HPH Trust USD    Last:0.2   -

HPT trust USD

Have been holding it since long time ago, only regret is never buy enough.

 

Being one of the main entry and exit point at the strategic Greater Bay area.....At 2.8B market cap nia....this one can be taken private easily if the BB wanted.....I buy big big more and put it under my pillow for my retirement fund 

https://mysweetretirement.com/what-stocks-to-buy-in-january-2022/

What Stocks To Buy In January 2022

Name	Symbol	Current Yield %	P/E	P/B	Market Cap
**************	SGX:****	8.291	17.483	0.959	1.2B
HPH Trust USD	SGX:NS8U	7.785	11.507	0.078	2.8B

 

Good volume again today....good annual results is just round the corner.....9/2 mean easy long long in Cantonese....at this price...the div will beat many reits and business trust....no horse run...quickly board before the ship sail to the ocean again ....HUAT AH 

 

Has been starting forever!   

sure.can.work      ( Date: 26-Jan-2022 21:56) Posted: Volume up today...SGD counter also reaches new height for the year....engine starting?

 

Volume up today...SGD counter also reaches new height for the year....engine starting? 

 

This reminds me the Ocean fish head curry stall near my office....they charge premium for the mix rice....yet the business is so good and the Q is forever 

https://gcaptain.com/ship-arrivals-to-chinas-yantian-port-delayed-by-a-week/

https://economictimes.indiatimes.com/small-biz/trade/exports/insights/ship-arrivals-to-shenzhens-yantian-port-delayed-by-a-week/articleshow/89030880.cms
 

 

China exports surge in 2021 as global demand picks up

https://sg.finance.yahoo.com/news/china-exports-surge-2021-global-035235298.html

HUAT AH!!!

 

https://www.hphtrust.com/newsroom/20210726_173437_NS8U_2PU4WPYYBVM168PN.1.pdf

Annual results is just round the corner, with HKD 10.3B  Cash and cash equivalents at end of Jun 21....will we expecting big ang pao from Mr. Li? Last year' s div was 0.077, I expect this year 0.15 can?   

 

https://www.hit.com.hk/en/Media-Centre/Whats-Up.html

On 12 December, the Hong Kong Seaport Alliance welcomed the first call of the Chilean Cherry Express with  M/V Cochrane  which arrived at the Port of Hong Kong, marking the start of the 2021/2022 Chilean cherry season. These Chilean cherries have been shipped directly from Valparaiso with transit time of 22 days. Soon after the ship arrived at Hong Kong, boxes of bright and fresh Chilean cherries were swiftly delivered to markets in South China and entered the homes of thousands of Chinese families. We are proud of the fact that Hong Kong proves to be the preferred gateway for the popular Chilean Cherry shipments into Mainland China and the rest of Asia.   

Symbolising joy, fortune, prosperity and with its round shape signifying the reunion of family members and friends, Chilean cherry is one of the most popular Chinese New Year gift ideas.

 

This thread is so quiete, something to cheer up!!

1. RCEP agreement to enter into force, more trades mean more business for Hutchison ports :p
https://rcepsec.org/2021/12/14/regional-comprehensive-economic-partnership-rcep-agreement-to-enter-into-force-on-1-january-2022/

2. Annual results to be out in 2 mths+ time, expect better than HKD 0.077 cents this time :p

3. When all the growth stocks tanked, high inflation and raising interest.....money will flow back to traditional stocks and value play....HPHT is still at very deep discount, profitable business and good divident at current price   

 

Hutchison Port Holdings Trust:  Sep volumes at Yantian record high this year and second highest record in history

Maintain BUY and TP of US$0.33.   

https://www.dbs.com.sg/treasures/aics/templatedata/article/recentdevelopment/data/en/DBSV/102021/HPHT_SP_10182021.xml

 

Regional trade pact RCEP to take effect on Jan 1 Australia, New Zealand ratify deal

https://www.straitstimes.com/asia/australianz/new-zealand-ratifies-regional-trade-pact-rcep

HUAT AH!!!!

