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drbubb

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  1. TFHI vs. SMC, psei ... All: 10yr: 5yr: 2yr: 1yr: 6mo/ From 1/2016: 9/2019: 10d / Last: 125.0 /100.0 = Ratio:125.0% 9/2019: w/PSEI: 10d / Last: 125.0 /100.0 = Ratio:125.0% === TFHI/ Top Frontier Hldgs: 125.0: PER: 12.5 / Yield: 0.00% : BkVal.: 487.97, 25.6% BV / vs: PSEI : 2.02% of 6,193 SMC/ San Miguel Corp ... update: 100.0: PER: 32.7 / Yield: 1.40% : BkVal.: 139.77, 71.5% BV (1,61% of 6,193)
  2. PHL Listed Holding Co's - Do they show cycles? Initial Fav is GTCap / MTB: 2020: 1yr: 6mo: Mar.2020: 10d/ At Lows: == : PER : Yield : =========: PER : Yield : MTB-35.00 : 5.74: 2.86%/ Gtcap- 381 : 4.72: 0.73% I am also following: Cosco Cap'l-vs.PGold: YTD-2020: 10d / 5.14.20: P 5.11 : 46.50 / ratio: 11.0% Starting to look at these... 4 PHL Holding Co's ... 4-yr: fr. 5.1.2016 : 2yr: 1yr: 10d / On Two Year chart, SM is "the clear winner" : 2yr: fr.5.6.2018: w/PSEI: 1yr: 10d / AGI has been "the big bust" since last summer, and AC now looks like it "wants to rejoin the winner's circle" 4 Big PHL Holding Co’s ... DATA - at 5..6.2020 Sym. : Stock ----- : 5.6.20: PE-R: Earns. Yield: Divid. YrHigh: %offH AC — : Ayala Corp : P639.: R11.9: P53.7: 1.30%: P8.3 : 990.5 : -35.5% AGI - : Alliance Gl.: P607.: R3.77: P161.: 0.00%: zero : 16.20 : -62.6% GTcap: GT Capital : P422.: R5.23: P80.7: 0.66%: P2.8 : 972.0: -56.6% SM — : SM Invest. : P832.: R22.5: P37.0: 1.10%: P9.2 : 1100.: -24.4% DMY : Dummy Co.: 00.00: 00.00: P0.00: 0.00%: zero : 00.00: -00.0% ===== I am SURPRISED to see: + the wide differences in PE ratios. SM is 6x the PER of AGI + the low dividend yields of all of them, average is well below PSEI + All 4 are well off their peak prices. Valuations at peaks seem crazy in hindsight Websites: Ayala Corp.: Alliance Global: GT Capital: SM Investment:
  3. Kanye West Sends, Then Deletes Pro-Life Tweet Defending Unborn Babies
  4. Kanye: Black FATHERS NEEDED in the Home Kanye West SNL Truth Bomb Nukes Democrats: It Was Their ‘Plan’ to ‘Take Fathers Out of the Home and Promote Welfare’ in Black Community Kanye in MAGA hat on SNL, trashes Dems, praises Trump in jaw-dropping live speech, even as they bullied him Music icon Kanye West did one of the bravest things any celebrity could do today: He wore a MAGA hat in front of a live studio audience in liberal New York City while performing on the leftist TV show “Saturday Night Live.” Kanye boldly declared his support for his friend, President Donald Trump, after revealing that he was bullied by “SNL” to not wear his MAGA hat on-stage. Kanye West ❤ BANNED SNL Speech Because West is a free-thinking man and not a brainwashed boy, he proudly wore his MAGA cap and then slammed the Democratic Party for marginalizing the role of black fathers and promoting welfare dependence in minority communities. “They bullied me backstage,” Kanye told the audience before NBC cut him off. “They said, ‘Don’t go out there with that hat on.’ They bullied me backstage. They bullied me! And then they say I’m in a sunken place. You want to see the sunken place? Okay, Imma put my Superman cape on, because you can’t tell me what to do.” Because NBC cut Kanye off mid-speech when he started to bash liberals, comedian Chris Rock posted a video of Kanye on social media.
