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Cruising with the ship ..Yangzijiang Post Reply Rate topic
trade1969 Member	06-Oct-2013 17:43        trade1969 About Contact  Quote this Post!   Mood:
x 0   x 0  Alert Admin	Oldbird, you are right CEO is 任 元 林 。 于 克 斌 is the non-Executive Director Oldbird      ( Date: 05-Oct-2013 18:14) Posted: Bro Hawkeye I do not have this kind of non public imformation : ?recent run up is due to management support to ramp up the share price so that CEO Yu Kebing can sell his share at better price? I only know the current CEO is mr Ren Yuanlin. Mr Yu was probably the partner earlier . Hawkeye      ( Date: 05-Oct-2013 11:37) Posted: Yangzijiang had just begun to take in orders with Marginal Profit to make up for its market share. Their earnings will reflect in 2014 and into 2015 will see profit margin dropped mayby slightly better than cosco but the fact is all the Orders secured this year was reduce by min 10% to 15%. Recent run up is due to Management support to ramp up stock price so that the CEO Yu Kebing can sell his share at a better price.   Now Cosco orders looks much better than Yangzijiang. This expected, Yangzijiang need orders even at breakeven so that China can keep them as a primary shipyard and not dropped Yangzijiang off like the rest of the Shipyards. Yangzijiang need orders to keep its Shipyard going and workers busy or loose market share. You really believe Yangzijiang is so much better than the rest of the Chinese shipyards. better but not that much. Still in shit. Yangzijiang apple looks like come from the hills of Bukit Timah the size of grape fruit. Sorry to open the can of worms
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darkknight Member	06-Oct-2013 17:37        darkknight About Contact  Quote this Post!
x 0   x 0  Alert Admin	Peace guys/gals. The fact is YJZ has a good run  up since the June low, so enjoy it,  load more, or take profit, whatever makes sense to you. We all know that unlikely a simple forum opinion will move the market, so let's  not assume  anyone's intention to mislead or lead and go with the attitude  that people just want to share their 2 cent view, and this is  actually  good as it  provides more perspectives for others to consider. :)
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frozentouch Member	06-Oct-2013 17:28        frozentouch About Contact  Quote this Post!
x 0   x 0  Alert Admin	Of course I have to do my DD, it's money at stake. No one is paying doesn't not equate to providing baseless opinion. It's not a debate either, it's responsible posting. I'm not a moderator, so I can't stop you from posting. What I can do is to highlight to other readers to read with their eyes open and do their DD.  I wish you make money on your picks too. =)
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Hawkeye Veteran	06-Oct-2013 17:09        Hawkeye About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Good for you to do your Due Diligence. Forum is we provide something and either you take it or leave it. You don't pay us to provide you any substantiation. and This is not a School Debate. End of the day is making money not argue. Don't fall in love with any stock. frozentouch      ( Date: 06-Oct-2013 16:46) Posted: I think by now those who are reading the posts can see who is one misleading. Would you as a reader believe one who evades questions without backing up statements or the others who back up with verifiable information. I did my due diligence.
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frozentouch Member	06-Oct-2013 16:46        frozentouch About Contact  Quote this Post!
x 0   x 0  Alert Admin	I think by now those who are reading the posts can see who is one misleading. Would you as a reader believe one who evades questions without backing up statements or the others who back up with verifiable information. I did my due diligence.