 

https://simplywall.st/stocks/sg/transportation/sgx-ns8u/hutchison-port-holdings-trust-shares

Look at the fair value???    I will take just 50% of that anytime 

 

What now?

 

The last triples blow on HPHT were trade war, covid, and kicked out from STI . It took its price from 40+ cents to dirt !! (9 cents). Now the dark clouds are clearing , it should easily surpass 0.33 usd one to two years later.

RichardTeo      ( Date: 30-Sep-2021 11:54) Posted: --- Post Removed by User ---

 

Buy cheap cheap...reap big big 

 

Power all the way💪 💪 💪 Highier Div on the pipeline 👍 👍 👍
Those that believe will reap in☝ ️

 

Our Views

Recommend BUY with higher TP of US$0.33 on the back of strong throughput growth and resilient earnings.  With YTD volumes at both Yantian (+9.0% y-o-y) and Kwai Tsing (+3.4% y-o-y) ports above our expectations, we raise our FY21F throughput growth assumptions from 3% to 4% for Yantian and 1% to 2% for Kwai Tsing. We also lift our FY21F/FY22F earnings by 33%/10% as 1H21 earnings outperformed significantly. We continue to like HPH Trust as we believe that earnings have bottomed and investors can look forward to a sustained period of recovery.

FY21F dividend payout highest level in three years, with more room to grow in the medium term.  FY21F DPU guidance stood at the high end of 11-13 HKcts, with the potential to be higher at c.14 HKcts if earnings remain firm. An interim dividend of HK6.5cts for 1H21 was declared on the back of robust 1H21 results, which is more than a 50% y-o-y increase from 1H20. We believe that higher dividends in the medium term are also on the cards, powered by high operating leverage and lower finance costs

Undemanding valuations good time to BUY.  HPH Trust is currently trading at 0.6x P/BV, which is c. 0.5 SD above its five-year mean, against an ROE of 4.3%. It is an attractive yield play, with the highest FY21F dividend yield of 8.2% among the three port companies under our coverage.

Risks

A global recession would materially impact trade and throughput numbers for HPHT, which would then have an impact on the Trust&rsquo s earnings, cash flows and dividends.

https://www.dbs.com.sg/treasures/aics/stock-coverage/templatedata/article/equity/data/en/DBSV/012014/HPHT_SP.xml

 

DBS report on HPHT on 29/9

Brief summary:

Higher dividend within reach

Recommendations buy with TP 0.33 usd on the back of strong throughput growth and resilient earnings ....

2021E Dividend payout highest in three years. With more room to grow in medium term. (Projected 11-14 hkd cents, admitted being Conservative among consensus)

Undemanding valuations good time to buy.

At 0.225 paying a dividend of 8%, but has potential of paying much higher dividend following sharp improvements in earnings and significant Lower gearing level.

Please check the full report, vested dyodd.

Oldbird      ( Date: 17-Sep-2021 21:57) Posted: 13.3 M share last minutes bought up to 0.23 cents probably caused by shortlist cover back their positions. ( most who shorted down from 0.225 to 0.192 recently probably got their fingers burned today) ! Shortists had been enjoying shorting this stock since a year after IPO , 2012 till 2019 when the DPU declining from 6 US Cents to1.4 cents. Stock price plunged from USD 1 dollar to as low as 9 cents ! Year 2020 saw the first increase of DPU from 1.4 to 1.53 US cents and this year projected to be 1.8 ~2 cents ( XD 0.083 cents first half). As stock price always project the future, price should likewise rise much faster than the increase in DPU in the next few years. I think this stock is going to Pro the long term value investors than the shortists at least for the next several years. Vested dyodd Oldbird      ( Date: 27-Aug-2021 09:30) Posted: Great oportunity to buy for long term players ! DIVIDEND ~10% THIS YEAR AND MORE FOR NEXT YEARS BEYOND! Rumours on Covid 19 at yantian port is untruth.

 

Good morning HPH holder. Looking forward for breakthrough of 0.26 very soon🏦 ☝ ️ 💪 💪 💪