Henderson Far East Income Share Discussion Threads

[panshanger1] 05/1/2023 23:11

Been adding over the last few months with that expectation but to be honest I'm here for the dividends really as taking the income from my ISA now So sustainability of said dividend is important too

[scruff1] 05/1/2023 21:49

True panshanger but this surely is a case of where the egg comes before the chicken (I think its that way round!!)The price is based on perception/anticipation at the moment but if things do turn around in China then the FE will follow as will HFELs NAV so it shouldnt cause too much of a drag. Thats my opinion at least. Would it be yours?

[panshanger1] 05/1/2023 20:56

Premium been getting bigger here though scruff !What I like here is the dividend record,little gearing, no performance fee and the fact that this region generally must improve in the not too distant ..GLA

[scruff1] 05/1/2023 19:31

Yes I did. I didnt notice the connection. Anyway its looking like we are on a bit of a roll which is very welcome. Gets a tad tiresome seeing all your dividends go to covering the capital loss. Hopefully the situation in China is on the mend which is a blessing cos if we aint gonna be dependent on Russia for our future fossils we will be dependent on China for our windmills, solar panels and batteries. Our politicos are not happy if they have to sort summat themselves. At the moment it seems Putin and Xi will decide for them what will be renewable - our heroic leaders dont seem to have much of a say. Talking of which I really am tempted to have another punt on ITM. I sense a bit of momentum gathering for hydrogen of one form or another. Its the increasing cash burn and the lack of progress with sales thats the real worry of course

[skinny] 05/1/2023 16:21

Scruff - if you mean my post, it was just that I happened to see the spike down and noticed the NAV RNS at that time - a 4p rise over yesterday and the price spiked down @7p - I tried to buy, but the price was already back to 277 - possibly just a timing coincidence or 'fat finger'.

[speedsgh] 09/12/2022 14:52

Whilst HFEL is not just about China, there is a very interesting (if lenghty) take on the likely consequences of the easing of the lockdowns in China by the managers of the Bellevue Healthcare Trust in their latest monthly factsheet. Head for the Manager's Musings which starts on page 4...

[lord gnome] 08/12/2022 18:01

That would certainly help HFEL, scruff. It would also help my commodity holdings. Chart-wise we seem to building a reverse Head and Shoulders which should see us back to 280 in short order. Bring it on. We need it.

[scruff1] 08/12/2022 17:49

City Wire 'chinese stocks could rebound another 40% in current rally'

[neilyb675] 05/12/2022 09:38

271.00 - 274.50 (GBX) at 09:37:27
on Market (LSE)

[superiorshares] 05/12/2022 08:00

scruff
if you look at the main demonstration at the Foxconn factory. That was reported as a stand against Covid Lockdowns. It wasn't it was a stand against the factory owners. They had promised various bonuses for work. The owners then promptly broke their promises and failed to pay!/ And the Culprits ?.. all connected to the great APPLE :-).

[scruff1] 04/12/2022 09:39

I tend not to listen to it at all ( though I am not sure to which particulr comment you refer.

I read this am that Beijing has lifted its Covid restrictions in response to the demonstrations. It will be interesting to see what effects it has on the spread of the virus, the effect on the Chinese economy and HFEL

[superiorshares] 04/12/2022 08:53

scruff
dont believe all you hear on the Brussels Broadcasting Company :-)

[rahosi] 29/11/2022 16:52

@ charleycam
. Ditto & Ditto

[charleycam] 29/11/2022 16:41

@ Rahosl received the same reply today from X-O Jarvis, landed later this afternoon.

[skinny] 29/11/2022 10:04

Good post scruff!

carpingtris - well timed!

[carpingtris] 29/11/2022 10:02

@ Rahosi - received mine on the Friday and was re-invested yesterday (through LLOYDS).

[rahosi] 29/11/2022 09:56

Anyone else not yet received their divi?

Broker reports:- Yes I agree. I can see that we have not processed this dividend yet. This is because we haven’t received the voucher. I ask you to bear with us whilst we wait for it. We receive most of our dividends via the post and the Royal Mail have been and are again on strike.

The dividend will get posted, but we just need the voucher first. Once we get it, rest assured, it will get posted straight away.

[nerja] 28/11/2022 20:25

A big maybe, if he folds , he is well and truly cream cracker Ed , just liked Putin he is in a real bind , not surprised sadly to see this get a lot worse, it’s getting to a break point , or oh effing hell no, just like Ukraine .

[scruff1] 28/11/2022 20:04

My couple of takes on todays news. First reaction is oh no not more disruption in China. But then maybe (and a big maybe)it could speed the ending of lockdowns in China and secondly the protests will have stung Beijing and it may have knocked the wind out of any ideas they may have had moving against Taiwan. So it could be all positive :-)

[superiorshares] 28/11/2022 07:57

petewy
True but it does`nt point you to good investments just points you to the ones that have paid the K60

[petewy] 27/11/2022 12:14

True but it broadens my knowledge of stocks.