tag:blogger.com,1999:blog-2176979440585416248.post7317511445325728769..comments2024-03-27T13:33:11.706+08:00Comments on 巴黎的價值投資: 香港物業仍然可以負擔,投資則困難。巴黎http://www.blogger.com/profile/09026111255713306999noreply@blogger.comBlogger18125tag:blogger.com,1999:blog-2176979440585416248.post-70029207391312853612016-05-26T18:32:17.419+08:002016-05-26T18:32:17.419+08:00我同意用家的感受最實在。
讓我問下朋友是否容易負擔,不過難有客觀標準,20%,30%,50%?我同意用家的感受最實在。<br />讓我問下朋友是否容易負擔,不過難有客觀標準,20%,30%,50%?價值投資者https://www.blogger.com/profile/01682303752755879971noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-36612823560290831862016-05-26T17:50:42.936+08:002016-05-26T17:50:42.936+08:00能讓長綫投資人,有合理的租值入息,
就是它的内在價值.
能讓長綫投資人,有合理的租值入息,<br />就是它的内在價值.<br />巴黎https://www.blogger.com/profile/09026111255713306999noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-45122697122957842012016-05-26T17:48:16.529+08:002016-05-26T17:48:16.529+08:00這文目的是釐清物業的"難以負擔"在那裏,
並不是討論那一种投資會升會跌.這文目的是釐清物業的"難以負擔"在那裏,<br />並不是討論那一种投資會升會跌.巴黎https://www.blogger.com/profile/09026111255713306999noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-41390692611690719262016-05-26T10:39:10.046+08:002016-05-26T10:39:10.046+08:00請問怎樣計算樓的內在價值?
Chiu請問怎樣計算樓的內在價值?<br />ChiuChiuhttps://www.blogger.com/profile/15647909531404784971noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-62795093324597204132016-05-26T06:32:19.556+08:002016-05-26T06:32:19.556+08:00有冇考慮樓價大跌因素??有冇考慮樓價大跌因素??Anonymoushttps://www.blogger.com/profile/11004901383635874294noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-7534075267336798752016-05-25T22:14:19.174+08:002016-05-25T22:14:19.174+08:00是的物業有兩個用處,一個是租, 一個是投資.
租住來説仍屬可負擔.
是的物業有兩個用處,一個是租, 一個是投資.<br />租住來説仍屬可負擔. <br /><br />巴黎https://www.blogger.com/profile/09026111255713306999noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-67755175261894553012016-05-25T22:11:32.465+08:002016-05-25T22:11:32.465+08:00在任何時候都可以有一些高囘報的物業,
縂有有心人找到.
在任何時候都可以有一些高囘報的物業,<br />縂有有心人找到. <br /><br />巴黎https://www.blogger.com/profile/09026111255713306999noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-36114302147421572552016-05-25T16:13:42.925+08:002016-05-25T16:13:42.925+08:00回報率只有2~3%.但還是有人願意投資樓,資金不是聰明的嗎?買盈富基金或REIT回報總比樓好回報率只有2~3%.但還是有人願意投資樓,資金不是聰明的嗎?買盈富基金或REIT回報總比樓好Anonymoushttps://www.blogger.com/profile/10628286394510365784noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-54667169105572414642016-05-25T14:36:12.233+08:002016-05-25T14:36:12.233+08:00題為物業可負擔
即租金仍是佔收入合理的比例?
題為物業可負擔<br />即租金仍是佔收入合理的比例?<br />價值投資者https://www.blogger.com/profile/01682303752755879971noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-72310307024586726842016-05-25T14:32:56.149+08:002016-05-25T14:32:56.149+08:00好吧,就等你回來再決定吧,謝謝!好吧,就等你回來再決定吧,謝謝!Anonymoushttps://www.blogger.com/profile/03005702133899489026noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-62898022444308797142016-05-25T14:00:54.713+08:002016-05-25T14:00:54.713+08:00謝謝你的支持,因為要外出,還未決定時間。謝謝你的支持,因為要外出,還未決定時間。巴黎https://www.blogger.com/profile/09026111255713306999noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-34202913433414329802016-05-25T13:59:53.790+08:002016-05-25T13:59:53.790+08:00一到租金以外的考慮就是投機/投資的問題,
那要看個人的負擔能力。一到租金以外的考慮就是投機/投資的問題,<br />那要看個人的負擔能力。巴黎https://www.blogger.com/profile/09026111255713306999noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-16868554680166003802016-05-25T13:58:25.432+08:002016-05-25T13:58:25.432+08:00租金就是負擔。租金就是負擔。巴黎https://www.blogger.com/profile/09026111255713306999noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-48656712606374978152016-05-25T13:57:58.959+08:002016-05-25T13:57:58.959+08:00香港人唔習慣保養,越勤保養,費用應該是越低。香港人唔習慣保養,越勤保養,費用應該是越低。巴黎https://www.blogger.com/profile/09026111255713306999noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-8659440820712968762016-05-25T12:13:10.533+08:002016-05-25T12:13:10.533+08:00巴黎兄,這兩天比較有時間,所以看了你的第二本著作"在瘋狂貪婪時給自己創造一個價值投資的大時...巴黎兄,這兩天比較有時間,所以看了你的第二本著作"在瘋狂貪婪時給自己創造一個價值投資的大時代",當中確實有所獲益,也希望向你繼續請教,期待你6月的學習班能早日找到地方開班,期待中。Anonymoushttps://www.blogger.com/profile/03005702133899489026noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-78979109698497511342016-05-25T11:28:23.439+08:002016-05-25T11:28:23.439+08:00還未考慮資價格的上升及下降機會. 個人覺得這個才是考慮重點.
有很多SCENARIOS, 極端點: ...還未考慮資價格的上升及下降機會. 個人覺得這個才是考慮重點.<br />有很多SCENARIOS, 極端點: <br />甲樓價升兩成,乙股票價格不變, 甲有多 110 萬收益.<br />乙股票價格升兩成, 甲樓價不變, 乙多賺 30 多萬.<br />甲乙樓價股價齊趺兩成, 甲蝕110 萬 , 乙蝕30 多萬. 我相信做甲或做乙都要考慮自己對後市的預期及接受波動的能力.80後東昇https://www.blogger.com/profile/14268727599560042364noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-48766002197301096412016-05-25T09:25:10.514+08:002016-05-25T09:25:10.514+08:00怎去理解可負擔?怎去理解可負擔?價值投資者https://www.blogger.com/profile/01682303752755879971noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-67546008472026134842016-05-25T09:22:58.559+08:002016-05-25T09:22:58.559+08:00Hi,很喜歡這分析,簡單易明,也非常認同,特別現在的股息之高/樓租金回報之低,以往少有出現。
現在經...Hi,很喜歡這分析,簡單易明,也非常認同,特別現在的股息之高/樓租金回報之低,以往少有出現。<br />現在經常在新聞出現天價維修,而且樓也有折舊 (特別是新樓)。<br />巴黎兄有何看法?<br />一般會否有個大約數字(如租金的 5% -10%)來反映這方面影響?<br />Anonymoushttps://www.blogger.com/profile/00680995982895950257noreply@blogger.com