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Flyordie Veteran	30-Mar-2014 14:00        Flyordie About Contact  Quote this Post!   Mood: Yells: "Sifu, Online !!!! Sea Pek Urgent !!!!"
x 0   x 0  Alert Admin	HUH go go go! (Received dividend yesterday, tomorrow buy more to keep!)
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StayingFoolish85 Senior	18-Mar-2014 09:26        StayingFoolish85 About Contact  Quote this Post!
x 0   x 0  Alert Admin	OCBC Investment Research 14 Mar 14   Company   Target Price   Buy   Hold   Sell   CapitaLand   3.737   21   3   0   HPH (USD)   0.705   10   9   3   Comfort Del Gro   2.205   9   2   3   Golden Agri   0.604   8   8   4
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StayingFoolish85 Senior	18-Mar-2014 09:25        StayingFoolish85 About Contact  Quote this Post!
x 0   x 0  Alert Admin	OCBC Investment Research 14 Mar 14 Company Target Price Buy Hold Sell CapitaLand 3.737 21 3 0 HPH (USD) 0.705 10 9 3 Comfort Del Gro 2.205 9 2 3 Golden Agri 0.604 8 8 4
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darkknight Member	16-Mar-2014 22:10        darkknight About Contact  Quote this Post!
x 0   x 0  Alert Admin	Oops NTA is S$1.17 per share (US$0.94). Sorry for the typo. darkknight      ( Date: 16-Mar-2014 22:02) Posted: It's actually at a slight gain of 5%. The rate of return for HPH is 3% while it's cash distribution is at 7%-8%, so  one can view that  the trust is self liquidating anyway. It's NTA per share is at US$1.17 after  coming march  cash distribution, so mathematically speaking, one would want the trust to sell all their asset immediately which would mean an immediate 85% gain in stock value.    :)      lennon1986      ( Date: 16-Mar-2014 16:05) Posted: They sold the terminal at a loss is this good
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darkknight Member	16-Mar-2014 22:02        darkknight About Contact  Quote this Post!
x 0   x 0  Alert Admin	It's actually at a slight gain of 5%. The rate of return for HPH is 3% while it's cash distribution is at 7%-8%, so  one can view that  the trust is self liquidating anyway. It's NTA per share is at US$1.17 after  coming march  cash distribution, so mathematically speaking, one would want the trust to sell all their asset immediately which would mean an immediate 85% gain in stock value.    :)      lennon1986      ( Date: 16-Mar-2014 16:05) Posted: They sold the terminal at a loss is this good? Octavia      ( Date: 14-Mar-2014 09:31) Posted: HPH Trust: Entered into strategic partnerships with COSCO Pacific and China Shipping Terminal Development Company through their 40% and 20% respective interest in subsidiary Asia Container Terminal Holdings, for an aggregate consideration of HK$2.5b. By selling off its 60% stake, HPH yields a disposal gain of approx HK$125m. The newly formed JV alliance would form a strategic relationship, allowing all 4 berths located at the COSCO-HIT Terminals and the Asia Container Terminals to be operated as one contiguous 1,380m long berth. This would allow the handling of multiple mega vessels. The proceeds are expected to support a 2014 DPU at least similar to 2013. HSBC upgrades to Neutral (from U/W) but with lower TP of US$0.62 from US$0.63, with the upgrade supported by higher dividend yield
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lennon1986 Member	16-Mar-2014 16:05        lennon1986 About Contact  Quote this Post!
x 0   x 0  Alert Admin	They sold the terminal at a loss is this good? Octavia      ( Date: 14-Mar-2014 09:31) Posted: HPH Trust: Entered into strategic partnerships with COSCO Pacific and China Shipping Terminal Development Company through their 40% and 20% respective interest in subsidiary Asia Container Terminal Holdings, for an aggregate consideration of HK$2.5b. By selling off its 60% stake, HPH yields a disposal gain of approx HK$125m. The newly formed JV alliance would form a strategic relationship, allowing all 4 berths located at the COSCO-HIT Terminals and the Asia Container Terminals to be operated as one contiguous 1,380m long berth. This would allow the handling of multiple mega vessels. The proceeds are expected to support a 2014 DPU at least similar to 2013. HSBC upgrades to Neutral (from U/W) but with lower TP of US$0.62 from US$0.63, with the upgrade supported by higher dividend yield
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Octavia Supreme	14-Mar-2014 09:31        Octavia About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	HPH Trust: Entered into strategic partnerships with COSCO Pacific and China Shipping Terminal Development Company through their 40% and 20% respective interest in subsidiary Asia Container Terminal Holdings, for an aggregate consideration of HK$2.5b. By selling off its 60% stake, HPH yields a disposal gain of approx HK$125m. The newly formed JV alliance would form a strategic relationship, allowing all 4 berths located at the COSCO-HIT Terminals and the Asia Container Terminals to be operated as one contiguous 1,380m long berth. This would allow the handling of multiple mega vessels. The proceeds are expected to support a 2014 DPU at least similar to 2013. HSBC upgrades to Neutral (from U/W) but with lower TP of US$0.62 from US$0.63, with the upgrade supported by higher dividend yield
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Azzaramich Member	10-Mar-2014 13:56        Azzaramich About Contact  Quote this Post!
x 0   x 0  Alert Admin	HK is gradually losing its status as an import-export gateway of China.   In addition, HK port operators will be affected by increasing operation costs.
