港機 (44)
跌落黎, 我又唔覺得跌得多喎, 而且預左, 亦都開心可以再增持, 仲要幫屋企人買埋, 做長線組合的核心成員
股價的上落根本唔會影響我對公司感覺, 我當佢係我一間附屬的公司, 幫我持續地咁做生意, 到左$150 我先會再作檢討
我勁鐘意港機(44)係因為:
1) 管理層的質素, 公司的作風有大藍籌的風範, 而且著重股東利益, 可遇不可求
2) 強勁的財務報表, 盈利增張率好, 資產負債表穩建, 現金流強勁及穩定
3) 穩健的經營模式
4) 受惠中國未來十年航空業的強勁增張
Jason:
多謝你的資料, 呢個消息當然有影響, 因為呢個兢爭對手實力強大, 但個market太大啦, 仍然係大把機遇, 唔便太過份擔心
會計仔:
上星期已經睇左你個blog, 業務雖然唔係獨市, 但仍然可以叫做有壟斷優勢, 而且行業門檻相對較高又有國泰及太古係背後支持
雷生
如果跌到80蚊, 你仲可以咁樂觀, 咁你的投資EQ就證明已經提升不少
3 comments:
我早前$109入了44,睇長la!
《經濟通專訊》摩根大通發表研究報告表示，將香港飛機工程（００４４）投資評級由「增
持」，調低至「中性」，目標價則由１２０元，降至９０元。
該行同時將港機工程２００７及０８年盈利預測分別調低１０％及２２％，以反映自０８年
中開始主要競爭者出現，該行估計由９９至０６年，港機工程每股盈利複合年增長率達３０％，
不過，預期０７及０８年將會分別降至１０％及１％。
摩通指，基於調低港機工程評級，將港機工程剔除於亞洲焦點股行列，該股面對風險包括飛
機工程維修及保養行業出現的整合活動。
44 - where / when / how to buy:
1) mainly controlled by 19 / 293 and Kadoorie Family Fund whereas represent over 70%
2) aircraft maintenance market outlook: pre-emptive market position in HK and Xieman. Have plans to form JV with mainland aircraft engineering firms (Framework Agreement on the way)
3) speculative elements: rising from about $70 - $118 within 5 months, of course induce profit taking.
4) where / when / how to buy: where - below $80 (who said impossible), when - about the next result announcement, how - enter by phase as no one can grasp the falling knife at the best moment
5) hidden risk: PK Chan (the current CEO) will retire 2007-08 and the current COO will become the CEO designate. Bet on him to see whether he would be able to deliver the same story to the investment market (note this COO is not a enginerng background mgmt).
Good luck to you all
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