Post Reply
241-260 of 434
usd is climbing against sing dollar.. i suppose thats why its climbing.. ?
last minutes push today what happen man.
This one generate a lot of buying interest recently, almost 40% discount from it's ipo....
Early pre-trading BBs institution done dealed, isit Cap Grp involve.?, changed hand less then 0.60c !
Sept 23. Friday. Closed -Trade Summary.
| HPH Trust US$ |
|
|
Op-0.600 |
Cls-0.605 |
-0.010 |
-1.6% |
Vol-22,845,000 |
1,731,000 |
0.605 |
0.610 |
17,000 |
Hi-0.615 |
Lo-0.600 |
teeth53 ( Date: 22-Sep-2011 23:38) Posted:
HPH Trust US$ Last:0.615 Vol:20663k  -0.03
Expecting BBss, like captial Grp to give some support once(to them) price look more attractive. Then cheap can becoming cheaper, Just take care and trade within mean.
Expecting wild swing for Friday Sept 23 trading....on most stocks.
teeth53 ( Date: 15-Sep-2011 21:22) Posted:
World economy is not out of the wood yet, with U.S. mkt slowing and share trade - volatile in it trading.
| HPH Trust US$ |
|
|
Op-0.675 |
Cls-0.660 |
-0.010 |
-1.5% |
Vol-21,566,000 |
579,000 |
0.655 |
0.660 |
2,587,000 |
Hi-0.680 |
Lo-0.650 |
|
|
|
|
HPH Trust US$ Last:0.615 Vol:20663k -0.03
Expecting BBss, like captial Grp to give some support once(to them) price look more attractive. Then cheap can becoming cheaper, Just take care and trade within mean.
Expecting wild swing for Friday Sept 23 trading....on most stocks.teeth53 ( Date: 15-Sep-2011 21:22) Posted:
World economy is not out of the wood yet, with U.S. mkt slowing and share trade - volatile in it trading.
| HPH Trust US$ |
|
|
Op-0.675 |
Cls-0.660 |
-0.010 |
-1.5% |
Vol-21,566,000 |
579,000 |
0.655 |
0.660 |
2,587,000 |
Hi-0.680 |
Lo-0.650 |
|
|
HPH Trust US$ Last:0.615 Vol:20663k -0.03
(Difficult with Euro woes and Ah Ben uninspring move world economy is turn bearish, so is shipping woes)
Kay Hian recommends a BUY call for this counter. TP 0,810
( Source: MyPaper)
Today received the HPH divendend payout.
Generally, quite happy with the payout amount.... but the stock price drop too much...
very tempting as yield approaching 10%, but the USD to SGD exchange rate is also very scary ( from 1.20x to 1.28x in such a short time frame...) , might just wipe out the yield if fall back to 1.20 ...
Investment Summary
Hutchison Port Holdings Trust: Look forward to better data (BUY)
Report Title
Highlights
Hutchison Port Holdings Trust Buy US$0.66 , Bloomberg: HPHT SP
Look forward to better data
Price Target : 12-Month US$ 0.95 (Prev US$ 1.05)
By: Paul YONG CFA +65 6398 7951
. Yantian numbers in August make for poor reading subsequent months should
be better
· Trade contraction is unlikely in 2012 hence current valuations look
oversold
· Maintain BUY with lower TP of US$0.95, as we lowered our FY11/12 DPU
estimates by 4.5%/6.5%
Yantian numbers disappoint. Yantian Port ’s throughput volumes fell 6.9%
y-o-y in August 2011. While the drop was expected, the quantum surprised
us. YTD in 2011, Yantian Port ’s throughput was up just 0.5% y-o-y, well
below initial expectations. In view of the weaker peak season, and ongoing
economic uncertainties, we thus cut our volume growth assumptions at
Yantian to 2% and 4% for FY11 and FY12. We also lower our growth
assumptions at HIT by 1ppt, and flatten our tariff growth assumptions,
resulting in 4.5%/6.5% decline in FY11/12 DPU projections, to 5.7UScts
(annualised) and 6.0UScts respectively.
But we continue to expect only sub-par growth and not negative growth in
GDP/trade. Given Yantian Port ’s exposure to export volumes to US and EU
economies, growth are expected to remain anaemic in the near to medium
term, but we are decidedly not looking at the kind of recession that HPH
Trust’s current valuations seem to imply. Our economist believes that in
terms of numbers, the US could grow at 2.3-2.4% (QoQ, saar) rate in 3Q11
and 4Q11, which is below average (3.0%) but a far cry from recession. Real
consumption growth in the US is on track at 2.4% (QoQ, saar) in 3Q11 and
retail inventory to sales ratios remain at all-time lows.
