mike
657dc41c46
- OKX交易自动化 (okx-auto-position, okx-crypto, okx-exchange) - 交易信号处理 (signal-confirmation-templates, trading-signal-aggregator) - 量化因子挖掘 (quant-factor-mining) - 长桥集成 (longbridge-cli, longbridge-python-sdk) - 六合彩分析 (lottery-hk) - 股息投资 (dividend-investing, dividend-scanner) - 日内交易 (intraday-trading) - 同花顺 (tonghuashun)
2.8 KiB
2.8 KiB
Hong Kong Dividend Investing Reference
Key Facts
- No true monthly dividend stocks in HK — unlike US (Realty Income O, AGNC), no individual HK stock pays monthly
- Most HK stocks pay semi-annually (年报 + 中报), some pay quarterly
- To get monthly cash flow, combine stocks with different payment months OR use monthly-dividend ETFs
Monthly Dividend ETF (Hong Kong)
| ETF | Code | Yield | Freq | Entry Cost |
|---|---|---|---|---|
| 恒生高息股30 ETF | 3466.HK | ~6.8% | Monthly | ~8,200 HKD |
| 富邦沪深港高股息 | 3190.HK | ~6% | Quarterly | ~3,460 HKD |
| GX亚太高股息 | 3116.HK | ~6% | Quarterly | ~3,000 HKD |
3466 is the only true monthly-dividend HK ETF. Top holdings include 中国宏桥(1378), 裕元(551), 恒隆(101), 伟易达(303), 中远海控(1919).
Quarterly Dividend HK Stocks (combine for monthly income)
| Stock | Code | Payment Months | Yield |
|---|---|---|---|
| 中电控股 | 0002.HK | 3/6/9/12 | ~4.5% |
| 汇丰控股 | 0005.HK | 4/6/9/12 | ~5% |
| 宏利金融 | 0945.HK | 3/6/9/12 | ~4% |
| 中银香港 | 2388.HK | 5/9/11/末期 | ~5.5% |
| 港通控股 | 0032.HK | 6/7/9/12 | ~3% |
Entry Price Analysis Methodology
When user asks for entry price for dividend stocks:
- Gather data (use LongPort SDK):
- Current price, PE, PB, 52-week range
- TTM dividend yield via
CalcIndex.DividendRatioTtm
- Get dividend history from 理杏仁 (lixinger.com) or web search:
- Recent years' per-share dividends
- Payment schedule (年报/中报 split)
- Payout ratio trend
- Calculate yield at different price levels:
- 理想 (ideal): near 52-week low, yield >9%, PB <0.7
- 合理 (fair): recent support, yield ~8%, PB <0.8
- 可接受 (acceptable): current price, yield ~7-8%
- Cross-reference: analyst targets (中金/中信/华泰), consensus upside
- Risk factors: cycle risk, payout sustainability, short interest
DCA Threshold for Dividend Stocks
User's rule: only keep stocks with ≥7% dividend yield. Below 7% → auto-filter out. Current DCA portfolio: NLY, HTGC, ARCC (all BDC/REIT, monthly payers).
Data Sources (ranked by reliability for HK dividends)
- LongPort SDK — real-time yield, PE, PB (use
calc_indexes) - 理杏仁 (lixinger.com) — best for historical dividend tables, payout rates
- 英为财情 (investing.com) — dividend calendar, yield comparison
- 华盛通 (hstong.com) — real-time quotes, news flow
- 券商研报 — target prices, payout forecasts
Presentation Style (user preference)
- 一句话总结 + 关键数据 + emoji标记
- Card/table format, not wall of text
- 3-tier entry price table (理想/合理/可接受) with yield at each level
- Include risk section but keep it brief (2-3 bullet points)