Latest Forum Topics / YZJ Shipbldg SGD Last:2.53 -0.1 | Post Reply |
Yangzijiang -Good PE .Strong Earnings.Cheap
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oldflyingfox
Master |
31-Oct-2012 20:25
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What I understand is the chairman also don't like the low share price, hope he will start the share-buy soon. That will mess up the BB's plan to press down the price. | ||||
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JustinQuek
Veteran |
31-Oct-2012 20:20
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Actually this YZJ likely to keep paying dividend for charitable purpose. seems like the boss allocate dividends to charity. alot of pr surrounding it if no pay dividend, charity get nothing lolol u think he will let it happen?  |
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alooloo
Veteran |
31-Oct-2012 15:40
Yells: "I am not young enough to know everything. " |
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good point... i might load in as well, but no harm waiting a few more weeks... that is what i'm thinking... it is not like it is going to pay dividend in next quarterly announcement....
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Hulumas
Supreme |
31-Oct-2012 15:35
Yells: "INVEST but not TRADE please!" |
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I start buying for long term holding at least 8 years, in 2015, I belive it will overtake Korean shipyard industry, and becomes world class shipyard industry.
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alooloo
Veteran |
31-Oct-2012 14:17
Yells: "I am not young enough to know everything. " |
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Yeah... you already got the skill of becoming one...   FYI, NOL is trading below its book value... that is the reason it was supported... and might even rebounce back to book value...
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dolphin99
Member |
30-Oct-2012 13:20
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I like this YZJ and it is now at 91 cents same level of mid-May'12 low. Pure technical analysis, this guy can bounce back to  1.1 or break down below 0.91. Identified a gap at 1.16 in beginning of May, which can usually draw the price up. Fundamental is guess work and technical aspect is straight-forward to me, but both are same guess work.  I wait for a bottom then buy, if it can form one, or simply let it go,  it may drop below 80 cents, looking for pre-previous low...   |
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New123
Elite |
29-Oct-2012 21:49
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going below 90 cents any moment. | ||||
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gavinl
Elite |
29-Oct-2012 18:12
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Yup. Why not? Lol.
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JustinQuek
Veteran |
29-Oct-2012 18:06
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  lol i should be the analyst for a couple of stocks ,right? that way STI will be on a constant uptrend 
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gavinl
Elite |
29-Oct-2012 17:59
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Well said!I like! Me think so too.
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JustinQuek
Veteran |
29-Oct-2012 17:27
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You will be suprised to see nol dropping below book value. Its hard for a ship industry to be profitable in this kind of freight rates and NOL no doubt is not able to make it Perhaps its profits might come from selling its assets. like building but Yzj has enough contracts and cash to earn both money and interest from.   3.YZJ is a large coporation in china and often have governmental support etc. Its private organization Its profits are good and most importantly its profit margin is one of the best in the industry. so rather. even if it lowers profit margin by quite a bit . its still rather profitable and they can constantly get contracts just be lowering the profits they make per ship. they have more room to play around with profit margin in a bad scenario cause they are most efficient nol is like making 1 cents per every dollar etc hardly enough to cover much adminstration costs. yangzijang is like making 30 cents per dollar is better to be in something that you know its growing from time to time.   besides it has surprises when it wins contracts so thats a rather good upside. all my investments is based on mid term 1 year kind so rather yzj is likely to succeed based on earnings itself. NOL is slowly depreciating its book value in time to come.what i dont agree is that NOL price has risen quite a a fair bit since its 1 dollar days despite posting losses so thats unjustified and yzj has drop from 1.40 to now despite posting massive profits. so rather yzj is considered a better position to accumulate and NOL not is a better shape compared to its cheaper days. just my opinion. but hope shipping industry recovers so that both counter can rise. 
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alooloo
Veteran |
29-Oct-2012 17:17
Yells: "I am not young enough to know everything. " |
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NOL is supported by the BOOK value.... YZJ is supported by the earning/dividend.   So YZJ have more room to drop if earning /dividend go down.... NOL will further drop only if more loss/asset depreciation recorded.... if YZJ go to 72cent or 80cent... then both can be better comparison.....
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JustinQuek
Veteran |
29-Oct-2012 17:06
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quote . yzj vs nol yzj will win . huge earnings in yzj and good cash and nice dividend. dont shift too fast just because nol fell for 1 day if nol 1 dollar i say shift.but nol still pretty expensive  
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neo8180
Member |
29-Oct-2012 17:04
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gonna shift to NOL, NOL losing $ also can cheong!
this one make $, got diverse biz plan to counter slow ship making order... got dragon got phoenix... still climb no strength, drop no brake. :( |
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JustinQuek
Veteran |
29-Oct-2012 16:45
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INDEED... but really it does perform much better because it drops so much slower compared to Nol ezion cosco ezra etc.  so rather its still pretty cool . 
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neo8180
Member |
29-Oct-2012 16:38
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this ship is sinking slowly.
boh dai boh ji also will drop 0.005 week by week. :( |
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JustinQuek
Veteran |
29-Oct-2012 16:11
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yea the sell volume is getting lesser and lesser to reach 1 dollar.
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wangst
Member |
29-Oct-2012 14:18
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It's almost time for this counter to pop 10% or more upwards...just wait and see |
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chinastar
Senior |
29-Oct-2012 10:42
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BB become GG:)
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New123
Elite |
28-Oct-2012 12:10
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i think more likely this stock will go lower. breaking down of 92 cents will see more ppl going to short this stock...
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