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Secret_Squirrel Elite	09-Mar-2014 23:45        Secret_Squirrel About Contact  Quote this Post!   Yells: "Stay curious but skeptical"
x 0   x 0  Alert Admin	China in US$22.98b trade deficit in February. Looks like this will also affect the earnings of this counter.
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Secret_Squirrel Elite	21-Feb-2014 21:34        Secret_Squirrel About Contact  Quote this Post!   Yells: "Stay curious but skeptical"
x 0   x 0  Alert Admin	Can buy once drop below 58 cents
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cheng987 Veteran	13-Feb-2014 16:51        cheng987 About Contact  Quote this Post!
x 0   x 0  Alert Admin	likely to chiong up a few cts tomorror
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sun233 Elite	12-Feb-2014 12:55        sun233 About Contact  Quote this Post!
x 0   x 1  Alert Admin	unless u already hv a USD acc. no point opening ones.....charges ridiculous sun233      ( Date: 12-Feb-2014 12:39) Posted: U get a cheque in USD. Deposit it in DBS and they exchange it to S$ n credit to yr account. InvestNotTrade      ( Date: 12-Feb-2014 10:07) Posted: Any idea if I elect to receive dividend in USD, where will the money go? Will my bank (DBS) create a separate account to keep the USD?
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sun233 Elite	12-Feb-2014 12:39        sun233 About Contact  Quote this Post!
x 0   x 0  Alert Admin	U get a cheque in USD. Deposit it in DBS and they exchange it to S$ n credit to yr account. InvestNotTrade      ( Date: 12-Feb-2014 10:07) Posted: Any idea if I elect to receive dividend in USD, where will the money go? Will my bank (DBS) create a separate account to keep the USD?
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Octavia Supreme	12-Feb-2014 10:10        Octavia About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	4Q13 results below street estimates due mainly to one-off items, although 2H13 DPU of HK$22.3¢ were above expectations 4Q13 net profit slumped 47% y/y to HK$334.8m on the back of higher cost of services due to RMB appreciation, inflationary pressure, increased staff costs after the acquisition of Asia Container Terminal and higher container throughput. Revenue stayed flat at HK$3.1b. Hong Kong Terminals (HIT) recorded a 10.1% fall on weaker transshipment and US/EU cargoes, as well as lower revenue per TEU due to one-off concessions granted to liners after the industrial action. Meanwhile in China, Yantian ports saw container throughput rise 4.7% from growth in transshipment and US cargoes, although revenue per TEU was lower y/y from adverse throughput mix of containers from liners. Going forward, consensus outlook for US and EU are favourable in 2014, which is a major factor in determining the total volume of containers handled by HPH Trust. While China?s economy outlook remains favourable as government pledges to maintain policy stability and support steady growth. HPH Trust declared 2H13 DPU of HK22.3¢, bringing full year dividend to HK41¢, exceeding management's guidance of HK40¢. This translates to a yield of 8% based on the current price of US$0.66/share. Latest broker recommendations as follows: CS maintains Outperform with TP US$0.82 Deutsche maintains Buy with TP US$0.73 OCBC maintains Hold and lowers TP to US$0.63 (from US$0.74) UOB Kay Hian maintains Buy but lowers TP to US$0.80 (from US$0.88)
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InvestNotTrade Senior	12-Feb-2014 10:07        InvestNotTrade About Contact  Quote this Post! Style: Fundamental   Mood: Yells: "seekingprivatereturns.blog"
x 0   x 0  Alert Admin	Any idea if I elect to receive dividend in USD, where will the money go? Will my bank (DBS) create a separate account to keep the USD?
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sun233 Elite	12-Feb-2014 08:52        sun233 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Debt ceiling debate put off till March.............another positive for the markets.
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sun233 Elite	12-Feb-2014 08:49        sun233 About Contact  Quote this Post!
x 0   x 0  Alert Admin	I believe it's already priced in. It's the yield that matters............Forward looking statements positive. Today's China trade numbers might be a downer. Azzaramich      ( Date: 11-Feb-2014 19:24) Posted: Confirmed trend of lower distribution. Distribution of 22.30 HK cents per unit for the period 1 July 2013 to 31 December 2013  Distribution of 27.19 HK cents per unit for the period 1 July 2012 to 31 December 2012  Down by 18%. The dividend yield has remained attractive because of the lower share price. Over time, the share price may drift lower along with the distribution.   HK ports are gradually losing their competitive advantages to China ports.   Will HPH acquire or build up new ports in China?
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Mardi.tan Member	11-Feb-2014 23:44        Mardi.tan About Contact  Quote this Post!
x 0   x 0  Alert Admin	Wow... High yield
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Azzaramich Member	11-Feb-2014 20:39        Azzaramich About Contact  Quote this Post!
x 0   x 1  Alert Admin	The price will continue to drift lower along with the distribution to keep the dividend yield at say 7-8%.   With tapering and therefore rising interest rate, investors will demand a higher dividend yield from business trusts and REITs, thereby exacerbating the decline in share price.   Unless HPH revises its business model, I think its share price will come under intense downward pressure.
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nisjsj Member	11-Feb-2014 19:55        nisjsj About Contact  Quote this Post!
x 0   x 0  Alert Admin	The current price of HPH has come down quite a lot. The market could have priced in this trend already.
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