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 URGENT! Invest in HK shares

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Hansel
post Aug 15 2019, 02:06 PM

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QUOTE(Cubalagi @ Aug 15 2019, 12:41 PM)
DPU lower as China Mobile has been facing the same problems with most Telcos like Maxis n Singtel. Market is saturated n they can't charge higher. But 5G can be a game changer, like 4g before that. New packages n unimagined new applications. N China Mobile has been granted a 5G license by the govt.

Btw China govt not like Malaysia PH govt. They will push for more infra  spending in times of economic uncertainties. In fact, crazily so. 5G is one of China top priority areas.
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QUOTE(foofoosasa @ Aug 15 2019, 12:52 PM)
buy 700 , 2318 , 0388

Thanks me after few months later. tongue.gif
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QUOTE(foofoosasa @ Aug 15 2019, 12:57 PM)
If one want invest based on 5G concept

Buy 0788 instead of 0941.

Just my opinion tongue.gif

Dont ask me entry price, decide your own guys
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Tq gents, for your opinions,....

I believed 0788 provides the infra for 5G, such as the fibre-optic cabling, transmission towers, etc ?
Cubalagi
post Aug 15 2019, 02:16 PM

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QUOTE(Hansel @ Aug 15 2019, 02:06 PM)
Tq gents, for your opinions,....

I believed 0788 provides the infra for 5G, such as the fibre-optic cabling, transmission towers, etc ?
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But little/no dividends.. So not your thing.. 😆

Hansel
post Aug 15 2019, 02:20 PM

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QUOTE(Cubalagi @ Aug 15 2019, 02:16 PM)
But little/no dividends.. So not your thing.. 😆
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Yeah,.... biggrin.gif

But it's okay, study different ctrs first,...
markedestiny
post Aug 15 2019, 02:24 PM

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QUOTE(Hansel @ Aug 15 2019, 11:30 AM)
Hi,.. no not yet,... I just think this may fall more,...
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I think so from the TA of the stock, downward trend. But fund flows in steadily in the first half of the day from biggies.

While you look at this stock, look at its peers as well; the big 4 which are amongst the top 10 banks of the world. ..JP Morgan is not their match.

moosset
post Aug 15 2019, 04:12 PM

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could have invested in Cathay ...
foofoosasa
post Aug 15 2019, 06:20 PM

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QUOTE(Hansel @ Aug 15 2019, 02:06 PM)
Tq gents, for your opinions,....

I believed 0788 provides the infra for 5G, such as the fibre-optic cabling, transmission towers, etc ?
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0941 is the user who made payment to company like 0788 who build 5g tower and infrastructure etc.0788 basically is a monopoly business.

While 0941 is like maxis/axiata/digi in Malaysia, telco profit margin keeep declining while user like us expecting more service with cheaper rate.

Thats why 0788 the pe ratio is like 80+++ still very reluctant to drop more.

This post has been edited by foofoosasa: Aug 15 2019, 06:21 PM
Hansel
post Aug 16 2019, 06:08 PM

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QUOTE(markedestiny @ Aug 15 2019, 02:24 PM)
I think so from the TA of the stock, downward trend. But fund flows in steadily  in the first half of the day from biggies.

While you look at this stock, look at its peers as well;  the big 4 which are amongst the top 10 banks of the world. ..JP Morgan is not their match.
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Tq md,... The thing is, I'm an income investor. Yes, I did notice the peer banks and they are all Chinese Banks - I am not too sure, but I suspect these banks will have WHT on their dividend payouts. I'm still confirming this with my people.

Secondly, these Chinese banks pay out only once a year.

Hence,.. my apprehension on these peer banks.
Hansel
post Aug 16 2019, 06:12 PM

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QUOTE(foofoosasa @ Aug 15 2019, 06:20 PM)
0941 is the user who made payment to company like 0788 who build 5g tower and infrastructure etc.0788 basically is a monopoly business.

While 0941 is like maxis/axiata/digi in Malaysia, telco profit margin keeep declining while user like us expecting more service with cheaper rate.

Thats why 0788 the pe ratio is like 80+++ still very reluctant to drop more.
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Tq fss,... I agree with your points,... to add-on,.. I compared with the SG environment,...

0788 is Netlink NBN Trust,... actually, I was only guessing this in my earlier post.... biggrin.gif ,... looks like I am right with our confirmation,...

0941 is like Singtel and Starhub,... and earlier M1,...

BUT : if 0941 turns out to be like TPG,.. then it's different.
foofoosasa
post Aug 16 2019, 06:45 PM

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QUOTE(Hansel @ Aug 16 2019, 06:12 PM)
Tq fss,... I agree with your points,... to add-on,.. I compared with the SG environment,...

0788 is Netlink NBN Trust,... actually, I was only guessing this in my earlier post.... biggrin.gif ,... looks like I am right with our confirmation,...

0941 is like Singtel and Starhub,... and earlier M1,...

BUT : if 0941 turns out to be like TPG,.. then it's different.
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Pe 80+ hmm..

For me population play big role in valuation for this type of company.

Sg how many population? Not even 10 mil

While China in 1st tier to 3rd tier cities?

Hehe...

Cubalagi
post Aug 16 2019, 06:53 PM

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QUOTE(foofoosasa @ Aug 16 2019, 06:45 PM)
Pe 80+ hmm..