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Hawkeye Veteran	06-Oct-2013 13:59        Hawkeye About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Bye Bye Lover boy. cheongsl      ( Date: 06-Oct-2013 13:45) Posted: Your stating of earning will be more on Cosco is not true, if based on your mentioning enter at 1+ and sell at 2++, and with 90% profit. Cosco highest recently above $2 in Jan 2011 and apr 2011, Assume somewhere 2.44 which is highest thus the 90% will mean price below 1.28, thus this pricing only happen somewher before the mar 2010 Yangzijiang in mar 2010 is trading at around $1 and Jan 2011 highest point is 2.05, thus it is 105% gain. It only show that you have follow the wrong choice during the last period. But whether this  period of rise which will be more is still subjective. Hawkeye      ( Date: 06-Oct-2013 13:21) Posted: Cheong SL, Sorry if I mislead you, when I say profit margin Actually I mean my profit margin not the Company Balance Sheet profit margin. I only care about MY PROFIT margin. Yangzijiang to date I had only make about 12% profit and a few year back Maximum 30% profit but Cosco to date on paper already about 11% profit and Cosco a few year back about 90%+ profit. entered about 1.00++ and sold about 2.0++ and the Balance Sheet that you should us. Why?? I once believe the balance sheet, but actually its more than that. Cosco is free float and Yangzijiang is controlled. America stock is free float that is why many people make money because free float we can more or less predict with Balance sheet
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cheongsl Master	06-Oct-2013 13:45        cheongsl About Contact  Quote this Post!
x 0   x 0  Alert Admin	Your stating of earning will be more on Cosco is not true, if based on your mentioning enter at 1+ and sell at 2++, and with 90% profit. Cosco highest recently above $2 in Jan 2011 and apr 2011, Assume somewhere 2.44 which is highest thus the 90% will mean price below 1.28, thus this pricing only happen somewher before the mar 2010 Yangzijiang in mar 2010 is trading at around $1 and Jan 2011 highest point is 2.05, thus it is 105% gain. It only show that you have follow the wrong choice during the last period. But whether this  period of rise which will be more is still subjective. Hawkeye      ( Date: 06-Oct-2013 13:21) Posted: Cheong SL, Sorry if I mislead you, when I say profit margin Actually I mean my profit margin not the Company Balance Sheet profit margin. I only care about MY PROFIT margin. Yangzijiang to date I had only make about 12% profit and a few year back Maximum 30% profit but Cosco to date on paper already about 11% profit and Cosco a few year back about 90%+ profit. entered about 1.00++ and sold about 2.0++ and the Balance Sheet that you should us. Why?? I once believe the balance sheet, but actually its more than that. Cosco is free float and Yangzijiang is controlled. America stock is free float that is why many people make money because free float we can more or less predict with Balance sheet. Hawkeye      ( Date: 06-Oct-2013 13:11) Posted: ha ha ha ha Why should I, Just Wait and see My Money is mine and I make more money in Cosco than Yangzijiang. buy Yangzijiang still make money for me only lesser. Why? because Yangzijiang is controlled share, why don't you look at the charts. CheongSL you are in Love with Yangzijiang. I am in Love with my profits and $$$$$
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Hawkeye Veteran	06-Oct-2013 13:21        Hawkeye About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Cheong SL, Sorry if I mislead you, when I say profit margin Actually I mean my profit margin not the Company Balance Sheet profit margin. I only care about MY PROFIT margin. Yangzijiang to date I had only make about 12% profit and a few year back Maximum 30% profit but Cosco to date on paper already about 11% profit and Cosco a few year back about 90%+ profit. entered about 1.00++ and sold about 2.0++ and the Balance Sheet that you should us. Why?? I once believe the balance sheet, but actually its more than that. Cosco is free float and Yangzijiang is controlled. America stock is free float that is why many people make money because free float we can more or less predict with Balance sheet. Hawkeye      ( Date: 06-Oct-2013 13:11) Posted: ha ha ha ha Why should I, Just Wait and see My Money is mine and I make more money in Cosco than Yangzijiang. buy Yangzijiang still make money for me only lesser. Why? because Yangzijiang is controlled share, why don't you look at the charts. CheongSL you are in Love with Yangzijiang. I am in Love with my profits and $$$$$. cheongsl      ( Date: 06-Oct-2013 13:00) Posted:   Your reply only show that you are lying in the forum, the most basic profit margin calculation of the company you have never done. Cosco  2007 mSGD 2008 mSGD 2009 mSGD 2010 mSGD 2011 mSGD 2012 mSGD Revenue 2,261.7 3,476.0 2,899.0 3,861.4 4,162.9 3,734.3 Profit after Tax 336.6 302.6 110.1 248.8 139.7 105.7 Profit Margin 14.88% 8.71% 3.80% 6.44% 3.36% 2.83% Yang Zi Jiang 2007 mCNY 2008 mCNY 2009 mCNY 2010 mCNY 2011 mCNY 2012 mCNY Revenue 3,855.5 7,359.1 10,623.6 13,558.2 15,705.8 14,799.1 Profit after Tax 869.5 1,579.8 2,290.0 2,955.3 3,976.6 3,580.8 Profit Margin 22.55% 21.47% 21.56% 21.80% 25.32% 24.20%
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cheongsl Master	06-Oct-2013 13:20        cheongsl About Contact  Quote this Post!
