Share This

Topics Comments

  Next page > 
Cheung Kong VODone Limited Shenzhen International Holdings Limited Jiangxi Copper Company Limited REXLot Holdings Limited China Overseas Land & Investment Limited Chong Hing Bank Limited Agricultural Bank of China Limited Chow Tai Fook Jewellery Group Limited Capital VC Limited iShares A50 Standard Chartered Bank of Communications Bank of China China LotSynergy Holdings Limited agribank Agri Airlines Appl AUD Auto A Shares Brokers CAD fertilizer producers China Lottery Supermarket China Banks Communication Consumer China Econ Electricity China Finance China IT Petro Real Est China Resource Steel coal Commodity Beauty Drugs Enviro EURO Lang Simon Ting WongSir Andy Xie Expo Gambling Garment gas GBD Gold Gold Jew Gold mine Harbour Highways HK Apparel REITs Rentals HK Banks ETF HK Housing Market Real Est HK HK Stock iBond Infra Insure IPO jewel Mach Build Mat New Energy NZD Oil Paper Rare Earths Real Estate Market Food RMB Rising RMB RMB Bonds Shipbuilding Shipping Sports Stock Trend Taiwan Dollar (TWD) Textile Top 500 US Bonds USD US Econ Util Water Yang Liu's 10 Stocks YEN Diary media Central Bank Monetary Policy Education Construction Emerging markets Nuclear power BillGross private-enterprise-china Cement HK retail logistics Swiss franc Social Security Fund Law Ka-Chung capital flow Financial and political policy Railway film Korean Won Roubini Faber Mobius
Topics Last reply time Nickname Content
Link Real Estate Investment Trust 2020-01-06 09:27 財經茄呢啡 假如本季中美貿易談判有波折,港股可能會出現調整,現時可以吸納防守力較強的民生商場房託,領展去年剛收購位於福田市中心的商場,可等領展股價回吐始低吸。截至2019年9月底半年,即使期內部分時間受本港社會運動影響,領展期內收益仍達53.32億元,按年增長8.2%。
Link Real Estate Investment Trust 2020-01-06 09:26 財經茄呢啡 領展整體物業組合估值2200億元之中,本港零售商舖佔66.6%,不少商場的定位是主打民生消費,租戶屬超級市場及食肆。領展部分商場坐落於住宅區,區內居民近月因社會動盪減少外出,留在區內消費的時間增加,故商場的人流不跌反升。
Link Real Estate Investment Trust 2019-11-22 12:42 財經茄呢啡 領展香港資產組合零售總收益按年上升8.9%,續租租金調整率降至18.1%。商戶每月平均零售銷售額上升1.4%,仍跑贏整體市場。但以約18%的租金升幅,一般簽約3年計算,每年加幅降至6%,增長動力是放緩了。
Link Real Estate Investment Trust 2019-11-22 12:42 財經茄呢啡 領展的內地業務表現理想。零售物業組合的平均續租租金調整率持續高企,達31.5%。集團過去收購集中在下線城市,但未來會將範圍擴大至一線城市周邊地區,如環渤海、長三角及大灣區。
Link Real Estate Investment Trust 2019-10-11 09:51 財經茄呢啡 領展(0823)昨日股價跌3%,成為跌幅最大的藍籌股。領展累計更從7月的高位下跌近兩成,快將跌穿2017年以來的上升軌,即將進入熊市區。
Link Real Estate Investment Trust 2019-08-05 09:54 財經茄呢啡 10年期國債息率向下突破,跌穿1.85厘水平,受壓多時的房託股上周五先跌後升。領展(0823)與10年期國債息差一直維持在80點子至100點子,現時仍有3厘分派收益率,估值是吸引的。
Link Real Estate Investment Trust 2018-11-15 08:59 財經茄呢啡 截至9月底為止,領展(823)期內每基金單位分派130.62港仙,按年增7.5%;每基金單位應佔資產淨值85.41元,按年增2.8%。 為抵銷物業出售對基金單位分派損失影響,領展有意回購最多8,000萬個基金單位,截至9月30日止期間,已斥資約30億元回購約3,950萬個基金單位,預計未來數月會繼續回購。領展計劃將內地的投資比率由8.2%提升至20%,因收購內地物業增長比香港快。
Link Real Estate Investment Trust 2018-10-02 12:33 財經茄呢啡 領展(823)宣佈就資產組合進行評估,有大行猜測,領展正準備再度出售資產。領展每次出售資產,都取得額外的利潤,並可能將出售資產取得的現金用來回購股份,推高股價。買房託股是為了收股息,不過,多數人買領展是為了賺股價,而不是收股息。
Link Real Estate Investment Trust 2018-07-15 22:47 財經茄呢啡 領展(823)繼續在股價創新高之際,過去7個交易日每日回購,合計用了逾7億元買入千萬股。統計過去4年,領展用了99.3億元,回購1.77億股,次數達165次,回購價往往在歷史高位進行。
Link Real Estate Investment Trust 2018-07-15 22:47 財經茄呢啡 領展CEO王國龍現金薪酬總額按年增加25%,至3,232萬元,其中基本薪金916萬,另外2,314萬,就是與表現相關之非固定薪酬。另外3,415萬長期獎勵計劃,是根據未來基金單位價格,領展股價越升、王國龍收取的獎勵報酬越多。早年領展可以藉不斷翻新商場加租,提升回報,後來將商場車位打包高價出售,及近4年動用近百億元回購股份進行注銷,令基金數目減少,間接令每股分派增加。
  Next page > 

Mobile | Full
Forum rule | About Us | Contact Info | Terms & Conditions | Privacy Statment | Disclaimer | Site Map
Copyright (C) 2020 Suntek Computer Systems Limited. All rights reserved
Disclaimer : In the preparation of this website, 88iv endeavours to offer the most current, correct and clearly expressed information to the public. Nevertheless, inadvertent errors in information and in software may occur. In particular but without limiting anything here, 88iv disclaims any responsibility and accepts no liability (whether in tort, contract or otherwise) for any direct or indirect loss or damage arising from any inaccuracies, omissions or typographical errors that may be contained in this website. 88iv also does not warrant the accuracy, completeness, timeliness or fitness for purpose of the information contained in this website.