|Henderson Far East Income
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Henderson Far East Share Discussion Threads
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|Another interesting presentation. Thanks, Goldpig.|
The HFEL shareholders meeting on Thursday 15th December 2016 can be seen online using the link below. You will need to scroll down the page as the AGM's of various Henderson Trusts seem to be lumped together this year.
A really good presentation and well worth watching.
|Just worked my blended yield out - not quite as good as yours! 6.4% and average purchase price of 3.20. Funny how selective memory congratulates oneself for the purchase at the lows and therefore thinks the rest of the last 12 months buys were nearer that price than they were : )|
|Yep - an annual yield of 5.7% @ today's 351p or of 6.7% on my average cost price of 300p. :-)|
|there is the divi - fantastic income|
|China's ratings are less than half the US and UK. Australia is only slightly cheaper, though. One would imagine Chinese shares will have to go up eventually after consolidating for 15-18 months. During that period, the economy has grown maybe 10% and HFEL are lined up in cash-generative stocks linked to increased consumer spending as the Chinese econmy rebalances away from export-driven growth. In theory, it sounds like a good plan but we'll have to see what happens in practice.
free stock charts from uk.advfn.com
|Im not sure to be honest. Not that it means anything but I sold my US holdings after Christmas. According to Hargreaves Lansdowne Asian stocks are valued at the same level as they were during the 2009 crisis.|
|It would indeed be nice, but is a Trump-size wheel about to fall off the Asian growth bandwagon? Quite possibly.|
|Divi announcement this week of next? Another 10% increase in divi later this year would give my initial purchases in jan 2016 an almost 9% yield...not bad : )|
A brave short term call from shares magazine. A lot depends on currency movements (pound), market sentiment, the Trump effect, world events, Trans-Pacific Partnership etc. All things being equal I would expect the dividend to be increased in August, but as HFEL is in my ISA portfolio as a LTBH I would tend to add shares if there are any hiccups.
Long term HFEL should do well for the reasons outlined in the shares magazine article.
Happy New Year to all readers on this board.
|From Shares Magazine of Dec 15th: "There's a strong chance of double digit dividend growth from the portfolio this year ... Debt levels in Asia are very low and free cashflow is going through the roof."|
|I do like this trust currently trrading at a small discount to NAV and also AAIF which is trading at a much larger discount (approx 12%),and busily buying back its own shares at a healthy discount most days.Though nobody likes to see their investments fall in value,in times of turmoil it can be a great way of adding to long term value (providing of course that we are not on a way trip to armageddon).
I'm always a reluctant seller,and place a lot of faith in the managers to make the right decisions at the right time.
The buy,hold and top up paid off earlier in the year when i was able to pick these and AAIF up 25% cheaper than current prices,and won't be afrid to do so again,if the falls continue.
It has also paid off handsomely when i started buying back into the commodity sector (BRCI and BRWM),when they reached their 2008 lows.
Why such a reluctant seller when prices are falling ?
Because they are usually followed by large rises at unexpected times,often at times when you are no longer holding,so if i do sell,i much prefer it to be when markets have been on an upward trend for some time.|
|20p of dividends were paid out of 21.13p of income. And the outlook for dividends:
The outlook for dividends is the region's most compelling feature. The strong cash flow generation and low dividend pay-out ratio provide real optimism for strong dividend growth while the cushion this provides gives comfort that dividends are sustainable should unforeseen global events call into question levels of dividend pay-out.|
|Henderson Far East gains from Brexit vote
Thu 10 Nov 2016
Investment Trust Henderson Far East, which provides a diversified portfolio of investments traded in the Asia Pacific region, reported a positive total return for the year ended 31 August 2016 due to the devaluation in Sterling following the result of the EU referendum. The company's proposed annual dividend rose by 4.2% to 20p, which maintains the significant yield advantage that the group achieves over other Asian income investment companies. The net asset value total return was 32.1% whilst the share price total return was 33.4%, reflecting the small uplift in the company's premium rating.
Chairman John Russell however cautioned that "global macro uncertainties continue to unsettle global stock markets which means that the volatility which has been a feature of the last two years looks set to continue." The company also issued 2.1m shares during the year to raise £6.3m at a premium to asset value thereby enhancing the NAV per share for existing shareholders. A further 350,000 shared were issued since 31 August 2016 raising £1.2m. The share price fell by 0.3% to 337p on Thursday.|
|As at close of business on 2nd November 2016, the unaudited net asset value per share, calculated in accordance with the AIC formula (including current financial year revenue items) was 353.7p.
As at close of business on 2nd November 2016, the unaudited net asset value per share (calculated excluding current financial year revenue items) was 346.3p.|
|25 October 2016
HENDERSON FAR EAST INCOME LIMITED
Fourth Interim Dividend
The directors have declared a fourth interim dividend of 5.10p (five point one zero pence) per ordinary share in respect of the year ending 31 August 2016. The dividend will be paid on 30 November 2016 to shareholders on the register (the record date) on 4 November 2016. The shares will be quoted ex-dividend on 3 November 2016.|
|362.1p so discount is growing a bit.|
Market sentiment still look good here. On a TA viewpoint the 2015 highs were tested but for the moment offer resistance. I hold for the long term so ignore the noise.
All in all very happy with HFEL.
|Looks like these have stopped trading at a premium - NAV up to 361.7p and should be up again today as the £ has fallen further. Probably around a 2% discount now.|
|Hold HFEL higher dividend UEM good defensive in infrastructure AAIF SOI ANW MYI all relatively good dividend payers.
Also long term for growth not dividend
JII and VOF.
Been rewarded thus far|
|Corguv, have good position here. What other Asia Pacific Investment trusts do you recommend ( either income or superior growth ) ?|
|Held these for some time along with other Asia Pacific Trusts. Quarterly dividend of 5.1 pence is a powerful incentive to hold if you want income in a world of slashed interest rates and QE. Political and Economic risk has also swung in favour of Asia/Pac. Re Trump and Brexit/Europe mess.|
|Ex dividend on 4th August I believe. Not long to buy.|
|Hi Soupdragon55 and Skinny,
Very pleased with the increased dividend here. In the very short term the share price is well up with events. I hold these for the long term and HFEL has plenty of potential for dividend and capital growth over the next few years.
|As at close of business on 26th July 2016, the unaudited net asset value per share, calculated in accordance with the AIC formula (including current financial year revenue items) was 340.9p.
As at close of business on 26th July 2016, the unaudited net asset value per share (calculated excluding current financial year revenue items) was 334.2p.|