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Latest Posts By cheongsl - Master      About cheongsl
First   < Newer   2201-2220 of 4860   Older>   Last  

24-Dec-2012 17:26 YZJ Shipbldg SGD   /   Yangzijiang Chart Updates       Go to Message
x 0
x 0 		yup, price take time to reach.

ILoveTehO      ( Date: 24-Dec-2012 14:54) Posted:

Patience ... my friend 

WallStreet3      ( Date: 24-Dec-2012 14:41) Posted:

sold 18 lots @ $ 0.955 / Share. If $ 1 cannot reach, how to reach $1.37 ? : )
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24-Dec-2012 15:35 YZJ Shipbldg SGD   /   Yangzijiang Chart Updates       Go to Message
x 0
x 0 		supper low volume!
holiday mood liao,
can switch off monitor liao,
come check again after X'mas!
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24-Dec-2012 14:54 YZJ Shipbldg SGD   /   Yangzijiang Chart Updates       Go to Message
x 1
x 0 		Patience ... my friend 

WallStreet3      ( Date: 24-Dec-2012 14:41) Posted:

sold 18 lots @ $ 0.955 / Share. If $ 1 cannot reach, how to reach $1.37 ? : )
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24-Dec-2012 14:41 YZJ Shipbldg SGD   /   Yangzijiang Chart Updates       Go to Message
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x 0 		sold 18 lots @ $ 0.955 / Share. If $ 1 cannot reach, how to reach $1.37 ? : )
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24-Dec-2012 11:19 YZJ Shipbldg SGD   /   Yangzijiang Chart Updates       Go to Message
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x 0

If this can sucessful breakout current resistance, next observing target will be around $1.37.

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23-Dec-2012 08:45 YZJ Shipbldg SGD   /   Yangzijiang Chart Updates       Go to Message
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x 0 		As posed earlier, the performance have been improving for the year, even after crises, thus when the shipping demand pickup, it will be expecting the company EPS to become even more cheap if the price of the shares does not move up much.

cheongsl      ( Date: 17-Dec-2012 18:12) Posted:



Vest in this also, as the highest price for this counter is $2.76 in 2007. And the financial result is also consistance and continue to improved. Although for this year it only have 9M result release the annual report which is supposed to release next year will be expecting consistance with the pass few years which is increasing. The charting also show the breaking, and reversal is expected. Thus vest for long terms as expected to see true value in long terms.

 

Yangzijiang
 9M2012 31/12/11 31/12/10 31/12/09 31/12/08 31/12/07 31/12/06
CNY(m) CNY(m) CNY(m) CNY(m) CNY(m) CNY(m) CNY(m)
Total Revenue 11,235.79 15,705.83 13,558.18 10,623.64 7,359.10 3,855.49 2,324.98
Net Income Before Taxes 3,434.18 4,998.48 3,629.41 2,549.55 1,699.86 990.42 518.86
Net Income 2,747.68 3,976.60 2,955.34 2,289.95 1,579.76 869.51 454.34
Diluted Normalized EPS 0.72 1.17 0.8 0.63 0.45 0.28 0.14

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23-Dec-2012 08:39 YZJ Shipbldg SGD   /   Yangzijiang Chart Updates       Go to Message
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x 0

This is for the long terms investment. This is after the china property market, and currently the second region that I have look into.

Reason for the picking of ship builders in China, as they have decline more then other counter, like Semb marine, Keppel corp etc. actually their price when up quite alot compare to the crises time. The counter like cosco, yangzijiang (both are also big company unlike some of the S-chip), actually when down quite alot  and now is expecting to be the lowest time.

Refer to the  BDI and BCTI for the last 1 year you can see the bottoming and rising. (Graph extracted from FengHuang web)

 



The scarping industries of ship is red hot for the pass  few years  resulting  in steel metal price is so cheap, and ship building is also  doing badly. But both the company is performing good, but their share price is decreasing. Currently the steel price is climbing up slowly, as less recycle steel is coming to the market. 



The BDI show that the shipping price is almost  reaching to 2002 time and we might be expecting something similar to 2003~2008 times high shipping price in near future as the old ship are scrape and very few new ship are being build. Thus, when the demand start to pick up, china GDP going up, US in recovery. The ship cannot cater for the demand, the price will increase and this will result in more ship going to be build. As interestingly recent order seems to come in and seems like the pickup is on the way.

My preference of Yangzijiang as previously mention, they have a much higher profit margin then Cosco. Thus, if this pickup really happen, it price will be expected to improve by many times.

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21-Dec-2012 07:21 YZJ Shipbldg SGD   /   Yangzijiang Chart Updates       Go to Message
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Hi oldflyingfox,

seems like we have another counter in common.

oldflyingfox      ( Date: 21-Dec-2012 00:49) Posted:

Look like moving to $1 soon...
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21-Dec-2012 07:06 YZJ Shipbldg SGD   /   Yangzijiang Chart Updates       Go to Message
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x 0

should be somewhere next week.

