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【HPH Trust US$ NS8U交流专区】HUTCHISON PORT HOLDINGS TRUST

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发表于 7-3-2012 12:47 AM | 显示全部楼层
回复 20# mariogan


    笨牛只有我自己
今晚道指又跌,明天 没眼看
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发表于 7-3-2012 12:59 AM | 显示全部楼层
回复  mariogan


      笨牛只有我自己
今晚道指又跌,明天 没眼看
taurus519 发表于 7-3-2012 12:47 AM


耐心点,机会总会来的,可以趁低买入拉低价位,再趁给股息前被抬高价时卖出,少赔就好了,快点逃离它,找别只股了。买了几粒?
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发表于 14-3-2012 11:38 AM | 显示全部楼层
hph 是和记港口?? 香港李嘉诚的公司, 之前一开盘1块买进。。。
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发表于 14-3-2012 02:03 PM | 显示全部楼层
要想上到1.00就要等久久,我比你更惨,从上市即迷信名人,申请价守到今天还未见天日,这就是要当守负的代价。
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发表于 4-10-2012 02:06 PM | 显示全部楼层
Maybank starts Hutchison Port at 'buy'
http://www.theedgesingapore.com/the-daily-edge/business/40331-maybank-starts-hutchison-port-at-buy.html

Thu, 4 Oct 12:10  
Maybank Kim Eng initiated coverage of Hutchison Port Holdings Trust with a ‘buy’ rating and a target price of US$0.925 ($1.137), citing an attractive distribution yield, resilient earnings and growth potential.

Units of HPHT were up 1.3% at US$0.755. They have gained 21.8% so far this year, but are still down 21% since HPHT’s market debut in March 2011.

At current prices, HPHT offers a distribution yield of 8.4-9.1%, higher than most other real estate investment trusts and business trusts.

“Its current depressed price provides a rare opportunity to own a resilient business which would also be a beneficiary of a global economic recovery,” said Maybank in a report.

HPHT’s ports have shown throughput growth of about 10% a year on average from 1993 to 2011, but even during the global financial crisis in 2008 and 2009, volumes fell only 1 and 4% respectively, demonstrating its earnings resilience.
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发表于 8-10-2012 11:37 PM | 显示全部楼层
现在还有人抱着不放吗?
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发表于 9-10-2012 09:27 PM | 显示全部楼层
S0.885进了些,这股看来是要长期收着的。。。
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发表于 24-10-2012 10:52 PM | 显示全部楼层
HPH Trust announces DPU of 6.91 HK cents for Q3
http://www.theedgesingapore.com/the-daily-edge/business/40782-hph-trust-announces-dpu-of-691-hk-cents-for-q3.html


Wed, 24 Oct 18:38
Hutchison Port Holdings (HPH) Trust has reported a DPU of 6.91 HK cents for the third quarter. This was down 15% from 8.13 HK cents in the same period last year.

The port trust’s third-quarter profit attributable to unitholders fell 15% to HK$601.7 million ($95 million) from HK$708.4 million from last year.

Revenue for the July-Sept period rose 3% to HK$3.33 billion from HK$3.25 billion in the year-ago period.


Hutchison falls after earnings disappoint
http://www.theedgesingapore.com/the-daily-edge/business/40794-hutchison-falls-after-earnings-disappoint.html

Thu, 25 Oct 12:45   
Units of Hutchison Port Holdings Trust fell as much as 3.7% after it posted lower-than-expected quarterly earnings, but analysts remain optimistic about its prospects.

By 10:43 a.m., Hutchison units were down 2.4% at US$0.80 ($0.98), with 16.8 million units traded, more than half of its full day average volume of 29 million units over the last five sessions. Its units have surged 29% so far this year.

Hutchison said its net profit for July-September fell 15.1% to HK$601.7 million, which Deutsche Bank said was below its expectations due mainly to non-operating items.

The trust’s operating profit was also hit by exchange losses, and higher expenses, Deutsche said in a note, maintaining its ‘buy’ rating and target price of US$0.86.

