
I heavily reduce my weighting on all directly related to Shipping industry sectors!
New123 ( Date: 11-Jun-2011 18:16) Posted:
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Shipping industry is still not so promising/rosy. I think this might not spell good for HPH. Is better to switch to other reits such as Cambridge,Sabana or First reit that gives about 8 - 9 % of dividends..
wishbone ( Date: 11-Jun-2011 17:32) Posted:
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Very disappointed on the performance of this Li Ka Chng stock.
Sian!!!!
I think more down side as the market sentiment is quite bad.

Me too, about at Sgd. 0.79 up to Sgd. 0.81.
trueview ( Date: 10-Jun-2011 17:01) Posted:
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aim at 81cents..
It is actually not a bad stock except it is abit over priced........it is like sugar cane going through one round at the juicer......still can go a few round lor.
And the sugar cane seller selling in USD lor.....
trueview ( Date: 10-Jun-2011 14:29) Posted:
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This one really very jialat. Everyday  keep going down.
It is getting lower and lower hitting the previous low. No eyes see!!!!!!!!!!!

 
u and me..others all feeling not right for tis stock..i mean SGX MUST BE SLEEPING...ZZZZZ no QUERY for tis stock ?????
All the info are there......from before incorp to formation to adjustment to post IPO.....that few hundred pages tell it all.......
alexchia01 ( Date: 10-Jun-2011 00:18) Posted:
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at first i tought i got it at good price ... 10% off from its IPO price. Now the price has gone lower .... but I stay away from it for a while.
I don't think there is any issue with their business, just not enough information to do a proper fundamental analysis. Maybe after the next 2 quarters' result are out, we can have a better picture.
However, I do know that some fund houses have been loading this counter like crazy. Maybe they know something we don't.
Anyway, I'm not touching it for now.
ckhpaul ( Date: 10-Jun-2011 00:02) Posted:
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Very strange stock that dive down. Quite unusual for Container Port business. 
For those interested on TA and FA - I have uploaded it to my blog: ckhpaul.blogspot.com
Personally, I have been monitoring it for time. I still consider it as value investing. Read my blog for another view.
I suspect it might be due to Yangtze River drought that might affect HPH Port, as 53% of containers come from this region. 
 
ckhpaul.blogspot.com
Better to cut your losses and get out.
This is just the beginning. More down slide coming.
edchai ( Date: 09-Jun-2011 16:37) Posted:
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will it worth to average down??
just wondering what the hell is going on to this counter.
 
Those who bought this stock must be banging hard (me also). Think have to wait quite  a few years  to get back to 1.1.
why this counter dropping? can it due to the below? Or something else happening?
SINGAPORE, May 26 (Reuters) - UBS has lowered its target price for Singapore-listed Hutchison Port Holdings Trust
STATEMENT:
UBS has cut its target price for Hutchison as it expects the trust to pay out more conservative dividends after 2022. It also assumed a higher cost of equity of 8.3 percent for Hutchison, versus 8.1 percent previously.
However, the brokerage has kept its buy rating as it believes Hutchison Port still has significant advantages over its peers, such as a stronger control over its cash flow.
At 0332 GMT, shares of Hutchison Port Holdings were 0.55 percent lower at $0.905 and have fallen about 4 percent since its debut in March. Hutchison Port, controlled by Hong Kong tycoon Li Ka-shing's Hutchison Whampoa
Good to see this and thanks for sharing.
I guess the demand in China remains high and looks promising.  With my uneducated view, GLP also benefited from the incresing demand in China.
shadowmoon ( Date: 01-Jun-2011 17:22) Posted:
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Hutchison Port Holdings Trust rated 'buy' by DBS |
Tags: DBS Vickers Securities | Hutchison Port Holdings Trust
Written by The Edge     |
Wednesday, 01 June 2011 17:05 |
DBS Vickers Securities in a May 30 research report says: " Throughput volumes for the first four months of 2011 rose by 5.7% y-o-y at Yantian Port, 7.9% at COSCOHIT, and we believe by between 6%-8% at HIT, which means that operations at HPH Trust are on track to meet our expectations for FY2011.   " HPH Trust is due to report its interim results by mid-Aug, and we are expecting a dividend per share of c. 1.8 US cents to be declared. Given that HPH Trust seems to be well on its way to meet our projections in FY2011/2012, current FY2011/2012 yields look very attractive at 6.6%/7.2% expect DPU CAGR of 10% up to 2013.   " Target price of US$1.15. This implies a total return potential in excess of 30% at current prices. MAINTAIN BUY." |
any1 noe roughly  when will the qtrly financial report be out for this?
For IPO, the price stability needs about 6months before we know where the trend is actually heading.... no past history to gauge the price...