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cheongsl Master	15-Apr-2013 06:48        cheongsl About Contact  Quote this Post!
x 0   x 0  Alert Admin	For the first week after the announcement of the detail policy, shanghai have a drop in volume for new housing, second hand housing also decline. Other city still have not see any news yet. 4月 第 一 周 全 市 新 房 成 交 量 明 显 回 落 ， 二 手 房 门 店 带 看 量 和 成 交 量 骤 然 减 少 5成 以 上 ， 有 些 门 店 4月 至 今 成 交 单 数 仍 然 为 零 。 业 界 认 为 ， 目 前 买 卖 双 方 都 持 谨 慎 态 度 。 此 外 ， 从 调 控 政 策 的 弹 性 来 看 ， 房 贷 政 策 是 否 收 紧 将 成 为 需 求 降 温 的 信 号 。 从 目 前 房 价 的 上 升 趋 势 判 断 ， 房 贷 收 紧 只 是 时 间 问 题 。 如 果 成 交 量 出 现 持 续 降 温 ， 价 格 势 必 将 会 有 所 调 整 。 进 入 4月 以 来 ， 不 仅 卖 家 挂 牌 的 热 情 日 益 减 少 ， 仍 在 挂 牌 的 房 源 也 多 因 性 价 比 不 高 而 乏 人 问 津 。 为 此 ， 一 些 大 面 积 中 高 端 房 源 为 了 尽 快 出 手 “避 税 ”而 选 择 了 降 价 。     别 墅 等 中 高 端 房 业 主 向 来 对 市 场 的 风 吹 草 动 十 分 敏 感 ， “国 五 条 ”细 则 的 落 地 自 然 也 让 他 们 颇 有 触 动 。 中 高 端 投 资 客 群 由 于 其 房 源 标 的 较 大 ， 当 初 买 入 价 较 低 ， 且 均 持 有 两 套 以 上 ， 几 乎 不 可 能 免 交 20%的 个 税 ， 所 以 要 么 转 售 为 租 ， 要 么 抛 售 获 利 “拿 快 钱 ”。     因 此 ， 近 期 大 面 积 高 总 价 的 别 墅 型 房 源 中 ， 卖 家 让 价 幅 度 最 为 抢 眼 。 上 海 中 原 徐 泾 别 墅 分 行 易 平 旺 透 露 ， 受 细 则 出 台 影 响 ， 板 块 内 拥 有 多 套 别 墅 的 业 主 担 心 之 后 会 承 担 20%个 税 而 降 价 抛 售 物 业 ， 比 如 ， 板 块 内 一 套 278平 方 米 带 装 修 的 独 栋 别 墅 ， 卖 家 是 投 资 客 ， 3月 初 挂 牌 价 830万 元 ， 细 则 出 台 后 ， 卖 家 或 将 交 纳 约 96万 元 的 个 税 ， 因 此 愿 意 降 价 50万 元 ， 结 果 4月 初 就 以 780万 元 成 交 了 。     在 浦 东 碧 云 ， 一 套 “维 诗 凯 亚 ”的 独 栋 别 墅 ， 房 东 原 来 挂 牌 价 2600万 元 ， 细 则 出 台 后 ， 让 价 200万 元 抛 售 ， 目 前 ， 该 房 源 仍 待 售 中 。     非 别 墅 类 的 中 高 端 房 源 也 不 乏 降 价 的 现 象 。 上 海 中 原 徐 汇 永 新 分 行 白 胜 利 表 示 ， 4月 以 来 ， 区 域 内 不 少 中 高 端 楼 盘 ， 如 徐 家 汇 花 园 、 永 新 花 园 等 均 价 在 45000元 /平 方 米 左 右 的 二 手 房 源 ， 有 不 少 投 资 型 业 主 在 降 价 ， 幅 度 在 5%－ 10%。     3月 底 细 则 公 布 后 ， 业 主 为 抢 在 细 则 落 实 前 成 交 ， 纷 纷 加 大 让 价 幅 度 ， 一 般 700万 － 800万 元 的 三 房 让 价 幅 度 普 遍 在 20万 元 ， 一 套 总 价 500万 元 以 上 的 两 房 ， 让 价 幅 度 也 达 到 10万 元 。 白 胜 利 补 充 说 ： “目 前 ， 下 调 房 价 已 经 成 为 这 类 投 资 型 房 东 的 共 识 ， 为 避 免 之 后 承 担 20%个 税 ， 多 数 卖 家 表 示 ， 对 有 明 确 购 房 意 向 的 客 户 ， 在 现 有 让 价 幅 度 上 还 可 给 予 一 定 议 价 空 间 。 ”
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cheongsl Master	11-Apr-2013 07:07        cheongsl About Contact  Quote this Post!
