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Yangzijiang Chart Updates Post Reply Rate topic
cheongsl Master	24-Dec-2012 17:26        cheongsl About Contact  Quote this Post!
x 0   x 0  Alert Admin	yup, price take time to reach. ILoveTehO      ( Date: 24-Dec-2012 14:54) Posted: Patience ... my friend  WallStreet3      ( Date: 24-Dec-2012 14:41) Posted: sold 18 lots @ $ 0.955 / Share. If $ 1 cannot reach, how to reach $1.37 ? : )
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neo8180 Member	24-Dec-2012 15:35        neo8180 About Contact  Quote this Post!
x 0   x 0  Alert Admin	supper low volume! holiday mood liao, can switch off monitor liao, come check again after X'mas!
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ILoveTehO Member	24-Dec-2012 14:54        ILoveTehO About Contact  Quote this Post!
x 1   x 0  Alert Admin	Patience ... my friend  WallStreet3      ( Date: 24-Dec-2012 14:41) Posted: sold 18 lots @ $ 0.955 / Share. If $ 1 cannot reach, how to reach $1.37 ? : )
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WallStreet3 Member	24-Dec-2012 14:41        WallStreet3 About Contact  Quote this Post!
x 0   x 0  Alert Admin	sold 18 lots @ $ 0.955 / Share. If $ 1 cannot reach, how to reach $1.37 ? : )
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cheongsl Master	24-Dec-2012 11:19        cheongsl About Contact  Quote this Post!
x 0   x 0  Alert Admin	If this can sucessful breakout current resistance, next observing target will be around $1.37.
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cheongsl Master	23-Dec-2012 08:45        cheongsl About Contact  Quote this Post!
x 0   x 0  Alert Admin	As posed earlier, the performance have been improving for the year, even after crises, thus when the shipping demand pickup, it will be expecting the company EPS to become even more cheap if the price of the shares does not move up much. cheongsl      ( Date: 17-Dec-2012 18:12) Posted: Vest in this also, as the highest price for this counter is $2.76 in 2007. And the financial result is also consistance and continue to improved. Although for this year it only have 9M result release the annual report which is supposed to release next year will be expecting consistance with the pass few years which is increasing. The charting also show the breaking, and reversal is expected. Thus vest for long terms as expected to see true value in long terms.   Yangzijiang 9M2012 31/12/11 31/12/10 31/12/09 31/12/08 31/12/07 31/12/06 CNY(m) CNY(m) CNY(m) CNY(m) CNY(m) CNY(m) CNY(m) Total Revenue 11,235.79 15,705.83 13,558.18 10,623.64 7,359.10 3,855.49 2,324.98 Net Income Before Taxes 3,434.18 4,998.48 3,629.41 2,549.55 1,699.86 990.42 518.86 Net Income 2,747.68 3,976.60 2,955.34 2,289.95 1,579.76 869.51 454.34 Diluted Normalized EPS 0.72 1.17 0.8 0.63 0.45 0.28 0.14
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cheongsl Master	23-Dec-2012 08:39        cheongsl About Contact  Quote this Post!
x 0   x 0  Alert Admin	This is for the long terms investment. This is after the china property market, and currently the second region that I have look into. Reason for the picking of ship builders in China, as they have decline more then other counter, like Semb marine, Keppel corp etc. actually their price when up quite alot compare to the crises time. The counter like cosco, yangzijiang (both are also big company unlike some of the S-chip), actually when down quite alot  and now is expecting to be the lowest time. Refer to the  BDI and BCTI for the last 1 year you can see the bottoming and rising. (Graph extracted from FengHuang web)   The scarping industries of ship is red hot for the pass  few years  resulting  in steel metal price is so cheap, and ship building is also  doing badly. But both the company is performing good, but their share price is decreasing. Currently the steel price is climbing up slowly, as less recycle steel is coming to the market.  The BDI show that the shipping price is almost  reaching to 2002 time and we might be expecting something similar to 2003~2008 times high shipping price in near future as the old ship are scrape and very few new ship are being build. Thus, when the demand start to pick up, china GDP going up, US in recovery. The ship cannot cater for the demand, the price will increase and this will result in more ship going to be build. As interestingly recent order seems to come in and seems like the pickup is on the way. My preference of Yangzijiang as previously mention, they have a much higher profit margin then Cosco. Thus, if this pickup really happen, it price will be expected to improve by many times.
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cheongsl Master	21-Dec-2012 07:21        cheongsl About Contact  Quote this Post!
x 0   x 0  Alert Admin	Hi oldflyingfox, seems like we have another counter in common. oldflyingfox      ( Date: 21-Dec-2012 00:49) Posted: Look like moving to $1 soon...
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cheongsl Master	21-Dec-2012 07:06        cheongsl About Contact  Quote this Post!
x 0   x 0  Alert Admin	should be somewhere next week.
