Latest Forum Topics / Ying Li Intl Last:0.034 -0.002 | Post Reply |
Ying Li
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kelvinLim123
Master |
14-Nov-2012 23:21
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jamesng Care to join me tomorrow on YHM and otto marine, and maybe CCFH? These 3 look to be play up. I have got otto, YHM but not CCFH, will buy tomorrow. |
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jamesng
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14-Nov-2012 22:53
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as long as no nasty surprises, the only way to go is up as bae in chong qing cbd price is very low.....and growth there is very high..... | |||||||||||||||||||||||||
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kelvinLim123
Master |
14-Nov-2012 22:47
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Time for this to go beyond 0.40, have been at this level for ages. | |||||||||||||||||||||||||
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cheongsl
Master |
14-Nov-2012 22:43
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Result is out and performance quite good. | |||||||||||||||||||||||||
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cheongsl
Master |
05-Nov-2012 15:22
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China property market in the move, the china property index have show upward trend. This counter should be beneficial for the trend. | |||||||||||||||||||||||||
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lltan20012002
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18-Oct-2012 17:14
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    Singapore OUE Mandarin bid for land in Chongqing total 1.74B RMB.....   Hopefully positive for Yingli since all their properties in Chongqing :)   http://bbs.classic023.com/thread-2531506-1-2.html 10月 15日 上 午 , 号 称 “重 庆 陆 家 嘴 ”的 江 北 城 组 团 核 心 , 占 地 面 积 43.69亩 的 A分 区 A13- 1/05地 块 , 经 过 35多 次 激 烈 举 牌 竞 价 之 后 , 最 终 以 17.4亿 元 的 成 交 。 取 得 该 地 块 的 是 新 加 坡 OUE集 团 文 华 酒 店 。 据 介 绍 , 该 地 块 毗 邻 江 北 嘴 zy公 园 , 占 地 43.69亩 , 总 建 筑 面 积 55万 平 方 米 , 容 积 率 为 18.9, 建 筑 高 度 为 不 低 于 470米 , 即 未 来 江 北 嘴 最 高 的 标 志 性 建 筑 , 地 块 用 途 为 商 业 金 融 及 二 类 居 住 用 地 , 起 拍 价 为 11亿 元 , 楼 面 单 价 为 每 平 方 米 2000元 。 该 地 块 因 为 位 置 条 件 以 及 地 标 性 的 未 来 定 位 , 自 挂 牌 公 示 之 日 起 即 颇 受 境 内 外 各 大 地 产 商 垂 青 和 关 注 , 但 高 昂 的 保 证 金 也 为 竞 拍 设 置 了 不 小 的 门 槛 , 尤 其 在 目 前 房 地 产 市 场 一 直 受 到 宏 观 政 策 调 控 打 压 下 , 许 多 原 本 有 意 争 夺 的 地 产 企 业 却 因 窘 迫 的 资 金 问 题 而 不 得 不 忍 痛 放 弃 。 有
消 息 透 露 说 , 本 次 该 地 块 的 竞 拍 于 15日 上 午 11时 举 行 , 香 港 富 豪 酒 店 集 团 、 首 创 集 团 联 合 一 家 香 港 公 司 、 新 加 坡 OUE集 团 文 华 大 酒 店 共 3家 公 司 参 与 了 竞 拍 ,
加 价 幅 度 最 初 为 1000万 元 , 之 后 因 为 竞 争 激 烈 而 改 为 2000万 元 , 最 终 在 香 港 富 豪 酒 店 集 团 与 新 加 坡 OUE集 团 文 华 大 酒 店 之 间 展 开 了 激 烈 的 “搏 杀 ”。 经 过
35轮 持 续 争 夺 之 后 , 最 终 新 加 坡 OUE集 团 文 华 大 酒 店 以 17.4亿 元 的 总 成 交 价 将 该 地 块 揽 入 怀 中 。 楼 盘 单 价 达 到 平 方 米 3164元 , 溢 价 6.4亿 元 , 溢 价 率
达 到 了 57.3%。 据 了 解 , 该 项 目 将 打 造 成 为 113层 470米 高 的 重 庆 第 一 高 楼 , 是 江 北 城 CBD核 心 , 集 顶 级 购 物 中 心 、 甲 级 办 公 、 超 七 星 酒 店 、 行 政 公 寓 等 于 一 体 的 金 融 中 心 。 项 目 建 成 后 将 成 为 江 北 嘴 乃 至 重 庆 最 高 的 地 标 性 建 筑 。 据 悉 , 新 加 坡 OUE集 团 文 华 酒 店 系 新 加 坡 商 业 巨 头 , 此 番 投 资 重 庆 , 必 将 打 造 继 北 城 天 街 之 后 的 又 一 顶 级 购 物 中 心 。 该 集 团 曾 开 发 运 营 有 : 282米 高 的 新 加 坡 第 一 高 楼 “第 一 来 福 士 坊 ”; 乌 节 路 文 华 奢 侈 品 购 物 廊 更 是 蜚 声 国 际 ; 乌 节 路 Mandarin大 酒 店 拥 有 1050间 客 房 , 屡 获 国 际 殊 荣 。 |
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FearValueGreed
Master |
09-Oct-2012 22:37
Yells: "Long Term Timing X Capital = Well Deserved Payout" |
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buy this might aS well buy yanlord | |||||||||||||||||||||||||
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lltan20012002
Member |
09-Oct-2012 17:17
