tag:blogger.com,1999:blog-7578268675493061083.post6220805326047267897..comments2023-06-10T17:19:57.214+08:00Comments on 半桶水爸爸: 又接刀,買入長江基建 (1038)Darth Mikehttp://www.blogger.com/profile/10045086852677758860noreply@blogger.comBlogger27125tag:blogger.com,1999:blog-7578268675493061083.post-6312763219432314272018-06-13T14:51:54.179+08:002018-06-13T14:51:54.179+08:00從呢單收購建議可見長和系現今之複雜。
長建牽頭,但係相關股東唔通過就會變成長地獨資收購。從呢單收購建議可見長和系現今之複雜。<br /><br />長建牽頭,但係相關股東唔通過就會變成長地獨資收購。Darth Mikehttps://www.blogger.com/profile/10045086852677758860noreply@blogger.comtag:blogger.com,1999:blog-7578268675493061083.post-79239667577150326372018-06-13T09:27:13.690+08:002018-06-13T09:27:13.690+08:00長江基建牽頭的財團提出以130億澳元(98億美元)、每股11澳元現金收購APA,收購報價比APA周二...長江基建牽頭的財團提出以130億澳元(98億美元)、每股11澳元現金收購APA,收購報價比APA周二收市價高出33%。這筆交易將擴大長江基建在澳洲的利益,長建去年以逾70億澳元收購了電力供應商Duet Group。<br /><br />根據APA網站信息,該公司的天然氣管道遍布澳州,輸送約一半的天然氣消費,其1.5萬公里的天然氣管道連接了130萬戶家庭和企業。Murciélago@Australiahttps://www.blogger.com/profile/12939611886859828188noreply@blogger.comtag:blogger.com,1999:blog-7578268675493061083.post-38178889017804831662018-06-13T09:22:39.234+08:002018-06-13T09:22:39.234+08:00呢單deal最好預埋1038玩😂呢單deal最好預埋1038玩😂Patrickhttps://www.blogger.com/profile/02682211599293322777noreply@blogger.comtag:blogger.com,1999:blog-7578268675493061083.post-50729586358156431572018-06-13T09:20:44.010+08:002018-06-13T09:20:44.010+08:00話都無咁快又有收購建議,澳洲天然氣管道公司
長建財團擬130億澳元購澳洲管道公司APA話都無咁快又有收購建議,澳洲天然氣管道公司<br /><br /><a href="http://www2.hkej.com/landing/mobArticle2/id/1865350/%E9%95%B7%E5%BB%BA%E8%B2%A1%E5%9C%98%E6%93%AC130%E5%84%84%E6%BE%B3%E5%85%83%E8%B3%BC%E6%BE%B3%E6%B4%B2%E7%AE%A1%E9%81%93%E5%85%AC%E5%8F%B8APA" rel="nofollow">長建財團擬130億澳元購澳洲管道公司APA</a><br /><br />Darth Mikehttps://www.blogger.com/profile/10045086852677758860noreply@blogger.comtag:blogger.com,1999:blog-7578268675493061083.post-59316302992411650392018-06-11T13:31:58.065+08:002018-06-11T13:31:58.065+08:00可能管理層都希望減少過份倚賴英國,所以2017三項收購都不在英國。英國早幾年經濟唔係咁好,長建當時係...可能管理層都希望減少過份倚賴英國,所以2017三項收購都不在英國。英國早幾年經濟唔係咁好,長建當時係執到寶既。Darth Mikehttps://www.blogger.com/profile/10045086852677758860noreply@blogger.comtag:blogger.com,1999:blog-7578268675493061083.post-9828802690977383962018-06-11T12:32:25.782+08:002018-06-11T12:32:25.782+08:00我都有月供1038, Teresa May受到國會壓力,都焗住減低gas和electricity n...我都有月供1038, Teresa May受到國會壓力,都焗住減低gas和electricity network嘅回報,今年3月提交建議比國會,2021年實施。<br /><br />1038標榜派息增長,但業務太集中英國(最近仲傳佢買英國垃圾發電),係減低准許回報下我都有懷疑點樣維持派息增長。Patrickhttps://www.blogger.com/profile/02682211599293322777noreply@blogger.comtag:blogger.com,1999:blog-7578268675493061083.post-64018616935658655672018-06-10T02:02:45.458+08:002018-06-10T02:02:45.458+08:00今日新聞先講有段錄音,Boris Johnson好buy Donald Trump,真係痴線佬遇著痴...