Despite volume growth at Hutchison’s ports, DBS Vickers said, a higher proportion of transhipment volumes and empty containers has led to lower selling prices and subdued revenue growth.

However, the brokerage noted that better-than-expected economic data from the U.S. bodes well for Hutchison, and advised investors to buy its units on any near-term weakness.

DBS raised its target price for Hutchison to US$0.88 from US$0.85 to reflect lower market risk premium, and maintained its ‘buy’ rating.
本帖最后由 icy97 于 25-10-2012 03:36 PM 编辑

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发表于 31-10-2012 01:51 PM | 显示全部楼层
RESULTS PRESENTATION FOR THE PERIOD ENDED 30 SEPTEMBER 2012  *   FINANCIAL STATEMENT AND RELATED ANNOUNCEMENT

Name of Announcer * HUTCHISON PORT HOLDINGS TRUST   
Company Registration No. 2011001   
Announcement submitted on behalf of HUTCHISON PORT HOLDINGS TRUST   
Announcement is submitted with respect to * HUTCHISON PORT HOLDINGS TRUST   
Announcement is submitted by * Lim Ka Bee   
Designation * Company Secretary   
Date & Time of Broadcast 24-Oct-2012 17:24:05   
Announcement No. 00050   


>> ANNOUNCEMENT DETAILS
The details of the announcement start here ...

For the Financial Period Ended * 30-09-2012  
DescriptionThe attached results presentation on Hutchison Port Holdings Trust for the period ended 30 September 2012 are for information.
______________________________________________________________________________

The issue managers for the initial public offering and listing of Hutchison Port Holdings Trust were DBS Bank Ltd., Deutsche Bank AG, Singapore Branch, and Goldman Sachs (Singapore) Pte.. The issue managers for the initial public offering assume no responsibility for the contents of this announcement.
  

Attachments
  HPHTrust_Results_Presentation_YTD30Sept2012.pdf

Total size = 164K
(2048K size limit recommended)




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发表于 8-11-2012 01:04 AM | 显示全部楼层
HPHT borrowing from Peter to pay Paul: Citigroup
http://sgx.i3investor.com/servlets/fdnews/40990.jsp

Wed, 7 Nov 16:11
Hutchison Port Holdings Trust is borrowing from Peter to pay Paul, Citigroup says, noting the deferred capex at Yantian is likely to supplement FY12 DPU.

Without the cumulative around HK$680 million ($107.2 million) in deferred pre-funded capex available in FY13, as all of the HK$2.85 billion in prefunded capex originally budgeted for FY11-12 would have been utilised or distributed, the house now estimates FY13 DPU will decline 15% from the FY12 guided level.

“We expect earnings to be impacted by higher taxes (as tax holidays expire) and likely higher interest expense (as management will need to borrow debt to cover the around HK$3.5 billion in future development capex obligations over the next three years to preserve distributable cash flow and DPU). While we do expect mid-single digit year-on-year growth in throughput, the increased transshipment mix may weigh on yields and margins.”

It cuts its target to US$0.68 ($0.83) from US$0.72; it expects DPU yield to decline to 7% from FY12’s 8.5%, with just mid-single-digit EPS growth. Citigroup keeps a Sell call. The stock is up 1.3% at US$0.79.
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发表于 19-11-2012 05:21 PM | 显示全部楼层
Daiwa cuts Hutchison Port Holdings' target to US$0.84 vs US$0.90
http://www.theedgesingapore.com/the-daily-edge/business/41192-daiwa-cuts-hutchison-port-holdings-target-to-us084-vs-us090.html

Mon, 19 Nov 15:26
Daiwa cuts Hutchison Port Holdings Trust target to US$0.84 from US$0.90 after lowering its 2012-14 EPS forecasts by 1%-8% to account for the recent throughput-growth slowdown in southern China and higher interest costs expected in 2014. It now expects 2013-14 DPU to be flat at around HK$0.50, vs previously expecting growth.

