; 5. All the senior doctors are shareholder of the Company - interest aligned with minority shareholders. Happy weekend!...
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