  5. The 'Holy Grail': Here’s A List Of The Famous People In Jeffrey Epstein’s ‘Black Book’
  6. Epstein: Friend & Alleged procurer for the Clintons PAPER: How future Trump Cabinet member gave serial sex abuser deal of a lifetime... Victims break silence to MIAMI HERALD... Cops worked to put Epstein in prison. Prosecutors worked to cut him a break... On a muggy October morning in 2007, Miami’s top federal prosecutor, Alexander Acosta, had a breakfast appointment with a former colleague, Washington, D.C., attorney Jay Lefkowitz. It was an unusual meeting for the then-38-year-old prosecutor, a rising Republican star who had served in several White House posts before being named U.S. attorney in Miami by President George W. Bush. Instead of meeting at the prosecutor’s Miami headquarters, the two men — both with professional roots in the prestigious Washington law firm of Kirkland & Ellis — convened at the Marriott in West Palm Beach, about 70 miles away. For Lefkowitz, 44, a U.S. special envoy to North Korea and corporate lawyer, the meeting was critical. His client, Palm Beach multimillionaire Jeffrey Epstein, 54, was accused of assembling a large, cult-like network of underage girls — with the help of young female recruiters — to coerce into having sex acts behind the walls of his opulent waterfront mansion as often as three times a day, the Town of Palm Beach police found. The eccentric hedge fund manager, whose friends included former President Bill Clinton, Donald Trump and Prince Andrew, was also suspected of trafficking minor girls, often from overseas, for sex parties at his other homes in Manhattan, New Mexico and the Caribbean, FBI and court records show. === Epstein was much closer to the Clintons - but look how the propagandist/reported headlined her story: FAKE NEWS HEADLINE ! How a future Trump Cabinet member gave a serial sex abuser the deal of a lifetime BY Julie K. Brown Read more here: https://www.miamiherald.com/news/local/article220097825.html#storylink=cpy Read more here: https://www.miamiherald.com/news/local/article220097825.html#storylink=cpy Read more here: https://www.miamiherald.com/news/local/article220097825.html#storylink=cpy
  7. KANYE's Vision for 2020: "the Birthday party" Kanye West Just NUKED Democrats From Orbit, Confirms he Is Running In 2020, Praises Trump Tim Pool: "I think Kanye is doing this, because he really hates the Democrats" "Kanye does not like doing what he is being told" Kanye: "To say the Black vote is democratic, is a form of Racism" Kanye West: ‘It’s ‘Racism and White Supremacy to Say All Black People Need to Be Democrat’ Kanye West On His Presidential Run: Democrats ‘Have Threatened Me’; Biden ‘Not Special’
  8. The ANTIFA Manual: Exposed — “Do not distribute to any cis white males, non-PoC, non-LGBTQ peoples, a.k.a. fascists.” The official ANTIFA playbook known as The ANTIFA Manual was sent to Intellihub via Interweb backchannel and will be posted here for your viewing pleasure. The cover page of The ANTIFA Manual clearly states: “Do not distribute to any cis white males, non-PoC, non-LGBTQ peoples, a.k.a. fascists.” The George Soros-sponsored playbook has quite the grand introduction that’s sure and is designed to draw in radical leftists from all walks of life. “If you are reading this, it’s because someone close to our movement trusted you with it,” the manual explicitly states. “Please do not distribute to anyone who may attempt to harm or denigrate what we are doing.” Of course, the manual’s authors didn’t count on Intellihub have inside sources embedded in the movement. > http://republicbroadcasting.org/news/the-antifa-manual-exposed-do-not-distribute-to-any-cis-white-males-non-poc-non-lgbtq-peoples-a-k-a-fascists/
  9. LEFT WING TERRORISM - needs Exposing & Strong Legal action AntiFa in action, bringing violence & causing chaos Hitherto unlabeled Leftwing terrorist groups, needing exposure: + Antifa + Black Lives Matter == If Antifa is declared a Terrorist group strong police & legal action can be taken, And Soros and his foundation can be taken down (jailed? executed?) for financing Terrorism
  10. Why is Painting Over BLM Street Graffiti a Hate Crime But These 5 Vicious Assaults are Not? x
  11. BTM = Black Thugs Murder : Leading to Civil War? ( I'm done tolerating Lies. Truth Matters More. ) I am in independent thinker of independent means. And so is this website. PC Lies do not have to be told here. Crazy-ness has reached a fever pitch. Let's get back to Reality through the Truth Racism is rife, in criminal commune of CHAZ Seattle’s CHAZ: Retry All Non-White Violent Convicts with Non-White Jurors Seattle, Washington’s, Capitol Hill Autonomous Zone (CHAZ) is demanding all non-white violent convicted criminals in prison be released and retried in court by non-white jurors only.
