回應網友 – Iris

        Iris:謝謝留言。

        新地資產雄厚,企業管治不錯,而且有穩定而龐大的租金收益。

        現在出了一單最高管理人跟前高官之間可能有行賄嫌疑的新聞,但這件事應該不會影響新地的日常運作。

        從已有的報導看,許仕仁跟郭氏兄弟青年時就是朋友,這種有友情基礎又是兩廂情願的關係,也許有利益輸送嫌疑可以查,但我認為要掌握可以拿上法庭的證據是很難很難的,雙方都懂要迴避利益輸送,即使有錢銀及利益往來,有許多解釋可以開脫。

        現在的問題是有些基金條款規定不可投資於有官非的公司,不知基金有多少貨要出?

        由於消息突然,市場對新地要重新估值,而廉署調查也可能拖很久,不確定性很多,我自己已在94元/股購入少量,但不會建議你這麼做,依然是有風險的。

                                                                        祝

                        好!

2 responses to “回應網友 – Iris

  1. Mr. Cheung, thank you for your reply. Initially, 0016 dropped over 10%. I thought $94 would be a good price to buy the stock. As Mr. Cheung mentions the uncertainty in the future of the stock, I will reconsider my investment choice. I will keep reading your blog and other investment books. I want to be more-equipped before making investment decisions. ^^
    Thank you!

  2. Mr. Cheung, thank you for your reply. Initially, 0016 dropped over 10%. I think $94 would be a good price to buy the stock. As Mr. Cheung mentions the uncertainty in the future of the stock, I will reconsider my investment choice. I will keep reading your blog and other investment books. I want to be well-equipped before making investment decisions. ^^

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