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Someone may be worrying trump trade protectionism. But let's think about it possible? 1 president try to change outcome of 20-30 years? Every one watching but watching mean no action, at least 1-2 years so earning visibility is clear. Will u hold stock for so long?
Moving factory which running 24 hr 5 days so easy to be done in 1-2 years? No so easy. Trump can ask ford to shift factory from Mexico back to USA but not so easy to ask gm to shift from China
Moving factory which running 24 hr 5 days so easy to be done in 1-2 years? No so easy. Trump can ask ford to shift factory from Mexico back to USA but not so easy to ask gm to shift from China
earlybird14 ( Date: 02-Mar-2017 17:17) Posted:
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This is my 2nd time buy hph trust after last selling before ex-d.
I avoid to buy hph trust because they have unhealthy distribution which give more than what they earn.
With such case, they will be forced to lower down dividend as expected since it is not sustainable and every time they lower, will suffer significant drop even though they distribute more than 10% luxury dividend.
Now they adjust to about 20hkcents with about 6% dividend which is same as what they earned as per past 2 years.
Then we know they will have extra cash for doing something else from depreciation.
If market can accept 6%, then know that this sustainable. Price will be supported. We have 10days price supported.
So now, who can deliver 6% among Sgx bluechips dividend?
I avoid to buy hph trust because they have unhealthy distribution which give more than what they earn.
With such case, they will be forced to lower down dividend as expected since it is not sustainable and every time they lower, will suffer significant drop even though they distribute more than 10% luxury dividend.
Now they adjust to about 20hkcents with about 6% dividend which is same as what they earned as per past 2 years.
Then we know they will have extra cash for doing something else from depreciation.
If market can accept 6%, then know that this sustainable. Price will be supported. We have 10days price supported.
So now, who can deliver 6% among Sgx bluechips dividend?
Morello ( Date: 02-Mar-2017 16:02) Posted:
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Up or down within 3 days will be known.
I of course support the historical low after 10 days holding
I of course support the historical low after 10 days holding
Entered a little. Current price stabilizing, potential to move up increasing
purely looking at dpu guidance of 20 to 23 hk cents for 2017 (vs dpu of 30.6 hk cents in 2016) which is a huge 25% drop, I will give this a miss for now. just using their lower guidance as a gauge of their confidence level...
Hutchison is still mr Li brand name, which has been with him for many years.
So just buy some, won't be wrong.
In fact, the price slowly up in past few weeks, a dividend ex-d pull price down to this level.
With sti bullish and one of the index component, sti want to go up further or sustain there, some bluechips which Chiong high has to move into correction and this baby who stay low for very long will be the one to compensate them and keep sti to stay above 3100
So just buy some, won't be wrong.
In fact, the price slowly up in past few weeks, a dividend ex-d pull price down to this level.
With sti bullish and one of the index component, sti want to go up further or sustain there, some bluechips which Chiong high has to move into correction and this baby who stay low for very long will be the one to compensate them and keep sti to stay above 3100
earlybird14 ( Date: 02-Mar-2017 09:28) Posted:
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After dropping from iPo 1 plus.
Now this range price in fact reflect a value of hph trust. Look at his book, the dividend has been adjusted till a level the cash flow is not burning which mean is a sustainable dividend so long as revenue don't fall too much.
So in overall in such bull market, at such price, if I am Li see my baby depreciated from 1 plus till 38.5, nobody want, he may want it back
Now this range price in fact reflect a value of hph trust. Look at his book, the dividend has been adjusted till a level the cash flow is not burning which mean is a sustainable dividend so long as revenue don't fall too much.
So in overall in such bull market, at such price, if I am Li see my baby depreciated from 1 plus till 38.5, nobody want, he may want it back
earlybird14 ( Date: 02-Mar-2017 09:23) Posted:
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Time to buy. After all bluechips pump up high. Their correction need other bluechips to cover. Hph trust will be in play.
Li KS may do a 2nd listing in HK or Shanghai exchanges.
The business man priced goodwill 19bil hk higher and list in Sgx. 2 year later wrote it off. The divestment that time was to support his little son business
That time sg gov and Sgx were so happy but In fact hkse don't allow them to list at such iPo at such price then they come here.
That time sg gov and Sgx were so happy but In fact hkse don't allow them to list at such iPo at such price then they come here.
junction ( Date: 01-Mar-2017 17:44) Posted:
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After looking deeper at your view.. I sure you are right... if buying large amount it more sensible to buy USD
HB8289 ( Date: 01-Mar-2017 17:46) Posted:
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I think conversion may lose out . especially usd is high now . If below 1.3 can consider but now 1.47 is on high side this my personal view only
earlybird14 ( Date: 01-Mar-2017 16:34) Posted:
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It is a minot nuisance at retailers expense. The majority owner better take it private and list it in HK. But then this shrewed businessman will offer very low and sell very high one leaving nothing for the buyer/s
Morello ( Date: 22-Feb-2017 20:52) Posted:
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Based on trading volume, I think should go usd hph.
HB8289 ( Date: 01-Mar-2017 16:30) Posted:
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ya q @ 0.535Cts
Still have time to accumulate. :)
the fun begins when a counter listed on the sgx quotes its shares in US currency and gives dividends in HK currency
HB8289 ( Date: 22-Feb-2017 19:58) Posted:
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Yup....
HB8289 ( Date: 22-Feb-2017 19:58) Posted:
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I wonder what the different between the SGD and US currency counter .Personally I feel is the same just using the conversion 1.47++ correct me if I am wrong
yield wud b about 7.3% ...assuming bot at low of 38 and dpu of 22 hk cents in 2017...not bad