  12. " Travelling masseuse "...Most young women would have run a mile at that HE PREYED on the sort of troubled young women who are vulnerable to his pitch. Mostly, girls without fathers in the home, or who had been abused
  13. Update : w/Psei : Stock: Price : xShng%: %PSEI SHNG: P2.71 : 100.0% : 4.31% : APX. : P1.33 : 49.08% : 2.12% : PX. : P2.73 : 100.7% : 4.34% : NIKL. : P2.10 : 77.49% : 3.34% : 3mnr : P6.16 : ===== > 9.80% : PSEI : 6,286 : x 23.20 : ====
  14. Em-Tee Favs - some stock charts Top3 : vgld : vg : aag / 2020: 10d: +k/ st-watch: 0.125 + 0.365 + 0.28 / tinyurl.com/em-tee 12mo: vgld : vg : aag / Gold4; jun'19: +1: gld + gdxj + slv / 2020: 10d/ Portf. : # shs : price : strike : Net : c$Val.: VGLD : 5,000 : 0.125: $0.00: 0.125: $625 : VG : 2,400 : 0.365: $0.00: 0.365: $876 : VG.wt : 1,200 : 0.365: $0.30: 0.065: $078 : AAG.v: 2,000 : 0.280: $0.12: 0.160: $320 : =====> total: $1899 x 37 = 70,263
  15. Rising Valuation Gap? SHNG ... 3yr: 1yr: 10d/ Last: 2.71 SHNG Book Value rises again: +0.47, +6.8%, as the share price eases in 2020 Per Share - : 7/07: Ye'19 Ye'18: Ye'17: Ye'16 Ye'15: Price, Yr.End : 2.71 : 3.20 : 3.12 : 3.13 : 0.89 : 0.85 : Book Value : 7.5E : 7.35 : 6.88 : 6.40 : 5.86 : 5.44 : Price/BV ----- : .361 : .435 : .453 : .489 : .000 : .000 : Cash ----------- : 0.60: 0.55 : 0.51 : 1.06 : 0.89 : 0.85 : Borrowings-- : 1.26 : 1.24 : 1.26 : 1.75 : 2.74 : 2.62 per sh* Cash Flow -- : .80E : 0.88 : 0.85 : 0.89 : 0.71 : 0.60 : Price to CF--- : 3.39 : 3.65 : 3.67 : 3.51 : 4.58 : 5.19 : Earnings ----- : .60E : 0.64 : 0.63 : 0.70 : 0.61 : 0.60 : PE Ratio------- : ------- : 4.99 : 4.93 : 4.46 : 5.36 : 5.23 : Dividends----- : .18E : 0.18 : 0.20 : 0.17 : 0.17 : .155 : Yield %--------- : 6.64 : 5.62 : 6.41 : 5.43 : 5.20 : 4.95 % ========= Shares O/S : 4,764M
  16. Property-based stocks: SHNG, POPI, LAND, LR etc SHANG Properties, is the majority owner of Exchange Tower on Ayala Avenue SHNG.ph / Shang Properties ... All : 5-yr : 2-yr : 6-mo / 10d - Last: P 3.25 : PER: 4.50 / EPS: 0.722 : yield: 7.72%= 0.251P (34.8& payout) / NAV: 0.00 at -00% disc. Trades like a quasi-bond now - due to the strong (80%?) control position held by Kuok Group & its Philippine partners. There are rumors that Kuok Group is looking to sell its stake Now has a dividend yield above the 10-year PH govt yield (about 6%)
  17. GHISLAINE: "she is the wicked one" Inside the wicked saga of Jeffrey Epstein: the arrest of Ghislaine Maxwell | 60 Minutes Australia / 2 / Prince Andrew ‘must cooperate’ over Epstein after Ghislaine Maxwell charged - BBC Newsnight
  18. "Where are our Reparations?" says Thug holding a gun. As always. this was ignored by the Spin-stream media. / SGT REPORT: POTUS, Q PROOFS & SILVER OR LEAD. 15 Million oz of Silver added to etfs in just 2 days >
