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標題: Any body trade Australian shares - Qantas? [打印本頁]

作者: b4321 時間: 2006-8-25 12:57 標題: Any body trade Australian shares - Qantas?

I bought around 28000 shares@AUD2.95 around 1 month ago. Now it is being traded at
AUD3.52. It rises suddenly 2 days before its announcement of profit (which dropped 30%).
Sound strange to me. It'll give 1/2 year dividend of AUD0.11 by 30-Aug. It's abt 19% gain
in 1 month!

Anybody trade the AU share before? Should I take profit?

作者: dejavu2003 時間: 2006-8-25 15:51

引用:

原帖由 b4321 於 2006-8-25 04:57 AM 發表
I bought around 28000 shares@AUD2.95 around 1 month ago. Now it is being traded at
AUD3.52. It rises suddenly 2 days before its announcement of profit (which dropped 30%).
Sound strange to me. ...

I bought QAN on Feb 7 2005 @ $3.68. It did rise to $4.XX and I didn't take profit. The yield is pretty good and I have received dividends (fully franked) a number of times. I will treat it as a long term investment.

作者: b4321 時間: 2006-8-25 16:41

This share usually is being traded fm $2.X to $4.X range for years. But it rises too rapidly
within 1 month regardless of its profit is dropping 30% in last yr. So I have an impulse to
sell it for quick profit.

作者: dejavu2003 時間: 2006-8-25 16:54

引用:

原帖由 b4321 於 2006-8-25 08:41 AM 發表
This share usually is being traded fm $2.X to $4.X range for years. But it rises too rapidly
within 1 month regardless of its profit is dropping 30% in last yr. So I have an impulse to
sell it fo ...

I owned this share together with my broker friend in Melbourne. I'll ask his view on Monday, or for his brokerage's research report. But then, with the way oil price had been going, 30% drop isn't a bad result. There might be silver lining.

Are you a resident of Australia? The yield is pretty good, particularly with full franked dividend so to me, it a sound LT investment.

作者: b4321 時間: 2006-8-25 17:04

I am a citizen of AU. By claiming I am a non-resident (taxationally speaking, which I don't spend
more than 6 months in AU), I don't need to pay for any of the capital gain tax nor franked dividend.
Or, even the AU broker doesn't have my tax file number as my mailing address is in HK.

So, I am free to trade any of the AU shares, without worrying abt the heavy tax.

I don't worry much for the operation of QAN, but only the oil price. If oil raises to US$ 80 or US$ 100
per barrel, the additional freight oil surcharge should not be able to compensation the cost.

So on the opposite side, I also buy Woodside Petroleum (WPL).

作者: dejavu2003 時間: 2006-8-25 18:09

引用:

原帖由 b4321 於 2006-8-25 09:04 AM 發表
I am a citizen of AU. By claiming I am a non-resident (taxationally speaking, which I don't spend
more than 6 months in AU), I don't need to pay for any of the capital gain tax nor franked dividen ...

While you don't pay for any capital gains tax, you lose the benefit of the franking credit. But anyway, you just look at the straight dividend without factoring into the amount of benefit of the franking credit then.

I use my wife's account to trade and take advantage of the tax free threshold of
$6,000 per year, gain on the franking credit, but every year, I have to find something to dispose to realize the capital loss, to offset the gain and dividend income that we have.

作者: dejavu2003 時間: 2006-8-29 09:32

Qantas Research Report

[ 本帖最後由 dejavu2003 於 2006-8-29 01:35 AM 編輯 ]

作者: b4321 時間: 2006-9-1 03:48

Thks!

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