Symphony International H... Share Discussion Threads

[gopher] 05/8/2020 22:51

An update on portfolio companies today - The focus on consumer is a negative but the Asian focus is mitigating factor.

[gopher] 23/6/2020 17:07

Very undervalued and a proxy on MINT, a SE Asia hotel and leisure group. Not the greatest stock to be in during 2020 but today's RNS saw them raised $300ml at 3.1% so not a basket case either.

[jeffian] 12/12/2019 19:41

I have not come across this before but just had a "heads up" from this article. You may be interested hTTps://citywire.co.uk/funds-insider/news/david-kempton-two-buys-and-a-review-of-the-years-stock-picks/a1303821?ref=citywire-money-latest-news-list

[eentweedrie] 05/10/2019 13:48

agreed most bizarre. Looks good for income though.

[robsy2] 30/8/2019 08:56

15 months since I had s look and despite the progress on nav, the share price is still languishing.40% plus discount now. It seems very unloved, i am intrigued but don’t really know where to go to get a view on it. Anyone got any ideas/ research?

[malcolmmm] 02/5/2018 08:27

You are right I didn't take into account of the extraordinary div which brings it up to about 14% The dividend, payable to shareholders and option holders, will be 12.00 cents per share comprised of an ordinary dividend of 2.50 cents per share and an extraordinary dividend of 9.50 cent per share, which amounts to approximately US$14.9 million and US$56.6 million, respectively.

[harrygas] 01/5/2018 23:05

Surely a 12 cent dividend is more than 6%. Share price of 86 cents and a divi of 12 is just over double that quoted by Macolm.

[robsy2] 01/5/2018 10:51

Indeed, i need to take another look at this. R2

[malcolmmm] 01/5/2018 09:11

Very nice 6% extraordinary div declared

[malcolmmm] 27/3/2018 17:07

Bought a large chunk today after having a look on Stockopedia

[hpcg] 12/3/2018 13:00

I have owned but price action is all wrong. I was expecting the share buy back to work wonders but it didn't. My conclusion is that if there was a genuine valuation anomaly someone with more on the ground investigative capability than me would have been buying steadily. They haven't. Difficult to deny the reality of the dividends and buybacks though - this isn't like one of the listed china frauds paying the dividend from the float.

[robsy2] 12/3/2018 12:23

Hello All I am having a sniff around SIHL and am wondering what the problem is .... The Bull points are many; Good area to invest in , the right sectors, some decent assets,a good dividend,large discount that is being narrowed,London listing, senior directors etc have skin in the game ,(personnnel, philosophy, team , objectives, board of directors, website etc all look pretty good to me on the face of it). The Bear Points BVI listing, , I don't see much performance.... Any thoughts welcome. It looks good but maybe I am missing something obvious...... Best R2

[davebowler] 03/10/2017 14:20

hTTp://tools.morningstar.co.uk/uk/cefreport/default.aspx?SecurityToken=F00000MEP2]2]0]FCGBR$$ALL Still at an estimated discount to NAV of c.30%

[darrenp746] 02/10/2017 17:45

Some huge buys of this today

[hugepants] 22/9/2017 08:19

That's a hefty special dividend. 10 cents

[davebowler] 14/8/2017 10:40

30 June on a fully diluted basis (adjusting for in-the-money vested options), the NAV per share was US$1.2211

[zingaro] 08/6/2017 17:09

There was a mention in yesterdays Telegraph

[davebowler] 22/2/2017 11:57

Discount now 30% HTtp://tools.morningstar.co.uk/uk/cefreport/default.aspx?SecurityToken=F00000MEP2]2]0]FCGBR$$ALL

[hpcg] 27/1/2017 10:59

Not often one can move posters' relative contributions from 33% to 25%. Expecting a bit of consolidation here before next leg up.

[epistrophy] 16/10/2016 15:24

Shares are very tightly held - look how illiquid this is compared to the market cap. They don't seem to disclose the major shareholders, and it's a BVI company so good luck finding out. That said, at least it's a main market listing not AIM.

[davebowler] 11/10/2016 09:46

At last its getting to a reasonable level.Still at a 40% discount to NAV HTtp://tools.morningstar.co.uk/uk/cefreport/default.aspx?SecurityToken=F00000MEP2]2]0]FCGBR$$ALL

[luckymouse] 05/10/2016 22:00

choppy ride tho

[davebowler] 05/10/2016 18:34

masterinvestor.co.uk/funds-and-investment-trusts/british-empire-trust/?utm_source=Master+Investor&utm_campaign=6635eb547b-Master_Investor_Daily_Bulletin10_5_2016&utm_medium=email&utm_term=0_25eff0bb7f-6635eb547b-34956193

[davebowler] 03/8/2016 10:51

HTtp://tools.morningstar.co.uk/t92wz0sj7c/cefreport/default.aspx?id=F00000MEP2&SecurityToken=F00000MEP2%5d21%5d0%5dCEEXG%24XLON&ClientFund=0&LanguageId=en-GB&CurrencyId=GBP&UniverseId=CEEXG%24XLON&;BaseCurrencyId=USD