今日新聞先講有段錄音,Boris Johnson好buy Donald Trump,真係痴線佬遇著痴線佬Darth Mikehttps://www.blogger.com/profile/10045086852677758860noreply@blogger.comtag:blogger.com,1999:blog-7578268675493061083.post-20079039287915994962018-06-09T23:00:28.475+08:002018-06-09T23:00:28.475+08:00非常同意風兄形容長建為兩頭唔到岸。今次我真係覺得佢係相對低位,先夠膽入少少感受下氣氛。非常同意風兄形容長建為兩頭唔到岸。今次我真係覺得佢係相對低位,先夠膽入少少感受下氣氛。Darth Mikehttps://www.blogger.com/profile/10045086852677758860noreply@blogger.comtag:blogger.com,1999:blog-7578268675493061083.post-82947822625452033012018-06-09T22:54:27.716+08:002018-06-09T22:54:27.716+08:001038我都係睇咗好耐,但始終對以收購來維持增長感覺不舒服,而如果當作防守性股份息率卻又不高,兩頭唔...1038我都係睇咗好耐,但始終對以收購來維持增長感覺不舒服,而如果當作防守性股份息率卻又不高,兩頭唔到岸,所以都係得個望字。不過依家見幅圖似乎到咗相對低位,有Mike兄加持好應該見底了,哈哈。風中追風https://www.blogger.com/profile/01518501085208630672noreply@blogger.comtag:blogger.com,1999:blog-7578268675493061083.post-39759366897596709572018-06-09T16:59:24.639+08:002018-06-09T16:59:24.639+08:00of course<- XD
佢咁講得出, 當然唔會係友情價咁同你買...再講1038本來就係...of course<- XD<br />佢咁講得出, 當然唔會係友情價咁同你買...再講1038本來就係靠收購而唔係內生增長, 先唔講現有資產, 佢斷你收購條水都頭痕<br /><br />現時政治環境痴線佬特別多, 意外發展已變成新常態, 不得不防...tam1234hkhttps://www.blogger.com/profile/13243995703861658713noreply@blogger.comtag:blogger.com,1999:blog-7578268675493061083.post-91911573986491171822018-06-09T16:40:34.069+08:002018-06-09T16:40:34.069+08:00安利你好,歡迎你開始寫blog,多多交流。
你說的我也很認同。安利你好,歡迎你開始寫blog,多多交流。<br /><br />你說的我也很認同。Darth Mikehttps://www.blogger.com/profile/10045086852677758860noreply@blogger.comtag:blogger.com,1999:blog-7578268675493061083.post-48328874651638630312018-06-09T16:39:21.008+08:002018-06-09T16:39:21.008+08:00壓縮回報率好攞命,退一萬步整樂觀咁諗,國有化如果出價合理,都唔係一件極差既事。
咩係OFC??壓縮回報率好攞命,退一萬步整樂觀咁諗,國有化如果出價合理,都唔係一件極差既事。<br /><br />咩係OFC??Darth Mikehttps://www.blogger.com/profile/10045086852677758860noreply@blogger.comtag:blogger.com,1999:blog-7578268675493061083.post-80074229908621134742018-06-09T16:07:54.258+08:002018-06-09T16:07:54.258+08:00半桶水兄你好,我最近也開始寫blog,多多交流。
我認為長建的問題是息率不算高,市場是price i...半桶水兄你好,我最近也開始寫blog,多多交流。<br />我認為長建的問題是息率不算高,市場是price in了股息的增長上去。但長建的balance sheet又不是強到可以再做大deal安利https://www.blogger.com/profile/10203132309921372224noreply@blogger.comtag:blogger.com,1999:blog-7578268675493061083.post-11080035116367697012018-06-09T16:05:05.351+08:002018-06-09T16:05:05.351+08:00市場目前最擔心既係
工黨呢輪聲勢高漲. 又揚言如果入主政府會將英國公用事業國有化
就算退而其求次再退...市場目前最擔心既係<br />工黨呢輪聲勢高漲. 又揚言如果入主政府會將英國公用事業國有化<br />就算退而其求次再退一步縮壓回報率都好囉命<br /><br />ofc個人同唔同意係一回事, 但咁多公用公司, 唯獨6同1038跌到咁唔係冇理由tam1234hkhttps://www.blogger.com/profile/13243995703861658713noreply@blogger.comtag:blogger.com,1999:blog-7578268675493061083.post-38118443977256432002018-06-09T13:49:50.356+08:002018-06-09T13:49:50.356+08:00長和現價都很吸引。
