Henderson Far East Income Share Discussion Threads

[aleman] 05/2/2024 08:54

Chinese services PMI 52.5 from 52.7. Composite PMI 52.5 from 52.6. Despite all the gloomy reporting on China, PMIs are holding up well. Prices charged fell marginally, suggesting plenty of room for stimulus.

[veryniceperson] 30/1/2024 08:13

Opened up well this morning. Hope it holds.

[superiorshares] 25/1/2024 21:06

Skinny
24k.hardly!

[skinny] 25/1/2024 17:25

A reasonable Director's purchase - 12,000 @211.75p.

[jong] 25/1/2024 10:51

XD today. 6.1p per share payable on Friday 23 Feb.

[superiorshares] 24/1/2024 19:45

Well it's beyond me now.
Agm
Resolution 14 and 15 duly passed.
One is Authorisation to issue shares and the other to buy back shares.
Can some one tell me the reasoning behind those please

[superiorshares] 23/1/2024 17:57

That tidy Chinese bird that reports on CNBC seems to think they are more concerned about protecting their currency than the stockmarket.
SS

[superiorshares] 23/1/2024 17:41

Yes they have talked about it, do you think they will do it?????
Would be chucking good money after bad.
And if they do??. Will it work??
SS

[aleman] 23/1/2024 09:39

Hong Kong looking likely to be good value?

[scruff1] 22/1/2024 22:36

No - the downgrade on Chinas debt. That was a while ago. Last year I think.

[superiorshares] 22/1/2024 20:07

So bloody right. I'm afraid
SS

[veryniceperson] 22/1/2024 19:25

You're so bloody rude, weirdo.

[superiorshares] 22/1/2024 18:12

Scruffy read the post
July ish.
So sometime around July / Aug time, I reckon this will be about £1.75
Scruffy that's 6 month to you
SS

[scruff1] 22/1/2024 08:22

and the date on that ??

[tim 3] 20/1/2024 16:21

I totally agree.I suspect in their mind having a track record of always increasing dividends is a strong selling point and makes them look attractive.And to a certain extent they may be right no disrespect but reading comments on here some seem to almost exclude capital performance or keep saying it will improve and just look at the dividend.At the end of the day to have not grown capital at all in over 10 years is appalling and previously they have not even seemed concerned about this ( till the recent update)But it's about the future now and hopefully things will improve but those who bought much higher up may be in for a long wait.

[speedsgh] 20/1/2024 15:50

Being a dividend hero and having a track record of dividend increases would seem pretty pointless when it is accompanied by a track record of capital destruction. They need to start showing evidence that they are able to deliver consistent total returns.

[superiorshares] 20/1/2024 14:19

I think you both have it wrong
Xi
is not going to follow the Western recipe of Print Money and Pile on the debt!
There will be an enormous change in the Asian stockmarket scene.
The dividend will have to be cut their will be no option on that.
Present holders have a lot more pain to endure.

[tim 3] 17/1/2024 23:59

I agree that would be the right thing to do but amongst other things looking at their website I suspect they are highly focused on being a "dividend hero" and building up a track record of increases.

[panshanger1] 17/1/2024 23:44

With the change of manager and new investment approach everything seems to point to a reset of the dividend Market maybe pricing that in already ?

[tim 3] 17/1/2024 13:34

"The question remains with HFEL:
How much of the very high - now ~12% - divi is paid out of fund income and how much from capital, or capital sacrifice?"

Exactly.I have no issue with them using reserves to pay dividends as a temporary measure thats what they are there for but in view of the fact they have now said they are focusing more on capital growth, doing this while at the same time not only maintaining but growing a dividend thats currently not even covered (last year cover was only .86) is quite a tall order.

[brucie5] 17/1/2024 11:20

2sporrans17 Jan '24 - 10:46 - 1825 of 1825
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Thanks - good post. Maybe a combination of both for optimal income size/growth risk with exposure to Asia? Further mitigation of risk/exposure to growth available from FAS.