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Result soon this month. Accumulate now is better.
Time to fly...result out soon...business is so good in first half...May disruption was well cushioned by HK port' s growth.....1st half div confirm will beat last year' s HKD 4.5 cts
http://www.hongkongmaritimehub.com/yantian-port-returns-to-full-operation/
http://www.hongkongmaritimehub.com/yantian-port-reopens-but-congestion-to-persist/
http://www.hongkongmaritimehub.com/strong-throughput-growth-at-port-of-hong-kong-for-second-month-in-a-row/
Announce liao meh!
DIVIDEND CHOR. BUY NOW TO ENJOY .. #
This is new
https://www.bnnbloomberg.ca/one-of-world-s-busiest-ports-is-back-to-business-after-covid-jam-1.1620583
Old news since May...it only interupted the throughput but eventually the piled up containers will be cleared....the port will still collecting fees and service charges...maybe cost more due to increasing spot rate
lingd2002 ( Date: 23-Jun-2021 12:18) Posted:
| Recently ( since May 2021), there are cases of Covid-19 in Shen Zhen, the operation of Yan Tian port is seriously affected. |
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Recently ( since May 2021), there are cases of Covid-19 in Shen Zhen, the operation of Yan Tian port is seriously affected.
When is this analysis done by DBS?
PhillipTan ( Date: 16-Jun-2021 11:12) Posted:
DBS - Hutchison Port Holdings Tr : BUY
Last Traded Price: US$0.235 Price Target (12-mo): US$0.32 (Upside 36.2%)
Port operations slowed by COVID-19
- Rise in COVID-19 cases in Guangzhou has led to capacity constrains at ports in the region due to COVID-19 restrictions
- Average waiting times at Yantian port have reportedly risen from 0.5 days to 16 days, with the delay possible lasting for another two weeks or more
- With the delay, some ships have diverted their cargo to other ports nearby
- During this period, HPH Trust may generate lower revenue due to a decrease in containers processed
- Watch for a lifting of COVID-19 restrictions in Guangzhou to boost processing capacity |
|
DBS - Ideas of the Day
Stocks to Watch
Hutchison Port Holdings Trust: BUY
Last Traded Price: US$0.230 Price Target: US$0.32 (Prev US$0.32)
(Upside 39.1%)
Poised for strong 1H21 earnings
- Yantian port recorded 19.5% y-o-y growth in throughput volumes in May while Kwai Tsing saw an increase of 9.7% y-o-y YTD volume growth y-o-y at 40.2% for Yantian and 6.3% for Kwai Tsing
- Capacity constraint at Yantian due to COVID-19 cases in Shenzhen will only temporarily impact volumes
- HPHT remains on track for strong earnings recovery in 1H21F and steady profit growth for 2021F
- Maintain BUY and TP of US$0.32
DBS - Hutchison Port Holdings Tr : BUY
Last Traded Price: US$0.235 Price Target (12-mo): US$0.32 (Upside 36.2%)
Port operations slowed by COVID-19
- Rise in COVID-19 cases in Guangzhou has led to capacity constrains at ports in the region due to COVID-19 restrictions
- Average waiting times at Yantian port have reportedly risen from 0.5 days to 16 days, with the delay possible lasting for another two weeks or more
- With the delay, some ships have diverted their cargo to other ports nearby
- During this period, HPH Trust may generate lower revenue due to a decrease in containers processed
- Watch for a lifting of COVID-19 restrictions in Guangzhou to boost processing capacity
https://sg.finance.yahoo.com/news/chinese-exports-28-imports-hit-052653556.html
Good number does not translated into good share price
1st Q result is just round the corner, last year' s div declared was HKD 0.043, look forward to better pay out this time
HPH Trust USD: NS8U +2.13%:
The trustee-manager on Monday said chief executive Lam Hing Man will step down from the position starting June 25 due to health reasons. Succeeding him is Ivor Chow, director of corporate finance, treasury and risk management within the Hutchison Port Holdings group. He has also been an executive of the trustee-manager since 2011. HPHT units closed at 23.5 US cents on Friday, down 0.5 cent or 2.1 per cent.
https://www.theedgesingapore.com/news/deals-joint-ventures-alliances/hutchinson-port-holdings-trust-establishes-jv-shenzhen-yantian
The trustee-manager of Hutchinson Port Holdings Trust (HPH Trust) has entered into a joint venture agreement (JVA) with Shenzhen Yantian Port Group Company on June 1.