x 0   x 0  Alert Admin	I am just stating the fact. Your wording of " ha ha ha ha"   remind me of the frog master, are you related to him? Hawkeye      ( Date: 06-Oct-2013 13:11) Posted: ha ha ha ha Why should I, Just Wait and see My Money is mine and I make more money in Cosco than Yangzijiang. buy Yangzijiang still make money for me only lesser. Why? because Yangzijiang is controlled share, why don't you look at the charts. CheongSL you are in Love with Yangzijiang. I am in Love with my profits and $$$$$. cheongsl      ( Date: 06-Oct-2013 13:00) Posted:   Your reply only show that you are lying in the forum, the most basic profit margin calculation of the company you have never done. Cosco  2007 mSGD 2008 mSGD 2009 mSGD 2010 mSGD 2011 mSGD 2012 mSGD Revenue 2,261.7 3,476.0 2,899.0 3,861.4 4,162.9 3,734.3 Profit after Tax 336.6 302.6 110.1 248.8 139.7 105.7 Profit Margin 14.88% 8.71% 3.80% 6.44% 3.36% 2.83% Yang Zi Jiang 2007 mCNY 2008 mCNY 2009 mCNY 2010 mCNY 2011 mCNY 2012 mCNY Revenue 3,855.5 7,359.1 10,623.6 13,558.2 15,705.8 14,799.1 Profit after Tax 869.5 1,579.8 2,290.0 2,955.3 3,976.6 3,580.8 Profit Margin 22.55% 21.47% 21.56% 21.80% 25.32% 24.20%
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Hawkeye Veteran	06-Oct-2013 13:11        Hawkeye About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	ha ha ha ha Why should I, Just Wait and see My Money is mine and I make more money in Cosco than Yangzijiang. buy Yangzijiang still make money for me only lesser. Why? because Yangzijiang is controlled share, why don't you look at the charts. CheongSL you are in Love with Yangzijiang. I am in Love with my profits and $$$$$. cheongsl      ( Date: 06-Oct-2013 13:00) Posted:   Your reply only show that you are lying in the forum, the most basic profit margin calculation of the company you have never done. Cosco  2007 mSGD 2008 mSGD 2009 mSGD 2010 mSGD 2011 mSGD 2012 mSGD Revenue 2,261.7 3,476.0 2,899.0 3,861.4 4,162.9 3,734.3 Profit after Tax 336.6 302.6 110.1 248.8 139.7 105.7 Profit Margin 14.88% 8.71% 3.80% 6.44% 3.36% 2.83% Yang Zi Jiang 2007 mCNY 2008 mCNY 2009 mCNY 2010 mCNY 2011 mCNY 2012 mCNY Revenue 3,855.5 7,359.1 10,623.6 13,558.2 15,705.8 14,799.1 Profit after Tax 869.5 1,579.8 2,290.0 2,955.3 3,976.6 3,580.8 Profit Margin 22.55% 21.47% 21.56% 21.80% 25.32% 24.20%     Hawkeye      ( Date: 06-Oct-2013 12:28) Posted: I am not against Yangzijiang, in fact I have been investing in this company in and out since 2007. Earlier make lossess in 2007 but been making money after 2009 after I had observed its trading pattern compared with Cosco. Cosco make more money and more predictable. Now this time, if Yangzijiang is getting contract even similar with Cosco pricing means their profit margin is only slightly maybe 2 to 5% better than Cosco? Now Cosco is only 78 to 80cts compared with Yangzijiang $1.12. Clearly profit from Cosco is So much better, unless you expect Yangzijiang will rise to $2.00 and Cosco only at $1.00? Can anyone really expect that? Maybe it could happen, all depend on BBs. For me Cosco profit for us is much better and a better bet, that I can share. We are here to make profit and hope all others make profits. There is no competition among us, We are small investor can not even make a prick hole in the market. We are all  making the same money, from BBs or Funds. We are small ship trying to catch a tug from the big ones.
