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KWG Property (01813.HK)
07-07-2018, 04:30 PM.
Post: #111
RE: KWG Property (01813.HK)
bmann025,

Thanks for posting the bocom information.

I think the previous buying momentum for 1813 has collapsed. Lot of trade war news coming into the market and causing reluctance by traders to enter the market.

We have to wait until after the final dividend has been paid next month to shareholders.

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02-08-2018, 05:31 AM.
Post: #112
RE: KWG Property (01813.HK)
(05-07-2018, 03:08 PM)bmann025 Wrote: Bocom: China Property

"Sales may slow in Jul-Aug despite strong June
...
We prefer fast runners and focus on cash collection."
http://researchreport.bocomgroup.com/mexp-180705e.pdf

RF and Shimao first to report July data.

No slowdown, even faster growth in July:

http://www.hkexnews.hk/listedco/listcone...011139.pdf
http://www.hkexnews.hk/listedco/listcone...011058.pdf

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04-08-2018, 02:36 AM. (This post was last modified: 04-08-2018, 02:38 AM by soros.)
Post: #113
RE: KWG Property (01813.HK)
KWG paid a final divi of RMB 0.31 Yuan per share and I estimate the Chairman would have received about RMB 608 Mil yesterday.

So I am thinking he can afford to spend around RMB 2 Mil per day buying more 1813 shares .

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04-08-2018, 03:11 PM.
Post: #114
RE: KWG Property (01813.HK)
(04-08-2018, 02:36 AM)soros Wrote: KWG paid a final divi of RMB 0.31 Yuan per share and I estimate the Chairman would   have received about RMB 608 Mil  yesterday.

So I am thinking he can afford to spend around  RMB 2 Mil per day buying more 1813 shares .

Not sure about HKEX regulations, but I would expect there is usually an embargo in place until results announcement.

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05-08-2018, 09:12 PM.
Post: #115
RE: KWG Property (01813.HK)
Under HKEX rules , the blackout period to buy and sell, for directors is 30 days before announcement of Interim results and 60 days before the Final results.

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28-08-2018, 04:17 AM.
Post: #116
RE: KWG Property (01813.HK)
KWG results
http://www.hkexnews.hk/listedco/listcone...827964.pdf

... makes me wonder how to analyse such companies. Pre-sales alone obviously not a very good indicator.

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29-08-2018, 01:18 PM.
Post: #117
RE: KWG Property (01813.HK)
Bocom
Downgrade to Neutral on 1H18 miss & weaker margin outlook
http://researchreport.bocomgroup.com/mexp-180829e.pdf

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31-08-2018, 04:11 PM.
Post: #118
RE: KWG Property (01813.HK)
This Bocom report failed to mention the interim dividend was raised from 10 cts last year to 25 cents this time. This should boost confidence for buyers of this share with prospect of rising dividend .

The estimated NAV is $18 and the share price is below 50% of NAV figure.

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19-09-2018, 09:17 PM.
Post: #119
RE: KWG Property (01813.HK)
Latest info on chairman's holding :

11 Sep 2018 : 1,979,555,652
14 Jun 2018 : 1,962,655,652
13 Jun 2018 : 1,962,355,652 ( ex div date ).

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