The house notes HPHT has deferred annual capex by a year, making its targeted 2012 DPU of HK$0.51 achievable, but as the trust has used up its pre-funded HK$2.8 billion ($443 million) cash in 2012, Daiwa believes 2013-14 DPU growth is unlikely unless management defers some capex further in 2013-14.

“Based on our revised DPU forecasts, the stock currently offers a 2013E dividend yield of close to 9%, which we believe remains attractive. Thus, we maintain our Outperform rating.” The stock is down 0.7% at US$0.75.
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发表于 19-11-2012 10:45 PM | 显示全部楼层
ky.. 发表于 9-10-2012 09:27 PM
S0.885进了些,这股看来是要长期收着的。。。

现在应该赚钱了吧
这个股最近不错

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发表于 20-11-2012 10:39 AM | 显示全部楼层
@fbb05
上几个星期卖在0。98。。。 看业绩,目前3季每股赚HK16分左右,但是分股息全年每股有HK24左右、分二次,如果以后业绩没改进,怕它就不可能给这么多股息了。。。 本帖最后由 icy97 于 20-11-2012 10:44 AM 编辑

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发表于 20-11-2012 09:52 PM | 显示全部楼层
ky.. 发表于 20-11-2012 10:39 AM
@fbb05
上几个星期卖在0。98。。。 看业绩,目前3季每股赚HK16分左右,但是分股息全年每股有HK24左右、分 ...

现在经济不好才没法赚更多钱。。
经济好了应该有前途
相信明年可以回到IPO的价钱

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发表于 25-11-2012 01:34 PM | 显示全部楼层
fbb05 发表于 20-11-2012 09:52 PM
现在经济不好才没法赚更多钱。。
经济好了应该有前途
相信明年可以回到IPO的价钱

盈利要多一倍,才能和支出<股息>达到收支平衡。。。
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发表于 26-11-2012 11:13 PM | 显示全部楼层
ky.. 发表于 25-11-2012 01:34 PM
盈利要多一倍,才能和支出达到收支平衡。。。

你的意识是现在用来拍股息的钱不是赚回来的?
用IPO筹到的钱来派?

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发表于 1-12-2012 11:31 PM | 显示全部楼层
对的,目前据我所知是有用到本身的资本来给股息,如单单用盈利来给股息就少一半了。。。以后如盈利增长就另当别论了。。。
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发表于 8-3-2013 02:22 AM | 显示全部楼层
Hutchison buys Hong Kong Port Terminal from DP World, partner
http://www.theedgesingapore.com/the-daily-edge/business/43031-hutchison-buys-hong-kong-port-terminal-from-dp-world-partner.html

Thu, 7 Mar 17:24  
Hutchison Port Holdings Trust, partly owned by the world’s second-biggest container port operator, acquired a Hong Kong box terminal from DP World and a partner as it seeks to benefit from rising trade in the South China region.

Hutchison Port will pay HK$3.2 billion ($515 million) in cash to buy the entire stake in Asia Container Terminal from DP World and a unit of PSA International Pte, it said in a statement today. DP World also sold some other assets in Hong Kong to raise a total of US$742 million, the Dubai-based company said in a separate statement.

The purchase will help Hutchison Port boost capacity at Hong Kong after container volumes gained in the past two years, according to Karen Li, an analyst at JPMorgan Chase & Co. DP World is selling its assets in the city as it seeks funds needed for expansion in other markets and shore up its capital.

“Our first take of the deal is that it is positive for Hutchison as this can help resolve its capacity constraints in Hong Kong,” Li said. “Following the stronger-than-expected volume growth over past two years, Hutchison is hitting the capacity bottleneck earliest this year, if current growth pace continues.”

Hutchison Port rose as much as 0.6% to 79 US cents as of 4:10 p.m. in trading. DP World was little changed at US$13.10 as of 12:49 p.m. in Dubai. The stock has gained 12% this year.

Hong Kong, Shenzhen

Billionaire Li Ka-Shing’s Hutchison Whampoa, the world’s second-biggest container port operator, owns 28% of Hutchison Port Holdings, according to data compiled by Bloomberg. Hutchison Port handled 22.9 million 20-foot boxes last year at its facilities in Hong Kong and Shenzhen, 5% more than a year earlier. The company is also developing additional berths in the South China port.