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cheongsl Master	06-Oct-2013 13:00        cheongsl About Contact  Quote this Post!
x 0   x 0  Alert Admin	Your reply only show that you are lying in the forum, the most basic profit margin calculation of the company you have never done. Cosco  2007 mSGD 2008 mSGD 2009 mSGD 2010 mSGD 2011 mSGD 2012 mSGD Revenue 2,261.7 3,476.0 2,899.0 3,861.4 4,162.9 3,734.3 Profit after Tax 336.6 302.6 110.1 248.8 139.7 105.7 Profit Margin 14.88% 8.71% 3.80% 6.44% 3.36% 2.83% Yang Zi Jiang 2007 mCNY 2008 mCNY 2009 mCNY 2010 mCNY 2011 mCNY 2012 mCNY Revenue 3,855.5 7,359.1 10,623.6 13,558.2 15,705.8 14,799.1 Profit after Tax 869.5 1,579.8 2,290.0 2,955.3 3,976.6 3,580.8 Profit Margin 22.55% 21.47% 21.56% 21.80% 25.32% 24.20%     Hawkeye      ( Date: 06-Oct-2013 12:28) Posted: I am not against Yangzijiang, in fact I have been investing in this company in and out since 2007. Earlier make lossess in 2007 but been making money after 2009 after I had observed its trading pattern compared with Cosco. Cosco make more money and more predictable. Now this time, if Yangzijiang is getting contract even similar with Cosco pricing means their profit margin is only slightly maybe 2 to 5% better than Cosco? Now Cosco is only 78 to 80cts compared with Yangzijiang $1.12. Clearly profit from Cosco is So much better, unless you expect Yangzijiang will rise to $2.00 and Cosco only at $1.00? Can anyone really expect that? Maybe it could happen, all depend on BBs. For me Cosco profit for us is much better and a better bet, that I can share. We are here to make profit and hope all others make profits. There is no competition among us, We are small investor can not even make a prick hole in the market. We are all  making the same money, from BBs or Funds. We are small ship trying to catch a tug from the big ones.   cheongsl      ( Date: 06-Oct-2013 11:43) Posted: I am not too sure why you so pro Cosco but against Yang Zi Jiang in the information you release, may be you have shorted Yang Zi Jiang and buy Cosco. eg. You talk about the Rig order of Cosco you talk about submissible rig order of 200mUSD, but forget the order announce on 1 Aug 2013 in SGX for Jack up rig by Cosco which is also 170mUSD, why a 170mUSD in Cosco is so promissing and for Yang Zi Jiang become doing charity, isn't that double standard?
