tag:blogger.com,1999:blog-3886431187196458619.post7293489558752428200..comments2024-03-12T10:25:00.985+08:00Comments on 取之有道: 拆解領展供股止凡http://www.blogger.com/profile/13815373715261739551noreply@blogger.comBlogger12125tag:blogger.com,1999:blog-3886431187196458619.post-85059218969810367652023-02-18T18:36:27.488+08:002023-02-18T18:36:27.488+08:00謝謝。謝謝。淘井https://www.blogger.com/profile/16202532419789018400noreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-89202384489197721782023-02-16T22:24:38.677+08:002023-02-16T22:24:38.677+08:00理性看待理性看待止凡https://www.blogger.com/profile/13815373715261739551noreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-29704301974097148612023-02-16T22:01:38.255+08:002023-02-16T22:01:38.255+08:00供股十分合理,老散不接受亦不必動氣,賣股走人便是了供股十分合理,老散不接受亦不必動氣,賣股走人便是了Sannoreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-78390303638866192532023-02-15T18:45:28.937+08:002023-02-15T18:45:28.937+08:00感覺真係好麻麻, 難怪你有呢個決定感覺真係好麻麻, 難怪你有呢個決定止凡https://www.blogger.com/profile/13815373715261739551noreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-30313814365559991502023-02-15T10:17:00.472+08:002023-02-15T10:17:00.472+08:00有說, REIT管理層薪金與資產值掛鈎, 而由於按規定需把九成現金分派, 為免因分派而令資產值縮水,...有說, REIT管理層薪金與資產值掛鈎, 而由於按規定需把九成現金分派, 為免因分派而令資產值縮水, 所以管理層有動機花光手頭現金, 以便泵大資產值自己替自己加薪. 最理想是現金流能維持分派輕微增長, 大部份租金收入作管理費(落自己袋)和償還利息, 借債無限期永續, 以維持資產量最大化和持續的分派增長<br /><br />這是假設低息環境永遠維持和租金收入不會下降的離地做法, 當資金鏈一旦斷裂, 只能在管理者自己和單位持有人的利益二選一時, 誰會選擇犧牲自己賣出資產還債? <br /><br />HOAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-77350770685140511182023-02-15T09:56:15.995+08:002023-02-15T09:56:15.995+08:00止凡最後都暗示管理層唔多掂大家自己小心, 不算"幫佢地說話"吧?止凡最後都暗示管理層唔多掂大家自己小心, 不算"幫佢地說話"吧?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-22895343425481823282023-02-15T09:36:09.809+08:002023-02-15T09:36:09.809+08:00明明係REIT, 點知當自己內房咁亂發債玩債冚債, 依家想再借要挨貴息, 結果度唔掂就搵股東老襯
...明明係REIT, 點知當自己內房咁亂發債玩債冚債, 依家想再借要挨貴息, 結果度唔掂就搵股東老襯<br /><br />正常人都應該鬧爆, 止凡呢篇所謂分析點睇都似係幫佢地說話, 都幾令人失望<br /><br />利申: 領展災民之一, 已沽清Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-2565019197506102112023-02-15T09:12:24.398+08:002023-02-15T09:12:24.398+08:00止凡兄好!
近年領展的雄心壯志令我想起當年走向世界的匯豐,不停買野的心又令我想許家印買買買的名畫面...止凡兄好!<br /><br />近年領展的雄心壯志令我想起當年走向世界的匯豐,不停買野的心又令我想許家印買買買的名畫面。<br /><br />這些都令我覺得作為一隻收息股好像忘掉了一些東西,那就是穩健的初心。利申一下,復牌當天自己已用腳投票。賽烈士https://www.blogger.com/profile/07096248250367072738noreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-41883646191137878042023-02-14T22:13:23.500+08:002023-02-14T22:13:23.500+08:00呢個就係問題,好地地一間收租為主的reits,租金都可以跟通漲加,做乜要咁進取為增長?呢個就係問題,好地地一間收租為主的reits,租金都可以跟通漲加,做乜要咁進取為增長?Allen Wonghttps://www.blogger.com/profile/05909689628940055368noreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-43589998354792043912023-02-14T20:48:35.970+08:002023-02-14T20:48:35.970+08:00既要派高息, 又要低負債兼買到平資產長時間維持增長,世間上好難有邊間公司做到. 如果唔趁呢個時侯資產...既要派高息, 又要低負債兼買到平資產長時間維持增長,世間上好難有邊間公司做到. 如果唔趁呢個時侯資產平買,唔通等零息果時再買咩?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-44912119354873599252023-02-14T19:29:19.960+08:002023-02-14T19:29:19.960+08:00係做得唔好, 但都要了解邊方面做得唔好係做得唔好, 但都要了解邊方面做得唔好止凡https://www.blogger.com/profile/13815373715261739551noreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-70094514750748463512023-02-14T19:27:15.840+08:002023-02-14T19:27:15.840+08:00坊間班財演好似師奶嘈交咁嘈黃國龍做得差,但佢地又無認真分析過領展利息開支既問題…坊間班財演好似師奶嘈交咁嘈黃國龍做得差,但佢地又無認真分析過領展利息開支既問題…Paul_Tsehttps://www.blogger.com/profile/10266150707652507216noreply@blogger.com