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    found this on chinese website  http://cq.focus.cn/news/2012-10-09/2412167.html according to the news, block 2 of yingli international plaza achieve more than 80% sell through during launch on 29 Sep 2012.  180 units sold within 60 mins! vested and long on this stock.... 英 利 国 际 广 场 1小 时 抢 完 180套 , 开 盘 劲 销 80%英 利 空 中 MORE, 空 中 财 富 席 卷 全 城 9月 29日 , 英 利 空 中 MORE火 爆 开 盘 , 继 3、 4、 5号 楼 、 B区 商 业 四 次 开 盘 、 四 次 热 销 之 后 , 再 次 上 演 热 销 传 奇 , 充 分 鉴 证 英 利 财 富 价 值 影 响 力 。 仅 1个 小 时 , 劲 销 180套 , 销 售 率 达 80%, 成 为 全 城 炙 手 可 热 的 焦 点 。 上 午 10点 整 , 从 全 城 各 地 纷 纷 涌 入 的 500名 客 户 “严 阵 以 待 ”, 有 序 排 成 一 条 见 首 不 见 尾 的 长 龙 , 当 工 作 人 员 正 式 宣 布 选 房 开 始 时 , 激 动 的 客 户 有 序 “跑 步 ” 到 选 房 现 场 , 唯 恐 落 后 他 人 , 在 仅 有 的 2分 钟 内 , 斩 钉 截 铁 的 选 定 心 仪 房 源 。 短 短 一 个 小 时 , 销 控 表 上 一 片 飘 红 , 整 个 “抢 房 ”过 程 怎 一 个 “震 撼 ”了 得 ! 成 功 选 定 的 购 房 者 有 说 有 笑 地 回 到 等 候 区 , 等 待 着 最 后 的 抽 奖 。 当 惊 喜 大 奖 被 一 位 购 房 者 抽 中 后 , 现 场 喝 彩 不 断 , 整 个 开 盘 氛 围 达 到 高 潮 。 “这 种 热 销 局 面 , 其 实 是 意 料 之 中 的 。 ”某 知 情 人 士 如 是 介 绍 , 英 利 空 中 MORE, 大 坪 CBD·35-49㎡ 多 功 能 投 资 自 用 物 业 , 是 主 城 核 心 商 圈 罕 有 的 超 值 投 资 品 , 也 是 继 英 利 “纽 约 ·纽 约 ”、 “未 来 国 际 ”之 后 的 又 一 财 富 新 坐 标 ; 首 付 12万 起 , 投 入 少 回 报 高 , 办 公 、 楼 宇 商 铺 、 自 住 , 三 大 功 能 任 意 选 择 , 而 且 直 达 地 铁 1号 线 、 轻 轨 2号 线 双 轨 道 换 乘 中 心 , 汇 集 海 量 人 气 、 百 万 商 机 , 更 加 凸 显 投 资 优 势 , 首 期 房 源 有 限 , 得 到 全 城 热 抢 理 所 当 然 。 据 悉 , 英 利 空 中 MORE的 中 区 房 源 现 已 火 热 加 推 , 抢 购 机 会 不 容 错 失 ! 首 付 12万 起 超 低 门 槛 , 抢 下 百 亿 商 圈 最 火 投 资 品 ! |
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tedsokny
Senior |
30-Aug-2012 10:41
Yells: "Have a Angkor Beer!" |
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unloaded for kopi$...felt strange so decided not to go long for now...fyi vickers bought it and they always recommend buy this... | |||||||||||||||||||||||||
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tedsokny
Senior |
27-Aug-2012 20:40
Yells: "Have a Angkor Beer!" |
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Turnaround Remains Intact with Strong 2Q Ying Li International Real Estate Ltd (Ying Li) announced a very  positive set of 2Q FY12 results. PATMI hit RMB 39.6m versus  RMB 5.5m in 1Q FY12 and a loss of RMB 16.7m in 2Q FY11.  Growth was driven by organic top-line expansion. Revenue  from the sale of properties and rental income rose by RMB  17.4m and RMB 6.9m respectively over 1Q FY12. We estimate  that Ying Li still has some 40,000 sqm of IFC office space for  sale or rent, thus providing the basis for sustainable revenue  growth. Maintain Increase Exposure. Ying Li International Plaza (YLIP): Three phases of Ying Li’s  next major project have already been launched and are on  average about 75% sold. The first two phases are actually more  than 90% sold. We expect the estimated YTD contracted presales  of about RMB 530m to be recognized in FY13F. Two  more phases will be launched over the next few quarters,  including an office block. Office space is expected to fetch  about RMB 15,000 per sqm based on recent comparable  projects, while the residential units are believed to have been  sold at about RMB 10,000 per sqm. On the whole, we are  expecting the YLIP to contribute more than RMB 2bn of sales  over FY13F and FY14F, with office units contributing about half  of forecast income. Positive Cash Flow in 2Q: Ying Li reported positive net  operating cash flow of RMB 58.2m in 2Q FY12. As mortgage  applications usually take about three months to be approved,  we estimate Ying Li will be receiving in 2H about RMB 300m  from the YLIP units sold YTD. Taking into account receivables  from the sale of IFC office units, Ying Li should be able to  collect at least RMB 500m of cash in 2H. We remain optimistic  that Ying Li will be able to refinance/ repay its convertible bonds  redeemable in six months’ time via a mixture of bank  borrowings and internal cash flow. Forecasts Maintained: We maintain our forecasts following  Ying Li’s 2Q results. 1H revenue and gross profit came in at  35.4% and 40.1% of our full year forecasts. However, we  expect Ying Li to sustain its revenue growth momentum with  some lower margin investment property sales over the rest of  the year. Thus, 2H revenue should be higher than that of 1H.  