執鞭之士: 新鴻基換中電

沽出存放在中央結算餘下的新鴻基（16），所得資金再加少許購入中電（2）

帳面計，今天沽出的新鴻基連派息有18%利潤。

賣早半天收少幾萬😤🤬失敗之作🤪😭

新鴻基

根據以下明報資料，估計今年新盤銷售收益增長7.5%，全年派息應該同往年一樣。

https://finance.mingpao.com/fin/dailyp/20221208/1670436962057/

放寬炒一浸，最後都要睇公司盈利，估計和往年差不多，收咗錢先再算，免得夜長夢多！

中電控股

中電控股今年跌得咁慘，主因只有兩個，美國加息，澳洲業務蝕本。

網上查看澳洲電力批發價較往年高企，Energy Australia 七月至今再沒有發生非正常維護情況（計劃之外）停機而下線，因此不需要在批發市場上購買昂貴電力供應給用戶。

以下是澳洲批發電價資料，批發電價維持高位，來年電費雙位數字加幅，未來收入正面。

https://www.aer.gov.au/wholesale-markets/wholesale-statistics/annual-volume-weighted-average-30-minute-prices-regions

https://www.aer.gov.au/wholesale-markets/wholesale-statistics

Retail electricity prices are expected by rise by 50 per cent over the next two years, dealing households and businesses another cost-of-living blow.

Treasury has assumed in the federal budget that retail power prices will increase by an average of 20 per cent nationally in late 2022, and a further 30 per cent in 2023/24.

https://7news.com.au/politics/aussies-hit-with-another-cost-of-living-blow-as-power-prices-tipped-to-rise-by-50-per-cent-c-8657366

“Next year, using the current market prices, tariffs are going up a minimum 35 per cent,” Alinta Energy chief executive Jeff Dimery told the summit in Sydney, with no disagreement from Origin Energy and EnergyAustralia.

https://www.afr.com/companies/energy/electricity-prices-tipped-to-rise-at-least-35pc-in-2023-20221010-p5boif

根據部份分析員盈利預測，2023應該不差，就算打五折，都有150%增長。