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Oldbird Senior	06-Oct-2013 12:58        Oldbird About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yes, no news is good news from Europe.. Europe is China biggest trading partner, if they dont sink, it will pull up China export... US will not be too bad after this wayang show, Japan printing money policy seem depriciate their currency n lifting up stocks and business confidence.. China is stabilizing .. My shoe is kissing this soil almost everydays for the last 17 years.. I can feel it. cheongsl      ( Date: 06-Oct-2013 12:28) Posted: If my feeling and the signal  is correct, the next few years might be driven by European recovery. Oldbird      ( Date: 06-Oct-2013 12:20) Posted: Cool man....though YZJ 2014 net may be sliding... This is a good counter to own for mid / long term if we believe the world is not going to end ie global economy is recovering, besides they have good track record of giving approx. 5% dividend each year is attractive to me. DYODD ...vested might be biase
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Hawkeye Veteran	06-Oct-2013 12:28        Hawkeye About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	I am not against Yangzijiang, in fact I have been investing in this company in and out since 2007. Earlier make lossess in 2007 but been making money after 2009 after I had observed its trading pattern compared with Cosco. Cosco make more money and more predictable. Now this time, if Yangzijiang is getting contract even similar with Cosco pricing means their profit margin is only slightly maybe 2 to 5% better than Cosco? Now Cosco is only 78 to 80cts compared with Yangzijiang $1.12. Clearly profit from Cosco is So much better, unless you expect Yangzijiang will rise to $2.00 and Cosco only at $1.00? Can anyone really expect that? Maybe it could happen, all depend on BBs. For me Cosco profit for us is much better and a better bet, that I can share. We are here to make profit and hope all others make profits. There is no competition among us, We are small investor can not even make a prick hole in the market. We are all  making the same money, from BBs or Funds. We are small ship trying to catch a tug from the big ones.   cheongsl      ( Date: 06-Oct-2013 11:43) Posted: I am not too sure why you so pro Cosco but against Yang Zi Jiang in the information you release, may be you have shorted Yang Zi Jiang and buy Cosco. eg. You talk about the Rig order of Cosco you talk about submissible rig order of 200mUSD, but forget the order announce on 1 Aug 2013 in SGX for Jack up rig by Cosco which is also 170mUSD, why a 170mUSD in Cosco is so promissing and for Yang Zi Jiang become doing charity, isn't that double standard?   Hawkeye      ( Date: 06-Oct-2013 10:13) Posted: No need for all these, we are here to share our views and findings. Do you due diligence. I am out of Yangzijiang once Yu Kebing sold his shares. If you think Yangzijiang is so good then continue with your investments. Which Yangzijiang in my view is still a good investment but this Counter is a Controlled since 2009. I followed Yangzijiang trading pattern by the minute most of the time. So be careful. Cosco in my view is a better investment than Yangzijiang - that's my decision and it had so much better margin to earn money. As Ren Yuanlin said 2014 is a tough year for Yangzijiang and better for 2015 with property earnings,  but 2014 and 2015 is a good year for Cosco since there are about 2.8billion orders to be delivered and 2.4billion
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cheongsl Master	06-Oct-2013 12:28        cheongsl About Contact  Quote this Post!
x 0   x 0  Alert Admin	If my feeling and the signal  is correct, the next few years might be driven by European recovery. Oldbird      ( Date: 06-Oct-2013 12:20) Posted: Cool man....though YZJ 2014 net may be sliding... This is a good counter to own for mid / long term if we believe the world is not going to end ie global economy is recovering, besides they have good track record of giving approx. 5% dividend each year is attractive to me. DYODD ...vested might be biased cheongsl      ( Date: 06-Oct-2013 11:51) Posted: I saw the 250mUSD wording from Hawkeye, thought that Keppel profit margin improve, so go in to check, but it is not the case
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Oldbird Senior	06-Oct-2013 12:20        Oldbird About Contact  Quote this Post!