Our FY12F PATMI of RMB 310.8m includes fair value gains  that will be recognized in 4Q FY12. 1H EBIT was about 40% of  our forecast. Therefore, we are of the view that our FY12F  forecasts are still achievable at this juncture. Project Updates and Results Overview Ying Li International Plaza: Phase 3 was launched in July 2012 with more  than 65% of the units sold on launch day. Phase 1 and 2 are already more than  90% sold. Phase 4 and 5 will be launched next. The structure of Phase 1 and 2  have already been completed. The pace of construction is largely within our  expectations. Ying Li IFC Mall: The IFC mall is already more than 86% leased out as at end  2Q. The opening of the supermarket will take place within 2H 2012, which will  raise occupancy to more than 95%. However, the commencement of operations  of both of the cinema and supermarket has been a little slower than we had  expected. While the cinema is already open, full year rental income may be  somewhat lower than forecast. However, we do not expect the impact to be  material at this point in time and leave our figures unchanged. Wu Yi Road: Ying Li is still finalizing its plans for the Wu Yi Road project. The  Wu Yi Road project is expected to only start contributing towards Ying Li’s  financials in FY15F. We expect plans to be finalized within this year and that we  will most likely have a clearer picture of the exact completion date then. For now,  we do not foresee any substantial delay from our expectation. Sanyawan Phase 2: As mentioned in our previous update, Ying Li has cleared  structures previously built on the site in preparation for development. Our  impression is that this project remains a later priority behind YLIP and Wu Yi  Road. We should hear more developments about this project over time. For now,  this project remains rightfully in the planning stage. Chongqing Economic Growth Unabated: In spite of concerns about the  China economy slowing down, Chongqing remains the fastest growing city in  Western China, charting 14.0% year-on-year GDP growth in 1H 2012, versus  7.6% at the national level.1 The residential property market remains robust with  the prices of newly constructed residential building growing by 0.3% over the  last six months in spite of stringent government tightening policies. Given the  strong GDP numbers, we believe that commercial property prices would have  grown much faster in comparison. We note the persistent concerns about the  Chinese economy and its property market. However, the latest data suggests  that the Chongqing property prices are still growing at albeit modest rates. We further highlight our previous observation that Ying Li’s projects have  positive value propositions that indicate resilience. The Ying Li IFC for instance  is currently still the only new international Grade A office within the Chongqing  Jiefangbei CBD. As proof of the IFC’s status as a leading office block in  Chongqing, its tenants include a blue chip portfolio of companies such as  Capitaland, Deloitte Touche Tohmatsu and Taikang Insurance a major PRC insurer. Our View: Figures 2 to 4 show Ying Li’s reported quarterly results from 3Q 2010  to 2Q 2012. 4Q 2011 revenue and gross profit were boosted by the completion  of the Ying Li IFC. For the YLIP, revenue recognition will be less lumpy as it will  be completed in phases. 4Q 2010 and 4Q 2011 PATMI were mainly boosted by  fair value gains from the IFC retail mall and office units kept as investment  properties. However, our key point is that 2012’s revenue and profitability are substantially  higher than that of 2011 and that Ying Li has reported three consecutive  quarters of profit. Given the amount of inventory that Ying Li has available  following the completion of the IFC and its ongoing pipeline, we believe that this  performance can be sustained through 2012 to 2014. Ying Li’s share price closed at S$0.320 on 24 August 2012. Back in our report  dated 17 May 2012, Ying Li’s prior day close was S$0.255. We continue to  maintain our valuation on Ying Li at S$0.865. We note that the SGD has  appreciated slightly against the RMB as at the writing of this report versus our  previous update. As the difference is only 1.05% (5.0817 versus 5.0288  previously), we do not view the change in the SGD RMB FX rate as material at  the moment and do not factor in the stronger SGD into our valuation.    