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領展供股|散戶五條出路 記低關鍵日期 @ 2023-02-18T04: Back Hot News
Keyword:領展 供股
Concept:領展供股
今個星期想分享下對領展(823)的感受,一路好少在專欄分享個股,因為最近領展供股令我大吃一驚,所以想講下。自己都是領展小股東,當時為甚麼買?因為作為香港人,知道商場街市位置靚、人流多,如果自己要買樓買鋪收租,能力所限根本沒辦法,所以買來收息。另一個原因系,REITS房地產信托基金不同一般地產股,九成利潤要派出來給股東,所以對股息會有一個確定性。
領展供股|CEO王國龍擬跟供股 料最多涉逾千萬 相當於1.6個月人工
領展供股|3年前拆細入場 散戶累計股息「一鋪清袋」仲要嘔突
【領展供股大行點睇】券商指領展供股是合理決定但時機不佳、後市睇3因素 多家券商調低評級及目標價
股評人譚朗蔚在社交平台發文評論領展供股時指,「你慨出發點可能唔系咁差,但系出到黎慨觀感就系唔好囉!」事實上,散戶每持一手100股,「5供1」即要供844元,尚未計碎股問題;若選擇不供股的話,散戶又要考慮出售手持供股權的定價問題,是「搞著全部人」。惟他補充,領展非「妖股」,供股無問題,只是令投資者個心「銀」住而已。
當公司宣布供股,新的股價會受供股比例及供股價,合理供股價=(現價+供股價X供股比例)/(1+供股比例),套入領展供股條件,即合理供股價=(62.8+44.2X0.2)/(1+0.2)=59.7港元,實際折讓為兩成六,而且,按公式計,現價會持續波動,合理供股價亦會偏向供股價44.2港元反覆變化,所以折讓也不是實數。當然,更多投資者並非真的供股,他們更鍾情炒賣供股權。

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