I also bought more 590 this morning. Still attractive! Its growth potential is better than Sa Sa and Chow Sang Sang. Its cash flow is very strong and Low PE, High dividend yield.
Agree on Vtech (303). It is now @ around HKD 57 with PE only 9.7 and Div 10%. From last report, the growth is over 40% which make Vtech is really a big bargain at current price.
21 comments:
互太同魏橋 (2698) 2 揀 1 你會揀邊隻？
Good Question!!
睇PE及息率差唔多
魏橋 (2698)大D, 係上游的龍頭, 但現金流差D
都幾難揀...以未來2-3年的增張及管理層的能力, 我會揀互太!
I also bought more 590 this morning. Still attractive! Its growth potential is better than Sa Sa and Chow Sang Sang. Its cash flow is very strong and Low PE, High dividend yield.
Wing 兄,
300 is Jiaoda Tech not 昆機. Which one you refer to ?
H股交大科技, A股昆明機床...就快改名啦, 同一隻。
Thank you,Wing 兄.
2698, 70% cotton from overseas, 90% sales 內銷, gain from RMB appreciation, 織布, 山東
1382, 75% sales outside, 60% production in China, 織布 also, 廣東 & Sri Lanka
risk of both : labour and cotton.
增產2698 a little bit, 1382 dono
我既思路係只選人仔升值有利股, 同牛3只 選大股, 不過你既market sense 應該遠比我好.
Agree on Vtech (303). It is now @ around HKD 57 with PE only 9.7 and Div 10%. From last report, the growth is over 40% which make Vtech is really a big bargain at current price.
http://hk.myblog.yahoo.com/MIT-tc/article?mid=36&prev=-1&next=35
any tips for a bargain hunter?
vtec應否被視為cyclic股?
I don't think so...
我一路有睇開你個blog。
我好知你對現價既303同148有咩嘢睇法。值唔值得買入呢?
1072 毛利下跌, 唔知會否和我之前同係講既長PO-sales lead time 有關
303 冇任何改變
148 有機會上50
1072 未能擴闊毛利, 業績冇驚喜...
WING 哥~
563 業績好似好得~
我之前$1 buy $1.4 sell ...而家都$2 估值吾止$2掛?
563 盤數唔易睇, 佢未來半年會再買多500萬平方米的土地儲備...
目標價就到左, 我亦清晒貨...可能仲可以升,但我已經唔識睇...
IC~ 我太早清哂~~1.4 ~哈哈~佢上落好大~
Wing 兄,
1072值現價否?
Thanks!
現時業務充份反映...
563盤數從來都冇問題, 佢最大的問題是 cashflow 不足, 起樓進度慢, 未必可以滿足佢既operation need, 同埋仲有d 古怪新聞.
中新（５６３）澄清未曾聘用安理為律師，將向法庭申請撤清盤呈請 (經濟通新聞)
日期: 2007/08/31 09:50
《經濟通通訊社３１日專訊》中新集團（０５６３）表示，剛接獲安理國際律師事務所
（Ａｌｌｅｎ ＆ Ｏｖｅｒｙ）作為呈請人，發出的一份清盤呈請書，並聲稱集團欠其律師費
用。
集團澄清並未曾聘用該所為律師，亦未欠下其任何律師費用，集團現已委託律師處理該案件
，將會向法庭申請撤消該呈請書。（ｋｌ）
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