Maintain BUY, TP cut to US$0.95. Even with our lower DPU projections, the
Trust is still trading at attractive 8.5-9.0% yields. We think this offers
a very good entry point with limited downside even in the case of a deep
recession and contraction in trade. We reckon current share price is
pricing in a DPU (and by extension, EBITDA) decline of close to 22% in
FY12. Compare this to 2009 – when global container trade contracted by an
exceptional 9% – and EBITDA had declined by only 17%.
| HPH Trust US$ |
|
-- |
-- |
-- |
-- |
-- |
Vol-2,500,000 |
25,000 |
0.690 |
0.645 |
115,000 |
teeth53 ( Date: 15-Sep-2011 21:22) Posted:
World economy is not out of the wood yet, with U.S. mkt slowing and share trade - volatile in it trading.
| HPH Trust US$ |
|
|
Op-0.675 |
Cls-0.660 |
-0.010 |
-1.5% |
Vol-21,566,000 |
579,000 |
0.655 |
0.660 |
2,587,000 |
Hi-0.680 |
Lo-0.650 |
|
|
World economy is not out of the wood yet, with U.S. mkt slowing and share trade - volatile in it trading.
| HPH Trust US$ |
|
|
Op-0.675 |
Cls-0.660 |
-0.010 |
-1.5% |
Vol-21,566,000 |
579,000 |
0.655 |
0.660 |
2,587,000 |
Hi-0.680 |
Lo-0.650 |
Even Dir bot, still no good as mkt news sentiment is rather bad this day, guess Cap Grp is going to buy abit more after it hit new low. still will just one cap Grp withstand bad mkt setiment. Think Hang Seng going to test 18k this week.
Lead by Euro bad news and (CNNMoney) -- European markets plunged Monday amid continuing concerns that Greece might default on its loans and Moody's Investors Service might downgrade a number of French banks.
" Top French banks are bracing for credit rating downgrades on worries about their sovereign debt exposure,"
wishbone ( Date: 12-Sep-2011 22:10) Posted:
It may slide further down to its previous low.
|
|
It may slide further down to its previous low.
12-Sep-2011. HPH Trust US$ Op-0.670 Cls-0.660 -0.020c -2.9% Volume-27,122,000 13,000 0.655 0.660 1,436,000 Hi-0.670 Lo-0.640
Recently Director bot 250,000 shr @680 cent and Cap Grp bot on 26-Aug -2011. thour...Dir bot. LKS hav not...
Happy trading...Ya.
http://info.sgx.com/webcorannc.nsf/AnnouncementLast3MonthsByCompanyNameAndCategory/FDD6B8ECEE6CB39C482578FB0007D19E?opendocument
26 Aug 2011. (Data) Op-0.63 Hi-0.67 Lo-0.63 Cls-0.66 Volume-60,382,000 Adj Cls-0.66teeth53 ( Date: 09-Sep-2011 18:59) Posted:
JOINT NEWS RELEASE: http://www.ftse.com/News/20110908_STI_September_Review.jsp
Several changes were made to other indices in the FTSE ST Index Series including the FTSE ST Maritime Index and FTSE ST Catalist Index. In the FTSE ST China Top Index Hutchison Port Holdings Trust will replace Midas Holdings.
teeth53 thot: good news actually, still don cheongg...look like it is not ready just yet, mean chances for prices to go down is there.
wishbone ( Date: 09-Sep-2011 16:56) Posted:
Return everything that was gained this morning.
What a day for this stock. LKC stock!!
|
|
|
|
Highly likely. Port operators, like shipping companies, all out of favor when general economy is bad. Manyfacturers too.
Time to go for high dividend, local or better secure regional companies now. Wee Hur, S-Reits, Telcos not exposed to other countries like M1 are my favourites. I also like oil plays. Temporary hitch but think Keppel Corp, SML still good buys as world cannot live without oil and their order books are okay for the next two or three years. YZJ and COSCO riskier but between the two, I like YZJ better as they are more focused whereas COSCO is all over the shop.
Banks a bit lembek. Due to world financial markets.
wishbone ( Date: 09-Sep-2011 21:50) Posted:
With this kind of market sentiment, day in day out we hear about the issues in Europe and USA, how would the stock going to cheong!!!
I reckon this LKC stock may go back below 0.600 if the bad news continues coming in.
Sian!!!!!
MasterNg9999 ( Date: 09-Sep-2011 19:21) Posted:
SMLJ!!!!!
saw it at 0.72 then now 0.68 ????
stress leh like that .......
not a counter for newbie....
Cheer |
|
|
|
With this kind of market sentiment, day in day out we hear about the issues in Europe and USA, how would the stock going to cheong!!!
I reckon this LKC stock may go back below 0.600 if the bad news continues coming in.
Sian!!!!!
MasterNg9999 ( Date: 09-Sep-2011 19:21) Posted:
SMLJ!!!!!
saw it at 0.72 then now 0.68 ????
stress leh like that .......
not a counter for newbie....
Cheer |
|
SMLJ!!!!!
saw it at 0.72 then now 0.68 ????
stress leh like that .......
not a counter for newbie....
Cheer
JOINT NEWS RELEASE: http://www.ftse.com/News/20110908_STI_September_Review.jsp
Several changes were made to other indices in the FTSE ST Index Series including the FTSE ST Maritime Index and FTSE ST Catalist Index. In the FTSE ST China Top Index Hutchison Port Holdings Trust will replace Midas Holdings.
teeth53 thot: good news actually, still don cheongg...look like it is not ready just yet, mean chances for prices to go down is there.wishbone ( Date: 09-Sep-2011 16:56) Posted:
Return everything that was gained this morning.
What a day for this stock. LKC stock!!
|
|
