tag:blogger.com,1999:blog-7355187725649037537.post5158046007301413373..comments2023-09-09T16:10:17.581+08:00Comments on 飛鳥眼中大世界: 飛鳥家繼續第4注轉倉中銀香港=>中國海外飛鳥信宏http://www.blogger.com/profile/03449388259042220954noreply@blogger.comBlogger24125tag:blogger.com,1999:blog-7355187725649037537.post-41029869792193332192017-03-27T21:28:05.921+08:002017-03-27T21:28:05.921+08:00中海外好快回到進貨價中海外好快回到進貨價Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7355187725649037537.post-73961749314459259732016-12-21T22:03:05.600+08:002016-12-21T22:03:05.600+08:00情況有少少似中國人壽年中以1.01PB入主廣發銀行~情況有少少似中國人壽年中以1.01PB入主廣發銀行~Jackyhttps://www.blogger.com/profile/00121563229723237359noreply@blogger.comtag:blogger.com,1999:blog-7355187725649037537.post-89430411019098662142016-12-11T02:05:41.665+08:002016-12-11T02:05:41.665+08:00從估值內房看收購是否合理是個很好有質數的提問~~~
內房企業的人不是會用香港估值看的人、它們都是喜歡...從估值內房看收購是否合理是個很好有質數的提問~~~<br />內房企業的人不是會用香港估值看的人、它們都是喜歡以A股的估值計價、所以你也可以見到萬達也放棄香股上市回歸A股、而恆大分拆地產去A股等動作~~~~恆大系、保能系、華潤買萬科也只是A股~~~~<br />老實講在國內人眼中港股內房估值一向偏低、中海外要買中信的地也要它們覺得合理才會願意交易、硬要拿著數出低PB1-1.2估值收購就會似(融創/綠城永遠合拼不成功等問題)~~~~<br />這個估值問題亦也似香港銀行牌大把人搶覺得市場只有PB1.5估值、但仍有人出PB1.8-2倍去買一樣、所以著數不著數是2面睇~~~~<br />最後也回去老句、錢是你的、如你覺得不合理是大問題可以不買中海外(找些平估值2/3內房去持有)、仍是OK可以接受便買貨持有~~~飛鳥信宏https://www.blogger.com/profile/03449388259042220954noreply@blogger.comtag:blogger.com,1999:blog-7355187725649037537.post-2506394580261764222016-12-10T14:38:26.021+08:002016-12-10T14:38:26.021+08:00非常好的提問!非常好的提問!價值投資者https://www.blogger.com/profile/01682303752755879971noreply@blogger.comtag:blogger.com,1999:blog-7355187725649037537.post-38514187926855655412016-12-09T20:21:15.870+08:002016-12-09T20:21:15.870+08:00老實講收購中信唔著數,用低估值去買高估值,1.6倍PB的收購價,而家除左萬科冇一隻大型內房股有1.6...老實講收購中信唔著數,用低估值去買高估值,1.6倍PB的收購價,而家除左萬科冇一隻大型內房股有1.6PB牛腩河https://www.blogger.com/profile/17019109631598247953noreply@blogger.comtag:blogger.com,1999:blog-7355187725649037537.post-51180886222674689422016-12-09T14:16:22.494+08:002016-12-09T14:16:22.494+08:00*龍頭*龍頭Darth Mikehttps://www.blogger.com/profile/10045086852677758860noreply@blogger.comtag:blogger.com,1999:blog-7355187725649037537.post-82436363928669429972016-12-09T14:12:21.875+08:002016-12-09T14:12:21.875+08:00做龍門就無盡力用盡品牌效應去借錢,有淨現金真係好強做龍門就無盡力用盡品牌效應去借錢,有淨現金真係好強Darth Mikehttps://www.blogger.com/profile/10045086852677758860noreply@blogger.comtag:blogger.com,1999:blog-7355187725649037537.post-13343756752516434082016-12-09T14:11:27.590+08:002016-12-09T14:11:27.590+08:00屋外污水渠有咩事真係唔爆唔知,一有事就大獲屋外污水渠有咩事真係唔爆唔知,一有事就大獲Darth Mikehttps://www.blogger.com/profile/10045086852677758860noreply@blogger.comtag:blogger.com,1999:blog-7355187725649037537.post-64758300240798429502016-12-09T12:18:33.891+08:002016-12-09T12:18:33.891+08:00非常好,讓我們持續觀察它。非常好,讓我們持續觀察它。價值投資者https://www.blogger.com/profile/01682303752755879971noreply@blogger.comtag:blogger.com,1999:blog-7355187725649037537.post-81231168072340942102016-12-09T12:14:46.987+08:002016-12-09T12:14:46.987+08:00中海外現中期時港澳業務佔比是8%、龍頭大哥實在太大~~~哈哈
