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 Hong Kong Exchange & HK Stocks, Per title post-Extradition Bill W/drawal

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Ramjade
post Sep 4 2019, 09:34 PM

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QUOTE(Hansel @ Sep 4 2019, 08:59 PM)
Forummers,... let's discuss,...

First reported at 4.37 pm this evening by CNBC and subsequently updated within the same evening : https://www.cnbc.com/2019/09/04/hong-kong-e...-wednesday.html

The HSI soared by 4% in the afternoon following reports that a controversial extradition bill was set to be withdrawn. By mkt close, the HSI pared some gains to close at 26,523.23 points today giving-up 0.1% from the height of 4%.

On a personal basis for the counter that I'm watching,....

1) HSBC (0005.HK) rose by 3.5%, closed at 57.900 today. Opened at 56.000 this morning.
2) PCCW (0008.HK) rose by 0.7%, closed at 4.300 today,... but this counter opened at 4.300 this morning, hence, there was no real movement if we look solely at today's performance.
3) Public Finance Hldgs (0626.HK) rose by 1.7%, closed at 3.030 today. Opened at 3.010 this morning.

How about other counters, bros and sis ?
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Come let me chip in.
ICBC bank (1398)
CK Infrastructure Holdings (1038)
CLP group (0002)
Greatview Aseptic Packaging Company (0468)
Hengan international (1044)
China mobile (0941)
Yuexiu Transport (1052)
Fortune Reit (0778)
Tencent (0700)

This is bascially my watch list. Some already vested. Some not yet. Waiting for more cash/still undecided to buy in or not/lower price.

This post has been edited by Ramjade: Sep 4 2019, 09:50 PM
Ramjade
post Sep 4 2019, 10:05 PM

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QUOTE(Hansel @ Sep 4 2019, 09:52 PM)
Fortune REIT has moved up,... too late,..

So, which counter is for dividend and which is for cap gain ?
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Fortune TP is at 8.5+.
All mostly for income. Cap gain not so much. Tencent cause I believe in Tencent and Alibaba.
Ramjade
post Sep 4 2019, 10:40 PM

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QUOTE(Hansel @ Sep 4 2019, 10:37 PM)
Just off the top of my head,... for these two counters : China Mobile and ICBC,...

1) Payout is only twice a year.
2) There will be a 10% WHT on the dividend payout.
3) Payout base currency will be in RMB. Tendency now is for the RMB to weaken further,... hence, your dpu collected will be affected negatively.

Any opinions to the above ?
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Sometimes you cannot run from dividend WHT. With vast area (china still have plenty of rural area) and China mobile being monopoly, no debts, and china people using alipay and wechat pay, mobile for them is a necessity. Not invested yet but planned to. Hope won't be like sinktel.
Ramjade
post Sep 4 2019, 11:05 PM

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QUOTE(Hansel @ Sep 4 2019, 11:03 PM)
China Mobile's Net Profit Growth and EPS Growth has been negative except for FY2017. You think this will improve later ?
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Not sure. I am hesitant to invest in China mobile because of Sinktel.
Ramjade
post Sep 4 2019, 11:12 PM

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QUOTE(Hansel @ Sep 4 2019, 11:08 PM)
I learnt my lesson from Starhub,... I should have sold when the IDA announced that a licence has been awarded to TPG for the fourth mobile operator rights in SG.

Having said this,... I think I will stop monitoring on PCCW too,...
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Telecommunications stocks only make sense in a large market. China, US, Russia, India, Australia and Indon. With large area, there are many unnerved place. The one with the best signal will nett the market for rural area.

That's why I looking at China mobile. Still have hopes for Sinktel.

This post has been edited by Ramjade: Sep 4 2019, 11:14 PM
Ramjade
post Sep 4 2019, 11:43 PM

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QUOTE(Hansel @ Sep 4 2019, 11:31 PM)
I can't agree with the above. I invested hard into the ASX, and into Telstra because Telstra has always been a 'dividend darling' with the moms and pops of Australia. But Telstra is having lots of problems in Australia, and had to cut its dividend payout.

After this happened, the sp plunged,... I had to cutloss.