The agreement was signed by HPH Trust&rsquo s 79.45%-owned indirect subsidiary, Hutchinson Ports Yantian Limited.
Under the JVA, HPH Trust will establish a 50-50 joint venture (JV) with Shenzhen Yantian.Skycal ( Date: 02-Jun-2021 12:54) Posted:
| Gentleman, time to restart you engine again! Boat is leaving, please load and enjoy the ride! |
|
Gentleman, time to restart you engine again! Boat is leaving, please load and enjoy the ride!
Lai liao...load cheap!!! To the moon!!!
That means its Danger no more
Barcalo ( Date: 22-May-2021 02:14) Posted:
Nice. 👍
By the way, where is Danger?
Suddenly lost.... Out of this world?
larryhoo ( Date: 21-May-2021 16:59) Posted:
Part 16 &ndash The Long Wait is ending
https://ibb.co/v18Jhmn - Chart Link
From Feb to May 2021 &ndash 3 Months of waiting ( 170 &ndash 215 )
From Nov to Jan 2020 &ndash 3 Months of waiting ( 220 &ndash 250 )
The market has been bad with inflation / crypto crash / VIX Surging at times, I would say, if you keep adding on average every week, you will see the bright tunnel.
I am seeing lowest at 220-230 range, a good time to dollar cost averaging up.
I have a good feel, it will start to goes up soon.
.
Below are some stats that show shipping V-shape recovery. https://www.hkmpb.gov.hk/document/HKP_KTCT-stat.pdf
https://ibb.co/Gpnc7K9
Apr 2019 ( 1574 ) --> Apr 2020 ( 1462 ) --> Apr 2021 ( 1561 )
This is only one HK Port
I cant get the YICT which is the most crucial
|
|
|
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everday, there are two prices 0.225 & 0.23, it seems somone is accumulating this shares,but when can it move above 0.26??
Nice. 👍
By the way, where is Danger?
Suddenly lost.... Out of this world?
larryhoo ( Date: 21-May-2021 16:59) Posted:
Part 16 &ndash The Long Wait is ending
https://ibb.co/v18Jhmn - Chart Link
From Feb to May 2021 &ndash 3 Months of waiting ( 170 &ndash 215 )
From Nov to Jan 2020 &ndash 3 Months of waiting ( 220 &ndash 250 )
The market has been bad with inflation / crypto crash / VIX Surging at times, I would say, if you keep adding on average every week, you will see the bright tunnel.
I am seeing lowest at 220-230 range, a good time to dollar cost averaging up.
I have a good feel, it will start to goes up soon.
.
Below are some stats that show shipping V-shape recovery. https://www.hkmpb.gov.hk/document/HKP_KTCT-stat.pdf
https://ibb.co/Gpnc7K9
Apr 2019 ( 1574 ) --> Apr 2020 ( 1462 ) --> Apr 2021 ( 1561 )
This is only one HK Port
I cant get the YICT which is the most crucial
|
|
Part 16 &ndash The Long Wait is ending
https://ibb.co/v18Jhmn - Chart Link
From Feb to May 2021 &ndash 3 Months of waiting ( 170 &ndash 215 )
From Nov to Jan 2020 &ndash 3 Months of waiting ( 220 &ndash 250 )
The market has been bad with inflation / crypto crash / VIX Surging at times, I would say, if you keep adding on average every week, you will see the bright tunnel.
I am seeing lowest at 220-230 range, a good time to dollar cost averaging up.
I have a good feel, it will start to goes up soon.
.
Below are some stats that show shipping V-shape recovery. https://www.hkmpb.gov.hk/document/HKP_KTCT-stat.pdf
https://ibb.co/Gpnc7K9
Apr 2019 ( 1574 ) --> Apr 2020 ( 1462 ) --> Apr 2021 ( 1561 )
This is only one HK Port
I cant get the YICT which is the most crucial
