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HPH Trust USD    Last:0.2    -0.005

HUTCHISON PORT TRUST -HIGHEST YIELD AT ROCK BOTTOM

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sure.can.work
    16-Feb-2021 11:00  
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Lai!!! HKD 7.7 in 13 hours...Huat Ah!!!  devil
 
 
larryhoo
    16-Feb-2021 00:03  
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Part 12   The Hardest Thing to Do
Is to DO NOTHING! Don&rsquo t make the same mistake as I did =D
Buy & Sell and lost insane ride that happen suddenly.
Isn&rsquo t it great to hold onto a Reits that give 8% Dividend based on current trend? ( Bi-Annual 0.01 / 0.25 USD = 4% )



My Non-Optimistic Forecast :
Long stagnant wait of 1 month within 5-8% up/down from Ex-Date Closing Price
If you look at the Chart Carefully, 4 August 2020, Ex-Date, price went stagnant for a month to 4 Sep 2020
https://postimg.cc/Snp946Gx
And within 5 days, it gain 30% with small volume and Gain another 30% with another 7 trading days
If the history repeat itself, it will hit 0.380 USD ( NAV Milestone )



My most optimistic Guess : Price goes up steadily upwards towards 0.380 USD ( NAV Milestone ) within 3-6 months
Around 4-8% increase per month or 0.02 &ndash 0.04 USD increase per month


So What if price drop suddenly ?
E.g. 0.250 drop to 0.220 USD
What should you do? 
Set your game plan before it does. For example, you set a series of trading plan such as
Stop Loss at 0.22 / 0.20 / 0.18. It is very ill-discipline to decide on emotion when things actually happened. So decide before things happen!
And if price starts to go up again, when do you wish to re-enter? 0.240? Decide before it happen.

Or you can simply read up! Find up what happened first? Is the fundamental still right?
if it is right, DO NOTHING! Or for some people, ADD on weakness!

Cheers to those sail on the boat
For thoe who left, thank you giving your seats to those who is set their sight further.

larryhoo      ( Date: 10-Feb-2021 15:48) Posted:

Part 11 &ndash How Strong Was 2H2020
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  
 
Container Throughput of Hong Kong Port
Month / Year 2020 2019
Jul 1266 1181
Aug 1255 1221
Sep 1236 1148
Oct 1249 1218
Nov 1231 1178
Dec 1317 1194
Half Year 9574 9159
YOY Growth (%) 4.531062343  
 
 
  1H 2019 2H 2019 1H 2020 2H 2020 1H 2020 vs 2H 2020 Performance (%) 2H 2019 vs 2H 2020 Performance (%)
Revenue 5,423.80 5697.1 4,776.70 5,928.30 24.11% 4.06%
Profit Before Tax 1,036.50 1265.2 919 1,811.10 97.07% 43.15%
Profit to HPHT 233.4 294.8 212.4 618.6 191.24% 109.84%
 
There is strong growth based on 1H 2020 Vs 2H 2020 and 2H 2019 vs 2H 2020.
Will this strong growth continue into 2021? Based on all the port statistics in 2H 2020, is growing extensively. Port Charges keep going up to cope with demand.
A Higher Profit Margin and a Break-neck speed of growth.
1st Milestone of 0.38 USD is not far away.

larryhoo      ( Date: 09-Feb-2021 23:08) Posted:

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
  Minus 4 Day Minus 1 Day Ex-Date Plus 1 Day Plus 4 Day
      4/8/2020 Dividend Price 0.005548387
Share Price 0.103 0.103 0.103 0.102 0.102
  100.00% 100.00% 105.39% 104.42% 104.42%
      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%
      31/7/2019 Dividend Price 0.007741935
Share Price 0.213 0.218 0.209 0.204 0.183
  97.71% 100.00% 99.42% 97.13% 87.50%
      19/2/2019 Dividend Price 0.010941935
Share Price 0.237 0.242 0.228 0.228 0.223
  97.93% 100.00% 98.74% 98.74% 96.67%
      27/7/2018 Dividend Price 0.010993548
Share Price 0.261 0.251 0.247 0.242 0.242
  103.98% 100.00% 102.79% 100.79% 100.79%
      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.
 


