Henderson Far East Income Share Discussion Threads

[corguv] 31/8/2016 23:09

Hold HFEL higher dividend UEM good defensive in infrastructure AAIF SOI ANW MYI all relatively good dividend payers.

Also long term for growth not dividend
JII and VOF.

Been rewarded thus far

[droid] 31/8/2016 20:57

Corguv, have good position here. What other Asia Pacific Investment trusts do you recommend ( either income or superior growth ) ?

[corguv] 31/8/2016 19:36

Held these for some time along with other Asia Pacific Trusts. Quarterly dividend of 5.1 pence is a powerful incentive to hold if you want income in a world of slashed interest rates and QE. Political and Economic risk has also swung in favour of Asia/Pac. Re Trump and Brexit/Europe mess.

[plasybryn] 02/8/2016 09:22

Ex dividend on 4th August I believe. Not long to buy.

[goldpiguk] 27/7/2016 16:18

Hi Soupdragon55 and Skinny,

Very pleased with the increased dividend here. In the very short term the share price is well up with events. I hold these for the long term and HFEL has plenty of potential for dividend and capital growth over the next few years.

Goldpig

[skinny] 27/7/2016 15:50

As at close of business on 26th July 2016, the unaudited net asset value per share, calculated in accordance with the AIC formula (including current financial year revenue items) was 340.9p.

As at close of business on 26th July 2016, the unaudited net asset value per share (calculated excluding current financial year revenue items) was 334.2p.

[soupdragon55] 27/7/2016 15:43

Divi increased to 5.1p

[goldpiguk] 18/7/2016 17:36

Hi Masurenguy

The NAV has certainly been rising strongly of late. I am not sure of the date of the next dividend announcement but it should be this week or next and I expect a good uplift in the quarterly payment. Perhaps not quite as much as Clausentum would like as linking the dividend to the fall in sterling would be risky. A sustainable dividend increase is preferable.

Goldpig

[masurenguy] 18/7/2016 17:07

Up 15% since the Brexit referendum result.

[clausentum] 13/7/2016 20:20

Sterling fell by about 10%, so it was to be expected that the NAV of HEFL should increase by 10% in GBP. Presumably that will also mean that the EPS will also increase by 10% in GBP. Are we therefore likely to get a 10% increase in the dividend??

[aleman] 06/7/2016 13:28

NAV 321.8p. £ fell a bit more overnight so could be higher today.

[aleman] 28/6/2016 15:51

NAV 311.2p yesterday. Highest for months. Might be off a touch today, though.

[masurenguy] 28/6/2016 09:15

Showing some very good resilience to the external developments which are currently hitting other financial stocks with a European exposure. :-)

[colonel a] 28/6/2016 08:57

4spiel,
In fairness I think we shared the blame for the previous disaster with the cousins - guilty as charged, but fear not we will be able to claim 100% of the credit this time.

[aleman] 28/6/2016 01:01

NAV here has probably risen near 10% over the two days since Brexit. It is interesting to think that the dividend might also rise for the same currency translation reason. Granted, we don't know what the knock-on affects of Brexit will be globally, but it beats being in some of the hard-hit sectors at the moment.

[4spiel] 27/6/2016 23:14

Unless we trigger a global recession -unlikely but we were blamed for the one in 1990! Then distress here in Uk and that we certainly have at the moment is good for returns from abroad. I would say this good performing stock is a core holding in a diversified income portfolio. (Colonel A - you could be right ! But I hope we will wriggle ourselves into a better position by sheer determination post referendum and not be slave to it - IE WE TRANSCEND IT !!!!

[exel] 27/6/2016 22:41

...would not be too smart, ex

[aleman] 27/6/2016 22:35

I had 3 other trusts where NAV rose more the HFEL on Friday. The market has not woken up to what a falling £ does for them yet, either. Not that I'd expect much buying - but to sell at a falling prices when NAV is jumping up?

[exel] 27/6/2016 17:51

I am still with HFEL. ex

[aleman] 27/6/2016 17:26

We seem to have a few misguided souls selling today. NAV ROSE 5.3% on Friday's Brexit fall and the rise in China shares and fall again in the £ might mean another slight rise today. Still, they might be selling here to bargain hunt elsewhere, I suppose.

[exel] 24/6/2016 18:54

pvb, totally in agreement with you is my take! ex

[pvb] 24/6/2016 18:05

One that's wearing well on this difficult day!

[exel] 10/5/2016 14:10

thanks all, feels reasonable for longer term income and for modest capital growth possibilities. ex

[thomasthetank1] 05/5/2016 13:16

Read Edison's note on HENDERSON FAR EAST INCOME LT (HFEL), out this morning, by visiting hxxps://www.research-tree.com/company/JE00B1GXH751
"Henderson Far East Income (HFEL) seeks to blend the superior growth prospects of investing in Asia with a focus on generating a high income. With a current dividend yield of 6.9%, it is comfortably the highest yielding of its close peer group, and manager Michael Kerley also sees potential for double-digit dividend growth in the portfolio over the next 12 months. Capital performance has been more muted in a period of volatility as investors have focused on the risks arising from a slowdown in China, but NAV total returns in the half-year ended 29 February 2016 were positive in absolute terms and ahead of the FTSE Asia Pacific ex-Japan index benchmark. Having traded at an average premium to NAV of 0.6% since launch in 2007, the fund currently stands at a small discount..."