如果要比較,長和比長建多了零售和電訊,整體收入預見度無長建咁高,而且長和受李嘉...長和現價都很吸引。<br /><br />如果要比較,長和比長建多了零售和電訊,整體收入預見度無長建咁高,而且長和受李嘉誠退休的影響會較大,穩定性較低,但同樣地反彈應會較強。Darth Mikehttps://www.blogger.com/profile/10045086852677758860noreply@blogger.comtag:blogger.com,1999:blog-7578268675493061083.post-6938213709777870472018-06-09T13:45:41.265+08:002018-06-09T13:45:41.265+08:00而家已經減左價啦而家已經減左價啦Darth Mikehttps://www.blogger.com/profile/10045086852677758860noreply@blogger.comtag:blogger.com,1999:blog-7578268675493061083.post-27833307327649685242018-06-09T13:45:09.159+08:002018-06-09T13:45:09.159+08:0070兄眼光運氣俱備,快D入手幫我壯下膽70兄眼光運氣俱備,快D入手幫我壯下膽Darth Mikehttps://www.blogger.com/profile/10045086852677758860noreply@blogger.comtag:blogger.com,1999:blog-7578268675493061083.post-457383216512413702018-06-09T13:43:31.620+08:002018-06-09T13:43:31.620+08:00長建我真係等左好多年,係觀察名單擺到鋪塵,希望而家唔係等到變質長建我真係等左好多年,係觀察名單擺到鋪塵,希望而家唔係等到變質Darth Mikehttps://www.blogger.com/profile/10045086852677758860noreply@blogger.comtag:blogger.com,1999:blog-7578268675493061083.post-79703963858349350132018-06-09T13:42:00.187+08:002018-06-09T13:42:00.187+08:00呢D就係增長既惡夢呢D就係增長既惡夢Darth Mikehttps://www.blogger.com/profile/10045086852677758860noreply@blogger.comtag:blogger.com,1999:blog-7578268675493061083.post-77590390552805115872018-06-09T12:23:22.892+08:002018-06-09T12:23:22.892+08:00點解唔揀1號仔長和?
Kelvin點解唔揀1號仔長和?<br /><br />KelvinAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-7578268675493061083.post-9343149735494323022018-06-09T11:32:04.121+08:002018-06-09T11:32:04.121+08:00買嘢當然係大減價時至買買嘢當然係大減價時至買好息之徒https://www.blogger.com/profile/08882056636238898565noreply@blogger.comtag:blogger.com,1999:blog-7578268675493061083.post-14178840928210125442018-06-09T11:12:22.705+08:002018-06-09T11:12:22.705+08:00超執刀就真!
如長線少少, 長建係我心水頭三位啦.超執刀就真!<br /><br />如長線少少, 長建係我心水頭三位啦.LCK1028https://www.blogger.com/profile/14167298903259496691noreply@blogger.comtag:blogger.com,1999:blog-7578268675493061083.post-39436111399841228132018-06-09T10:52:06.675+08:002018-06-09T10:52:06.675+08:00增持少少加強組合防守,相當合理。加上Mike兄能耐性在較低價格入貨,安全邊際較大。當然,仍要持續留意...增持少少加強組合防守,相當合理。加上Mike兄能耐性在較低價格入貨,安全邊際較大。當然,仍要持續留意業務發展。夢想爸爸https://www.blogger.com/profile/17068344373124415734noreply@blogger.comtag:blogger.com,1999:blog-7578268675493061083.post-74525916406263383662018-06-09T10:32:00.466+08:002018-06-09T10:32:00.466+08:00作者已經移除這則留言。夢想爸爸https://www.blogger.com/profile/17068344373124415734noreply@blogger.comtag:blogger.com,1999:blog-7578268675493061083.post-71497698595300708502018-06-09T09:50:47.058+08:002018-06-09T09:50:47.058+08:00有一個憂慮就係當長建派息不能維持年年增加, 就算係持平, 帶來的後果都係毀滅性的有一個憂慮就係當長建派息不能維持年年增加, 就算係持平, 帶來的後果都係毀滅性的老王https://www.blogger.com/profile/15182834548051458847noreply@blogger.com