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Hang Lung Properties / Group - good Buy near $14, $20?

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CHALLENGING The Top of RANGE

HK10-etc ... update : fr. Sep.2018 / Last: hk10: $20.15. hk101: $18.46 (109%). hk2823: $14.86 (136%)

GoVJCan.gif

Date-- — : Hk10-: HK101: $Gap : Ratio-- / HK2823: ratio%/ Dv.80 : Dv.75: gap- : R.Yields:
BookVal. : $63.49: $30.58: NMF-: r208.% / ============ /  80cts. 75cts. 5cents : R-div. :
Earns/sh.: $ 3.88 : $ 1.80 : $2.08: r216.% /
Dividends: $0.80 : $0.75 : $0.05: r107.% /
10/04/19 : $19.36: $17.66: $1.70: r109.6%/ $14.44: r-134%/
10/02/19 : $19.60: $18.02: $1.58: r108.8%/ $14.52: r-135%/  4.08% 4.17%: 0.09%: r97.8%:
09/30/19 : $19.52: $17.80: $1.72: r109.7%/ $14.56: r-134%/   4.10% 4.21%: 0.11%: r97.3%:
09/11/19 : $20.15: $18.46: $1.69: r109.%/ $14.86: r-136%/  3.97% 4.06%: 0.11%:  r97.8%:
09/10/19: $19.66: $17.86:  $1.80: r110.%/ $14.92: r-132%/ 4.07% 4.20%: 0.13%:  r96.9%:
09/03/19: $20.20: $18.88: $1.32: r107.%/ $14.68: r-138%/  3.96% 3.97%: 0.01%r99.7%:
08/30/19: $19.48: $17.72: $1.76: r110.%/ $14.52: r-134%/   4.11% 4.23%: 0.12%:   r97.2%:
06/28/19: $21.65: $18.58: $3.07: r117.%/ $14.94: r-145.%/  3.70% 4.04%: 0.34%:  r91.6%:
03/29/19: $25.20: $19.16: $7.02: r117.%/ $14.58: r-173.%/  3.17% 3.91%: 0.74%:  r81.1%:
12/31/18 : $19.94: $14.92: $5.02: r134.%/ $11.40: r-175.%/ 4.01% 5.03%: 1.02%:  r79.7%:
12/29/17 : $28.75: $19.10: $9.66: r151.%/ $15.02: r-191.%/  2.78% 3.93%: 1.15%: r70.7%:
—————

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Other HK-quoted shares

Competitive Comparison Data            
Ticker.              Company                             Market Cap (M)    EV-to-EBITDA
MGAWY.           Megaworld Corp                         $ 2,959.26    8.60
HKSE:03883    China Aoyuan Group Ltd           $ 2,979.25    7.08
HKSE:06158    Zhenro Properties Group Ltd    $ 2,830.71  10.79
HKSE:01813    KWG Group Holdings Ltd          $ 2,742.06    4.30
HKSE:00604    Shenzhen Investment Ltd.        $ 3,221.70    6.58
HKSE:01238    Powerlong Real Estate Hldg     $ 2,687.51    6.38
=> https://www.gurufocus.com/term/ev2ebitda/OTCPK:MGAWY/EV-to-EBITDA/Megaworld-Corp

xx

xx

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HK10-etc ... update / Last: hk10: $20.15. hk101: $18.46 (109%). hk2823: $14.86 (136%)

rO1dJ7B.gif

Date-- — : Hk10-: HK101: $Gap : Ratio- / HK2823: ratio%/ Dv.80 : Dv.75: gap-: R.Yields:
BookVal. : $63.49: $30.58: NMF-: r208.%/ ============ /  80cts. 75cts. 5cents: R-div. :
Earns/sh.: $ 3.88 : $ 1.80 : $2.08: r216.%/
Dividends: $0.80 : $0.75 : $0.05: r107.%/
10/02/19 : $19.60: $18.02: $1.58: r109.%/ $14.52: r-135%/  4.08% 4.17%: 0.09%: r97.8%:
09/30/19 : $19.52: $17.80: $1.72: r110.%/ $14.56: r-134%/   4.10% 4.21%: 0.11%: r97.3%:
09/11/19 : $20.15: $18.46: $1.69: r109.%/ $14.86: r-136%/  3.97% 4.06%: 0.11%:  r97.8%:

======

If another Bull Market comes to China, Hang Lung should also get a big push up

SSEC Monthly

Eo4UZuc.png

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Since 2018 ... update :

