HPH Trust USD
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HUTCHISON PORT TRUST -HIGHEST YIELD AT ROCK BOTTOM
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Containers line up at China ' s sea ports, showing foreign consumers &rsquo appetite for Chinese goods
danger ( Date: 10-Feb-2021 10:15) Posted:
LATEST !!! 10 the FEB 2021
A massive line-up of containers at Yantian Port in Shenzhen, South China ' s Guangdong Province, has reached its limits and led to serious congestion there.
The port, which handles one-third of Guangdong ' s foreign trade shipments and one-quarter of China ' s exports to the US, said that slow operations of foreign ports amid the COVID-19 pandemic and earlier shipment of exports ahead of the Spring Festival caused the backlog.
Since Wednesday, vehicles have been lining up to enter the port and return containers. A trailer driver surnamed Hou who has delivered containers at the port for years said that it took nearly 10 hours to return a container on Saturday.
In a Thursday statement sent by Yantian International Container Terminals (Hutchison Ports Yantian) to the Shenzhen Container Trailer Association, obtained by the Global Times, the terminal said that nearly 300,000 containers have been stockpiled at the port, hitting a record high with the stockpiling density reaching its limit !!
Yantian port mainly serves routes to Europe and the US.
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LATEST !!! 10 the FEB 2021
A massive line-up of containers at Yantian Port in Shenzhen, South China ' s Guangdong Province, has reached its limits and led to serious congestion there.
The port, which handles one-third of Guangdong ' s foreign trade shipments and one-quarter of China ' s exports to the US, said that slow operations of foreign ports amid the COVID-19 pandemic and earlier shipment of exports ahead of the Spring Festival caused the backlog.
Since Wednesday, vehicles have been lining up to enter the port and return containers. A trailer driver surnamed Hou who has delivered containers at the port for years said that it took nearly 10 hours to return a container on Saturday.
In a Thursday statement sent by Yantian International Container Terminals (Hutchison Ports Yantian) to the Shenzhen Container Trailer Association, obtained by the Global Times, the terminal said that nearly 300,000 containers have been stockpiled at the port, hitting a record high with the stockpiling density reaching its limit !!
Yantian port mainly serves routes to Europe and the US.
yeah the year of the RAT this is the cheapest blue chip now in revival
Year of the Ox this blue chip although cautiously yet in good position to face a post-covid RCEP momemtum and a faded Trump
We are currently at a
2-year revival of 25cts heading towards next revival @28cts to look forward to......dun know if shorts are covering or not???
sure.can.work ( Date: 10-Feb-2021 09:20) Posted:
In this kind of economic condition...even DBS gets affected and only give out annual div of 0.87, @ 26.00 today price, that' s like 3% nia....so HPHT should worth much more.....HPHTused to be index stocks....imagine if they readmitted....all the funds boh pian must buy...we will be sitting on pretty paper gain then.....this is one of the cheapest bluechip i am reconning, for me, no 0.4 no sell  |
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LAI LIAO !!! MASSIVE FEW MILLIONS BUY UP AT 24.5c IN 1 SCOOP !!
In this kind of economic condition...even DBS gets affected and only give out annual div of 0.87, @ 26.00 today price, that' s like 3% nia....so HPHT should worth much more.....HPHTused to be index stocks....imagine if they readmitted....all the funds boh pian must buy...we will be sitting on pretty paper gain then.....this is one of the cheapest bluechip i am reconning, for me, no 0.4 no sell
THE BUY VOLUME IS PILING UP FAST
risk reward supported those who went in last year
believe dyodd has been an understatement in this thread
sure.can.work ( Date: 10-Feb-2021 08:45) Posted:
Every stock is a good stock if the entry price is right, really feel sorry for peolpe who got it during IPO, obviously the risk reward will not be as good as people who got in last year or even last week, people need to do own due deligent, don' t buy just based on forumer say buy...like that sure tio burn like to Wallstreebets fellas
WiseInvestor ( Date: 10-Feb-2021 00:23) Posted:
Pls note that so far, every year HPHT has been paying out dividends than what it actaully earns since its IPO. Other Trusts except REITS practiced the same. Investment properties are not depreciatable.
Dividend payouts is based on its free cash flow rather than its actual earning. This point to non-cashflow depreciation of about HK3 billion dollars every year. As you know it is NAV of 50 cents, this include fixed assets like land rights, port equipments as a main component of assets subject to annual fixed depreciation. We have made use of NAV of 50 cents by way of partly capital distribution. Depreciation is a nature of captial distribution |
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The input with credible substance by larryhoo and WiseInvestor and the daily input with powerful form by danger, JerryMaple and a Starship hovering above both substance and form.......the shorts need to fear the trend here with both substance and form building up....