x 0   x 0  Alert Admin	It is trying to get it support after the break down, from the previous supporting line.
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shareflux Member	10-Apr-2013 23:45        shareflux About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Yanlord had closed at 1.435 with a white candle today with moderate volume of > 2 million shares traded. YL had stayed above the double top M pattern neckline at 1.42 but this counter is not out of the wood yet as general trend is still down. Unless a base can form here, otherwise, basement it will go. The basement is a deep one at 1.21 but relief can be found at the gap support of 1.36, which coincides with the 200MA. Stochastic and RSI at oversold position. The support at 1.42 seems to hold for now and for further direction, we will have to watch the price action at this 1.42 level. On a macro level the price is probably affected by the cooling measure as the earning at corporate level is still good as highlighted by Cheong earlier. China is still suffering from shortage of housing and the long term outlook is still intact, provided of course the Chinese government can find a solution to their runaway housing prices. Maybe like HK, pegging bank reserve for housing loan to a higher reserve ratio will fix the problem? Well, in the mean time just have to keep our eyes open...
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cheongsl Master	10-Apr-2013 21:18        cheongsl About Contact  Quote this Post!
x 0   x 0  Alert Admin	“国 五 条 ”中 曾 提 出 ， 2013年 起 ， 各 地 区 要 引 导 房 地 产 开 发 企 业 理 性 定 价 ， 稳 步 推 进 商 品 房 预 售 制 度 改 革 。 今 天 杨 斌 首 次 透 露 ， 对 于 新 建 商 品 房 在 新 盘 取 得 预 售 资 格 的 时 候 ， 政 府 将 对 价 格 进 行 管 理 和 引 导 。 　 　 “新 盘 取 得 预 售 资 格 的 时 候 要 报 价 ， 报 价 不 能 明 显 高 于 该 楼 盘 此 前 的 成 交 价 ， 也 不 能 明 显 高 于 周 边 同 类 品 质 商 品 房 的 价 格 。 ”杨 斌 表 示 ， 如 果 开 发 商 不 接 受 指 导 ， 就 不 发 预 售 许 可 证 ， 或 者 对 于 成 交 资 格 不 予 备 案 等 。 通 过 合 理 指 导 确 保 房 价 不 会 过 快 上 涨 。 Not too sure currently is it only Beijing and Shenzhen implement the price limitation.
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guoyanyunyan Elite	10-Apr-2013 09:11        guoyanyunyan About Contact  Quote this Post! Style: Combined   Yells: "uncertainty always exist"
x 0   x 0  Alert Admin	...Corrigendum...   ...Married Deal:   Vol: 180   Value: $255,240   ie $1.418/share   Prev Colse: $1.415... guoyanyunyan      ( Date: 10-Apr-2013 08:51) Posted: ...Married Deal:   Vol: 180   Value: $255,240   ie $1.408/share   Prev Colse: $1.415...
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guoyanyunyan Elite	10-Apr-2013 08:51        guoyanyunyan About Contact  Quote this Post! Style: Combined   Yells: "uncertainty always exist"
x 0   x 0  Alert Admin	...Married Deal:   Vol: 180   Value: $255,240   ie $1.408/share   Prev Colse: $1.415...
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guoyanyunyan Elite	08-Apr-2013 13:55        guoyanyunyan About Contact  Quote this Post! Style: Combined   Yells: "uncertainty always exist"
x 0   x 0  Alert Admin	...Dividend is $0.0186 per ordinary share ... for 10 lots ... you get $186...
