朗廷酒店2019年全年度酒店組合收入13.509億元 (比2018年減少17.1%), 但可分派收入較比2018年同期下跌36.90%至2.591億元。
2019年下半年每單位合訂單位分派跌至HKD$0.034元 (比2018年同期下跌67.6%)。2019全年每股派$0.121。
每股資產淨值值跌至$4.68元,
負債比率比2018年同期升5.8%至40.6%。
分派下跌主要原因有:
一. 2019年全年 3 間酒店的合計可出租客房平均收入減幅約 31.1%,並不反映 2019 年下半年 3 間酒店的合計可出租客房平均收入減幅約 55.5%。
二. 融資成本總額2019年升至2.20233億(比去年同期增加16%)。
公司前景展望:
在酒店市場因新型冠狀病毒令營業狀況雪上加霜,令訪港旅客進一步急降,對住宿及餐飲業務造成嚴重影響。因此,酒店管理人正繼續採取節省開支策略保障酒店的利潤,但預期上半年的表現將會大幅落後於 2019 年。以2020年2月11日收市: $2.01股價計, 息率6.019%。
由於目前未見肺炎受控, 所以不要冒險撈入旅遊酒店股。
Most 1270.HK unitholders are disappointed to its results.
回覆刪除1270.HK incurred a Loss Per Share (HK$1.24/share) for 2019 and its NAV Per Share decreased by even more, (HK$4.68 - HK$6.14 = HK$1.46/share).
I suggest its unitholders should consider to do "stocks switching". Same year 2019, Reits 778.HK & 435.HK can still pay roughly same dividends as previous year.
Thanks for your advice
刪除18bro,
刪除Good morning.
I feel sorry for my last night's comments. Just few minutes ago I noted you have some 1270.HK.
...
But I really think that it may not be easy to hold 1270.HK and "earn back in short term" by means of receiving cash dividends, ... unless it sells its hotels and distributes the proceeds to all unitholders.
In fact, there are many very low PB real estate stocks in our HK market can do same. But most major shareholders (same persons in board of directors) do not have such courage!
Good Luck!
^_^
I think "stocks switching" to another fields
P.S. I think "stocks switching" to another fields (not HK hotels) can also be considered.
刪除多謝student 對小弟關心, 已經沒有買賣7個多月; 所持朗廷蟹貨唯有繼續收息,
刪除再換股換入其他亦未必太大著數, 不如繼續坐艇收息
Should we short sell 1270 then?
回覆刪除不用, 暫沒投資價值, 如有蟹貨唯有硬食坐貨收息
刪除我同18 兄一樣
刪除硬食坐貨收息
好彩貨輕
大減股息
回覆刪除雖然自己冇持有該股
但聽到減咁多
都覺得小股東好傷
沒辦法, 經濟大環境唔好, 股價跌左好多已反映市況
刪除上年下半年咁市道仍有息派已不錯,但今年更難攪,我正靜待再入返啲貨待他日回升及回增派息。
回覆刪除經濟波動有週期, 谷底有貨宜揸不宜沽,預祝自由一千萬師兄撈底成功, 我們也應借此機會, 放眼世界, 例如美股投資
刪除每股派0.034......
回覆刪除社會動盪, 經濟衰退, 疫病流行, 有得派都要袋住先, 我既結論是除港股外應要留意發掘其他未來20年有增長, 前景的行業公司股票進行投資,總比守在中, 港股票好, 買了的港股不會增持或減持, 但要開始發掘其他投資機會, 繼續優化組合, 分散和減低風險
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