Hotung Investment (和通)

Thread Rating:
  • 0 Vote(s) - 0 Average
  • 1
  • 2
  • 3
  • 4
  • 5
#81
Div yield always good and pretty consistent, MOS 50% discount to nav also good, net cash 34%mcap, cash flow good. There will always be writedowns for investment venture firms. Catalyst would be ipos or sale from its portfolio which cannot be predicted.

Just buy and wait loh while they pay me 8%,++ a year...

via Xperia Z1 with Android 4.4.4 running tapatalk.
Virtual currencies are worth virtually nothing.
http://thebluefund.blogspot.com
Reply
#82
Quite attracted to this company.

Good points:
- The dividend yield is good. (At this point in time)
- I like the healthcare-related portion of their portfolio. (However lack knowledge to judge the marketability of their technologies)
- No debt. Good diversification to my other interest-rate sensitive stocks
- Good discount to NAV

Bad points:
- Lack of understanding of their business
- Lumpy earnings and dividend. Need to be prepared for zero dividend in bad times

I attached some charts of their balance sheet, income, dividend history etc (Based on data downloaded from DBS Vickers. Price data from Yahoo/google)


Attached Files
.xlsx   hotung.xlsx (Size: 172.23 KB / Downloads: 51)
Reply
#83
Hi gzbkel,

Thanks for sharing the finance info.

There is error in your "groupdata" .... the account year should be Jan-Dec.

Check the attach file Idea

Not vested yet.

(16-09-2014, 09:10 AM)gzbkel Wrote: Quite attracted to this company.

Good points:
- The dividend yield is good. (At this point in time)
- I like the healthcare-related portion of their portfolio. (However lack knowledge to judge the marketability of their technologies)
- No debt. Good diversification to my other interest-rate sensitive stocks
- Good discount to NAV

Bad points:
- Lack of understanding of their business
- Lumpy earnings and dividend. Need to be prepared for zero dividend in bad times

I attached some charts of their balance sheet, income, dividend history etc (Based on data downloaded from DBS Vickers. Price data from Yahoo/google)


Attached Files
.xlsx   HUTONG - FIN VB.xlsx (Size: 25.17 KB / Downloads: 34)
Reply
#84
Hi Ray168, sorry for the confusion.

The excel is a template that I reuse for different stocks.
The year displayed on the charts is not the financial year, but the last 12 months ending 30/06.
So the horizontal axis on the charts should read:
12 months ending 30/06/2014...
12 months ending 30/06/2013...
12 months ending 30/06/2012...

(The end period varies, depending on which time in the year I download from DBS Vickers)
I am too lazy to update the text, so I just display the year number.
Reply
#85
http://infopub.sgx.com/FileOpen/EnterexI...eID=318436

Enterex International Limited (“Enterex”) was founded in 1984, specializing in
automotive radiators and condensers, as well as intercoolers and evaporators for
passenger vehicles and industrial vehicles. Enterex set up its manufacturing
facility in China in 1996 in Yangzhou. The Yangzhou facility is built to provide
stable and sufficient capacity and to vertically integrate manufacturing process
for the purpose of streamlining manufacturing cost and yield. With its high
production quality and diverse product mix, Enterex has become one of the
leading aftermarket suppliers in North America’s automotive sector. Furthermore,
to take full of its geographical advantages, Enterex has begun OEM contracts
with auto-makers in China, which will be one of the most lucrative growth factor
in the next few years.
Hotung Group has invested in Enterex since September 2013 to assist Enterex
in stock diversification to conform to the relevant regulations of Taiwan Stock
Exchange Corporation (“TWSE”). The 2013 consolidated audited sales
revenues of Enterex reached NT$4.3 billion (US$143 million), which was a 15%
growth year-on-year. Enterex has been approved by TWSE and plans to debut
on TWSE on the 16th of October 2014.


Another successful investment from Hotung's portfolio, but not sure what's the financial impact....Rolleyes
Reply
#86
New Listing Portfolio Introduction– La Kaffa International Co., LTD.

La Kaffa International Co., LTD. (“La Kaffa”) was founded in 2004 and has established three major brands, mainly Chatime, ZenQ and La Kaffa Coffee. La Kaffa is currently operating over 80 cities, 25 countries/regions, across 4 continents including Japan, Korea, China, ASEAN countries, North America, Pakistan, UAE and United Kingdom. La Kaffa continually solidifies its foothold and aggressively expands its service domain. La Kaffa is committed to building the brand in the worldwide market, as well as a declaration of providing Taiwanese culinary culture to international customers. While continually seeking collaborations with potential partners for brand authorization and further store penetration, La Kaffa is now aiming to extend its brand portfolio with the ultimate goal as the leading Chinese F&B group worldwide.

Hotung Group has invested in La Kaffa since November 2013 to assist La Kaffa in stock diversification to conform to the relevant regulations of Taiwan GreTai Securities Market (“GTSM”). The 2013 consolidated audited sales revenues of La Kaffa reached NT$1.15 billion (US$36 million), which was a 15% growth year-on-year. La Kaffa has been approved by GTSM and plans to debut on GTSM on the 20th of January 2015.

http://infopub.sgx.com/FileOpen/LaKaffaI...eID=331976
Specuvestor: Asset - Business - Structure.
Reply
#87
this is a very unloved stock Confused
Reply
#88
Chatime - the bubble tea one???

Hotung will go up when it STOP reinvesting...
"... but quitting while you're ahead is not the same as quitting." - Quote from the movie American Gangster
Reply
#89
(21-01-2015, 05:07 PM)opmi Wrote: Chatime - the bubble tea one???

Hotung will go up when it STOP reinvesting...

I am still accumulating. Don't stop reinvesting yet Tongue
Reply
#90
(21-01-2015, 06:37 PM)Dividend Hermit Wrote:
(21-01-2015, 05:07 PM)opmi Wrote: Chatime - the bubble tea one???

Hotung will go up when it STOP reinvesting...

I am still accumulating. Don't stop reinvesting yet [emoji14]
Same here, yum love chat time, hope hotung transition to buying up companies ala berkshire

-- via Xperia Z1 with tapatalk
Virtual currencies are worth virtually nothing.
http://thebluefund.blogspot.com
Reply


Forum Jump:


Users browsing this thread: 2 Guest(s)