Symphony International Holdings Ltd

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Rijkdoorvlijt
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Re: Symphony International Holdings Ltd

Berichtdoor Rijkdoorvlijt » 10 Nov 2017 09:35

De daling van de NAV is een logisch gevolg van het super hoog extra dividend dat werd uitgekeerd :

http://www.londonstockexchange.com/exch ... 22300.html
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marvan
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Re: Symphony International Holdings Ltd

Berichtdoor marvan » 30 Nov 2017 17:46

Symphony International Holdings Limited ("Symphony" or the "Company") (LSE: SIHL) announces that on 24 November 2017, the Company purchased 600,000 ordinary shares at a price of US$0.85 per share for cancellation.

http://otp.investis.com/clients/uk/symp ... sid=952961

marvan
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Re: Symphony International Holdings Ltd

Berichtdoor marvan » 11 Dec 2017 15:47

Nog een pakket bijgekocht.

bertd
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Re: Symphony International Holdings Ltd

Berichtdoor bertd » 11 Dec 2017 16:07

@marvan
SIHL volg ik ook al langer, ideale als blootstelling voor azïe.
Ik ben benieuwd welke aandelen je nog in portefeuille hebt.

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Re: Symphony International Holdings Ltd

Berichtdoor marvan » 12 Dec 2017 20:13

bertd schreef:@marvan
SIHL volg ik ook al langer, ideale als blootstelling voor azïe.
Ik ben benieuwd welke aandelen je nog in portefeuille hebt.


1)Ik doe (deed) veel trades en dus heb ik nogal veel aandelen in port met dit doel voor ogen, aandelen die ik dus slechts tijdelijk in mijn bezit heb. Gezien de steeds veranderende wetgeving (hogere belastingen etc...) ben ik deze nu aan het afbouwen tot 0.
2)Ik heb en had ook nogal veel hoog dividend aandelen en gezien de 30% roerende voorheffing ben ik ook deze aan het afbouwen tot een minimum.
3)Voor de rest zal ik mij beperken tot groeiaandelen voor de zeer lange termijn, SIHL is er een van, Gimv,Quest for Growth, Italmobiliare,CIR, Endessa, Cofide, Anglo Pacific Group, en sinds vandaag British Empire zijn mijn voornaamste posities in deze.

Mvgr.

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Re: Symphony International Holdings Ltd

Berichtdoor marvan » 05 Jan 2018 18:48

Symphony International Holdings Limited ("Symphony" or the "Company") (LSE: SIHL) announces that as at 31 December 2017 the Company's issued share capital consisted of 488,221,592 ordinary shares. Therefore, the total number of voting rights in the Company is 488,221,592. The Company does not hold any ordinary shares in treasury.

http://otp.investis.com/clients/uk/symp ... sid=962173

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Re: Symphony International Holdings Ltd

Berichtdoor marvan » 03 Mar 2018 19:37

Net Asset Value

The Company today announces that, at the close of business on 31 December 2017, the Company's unaudited Net Asset Value was US$618,672,025 (30 September 2017: US$574,996,522) representing a Net Asset Value per ordinary share of US$1.2672 (30 September 2017: US$1.1669). On a fully diluted basis (adjusting for in-the-money vested options), the NAV per share was US$1.2345 (30 September 2017: US$1.1458).

http://otp.investis.com/clients/uk/symp ... sid=983286

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Re: Symphony International Holdings Ltd

Berichtdoor marvan » 03 Mar 2018 19:39

Symphony International Holdings Limited

1 March 2018

Symphony International Holdings Limited ("Symphony", "SIHL" or the "Company") (LSE: SIHL.L), a leading investor in consumer-related businesses, primarily in the healthcare, hospitality and lifestyle sectors (including education and branded real estate developments) in the Asia-Pacific region, today issues the following Shareholder Update.

Highlights

· Symphony's unaudited Net Asset Value ("NAV") at 31 December 2017 was US$618,672,025 and NAV per share was US$1.2672. This compares to NAV and NAV per share at 30 September 2017 of US$574,996,522 and US$1.1669, respectively. On a fully-diluted basis (adjusting for in-the-money vested options), the NAV per share was US$1.2345 on the same date

· The change in NAV and NAV per share was driven by an increase in the value of listed securities, particularly Minor International Pcl ("MINT"), the property investment in Niseko, Japan, and certain operating businesses. The weaker US dollar in Q4 2017 against Asian currencies and the Euro also benefited the value of Symphony's investments

· In addition to these factors, NAV per share benefited from the purchase an cancellation of 6.8 million shares as part of the share buyback program announced in January 2017

· Symphony's share price continued to trade at a discount to NAV in 4Q17. At 31 December 2017, Symphony's share price was US$0.84, representing a discount to NAV per share of 33.7% which compares to 25.4% at 30 September 2017

· Symphony also took advantage of the run up in public market valuations and sold 3.0 million shares of MINT, which generated net proceeds of US$3.8 million



Anil Thadani, Chairman of Symphony Asia Holdings Private Limited and a Director of Symphony, said:



"We continued to see an improvement in sentiment driven by positive economic data, earnings momentum, and tax reform in the US. An increase in the value of our listed and unlisted investments as well as our share buyback program contributed to an 8.6% increase in NAV per share during the fourth quarter. We aim to continue to drive value by supporting our portfolio companies through active participation at the board level and by providing financial advice where appropriate. Simultaneously, we continue to evaluate new investment opportunities."

http://otp.investis.com/clients/uk/symp ... sid=983262

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Re: Symphony International Holdings Ltd

Berichtdoor marvan » 11 Mar 2018 17:24


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Re: Symphony International Holdings Ltd

Berichtdoor QA1 » 11 Mar 2018 18:13

marvan schreef:Shareholder update (1 March 2018)

http://static1.1.sqspcdn.com/static/f/1 ... brgdE2I%3D


http://otp.investis.com/clients/uk/symp ... sid=983252

Investment in the Liaigre Group

Symphony, together with Navis Capital Partners and management, acquired Liaigre in June 2016 for an undisclosed sum. Symphony's investment was more than 5% of NAV and due to strategic concerns, specific valuation information has not been disclosed publicly.

note 11 operating results

Lifestyle/Education

Includes investments in C Larsen (Singapore) Pte Ltd. and the Wine Connection Group (WCG) and Liaigre Group (Liaigre) and WCIB International Co. Ltd. (WCIB)


-- Fair value changes of financial assets at fair value through profit or loss

Lifestyle/Education: loss of 34.436.000 USD in 2017

mvg
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