Si Suay say.
danger ( Date: 10-Feb-2021 08:40) Posted:
OMG !!! PRIVATIZATION SOON ??!!!
Tele1727 ( Date: 10-Feb-2021 08:39) Posted:
| Pre-open 5,608lots married deal at USD$0.241. |
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Every stock is a good stock if the entry price is right, really feel sorry for peolpe who got it during IPO, obviously the risk reward will not be as good as people who got in last year or even last week, people need to do own due deligent, don' t buy just based on forumer say buy...like that sure tio burn like to Wallstreebets fellas
WiseInvestor ( Date: 10-Feb-2021 00:23) Posted:
Pls note that so far, every year HPHT has been paying out dividends than what it actaully earns since its IPO. Other Trusts except REITS practiced the same. Investment properties are not depreciatable.
Dividend payouts is based on its free cash flow rather than its actual earning. This point to non-cashflow depreciation of about HK3 billion dollars every year. As you know it is NAV of 50 cents, this include fixed assets like land rights, port equipments as a main component of assets subject to annual fixed depreciation. We have made use of NAV of 50 cents by way of partly capital distribution. Depreciation is a nature of captial distribution.
Starship ( Date: 09-Feb-2021 19:07) Posted:
So, HPHT has been paying out more dividends than what it actually earns!!!!!! 
So the company is actually leaking money every year.  
2021/02/09 09:42
CKH HOLDINGS' s Singapore-listed Hutchison Port Holdings Trust (HPH Trust) announced that net profit was HK$831 million for the year ended 31 December 2020, 57.4% above last year. Earnings per unit was HK9.54 cents.
Distribution per unit was HK7.7 cents for the second half of 2020, against HK5 cents in the previous fiscal year. Annual distribution per unit equaled HK12 cents, against HK11 cents in the previous fiscal year.
http://www.aastocks.com/en/stocks/news/aafn-con/NOW.1075350/latest-news |
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OMG !!! PRIVATIZATION SOON ??!!!Tele1727 ( Date: 10-Feb-2021 08:39) Posted:
Pre-open 5,608lots married deal at USD$0.241.
danger ( Date: 10-Feb-2021 06:29) Posted:
FY20 net profit of HK$831m (+57% y-o-y) was 54% above our expectations as throughput volumes were very strong in 4Q20. DPU of 12 HKcts was also 33% above our expectations
We believe HPHT can sustain this level of higher profitability given its lower cost base and debt levels
Room for DPU to be increased given HPHT&rsquo s higher level of earnings and much lower gearing
Maintain BUY with a raised TP of US$0.32 |
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Pre-open 5,608lots married deal at USD$0.241.
danger ( Date: 10-Feb-2021 06:29) Posted:
FY20 net profit of HK$831m (+57% y-o-y) was 54% above our expectations as throughput volumes were very strong in 4Q20. DPU of 12 HKcts was also 33% above our expectations
We believe HPHT can sustain this level of higher profitability given its lower cost base and debt levels
Room for DPU to be increased given HPHT&rsquo s higher level of earnings and much lower gearing
Maintain BUY with a raised TP of US$0.32 |
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FY20 net profit of HK$831m (+57% y-o-y) was 54% above our expectations as throughput volumes were very strong in 4Q20. DPU of 12 HKcts was also 33% above our expectations
We believe HPHT can sustain this level of higher profitability given its lower cost base and debt levels
Room for DPU to be increased given HPHT&rsquo s higher level of earnings and much lower gearing
Maintain BUY with a raised TP of US$0.32
Pls note that so far, every year HPHT has been paying out dividends than what it actaully earns since its IPO. Other Trusts except REITS practiced the same. Investment properties are not depreciatable.
Dividend payouts is based on its free cash flow rather than its actual earning. This point to non-cashflow depreciation of about HK3 billion dollars every year. As you know it is NAV of 50 cents, this include fixed assets like land rights, port equipments as a main component of assets subject to annual fixed depreciation. We have made use of NAV of 50 cents by way of partly capital distribution. Depreciation is a nature of captial distribution.
Starship ( Date: 09-Feb-2021 19:07) Posted:
So, HPHT has been paying out more dividends than what it actually earns!!!!!!
So the company is actually leaking money every year.
