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HUTCHISON PORT TRUST -HIGHEST YIELD AT ROCK BOTTOM Post Reply Rate topic
JohnnyC370 Member	08-May-2015 12:19        JohnnyC370 About Contact  Quote this Post!
x 0   x 0  Alert Admin	I have watched Chip Eng Seng' s behaviour for over 5 years and this is one stock that makes big moves with its fundamentals over the long run. I made the mistake of buying and selling it within 3 months when it was 34cents, only to see its value double. Short term, I have invested in many companies where it goes underwater for long periods of time only to jump in value in a matter of 1-2months and comeback with 25-30%. Vast market is played by ppl who don' t know or research enough about the companies they buy. Short run, the stock market is a voting machine, long run, it is a weighing machine. CES is a heavy-weight and price goes down, I just buy more :)
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bishan22 Supreme	30-Apr-2015 12:00        bishan22 About Contact  Quote this Post!
x 0   x 0  Alert Admin	good return of 6 c dividend for last year. Hard to come by........ Qanghoo      ( Date: 30-Apr-2015 11:52) Posted: If u look at many stocks, the drop after going x tend to be > div amt.  Is the spore mkt in a perculiar situation?  Just wonder why anyone ever invests for div.  buy after div usually cheaper if you think prospects over next 12 mths are good.  Maybe more rewarding that way.    N for reits, save on some tax as well.  daffytlh      ( Date: 30-Apr-2015 11:45) Posted: Drop more than dividend amt...argh.
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Qanghoo Supreme	30-Apr-2015 11:52        Qanghoo About Contact  Quote this Post!
x 0   x 0  Alert Admin	If u look at many stocks, the drop after going x tend to be > div amt.  Is the spore mkt in a perculiar situation?  Just wonder why anyone ever invests for div.  buy after div usually cheaper if you think prospects over next 12 mths are good.  Maybe more rewarding that way.    N for reits, save on some tax as well.  daffytlh      ( Date: 30-Apr-2015 11:45) Posted: Drop more than dividend amt...argh.
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daffytlh Veteran	30-Apr-2015 11:45        daffytlh About Contact  Quote this Post!   Mood:
x 0   x 0  Alert Admin	Drop more than dividend amt...argh.
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edwinjup Supreme	30-Apr-2015 11:25        edwinjup About Contact  Quote this Post!
x 0   x 0  Alert Admin	Xd daffytlh      ( Date: 30-Apr-2015 11:18) Posted: What happen to ces today? Share px drop so much!
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daffytlh Veteran	30-Apr-2015 11:18        daffytlh About Contact  Quote this Post!   Mood:
x 0   x 0  Alert Admin	What happen to ces today? Share px drop so much!
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victortan Elite	26-Apr-2015 22:19        victortan About Contact  Quote this Post!
x 0   x 0  Alert Admin	sory typo erroe, their 900m debt is up , one year from now, if i am not wrong.
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victortan Elite	26-Apr-2015 22:18        victortan About Contact  Quote this Post!
x 0   x 0  Alert Admin	http://thefinance.sg/2015/04/25/chip-eng-seng-sold/ The above blog is braging that CES debt is high and he feel so uncomfortable that he need to sell, and he too sound like as though those at valuebuddies who are anti CES are genuine cases(actually to me nothing but of envy) I think iot is not a question of high debt, it is a question how well their project are selling. And in this area, CES is doing exceptionally fine. And with that, i do not think it has problem with repayment, and that is only after 1 tr from now.
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Lionel84 Member	02-Apr-2015 23:08        Lionel84 About Contact  Quote this Post!
x 0   x 0  Alert Admin	http://infopub.sgx.com/Apps?A=COW_CorpAnnouncement_Content&B=AnnouncementToday&F=CV3LZ7D1N9H1158E&H=10fce740b21f53b569b687df7daecf603b8c92269540bca8f5754eba9d1b2aca#.NextInsight.net Surreyian      ( Date: 02-Apr-2015 22:24) Posted: How do u know its share buy back?