0SjQh2v.gif

Date-- — : Hk10-: HK101: $Gap : Ratio-- / HK2823: ratio%/ Dv.80 : Dv.75: gap- : R.Yields:
BookVal. : $63.49: $30.58: NMF-: r208.% / ============ /  80cts. 75cts. 5cents : R-div. :
Earns/sh.: $ 3.88 : $ 1.80 : $2.08: r216.% /
Dividends: $0.80 : $0.75 : $0.05: r107.% /
10/04/19 : $19.36: $17.66: $1.70: r109.6%/ $14.44: r-134%/
10/02/19 : $19.60: $18.02: $1.58: r108.8%/ $14.52: r-135%/  4.08% 4.17%: 0.09%: r97.8%:
09/30/19 : $19.52: $17.80: $1.72: r109.7%/ $14.56: r-134%/   4.10% 4.21%: 0.11%: r97.3%:

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Gap is still big ! Especially with HK-2823

HK 2823 vs. hk10, 101 ... update :

xIOrbK4.gif

Date-- — : Hk10-: HK101: $Gap : Ratio-- / HK2823: ratio%/ Dv.80 : Dv.75: gap- : R.Yields:
BookVal. : $63.49: $30.58: NMF-: r208.% / ============ /  80cts. 75cts. 5cents : R-div. :
Earns/sh.: $ 3.88 : $ 1.80 : $2.08: r216.% /
Dividends: $0.80 : $0.75 : $0.05: r107.% /

11/07/19 : $20.30: $17.30 $2.95: r117.3%/$15.60: r-130%/ 3.94% 4.34%: 0.40%: r90.8%:
10/30/19 : $19.66: $17.26: $2.40: r113.9%/ $15.04: r-135%/  4.07% 4.35%: 0.28%: r93.6%:
10/11/19 : $18.90: $18.10: $0.80: r104.4%/ $14.92: r-127%/ 4.23% 4.14% (0.09%) < mid-day
10/02/19 : $19.60: $18.02: $1.58: r108.8%/ $14.52: r-135%/  4.08% 4.17%: 0.09%: r97.8%:
09/30/19 : $19.52: $17.80: $1.72: r109.7%/ $14.56: r-134%/   4.10% 4.21%: 0.11%: r97.3%:
06/28/19 : $21.65: $18.58: $3.07: r117. % / $14.94: r-145.%/  3.70% 4.04%: 0.34%:  r91.6%:
12/31/18 : $19.94: $14.92: $5.02: r134. % / $11.40: r-175.%/ 4.01% 5.03%: 1.02%:  r79.7%:
12/29/17 : $28.75: $19.10: $9.66: r151. % / $15.02: r-191.%/  2.78% 3.93%: 1.15%: r70.7%:
—————

 

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Hang Lung Properties Divs & Charts

HK101 vs HK10, 2823 ... fr. 1/2018 : w/PSEI (7,797) / HK101: 16.32, HK10: 19.38, (Gap:$3.06!), HK2823: 15.02

EWqdk69.gif

Date-- — : Hk10-: HK101: $Gap : Ratio-- / HK2823: ratio%/ Dv.80 : Dv.75: gap- : R.Yields:
BookVal. : $63.49: $30.58: NMF-: r208.% / ============ /  80cts. 75cts. 5cents : R-div. :
Earns/sh.: $ 3.88 : $ 1.80 : $2.08: r216.% /
Dividends: $0.80 : $0.75 : $0.05: r107.% /

11/07/19 : $20.30: $17.30 $2.95: r117.3%/$15.60: r-130%/ 3.94% 4.34%: 0.40%: r90.8%:
11/07/19 : $20.30: $17.30: $2.95: r117.3%/ $15.60: r-130%/  3.94% 4.34%: 0.40%: r90.8%:
10/30/19 : $19.66: $17.26: $2.40: r113.9%/ $15.04: r-135%/  4.07% 4.35%: 0.28%: r93.6%:

Dividends > (HLP:  0.17 + 0.58= 0.75 ) : http://aastocks.com/en/stocks/analysis/company-fundamental/dividend-history?symbol=00101

Hang Lung Properties's next dividend payment will be HK$0.17 per share, and in the last 12 months, the company paid a total of HK$0.75 per share. Based on the last year's worth of payments, Hang Lung Properties stock has a trailing yield of around 4.1% on the current share price of HK$18.44.
 