2021/02/09 09:42
CKH HOLDINGS' s Singapore-listed Hutchison Port Holdings Trust (HPH Trust) announced that net profit was HK$831 million for the year ended 31 December 2020, 57.4% above last year. Earnings per unit was HK9.54 cents.
Distribution per unit was HK7.7 cents for the second half of 2020, against HK5 cents in the previous fiscal year. Annual distribution per unit equaled HK12 cents, against HK11 cents in the previous fiscal year.
http://www.aastocks.com/en/stocks/news/aafn-con/NOW.1075350/latest-news |
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Part 10 &ndash Dividend Play
How does Dividend Date Works?
Ex-Date : 17 Feb 2021
In simple term, buy the stock on 16 Feb or before. If you purchase a stock on its ex-dividend date or after, you will not receive the dividend payment.
Record Date : 18 February 2021 at 5.00 p.m.
Closing price will drop by 0.010 USD
E.g. 18 Feb 2021 closing price is 0.225 USD, 19 FEB 2021 opening price will be 0.215 USD
Below are 6 Ex-Dividend Date, All Records are based on Closing Price. Dividend Price has been priced in on Ex-Date And After Ex-Date percentage Calculation
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Minus 4 Day |
Minus 1 Day |
Ex-Date |
Plus 1 Day |
Plus 4 Day |
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4/8/2020 |
Dividend Price |
0.005548387 |
| Share Price |
0.103 |
0.103 |
0.103 |
0.102 |
0.102 |
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100.00% |
100.00% |
105.39% |
104.42% |
104.42% |
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17/2/2020 |
Dividend Price |
0.006451613 |
| Share Price |
0.153 |
0.158 |
0.149 |
0.150 |
0.146 |
| |
96.84% |
100.00% |
98.39% |
99.02% |
96.49% |
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31/7/2019 |
Dividend Price |
0.007741935 |
| Share Price |
0.213 |
0.218 |
0.209 |
0.204 |
0.183 |
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97.71% |
100.00% |
99.42% |
97.13% |
87.50% |
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19/2/2019 |
Dividend Price |
0.010941935 |
| Share Price |
0.237 |
0.242 |
0.228 |
0.228 |
0.223 |
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97.93% |
100.00% |
98.74% |
98.74% |
96.67% |
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27/7/2018 |
Dividend Price |
0.010993548 |
| Share Price |
0.261 |
0.251 |
0.247 |
0.242 |
0.242 |
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103.98% |
100.00% |
102.79% |
100.79% |
100.79% |
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9/2/2018 |
Dividend Price |
0.014322581 |
| Share Price |
0.356 |
0.351 |
0.323 |
0.327 |
0.332 |
| |
101.42% |
100.00% |
96.10% |
97.24% |
98.67% |
Conclusion, if you are looking to buy HPH and afraid of buying at high price.
The above figures shows that 5 out of 6 Ex-Dividend Date shows that you are only within 4% difference whether you buy before or after Ex-Date.
My Suggestion is to split your buying into 2 parts, buying once before Ex-Date and Once After Ex-Date so you average your price. There is no real formula of getting the right price. And if I can get it right, I go buy TOTO liao.
However, there is one way call value investing. When you invest in HPHT, you invest in a port business and you want to know the
1) Growth Plan ( Share Price got room for improvement? )
I have covered this topic many times, must go scroll on your own =D
2) Dividend Payout ( Net Profit can up some more anot? )
Net Profit 57% Better? If maintain, already one of the highest Paying Reits in SGX
Most importantly, if fundamental of the stock doesnt change, just HOLD and ride the wave up :)
Expect Profiters and shorters.
Average your way up.
larryhoo ( Date: 08-Feb-2021 23:31) Posted:
Part 9
| |
DBS Forecast |
HPHT Actual |
Performance (%) |
| Revenue |
11,195 |
10,705 |
-4.37 |
| Profit Before Tax |
2,574 |
2,730 |
6.06 |
| Profit to HPHT |
539 |
831 |
54.17 |
| Dividend Per Unit/Share |
1.16 US Cents = 0.090 HKD |
0.12 HKD |
33.33 |
| |
2020 1st Half |
2020 2nd Half |
Performance (%) |
| Revenue |
4,776.70 |
5,928.3 |
24.10 |
| Profit Before Tax |
919 |
1,811.1 |
97.09 |
| Profit to HPHT |
212.4 |
618.6 |
191.24 |
Outstanding Performance of 2020 2nd Half gives shareholder / Analyst the confidence of the growth of HPHT, based on the results, DBS should be giving its re-rating in due course as it out performance the DPU / Profit by great margin of more than 30% - 54%.
