Henderson Far East Income Share Discussion Threads

[rik shaw] 14/4/2023 13:19

Next dividend not announced but have a look here for guidance:

[terrybill] 14/4/2023 12:51

Is a dividend due soon? ADVFN useless months out of date. thanks

[uapatel] 27/3/2023 14:29

Well, the drop into the mid £2.50 zone seemed worth adding back a few more. Will now use new ISA for other Trusts.

[skinny] 17/3/2023 12:12

As at close of business on 16 March 2023, the unaudited net asset value per share, calculated in accordance with the AIC formula (including current financial year revenue items), was 251.0p.

As at close of business on 16 March 2023, the unaudited net asset value per share (excluding current financial year revenue items) was 250.4p.

[uapatel] 09/3/2023 11:14

My recent reduction in holding has helped me here, but then that money went elsewhere which are also suffering under the current sentiment. Might top up my holding a bit in new isa year if price around 260/270 range. But to be honest a lot of high yield asset options to choose from at present and it’s a case of keeping thing’s balance for my PF/risk profile.

[superiorshares] 07/3/2023 20:35

It's looking like the dividend will hit 10 per cent +
The whole interest rates have peaked story is utter hogwash !
Big market sell off over the next month or two I reckon .

[neilyb675] 02/3/2023 11:27

269.00 - 272.50 (GBX) at 11:15:21
on Market (LSE)

[gateside] 02/3/2023 09:56

Buys going through at 270pSells at 269pSo spread is actually only 1p

[scruff1] 02/3/2023 08:26

What a spread - 10p

[investingdad] 01/3/2023 08:52

From my FCSS post:Sentiment is low and US and the media still focused on Chinese politics but some buy signals... Alibaba is now oversold.Manufacturing posting its biggest improvement in more than a decade, services activity climbing and the housing market stabilizing.Next week's National People's Congress will be held, where a new growth target will be disclosed.I think I will buy in a smaller holding than i had at today's price and top up monthly here. There seems to be value and as long as China don't fully align with Russia it might just make it through. Due to the volatility here, it is a high risk trust - it might end badly for me.

[wednesday6] 01/3/2023 08:34

China,s factory activity rose for the first time in seven months while manufacturing activity expanded at the fastest rate since 2012.

[scruff1] 01/3/2023 08:25

Interesting. Whats caused signs of life - anyone know?

[investingdad] 28/2/2023 20:53

Very true, but what types of companies are they? Admittedly, it has been a while since i looked but they had Chinese petrochemicals and oil etc. Are those companies stopping their growth/dividend payment? they Asia focused and likely to still grow in current conditions? Or are they tied to the global chain? Miners will return once demand picks up again, particularly into the energy transition which will be long. Financials will pick up too. I suppose it all depends what time you bought in, as I am a recent newcomer here for the dividend. My view is that this fund isn't bought for massive growth, I have had that in the past with BGS, FCSS and PHI all of which at a point have gone to +100%. But in 10 years time, I think Asia will be doing well, I think the share price will be above 400p and I will have reinvested the dividend to make up a significant part of the holding. Whilst, hopefully, trusts like MMIT and IGC take off for growth. Just the way I see it.

[tim 3] 28/2/2023 15:58

This is my worst performing investment (including dividend reinvestment) by some way and has been for some time.

No good paying a good dividend if capital keeps going down.

[aleman] 28/2/2023 15:17

The worry here is China was 17.1% of assets at the finals but 33.5% of income. The latest factsheet has assets at 21.1% so income from China might be quite a bit higher than 33.5% of income now?

[investingdad] 28/2/2023 13:34

I would be interested to see what impact the miners reducing their dividend does to the dividend cover (was at .5). Today's drop is completely to do with US sentiment regarding China 'picking a side'.From what I can see, China are keeping in with both sides until they have to make a decision. The implications of selling weapons would send shockwaves across the world. From a chinese point of view, Russia are mapping out the limits of what the west will tolerate, which is useful for them. They share a vast border with Russia and have been buying oil at a cheap price from them and now there is higher demand for energy, so there are implications to all actions. They will be waiting to see how the war goes for their own territorial advances. I am here for the longer term with HFEL, build the income and allow compounding to offer bigger dividend payments. The total return looks poor, based on the last 5 years, but it is worth considering that China isn't going to stop making money. There should be growth there this year (it seems to be big policy) and if China makes money then other Asia focused business will. The portfolio has less China focused than some too. They will grow in time. But the next two years look increasingly more volatile. Pound cost average seems the best option.I recently sold out of FCSS at the recent high due to the Chinese sentiment. I have kept a residual holding as I still feel the consumer demand will be there and it is aligning with state companies and priorities. But it is a volatile area to invest in so I will be adding but again pound cost averaging.

[scruff1] 28/2/2023 09:17

I dont suppose the current positioning of China and the murmerings of disquiet by the US is going to help reverse this continuing fall in the sp

[gateside] 28/2/2023 09:16

This has been drifting down with the miners.Almost yielding 9% again.

[petewy] 17/2/2023 09:11

Thanks Carp

[ramellous] 17/2/2023 07:54

Portfolio manager update

[woodhawk] 30/1/2023 13:05

That's understandable. Happy to add more here for an 8.3% (or better) quarterly yield. Don't think it will be long before the share price breeches 300p.

[fordtin] 30/1/2023 12:55

Market taking a break to let the froth settle?



"Jonathan Wheatley in London January 26 2023

Investors pour money into emerging markets at near-record rate
More than $1bn has flowed into stocks and bonds every day this week in strong start to 2023"