In terms of coverage and size,.. Telstra is the 'China Mobile' of Australia,... so, a large mkt is not always healthy for a telco. We need to compare across the mkts that we invest into.... and to draw experiences from inside to help us decide in other jurisdictions.
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Five years profit margin shows not bad.
https://www.aastocks.com/en/stocks/analysis...os?symbol=00941
Dividend payout also decent at about 50% mark.
One year of negative cash flow

This post has been edited by Ramjade: Sep 4 2019, 11:44 PM
Ramjade
post Sep 12 2019, 05:10 PM

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QUOTE(elea88 @ Sep 12 2019, 02:46 PM)
recently i added Bank of China instead of HSBC.
i more interested in finding div counters. any recommendation?

suddenly noticed that my AGX banking shares all green and in profit already...
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See front page. I share some counters.
Ramjade
post Sep 16 2019, 01:31 PM

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QUOTE(Hansel @ Sep 16 2019, 10:35 AM)
Bruh,... any opinions on CLP ??
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I like CLP for it's market share in India. But at dividend yield of 3.x%, I might as well pick CKI. Will buy if the price really gets beaten down. Just not at current price.

This post has been edited by Ramjade: Sep 16 2019, 01:31 PM
Ramjade
post Sep 16 2019, 07:35 PM

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QUOTE(Hansel @ Sep 16 2019, 02:46 PM)
Ok, bro,... tks,...

At a price of 53.55, the yield of CKI was at 4.53%. Business is spread out all over the world,... well,... one thing negative for me here is : the dpu is paid out twice a year. I would prefer to get my money earlier,...

CKA pays out 4 times a year,...
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You want to buy at 3.7% yield?
Ramjade
post Sep 17 2019, 09:42 AM

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QUOTE(Hansel @ Sep 17 2019, 09:11 AM)
Lower yield but paying faster, ie four times a year,... rather than higher yield at 4.53% but paying slower with only two times a year,... wouldn't being able to take our money in-hand for reinvestments be better than waiting longer for our money ?

After all, there is no dividend-handling fees here. If there are dividend-handing fees, then it would be different,...

Opinions, bro(s) ?
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Like I said would love to add it if price is right. Complement CKI nicely.
CLP more effective Asia.
CKI more effectively developed countries.
Buying both means you cover almost both part of the world.

Reason for wanting to buy CLP
- family owned (I like family owned business)
- India and China sector is profitable going forward. Lots of place there might still not have electricity
- increasing dividends and ROE.

You know me. I can wait. So doesn't make a difference for me whether is 1x, 2x, 4x. I collect money and wait for right price.


Ramjade
post Sep 17 2019, 01:21 PM

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QUOTE(Hansel @ Sep 17 2019, 01:10 PM)
Tq bro,..

I'm thinking of GAPACK then if I'm to accept payouts only twice a year ! At least for GAPACK, the yield at current prices is 6.50%. Why would I settle for CKI, paying twice a year only, at a lower yield of 4.53% ?

Only thing is I noticed is GAPACK has been retreating in price since January 14, 2018. Hence,... there could be some weakness in this ctr naturally,... and the low price is not really sentiment-driven by the protests now !
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Different animal.
GAPACK is competitor to TetraPak. Company can switch packing.
Electricity harder to switch when you already have the backbone build in. Electricity is slow and boring investment.

I am invested in GAPACK. If Jardine can spot something in GAPACK and bought I think 25% stake and have a board member on board I want in. That's just my view.

This post has been edited by Ramjade: Sep 17 2019, 01:21 PM
Ramjade
post Sep 17 2019, 03:05 PM

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QUOTE(Hansel @ Sep 17 2019, 02:49 PM)
I have not done too much studies onto GAPACK yet,... I'm only using some infos I acquired from Aus which have heard of this company. HK, being a trading centre, would have great packing companies too,...

'Electricity' is an infra entity, and many countries would view this entity as a strategic asset. If regulations change, or the political environment changes, the effect can be huge, especially for an infra co that has so many assets across international boundaries. You can get just one politician who may not like the company, and you can get an overnight change,...

An eg would be like ERM Power in Aus.

But having mentioned GAPACK,... I still have Public Finance (0626.HK) which pays out dividends two times a year,... with a current yield of 7.12%....

Just wanting to add : Investing in the ASX taught me one more important risk,... the angmohs are very conscious of this risk : it's called Regulatory Risk. In the SGX, our attention to Regulatory Risks are not so obvious,... for our SG Gov't is more 'stable'.