有興趣可細看研究一下我看不到的東西
h...中海外現中期時港澳業務佔比是8%、龍頭大哥實在太大~~~哈哈<br />有興趣可細看研究一下我看不到的東西<br />http://www.hkexnews.hk/listedco/listconews/SEHK/2016/0912/LTN20160912318_C.pdf<br />p14=>2016上半年各地銷售比例圖<br />p17=>實在令飛鳥不得不買理由、做地產可以做到有淨現金狀況(期待2016年結~~~哈哈)<br />"主要考慮到第三季度可以完成中信地產收購工作,可一次性注入大量土地儲備,上半年本集團土地費用支出大幅減少,再加上國內銀行流動性有所改善,上半年本集團的銷售資金回籠高達約港幣720億元,使得本集團在過去10多年來首次出現淨現金狀況。"飛鳥信宏https://www.blogger.com/profile/03449388259042220954noreply@blogger.comtag:blogger.com,1999:blog-7355187725649037537.post-53555693223873556222016-12-09T12:02:02.463+08:002016-12-09T12:02:02.463+08:00放心,當中銀香港跌回飛鳥心水合理價,飛鳥自然又會轉倉買入,這是MARGIN OF SAFETY問題,...放心,當中銀香港跌回飛鳥心水合理價,飛鳥自然又會轉倉買入,這是MARGIN OF SAFETY問題,自覺中銀在$30已反映集友牌十息差拉闊十深港滬港及人仔結算的價值,再上破位也不是飛鳥杯茶^_^,對中銀前境飛鳥仍長期看好。。。飛鳥信宏https://www.blogger.com/profile/03449388259042220954noreply@blogger.comtag:blogger.com,1999:blog-7355187725649037537.post-80633009589628836412016-12-09T11:47:35.698+08:002016-12-09T11:47:35.698+08:00近年,它在港很活躍,很多元,豪宅,中產,低端,它都有參與。
近年,它在港很活躍,很多元,豪宅,中產,低端,它都有參與。<br />價值投資者https://www.blogger.com/profile/01682303752755879971noreply@blogger.comtag:blogger.com,1999:blog-7355187725649037537.post-27110436210241787472016-12-09T11:45:47.050+08:002016-12-09T11:45:47.050+08:00其實,中海外現時香港業務佔比有無1-2成?其實,中海外現時香港業務佔比有無1-2成?價值投資者https://www.blogger.com/profile/01682303752755879971noreply@blogger.comtag:blogger.com,1999:blog-7355187725649037537.post-70461088293224960812016-12-09T11:42:37.170+08:002016-12-09T11:42:37.170+08:00過多二三年,從業績可看到收購帶來的效益,希望從股息中可受惠,如中銀香港,從資產帶來實質增長的派息。過多二三年,從業績可看到收購帶來的效益,希望從股息中可受惠,如中銀香港,從資產帶來實質增長的派息。價值投資者https://www.blogger.com/profile/01682303752755879971noreply@blogger.comtag:blogger.com,1999:blog-7355187725649037537.post-10746160023814180352016-12-09T11:42:13.308+08:002016-12-09T11:42:13.308+08:00中信不是地產大哥、在成本控制、工程進度、品質回饋也是一般~~~
如我是自住用家去買、都要中國海外的樓...中信不是地產大哥、在成本控制、工程進度、品質回饋也是一般~~~<br />如我是自住用家去買、都要中國海外的樓(品質好)、多過中信的樓(品質無保証)麻~~~中信樓訂價都無可能去到中國海外樓龍頭一樣價賣出~~~~<br />反正資源(仍在蝕錢中)、金融仍是主業、土地建築要流動現金很多<br />在手上的土地中信自己開發不如換回持中國海外股更有效率~~~<br />P.S.<br />可惜我無錢買中國海外的啟德樓~~~~單個人幻想~~~~哈哈飛鳥信宏https://www.blogger.com/profile/03449388259042220954noreply@blogger.comtag:blogger.com,1999:blog-7355187725649037537.post-622266409422529582016-12-09T11:31:59.326+08:002016-12-09T11:31:59.326+08:00價值兄是正確的、印公仔紙成本亦即是攤分了權益
之不過相對借貸要成本+利息(減去高價搶地風險)、現在中...價值兄是正確的、印公仔紙成本亦即是攤分了權益<br />之不過相對借貸要成本+利息(減去高價搶地風險)、現在中信地皮的確相當不錯、如果老兄有看一下年報上提出的(1/2/3/4線地)了解<br />當然對這些地每塊認最好去雪球SEARCH下國內人仕親身目測觀察~~~飛鳥信宏https://www.blogger.com/profile/03449388259042220954noreply@blogger.comtag:blogger.com,1999:blog-7355187725649037537.post-68021172789361008502016-12-09T11:26:13.985+08:002016-12-09T11:26:13.985+08:00係、咁都比你估中~~~強
