tag:blogger.com,1999:blog-3457417566347558967.post7663743501794893813..comments2024-02-21T14:10:27.505+08:00Comments on 追求自由: 中外運航運追求自由http://www.blogger.com/profile/09967275701445811711noreply@blogger.comBlogger6125tag:blogger.com,1999:blog-3457417566347558967.post-43098659291684419772012-03-21T16:57:50.996+08:002012-03-21T16:57:50.996+08:00中外運航運(368)已於3月12日公佈業績, 每股盈利HK$0.18(US$0.023), 派息HK...中外運航運(368)已於3月12日公佈業績, 每股盈利HK$0.18(US$0.023), 派息HK$0.04,現金加存款達US$885M, 幾乎無負債, 現在是航運股的非常艱難期, 也有這個成績, 我告訴自己毋須擔心, 繼續等航運業復甦。追求自由https://www.blogger.com/profile/09967275701445811711noreply@blogger.comtag:blogger.com,1999:blog-3457417566347558967.post-35471574951649434582012-03-21T14:45:23.956+08:002012-03-21T14:45:23.956+08:00I don't get the sell-off...I don't get the sell-off...Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-3457417566347558967.post-32685378889733796492011-08-26T10:41:08.429+08:002011-08-26T10:41:08.429+08:00中外運航運昨天公佈業績, 一如所料, 業績小幅倒退, 折舊增加了US$5.6M, 由於不用利息負擔,...中外運航運昨天公佈業績, 一如所料, 業績小幅倒退, 折舊增加了US$5.6M, 由於不用利息負擔, 扣除船租收入, 新購入的好望角型貨輪對業績的影響不太大。<br />今年是航運業的艱難期, 以上半年盈利及$1.80股價計, 年化的 PE 是 8.36 倍。<br />最近好望角型貨輪的船租有好轉, 如果持續的話, 下半年會比上半年更好。<br /><br />匿名: 我在上月曾經寫過意見給中外運航運建議回購, 當然是石沈大海了, 除非是基金經理或收到非常多的反映, 管理層是不會花時間理會的。追求自由https://www.blogger.com/profile/09967275701445811711noreply@blogger.comtag:blogger.com,1999:blog-3457417566347558967.post-53334271167080971822011-08-22T22:54:48.591+08:002011-08-22T22:54:48.591+08:00人各有志, 各人有不同想法, 沒辦法, 這個管理層相信是不會回購的了。
在這種情況下, 說甚麼都沒有...人各有志, 各人有不同想法, 沒辦法, 這個管理層相信是不會回購的了。<br />在這種情況下, 說甚麼都沒有用, 行動最實際, 人棄我取。追求自由https://www.blogger.com/profile/09967275701445811711noreply@blogger.comtag:blogger.com,1999:blog-3457417566347558967.post-57186472130375537992011-08-22T14:22:31.338+08:002011-08-22T14:22:31.338+08:00Management has an obligation to address this prici...Management has an obligation to address this pricing anomaly now. This is a great opportunity for management to put the massive amount of cash in use and buy back equity at a huge discount, and concentrating equity.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-3457417566347558967.post-87228927314402817032011-08-22T14:05:32.077+08:002011-08-22T14:05:32.077+08:00The selling is so full of insanity. How can you di...The selling is so full of insanity. How can you discount cash? When the price of the security falls below net cash represented, and the company is still making money near the lowest point of the industry cycle? Where is the risk? Where is the logic in selling?Anonymousnoreply@blogger.com