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21-Dec-2012 00:49 YZJ Shipbldg SGD   /   Yangzijiang Chart Updates       Go to Message
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x 0 		Look like moving to $1 soon...
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20-Dec-2012 22:59 YZJ Shipbldg SGD   /   Yangzijiang Chart Updates       Go to Message
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x 0 		All up? Did the stock price up soon?
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20-Dec-2012 22:53 YZJ Shipbldg SGD   /   Yangzijiang Chart Updates       Go to Message
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x 0 		u don't need big font,
it is iritating.
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20-Dec-2012 09:24 YZJ Shipbldg SGD   /   Yangzijiang Chart Updates       Go to Message
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x 0 		YZJ VS (NOL + COSCO) MAIN DIFFERENCE IS YZJ NOT INTO RISKY SHIPPING BUSINESS. OIL PRICES GOES UP. FUEL PRICE GOES UP. MORE DIRECT IMPACT. YZJ HAS SOME PARTNERSHIP WITH QATAR GROUP? QATAR GROUP : )

WallStreet3      ( Date: 20-Dec-2012 09:17) Posted:



IN SINGAPORE, IN HK, IN CHINA, IF YOU GO INTO PROPERTY BUSINESS, YOU ARE IN GOOD BUSINESS. LOOK AT SPH (MEDIA TO PROPERTY ALSO) . LOOK AT HO BEE VS LUM CHANG. LOOK AT 2ND CHANCE. 

WallStreet3      ( Date: 20-Dec-2012 09:13) Posted:



1. cosco if it is good, Temasek will not divest a big % of it.

2. how much is cosco IPO price? how much is yzj ? how much is dividends of cosco vs yzj ?

3. yzj is exciting because it expands into property business. look at ho bee. property in wuxi. do u know how affluent is WUXI AREA? WHEN A BIG SHIPYARD LAND BECOMES A PRIME PROPERTY LANDBANK FOR RIVER VIEW CONDOS ...YOU DO THE MATHS 


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20-Dec-2012 09:17 YZJ Shipbldg SGD   /   Yangzijiang Chart Updates       Go to Message
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IN SINGAPORE, IN HK, IN CHINA, IF YOU GO INTO PROPERTY BUSINESS, YOU ARE IN GOOD BUSINESS. LOOK AT SPH (MEDIA TO PROPERTY ALSO) . LOOK AT HO BEE VS LUM CHANG. LOOK AT 2ND CHANCE. 

WallStreet3      ( Date: 20-Dec-2012 09:13) Posted:



1. cosco if it is good, Temasek will not divest a big % of it.

2. how much is cosco IPO price? how much is yzj ? how much is dividends of cosco vs yzj ?

3. yzj is exciting because it expands into property business. look at ho bee. property in wuxi. do u know how affluent is WUXI AREA? WHEN A BIG SHIPYARD LAND BECOMES A PRIME PROPERTY LANDBANK FOR RIVER VIEW CONDOS ...YOU DO THE MATHS 

ruanlai      ( Date: 19-Dec-2012 15:37) Posted:

COSCO Total Contracts won for 2012 till to dates are US$1205Millions


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20-Dec-2012 09:13 YZJ Shipbldg SGD   /   Yangzijiang Chart Updates       Go to Message
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1. cosco if it is good, Temasek will not divest a big % of it.

2. how much is cosco IPO price? how much is yzj ? how much is dividends of cosco vs yzj ?

3. yzj is exciting because it expands into property business. look at ho bee. property in wuxi. do u know how affluent is WUXI AREA? WHEN A BIG SHIPYARD LAND BECOMES A PRIME PROPERTY LANDBANK FOR RIVER VIEW CONDOS ...YOU DO THE MATHS 

ruanlai      ( Date: 19-Dec-2012 15:37) Posted:

COSCO Total Contracts won for 2012 till to dates are US$1205Millions

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19-Dec-2012 19:06 YZJ Shipbldg SGD   /   Yangzijiang Chart Updates       Go to Message
x 0
x 0 		Have you observe that Cosco profit margin compare to Yangzijiang, actually is very thin. Eg 9M for 2012, Cosco, cost of sales / turn over is 88.54%, but yangzijiang has a much better  performance of 68.99%, that is why it have been gowthing Cosco does not really see a stable growth although they are continously having bulk contract order as their profit margin seems low. But what can be true is both company are continuously getting order.
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19-Dec-2012 18:21 YZJ Shipbldg SGD   /   Yangzijiang Chart Updates       Go to Message
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Well ... COSCO a lot of buying vol in the last few days .... well supported and buying up at .885 

Good entry at .885 I got in at .895 although a little high ... but TA shows short rebound towards 0.94 

http://www.sgtraderclub.com/2012/11/cosco-at-rebounce-in-sight.html





Can consider ....

Cheers ... 





neo8180      ( Date: 19-Dec-2012 17:34) Posted:

is ppl unloading yzj to buy cosco?!
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19-Dec-2012 17:34 YZJ Shipbldg SGD   /   Yangzijiang Chart Updates       Go to Message
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x 0 		is ppl unloading yzj to buy cosco?!
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19-Dec-2012 17:07 YZJ Shipbldg SGD   /   Yangzijiang Chart Updates       Go to Message
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x 0 		Strong support at 0.885 and last minutes take up after a handful is dumping it away for the day....
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19-Dec-2012 17:02 YZJ Shipbldg SGD   /   Yangzijiang Chart Updates       Go to Message
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x 0 		Ya, look like...

ronleech      ( Date: 19-Dec-2012 16:57) Posted:

Looks like cosco is going for upgrade soon...
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