I spent the whole day today forumming,...  biggrin.gif
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For me very simple. Company must be making money. Don't care about what politician is in power. Like Mr blondie. Love him for giving me discounts but he's only temporary. Best case scenario and he is going on for another term and then that's it. He have to vacate his seat. Politicians are temporary. Cash making must be permanent.
Ramjade
post Sep 18 2019, 09:49 PM

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QUOTE(elea88 @ Sep 18 2019, 05:06 PM)
Greatview Aseptic Packaging Company Limited (0468.HK)
today drop after div.. drop more than the div.

why u no choose
Hung Hing Printing Group Limited's (HKG:450) ?

also dividend stock.
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You don't buy based on yield. You buy based on moats, increasing DPU. GA aseptic is
QUOTE
Globally Greatview is the third largest manufacturer of this packaging and has a market share of around 5%

TetraPak's market share in aseptic packaging declined from 90% to 60-70% in China with domestic players like Greatview Aseptic gaining market share at the expense of TetraPak. In FY2018, Greatview Aseptic's international revenue grew 24.8% YoY to approximately RMB894.0 million, suggesting that the company is gaining market share outside China as well.

Hung Hing Printing Group Limited's is just a printing company right? No moat at all.

This post has been edited by Ramjade: Sep 19 2019, 06:05 PM
Ramjade
post Sep 21 2019, 06:22 AM

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QUOTE(kim0112 @ Sep 19 2019, 10:58 AM)
hi, im newbie here.

wanna ask which platform to recommend for buying the HK stock and IPO ?  biggrin.gif
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Depends on what you want. If you want HK alone., FSM SG enough..

If you are planning to buy other market can consider Interacrive Broker

I more of an Interactive broker guy as they are super cheap, and I can have practically access to plenty of markets. I used their whitelabels to avoid paying USD10/month inactivity fee.
Ramjade
post Sep 23 2019, 11:58 AM

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QUOTE(Cubalagi @ Sep 23 2019, 11:19 AM)
U guys think that the political risks to HK stocks has abated?
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Nope but it's getting lesser and lesser. I am glad that is not over yet as it will help in depress the price of the stock I want even though they have no connection to HK.
Ramjade
post Sep 25 2019, 02:14 PM

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QUOTE(Nail Biting @ Sep 25 2019, 01:53 PM)
any malaysia brokers can buy HSI stocks?
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Most can. Just need to prepared to pay more
- higher commission
- unfavorable exchange rate
- dividend fee
- platform fee

Just shoot them an email.

This post has been edited by Ramjade: Sep 25 2019, 05:00 PM
Ramjade
post Sep 30 2019, 07:38 PM

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QUOTE(aspartame @ Sep 30 2019, 05:12 PM)
Sometimes I wonder if there is hidden hands supporting market. Logically speaking, market should be bearish right? Retails, tourism, property outlook, banks all are affected ...,
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Of course. Tomorrow is 1st Oct. Very important day for the Chinese govt. Need to prop up market for few days as very important day. Cannot lose face.
Ramjade
post Oct 4 2019, 02:03 PM

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QUOTE(Hansel @ Oct 4 2019, 01:55 PM)
https://www.aastocks.com/en/stocks/news/aaf...35/popular-news

" HKRMA Calls on Landlords to Halve Rents for 6 Mths; Worries Ongoing Protests May Spark Massive Layoffs & Shutdowns "

From the above,... tying this over to the Festival Walk Mall there, perhaps the SG landlord Mapletree North Asia Commercial Trust (MNACT) may be impacted,...
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Is affected but people blinded by optimism. biggrin.gif
Waiting for Fortune reit but wait until neck long long.

Ramjade
post Oct 4 2019, 03:06 PM

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QUOTE(Hansel @ Oct 4 2019, 02:13 PM)
I guessed I have to fallback on what I commented earlier,... after the Global Financial Crisis, investors have becomes smart and are today, holding on to good counters tightly 'to their chest', never letting sentiments affect them too much.

If a counter is really good,... there is really no chance for new investors to go in at a good price.
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All it needs is a few more nudges (daily price drop) and then it ill break the will of the person. devil.gif
Ramjade
post Oct 15 2019, 05:54 PM

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QUOTE(moosset @ Oct 15 2019, 05:13 PM)
anyone invested in HK REITs?
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Not yet. Will when the price is right.
Fortune and mapletree will be my target.

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