飛鳥媽的ACCOUNT是上海商業銀行、要打電話出入貨、我真係在找通渠佬時按...係、咁都比你估中~~~強<br />飛鳥媽的ACCOUNT是上海商業銀行、要打電話出入貨、我真係在找通渠佬時按錯銀行電話~~~哈哈~~~<br />飛鳥:“喂,通渠佬”<br />經紀:“飛鳥先生想問詳股,新的地基股? 定係咪打錯電話” (由於經常交談知道對辺是誰,以為要報價)<br />飛鳥:“哈哈。。。打錯來銀行,不過順便問下中銀排到第幾個牌?”飛鳥信宏https://www.blogger.com/profile/03449388259042220954noreply@blogger.comtag:blogger.com,1999:blog-7355187725649037537.post-23146615567459253252016-12-09T11:10:32.472+08:002016-12-09T11:10:32.472+08:00我都估不到地台去水那邊倒灌回來。。。見到這情況頭都痛,立即清潔污水,之後伸頭出窗睇睇,原來出面的去水...我都估不到地台去水那邊倒灌回來。。。見到這情況頭都痛,立即清潔污水,之後伸頭出窗睇睇,原來出面的去水喉外觀已黑晒,<br />想想外牆喉已全塞才倒灌,已找到師匠,下午搭棚。。。飛鳥信宏https://www.blogger.com/profile/03449388259042220954noreply@blogger.comtag:blogger.com,1999:blog-7355187725649037537.post-26553853295206882062016-12-09T10:27:58.450+08:002016-12-09T10:27:58.450+08:00不過,當時,中信似乎處較弱勢,佢還為非地產業頭痛才割愛。不過,當時,中信似乎處較弱勢,佢還為非地產業頭痛才割愛。價值投資者https://www.blogger.com/profile/01682303752755879971noreply@blogger.comtag:blogger.com,1999:blog-7355187725649037537.post-11512609489914983612016-12-09T10:25:56.123+08:002016-12-09T10:25:56.123+08:00當然借貸要成本,但印公仔紙在我立場一樣是成本,成本亦即是攤分了權益。
講到尾,我認為是收購的資產是否...當然借貸要成本,但印公仔紙在我立場一樣是成本,成本亦即是攤分了權益。<br />講到尾,我認為是收購的資產是否優質,時機是否妥當,風險是否受控,這才是關鍵。<br />價值投資者https://www.blogger.com/profile/01682303752755879971noreply@blogger.comtag:blogger.com,1999:blog-7355187725649037537.post-16121372758370908452016-12-09T10:11:15.902+08:002016-12-09T10:11:15.902+08:00風險?哈哈~~~
如果中國海外借貸買地就真係大風險了、但中國海外是以印公仔紙方法(增發股票)去交換中...風險?哈哈~~~<br />如果中國海外借貸買地就真係大風險了、但中國海外是以印公仔紙方法(增發股票)去交換中信資產(包1/2/3/4線地)~~~0利息成本、又不用高價搶地風險~~~老兄大概可猜1/2線地皮利潤波動是可控、不用擔心麵包問題~~~~<br />而且3/4線地更加不用愁、還有個仔(中海宏洋)可轉讓、轉個手又落袋自己袋(買又得收股票都得)~~~<br />此是3WIN局中國海外/中海宏洋/中信資產飛鳥信宏https://www.blogger.com/profile/03449388259042220954noreply@blogger.comtag:blogger.com,1999:blog-7355187725649037537.post-51440282922546585542016-12-09T09:25:02.253+08:002016-12-09T09:25:02.253+08:00飛鳥:“喂,我要下單”
對方:“點落法“
飛鳥:“喂,我要通渠佬,和搭棚架”
對方:”篇號幾多?幾多...飛鳥:“喂,我要下單”<br />對方:“點落法“<br />飛鳥:“喂,我要通渠佬,和搭棚架”<br />對方:”篇號幾多?幾多手?“<br />無言。。。。。<br />看完飛鳥兄今天的Mix and Match文,心情非常好!^^巴黎https://www.blogger.com/profile/09026111255713306999noreply@blogger.comtag:blogger.com,1999:blog-7355187725649037537.post-76048499820155880652016-12-09T07:57:26.896+08:002016-12-09T07:57:26.896+08:00飛鳥兄的多工操作很厲害,地台倒灌污水真係諗起都得人驚飛鳥兄的多工操作很厲害,地台倒灌污水真係諗起都得人驚Darth Mikehttps://www.blogger.com/profile/10045086852677758860noreply@blogger.comtag:blogger.com,1999:blog-7355187725649037537.post-21282993752497782222016-12-09T07:27:59.815+08:002016-12-09T07:27:59.815+08:00注入大批中信資產,會否增加風險?注入大批中信資產,會否增加風險?價值投資者https://www.blogger.com/profile/01682303752755879971noreply@blogger.com