RCEP effect has yet to set in which is expected on 2nd half of 2021.
Based on my previous research, Container Port volume is still at breaking neck volume.
Fundamental remains intact, High Growth, High Dividends.
Chart is still projecting uptrend movement, with the same rate of growth, I expect to hit my first milestone of $0.38 USD ( Net Asset Value ) in 2021.
For Holders, let&rsquo s continue riding. For Profiters, we have our fair journey together and enjoy your profit while we sail on =D
I do expect up/down movement which is perfectly logical and I will take opportunity to load small amount every week when it hit low.
larryhoo ( Date: 03-Feb-2021 22:29) Posted:
Part 8 Review on DBS Report 1st Feb 2021 ( Re-Rating Is expected )
based on Data from Shenzhen Port Index that i took one by one
| Shenzhen Container Out Put |
| Month / Year |
2020 |
2019 |
2018 |
2017 |
2016 |
2015 |
| Dec |
2570 |
2180 |
Missing |
2162 |
Missing |
Missing |
| Nov |
2480 |
2150 |
2304.4 |
2102.8 |
2088.1 |
2053.9 |
| Oct |
2580 |
2120 |
2188.1 |
2145.7 |
1943.5 |
2007.5 |
| Sep |
2820 |
2300 |
2287.2 |
2456.9 |
2161.7 |
2163.1 |
| Aug |
2620 |
2340 |
2338.4 |
2284.8 |
2244.5 |
2274.3 |
| Jul |
2400 |
2270 |
2276.6 |
2347.7 |
2110 |
2102.2 |
| Jun |
2210 |
2180 |
2078.4 |
2088.9 |
1939.5 |
2026.4 |
| May |
1810 |
2090 |
2086.3 |
2155.3 |
2035.8 |
1927.5 |
| Apr |
1710 |
2080 |
1954.8 |
2016 |
1945 |
1875 |
| Mar |
1840 |
2050 |
1444.74 |
1924.1 |
1808.6 |
1658.4 |
| Feb |
1210 |
1600 |
1880.4 |
1359.9 |
1592.8 |
1856.4 |
| Jan |
2290 |
2410 |
2358 |
2163.9 |
2158.5 |
2160.6 |
| Total |
26540 |
25770 |
23197.34 |
25208 |
22028 |
22105.3 |
| YOY Growth (%) |
2.99 |
11.09 |
-7.98 |
14.44 |
-0.35 |
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| Shenzhen Container Out Put |
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| Month / Year |
2020 |
2019 |
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| Dec |
2570 |
2180 |
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| Nov |
2480 |
2150 |
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| Oct |
2580 |
2120 |
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| Sep |
2820 |
2300 |
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| Aug |
2620 |
2340 |
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| Jul |
2400 |
2270 |
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| Half Year |
17490 |
15379 |
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| YOY Growth (%) |
13.72651018 |
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Yantian Port volume grow substantially after Covid and Impact of RCEP is not added yet.
Half Year Data from 2019 to 2020, shows a 13.72% growth.
If the number stays the same without growth, it will hit above 30,000 for year 2021.
Please note that the numbers above are for the whole port, YICT usually does above 50% of the volume.
Re-Rating of DBS report will likely be happening when result is out.
Be a holder! Growth + Dividends Stock |
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As per the result.. inclusive of the dividend amount paid out last year.. FY 2020 the cash and cash equivalent ended even higher from hkd 6.99 billion last year to hkd 7.77 billion this year
The profit before tax is approx hkd 2.73 billion
Nett operating cashflow from operation is about hkd 4.485 billion... this is big money
Dividend payout for this FY is a mere hkd 670 million
HUAT !!!
So, HPHT has been paying out more dividends than what it actually earns!!!!!!
So the company is actually leaking money every year.
2021/02/09 09:42
CKH HOLDINGS' s Singapore-listed Hutchison Port Holdings Trust (HPH Trust) announced that net profit was HK$831 million for the year ended 31 December 2020, 57.4% above last year.
Earnings per unit was HK9.54 cents.
Distribution per unit was HK7.7 cents for the second half of 2020, against HK5 cents in the previous fiscal year.
Annual distribution per unit equaled HK12 cents, against HK11 cents in the previous fiscal year.
http://www.aastocks.com/en/stocks/news/aafn-con/NOW.1075350/latest-news
