tag:blogger.com,1999:blog-3886431187196458619.post1152951952727776167..comments2024-03-12T10:25:00.985+08:00Comments on 取之有道: 行內談飛機租賃止凡http://www.blogger.com/profile/13815373715261739551noreply@blogger.comBlogger24125tag:blogger.com,1999:blog-3886431187196458619.post-49965596715808451682018-10-08T12:47:31.143+08:002018-10-08T12:47:31.143+08:00根據中銀航空租賃的招股書,飛機經營性租賃公司擁有穩定的長期租賃合約組合,提供一般由長期債務支持的定期...根據中銀航空租賃的招股書,飛機經營性租賃公司擁有穩定的長期租賃合約組合,提供一般由長期債務支持的定期、可預測現金流,這是其與飛機製造商及航空公司運營商在經營模式上的差異。TrueValuehttps://www.blogger.com/profile/09598824984296779695noreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-64329879190409460642018-10-05T21:16:20.111+08:002018-10-05T21:16:20.111+08:00間接了一點。間接了一點。止凡https://www.blogger.com/profile/13815373715261739551noreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-69846631171424975042018-10-05T21:15:54.557+08:002018-10-05T21:15:54.557+08:00的確,很多時候投資分析時所得的知識,應用到日常生活中,感覺會很有趣。的確,很多時候投資分析時所得的知識,應用到日常生活中,感覺會很有趣。止凡https://www.blogger.com/profile/13815373715261739551noreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-107862369472198772018-10-05T18:08:17.517+08:002018-10-05T18:08:17.517+08:00最近油價升了不少,不知對租賃行業有無正面影響...
Ken Leung最近油價升了不少,不知對租賃行業有無正面影響...<br /><br />Ken LeungAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-78007154100595323972018-10-05T11:36:33.710+08:002018-10-05T11:36:33.710+08:00感謝止凡兄及blog友的分享,對這行業又再深一步了解。
其實在對這行業感興趣開始,就把這兩公司的招...感謝止凡兄及blog友的分享,對這行業又再深一步了解。<br /><br />其實在對這行業感興趣開始,就把這兩公司的招股書看了一片,當中很多都能和blog友的見解印證到,如現時最受歡迎的機種型號等,過程中雖未有投身這行業,但對這行業的了解真的加深很多,有時在搭飛機時不其然也會多留意坐的是甚麽飛機,所以在持股時也不當自己只是買股投資,而是真的對該行業有信心,以生意持份者持有,感覺不太一樣。<br /><br />如大家有興趣,不妨在披露易找一下兩公司的招股書看下,對行業及公司會有更深的了解。賽烈士https://www.blogger.com/profile/07096248250367072738noreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-57967555790945023102018-10-04T21:39:38.145+08:002018-10-04T21:39:38.145+08:00在Tam兄這位才俊面前,只能獻醜了。在Tam兄這位才俊面前,只能獻醜了。止凡https://www.blogger.com/profile/13815373715261739551noreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-48952169343757990162018-10-04T21:38:56.858+08:002018-10-04T21:38:56.858+08:00對香港政府發展新產業的成果,一向不抱太大期望。對香港政府發展新產業的成果,一向不抱太大期望。止凡https://www.blogger.com/profile/13815373715261739551noreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-57959576165660462822018-10-04T21:36:43.693+08:002018-10-04T21:36:43.693+08:00內航業股價,與預期飛機數量的增長,可以是兩回事吧,始終影響著股價的有太多因素。內航業股價,與預期飛機數量的增長,可以是兩回事吧,始終影響著股價的有太多因素。止凡https://www.blogger.com/profile/13815373715261739551noreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-13520442345883002052018-10-04T20:58:31.197+08:002018-10-04T20:58:31.197+08:00超高質, 我一向都覺得相關公司既利潤率係too good to be true, 但又睇唔出有d咩問...超高質, 我一向都覺得相關公司既利潤率係too good to be true, 但又睇唔出有d咩問題, 睇完本文明白了不少!tam1234hkhttps://www.blogger.com/profile/13243995703861658713noreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-91916810617714237862018-10-04T12:37:15.446+08:002018-10-04T12:37:15.446+08:00謝謝分享。工作關係也研究過這個行業一陣子,也分享一下自己的看法,交流一下。香港政府其實有新的tax ...謝謝分享。工作關係也研究過這個行業一陣子,也分享一下自己的看法,交流一下。香港政府其實有新的tax incentive for aircraft leading industry (https://www.ird.gov.hk/eng/tax/bus_ala.htm),就是從aircraft leasing中賺取的profit,將會tax rate 減半,ie 8.75%。由於香港的折舊計算不同,為了不影響其吸引力,只20%的利潤是taxable,不過我和業内人士談過,depreciation是直接減cost,但concession係based on profit,所以,如果無profit,其實意思不大,另外最重要的是,Ireland、Singapore、天津都有自己的cluster,特別係Ireland,暫時無人能敵,香港新的tax incentive(其實只不過是on par with 其他地方),只能爭取new money and new aircrafts。