x 0   x 0  Alert Admin	Cool man....though YZJ 2014 net may be sliding... This is a good counter to own for mid / long term if we believe the world is not going to end ie global economy is recovering, besides they have good track record of giving approx. 5% dividend each year is attractive to me. DYODD ...vested might be biased cheongsl      ( Date: 06-Oct-2013 11:51) Posted: I saw the 250mUSD wording from Hawkeye, thought that Keppel profit margin improve, so go in to check, but it is not the case. Oldbird      ( Date: 05-Oct-2013 09:54) Posted: You are like a pro. friend. I rate company from general business point of view, if a company can pull through in a extremely difficult period with only some reduction in net profit , we got to give it a thumb up ! A lots of companies will probably close shop ,in the red or substantially plunge in net profit... Company consistanly give good dividend will see it share price being reflected
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cheongsl Master	06-Oct-2013 11:51        cheongsl About Contact  Quote this Post!
x 0   x 0  Alert Admin	I saw the 250mUSD wording from Hawkeye, thought that Keppel profit margin improve, so go in to check, but it is not the case. Oldbird      ( Date: 05-Oct-2013 09:54) Posted: You are like a pro. friend. I rate company from general business point of view, if a company can pull through in a extremely difficult period with only some reduction in net profit , we got to give it a thumb up ! A lots of companies will probably close shop ,in the red or substantially plunge in net profit... Company consistanly give good dividend will see it share price being reflected. cheongsl      ( Date: 05-Oct-2013 08:23) Posted: But where is the 250mUSD jack up from keppel corp, I search through the sgx annoucement for last one year and  did not come across. 1Oct 2 x B class  jackup rig from clearwater at 440mUSD ==> 220m per jack up 2Aug 1 x B class jackup rig  from parden holding at 206mUSD 15Jul 1 x B class jackup rig  from mexican drilling company at  206mUSD 3Jul 1 x B class jackup rig  from PVDO at 210mUSD 15Apr 1 x B class jackup rig  from FELS at 226mUSD 9 Apr 1 x B class jackup rig  from Ensco at 225mUSD 28 Mar 4 x B class jackup rig  from mexican drilling company at 820mUSD, ==> 205mUSD per jackup rig 27 Feb 1 x B class jackup and 2 x submissible upgrade from start drilling at 300mUSD, thus jackup price unknown. 12 Dec 2 x B class jackup from mexican drilling at 420mUSD ==> 210mUSD per jackup rig
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cheongsl Master	06-Oct-2013 11:43        cheongsl About Contact  Quote this Post!
x 0   x 0  Alert Admin	I am not too sure why you so pro Cosco but against Yang Zi Jiang in the information you release, may be you have shorted Yang Zi Jiang and buy Cosco. eg. You talk about the Rig order of Cosco you talk about submissible rig order of 200mUSD, but forget the order announce on 1 Aug 2013 in SGX for Jack up rig by Cosco which is also 170mUSD, why a 170mUSD in Cosco is so promissing and for Yang Zi Jiang become doing charity, isn't that double standard?   Hawkeye      ( Date: 06-Oct-2013 10:13) Posted: No need for all these, we are here to share our views and findings. Do you due diligence. I am out of Yangzijiang once Yu Kebing sold his shares. If you think Yangzijiang is so good then continue with your investments. Which Yangzijiang in my view is still a good investment but this Counter is a Controlled since 2009. I followed Yangzijiang trading pattern by the minute most of the time. So be careful. Cosco in my view is a better investment than Yangzijiang - that's my decision and it had so much better margin to earn money. As Ren Yuanlin said 2014 is a tough year for Yangzijiang and better for 2015 with property earnings,  but 2014 and 2015 is a good year for Cosco since there are about 2.8billion orders to be delivered and 2.4billion. frozentouch      ( Date: 06-Oct-2013 01:52) Posted: Cheongsl: Thanks for the valuable lesson. Appreciate it! Hawkeye: What u have mentioned borders on rumours since what you have stated are mostly your views without hard evidence. I suggest you back them up with solid references. You may have the view that COSCO is in better shape and you are entitled to them. But please  do not post one sided information that will harm others who rely on them. If Cheongsl has refuted your statements, why not provide a counter instead of trying to open a new salvo at YSJ? Finally, your statement that the management of YZJ is ramping up orders so that Yu Kebing can sell his share may attract lawsuits to you for defamation. Mind your words please.