  19. Terry Crews criticised for saying Black Lives Matter must not become 'Black Lives Better' "We must ensure #blacklivesmatter doesn't morph into #blacklivesbetter," the actor and TV presenter posted on Twitter. America's Got Talent host Terry Crews has come under fire for saying the Black Lives Matter movement must not "morph into Black Lives Better". The presenter and actor, who also stars in New York police comedy Brooklyn Nine-Nine, tweeted: "If you are a child of God, you are my brother and sister. I have family of every race, creed and ideology. > https://news.sky.com/story/terry-crews-criticised-for-saying-black-lives-matter-must-not-become-black-lives-better-12018658
  20. CF.t / Canaccord Genuity. Cv. Pref Shares: A & C : both : 10dvCF : Canaccord Genuity Group Inc., an independent and full-service financial services company, provides investment solutions, and brokerage and investment banking services to individual, institutional, corporate, and government clients. It operates in two segments, Canaccord Genuity and Canaccord Genuity Wealth Management. The Canaccord Genuity segment offers investment banking, advisory, equity research, and sales and trading services. This segment has operations in Canada, the United Kingdom, Europe, Dubai, Australia, the United States, and internationally. The Canaccord Genuity Wealth Management provides brokerage services and investment advice to retail or institutional clients in Canada, the United States, the United Kingdom, and Europe. The company was founded in 1950 and is headquartered in Vancouver, Canada. UPDATE- from March 14, 2020 CF-prA, vs prC ... All-data; / w/CF : 6mo: fr.9.14.2019: 10d / 03-14-20 : $4.32: 10.50: 0.971: 9.25%: 13.75: 1.25: 9.08%> 76.4%: (78% target) All-data; / w/CF : MORE DROPS -& Pfd yields are up to over 9% (until 2021-22): target: A=78%C # : ?: --Date--- : CF.to: -pr.A : $Div.: Yield%: -pr.C : $Div: Yield% r:A/C : A>$25; A : L: 12-19-12 : $6.19: 17.08: 1.348: 7.89%: 18.50: 1.44: 7.78%: 92.3%: B : H: 09-08-14 : 12.14: 21.75: 1.348: 6.20%: 23.60: 1.44: 6.10%: 92.2%: C : L: 1–19-16 : $4.03: $8.26: 1.348: 16.3%: 10.05: 1.44: 14.3%: 82.2%: C : L: 1–20-16 : $4.35: $8.02: 1.348: 16.8%: $9.70: 1.44: 14.8%: 82.6%: D : H: 08-31-18 : $7.05: 16.93: 0.971: 5.74%: 19.32: 1.25: 6.47%: 87.6%: -a: L: 12-17-18 : $5.67: 12.78: 0.971: 7.60%: 15.15: 1.25: 8.25%: 84.2%: -b: H: 2–21-20 : $5.71: 13.95: 0.971: 6.96%: 17.60: 1.25: 7.10%: 79.3%: ?c: L: 03-13-20 : $3.88: 10.00: 0.971: 9.71%: 13.00: 1.25: 9.62%: 76.9%: ??: ?: 03-14-20 : $4.32: 10.50: 0.971: 9.25%: 13.75: 1.25: 9.08%: 76.4%: ==== Reset yield: x$25. : Dates - Maturity ----: Rollover %: +0.68% xC$25/ Price: Yield.est PrA: 3.21%: $0.9713: oct.01.16-sep.09.21: 5yr+3.21% : 3.89% : $0.92 / $10.50= 8.76% PrC: 4.03%: ——— > : (4/2017)> ( 4/2022): 5yr+4.03% : 4.71% : $1.18 / $13.75= 8.58% (At above prices, at 5yr rates…) A/C div = 0.92/1.18= 78% NOW: update: 5 Year Canadian Bond Yield: 0.68% Canada's 5-year bond yield is the basis for most long-term fixed mortgage rates. Canaccord Genuity Group symbol: QtrDiv: Yield%: LastPr. (Bid -Size -- Offer -Size): YrLow - YrHigh : 4xQDiv: %Y@L: @$25 : Resets T.CF.P.A $.243d:6.99%: $13.90 ($13.65,.1k - $13.90,.1k) $13.02- $16.98: $0.972: 7.46%: 3.888%: 2021 T.CF.P.C $.312d:7.75%: $16.10 ($16.00,.1k - $16.10,.5k) $14.81- $19.33: $1.248: 8.43%: 4.992%: 2022 Bal.Sheet Security CAD-cl ShsOS MktCap: Beta: Bk/Conv: Pr/Bk Pr/CF: CF-com $ 5.97 116.M: $690.8M: 0.349 : $ 0.00 : 1.166, 1.979: CF.P.A : $13.90 4.54M: $63.11M: 1.798 : NONE: Resets: 2021: CF BBrt.