匿名 提到...
I heard that some people shift to Tsueng Kwan O after Island East goes beyond their budget, as Tseung Kwan O MTR is only a few stops from Taikoo Shing and half an hour from Central.
Can we view this as a long term positive driver for Tseung Kwan O ?
回應:
散仔雖然唔知道有幾多人是從港島東遷往將軍澳，但散仔觀察到將軍澳區的人流（社群）已經出現質的變化．港島東的遷移是其一個因素．
基於社群聚居的特性，如果無其他特別因素（如堆田區擴充），會繼續吸引承擔能力較高的社群進駐該區，這種質的變化並不會停下來，所以長遠是利好的．（從競爭角度來看，這點反而對沙田區是利淡．）
至於將軍澳區的升值幅度會否高於大市，因新供應與人流變化兩大因素出現矛盾，散仔仍然未有結論，但感覺上是偏好的．
今日散仔為將軍澳再加多個預測：將軍澳區內將以地鐵站再劃分為不同的市區群，可能出現寶琳站的社群承擔能力較低，調景站的社群承擔能力較高的情況．而這因素會繼而影響地鐵站鄰近屋苑的樓價表現．
所以，投資將軍澳，需要再揀選地鐵站，從而獲得理想的回報．
散仔絶對是個貪方便之人．如果價格合適，散仔都會在將軍澳置業作自住用途．
6 則留言:
TKO vs Shatin
TKO--more like growth stock cos:1)more young couples/family moving in
2) more new community/facilities to be build--attract more M class
3) Away from lousy urban area yet only 30minutes to HK island
For investment point, it could be another growing shatin just like some 20 yrs ago. But it won't be easy to find a good purchase(discount) because the price are all transparent
Shatin or Meifoo both well developed and has less or NO room to upgrade or expansion, I don't understand why they enjoy a premium over TKO, probably due to " famous
school"effect? They are more like old value stocks yet loosing growth momentum.
@ same net rent return, say 3-4%, growth is better than value, right?
你二人一個說沙田較好，一個說沙田會比較差(比將軍澳)，到底誰才是對的呢？我這個想投資而又唔識分析樓市的過客，真的糊途了！請多指教並請看︰http://hk.myblog.yahoo.com/fred-lau
回應匿名,
不要誤會,散仔唔係話沙田差,只係散仔觀察到將軍澳的變化.周五會講詳細少少.
回應soros,
周五回覆.
Thank you你解答。
tko堆田區既問題你點睇? 佢實宜家己經有好多人發現嗅味好嚴重... 將多越多垃圾，嗅味一定仲勁，首都會第一個最差既地方。
你自己點睇tko ? 政府之前己經話可以加大堆田區了...
地方與政府的角力,結果難料.世事往往不是一面倒.
如果堆田區繼續擴充,會減慢人流變化的速度.
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