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Surreyian Member	02-Apr-2015 22:24        Surreyian About Contact  Quote this Post!
x 0   x 0  Alert Admin	How do u know its share buy back?
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edwinjup Supreme	31-Mar-2015 10:03        edwinjup About Contact  Quote this Post!
x 0   x 0  Alert Admin	Before xd should go higher.... victortan      ( Date: 31-Mar-2015 09:40) Posted: Hi forexchan n Lionel84 btw, i think CES still can go higher, how high? i do not know, wait a while first before u take action. Hopefully after XD it still got leg.
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victortan Elite	31-Mar-2015 10:01        victortan About Contact  Quote this Post!
x 0   x 0  Alert Admin	https://sg.finance.yahoo.com/news/swanky-apartments-register-significant-losses-auctions-023743815--sector.html http://www.knightfrank.com.sg/resources/pdfs/auction-listing-for-the-month-of-march-2015--amended.pdf 2nd link, show there is a unit at Alexandra C, up for auction.
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victortan Elite	31-Mar-2015 09:40        victortan About Contact  Quote this Post!
x 0   x 0  Alert Admin	Hi forexchan n Lionel84 btw, i think CES still can go higher, how high? i do not know, wait a while first before u take action. Hopefully after XD it still got leg.
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victortan Elite	31-Mar-2015 09:36        victortan About Contact  Quote this Post!
x 0   x 0  Alert Admin	if buyer of properties is more that price should go up. But it is gg dwn, show it is bad. And the purpose of coming here is to seek opposite view, to enable us to arrive at a conclusion, If we come here to seek the same opinion or hope that people talk good about, especially white lied just to gain popularity, we learn nothing. We should be ready for opposite view, that will help us to make better decision, of course , those must be supported by fact, not shooting blank bullet. thank you Lionel84      ( Date: 31-Mar-2015 09:23) Posted: me too in Lian Beng n CES, seems like we have similar judgement, haha More mortgage properties at auctions now, especially those luxurious ones, but I also read that ppl are quietly purchasing properties due to low prices now
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Lionel84 Member	31-Mar-2015 09:23        Lionel84 About Contact  Quote this Post!
x 0   x 0  Alert Admin	me too in Lian Beng n CES, seems like we have similar judgement, haha More mortgage properties at auctions now, especially those luxurious ones, but I also read that ppl are quietly purchasing properties due to low prices now
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victortan Elite	31-Mar-2015 09:12        victortan About Contact  Quote this Post!
x 0   x 0  Alert Admin	BTW,, honest discussion is good. I thnak you all for all the feedback, The more the info the better for us ti share.
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victortan Elite	30-Mar-2015 22:46        victortan About Contact  Quote this Post!
x 0   x 0  Alert Admin	Just last week, i read in the business times that mortgage properties for auction has double. That is bad sign enough for invester to be wary of property counter no matter how good fundamental they may has. anyway, just dont get work up because i say this, let watch closely and take action as it go, guessing and forcasting is perilous, what i say is what i read about from media. I not make it up. just be safe than be sorry, when all hell broke losse, a counter can drop like a stone giving us no time to run. good luck to all ..vested.
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Qanghoo Supreme	30-Mar-2015 22:34        Qanghoo About Contact  Quote this Post!