最新成立了ICBC的aircraft leasing arm在香港,看看會不會吸引到更多同業來香港,創造高端職位。老散https://www.blogger.com/profile/03021714720303295338noreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-77713302123312434842018-10-04T11:28:49.864+08:002018-10-04T11:28:49.864+08:00謝謝止凡兄分享!謝謝止凡兄分享!追求自由https://www.blogger.com/profile/09967275701445811711noreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-8329525567901842522018-10-04T11:20:54.010+08:002018-10-04T11:20:54.010+08:00謝分享,很實用謝分享,很實用牛腩河https://www.blogger.com/profile/17019109631598247953noreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-48450630444001091012018-10-04T11:13:29.190+08:002018-10-04T11:13:29.190+08:00靠國內航空業增長的話好像有點不妙, 看看內航股價吧?靠國內航空業增長的話好像有點不妙, 看看內航股價吧?unknownhttps://www.blogger.com/profile/05948027384064426685noreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-38801713289113772382018-10-04T10:52:50.334+08:002018-10-04T10:52:50.334+08:00 感謝分享,長了知識。 感謝分享,長了知識。Laamnoreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-58038840736707352542018-10-04T10:28:21.360+08:002018-10-04T10:28:21.360+08:00感謝分享,至少對行業有了更多了解也是好事!感謝分享,至少對行業有了更多了解也是好事!月退@BKKhttps://www.blogger.com/profile/08146782120792286243noreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-81256931600084550292018-10-04T10:26:25.186+08:002018-10-04T10:26:25.186+08:00謝謝分享,長了不少知識!謝謝分享,長了不少知識!Murciélago@Australiahttps://www.blogger.com/profile/12939611886859828188noreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-75431623543429918322018-10-04T08:51:32.600+08:002018-10-04T08:51:32.600+08:00多謝資料, 很有用呀.多謝資料, 很有用呀.wengerfanshttps://www.blogger.com/profile/03020031885274497294noreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-84466802117982486972018-10-04T07:18:30.223+08:002018-10-04T07:18:30.223+08:00我都學到不少,袋錢入我袋。我都學到不少,袋錢入我袋。止凡https://www.blogger.com/profile/13815373715261739551noreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-5795904818717797182018-10-04T07:17:54.982+08:002018-10-04T07:17:54.982+08:00難矣,一出來,一般都是用說話把飯局擠得滿滿的。難矣,一出來,一般都是用說話把飯局擠得滿滿的。止凡https://www.blogger.com/profile/13815373715261739551noreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-65019178021420344802018-10-04T04:33:36.944+08:002018-10-04T04:33:36.944+08:00不要講太多。。。不要講太多。。。Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-13136264304858306612018-10-04T04:30:59.866+08:002018-10-04T04:30:59.866+08:00下次大家跟止凡飯局時,��要講太多說話,免得他記得頭昏腦漲。多謝盡記的分亨,尤其笫一城那一段。。自己...下次大家跟止凡飯局時,��要講太多說話,免得他記得頭昏腦漲。多謝盡記的分亨,尤其笫一城那一段。。自己友Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-31384155853036778062018-10-03T23:21:17.872+08:002018-10-03T23:21:17.872+08:00止凡兄,謝分享!止凡兄,謝分享!mathttps://www.blogger.com/profile/10010323786419137118noreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-43640722302267606412018-10-03T23:08:55.782+08:002018-10-03T23:08:55.782+08:00想不到竟然得到業內人士的分享, 這次真的學到野了,
多謝止凡兄!
想不到竟然得到業內人士的分享, 這次真的學到野了,<br />多謝止凡兄!<br />Sanshttps://www.blogger.com/profile/10301078791673587318noreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-11738249269670692922018-10-03T22:40:28.540+08:002018-10-03T22:40:28.540+08:00多謝分享! 多謝分享! JACKhttps://www.blogger.com/profile/03298566616220732669noreply@blogger.com