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This is really quite a fxxx share. Pumped in the morning and then dump all the way!!
Honestly, I don' t know what will happen next.
At the moment, China' s leading property develpers are barely surviving. According to SCMP on 11/10/2018 - Public anger in China spreading as property prices dropped significantly overnight. (https://www.scmp.com/news/china/society/article/2168025/public-anger-china-spreading-property-prices-drop).
Big developers in China like Country Garden are facing tremendous amount of pressure especially in terms of lacking of liquidity. Even though HK Land has big presence in China property market, HK Land' s liquidity seems perfectly fine, as long as their tenants in HK and Singapore can pay their rent on time.
In the near term, my humble guess is that, HK Land' s share price could be moving in tandem with the HK and China stock market. Who knows, it could go lower than USD 6 per share should the US and China relationship turn more sour down the road. Having said all these, should the price of HK Land dropped too low and too sharp, I won' t be surprised that Jardine Group will acquire the other 50% of HK Land at an unbelievable discount.
So, it is wise to go vacation, go fishing, or do anything except spending time following the stock market too closely. Wait and see for the right signal to go in again.
Good investment!
At the moment, China' s leading property develpers are barely surviving. According to SCMP on 11/10/2018 - Public anger in China spreading as property prices dropped significantly overnight. (https://www.scmp.com/news/china/society/article/2168025/public-anger-china-spreading-property-prices-drop).
Big developers in China like Country Garden are facing tremendous amount of pressure especially in terms of lacking of liquidity. Even though HK Land has big presence in China property market, HK Land' s liquidity seems perfectly fine, as long as their tenants in HK and Singapore can pay their rent on time.
In the near term, my humble guess is that, HK Land' s share price could be moving in tandem with the HK and China stock market. Who knows, it could go lower than USD 6 per share should the US and China relationship turn more sour down the road. Having said all these, should the price of HK Land dropped too low and too sharp, I won' t be surprised that Jardine Group will acquire the other 50% of HK Land at an unbelievable discount.
So, it is wise to go vacation, go fishing, or do anything except spending time following the stock market too closely. Wait and see for the right signal to go in again.
Good investment!
investshare ( Date: 15-Oct-2018 10:34) Posted:
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Akan datang. Cld even 5.9, who knows ..... dyodd of course.
investshare ( Date: 15-Oct-2018 13:19) Posted:
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Looks like very possible
Qanghoo ( Date: 15-Oct-2018 11:51) Posted:
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I' m targeting < 6. Great sg sale delayed this yr.
investshare ( Date: 15-Oct-2018 10:34) Posted:
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What happen?
Heng! With the hind sight, glad that I was out at a good time. Having said this, I still think that Usd will remain strong till 2019-2020 timeframe because of Fed's raising of interest rate and reverse QE policy. Good investing!
" A new analysis by Goldman looks at the post-ECB QE world and finds finds something troubling: having purchased virtually no Italian bonds in the past 2 years, the private sector will have to aggressively step up in 2019, and absorb 80% of gross Italian sovereign bond issuance." Wortth watching, as this could be disasterous. Good investment!
https://www.zerohedge.com/news/2018-06-20/perfect-storm-private-sector-must-buy-80-italian-bonds-issuance-2019
Yes. Early June. I still think that holding USD till 2020-2021 timeframe is a good idea. Good day!
investshare ( Date: 07-Jun-2018 14:30) Posted:
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You sold all already?
Jimboy ( Date: 01-Jun-2018 13:10) Posted:
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This is not new, how many people truely believe that HK is independent from mainland?
Jimboy ( Date: 01-Jun-2018 13:10) Posted:
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HONG KONG (Reuters) - The U.S. State Department said Hong Kong ' s leader, Carrie Lam, rejected a request last year to surrender a fugitive into the custody of the United States, at China' s behest... The US report also mentioned signs of overreach by Chinese authorities in Hong Kong.
WORLD NEWSMAY 30, 2018 / 8:04 PM / 2 DAYS AGO
https://www.reuters.com/article/us-hongkong-extradition/china-leaned-on-hong-kong-not-to-hand-fugitive-to-u-s-state-department-says-idUSKCN1IV1HV
Lookout. The US State Department' s accusation is pointing that Hong Kong Government is not independent from China' s direction instruction. They are questioning the so called " one country, two systems" of Hong Kong...
As such, my long term outlook for HK Land and HK as a whole changed from positive to very negative. As such, it is better to reduce exposure in HK Land and HK as a whole before situation turned sour suddenly. All the best and Good investment!
WORLD NEWSMAY 30, 2018 / 8:04 PM / 2 DAYS AGO
https://www.reuters.com/article/us-hongkong-extradition/china-leaned-on-hong-kong-not-to-hand-fugitive-to-u-s-state-department-says-idUSKCN1IV1HV
Lookout. The US State Department' s accusation is pointing that Hong Kong Government is not independent from China' s direction instruction. They are questioning the so called " one country, two systems" of Hong Kong...
As such, my long term outlook for HK Land and HK as a whole changed from positive to very negative. As such, it is better to reduce exposure in HK Land and HK as a whole before situation turned sour suddenly. All the best and Good investment!
Jimboy ( Date: 21-May-2018 10:10) Posted:
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Hongkong Land
Offices shining
DBS Group Research | May 10, 2018
https://www.dbs.com.sg/treasures/aics/templatedata/article/recentdevelopment/data/en/DBSV/052018/HKL_SP_05102018.xml
Key summary points
- Central office vacancy fell below 1% on continued favorable rental reversion
- Office reversionary growth in Singapore to turn positive later this year
- Recent share buyback signals strong embedded value
- Maintain BUY with US$8.53
Good investment!