We further hold the view that our expected upside potential of Ying Li is justified  by the value of its properties, the turnaround in its performance and its future  plans to unlock value via the development of land plots and the disposal/spin off  of mature investment properties. We do not apply any discount to RNAV in our  valuation of Ying Li. source: SIAS  |
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yummygd
Supreme |
15-Aug-2012 14:23
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Simple the depression of property by gov is too strong. Its okie. Lid will burst sooner or later.
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paul1688
Senior |
15-Aug-2012 14:19
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I am curious that the share price is still subdued today despite what was a good quarterly earnings report and a strong analyst endorsement by KE.  The lull before a breakout? | |||||||||||||||||||||||||
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sgnewbie
Master |
15-Aug-2012 09:48
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http://sgxreports.blogspot.sg/2012/08/ying-li-international.html | |||||||||||||||||||||||||
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tedsokny
Senior |
15-Aug-2012 08:54
Yells: "Have a Angkor Beer!" |
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go long to realize reit potential....2 yrs  | |||||||||||||||||||||||||
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Zhiwei
Senior |
14-Aug-2012 23:33
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  By year end ..Santa might come early ....keke lol  
 
 
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tedsokny
Senior |
13-Aug-2012 19:32
Yells: "Have a Angkor Beer!" |
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1H GP up 410%...NP turned profit from loss...undergoing projects up to 2015...to find out more, refer to sgx.com  | |||||||||||||||||||||||||
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tedsokny
Senior |
06-Aug-2012 18:36
Yells: "Have a Angkor Beer!" |
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im in this... | |||||||||||||||||||||||||
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silvermansac
Member |
06-Aug-2012 17:46
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You are right punter. | |||||||||||||||||||||||||
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iPunter
Supreme |
06-Aug-2012 11:59
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Any stock is safe to bet, provided one bets at the right time...    To be safe, always bet short when it is rising and extremely bullish...           Buy only when it is extremely dumped. That is why a chart is very important...             As a betting tool, nothing can beat a stock chart... But please, for heaven's sake,                   do not do TA (analysis with indicators) and expect to win...
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tedsokny
Senior |
06-Aug-2012 11:54
Yells: "Have a Angkor Beer!" |
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Mr Ball, take a luk at its historic px...was over $1, kena whack...i think 08/09 season became pennies, -ve earnings so share px sold dwn...now P& L is gd...so shld be turnard...but i oso think if no +ve news the px nt much movement +/- 0.005 or 0.01...think was ard 28/285 region last mth...u c for yrslf  
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