For me population play big role in valuation for this type of company.

Sg how many population? Not even 10 mil

While China in 1st tier to 3rd tier cities?

Hehe...
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China Mobile has more than 900 million subscribers...PE is a low 11.22. DY is 4++%.

This post has been edited by Cubalagi: Aug 16 2019, 06:55 PM
Hansel
post Aug 16 2019, 06:55 PM

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QUOTE(foofoosasa @ Aug 16 2019, 06:45 PM)
Pe 80+ hmm..

For me population play big role in valuation for this type of company.

Sg how many population? Not even 10 mil

While China in 1st tier to 3rd tier cities?

Hehe...
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Well,... if this is your method of valuing this, it could be a way too,... I have not compared with similar issuers in other countries to extract out a trend/pattern here.

Frankly,... I'm not too keen on 0788,... yield is not to my expectation,...
foofoosasa
post Aug 16 2019, 06:56 PM

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QUOTE(markedestiny @ Aug 15 2019, 02:24 PM)
I think so from the TA of the stock, downward trend. But fund flows in steadily  in the first half of the day from biggies.

While you look at this stock, look at its peers as well;  the big 4 which are amongst the top 10 banks of the world. ..JP Morgan is not their match.
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The big 4 in china only top in term of asset. Not so about the branding, profitability and quality of assets.

Why pe ratio of chinese so low? if not mistaken the pe ratio is only from 5 to 7 for all the four banks .

Chinese enterprise relates to gov banka tends to make much more lower profit than most of the private enterprise Bank.

These big four bank most of the times they forced by china gov to finance national project or company that tends very low profit, slow ROI and many eventually to become bad debts or NPL.

But now dividend quite high hmm yield is more than 6 percent of based on past performance.
Cubalagi
post Aug 16 2019, 06:57 PM

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QUOTE(Hansel @ Aug 16 2019, 06:08 PM)
Tq md,... The thing is, I'm an income investor. Yes, I did notice the peer banks and they are all Chinese Banks - I am not too sure, but I suspect these banks will have WHT on their dividend payouts. I'm still confirming this with my people.

Secondly, these Chinese banks pay out only once a year.

Hence,.. my apprehension on these peer banks.
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I am quite cautious of Chinese banks.. The bad loan situation is always a ???. Better stick to technology n consumer plays.

foofoosasa
post Aug 16 2019, 06:59 PM

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QUOTE(Hansel @ Aug 16 2019, 06:55 PM)
Well,... if this is your method of valuing this, it could be a way too,... I have not compared with similar issuers in other countries to extract out a trend/pattern here.

Frankly,... I'm not too keen on 0788,... yield is not to my expectation,...
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Choose Chinese banks lo. But in long run share price should be able catch up index performance since all of them are included in index fund .

This post has been edited by foofoosasa: Aug 16 2019, 07:01 PM
Hansel
post Aug 16 2019, 07:17 PM

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QUOTE(Cubalagi @ Aug 16 2019, 06:57 PM)
I am quite cautious of Chinese banks.. The bad loan situation is always a ???. Better stick to technology n consumer plays.
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Yeah,... the other thing,.. is the data integrity of their reporting,... recently,.. I think one bank folded under, and the gov't took over the bank, right ? Was it China Minsheng Bank ?

Was the counter suspended ? I did not follow this case,...
vince_teh
post Aug 16 2019, 07:18 PM

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How about opinion regarding HSBC share??
Hansel
post Aug 16 2019, 07:20 PM

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QUOTE(foofoosasa @ Aug 16 2019, 06:59 PM)
Choose Chinese banks lo. But in long run share price should be able catch up index performance since all of them are included in index fund .
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Bro,.. as an income investor,.. I'm afraid the Chinese Banks don't suit me that well for now,...
Hansel
post Aug 16 2019, 07:26 PM

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QUOTE(vince_teh @ Aug 16 2019, 07:18 PM)
How about opinion regarding HSBC share??
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I'm watching,... I think it's good for an income investor,...
Cubalagi
post Aug 17 2019, 09:16 AM

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QUOTE(Hansel @ Aug 16 2019, 07:17 PM)
Yeah,... the other thing,.. is the data integrity of their reporting,... recently,.. I think one bank folded under, and the gov't took over the bank, right ? Was it China Minsheng Bank ?

Was the counter suspended ? I did not follow this case,...
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It was a small regional bank.. Dunno even if it's listed.

If u must Invest in Chinese banks, then it's the likes of ICBC, CCB and BOC only. Basically the Maybanks of China. These are the too big to fail banks (IE China govt will ever let them fail coz of systemic risk).


markedestiny
post Aug 17 2019, 02:12 PM

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QUOTE(Hansel @ Aug 16 2019, 06:08 PM)
Tq md,... The thing is, I'm an income investor. Yes, I did notice the peer banks and they are all Chinese Banks - I am not too sure, but I suspect these banks will have WHT on their dividend payouts. I'm still confirming this with my people.

Secondly, these Chinese banks pay out only once a year.

Hence,.. my apprehension on these peer banks.
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I think it's dividend handling fee charge by brokerage rather than WHT? Let me know too if you have any confirmation.

Div payout is indeed once a year for the top 4, usually end of Q1 annually. DY for these range above 5.5%, up to 7.xx % currently.

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