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20210721 PACB和月派息Reits

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昨晚大市終於反彈一下,當然大型科技股的納指100其實本就跌唔多,不代表就此轉好。重點留意業績及美國債息,特別如10年、30年債,都是那句我不看淡。今日先講講PACB同Reits

PACB昨天一連串新聞

1.Pacific Biosciences: Agreement Entered to Sell About 11.2 Million Shares at $26.75 a Share in Private Placement

2.Pacific Biosciences of California Inc. said its preliminary revenue for the second quarter is about $30.5 million, up about 78% from the year-ago period.

3.Pacific Biosciences and Invitae Announce Intent to Expand Collaboration

4.Pacific Biosciences to Buy Omniome for About $800 Million

第2點來說,其實比上一季29M好少少,最重要是第3和4點,

收購Omniome新聞到咁寫,When the merger closes, we believe PacBio will be uniquely positioned as the only company with both highly accurate long-read and short-read sequencing platforms. The integration of these complementary technologies will enable PacBio to dramatically expand its market opportunity for sequencing in novel ways, providing more value to customers across the broadest spectrum of applications.

加埋一齊咁寫,The expansion of the collaboration is expected to add the short read sequencing technology enabled by Sequencing by Binding (SBB) chemistry upon close of PacBio’s proposed acquisition of Omniome, and contingent upon PacBio’s and Invitae’s agreement of associated terms. Omniome’s novel and highly differentiated sequencing technology promises significant improvement in raw base accuracy over traditional next generation sequencing products enabling the potential for more precise and sensitive molecular diagnostics. PacBio and Invitae intend to work together to leverage the improved accuracy and sensitivity of SBB chemistry to further advance cancer diagnostics and pathogen detection. Additionally, the parties intend to work together to explore novel methods of integrating SBB chemistry with PacBio’s HiFi genomes.

這收朋正正當日ILMN想收購PACB實現的事情,成為highly accurate long-read and short-read sequencing platforms,如今在PACB實現,再加埋和NVTA合作,公司發展藍圖就好明顯,也大約知點解軟銀當日投這兩家公司,當然股價昨天先跌後彈,這些都是長遠野不是一揮而就,不要盲好看好就買就可了,雖然自己都睡前吸番一些。

另一樣是提提組合的Reits,首先講講收息不是我重點,因始終打了7折。而係Reits始終低息環境下,如果行業穩定仍然向上,股價仍是有可為,我揀了三間月派息類的STAG O LAND,都是相定穩定有發展,大家如果有興趣投資Reits可看看其物業組合,例如O都是做街坊生意為主,佔最多是12%便利店,之後8%左右是藥房…而STAG我相對更看好,今年升幅不錯,網購電商需要倉庫…其實不少Reits是6%或以上息率,但股價一直向上…其實不少好公司在其中,有一定防守同增值力

市不算好,就更小心地打~

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Ten Bagger

2000年開始投資香港股票,2013年開始在網絡分享投資,雪球大V,Ten-Bagger,之後亦有在Blogger及Facebook分享,2019年轉戰美股

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