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Yamada-Since it IPO at 0.22c-good response Post Reply Rate topic
teztez Member	25-Nov-2010 15:13        teztez About Contact  Quote this Post!
x 0   x 0  Alert Admin	anyone got any comment on this counter???
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teztez Member	18-Nov-2010 12:19        teztez About Contact  Quote this Post!
x 0   x 0  Alert Admin	undervalue shitake mushroom producer   http://research.uobkayhian.com/research/content.show.action?filename=2010110315033310684841472.pdf
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enghou Senior	16-Nov-2010 20:25        enghou About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Founded in 1998, Yamada Green Resources (Yamada) is the latest S-Chips agriculture play listed on SGX. It is a leading supplier of self-cultivated shiitake mushroom in Fujian, China, and has a total cultivation area of 2,614mu. In 2007, the company began to focus on the domestic PRC market that has since accounted for >70% of its revenue. FY09 recurring net profit was up seven-fold to RMB76m from RMB10m in FY07, driven by strong domestic sales growth and 10ppt gross profit margin expansion to 40%. Despite its short track record and single product focus, we see Yamada as a key upstream candidate for investors looking to ride on the fast raising China consumption, high agriculture prices and a sharp turnaround in sentiments towards small-cap S-Chips. At 3.5x FY11 P/E and 43% net profit CAGR over FY09-12F, near-term share price could react positively to its quarterly earnings momentum. Valuation: We use P/E as our preferred valuation methodology as share price will likely respond positively to its quarterly earnings momentum. Given that Yamada is at early phase of a growth path similar to that of China Green, we peg our target price at 5x FY11F P/E, 60% discount to China Green’s historical average of 12x P/E. Our target multiple is deemed undemanding as compared to China Minzhong’s 9x (BUY, TP$1.78) and Sino Grandness’ 6x (BUY, TPS$0.56) that we used in deriving their valuations. Our target price of S$0.40/share represents 43% upside potential on a 12-month horizon. Source: DMG Make Love More, Don't Make More Enemies
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nickyng Supreme	11-Nov-2010 11:44        nickyng About Contact  Quote this Post!
x 0   x 0  Alert Admin	chun bo?!?!? conned job har? haha.... ============= *DJ Yamada Green Resources Started At Buy, S$0.40 Target By DMG !!
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nickyng Supreme	04-Nov-2010 19:59        nickyng About Contact  Quote this Post!
x 0   x 0  Alert Admin	har? done?even hitting or breaking 30cts level leh!?!....chey thot wat... :P. Isolator      ( Date: 04-Nov-2010 16:55) Posted: Done... Patience pay.... A nice weekend!
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Isolator Supreme	04-Nov-2010 16:55        Isolator About Contact  Quote this Post!   Mood: Yells: "STI is hard landing to below 2000..."
x 0   x 0  Alert Admin	Done... Patience pay.... A nice weekend!
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nickyng Supreme	02-Nov-2010 07:26        nickyng About Contact  Quote this Post!
x 0   x 0  Alert Admin	wah! since this burger into Mushrm business...it's closest bro SinoGrandness posted strong growth 47% in mushrm leh...wonder this burger will b brought to life miraculously as well so i can $HORT ?!?! :P   9M10 Performance Revenue (RMB ‘000) 9M10 9M09 Change % Beverage 113,329 373 N.M. Asparagus 174,830 153,002 +14.3 Long beans 45,147 38,101 +18.5 Mushrooms 76,084 51,552 +47.6 Others* 26,307 5,447 +383.0 Total 435,697 248,475 +75.3
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Isolator Supreme	29-Oct-2010 09:35        Isolator About Contact  Quote this Post!   Mood: Yells: "STI is hard landing to below 2000..."
x 0   x 0  Alert Admin	Buy and hold.... It won't be too long...