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yyvonne Member	08-Apr-2013 12:28        yyvonne About Contact  Quote this Post!
x 0   x 0  Alert Admin	Not quite sure about the dividends. Is it $0.02? So how much do I get for 10 lots? $20 or $200?
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cheongsl Master	06-Apr-2013 10:08        cheongsl About Contact  Quote this Post!
x 0   x 0  Alert Admin	Usually in Mid April to May the price will decline further for most counter, as June will be holiday time. Some short terms trader and fund manager will divest those position that they feel more risky or have already have good earning portion, to ensure that they can enjoy their holiday trip, and usually price will start to pick up in June to July when they are back. Thus have release most trading counter to wait for technical sign of counter entrance, except few that intend to have long terms holding (Yangzijiang)  and dividend stock (MIIF and Valuetronics). Previously the long terms holding also consist of Ho Bee and Chip Eng Seng, but both release after the raise. For the dividend stock have divest most last year, as the REITS are seam to be risky asset due to too high the price and too low the returns. MIIF dividend approx. 5.5cts for the last two years thus for current price, it is still consider quite a good return, but unfortunately this counter might be ending soon after the divestment. Valuetronics last year dividend 17HK cts, and the year before 14Hk cts. This year might expect to be slightly lower dividend due to cost incured due to  the discontinue of the loss operation branch. But I believe should still expecting something like 10% base on the current price, and the performance of the company for the pass few years are relatively stable, thus should be able to continue to stay inside my dividend stock list. shareflux      ( Date: 06-Apr-2013 02:03) Posted: Hahaha your Midas reputation stuck with you Cheong! I also got out of YL at 1475 but still holding a few lots at 151. I believe China still need housing especially high end sector which Yanlord is active. I am also planning an entry strategy. cheongsl      ( Date: 05-Apr-2013 21:14) Posted: Have release remainding of Ying Li today, as seems the environment is not too stable, korea, south china sea, bird flu...so the money back into  pocket safer. Yanlord should be a good share to me, why talk down? Yanlord 31-Dec-09 31-Dec-10 31-Dec-11 31-Dec-12 TOTAL REVENUES (S$m) 7450.5 7383.8 8987.4 10301.9 NET INCOME (S$m) 1496.3 1948 1482.4 1823.5 Profit Margin 20.08% 26.38% 16.49% 17.70% The profit margin is still quite good for the past few years. But technically it is weakening and most likely will start picking up in May or June where the price should be getting the support at around 1.35, but will watch closely, previously pick up because technical trigger by buy, the this technical buy fails to progress and trigger my technical sell. As currently seems still have too much noise from the new implement China housing policy, and will observe the next two months on the performance of property market then decide. But it is always hard to say.  As sometime decision flicker in next moment, due to some unexpected events.
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shareflux Member	06-Apr-2013 02:03        shareflux About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Hahaha your Midas reputation stuck with you Cheong! I also got out of YL at 1475 but still holding a few lots at 151. I believe China still need housing especially high end sector which Yanlord is active. I am also planning an entry strategy. cheongsl      ( Date: 05-Apr-2013 21:14) Posted: Have release remainding of Ying Li today, as seems the environment is not too stable, korea, south china sea, bird flu...so the money back into  pocket safer. Yanlord should be a good share to me, why talk down? Yanlord 31-Dec-09 31-Dec-10 31-Dec-11 31-Dec-12 TOTAL REVENUES (S$m) 7450.5 7383.8 8987.4 10301.9 NET INCOME (S$m) 1496.3 1948 1482.4 1823.5 Profit Margin 20.08% 26.38% 16.49% 17.70% The profit margin is still quite good for the past few years. But technically it is weakening and most likely will start picking up in May or June where the price should be getting the support at around 1.35, but will watch closely, previously pick up because technical trigger by buy, the this technical buy fails to progress and trigger my technical sell. As currently seems still have too much noise from the new implement China housing policy, and will observe the next two months on the performance of property market then decide. But it is always hard to say.  As sometime decision flicker in next moment, due to some unexpected events.  juzwonder      ( Date: 05-Apr-2013 07:21) Posted: Great. But hope you don't talk down Yanlord on this thread.