x 0   x 0  Alert Admin	Actually, the difference between now n 2004-07 is that now we are starting at a very low interest-rate base.  A lot of people had taken loans over the last few yrs at < 1% pa.  As rates rise, their loan servicing costs will increase.  If there are some foreclosures (though I think there will not be many), this might have an impact in keeping property px low n eroding developers' margins.  On the other hand, in 2004, local interest rates were not going up.  That was probably because we were coming down from a high base after the Asian financial crisis.  I had posted earlier that in my own case, I had taken a  housing loan at 3.9% in 2000, n over time, this has come down to 1%+ (fixed rate).  As for CES, rising interest rates is  likely to have a more  limited impact on them than some other developers as they have quite a lot of ' goods'   already sold n waiting for TOP only.  Even the Fulcrum which has many unsold units, it may now have an attractive selling pt in that the recently announced TEL is  anchoring a stn right at its doorsteps.  On top of this, it has other promising revenue streams from Down Under.  Part of the problem down here  is that our so-called  analysts tend to over generalise the impact of a rise in interest rates to be affecting all property-related counters.  Look at Roxy Pacific, for example.  Ten continuous yrs of record profits n with almost 1 bil in revenue all sewn up up to 2017.  Yet the px  seem to be  languishing worse than before. Lionel84      ( Date: 30-Mar-2015 21:36) Posted: yup, I' m just stating an observation. i did not predict whether properties will be going up or down for your info, US debt has already hit trillion in the 80' s and nvr look like decreasing. In 2004, the fed rate was around 1%, and then a steep rise till 5% in 2 years, property stocks did not took dive, but most of them on a uptrend instead of course, increasing rates means bad news for mortgage loans, even a 10 year old knows that. Hopefully, the stock market would be so easy to predict as a 10 year old can )   victortan      ( Date: 30-Mar-2015 20:33) Posted: If you compare 2004, and current, u are far far wrong, nvr compare. 2004 US debt is not unlike nw, trillion . u cannot compare in this manner. Right nw, rate is nearest to zero, unlike 2004. so right now, if rate start to rise, slowly say to 2.5% a yr or maybe a yr half form nw it is gg tro be serious, lot of property gg to go under the hammer. a loan would virtually more than double,  Now of course there is no panic, wait till 11 hours will be too late. Don' t wait till the party end. If you cannot become bliionaire , it is alright, better than you lose money till become bankrupt, better safe than sorry, we can always wait for opportunity so long if they hv capital,  Protect yr capital,
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Lionel84 Member	30-Mar-2015 21:36        Lionel84 About Contact  Quote this Post!
x 0   x 0  Alert Admin	yup, I' m just stating an observation. i did not predict whether properties will be going up or down for your info, US debt has already hit trillion in the 80' s and nvr look like decreasing. In 2004, the fed rate was around 1%, and then a steep rise till 5% in 2 years, property stocks did not took dive, but most of them on a uptrend instead of course, increasing rates means bad news for mortgage loans, even a 10 year old knows that. Hopefully, the stock market would be so easy to predict as a 10 year old can )   victortan      ( Date: 30-Mar-2015 20:33) Posted: If you compare 2004, and current, u are far far wrong, nvr compare. 2004 US debt is not unlike nw, trillion . u cannot compare in this manner. Right nw, rate is nearest to zero, unlike 2004. so right now, if rate start to rise, slowly say to 2.5% a yr or maybe a yr half form nw it is gg tro be serious, lot of property gg to go under the hammer. a loan would virtually more than double,  Now of course there is no panic, wait till 11 hours will be too late. Don' t wait till the party end. If you cannot become bliionaire , it is alright, better than you lose money till become bankrupt, better safe than sorry, we can always wait for opportunity so long if they hv capital,  Protect yr capital, Lionel84      ( Date: 30-Mar-2015 15:21) Posted: correct me if I' m wrong, in 2004 when fed started to raise interest rates, I don' t see property counters dipping
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victortan Elite	30-Mar-2015 20:37        victortan About Contact  Quote this Post!
x 0   x 0  Alert Admin	U can play along, but with a trailing stop to protect yr profit or capital. Sometime, we can nvr say, the stock px is held or push up for a purpose for BB to distribute. I believe this counter still got lot more upside, wait till it corss 1$, then we observe. It could go higher, then sell , hopefully be then we have the benefit of the dividend too, Lionel84      ( Date: 30-Mar-2015 15:21) Posted: correct me if I' m wrong, in 2004 when fed started to raise interest rates, I don' t see property counters dipping
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