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lesliesiaky Member	29-Oct-2010 02:38        lesliesiaky About Contact  Quote this Post!
x 0   x 1  Alert Admin	I think it can turn out to be a good price at $0.25. Its P/E seems to be very low for Agriculture stock (provided the IPO prospectus is accurate). Isolator      ( Date: 27-Oct-2010 22:53) Posted: I am NOT worry about this counter yet. Still longing this... Unless global turn down is confirmed, or else still comfortable with it and still long before my stop...
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Isolator Supreme	27-Oct-2010 22:53        Isolator About Contact  Quote this Post!   Mood: Yells: "STI is hard landing to below 2000..."
x 0   x 0  Alert Admin	I am NOT worry about this counter yet. Still longing this... Unless global turn down is confirmed, or else still comfortable with it and still long before my stop...
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Andrew Master	27-Oct-2010 20:30        Andrew About Contact  Quote this Post!
x 0   x 0  Alert Admin	Try not to go long with a stock without track record.......you can if it is a very very very big company. Isolator      ( Date: 25-Oct-2010 14:09) Posted: Expect the unexpected....Buy and hold...
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nickyng Supreme	27-Oct-2010 19:37        nickyng About Contact  Quote this Post!
x 0   x 0  Alert Admin	wah! 25cts! i thk Isolator must be buy & holding this burger from 28cts to below 22cts IPO price? LOL :P
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nickyng Supreme	26-Oct-2010 10:18        nickyng About Contact  Quote this Post!
x 0   x 0  Alert Admin	will KIV this burger...unless break 30cts...not much meat for me to short now....haha....u hv fun BUY and HOLD ! :P Isolator      ( Date: 26-Oct-2010 09:49) Posted: Be patience....Buy and hold...
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Isolator Supreme	26-Oct-2010 09:49        Isolator About Contact  Quote this Post!   Mood: Yells: "STI is hard landing to below 2000..."
x 0   x 0  Alert Admin	Be patience....Buy and hold...
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nickyng Supreme	26-Oct-2010 09:35        nickyng About Contact  Quote this Post!
x 0   x 0  Alert Admin	WAH! 26.cts almost broken siah!! who is that fellow calling for buy and hold and wait 4 cheong har?!??!?!?! hahha.....damn...too busy shorting other counters....thk i will let go this one! gd luck to those vested! :P switching to other counters for SHORT ! hee.... :P
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nickyng Supreme	25-Oct-2010 16:34        nickyng About Contact  Quote this Post!
x 0   x 0  Alert Admin	AHAR!! 27cts....and 26.5cts coming!! this is so EXPECTED !!!! buy n hold? hahahha.....BIG JOKE>..$HORT BIG AHH !!! :P nickyng      ( Date: 25-Oct-2010 15:16) Posted: i go meetg now...after meetg...this burger is EXPECTED to b stagnant again at 27.5cts or lower! haha.......wat a joke :P
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nickyng Supreme	25-Oct-2010 15:16        nickyng About Contact  Quote this Post!
x 0   x 0  Alert Admin	i go meetg now...after meetg...this burger is EXPECTED to b stagnant again at 27.5cts or lower! haha.......wat a joke :P
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Isolator Supreme	25-Oct-2010 14:09        Isolator About Contact  Quote this Post!   Mood: Yells: "STI is hard landing to below 2000..."
x 0   x 0  Alert Admin	Expect the unexpected....Buy and hold...
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nickyng Supreme	25-Oct-2010 12:58        nickyng About Contact  Quote this Post!
x 0   x 0  Alert Admin	haha...still living in denial ahh?!??! 27.5cts break liao lah...only go DOWN!!haha all other interest will b on other recent IPOs and SGX this wk! this burger is a goner! :P even i not interested to SHORT this burger liao !
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Isolator Supreme	25-Oct-2010 11:01        Isolator About Contact  Quote this Post!   Mood: Yells: "STI is hard landing to below 2000..."
x 0   x 0  Alert Admin	Buy and hold.. Expect the unexpected anytime soon....
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