Back

Latest Forum Topics / HPH Trust USD    Last:0.205    -0.005

Post Reply

HUTCHISON PORT TRUST -HIGHEST YIELD AT ROCK BOTTOM Post Reply Rate topic
danger Supreme	02-Feb-2021 09:09        danger About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	LOAD CHEAP danger      ( Date: 02-Feb-2021 07:42) Posted: ###We also see further upside potential to our TP if the company confirms its intention to raise its dividend payout for FY22F and beyond after its debt repayment programme ends in FY21F. #### Meaning that even with USD 27cents target price ... the BB is looking for even higher re-rating for 2022 once HPHT gives postivie guidance from this year onwards ! danger      ( Date: 02-Feb-2021 07:39) Posted: Recommend BUY with raised TP of US$0.27 given HPH Trust ' s  positive earnings recovery trajectory.  We believe that HPH Trust&rsquo s share price has more room to re-rate in 2021 given its firm earnings recovery momentum. We also see further upside potential to our TP if the company confirms its intention to raise its dividend payout for FY22F and beyond after its debt repayment programme ends in FY21F. On track for strong 2H20 earnings and a sustained recovery ahead.  We have raised our FY20F and FY21F earnings by 10% and 7% respectively after factoring in higher throughput volume assumptions. We expect exports out of China to remain firm for at least the first half of 2021 as many parts of the world remain in lockdown while a synchronised global recovery in the second half would also be a boost. More confident of higher dividends from FY22F onwards.  With an improving earnings outlook bolstering the Trust ' s cash flow and balance sheet, we are confident that the Trust will not look to extend its HK$1bn per annum debt repayment plan beyond 2021 and is therefore likely to raise its DPU payout significantly from FY22F onwards. Raise TP to US$0.27 maintain BUY.  Our DCF-based TP is raised from US$0.22 to US$0.27 to account for our raised earnings forecasts and as we roll over our base year to FY21F, while maintaining WACC at 8%
Useful To Me  Not Useful To Me
danger Supreme	02-Feb-2021 08:08        danger About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Few.more days to result and dividend
Useful To Me  Not Useful To Me
danger Supreme	02-Feb-2021 07:42        danger About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	###We also see further upside potential to our TP if the company confirms its intention to raise its dividend payout for FY22F and beyond after its debt repayment programme ends in FY21F. #### Meaning that even with USD 27cents target price ... the BB is looking for even higher re-rating for 2022 once HPHT gives postivie guidance from this year onwards ! danger      ( Date: 02-Feb-2021 07:39) Posted: Recommend BUY with raised TP of US$0.27 given HPH Trust ' s  positive earnings recovery trajectory.  We believe that HPH Trust&rsquo s share price has more room to re-rate in 2021 given its firm earnings recovery momentum. We also see further upside potential to our TP if the company confirms its intention to raise its dividend payout for FY22F and beyond after its debt repayment programme ends in FY21F. On track for strong 2H20 earnings and a sustained recovery ahead.  We have raised our FY20F and FY21F earnings by 10% and 7% respectively after factoring in higher throughput volume assumptions. We expect exports out of China to remain firm for at least the first half of 2021 as many parts of the world remain in lockdown while a synchronised global recovery in the second half would also be a boost. More confident of higher dividends from FY22F onwards.  With an improving earnings outlook bolstering the Trust ' s cash flow and balance sheet, we are confident that the Trust will not look to extend its HK$1bn per annum debt repayment plan beyond 2021 and is therefore likely to raise its DPU payout significantly from FY22F onwards. Raise TP to US$0.27 maintain BUY.  Our DCF-based TP is raised from US$0.22 to US$0.27 to account for our raised earnings forecasts and as we roll over our base year to FY21F, while maintaining WACC at 8% danger      ( Date: 02-Feb-2021 06:52) Posted: Container throughput at China ' s major ports recorded an accelerated increase in mid-January, data from an industrial association showed
Useful To Me  Not Useful To Me
danger Supreme	02-Feb-2021 07:39        danger About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Recommend BUY with raised TP of US$0.27 given HPH Trust ' s  positive earnings recovery trajectory.  We believe that HPH Trust&rsquo s share price has more room to re-rate in 2021 given its firm earnings recovery momentum. We also see further upside potential to our TP if the company confirms its intention to raise its dividend payout for FY22F and beyond after its debt repayment programme ends in FY21F. On track for strong 2H20 earnings and a sustained recovery ahead.  We have raised our FY20F and FY21F earnings by 10% and 7% respectively after factoring in higher throughput volume assumptions. We expect exports out of China to remain firm for at least the first half of 2021 as many parts of the world remain in lockdown while a synchronised global recovery in the second half would also be a boost. More confident of higher dividends from FY22F onwards.  With an improving earnings outlook bolstering the Trust ' s cash flow and balance sheet, we are confident that the Trust will not look to extend its HK$1bn per annum debt repayment plan beyond 2021 and is therefore likely to raise its DPU payout significantly from FY22F onwards. Raise TP to US$0.27 maintain BUY.  Our DCF-based TP is raised from US$0.22 to US$0.27 to account for our raised earnings forecasts and as we roll over our base year to FY21F, while maintaining WACC at 8% danger      ( Date: 02-Feb-2021 06:52) Posted: Container throughput at China ' s major ports recorded an accelerated increase in mid-January, data from an industrial association showed
Useful To Me  Not Useful To Me
danger Supreme	02-Feb-2021 06:52        danger About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Container throughput at China ' s major ports recorded an accelerated increase in mid-January, data from an industrial association showed
Useful To Me  Not Useful To Me
larryhoo Member	01-Feb-2021 16:19        larryhoo About Contact  Quote this Post!
