Henderson Far East Income Share Discussion Threads

[rcturner2] 24/8/2015 09:41

So does that make you a moron or not, since you also resorted to that language?

[schofip] 24/8/2015 09:38

I don't think making a mistake makes someone a moron. The only real morons are the people that would resort to such language in the first place. I think an apology would be in order.

[asmodeus] 24/8/2015 09:36

SmartRC now filtered.

[asmodeus] 24/8/2015 09:29

I will tell you who deserves an apology - ME, for the implication by smartRCTurner that I am a moron. I accept your polite warning Lord Gnome, and, Dave of Devon, I repeat that I was quoting ADVFN. SmartRCT would say that only a moron would believe their figures......

[lord gnome] 24/8/2015 08:50

asmodeus - a word of warning. You can never trust advfn figures. They are just a starting point.

[daveofdevon] 24/8/2015 08:03

Asmodeus, I think you might consider an apology! Whilst you were quoting a NAV of 328 further up this page the company itself was publishing an RNS quoting 276p

[rcturner2] 24/8/2015 07:15

asmodeus, the company issues a daily RNS with the current NAV, only a moron would use the ADVFN figure which is clearly months out of date.

[asmodeus] 21/8/2015 20:11

As I said, RCT, my figures were "according to ADVFN". And according to them on "financials" for HFE, NAV is now 328, and share price 261. so there is a discount of 67 on 328, which my calculator says is 20.4% So please be impolite to ADVFN - not me.

[skinny] 21/8/2015 10:59

@281.25 discount @2.76%, yield 6.92% - all a bit academic if this fall continues at the current rate.

NAV _________

[rcturner2] 21/8/2015 10:54

Last quoted NAV was 277p, so do your discount sums again.

[asmodeus] 21/8/2015 10:47

According to ADVFN, this is now on a yield of 6.93% and a discount of about 19%.

There must surely be a "must buy more" point soon?

[schofip] 21/8/2015 09:40

Sorry I meant the Emporer has no clothes. Margaret Thatcher once said you cannot buck the markets and that is very true of China today.Anyone who thinks differently is no doubt still admiring the Emporers new clothes

[lord gnome] 20/8/2015 18:51

Interesting take on the China situation.

[getscenic] 19/8/2015 13:53

Panto season already!

[schofip] 19/8/2015 13:22

The King has no clothes on.

[bikeaholic] 18/8/2015 14:50

6.3% is not much comfort droid if the value has dropped 22% since April in a Bull market.

Glad I got out at 342 with a small loss after holding since Feb. 2013

[droid] 05/8/2015 22:51

Topped up with a few today as ex div tomorrow. 4.9p x 4 = 19.6p for the year or 6.3% yield at 310p.

[bikeaholic] 05/8/2015 17:03

Thats a sorry looking graph.

[pvb] 28/7/2015 18:03

Damn! Still no discount.

[droid] 13/7/2015 22:59

ASM, you are quite right- this %age is confirmed on the last factsheet.However, part of the rationale can be found here : hxxps://www.henderson.com/ukpi/post/9781/mike-kerley-opportunities-in-asia-s-economies

[asmodeus] 13/7/2015 20:06

BTW the Edison report above says China proportion was 21.9% on 31st May.

[skinny] 13/7/2015 14:47

Thanks for the update Aleman.

Price/NAV



Premium/Discount

[droid] 13/7/2015 14:36

Reckon the yield on the next 4 divs is more like 6% at this level.Just added.