DP World, the world’s third-largest container port operator, sold a 55.2% stake in Asia Container Terminals to Hutchison Port for US$279 million. It also offloaded 75% of its stake in CSX World Terminals Hong Kong and ATL Logistics Centre Hong Kong to Goodman Hong Kong Logistics Fund for US$463 million.

“The company is trying to focus its investments where it has great market share and control,” Redwan Ahmed, a Dubai-based analyst at investment bank EFG-Hermes Holding SAE said by telephone. “The company may reinvest this money in markets like India and Africa where there is a lot more growth potential.”

Goodman Hong Kong

DP World said it will form a strategic partnership with Goodman Hong Kong to manage Kwai Chung Container Terminal and the ATL Logistics Centre, and will continue to manage port operations with completion of the transaction expected at the end of the first half. The deal with Hutchison Port closed today, it said.

DP World, majority owned by state-owned holding company Dubai World, said it expects to make a net capital gain of US$151 million from the transactions, which will help maintain the company’s capital position. The company had sold 75% of its Australia operations for US$1.5 billion to Citi Infrastructure Investors and a partner in December 2010.

Container volumes rose 2.4% to 56.1 million twenty-foot equivalent units across it operations last year, the company said. Growth in gross container volumes was driven by the Americas, Asia Pacific and Middle East regions, where it focused on delivering improved efficiencies and productivity.

DP World, which operates more than 60 terminals in six continents, is on track to open new capacity in Santos in Brazil, Jebel Ali in the United Arab Emirates and London Gateway in the UK this year.

“This reorganisation, forming a strategic partnership and partially monetizing some assets, allows us to realize value and recycle capital into new, fast growing opportunities in other markets,” DP World Chairman Sultan Ahmed bin Sulayem said in the statement.
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发表于 8-3-2013 10:28 PM | 显示全部楼层
購亞洲貨柜碼頭&#8231;李嘉誠加大對香港貿易押注

國際  2013-03-08 17:26
(香港8日訊)《彭博社》報導,由李嘉誠旗下港口營運企業支持的和記港口控股信託,將自迪拜環球及一家合作夥伴購得香港一貨柜碼頭,加大對華南地區貿易成長的押注。

和記港口控股信託週四公佈,將支付32億港元(約12億8千萬令吉)現金,自迪拜環球以及新加坡國際港務集團旗下一家子公司收購亞洲貨柜碼頭公司。總部位於迪拜的迪拜環球在另一份公告中表示,還將香港其他一些資產售出,總計募集7億4千200萬美元(約23億令吉)。

上述收購將有助於李嘉誠控制香港港口業務,香港是全球第三大港。

大華繼顯分析師李曆立表示,估計在上述交易之後,和記及其合作夥伴中遠太平洋在香港港口業務方面的佔比將自55%升至64%。上海港是全球去年最繁忙的貨柜港口,新加坡位居第二。(星洲日報/財經)
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发表于 1-4-2013 07:40 PM | 显示全部楼层
HPH Trust says subsidiary hit by port workers' demonstration
http://www.theedgesingapore.com/the-daily-edge/business/43280-hph-trust-says-subsidiary-hit-by-port-workers-demonstration.html

Mon, 1 Apr 18:07
The manager of Hutchison Port Holdings Trust said port workers demanding a pay rise and their supporters have gathered at its subsidiary Hongkong International Terminals (HIT) to stage a demonstration.

The manager said the port workers are not employees of HIT but are employed by stevedoring contractors provide services to HIT as well as the other terminals in the Kwai Tsing port of Hong Kong.

Meanwhile, the manager said it has been pro-actively monitoring the situation as well as encouraging the contractors of HIT to engage in dialogue with their workers to bring an amicable resolution to the situation.

While operations at the terminals are continuing at this time, truck traffic within the vicinity of the demonstration has been slowed down and has to be diverted as appropriate, it added.
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