Hend. Global Share Discussion Threads

[praipus] 01/4/2011 17:28

QVT buying more !

I've started a WAM thread called "Tracking the Arbitrageurs" post 2 contains all of the known QVT holdings I can find. Feel free to post details of any I've missed on the following thread.

[kiwi2007] 21/3/2010 10:48

The definative answer to the above:

They currently employ no currency hedging within the company. Whilst their investment mandate does enable them to hedge foreign currency exposure they have not done so since the company's inception and do not intend to do so in the near future.

[kiwi2007] 12/3/2010 08:58

Does anyone know if they hedge their currency exposure? I've been through their docs on line and can't find any reference to it - except possibly a mention of derivatives losses?

[kiwi2007] 28/2/2010 00:39

www.hendersonglobalproperty.com

I see that the divi is now 3.2p per annum (about 5.9% yield) and has been reduced this year.

[davebowler] 23/2/2010 15:49

10% below asset value;

As at the close of business on 22 February 2010 the unaudited net asset value
per share calculated in accordance with IFRS (including current financial year
revenue) was 58.9p

[bonnard] 11/1/2010 17:24

It is a perfect time to buy this stock for a good income and growth. I am trying to find income stocks that are not dependent on the UK economy which is going to take a while to get sorted out.

[kiwi2007] 11/1/2010 11:12

Cheers Bonnard - Seems so - bought some your a.m. (our evening)and paid no stamp duty - that's usually a sign that divs are paid gross.

[bonnard] 07/1/2010 23:35

Looks like it is paid gross in four quarterly instalments.

[kiwi2007] 07/1/2010 22:56

is the dividend paid gross on this IT anyone please?

[davebowler] 14/8/2009 16:26

Still 4% under asset value and its portfolio when I last asked Henderson in May was all
at a discount to asset value too-it was 28% then.

[davebowler] 10/8/2009 14:22

Next stop 50p I think.

[lionheart79] 05/5/2009 12:52

well i got that totally wrong. darn.

[lionheart79] 27/4/2009 14:09

expecting it to cycle as previously and dip below 30p in coming weeks

[davebowler] 16/4/2009 13:23

Its 9th biggest holding, Ascendas in Singapore,was tipped in last weeks Money-week as being way under asset value with 40% gearing and 11% yield.

[lionheart79] 14/4/2009 16:34

Thread opened for easy reference purposes, contributors welcome.