2019年第4個星期總結

延續今個月升勢, 成堆REITS及高息股繼續升, 跟住星期一778出業績, 就咁睇唔會派息有咩驚喜, 但都係等埋先知

美股就星期初下跌之後就升返, 科網股就下星期出業績, 睇下能否beat the expect

==

新加坡 / 香港

(業績)

18/1: ND8U 保持SG$0.024 派息, 現價$1.45, 派率約6.6%, 穩定但未必有好多增長 - details 

21/1: M44U (add 20190121: DPU: SG$0.02002, Vs $0.01907, 5% increment quarterly, expected whole yr interest=$0.0792, interest rate=0.0792/1.34=5.91%) - details

22/1: ME8U (add 20190122: DPU: SG$0.0307, Vs $0.0288, 6.6% increment quarterly, expected whole yr interest=$0.1215, interest rate=0.1215/1.98=6.14%) - details

23/1: N2IU (this quarter $0.0233 VS 0.023, 1.3% increment, expected whole yr interest=$0.0913, interest rate=0.0913/1.77=5.16%) -  details

C38U - (whole year interest: $0.115, interest rate=0.115/2.36=4.87%) - details

24/1: BUOU - details (用澳元計價派息多左, 但用坡紙計價就減左息, 就係傳說中既currency risk)

25/1: RW0U - (this quarter $0.01927, expected whole yr interest=$0.07661, interest rate=0.07661/1.23=6.23%) - details

大部份業績都係預期之內, 四隻MapleTree REITS 就先行抽左上去, 變左息率某程度上無咁吸引, 但都有約5-6%左右, 相對美元定期息率仲要係高啲

自己睇另外有四隻REITS也不錯, 會持續留意一下: AJBU, T82U, C61U, J69U

業績預告 

28/1: 778 / F25U 

30/1: A17U 

1/2: AU8U

Feb: 435, 331, 405
March: 808, 1997, 2388
Apr: 900
June: 823
July: 1373

==

(美股/歐股)業績公佈:

XLNX 抽左上去, 啲人講到2019年既XLNX就好似2016既NVDA咁升, 信不信就有你了

ERICSSON 就例牌出業績前股價壓低, 業績後股價抽升, 仲要有5G概念, 所以都係無得輸啲FRIEND黎, 不過唔夠nokia 破頂勁

另外德國隻Wirecard 今個月升得好快下, 似乎佢係中國同啲公司合作有出信用咭有關, 市值細增長前景大啲, 可能短期有望跑贏Visa, Mastercard

業績預告  (update-20190126) 
29/1: AAPL, ALGN
30/1: MSFT, FB, V, NOW, BABA, TSLA

31/1: NOK, AMZN, MA

4/2: GOOG
5/2: DIS, EL 

6/2: NVDA

7/2: TWTR

13/2: NTAP

25/2: WDAY
26/2: CRM

13/3: Adidas
14/3: ADBE
20/3: NKE

4/4: Wirecard