Wolf Money(HRnetGroup Ltd)

-

 


The below article is for educational purpose only. Kindly refrain from taking any action. It shouldn’t constitute as an investment advice. Please read the disclaimer.

I bought an initial position in HRnetGroup on the assumption the good dividends will continue. I have no doubt given the huge cash pile in the company and good cashflow from the business, the generous dividend can continue. The group cash and liquid investments, which are mostly in t-bill, structured notes and gold, are highly fungible into cash. At $332m or 34c per share in cash and investments represent close to 50% of their share price. They are in net cash position with no debt. I am taking an initial interest to reconstruct my portfolio. At current price, the stock is trading at 6.5% yield. The company has paid out at least 4c over the last 4 years. They have decided to bump up the dividend by another 10% in 1H26 to 2.2c despite a 30% drop in net profit recently. If everything remains the same, the final year dividend should come in around 4.4c. Stocks are trading near 5-year low. More details at the end of month portfolio update. God bless. 🙏

Please consider following us on telegram for the latest update on Lone Wolf investor by clicking on the link below. No form filling, no payment required, no collection of data, no data mining, no hard selling, no obligation. 

Telegram Channel

https://t.me/joinchat/oCgkD3sQFRMzMWM1



(https://buymeacoffee.com/lonewolfinvestor)


Disclaimers 

All investments is highly speculative in nature and involves substantial risk of loss. We encourage our reader to invest very carefully. We also encourage reader to get personal advice from your professional investment advisor and to make independent investigations before acting on information that we publish. Much of our information is derived directly from information published by companies or submitted to governmental agencies on which we believe are reliable but are without our independent verification. Therefore, we cannot assure you that the information is accurate or complete. We do not in any way whatsoever warrant or guarantee the success of any action you take in reliance on our statements. All information provided are for education only. Buyer beware,do you own due diligence.


Comments

Post a Comment

Popular posts from this blog

Wolf Money(Thai Beverage PCL)

-
Image
  (Image credit:Thai Beverage) I bought a position in Thai Beverage during my staycation. I had a GTD order filled. Here I am back in Thai Beverage at a lower price than before. A few points on Thailand situation. (Opportunity came knocking when you least expected, on vacation) 1.) Thailand has a new Prime Minister. He promised to call for an election in about 4 months’ time. I hope that will finally bring stability to the country. 2.) In the meantime, he is implementing the half-half policy. Small businesses will benefit from the government policy. The Thai government will co-fund half of consumer spending. 3.) The strengthening of the Thai Baht will have a positive currency translation as results are reported in Thai Baht. There will be a slight bump up in dividends in SGD term.  4.) The increase in F&N stock’s price increases the sotp valuation. 5.) Lower interest is expected from Thai central bank. Thai Bev do have a ton of borrowing. 6.) Lowering of tension at Thai-Ca...
Read more

Wolf Money(Portfolio update end July 2026)long post

-
Image
  (Image credit: Universal Pictures; Jaafar Michael in the movie, Michael) Space “ Jam ”(Scam) Scams are everywhere. The legit and the illegal. “ Remember the Time ” when a friend named “ Billie Jean ” sold you an investment that promised high return. Money gone and the friend no where to be found. At least for regulated products, investors still have legal recourse through Fidrec or the court. Some scams are hard to detect. They are sold with no clear definitions in “ Black or White .” Most scams disguise as unregulated investment, operating within the grey zone. All scams should be dealt with extra care. If the amount lost is small, it creates uncertainty over one’s ability to trust. If the amount is big, it creates a financial black hole, causing stress and eventually self-destruction. I was told of a business opportunity by a close friend. He has nothing to do with the scheme. He is a people person who enjoys meeting new people. My friend is in an organisation promoting busines...
Read more

Wolf Money(portfolio review end 2025)long post

-
Image
  (Image credit: Freepik.com) Before I start, I would like to pray for the victims and families of the horrific tragedy at Bondi Beach and those affected by the floods across South East Asia. May God grant those affected with peace and strength in their recovery. Amen. 🙏 My review will start by giving thanks to all my friends for their friendship and wisdom. With your kindness and guidance, my world is a much better place. Please take a rain cheque for more lunches and coffee in the coming year. Commentary   Lone Wolf Fund(LWF) Portfolio as at end of Dec 2025 1.) Cash 2.)  Genting Singapore *Stocks are not rank in accordance to capital invested .  *Just for sharing. Not an inducement to buy or sell . LWF had a reasonable 2025. I probably did “67” for the year. The total return included dividends and cash yield came in at 18.5% unleveraged, which is higher than the previous 5 years average total returns of 17.5% and 13% over a 20-year period. Although the return was ...
Read more