@$25 CF.P.C : $16.10 4.00M: $62.68M: 1.452 : NONE: Resets: 2022: CF BBrt.@$25 CF.db.a: $99.00 ????M: $62.68M: 0.000: $10.0 : 99.0%, CF.DB.A / CanaccordG 6.25% 31Dec.2023 : Conv.$10.00 @$98.70, YTM: 6.56% (model: $101.85, N/A valuation) CF ... update ... Last: $ 5.97, Yield: 0.67% / Range: $ 5.49 to $7.49 // SII.t vs CF.t : chart : @ 12/30/18 Cv.Pfd : prA + prC : Both> 10yr: 2yr: fr.xx: 10dvCF : ===== Based on Past performance, future price moves in CF may correlate with GDX, Gold shares CF-vs-GDX ... update : $5.97 / $21.30 - ratio: 28.0% / Add: GDXJ, SPX : +XLF : Ratio: $5.97 / $21.30 = 28.0% CF - vs. CF-prA, prB ... update : - CF is Cheap! vs. PrA & PrC 12-24-19 : cf: $4.71, prA: $13.80 (2.93x), prC: $16.66 (3.54x): average: 3.235, 136.8% of YrE.2015.Low At Yr.Low: cf: $4.62, prA:$13.34 (2.89x), prC: $15.20 (3.29x) : average: 3.090, 130.7% 12-23 Yield : 2.55%: prA 7.04% (2.76x), prC : 7.49% (2.94x) , 2019 Divs. : $0.12. prA: $ 0.97 (8.08x), prC: $ 1.25 (10.4x) 12-23-19: cf: $4.71, prA: $13.80 (2.93x), prC: $16.66 (3.54x)= ave. 3.235, 136.8% of LOW At Yr.Low: cf: $4.62, prA:$13.34 (2.89x), prC: $15.20 (3.29x) = 3.090, 130.7% ==== YrEnd: CF.t- : GDX- : CAD: GDX-C :Ratio: Cf.PrA : (ratio) : Cf.PrC : (ratio) = Aver. : vs.Low 2020 : $5.50? 30.00 1.300: 38.00: 12.x%? 2019 : $4.70? 29.00 1.300: 38.00: 12.x%? 2018 : $5.77: 21.09: 1.364: 28.77: 20.06%: $13.85 (2.40x): $16.14 (2.80x) = 2.600, 109.9% 2017 : $5.80: 23.24: 1.257: 29.21: 19.86%: $14.78 (2.53x): $17.62 (3.04x) = 2.785, 117.8% 2016 : $4.77: 20.92: 1.344: 28.11: 16.97%: $12.60 (2.64x): $15.49 (3.25x) = 2.945, 124.5% 2015 : $5.11 : 13.72: 1.384: 18.99: 26.91%: $11.00 (2.15x): $13.40 (2.62x) = 2.365, 100% LOW 2014 : $7.81 : 18.38: 1.162: 21.36: 36.6%: $19.15 (2.45x): $21.27 (2.72x) = 2.585, 109.3% ===== 12-23 Yield. : 2.55%: prA 7.04% (2.76x), prC: 7.49% (2.94x) : 2019 Divs. : $0.12. prA: $ 0.97 (8.08x), prC: $ 1.25 (10.4x) : ========= CF Website : https://www.canaccordgenuity.com/
  21. Others say that Shipping Containers are not the magical answer... solving all the problems 7 reasons why shipping container homes are a SCAM == Container Problems: they have fixed sizes (even smaller when insulated), containers are compromised when cut & may need reinforcement, they need insulation or are too hot or too cold which may attract mold & rot. Also, there can be a health risk associated with their prior use. Cost of transport from port to housing location can be high & they may be not fully sound on arrival, after years of being knocked around. Insulation cannot be organic like cotton; may need to be foam. Overall, they might be 20% cheaper to use than other methods, but the restrictions may mean the cost advantage i swiped out.
