又吹越南風
布殊和手下話要增持戰略油儲, 油價急反彈, 但由於存油數字高, 又見沽壓, 布殊仔已變成什麼貨色, 明天再看peter在et解畫. 金價亦隨油價和美元波動而稍回落, 不要緊, 見低買1818, 包無衰, 不妨計計1818, 和2899&3330的rsi, 便知道市場主流想法是錯誤的, 圖表和peter是正確的.
所以, peter唔係唔識圖表, 但認為走勢一定要配合基本分析, 而拾cigar butts可以不理走勢惡劣.
越南概念股又趁有消息急升(越南股來港上市云), peter又沽些少184, 總之係愈沽愈高. 所以回軟又要補充貨源, 否則好快便成剩翻一手一生一世.
所以, peter唔係唔識圖表, 但認為走勢一定要配合基本分析, 而拾cigar butts可以不理走勢惡劣.
越南概念股又趁有消息急升(越南股來港上市云), peter又沽些少184, 總之係愈沽愈高. 所以回軟又要補充貨源, 否則好快便成剩翻一手一生一世.
posted by peter at 10:28 AM
2 Comments:
Hi peter, I start to read your blog 1 mth before and now almost everyday.
About 258, can you elaborate your latest findings & opinion a bit more?
My view first is that 258 is very attractive base on its assets. my valuation (conservation) as below:
cash+receivables+sellable property/investment - liabilities=400M
investment property+hotel=1140M
land(counted from 06 annual report at least 421400 sq.m, assume 2000rmb per sq.m)= 842M
湯臣一品(118000 sq.m, assume 50000rmb per sq.m)= 5900M
Total: 8282M
Per share: 8282M/1318M=$6.28
Even need to pay land appreciation
tax on 湯臣一品 later still one of the best buy among chinese property stock (currently 31% on net assets).
But need to wait for the market to reflect it's intrinsic value (i think it happens when it low the price for 湯臣一品 and sell more units.)
Would like to have you comment on my view? thanks.
就算當稅局真係accept 你湯臣一品 50000/sqm instead of 110000/sqm 既估值, 以一品既cost 恐怖唔過5000/sqm 計, 基本上LAT near = rmb45000per sqm x 118000 sq meter x 60% tax rate = 3186m.
LAT rules 講預售証出左三年就算未賣哂都要比, 三年之期出年就到, 佢手頭上之有7億cash, 12 億CIP, 除左大配股之外, 你邊道可以即刻搵31億cash出黎交稅? 如果宏調指明要玩佢仲死, 當 each sq meter 110000, 你就要交64億稅.
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