x 0   x 0  Alert Admin	Results out on 8th February 2021, after trading hours PQTPQK      ( Date: 01-Feb-2021 14:25) Posted: when is the result coming out?? larryhoo      ( Date: 01-Feb-2021 13:10) Posted: DBS UPDATE USD $0.270 on 1st Feb 2021 Screen shot taken https://ibb.co/30tCmFk If results better than report, we expect re-rating. Will do a Part 8 Soon when i read finish the report
Useful To Me  Not Useful To Me
vinceyu Member	01-Feb-2021 16:02        vinceyu About Contact  Quote this Post!
x 0   x 0  Alert Admin	Quick View Target Price*US$ 0.27 Recomendation**BUY Market Cap*US$ 1786m  Bloomberg CodeHPHT_SP_Equity Publication Date2021-02-01
Useful To Me  Not Useful To Me
Kittykitty Senior	01-Feb-2021 15:08        Kittykitty About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yeah .  larryhoo      ( Date: 01-Feb-2021 13:10) Posted: DBS UPDATE USD $0.270 on 1st Feb 2021 Screen shot taken https://ibb.co/30tCmFk If results better than report, we expect re-rating. Will do a Part 8 Soon when i read finish the report. larryhoo      ( Date: 22-Jan-2021 21:41) Posted: Part 7 Be focus and have the conviction to hold Sources from HKCCKC Index How do you know that if a port business is recovering? Just look at the latest 6 months figures vs Year On Year Growth. The container figures is going back up to 1200-1300 Range 1200-1300 Range is the Year 2016/2017 which share price was around USD 0.400 Series And this is even before the effect of RCEP which likely to happen 2nd half of 2021. If fundamental doesnt change, the share price will reflect the value of the share in time to come and this stock is a reasonable dividend stock with good growth. Target Price 0.40USD series and if all things good, we can TP higher :) Below information For your analysis   Kwai Tsing Container Terminal ( 0.200 USD Series ) 10.30% 12/31/20 1,317 12/31/19 1,194 4.50% 11/30/20 1,231 11/30/19 1,178 2.55% 10/31/20 1,249 10/31/19 1,218 7.67% 09/30/20 1,236 09/30/19 1,148 2.78% 08/31/20 1,255 08/31/19 1,221 7.20% 07/31/20 1,266 07/31/19 1,181 7.82% 06/30/20 1,254 06/30/19 1,163 -1.86% 05/31/20 1,211 05/31/19 1,234 -5.02% 04/30/20 1,154 04/30/19 1,215 -1.70% 03/31/20 1,211 03/31/19 1,232 0.00% 02/29/20 947 02/28/19 947 -12.94% 01/31/20 1,124 01/31/19 1,291 1.64% 2020 14,455 2019 14,222 Kwai Tsing Container Terminal ( 0.400 USD Series ) -3.57% 12/31/17 1,352 12/31/16 1,402 -1.60% 11/30/17 1,349 11/30/16 1,371 -0.90% 10/31/17 1,314 10/31/16 1,326 12.33% 09/30/17 1,430 09/30/16 1,273 3.47% 08/31/17 1,341 08/31/16 1,296 9.08% 07/31/17 1,406 07/31/16 1,289 3.93% 06/30/17 1,322 06/30/16 1,272 14.39% 05/31/17 1,479 05/31/16 1,293 10.50% 04/30/17 1,379 04/30/16 1,248 18.40% 03/31/17 1,390 03/31/16 1,174 16.75% 02/28/17 1,136 02/29/16 973 3.89% 01/31/17 1,336 01/31/16 1,286 6.78% 2017 16,234 2016 15,203
Useful To Me  Not Useful To Me
PQTPQK Supreme	01-Feb-2021 14:25        PQTPQK About Contact  Quote this Post!