  22. Sustainable Living in PHL. Sometimes cheaply. always with Creativity ! There are so many ways to incorporate Sustainability into your living arrangements, and PHL provides a blank canvas for creative people Other countries, with more money to spend are ahead of The Philippines. We can learn from their example and ideas.... Here's a sustainable city in Dubai. A friend who gave me the link wrote: "if they did something like this here, id buy into it... provided i can afford it" No doubt, the Philippines can do "sustainable living" in its own way, at more affordable prices. I will look at some of the ideas that might be imported here, and eventually some of the local versions of Sustainable living on a PHL budget Sustainable City | Fully Charged in Dubai
  23. HK10 is still lagging... Getting relatively Cheaper & cheaper HK101 vs Hk10 ... since 2017: 2018: 10d / 07/07/20: $19.02: $19.80: (0.78): r-96.1% : 10d / Date----- : Hk10-: HK101: $Gap : Ratio-- / HK2823: ratio%/ HK.10: Hk101: gap-: R.Yields: BookVal. : $65.45: $30.73: NMF-: r-213.% /======== New: $1.08 : $0.93 : $0.15: r116.% Earns/sh.: $ 3.88 : $ 1.80 : $2.08: r-216.% / 07/07/20: $19.02: $19.80: (0.78): r-96.1%/ $16.90: r-113.%/ 5.68% 4.70% +0.98% r120.9%: 06/30/20: $18.02: $18.36: (0.34): r-98.1%/ $14.66: r-123.%/ 5.99% 5.06% +0.93% r118.4%: 5/5-exDv: $16.22: $15.60: $0.62: r104.0%/ $13.52: r-120.%/ 6.66% 5.96% (0.70%) r111.7%: 04/30/20: $17.60: $16.62: $0.98: r105.9%/ $13.94: r-126.%/ 6.14% 5.60% (0.54%) r109.6%: 03/31/20: $16.34: $15.74: $0.60: r103.8%/ $13.16: r-124.%/ 6.60% 5.91% (0.69%) r111.6%:/ 01/20/20: $20.95: $19.24: $1.71: r108.9%/ $15.62: r-134.%/ 5.16% 4.83% (0.33%) r111.4%:: BookVal. : $65.45: $30.73: NMF-: r213.% /========= Old : $0.80 : $0.75 : $0.05: r107.% 12/31/19: $19.26: $17.10: $2.16: r112.6%/ $15.32: r-126.%/ 4.15% 4.39%: 0.24%: r-94.5%:
  24. Hang Lung Properties / HL Group - very interesting near $14, $20 (was $17, 24) HK10 has been leading HK2823 / China A50 ... update : fr. May 2018 : w/HLP : HK$21.05 vs H$17.38 = 121% at 5/28/19 CHALLENGING The Top of RANGE" I said in Sept 2019. - What happened? HK10-etc ... update : fr. Sep.2018 : 10d/ The HK10 price is HIGHER now 02.14.'20: hk10: $21.00. hk101: $18.20 (115%). hk2823: $14.50 (145%) - New "Over 10 years ago, HLP embarked on an ambitious wealth-building venture in the property space, entailing utilising the over HKD20bn in profit it stands to realise from Hong Kong’s residential property sector to fund a series of ambitious investments in China in an attempt to transform itself into a leading player in the commercial