 
 
Starship
    15-Feb-2021 16:35  
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The loudest cheerleader here --- DANGER ---- still on CNY visitation today?    laughcheekydevil
 

 
Ligaya
    15-Feb-2021 16:09  
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17 Feb 2021  Ex-Dividend
DIVIDEND : HKD 0.077
Record Date: 18 Feb 2021
Payable Date: 26 Mar 2021

Dividend cum further capital appreciation 
Oil prices trending up in tandem with economic recovery....the outlook is there
Vaccines trending out of post-winter pandemic leading to more economic activities into spring and summer

 
 
 
sure.can.work
    15-Feb-2021 09:24  
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Very quiet here, everyone must be quietly collecting their ang paos 😅
 
 
siucheevon
    12-Feb-2021 09:20  
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Happy New Year and 恭 喜 发 财
 

 
sure.can.work
    11-Feb-2021 14:36  
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Take a look on the all the headlines  https://www.reitsweek.com/ None of these reits paid out better  devil
 
 
sure.can.work
    11-Feb-2021 14:31  
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https://www.theedgesingapore.com/capital/brokers-calls/hutchison-port-holdings-trust-has-huge-room-raise-dividends-dbs

Hutchison Port Holdings Trust has ' huge room' to raise dividends: DBS

Hutchison Port Holdings Trust (HPHT) is &ldquo smashing all expectations&rdquo , says DBS Group Research analyst Paul Yong, with &ldquo huge room&rdquo to raise dividends. 

&ldquo 2HFY2020 earnings more than doubled y-o-y to help HPHT post a 57% y-o-y increase in FY2020 net profit to HK$831 million on lower interest costs, greater cost efficiencies and government support,&rdquo writes Yong in a Feb 9 note.

In addition, FY2020 distribution per unit (DPU) of 12 HK cents was 33% above DBS&rsquo forecast.

Yong maintains &ldquo buy&rdquo on the Trust with a raised target price of 32 US cents from 27 US cents.

HPHT has controlling interests in container port assets located in two of the world' s busiest container port cities by throughput: Kwai Tsing in Hong Kong and Yantian Port in Shenzhen, China.

In addition, HPHT has &ldquo huge room to raise dividends&rdquo beyond FY2021, says Yong. &ldquo While HPHT is likely to maintain a DPU of 12 HK cents for FY2021F with a flattish earnings outlook, we believe there is room for DPU to be raised as the Trust&rsquo s gearing is now substantially lower than a few years ago. Even if earnings stay flat, this is a higher level of core profitability than in FY2018 when DPU was 17 HK cents, and when the debt repayment programme was already ongoing.&rdquo

HPHT has a stable FY2021 outlook ahead. &ldquo We expect FY2021F earnings to be flat from FY2020 due to much lower government support offset by some improvement in throughput volumes,&rdquo Yong adds. 

&ldquo That said, the majority of the improvements seen in FY2020 should be sustainable as they stem from greater cost efficiencies as well as lower finance costs, especially with interest rates expected to remain low in FY2021.&rdquo

Yong projects throughput volume growth of 3% for Yantian in FY2201F given the still strong export volumes in China expected for the first half of 2021. &ldquo However, this could be tempered going into the second half given the high-base effect from 2H2020 while assuming 1% throughput growth for Hong Kong.&rdquo  

This should help to offset the lower government subsidies and support that were extended to the Trust in 2020 and we project earnings to be flat from FY20-FY21F, he notes. &ldquo There could be upside to our forecasts if the Trust is able to push through some rate increases given the current buoyant container freight market.&rdquo

As at 10.38am, units in HPHT are trading at 0.5 US cents higher, or 2.08% up, at 24.5 US cents.
 
 
sure.can.work
    11-Feb-2021 14:21  
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I can only afford Lau Pa Sat  crying
 
 
JerryMaple
    11-Feb-2021 14:04  
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U win chor. Gxgx..

sure.can.work      ( Date: 11-Feb-2021 13:00) Posted:

Don't forget me...My Nick name speaks for itself😋

JerryMaple      ( Date: 11-Feb-2021 12:43) Posted:

Wish everyone a happy ox year..Once again thanks to Wiseinvestor Bro for the data input and Danger Bro for the relentless shouting..I could have missed out this counter if both of you didnt share this gem in forum..Thanks ..Hope i will have a chance to treat both of you MAC DONALD happy meal in future..Cheers all..


