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CK INFRASTRUCTURE HOLDINGS LIMITED 2019-12-16T10:03 財經茄呢啡 長建之英國業務受監管制度或長期付款合約保障,且屬生活基本所需服務如電力、食水與污水處理、天然氣及交通運輸,需求平穩。匯率風險亦並不甚高。
CK INFRASTRUCTURE HOLDINGS LIMITED 2019-12-16T10:03 財經茄呢啡 長建1996年上市,廿多年來保持股息連年增長。去年底之淨負債比率20%,本年度預測股息率4.5厘,接近歷史高位,遠高於近5年中位數3.6厘,現價買入,中長線持有。
CK INFRASTRUCTURE HOLDINGS LIMITED 2019-10-21T10:11 財經茄呢啡 近日英鎊在英國脫歐「好事近」下升穿1.29水平,表現不俗,朋友說會將持有的英鎊用作購買英國曼城物業用途,特來短訊表示謝意。 李嘉誠的長實(1113)在8月尾宣布以252億元收購英國啤酒餐廳Greene King,反映李嘉誠看好英國將擺脫脫歐的困擾。英鎊兌美元已升穿200天平均線,可以留意誠哥的長江基建(1038),因為該公司擁有龐大的英國資產,其走勢經常與英鎊同步。
CK INFRASTRUCTURE HOLDINGS LIMITED 2019-03-21T08:46 財經茄呢啡 長建表示目前擁有60億元現金,加上借貸能力充裕,有利於收購具增值潛力的項目。
CK INFRASTRUCTURE HOLDINGS LIMITED 2019-03-21T08:46 財經茄呢啡 長建(1038)去年收入按年升19.9%至379.23億元,盈利增2%至104.43億元,建議派發末期股息每股1.75元,連同已派發的中期股息每股0.68元,去年全年合共派息每股2.43元,並指這標誌公司自1996年上市22年來股息連年增長。長建股價昨日逆市升0.2%至65.65元。
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