x 0   x 0  Alert Admin	when is the result coming out?? larryhoo      ( Date: 01-Feb-2021 13:10) Posted: DBS UPDATE USD $0.270 on 1st Feb 2021 Screen shot taken https://ibb.co/30tCmFk If results better than report, we expect re-rating. Will do a Part 8 Soon when i read finish the report. larryhoo      ( Date: 22-Jan-2021 21:41) Posted: Part 7 Be focus and have the conviction to hold Sources from HKCCKC Index How do you know that if a port business is recovering? Just look at the latest 6 months figures vs Year On Year Growth. The container figures is going back up to 1200-1300 Range 1200-1300 Range is the Year 2016/2017 which share price was around USD 0.400 Series And this is even before the effect of RCEP which likely to happen 2nd half of 2021. If fundamental doesnt change, the share price will reflect the value of the share in time to come and this stock is a reasonable dividend stock with good growth. Target Price 0.40USD series and if all things good, we can TP higher :) Below information For your analysis   Kwai Tsing Container Terminal ( 0.200 USD Series ) 10.30% 12/31/20 1,317 12/31/19 1,194 4.50% 11/30/20 1,231 11/30/19 1,178 2.55% 10/31/20 1,249 10/31/19 1,218 7.67% 09/30/20 1,236 09/30/19 1,148 2.78% 08/31/20 1,255 08/31/19 1,221 7.20% 07/31/20 1,266 07/31/19 1,181 7.82% 06/30/20 1,254 06/30/19 1,163 -1.86% 05/31/20 1,211 05/31/19 1,234 -5.02% 04/30/20 1,154 04/30/19 1,215 -1.70% 03/31/20 1,211 03/31/19 1,232 0.00% 02/29/20 947 02/28/19 947 -12.94% 01/31/20 1,124 01/31/19 1,291 1.64% 2020 14,455 2019 14,222 Kwai Tsing Container Terminal ( 0.400 USD Series ) -3.57% 12/31/17 1,352 12/31/16 1,402 -1.60% 11/30/17 1,349 11/30/16 1,371 -0.90% 10/31/17 1,314 10/31/16 1,326 12.33% 09/30/17 1,430 09/30/16 1,273 3.47% 08/31/17 1,341 08/31/16 1,296 9.08% 07/31/17 1,406 07/31/16 1,289 3.93% 06/30/17 1,322 06/30/16 1,272 14.39% 05/31/17 1,479 05/31/16 1,293 10.50% 04/30/17 1,379 04/30/16 1,248 18.40% 03/31/17 1,390 03/31/16 1,174 16.75% 02/28/17 1,136 02/29/16 973 3.89% 01/31/17 1,336 01/31/16 1,286 6.78% 2017 16,234 2016 15,203
Useful To Me  Not Useful To Me
vinceyu Member	01-Feb-2021 13:41        vinceyu About Contact  Quote this Post!
x 0   x 0  Alert Admin	👍 👍 👍 💪 💪 💪 🤞 🤞 🤞
Useful To Me  Not Useful To Me
larryhoo Member	01-Feb-2021 13:10        larryhoo About Contact  Quote this Post!
