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KWG Property (01813.HK)
17-06-2018, 11:26 AM,
Post: #101
RE: KWG Property (01813.HK)
Update for Substantial shareholder - Kong Jianmin : ( Latest Disclosure reported in HKEX )

14 Jun 2018 : 1,962,655,652
13 Jun 2018 : 1,962,355,652 ( ex div date ).
12 Jun 2018 : 1,961,955,652
04 Jun 2018 : 1,959,555,652
01 Jun 2018 : 1,959,155,652
31 May2019 : 1,958,755,652
30 May2018 : 1,958,355,652
29 May2018 : 1,957,955,652
28 May2018 : 1,957,555,652
25 May2018 : 1,957,155,652
18 May2018 : 1,955,555,652
11 May2018 : 1.953,855,652
04 May2018 : 1,952,355,652
03 May2018 : 1,952,055,652
02 May2018 : 1,951,755,652

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18-06-2018, 09:36 AM,
Post: #102
RE: KWG Property (01813.HK)
Found another report googeling 'Future Land (1030.HK): Initiate at Buy: Powerful Engines Ignited'

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19-06-2018, 05:44 PM,
Post: #103
RE: KWG Property (01813.HK)
I am glad I sold my last board lot in 1813 shares before the ex-div date .

Future Land ( 01030.HK ) may be good for the next share to buy.

I found the company reported the sales for Jan-May 2018 (5 Months) reached RMB 66 Bil compared to RMB 40.8 Bil sales revenue in 2017.

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20-06-2018, 03:11 AM, (This post was last modified: 20-06-2018, 03:17 AM by bmann025.)
Post: #104
RE: KWG Property (01813.HK)
I was particularly interested in their peer comparison tables.

They project very low single digit PEs, large discounts to NAV and around 10% dividend yield for several companies till 2020, KWG and Powerlong among them.

KWG and Powerlong have the largest increase in this year's sales target (and big increases excpected by other analysts till 2020), yet Citi estimates their ROE on the lower side of peers. That is a space for surprise I like.

I am missing a comparison of debt, but I like that KWG and Powerlong's sales targets increases are much larger than their additions in land banks, hence potential to reduce debt.


I am a bit disappointed about the Chinese markets in general, reacting on the trade war dispute again like a banana republic. No leadership, just follow and amplify foreign input. There is no way the US can win that trade war, just read what Marc Faber has to say about it. Even JPM puts the impact on China only at around 0.1% of GDP (sentiment effect could be larger of course), hence I would expect the US to cave in with some face saving last minute solution.
http://www.aastocks.com/en/stocks/news/a...atest-news

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