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Hawkeye Veteran	06-Oct-2013 10:13        Hawkeye About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	No need for all these, we are here to share our views and findings. Do you due diligence. I am out of Yangzijiang once Yu Kebing sold his shares. If you think Yangzijiang is so good then continue with your investments. Which Yangzijiang in my view is still a good investment but this Counter is a Controlled since 2009. I followed Yangzijiang trading pattern by the minute most of the time. So be careful. Cosco in my view is a better investment than Yangzijiang - that's my decision and it had so much better margin to earn money. As Ren Yuanlin said 2014 is a tough year for Yangzijiang and better for 2015 with property earnings,  but 2014 and 2015 is a good year for Cosco since there are about 2.8billion orders to be delivered and 2.4billion. frozentouch      ( Date: 06-Oct-2013 01:52) Posted: Cheongsl: Thanks for the valuable lesson. Appreciate it! Hawkeye: What u have mentioned borders on rumours since what you have stated are mostly your views without hard evidence. I suggest you back them up with solid references. You may have the view that COSCO is in better shape and you are entitled to them. But please  do not post one sided information that will harm others who rely on them. If Cheongsl has refuted your statements, why not provide a counter instead of trying to open a new salvo at YSJ? Finally, your statement that the management of YZJ is ramping up orders so that Yu Kebing can sell his share may attract lawsuits to you for defamation. Mind your words please.
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frozentouch Member	06-Oct-2013 01:52        frozentouch About Contact  Quote this Post!
x 0   x 0  Alert Admin	Cheongsl: Thanks for the valuable lesson. Appreciate it! Hawkeye: What u have mentioned borders on rumours since what you have stated are mostly your views without hard evidence. I suggest you back them up with solid references. You may have the view that COSCO is in better shape and you are entitled to them. But please  do not post one sided information that will harm others who rely on them. If Cheongsl has refuted your statements, why not provide a counter instead of trying to open a new salvo at YSJ? Finally, your statement that the management of YZJ is ramping up orders so that Yu Kebing can sell his share may attract lawsuits to you for defamation. Mind your words please.
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Oldbird Senior	05-Oct-2013 18:14        Oldbird About Contact  Quote this Post!
x 0   x 0  Alert Admin	Bro Hawkeye I do not have this kind of non public imformation : ?recent run up is due to management support to ramp up the share price so that CEO Yu Kebing can sell his share at better price? I only know the current CEO is mr Ren Yuanlin. Mr Yu was probably the partner earlier . Hawkeye      ( Date: 05-Oct-2013 11:37) Posted: Yangzijiang had just begun to take in orders with Marginal Profit to make up for its market share. Their earnings will reflect in 2014 and into 2015 will see profit margin dropped mayby slightly better than cosco but the fact is all the Orders secured this year was reduce by min 10% to 15%. Recent run up is due to Management support to ramp up stock price so that the CEO Yu Kebing can sell his share at a better price.   Now Cosco orders looks much better than Yangzijiang. This expected, Yangzijiang need orders even at breakeven so that China can keep them as a primary shipyard and not dropped Yangzijiang off like the rest of the Shipyards. Yangzijiang need orders to keep its Shipyard going and workers busy or loose market share. You really believe Yangzijiang is so much better than the rest of the Chinese shipyards. better but not that much. Still in shit. Yangzijiang apple looks like come from the hills of Bukit Timah the size of grape fruit. Sorry to open the can of worms. Oldbird      ( Date: 05-Oct-2013 09:54) Posted: You are like a pro. friend. I rate company from general business point of view, if a company can pull through in a extremely difficult period with only some reduction in net profit , we got to give it a thumb up ! A lots of companies will probably close shop ,in the red or substantially plunge in net profit... Company consistanly give good dividend will see it share price being reflected
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