Month: April 2025

Hong Kong’s Real Estate Companies: From Crisis to Opportunity Amidst Social Unrest, Pandemic Lockdowns, and Rate Hikes

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Introduction: The Case for Dividend Investing in Hong Kong’s Real Estate Sector Hong Kong’s real estate market, long a cornerstone of wealth creation, has faced unprecedented challenges since 2019. Social unrest, prolonged pandemic lockdowns, and aggressive interest rate hikes have battered property developers and Real Estate Investment Trusts (REITs) listed on the Hong Kong Stock … Read more

Watchlist Stocks – Upcoming dividends

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This post is a personal reminder of some of the upcoming dividends for the stocks that are on the updated watchlist. Investors buying these stocks before the ex-dates will be eligible for the dividend payouts. Stock Ticker Currency Dividend Ex-Date Petrochina 857 RMB 0.25 17/6/2025 HKT-SS 6823 HK$ 0.4588 19/5/2025 Henderson Land 12 HK$ 1.30 5/6/2025 … Read more

Dividends Matter More Than Free Cash Flow for Minority Investors

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Introduction Recently a friend posed a question as to why I choose to use dividend investing as the foundation for building my retirement portfolio. To him, and many others, this goes against the conventional wisdom of using Free Cash Flow (FCF) as the primary metric for stock valuation. This article is my amateurish attempt to … Read more

Link REIT and Fortune REIT – Main beneficiaries of Hong Kong Reits’ inclusion into the Southbound Stock Connect

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Introduction to Southbound Stock Connect The Southbound Stock Connect program is a pivotal component of the mutual market access framework established between the Hong Kong Stock Exchange (HKSE) and mainland Chinese exchanges, specifically the Shanghai and Shenzhen Stock Exchanges. Initiated on November 17, 2014, as part of the Shanghai-Hong Kong Stock Connect, and later expanded with … Read more

HKSE Watchlist (15 April 2025)

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I have updated the stocks on my watchlist based on the two tables below. The first one consists of more mature stocks that have consistent history of dividend payouts. The second list contains growth stocks that are priced reasonably. As a bonus these growth stocks also pay dividends. The target buy price is derived from … Read more