Li Tzar Kuoi

曾渊沧专栏:长和卖业务 四赢局面

8月31日股市收市后,长和(001)宣布将旗下6项基建业务未来的收益分别以96亿元、72亿元及48亿元卖给同系的长实(1113)、长建(1038 )及电能(006)。
Dr Chan Blue

曾渊沧专栏:两只一流好股可长揸

今日,长和的业务如果以地区划分,香港的税前盈利(EBIT)竟然只占总额的2%,长和已成了一家真正的国际企业,风险分散世界各地,这是大证券行所喜爱的,评价也必然高。
Hong Kong tycoon Li Ka-shing who heads Hutchison Whampoa, waves as he leaves a press conference that announced the company's profits for 2008, in Hong Kong on March 26, 2009. Hong Kong port-to-telecoms conglomerate Hutchison Whampoa said its net profit for 2008 fell 42 percent, as one-off disposal gains had strongly boosted its earnings the previous year. Hutchison, said its net profit for 2008 stood at 17.66 billion Hong Kong dollars (2.3 billion USD), down from 30.60 billion dollars in 2007, total revenue for the firm which has holdings in ports, retail, property, energy, infrastructure and telecoms across the world rose 13 percent in 2008 to 348.37 billion USD.  AFP PHOTO / Antony DICKSON

曾渊沧专栏:揸了三十年的股票

李嘉诚旗下的股,不是高增长股,股价增长速度远远比不上股王腾讯(700),但是胜在稳健,同时派息年年增长,对长期投资者而言,派息年年增长是重要的,长和与长实的派息比率并不高,2017年度长和派息率是31%,长实则只有21%。
dbs

曾渊沧专栏:香港银行业不愁生意

又有多家企业公布今年第一季业绩,业绩好,股价升,就可以摆脱近几个月的调整阴影。新加坡股市表现得很好,海峡时报指数创52周新高,其中,星展银行第一季纯利15.21亿坡元,创新高,按年增长25.7%。星展香港更惊人,纯利增长91%。
china98

曾渊沧专栏:贸易战升级货币战

特朗普指中国与俄罗斯操控货币币值,实际上,近期人民币兑美元是升值,而不是贬值。可见,特朗普已经不需要理由与事实来打这场贸易战,也打算把贸易战变成货币战。