Dividend History
Dividend Type
Announce Date Year Ended Event Particular Type
 
Ex-Date
 
Book Close Date Payable Date
2019/07/30 2019/12 Interim D:HKD 0.1700 Cash 2019/09/10 2019/09/12-2019/09/13 2019/09/26
2019/01/30 2018/12 Final D:HKD 0.5800 Cash 2019/05/03 2019/05/07-2019/05/07 2019/05/21
2018/07/30 2018/12 Interim D:HKD 0.1700 Cash 2018/09/10 2018/09/12-2018/09/13 2018/09/27
2018/01/30 2017/12 Final D:HKD 0.5800 Cash 2018/04/30 2018/05/03-2018/05/03 2018/05/16

==

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Long Term downtrend... may end soon

HK10 / Hang Lung Group ... update : Last: $19.50

Z8eNCu6.gif

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CHARTS - & Data update - near record GAP showing on the chart below: HK2823 to HK10: 123% vs. 170%+

HK10-etc ... from 1/2018 : 1yr: 6mo: 10d : Last (1/2/2020): $19.52 +0.26, $17.30 +0.20, $15.58 +0.26

zitGD7A.gif

Date-- — : Hk10-: HK101: $Gap : Ratio-- / HK2823: ratio%/ Dv.80 : Dv.75: gap- : R.Yields:
BookVal. : $63.49: $30.58: NMF-: r208.% / ============ /  80cts. 75cts. 5cents : R-div. :
Earns/sh.: $ 3.88 : $ 1.80 : $2.08: r216.% /
Dividends:  $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%: r94.5%:
11/31/19 : $18.94: $16.04: $2.90: r118.1%/ $14.70: r-129%/ 4.22% 4.68%: 0.46%: r90.2%:
10/30/19: $19.66: $17.26: $2.40: r113.9.%/ $15.04; r-131%/ 4.07% 4.34%: 0.27%: r93.8%:
09/30/19 : $19.52: $17.80: $1.72: r109.7%/ $14.56: r-134%/  4.10% 4.21%: 0.11%: r97.3%:
09/03/19: $20.20: $18.88: $1.32: r107.%  / $14.68: r-138% /  3.96% 3.97%: 0.01%: r99.7%:
08/30/19: $19.48: $17.72: $1.76: r110.%. / $14.52: r-134% /  4.11% 4.23%: 0.12%:  r97.2%:
06/28/19: $21.65: $18.58: $3.07: r117.%. / $14.94: r-145.%/  3.70% 4.04%: 0.34%:  r91.6%:
03/29/19: $25.20: $19.16: $7.02: r117.%. / $14.58: r-173.%/  3.17% 3.91%: 0.74%:  r81.1%:
12/31/18 : $19.94: $14.92: $5.02: r134.% / $11.40: r-175.%/  4.01% 5.03%: 1.02%:  r79.7%:
12/29/17 : $28.75: $19.10: $9.66: r151.% / $15.02: r-191.%/  2.78% 3.93%: 1.15%: r70.7%:
—————

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HK10: $20.40, +0.90, +4.62%/ 101: $18.14, +0.86, +4.98%/ 2823: $15.46 -0.16, -1.02%

HSI:

====
12/31/19 : $19.26: $17.10: $2.16: r112.6%/ $15.32: r-126%/ 4.15% 4.39%: 0.24%: r94.5%:
01/03/20: $20.40: $18.14: $2.26: r112.5%/ $15.46: r-132%/
=======

Hong Kong unrest enters 2020 with mass rally

HONG KONG — More than a million residents in Hong Kong took to the streets on New Year’s Day as the eight-month-long unrest continued into 2020.

A major rally was held at the colonial era Victoria Park, local non-profit organization Civil Human Rights Front said.

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THree Year charts - HLG vs HLP

HLG / HK10: Hang Lung Group... 3yr: / Last: $20.10 +0.16

sMTglHF.gif

HLP / HK10: Hang Lung Properties... 3yr: / Last: $18.32 +0.24

bKbWuct.gif

HLP &Gr &ChinaA50 / HK10: Hang Lung Properties... from:2018-20 / Last: $20.20, $18.46 (91.4%), $15.58 (77.1%)

EG0GdAA.gif

==

XX

YY: $20.20, $18.46 (91.4%), $15.58 (77.1%)

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AFTER ONE YEAR, HLG is at a Larger discount

chart update: 12 mo:

zYTLEWd.gif

: HK10vs101-2yr : +2823 :

Bo3qrLi.gif

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++ WITH SOME OTHER HK STOCKS... (that I own or monitor)

HK-10/ Hang Lung, and HK-1104/ APAC Resources, etc

HK1104-etc: HK10, 1051, 766 ... 5yr: 2yr: 1yr: 6mo: 10d/ Last: $1.02, $20.50 (20.1X), $0.055, $0.05

pzOksGS.gif

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UPDATE: 1/10/20 & w/ year-end share OS data

