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沿海家園 (1124)專區 (關係:1098、0604、0022、0164、0231、0497、0659) - 港股專區 - RealForum
本版告示: 投資涉及風險,包括損失本金。閣下不應僅依賴本論壇資料而作出任何投資決定。投資者應該參閱相關產品的章程以獲得更多細節,包括產品特色和風險因素。投資者考慮是否適合投資任何投資產品時,敬請考慮本身之投資目標及情況。
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ME 2
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keep the shell
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老細真是有料之人,生意眼光準,帶動公司真實價值,雖然唔識睇既真是唔會睇到呢隻。佢又懂玩財技者,少有,但呢種識計數最怕少氣,驚死炒上賣殼益左人,但放心,如果真是識計數,遲早計掂條數,遲早 : p
獨樂樂,不如衆樂樂。
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He has outside business
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又是點? 死症?
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outside business = 莊家人頭左手同右手炒 ???
定其他生意有害1124業務 ? 例如,穿櫃桐 ???
邊part死症 ?
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not really
but shift porfit out
reverse of 2018
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以前PB0.25x是因為負債重,債息達9%。現在負債率由164%跌至74%,而我估計賣比禹洲地產的項目入帳後負債會降至35%,PB無可能值咁低。

加上公司已經轉型去輕資產和舊改,輕資產PB高,舊改book value被低估,PB應該再提升。

表面看主營業務是虧,但我估計計入Cost of good sold的有不少舊改項目的開支,但未出售唔入至收入,加上利息重,所以毛利率才會由2014年前一直20-30%跌至現在表面<13%。

20160601夏向龍先生已獲委任為執行董事及投資委員會成員。夏向龍財務出身,又是一直舊改業務總裁,上任後出售多個舊改項目降低負債,相信低負債和輕資產舊改轉型可持續。

舊改只做一二線城市,一二線城市缺地投地貴,時機非常好。

風險是︰
1. 公司報喜不報懮,一次性出售收益就公佈,一次性虧6.5億等出業績先知,估計其中一次性虧是舊改相關
2. 2014年前ROE也只有約5%,管理品牌輸出的輕資產能力或不大,現時輕資產競爭加大
3. 死唔派息
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the boss wont pay dividend
because not all money will go to his pocket
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bylee141樓提及
the boss wont pay dividend
because not all money will go to his pocket


you are right, the boss own 36% only... /.\
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he has no money
just want to keep current situation
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最近升什幺?
虽说优质但老板小气,
转型轻资产做了很久,
项目也己出售少部份,
今次会否604收购?
或是随便炒一下?
是幺没什意思。
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这支股票的最大缺点,
是老板大聪明了,
生意运作好的同时,
聪明人比较少气,
如没有春江鸭的话,
这次可能准备下来的业绩,
盈喜?减少亏损?
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laconwtf148樓提及
这支股票的最大缺点,
是老板大聪明了,
生意运作好的同时,
聪明人比较少气,
如没有春江鸭的话,
这次可能准备下来的业绩,
盈喜?减少亏损?


盈喜是一定的,賣比禹洲地產的項目應該會入帳了。
最近升也應該是因為落後地產股。
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