Sunday, April 23, 2006

香港建設 (190)

盈利升44%, 派息5仙, EPS 0.16

現價PE 6.8, 息率4.5%


本來頗為冷門的股, 最近動作多多, 投資物業發展, 風力發電...

己重新獲得市場注意, 旗下北京及廣州的酒店權盈是供穩定的現金流, 建築業務穩中有升, 加上新的投資, 足夠被市場重新估值

以10倍PE作為目標, 己可升至1.6, 仲有45%上升水位

1) 手頭建築合約由20億降至10億
2) 風力發電仍未能提供盈利
3) 新的地產業務會提高未來的資本開資, 對資金有壓力


Anonymous said...

What a great site, how do you build such a cool site, its excellent.

Anonymous said...

Your are Nice. And so is your site! Maybe you need some more pictures. Will return in the near future.

Anonymous said...

I really enjoyed looking at your site, I found it very helpful indeed, keep up the good work.