property sector in Greater China. " Hang Lung Group interesting too, approaching $26 - trading near 60%, 50% of Book, respectively At end 2017, HLG owned 55.7% of HLP, up from 53%. As HLG's ownership rises, fewer dividends "leak out" to minority shareholders DIVIDEND FLOW: In 2018, HLG bot 87M HLP sh x $17.38= $1,512M Cost, now owns 57.6% HLP (at Feb.2019) UPDATE: 5/28/19 / HLP @ $17.38 = HLPPY: US$11.09 / 57% $30.58 BV (57.62%: 2.59B) (x$0.75: $1.94B > Excess CF: $850M > HLG, Net Div. Flow / HLG @ $21.05 = HNLGY: US$13.18 (118.8%) / 33% $63.49 BV (100% : 1.362B) (x$0.80: $1.09B) / In 2018, HLG bot 87M HLP sh x $17.38= $1,512M, spending $662M more than Net Divs The old target I mentioned a while ago has been hit: $17 for HLP, $24 for HLG. CHART : Calendar 2014 - 18 : update : / 10d: HK10 : HK101 : Both : 870001 : update-4/26/18: $23.95, $18.40 Hang Lung Properties (HK:101) closed yesterday (Sept.8th at): +$17.40 + 0.40 :: +2.35% Open: 17.30 / High: 17.48 / Low: 17.00 // Volume: 672,675 Yield: 1.95% / P/E Ratio: 6.90 / 52 Week Range: 16.96 to 26.45 COMPARE - HLG owns almost 53%* of HLP ++ some other assets *> 55.7% at 12.2017 ! =========== : -- Aug. 2015 --- / --- Apr. 2018 -- / Company----- : Group- : -Props. / Group- : -Props. / Change : Change : Stock Symbol: HK-10 : HK101 / HK-10 : HK101 / Last Price---- : $29.10 : $17.40 / $23.95 : $18.40 / -17.7% : +5.75% : Low of year--: $28.60 : $16.96 / $23.85 : $17.28 / Book Value-- : $56.86 : $29.50 / $61.06 : $30.27 / +7.39% : +2.61% : Price / Book- : 51.2 % : 59.0 % / 39.1 % : 57.1 % / Shares O/S -- : 1.35bn : 4.48bn / 1.36bn : 4.50bn / MktCap. HKD : $39.3B: $78.0B / $32.6B: $82.8B / Earnings / sh : $ 4.82 : $ 2.52 / $ 3.90 : $ 1.81 / -19.1% : -18.2% : P/E Ratio -------- : r-6.04 : r-6.90 / r-6.14 : r-10.17 / Yield -------------- : 1.30 % : 1.95 % / 3.34 % : 4.08 % / Div. per share : $ 0.38 : $ 0.34 / $ 0.80 : $0.75 / +111.% : +121.% : Debt to Equity : --n/a-- : --n/a- : 18.97% : 17.69% : EBITDA--------- : --n/a-- : --n/a- : $7.92B : $7.45B : MCap/editda : --n/a-- : --n/a- : r- 4.12 : r-11.11 : Free CF--------- : --n/a-- : --n/a- : (8.71B) : (4.40B) : RATIOs (HLP/HLG etc) over time: Owning HLG or HLP has been a poor hedge against rising HK Property prices QTR. : HK-10 : HK101 : Ratio-- : -CCLI - : hlg/CC : e.00: $$6.95 : $$8.70 : 125.2% : e.01: $$6.90 : $$8.05 : 116.7% : $40.28 : 19.99% : e.02: $$6.40 : $$7.55 : 118.0% : $35.77 : 21.11% : e.03: $$9.70 : $$9.95 : 102.6% : $37.51 : 26.53% : e.04: $15.30 : $12.00 : 78.43% : $49.30 : 24.34% : e.05: $16.45 : $12.10 : 73.56% : $52.51 : 23.04% : e.06: $23.65 : $19.50 : 82.98% : $53.93 : 36.16% : e.07: $42.60 : $35.30 : 82.86% : $67.59 : 52.23% > HLG at highest ratio vs CCLI e.08: $23.45 : $16.84: 71.81% : $56.78 : 29.66% : BkV.: $61.06 : $30.27 : Apr. 2018 Hang Lung / HK10 vs HK101 - since 2008 : ================== QTR. : HK-10 : HK101 : Ratio-- : -CCLI - : hlg/CC : e.08: $23.45 : $16.84 : 71.81% : $56.78 : 29.66% : e.09: $38.65 : $30.60 : 79.17% : $74.07 : 41.31% > highest ratio since GFC e.10: $51.10 : $36.35 : 71.14% : $88.38 : 41.13% : Q-1 : $48.15 : $34.05 : 70.72% : $96.98 : 35.11% : Q-2 : $49.30 : $31.90 : 64.71% : 100.29 : 31.81% : Q-3 : $39.85 : $23.40 : 58.72% : $99.80 : 23.45% : e.11: $42.55 : $22.10 : 51.94% : $95.47 : 23.15% : Q-1 : $50.25 : $28.45 : 56.62% : 101.17 : 28.12% : Q-2 : $47.55 : $26.20 : 55.10% : 105.47 : 24.84% : Q-3 : $49.15 : $26.50 : 53.92% : 110.14 : 24.06% : e.12: $44.05 : $30.80 : 69.92% : 115.60 : 26.64% : Q-1 : $43.60 : $29.00 : 66.51% : 123.01 : 23.58% : Q-2 : $41.70 : $27.05 : 64.87% : 121.88 : 22.19% : Q-3 : $41.40 : $26.40 : 63.77% : 119.83 : 22.03% : e.13: $39.15 : $24.50 : 62.80% : 118.96 : 20.60% : Q-1 : $39.05 : $22.30 : 57.11% : 118.82 : 18.77% : Q-2 : $41.95 : $23.90 : 56.97% : 123.35 : 19.38% : Q-3 : $38.45 : $22.10 : 57.48% : 127.65 : 17.31% : e.14: $35.20 : $21.75 : 61.79% : 133.34 : 16.31% : Q-1 : $35.35 : $21.80 : 61.67% : 142.64 : 15.28% : Q-2 : $34.15 : $23.05 : 67.50% : 143.15 : 16.10% : Q-3 : $26.30 : $17.36 : 66.01% : 147.61 : 11.76% : Lowest ratio vs CCLI e.15: $25.20 : $17.64 : 70.00% : Q-1 : $22.25 : $14.82 : 66.61% : Q-2 : $23.25 : $15.62 : 67.18% : Q-3 : $29.50 : $17.44 : 59.12% : e.16: $27.00 : $16.44 : 60.89% : Q-1 : $33.15 : $20.20 : 60.94% : Q-2 : $32.30 : $19.50 : 60.37% : Q-3 : $28.05 : $18.54 : 66.10% : e.17: $28.75 : $19.10 : 66.43% : Q-1 : $25.65 : $18.28 : 71.27% : Q-2 : $22.00 : $16.18 : 73.55% : BkV.: $61.06 : $30.27 : Apr. 2018 BkV. : $56.86 : $29.50 : 51.88% Last-: $26.90 : $17.70 : 65.80% : 146.76 : 12.06% > HLG at lowest ratio vs CCLI Pr/Bk 47.31%: 60.00% : 126.8% HK:10 / HLG -- all data ===== Bigcharts Historical : xx Centaline Index----- : http://www1.centadata.com/cci/cci_e.htm : Search : LINKS ===== Annual Report 2017 : HLG : HLP / 2014: http://www.hanglung.com/HLGAnnualReport2014/index.html Prior Year Reports - :: http://www.hanglung.com/en/investor-relations/financial-information/financial-reports.aspx Analyst Coverage - :: (#17) https://www.hanglung.com/en-US/investor-relations/analyst-coverage US$ Quote/ HLPPY : https://money.cnn.com/quote/forecast/forecast.html?symb=HLPPY
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