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吳子青先生 (Andrew Ng)
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畢業於香港理工大學金融服務系,2008年完成財經分析師(CFA)考試,喜歡綜合基本因素與技術分析研究股票,並對衍生工具及IPO市場有獨到見解,現主力負責公司的高端客戶,提供度身訂造的投資服務
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花樣年值得留意

Friday, June 11, 2021 Views6858
自從內房三條紅線的政策出台以後, 巿場擔心房企的增長和資金鏈問題, 而事實上, 今年的確有房企出現債務違約情況, 所以內房這個板塊在今年熱度不高, 不過如果細心研究, 不難發現當中仍有估值便宜的公司.     
                                                                                                                                                                                                                   
花樣年控股(1777), 巿值只有56億港元, 在上巿的內房股中算是小型的一家, 不受基金關注, 也很容易令人擔心出現資金鏈問題, 不過公司最近不停回購自的公司債券, 這算是一個相當正面的消息, 因為一家面違約的企業, 實在沒必要也沒資金去進行回購, 所以可以推斷其財政還算穩健, 而另一方面, 不足5倍的PE和超過7%的息率, 算是比較吸引.
 
花樣年的股價在過去兩個月出現底部橫行並反彈, 建議現價買入, 目標價1.2元, 跌穿橫行低位0.86元止蝕
 
                 
注: 本人吳子青為証監會持牌人士。截至本評論文章發表日止, 本人及/或其有聯繫者並無持有全部提及之証券的所有相關財務權益 
 
 
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