x 0   x 0  Alert Admin	DBS UPDATE USD $0.270 on 1st Feb 2021 Screen shot taken https://ibb.co/30tCmFk If results better than report, we expect re-rating. Will do a Part 8 Soon when i read finish the report. larryhoo      ( Date: 22-Jan-2021 21:41) Posted: Part 7 Be focus and have the conviction to hold Sources from HKCCKC Index How do you know that if a port business is recovering? Just look at the latest 6 months figures vs Year On Year Growth. The container figures is going back up to 1200-1300 Range 1200-1300 Range is the Year 2016/2017 which share price was around USD 0.400 Series And this is even before the effect of RCEP which likely to happen 2nd half of 2021. If fundamental doesnt change, the share price will reflect the value of the share in time to come and this stock is a reasonable dividend stock with good growth. Target Price 0.40USD series and if all things good, we can TP higher :) Below information For your analysis   Kwai Tsing Container Terminal ( 0.200 USD Series ) 10.30% 12/31/20 1,317 12/31/19 1,194 4.50% 11/30/20 1,231 11/30/19 1,178 2.55% 10/31/20 1,249 10/31/19 1,218 7.67% 09/30/20 1,236 09/30/19 1,148 2.78% 08/31/20 1,255 08/31/19 1,221 7.20% 07/31/20 1,266 07/31/19 1,181 7.82% 06/30/20 1,254 06/30/19 1,163 -1.86% 05/31/20 1,211 05/31/19 1,234 -5.02% 04/30/20 1,154 04/30/19 1,215 -1.70% 03/31/20 1,211 03/31/19 1,232 0.00% 02/29/20 947 02/28/19 947 -12.94% 01/31/20 1,124 01/31/19 1,291 1.64% 2020 14,455 2019 14,222 Kwai Tsing Container Terminal ( 0.400 USD Series ) -3.57% 12/31/17 1,352 12/31/16 1,402 -1.60% 11/30/17 1,349 11/30/16 1,371 -0.90% 10/31/17 1,314 10/31/16 1,326 12.33% 09/30/17 1,430 09/30/16 1,273 3.47% 08/31/17 1,341 08/31/16 1,296 9.08% 07/31/17 1,406 07/31/16 1,289 3.93% 06/30/17 1,322 06/30/16 1,272 14.39% 05/31/17 1,479 05/31/16 1,293 10.50% 04/30/17 1,379 04/30/16 1,248 18.40% 03/31/17 1,390 03/31/16 1,174 16.75% 02/28/17 1,136 02/29/16 973 3.89% 01/31/17 1,336 01/31/16 1,286 6.78% 2017 16,234 2016 15,203 larryhoo      ( Date: 21-Jan-2021 22:39) Posted: Part 6 - Are you a Donkey? Many pm-ed and ask for real DATA, news. How come stock never move? Why the share price still dropping? My question is， why you panic? What' s your goal? What' s your homework done? If all things done, you invested, dont worry. Let the market do it things and enjoy the fruit of your homework. Dont look at market movement and forget all your homework! Donkeys. LOL. Some of the latest JAN 2021 Updates. http://www.hongkongmaritimehub.com/box-throughput-falls-short-at-hong-kong-port-in-2020/ Real Data showing a sharp V-Turn Recovery of Hong Kong Port. The biggest Dec 2019 Vs Dec 2020 6.1% Growth. And who exactly gained from it? Of course, our dear HPH asset, the Kwai Tsing terminals boosted throughput by 10.4% http://www.hongkongmaritimehub.com/are-shippers-right-to-blame-carriers-for-vessel-capacity-shortage/ How massive the growth is? Not enough containers! Not Enough Ships!       More links to show Other port / Shipping business in hong Kong are growing massively http://www.hongkongmaritimehub.com/oocls-fourth-quarter-sees-volumes-and-revenue-surge/ http://www.hongkongmaritimehub.com/sitc-looking-to-50-profit-increase-for-2020/ http://www.hongkongmaritimehub.com/cssc-hong-kong-shipping-issues-profit-warning/
Useful To Me  Not Useful To Me
vinceyu Member	01-Feb-2021 11:58        vinceyu About Contact  Quote this Post!
x 0   x 0  Alert Admin	Mari Mari Mari!! Lai Lai Lai👍 👍 👍
Useful To Me  Not Useful To Me
danger Supreme	01-Feb-2021 11:53        danger About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	LAI LIAO !!! HAVE TO BE SUPERD RESULT AND BULLISH FUTURE.. SUPPORTED BY SUPERD DIVIDEND SAINTE      ( Date: 01-Feb-2021 11:40) Posted: DBS just released a new TP. 0.27
Useful To Me  Not Useful To Me
SAINTE Member	01-Feb-2021 11:40        SAINTE About Contact  Quote this Post!
x 0   x 0  Alert Admin	DBS just released a new TP. 0.27
Useful To Me  Not Useful To Me
danger Supreme	01-Feb-2021 11:14        danger About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	COMING !!! LAST FEW TRADING DAYS BEFORE RESULT AND DIVIDEND AGAIN
Useful To Me  Not Useful To Me
vinceyu Member	01-Feb-2021 10:52        vinceyu About Contact  Quote this Post!
x 0   x 0  Alert Admin	CKH Up 2.05%👍
Useful To Me  Not Useful To Me
danger Supreme	01-Feb-2021 10:01        danger About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	LOAD CHEAP !!!
Useful To Me  Not Useful To Me
danger Supreme	01-Feb-2021 09:45        danger About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	REFUELING FOR ROCKET AND DIVIDEND
Useful To Me  Not Useful To Me
maccer Master	01-Feb-2021 09:08        maccer About Contact  Quote this Post!
x 0   x 0  Alert Admin	Watch out on this counter! " Reddish" target?
Useful To Me  Not Useful To Me
danger Supreme	01-Feb-2021 06:53        danger About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Few more trading days away to BIG DAY
Useful To Me  Not Useful To Me

                                                         First   < Newer   441-460 of 4759   Older>   Last