HPH Trust USD
Last:0.197
-0.003
HUTCHISON PORT TRUST -HIGHEST YIELD AT ROCK BOTTOM
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201-220 of 4759
Accumulation for so long at 215 to 220, for today's breakout????
i was just replying to Danger' s statement.
Presently, it does not beat Reits easily.
Yes, We hope that we will ride on a recovery stock in the next 2 years.
JerryMaple ( Date: 09-Feb-2021 07:58) Posted:
Hmm..Cant factor in 1h 2020 performance as there are major lockdown across the world..We should likely take reference from 2h 2020..Can i say 2021 dividend should be at 15cents to 20cent hkd?Outlook seems better than reits now...Dividend yield accretive and capital appreciation on the line...V shaped recovery gogogo...Cheers all..Stay humble..
prophetjul ( Date: 09-Feb-2021 07:52) Posted:
| It does not beat all the Reits. There are quite a few Reits with yields of between 7 to 9+ |
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Last year when DPU was 1c lower ..HPHT was trading at USD 26 cents.. so this year higher DPU it should trade minimun USD 27cents and higher .. with RCEP prospect for H2 2021 not included yet
Every year like that. It's the tradition.
danger ( Date: 09-Feb-2021 08:18) Posted:
Too short time for investors to load
danger ( Date: 09-Feb-2021 08:02) Posted:
| REAL FAST.. HPHT GOES XD ON 17 FEB |
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Too short time for investors to load
danger ( Date: 09-Feb-2021 08:02) Posted:
| REAL FAST.. HPHT GOES XD ON 17 FEB |
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Should likely reinvest the dividend if the price trade sideways or even goes down..Make sure this money tree blossom again..Wait what?INVESTOR DESPISED THIS COUNTER due to previous bad record..WE LOAD CHEAP FOR V SHAPED RECOVERY!!!CHEERS!!JerryMaple ( Date: 09-Feb-2021 07:58) Posted:
Hmm..Cant factor in 1h 2020 performance as there are major lockdown across the world..We should likely take reference from 2h 2020..Can i say 2021 dividend should be at 15cents to 20cent hkd?Outlook seems better than reits now...Dividend yield accretive and capital appreciation on the line...V shaped recovery gogogo...Cheers all..Stay humble..
prophetjul ( Date: 09-Feb-2021 07:52) Posted:
| It does not beat all the Reits. There are quite a few Reits with yields of between 7 to 9+ |
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REAL FAST.. HPHT GOES XD ON 17 FEB
Hmm..Cant factor in 1h 2020 performance as there are major lockdown across the world..We should likely take reference from 2h 2020..Can i say 2021 dividend should be at 15cents to 20cent hkd?Outlook seems better than reits now...Dividend yield accretive and capital appreciation on the line...V shaped recovery gogogo...Cheers all..Stay humble..
prophetjul ( Date: 09-Feb-2021 07:52) Posted:
It does not beat all the Reits. There are quite a few Reits with yields of between 7 to 9+%
danger ( Date: 09-Feb-2021 06:53) Posted:
| currently the dividend yield at the lowest point still gives 7% yield... beat all the reits hands down and eyes closed |
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It does not beat all the Reits. There are quite a few Reits with yields of between 7 to 9+%
danger ( Date: 09-Feb-2021 06:53) Posted:
| currently the dividend yield at the lowest point still gives 7% yield... beat all the reits hands down and eyes closed |
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Yes， the DPU pick was hkd 51.2 in year 2012 . the Stock price at that time was around USD1 DOLLAR ！
danger ( Date: 09-Feb-2021 07:30) Posted:
Based on their normal dpu trend before trump.. it a massive sgd 7 cents pet share... or a massive 23% yield based on current share price
danger ( Date: 09-Feb-2021 07:27) Posted:
Even in 2018 the hkd 17.5cents is still considered low
As the norm before donald trump was around hkd 40 cents.. like back in 2013 and 2014.. hpht pay hkd 41 cents annually |
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Based on their normal dpu trend before trump.. it a massive sgd 7 cents pet share... or a massive 23% yield based on current share price
danger ( Date: 09-Feb-2021 07:27) Posted:
Even in 2018 the hkd 17.5cents is still considered low
As the norm before donald trump was around hkd 40 cents.. like back in 2013 and 2014.. hpht pay hkd 41 cents annually
Oldbird ( Date: 09-Feb-2021 07:13) Posted:
After yesterday HPHT year ended 2020 financial announcement, investors got to see the worst of its continuously super long 9 years DPU down trend is finally over ！ Year 2021 probably marks the begining of uptrend for its DPU and stock price！ Imo， if DPU for this year can rise to 17 hkd cents which is at 2018
level， we should expect HPHT stock price to hit above usd 33 cents soon before or after re-rating by stock analysts.
Vested dyodd |
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Even in 2018 the hkd 17.5cents is still considered low
As the norm before donald trump was around hkd 40 cents.. like back in 2013 and 2014.. hpht pay hkd 41 cents annually
Oldbird ( Date: 09-Feb-2021 07:13) Posted:
After yesterday HPHT year ended 2020 financial announcement, investors got to see the worst of its continuously super long 9 years DPU down trend is finally over ！ Year 2021 probably marks the begining of uptrend for its DPU and stock price！ Imo， if DPU for this year can rise to 17 hkd cents which is at 2018
level， we should expect HPHT stock price to hit above usd 33 cents soon before or after re-rating by stock analysts.
Vested dyodd |
|
After yesterday HPHT year ended 2020 financial announcement, investors got to see the worst of its continuously super long 9 years DPU down trend is finally over ！ Year 2021 probably marks the begining of uptrend for its DPU and stock price！ Imo， if DPU for this year can rise to 17 hkd cents which is at 2018
level， we should expect HPHT stock price to hit above usd 33 cents soon before or after re-rating by stock analysts.
Vested dyodd
currently the dividend yield at the lowest point still gives 7% yield... beat all the reits hands down and eyes closed
if cost and expenditures can be kept low in future.. DPU can be raise further upwards...
Currently the yield is about 7%
If dpu can go back to like previously 4c or higher.. so even share price 40c still gives yield of 10%
Gap 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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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 2
nd 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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| |
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| Shenzhen Container Out Put |
|
|
|
|
| Month / Year |
2020 |
2019 |
|
|
|
|
| Dec |
2570 |
2180 |
|
|
|
|
| Nov |
2480 |
2150 |
|
|
|
|
| Oct |
2580 |
2120 |
|
|
|
|
| Sep |
2820 |
2300 |
|
|
|
|
| Aug |
2620 |
2340 |
|
|
|
|
| Jul |
2400 |
2270 |
|
|
|
|
| Half Year |
17490 |
15379 |
|
|
|
|
| YOY Growth (%) |
13.72651018 |
|
|
|
|
|
| |
|
|
|
|
|
|
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!
larryhoo ( Date: 01-Feb-2021 13:10) Posted:
DBS UPDATE USD $0.270 on 1st Feb 2021
Screen shot taken
https://ibb.co/30tCmFk
If results better than report, we expect re-rating.
Will do a Part 8 Soon when i read finish the report |
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He kanna burnt by SIA today..Short my favourite airline...
danger ( Date: 08-Feb-2021 19:48) Posted:
| Uiop miss the boat or short kenna burn again |
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Uiop miss the boat or short kenna burn again
wiseinvestor still monitoring?
WiseInvestor ( Date: 04-Feb-2021 18:15) Posted:
| About 9.4M short position (shares) as at 1 Feb 2021 up from $6M last week. I think they shorted down to US 20 cents at lowest last week. |
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