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Yyhwin HK stock investment journal(update on random basis)

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Old 11-09-2017, 02:50 PM   #1
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Yyhwin HK stock investment journal(update on random basis)

Have decided to make use of this thread to update my positions on HK stocks + accumulated dividend + earnings.

Year 2015:
China A share crashed, some of my stocks incurred huge paper loss, but I just hold on. Have received dividends + trading gains.

Stocks Hold:
1. Bank of China, 3988
2. Shen Zhen Express, 0548
3. China Railway, 0390
4. KWG Property, 1813

Dividends + trading Gain : 55370.79 HKD

Year 2016:
Start of year 2016, market continued to slide down, decided to add my position in 1813 using dividends + trading gain received. Initiated position on Hsbc,5.

1. Bank of China, 3988
2. Shen Zhen Express, 0548
3. China Railway, 0390
4. KWG Property, 1813
5. R&F properties, 2777
6. HSBC, 0005

Dividends + Trading gain : 41394.25 HKD

Year 2017:

Decided to divest 0390, 0548 and half 3988 to realize loss.
Add more 5 and 2777.

1. KWG Property, 1813
2. R&F properties, 2777
3. HSBC, 0005
4. Bank of china, 3988

Trading Loss : -57092.06 HKD
Dividend Received : 199346.90 HKD

Year 2017 no trading gain and there won't be any trading gain.

Year 2018:

Dividend Received: 105000 HKD
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Old 11-09-2017, 02:52 PM   #2
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Just to share my investment story on 1813.hk.
I bought 10000 shares in year 2015.

Made some trading gains and dividends from Hong Kong stocks, decided to put all trading gains and dividends into 1813.hk.Year 2016, using trading gains and dividends in year 2015,10000 shares 1813 was increased to 30000 shares.

End of last year using trading gains and dividends in year 2016, 1813.hk was raised to 55500 shares in total. The price has risen 50 % based on my average purchase price, but out of that 55500 shares, the money I fork out from my own pocket was for that 10000 shares and I have decided to convert it into freehold, so this year huge dividend payout, I used it to buy another stock.

This year dividend payout from 1813.hk is around 37000 hkd, which is around half of the money that I put in to purchase that initial 10000 shares.

Currently the stock worth 466200 hkd in total.
And I still hanging on it. Perhaps will add another 4500 shares to make it 60000 shares in the future.

Nothing fantasy, it is just another example of using dividend prudently to get freehold shares.
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Old 11-09-2017, 02:52 PM   #3
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Jsk!
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Old 11-09-2017, 02:53 PM   #4
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My current paper loss on Noble is 70 k sgd and this stock more than enough to compensate for it.

I have never expected such a simple dividend reinvestment model can turn out to be such a powerful machine at the end.

This year dividend received from this stock is 37917.6 hkd which is around 6500 sgd.

Let say this stock dividend cuts to 80 % of this dividend next year(there is special dividend this year)still have 5200 sgd yearly from this stock. All free from now on with just 3 years of work.

Din expect this experiment will turn out to be a success for me when I first started it.
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Old 11-09-2017, 02:53 PM   #5
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I took quite a huge risk to purchase HSBC this year.
Will use around 5-6 years to fully repay the loan with my hard work and dividends from stocks, hopefully this will turn out to be another success for me too.

Keep fingers crossed.
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Old 11-09-2017, 02:54 PM   #6
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Will update on random basis.
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Old 15-09-2017, 11:56 AM   #7
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Just a quick update on dividend received in year 2017 for each stock:

1. HSBC, 5.HK

0.51 USD or around 4 HKD per year. Maintained for 3 years.

2. KWG Properties, 1813.HK

Full year dividend : 0.40 RMB
Special dividend : 0.11 RMB
Interim dividend : 0.10 RMB

Total 0.61 RMB or around 0.7274 HKD

3. R&F Properties

Full year dividend : 0.7 RMB
Interim Dividend : 0.33 RMB

This stock is queuing for listing in A shares market, so need to pay 10% dividend withholding tax.

Total dividend = 1.03 x 0.9 = 0.927 RMB or 1.1054 HKD

4. Bank of China, 3988.HK

Full year dividend : 0.168 RMB
Dividend after minus 10% tax = 0.1512 RMB or 0.1803 HKD.
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Old 15-09-2017, 12:06 PM   #8
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Late 2016 or early 2017(forget exact time), China announced China Insurance Funds and China Retirement Funds are allowed to invest in HK stock market via Hong Kong Shanghai Connect or Hong Kong Shen Zhen Connect.

Due to continuous inflow of funds into HK market(mainly due to depressed pricing of certain counters and high dividend yield), HK market has been very resilient and keep breaking new high since early 2017. Not sure how long it will last, but definitely Chinese funds will continue buying into HK market due to limited products they are allowed to invest.
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Old 15-09-2017, 05:43 PM   #9
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Now that china govt banning bitcoin, china banks will further Huat ?
No more competition....
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Old 15-09-2017, 06:08 PM   #10
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Now that china govt banning bitcoin, china banks will further Huat ?
No more competition....
Doubt so, China banks have their own inherent problems, which is the high bad debt. As long as corporate bad debts remain high, hard for the profit to rise further.

Hold 3988 for 2 years, frankly speaking, it is really a huge disappointment. If there is one day I cannot take the lousy performance anymore, I will just cut after the next dividend and move on to another counter.

Market is surprised by superb performance by China mainland property developer stocks. I am not so lucky to own those china property players at 2- 3 tier cities, so far my hand only have 2 , which are 2777 and 1813(focus on first tier cities), even though the performance and dividends are superb, but the performance not as good as counters focus mainly on 2 to 3 tier cities, for example, 1918, 2007 and 3333, these 3 are trading at 5-6 times book value currently due to huge profit rise.

I am considering selling off my 3988 should it rise further and put my fund into higher yield and more aggressive property counters.
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Old 17-09-2017, 12:16 PM   #11
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My current paper loss on Noble is 70 k sgd and this stock more than enough to compensate for it.
At least happy for you to recover from noble loss, cheers
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Old 17-09-2017, 10:42 PM   #12
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My current paper loss on Noble is 70 k sgd and this stock more than enough to compensate for it.
no plan to cut loss for noble?
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Old 17-09-2017, 11:54 PM   #13
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Doubt so, China banks have their own inherent problems, which is the high bad debt. As long as corporate bad debts remain high, hard for the profit to rise further.

Hold 3988 for 2 years, frankly speaking, it is really a huge disappointment. If there is one day I cannot take the lousy performance anymore, I will just cut after the next dividend and move on to another counter.

Market is surprised by superb performance by China mainland property developer stocks. I am not so lucky to own those china property players at 2- 3 tier cities, so far my hand only have 2 , which are 2777 and 1813(focus on first tier cities), even though the performance and dividends are superb, but the performance not as good as counters focus mainly on 2 to 3 tier cities, for example, 1918, 2007 and 3333, these 3 are trading at 5-6 times book value currently due to huge profit rise.

I am considering selling off my 3988 should it rise further and put my fund into higher yield and more aggressive property counters.
I see. Wouldn't you be too heavy in property then?
Ever consider tencent?
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Old 18-09-2017, 06:49 AM   #14
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Thanks for sharing .. Very interesting .. U using which platform ?
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Old 18-09-2017, 10:42 AM   #15
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Cut loss now already too late, I will just let it recover if there is any chance of recovery.

no plan to cut loss for noble?
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