Offices shining
DBS Group Research | May 10, 2018
https://www.dbs.com.sg/treasures/aics/templatedata/article/recentdevelopment/data/en/DBSV/052018/HKL_SP_05102018.xml
Key summary points
- Central office vacancy fell below 1% on continued favorable rental reversion
- Office reversionary growth in Singapore to turn positive later this year
- Recent share buyback signals strong embedded value
- Maintain BUY with US$8.53
Good investment!
Maybe you can consider to use your newly received dividend to add more HK Land shares.
Easing of the trade tension between US and China is definitely a positive news to China where bulk of the development projects of HK Land are based. Certainly, this positive atmosphere is good for Singapore where HK Land has much presense. Certainly, this is a positive factor good for HK Land' s rental income where bulk of their investment properties are based..
Secondly, the ZTE incidence expose the weakest link in China' s 5G Dream. Likely, PRC will shift some of their 5G and other Hi Tech R& D Research effort from mainland China to Hong Kong. Where Hong Kong, an independent member of the World Trade Organisation (WTO), has less restriction as compared to China in terms of accessing to the latest technologiesis of the western world because of its " laissez faire" policy. It would benefit HK in the longer term, hence a positive factor for HK Land' s property revaluation income in the longer run. ( https://www.timeshighereducation.com/news/xi-jinping-opens-chinese-research-funding-hong-kong)
Good Investment!
Easing of the trade tension between US and China is definitely a positive news to China where bulk of the development projects of HK Land are based. Certainly, this positive atmosphere is good for Singapore where HK Land has much presense. Certainly, this is a positive factor good for HK Land' s rental income where bulk of their investment properties are based..
Secondly, the ZTE incidence expose the weakest link in China' s 5G Dream. Likely, PRC will shift some of their 5G and other Hi Tech R& D Research effort from mainland China to Hong Kong. Where Hong Kong, an independent member of the World Trade Organisation (WTO), has less restriction as compared to China in terms of accessing to the latest technologiesis of the western world because of its " laissez faire" policy. It would benefit HK in the longer term, hence a positive factor for HK Land' s property revaluation income in the longer run. ( https://www.timeshighereducation.com/news/xi-jinping-opens-chinese-research-funding-hong-kong)
Good Investment!
youhoohoo ( Date: 17-May-2018 19:02) Posted:
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Can anyone advise when will we be receiving the dividends payout in our Singapore bank account?
Thanks
Thanks
HK Land's primary listing is in London Stock Exchange. It only requires to produce an interim financial statement for Q 1 and Q 3.
Having said this, based on 2017 ye result, we can have a glimpse on what will happen to their core revenue in 1st and 2nd Q of 2018 - i) contracted sales of developement properties to be recognized in 180 days in Cchina and Singapore and ii) expected lease completion, renewels, offices vacancies rate and supply of offices in Central HK. So far, I think that HK Land's 1H 2018 result should be pretty good! Good Day!
subaru ( Date: 09-May-2018 18:40) Posted:
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Does HKLand report its financial results quarterly like other listed companies on SGX? I don' t seem to have seen this quarterly report.
1 USD is currently 1.3287 SGD at 4:07pm at 25/4!!!
1 USD is currently 1.3275 SGD today. There is a high chance that USD will continue to strengthen against SGD into 2019.
On 23 Apr 2018, 3 month LIBOR rates were roughly around:-
(i) USD - 2.35954 %
(ii) Euro - -0.36500%
(iii) JPY - -0.03667%
Given that Ferderal Reserve will continue to tighten the QE and increase the FED rate into 2019, but Japan' s Central Bank and ECB are more dovish than expected at the moment. Given these, it is very logical for traders to short Euro/Yen and long USD. Consequentially, USD will gain in terms of SGD because USA, EU and Japan are major trading partners of SIngapore.
On the other hand, we have to be very watchful on US Treaury 10 Year' s rate - it has just crossed the 3% psychological mark impacting the most hated Bull Market in US history. We begin to many traders/investors/institutions taking profit when the market rallies from corrections. Like we triy to stop a locomotive running at full speed, it will take sometime before it fully stops.
A such, given the extremely low Price/Book Value (0.3) Low gearing ratios potential rise of USD against SGD limit prime office supply in Central in HK and healthy pipeline of sold developement projects pending for recognition in FY 2018 I still think that HK Land is a better stock to hold compare to those stocks that have shot up the roof in the earlier rallies. Moreover, the recent stock repurchase at USD 7.0 per share sets a bottom price until the Half Year result of 2018 is going to be announced.
Good investment!
HONGKONG LAND HOLDINGS LIMITED (' HKLH' ) SHARE REPURCHASE
http://www.hkland.com/data/media_releases/2018/hll_20180409.pdf
Please be advised of the following market repurchase by HKLH of its ordinary shares:
Date of repurchase: 9th April 2018
Total number of shares repurchased: 12,328,700
Price paid per share: US$7.00
The repurchased shares will be cancelled.
Neil M McNamara, Jardine Matheson Limited
For and on behalf of Hongkong Land Holdings Limited
9th April 2018
www.hkland.com
http://www.hkland.com/data/media_releases/2018/hll_20180409.pdf
Please be advised of the following market repurchase by HKLH of its ordinary shares:
Date of repurchase: 9th April 2018
Total number of shares repurchased: 12,328,700
Price paid per share: US$7.00
The repurchased shares will be cancelled.
Neil M McNamara, Jardine Matheson Limited
For and on behalf of Hongkong Land Holdings Limited
9th April 2018
www.hkland.com