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cheongsl Master	05-Apr-2013 21:14        cheongsl About Contact  Quote this Post!
x 0   x 0  Alert Admin	Have release remainding of Ying Li today, as seems the environment is not too stable, korea, south china sea, bird flu...so the money back into  pocket safer. Yanlord should be a good share to me, why talk down? Yanlord 31-Dec-09 31-Dec-10 31-Dec-11 31-Dec-12 TOTAL REVENUES (S$m) 7450.5 7383.8 8987.4 10301.9 NET INCOME (S$m) 1496.3 1948 1482.4 1823.5 Profit Margin 20.08% 26.38% 16.49% 17.70% The profit margin is still quite good for the past few years. But technically it is weakening and most likely will start picking up in May or June where the price should be getting the support at around 1.35, but will watch closely, previously pick up because technical trigger by buy, the this technical buy fails to progress and trigger my technical sell. As currently seems still have too much noise from the new implement China housing policy, and will observe the next two months on the performance of property market then decide. But it is always hard to say.  As sometime decision flicker in next moment, due to some unexpected events.  juzwonder      ( Date: 05-Apr-2013 07:21) Posted: Great. But hope you don't talk down Yanlord on this thread.  cheongsl      ( Date: 05-Apr-2013 07:07) Posted: Yanlord, I cut loss the day before at 1.47, loss 0.02cts. (when in on 21March at 1.49) Ying Li I get in more and divest half already at 0.485, earning 0.04cts. Biosensor sold all at earning 0.05cts.
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juzwonder Member	05-Apr-2013 07:21        juzwonder About Contact  Quote this Post!
x 0   x 0  Alert Admin	Great. But hope you don't talk down Yanlord on this thread.  cheongsl      ( Date: 05-Apr-2013 07:07) Posted: Yanlord, I cut loss the day before at 1.47, loss 0.02cts. (when in on 21March at 1.49) Ying Li I get in more and divest half already at 0.485, earning 0.04cts. Biosensor sold all at earning 0.05cts.
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cheongsl Master	05-Apr-2013 07:07        cheongsl About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yanlord, I cut loss the day before at 1.47, loss 0.02cts. (when in on 21March at 1.49) Ying Li I get in more and divest half already at 0.485, earning 0.04cts. Biosensor sold all at earning 0.05cts.
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guoyanyunyan Elite	04-Apr-2013 23:28        guoyanyunyan About Contact  Quote this Post! Style: Combined   Yells: "uncertainty always exist"
x 0   x 0  Alert Admin	... since hit a high $1.68 on 24 Jan... Yanlord is on downtrend ... ....dark cloud of further cooling measure still hanging .... ... recent low $1.425...next support level would be $1.350 ....
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shareflux Member	31-Mar-2013 15:11        shareflux About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Yanlord trading in a tight range and in a triangle formation. its price is being squeezed now. if break above 1.54 confirm uptrend. will go down if 1.49 does not hold. There is still strength in the trend with RSI/stochastic in the 50ish point.
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guoyanyunyan Elite	28-Mar-2013 08:26        guoyanyunyan About Contact  Quote this Post! Style: Combined   Yells: "uncertainty always exist"
x 0   x 0  Alert Admin	... official term for married deal is " Direct Business" in SGX Manual   [link]...
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everstrong Member	28-Mar-2013 00:13        everstrong About Contact  Quote this Post!
x 0   x 0  Alert Admin	Hi guoyanyunyan, may i know what u mean by married deal? How does it affect d share price? Thks! :)
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hp3000 Senior	27-Mar-2013 23:25        hp3000 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Will Ah lord cheong tomorrow. It S & P rating improve. http://info.sgx.com/webcoranncatth.nsf/VwAttachments/Att_0BEE0EC7E0C76E5A48257B3B0007D0B4/$file/SP_Press_Release.pdf?openelement
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guoyanyunyan Elite	27-Mar-2013 08:44        guoyanyunyan About Contact  Quote this Post! Style: Combined   Yells: "uncertainty always exist"
x 0   x 0  Alert Admin	... Married Deal: Vol: 524 Value: $790,098 ie $1.5078 / share Prev Close: $1.510 ...
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harley22ez Senior	21-Mar-2013 12:44        harley22ez About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	seems to be moving slowly but surely
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