/ HLP @ $18.58 = HLPPY: US$12.07 (MktCap: $83.57B)
/ 60.5% $30.73 BV: shsOS: 4.498Bn shs,
/ Of which: 2.606B (57.94%) are held by HLG
(57.94%: 2.606B, was 57.62?$: 2.590B = Diff.: 16M)
(x$0.75: $1.955B, Divs Recd. > Excess CF: $865M > HLG= Net Div. Flow
/ HLG @ $20.50 = HNLGY: US$12.10
/ 31.3% $65.45 BV
(100.%sh: 1.362B- same), HLG shs. OS
(x$0.80 : $1.090B- same), Div.s Paid by HLG
/ In 2019, HLG bot 16M HLP sh x $18= $288M, spending $577M less than Net Divs

======

Date----- : Hk10-: HK101: $Gap : Ratio-- / HK2823: ratio%/ Dv.80 : Dv.75: gap- : R.Yields:
BookVal. : $65.45: $30.73: NMF- : r213.% / ============ / 80cts. 75cts. 5cents: R-div. :
Earns/sh.: $ 3.88 : $ 1.80 : $2.08: r216.% /

Dividends:  $0.80 : $0.75 : $0.05: r107.% /
01/10/20 : $20.50: $18.58: $1.92: r110.3%/ $15.58: r-132.%/ 3.90% 4.05%: 0.24%: r96.3%:
12/31/19 : $19.26: $17.10: $2.16: r112.6%/ $15.32: r-126.%/ 4.15% 4.39%: 0.24%: r94.5%:
06/28/19 : $21.65: $18.58: $3.07: r117.% / $14.94: r-145.%/ 3.70% 4.04%: 0.34%: r91.6%:
12/31/18 : $19.94: $14.92: $5.02: r134.% / $11.40: r-175.%/ 4.01% 5.03%: 1.02%: r79.7%::
12/29/17 : $28.75: $19.10: $9.66: r151.% / $15.02: r-191.%/ 2.78% 3.93%: 1.15%: r70.7%:

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Hang Lung Properties (HK101) has jumped ahead of HK10 again... and even more so, the China Index

HK101 vs: HK10 (HL Group) & HK2823 ... update 10d : $19.24 +0.22, $20.95 +0.05, $15.62 Unch.

bbSL3pw.gif

Date----- : Hk10-: HK101: $Gap : Ratio-- / HK2823: ratio%/ Dv.80 : Dv.75: gap- : R.Yields:
BookVal. : $65.45: $30.73:  NMF-: r213.% / ============ / 80cts. 75cts. 5cents: R-div. :
Earns/sh.: $ 3.88 : $ 1.80 :  $2.08: r216.% /

Dividends:  $0.80 : $0.75 : $0.05: r107.% /
01/22/20: $20.20: $17.70: $2.50: r114.1%/ $14.80: r-136.%/  3.96% 4.24%: 0.30%: r93.4%:
01/20/20 : $20.95: $19.24: $1.71: r108.9%/ $15.62: r-134.%/ 3.82% 3.90%: 0.08%: r97.9%:
01/10/20 : $20.50: $18.58: $1.92: r110.3%/ $15.58: r-132.%/ 3.90% 4.05%: 0.24%: r96.3%::
12/31/19 : $19.26: $17.10: $2.16: r112.6%/ $15.32: r-126.%/ 4.15% 4.39%: 0.24%: r94.5%:

===

When Dividend yields are so similar, it seems to be a NO BRAINER to Buy HK10 instead of HK101,

Give the sharing of assets, and the much greater Asset Backing of HK10

(In edit):

THAT proved perfectly correct, as The Coronaus virus hit

... and the GAP moved from $1.71 (1/20th) > $2.50 (1/22nd)

Here is an updated HK-10etc.10 day chart. HK101 dropped from $19.24 to $17.70 - $1.54, - xx%

4aNvtVj.gif

 

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Earnings Up; Dividend Boosted, including Special Dividend

ShOS: Early 2019 HLG: 1.362.B shs :
2019 Earnings: $6.820B +29% / 1.362B shs = $5.01 per share
- 0.19, - 0.89 div. = $3.93 increase in Net Worth : to 5/2020