 

 
sure.can.work
    11-Feb-2021 14:01  
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sure.can.work
    11-Feb-2021 13:42  
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There is a trend of PRC big funds sapu all the major logistics infrastructures, recent case is   
https://www.scmp.com/business/companies/article/3121220/chinese-courier-firm-sf-holding-acquire-518-cent-stake-robert

HPHT is prime target because they own a few key international seaports in the sounthern part of China which happened to be major manufacturing hubs, more over the price right now is dirt cheap, the major shareholder are also easily to work with if the offer price is right, so I have very high hope and have been long on this one since last year. My target price now raised to no US0.6 no sell   
devil
 
 
sure.can.work
    11-Feb-2021 13:00  
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Don't forget me...My Nick name speaks for itself😋

JerryMaple      ( Date: 11-Feb-2021 12:43) Posted:

Wish everyone a happy ox year..Once again thanks to Wiseinvestor Bro for the data input and Danger Bro for the relentless shouting..I could have missed out this counter if both of you didnt share this gem in forum..Thanks ..Hope i will have a chance to treat both of you MAC DONALD happy meal in future..Cheers all..

 
 
JerryMaple
    11-Feb-2021 12:43  
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Wish everyone a happy ox year..Once again thanks to Wiseinvestor Bro for the data input and Danger Bro for the relentless shouting..I could have missed out this counter if both of you didnt share this gem in forum..Thanks ..Hope i will have a chance to treat both of you MAC DONALD happy meal in future..Cheers all..
 
 
sure.can.work
    11-Feb-2021 12:28  
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Biden speaks with China's Xi in their first call since U.S. election
Reuters

2021-02-11 10:29

WASHINGTON, Feb 10 (Reuters) - U.S. President Joe Biden spoke to Chinese President Xi Jinping on Wednesday, the White House said, his first direct contact with the leader of the world's second-largest economy since winning election in November and taking office last month.

It was also the first call between Xi and a U.S. president since the Chinese leader spoke with former President Donald Trump in March last year. Since then, relations between the two countries have plunged to their worst level in decades.

Biden "underscored his fundamental concerns about Beijing?s coercive and unfair economic practices, crackdown in Hong Kong, human rights abuses in Xinjiang, and increasingly assertive actions in the region, including toward Taiwan," the White House said in a statement.

Biden and Xi "exchanged views on countering the COVID-19 pandemic, and the shared challenges of global health security, climate change, and preventing weapons proliferation," the statement said.

The U.S. president also told Xi the United States wanted to preserve "a free and open Indo-Pacific," it said.
 

 
bobdog
    11-Feb-2021 11:56  
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And not yet done with loading! Those who still want to wait will have many reasons to wait.

alexmay34      ( Date: 11-Feb-2021 11:25) Posted:

Who buy 1237800 shares at 11:03:14 buy up!

 
 
alexmay34
    11-Feb-2021 11:25  
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Who buy 1237800 shares at 11:03:14 buy up!
 
 
Greenpig
    11-Feb-2021 11:07  
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One mouth  3 million share.. 
 
 
 
sure.can.work
    11-Feb-2021 09:26  
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Just done  crying
Done Time Done Price Done Quantity Counter Party
11-02-2021 09:24:48 0.320 100,000 PHILLIP
 
 
sure.can.work
    11-Feb-2021 09:24  
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Q 100liap early in SGD 0.32 for pre div rally...if can get...happy to collect, if cannot get....means the stock is going higher...it is also good for for my existing holding  devil
 
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