Henderson Far East Income Share Discussion Threads

[orinocor] 24/3/2022 12:43

RNS Number : 9244F

Henderson Far East Income Limited

24 March 2022

2(nd) Interim dividend for year ending 31 August 2022

The directors have declared the second interim dividend of 5.90p (five point nine zero pence) per ordinary share in respect of the year ending 31 August 2022. The dividend will be paid on 27 May 2022 to shareholders on the register on 29 April 2022 (the record date). The shares will be quoted ex-dividend on 28 April 2022.

[orinocor] 24/3/2022 12:42

NAV announced at 299.7p

[woodhawk] 19/3/2022 12:26

I'm not sure there are 'no brainers'. Who would have expected WWIII right on the heels of CV19... what's next? Nevertheless, I'm buying for pretty much the same reason - and very happy to trouser circa 8% in regular quarterly chunks while I wait to see what happens.

[different world] 19/3/2022 11:35

Every time I can lock in a yield here of 8% or more (bought some at 277p earlier last week for a yield of 8.49%), I always add to my holding.

Given that the horrors of Ukraine will eventually come to an end, and Putin will either be tried for war crimes or assassinated (hopefully, and the current regime overthrown, markets will eventually soar worldwide.

To buy these sub £3 for the eventual massive surge in markets is a virtual no-brainer in my view.

[tim 3] 17/3/2022 10:53

Think thats the first time they have ever been on top of my watchlist!Well done to those who bought near the lows.

[panshanger1] 17/3/2022 10:49

After a pretty miserable year !Be good to get back over 300 here

[mister md] 17/3/2022 10:15

Asian markets have had a very strong couple of days

[tonytyke2] 11/3/2022 13:54

Dave Baxter (IC) did a note on income plays around the world in this weeks mag. HFEL was mentioned with the high yield. He highlighted that NAV performance has been positive in recent weeks yet the shares have still suffered and a 12 month high has emerged on the discount front.

That may have stimulated some buying, yesterday/today.

[panshanger1] 11/3/2022 10:33

Can't see a cut in the div in the short / med term Did re read the annual report too before adding 15 years of div income growth and only one year uncovered Obviously not all natural yield - options used to enhance but still pretty impressive stuff Half years reserve left

[lord gnome] 11/3/2022 10:26

I've been adding as well. Last purchase this morning at a tad under 282. A yield of 8.4%, paid quarterly, was just too good to miss. All the shares I bought higher up are well under the water, but value stocks will recover and that income is now locked in.

[brwo349] 11/3/2022 10:22

I'm in now. The nav is about flat for the year so far which is amazing really. This trust is full of value type stocks and will outperform in this environment.

[woodhawk] 08/3/2022 14:22

Had a few more myself.

[speedsgh] 08/3/2022 13:00

So has NED Nicholas George and his wife. £64.5k between them at 274.25p.

[wllmherk] 08/3/2022 11:44

Added a few to my holding,

wllm :)

[aleman] 08/3/2022 11:20

China to adapt Covid policies as current ones fail to curtail the latest Covid outbreak.

[panshanger1] 08/3/2022 08:36

Added a few too on that discount news

[orinocor] 07/3/2022 14:48

NAV just out at 294.9p

FTSE flat.

Suddenly this IT is on a decent discount. Current price 276p-278p

[orinocor] 07/3/2022 10:06

I bought heavily at 270p. Fingers crossed.

[exel] 26/2/2022 12:16

IMHO - the HFEL share price has come out of an horrendous week pretty much as well as might have been expected? - down by just 1.7% to 291p from 296p (WoW). But no one can see much past the present moment, right now, given fast-moving events in Europe.

Meanwhile, HFEL's closely watched TNAV (per share) will remain in sharp focus. It's declaration on 18/2/22 was 294.1p per share. This had fallen by circa 2.6% to he latest (25/2/22) 286.5p. Maybe the 2.6% reduction is a more accurate reflection? - equating to a circa 1.6% premium, being a low-ish premium v HFEL's (closer to 5%?) norm.

[aleman] 25/2/2022 07:53

South Korea and Singapore have been hit by big Covid outbreaks as well but it looks like they and Hong Kong might all be peaking. China is only just taking off.

[gateside] 24/2/2022 19:38

HFEL pays its Dividend tomorrow

[jfinvestments] 24/2/2022 13:57

I've seen a few sources talking about China moving closer to Taiwan.For me, China and India could be the medium term direction of money.

[aleman] 24/2/2022 12:10

Presumably calls for a total 9-day lockdown in Hong Kong in 23 days time (surely that will be after it's finished?) and spread into China appear to be undermining Far East shares?

[orinocor] 24/2/2022 11:08

hfel has no russian investments thankfully