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新意網定美股Equinix好?一年回顧

差不多一年前,筆者寫了一篇文章介紹幾隻經營數據中心的美國房地產信託基金(REITs),並看中了其中的Equinix(EQIX),又把EQIX跟新意網(1686)比較,一年下來結果如何?

近一年,新意網的股價走得比EQIX快,我跌了眼鏡😅。

大家有興趣可以重溫這兩篇文章:

👉🏻 新意網還是美股Equinix好🤔
👉🏻 5間強勢數據中心REITs

去年5月我賣出了新意網,如果當其時沒有沽售,一直保留的話,一年下來回報超過五成,我又賺少了!不過,我最終也沒有買入EQIX,因為看上了一些小型科技股。


圖:新意網及EQIX股價表現(截至14/6/2021)

最近在通脹升溫下,REITs再獲注視,所以近期大家可以看到一眾的房產基金,多了一些動力,包括去年介紹過的幾隻數據中心REITs。


圖:數據中心REITs一年表現

新意網是新鴻基地產(0016)旗下的科技公司,主要營運數據中心服務,租戶包括大型的科技和電訊公司,也是香港最大的數據中心營運商。一直以來都是筆者喜愛的股份之一。早在2017年筆者定期檢閱的增長、高息股(港股)中,它一直都榜上有名,由創業版公司講到升呢成為主板公司,十年多前看上它,是因為它擁有大量現金,派息又豪爽,業務有前景,但由於大舉投資在數據中心,後期派息都減少了,再不能稱得上高息股,而是一隻增長股。

觸發筆者賣出新意網,主要因為香港的國安法落實了,預期外資撤走,所以對新意網信心打了折扣。一年下來, 有跡象顯示外資正逐步撤出香港,不過新意網股價仍有支持。投資講求安心,同時美股投資有不少選擇,所以暫時不再打算考慮這隻港股。

去年介紹過的5隻從事數據中心的REITS,Equinix的規模比較大,業務遍全球,屬於龍頭企業,連Netflix(Nflx)及思科系統(CSCO)等等都係佢客仔。一年以來表現也算不錯,雖然跑輸了大市,也跑輸了新意網,但隨著近月表現回勇,總回報(股價加股息)超過兩成半。

近幾個月,REITs動力加強,跑得比大市快,原因好簡單,一來經營數據中心的業務長線是被看好,二來,通脹升溫的話,收租股有條件加租來抗通脹,所以股份再受到注意。日後有機會的話再慢慢同大家分析REITs。
(15/6/2021)

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