@ (0.63+0.26= 0.89 +0.19= $1.08)  and $20.55, Yield is 5.25%, PER: 4.10

HK10 vs: 101, 2823 ... update : $20.55, $18.00, $16.00

uvw6fxz.gif

Date——— :  HLP / hk101 : PerSh. : HLG / hk10  : PerSh. :  RATIO
YE 2018 NW, Reported — : $30.58 : ——————  : $110.70 :
Basic Earnings : ————— : $ 1.80 : ——————— :  $ 3.88 : r-2.155 :
Dividend per share: ——— : $ 0.75 : ———————  :  $0.80 :  r-1.067 :
Payout Rate : ——————  :  41.7% : ———————  :  20.6% : r 49.9%:
YE 2018 NW, Tang.: —— : $30.58 : ——————-    : $63.49 : r-2.076 :
Jan. Declare: 05/03 Paid -:  (0.58) : == 05/03 Paid: (0.61) : r-1.052 :
Interim Div.:   09/10 Paid -:  (0.17) : == 09/10 Paid: (0.19) :
2019 Earn: $6.17B/4.498B: $1.37 : $6.82B/1.362B: $5.01: r-3.66 !
YE 2019 NW:  Tang.: —— : $31.20 :   ——————  :  $67.70 :
Jan. Declare: 05/05 Paid  :  (0.59) : == 05/05 Paid : (0.63) :
Spec. Div. = :  05/05 Paid  :  (0.17) : == 05/05 Paid : (0.26) :
NAV mid-yr. :  —————>  :  $30.34 : ———————>  $66.81 :
Last 12mos Div. =======  :  (0.93) : =========== : (1.08) :
Price & Yield: $17.98 --—>  : 5.17% : Price: $20.55> 5.25% : with raised divs., hk10 now has a higher yield

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Hang Lung Group / HK10 ... 3-Years HK101 both / 2yr: 1yr: 6mo: 10d / Last: $19.76 +0.48, +2.49%

th1TU79.gif

BOTH ... update /

ZiNPIBu.gif

Date----- : Hk10-: HK101: $Gap : Ratio-- / HK2823: ratio%/ HK.10: Hk101: gap-: R.Yields:
BookVal. : $65.45: $30.73:  NMF-: r213.% /========= New: $1.08 : $0.93 : $0.15: r116.%
Earns/sh.: $ 3.88 : $ 1.80 : $2.08: r216.% /
02/06/20: $19.76: $17.26: $2.50: r114.5%/ $14.36: r-138.%/ 5.47% 5.39% (0.06%) r101.5%:
02/04/20: $19.02: $16.24: $2.78: r117.1%/ $13.38: r-142.%/ 5.68% 5.73%: 0.07% : r-99.1%:
01/22/20: $20.20: $17.70: $2.50: r114.1%/ $14.80: r-136.%/ 5.35% 5.25% (0.10%) r101.9%:
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%:

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CHART from a Viber chat (per - M K-V)

ZDHY2dk.png

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BOTH : $20.55 +0.59, +2.96% / $17.64 +0.24, +1.38% = R-xxx , Gap: $2.91
naoWfMH.gif

Date----- : Hk10-: HK101: $Gap : Ratio-- / HK2823: ratio%/ HK.10: Hk101: gap-: R.Yields:
BookVal. : $65.45: $30.73:  NMF-: r213.% /========= New: $1.08 : $0.93 : $0.15: r116.%
Earns/sh.: $ 3.88 : $ 1.80 : $2.08: r216.% /

02/13/20: $20.75: $17.82: $2.93: r116.4%/ $14.42: r-144.%/
02/11/20: $20.55: $17.64: $2.91: r116.5%/ $14.52: r-142.%/ 5.25% 5.27% +0.02%: r-99.6%:
02/06/20: $19.76: $17.26: $2.50: r114.5%/ $14.36: r-138.%/ 5.47% 5.39% (0.06%) r101.5%:

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China stocks have rallied back to the fracture point.

It may be tough to rally further

HK;2823 ... 2-yr / Last: $14.42 - 0.08

B7Fmh8n.gif

It is right at the fracture point now (think of a bone fracture) and it will take some strong buying to get through this level

Everyone can see it, they know this gap is here, and it will serve as a convenient level for many to sell. 

Buyers may hang back, and "wait & see"

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"CHALLENGING The Top of RANGE" in Sept. - What happened?

HK10-etc ... update : fr. Sep.2018 : 10d/

02.14.'20: hk10: $21.00. hk101: $18.20 (115%). hk2823: $14.50 (145%) - New

09.11.'19: hk10: $20.15. hk101: $18.46 (109%). hk2823: $14.86 (136%) - OLD!, just below

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fr. Sep.2018 /

02.14.'20: hk10: $21.00. hk101: $18.20 (115%). hk2823: $14.50 (145%) - New

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HK10 ... 3yr / Last: $21.00 - resistance at $22

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Ronnie Chan - still optimistic about HK - at the beginning of this talk

Historian Niall Ferguson on the State of the World in 2020 — and Beyond

 

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