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oldflyingfox Master	21-Dec-2012 00:49        oldflyingfox About Contact  Quote this Post!
x 1   x 0  Alert Admin	Look like moving to $1 soon...
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Speeder Member	20-Dec-2012 22:59        Speeder About Contact  Quote this Post!
x 0   x 0  Alert Admin	All up? Did the stock price up soon?
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neo8180 Member	20-Dec-2012 22:53        neo8180 About Contact  Quote this Post!
x 0   x 0  Alert Admin	u don't need big font, it is iritating.
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WallStreet3 Member	20-Dec-2012 09:24        WallStreet3 About Contact  Quote this Post!
x 0   x 0  Alert Admin	YZJ VS (NOL + COSCO) MAIN DIFFERENCE IS YZJ NOT INTO RISKY SHIPPING BUSINESS. OIL PRICES GOES UP. FUEL PRICE GOES UP. MORE DIRECT IMPACT. YZJ HAS SOME PARTNERSHIP WITH QATAR GROUP? QATAR GROUP : ) WallStreet3      ( Date: 20-Dec-2012 09:17) Posted: IN SINGAPORE, IN HK, IN CHINA, IF YOU GO INTO PROPERTY BUSINESS, YOU ARE IN GOOD BUSINESS. LOOK AT SPH (MEDIA TO PROPERTY ALSO) . LOOK AT HO BEE VS LUM CHANG. LOOK AT 2ND CHANCE.  WallStreet3      ( Date: 20-Dec-2012 09:13) Posted: 1. cosco if it is good, Temasek will not divest a big % of it. 2. how much is cosco IPO price? how much is yzj ? how much is dividends of cosco vs yzj ? 3. yzj is exciting because it expands into property business. look at ho bee. property in wuxi. do u know how affluent is WUXI AREA? WHEN A BIG SHIPYARD LAND BECOMES A PRIME PROPERTY LANDBANK FOR RIVER VIEW CONDOS ...YOU DO THE MATHS
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WallStreet3 Member	20-Dec-2012 09:17        WallStreet3 About Contact  Quote this Post!
x 0   x 0  Alert Admin	IN SINGAPORE, IN HK, IN CHINA, IF YOU GO INTO PROPERTY BUSINESS, YOU ARE IN GOOD BUSINESS. LOOK AT SPH (MEDIA TO PROPERTY ALSO) . LOOK AT HO BEE VS LUM CHANG. LOOK AT 2ND CHANCE.  WallStreet3      ( Date: 20-Dec-2012 09:13) Posted: 1. cosco if it is good, Temasek will not divest a big % of it. 2. how much is cosco IPO price? how much is yzj ? how much is dividends of cosco vs yzj ? 3. yzj is exciting because it expands into property business. look at ho bee. property in wuxi. do u know how affluent is WUXI AREA? WHEN A BIG SHIPYARD LAND BECOMES A PRIME PROPERTY LANDBANK FOR RIVER VIEW CONDOS ...YOU DO THE MATHS  ruanlai      ( Date: 19-Dec-2012 15:37) Posted: COSCO Total Contracts won for 2012 till to dates are US$1205Millions
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WallStreet3 Member	20-Dec-2012 09:13        WallStreet3 About Contact  Quote this Post!
x 0   x 0  Alert Admin	1. cosco if it is good, Temasek will not divest a big % of it. 2. how much is cosco IPO price? how much is yzj ? how much is dividends of cosco vs yzj ? 3. yzj is exciting because it expands into property business. look at ho bee. property in wuxi. do u know how affluent is WUXI AREA? WHEN A BIG SHIPYARD LAND BECOMES A PRIME PROPERTY LANDBANK FOR RIVER VIEW CONDOS ...YOU DO THE MATHS  ruanlai      ( Date: 19-Dec-2012 15:37) Posted: COSCO Total Contracts won for 2012 till to dates are US$1205Millions
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cheongsl Master	19-Dec-2012 19:06        cheongsl About Contact  Quote this Post!
x 0   x 0  Alert Admin	Have you observe that Cosco profit margin compare to Yangzijiang, actually is very thin. Eg 9M for 2012, Cosco, cost of sales / turn over is 88.54%, but yangzijiang has a much better  performance of 68.99%, that is why it have been gowthing Cosco does not really see a stable growth although they are continously having bulk contract order as their profit margin seems low. But what can be true is both company are continuously getting order.
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cheerstan2002 Member	19-Dec-2012 18:21        cheerstan2002 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Well ... COSCO a lot of buying vol in the last few days .... well supported and buying up at .885  Good entry at .885 I got in at .895 although a little high ... but TA shows short rebound towards 0.94  http://www.sgtraderclub.com/2012/11/cosco-at-rebounce-in-sight.html Can consider .... Cheers ...  neo8180      ( Date: 19-Dec-2012 17:34) Posted: is ppl unloading yzj to buy cosco?!
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neo8180 Member	19-Dec-2012 17:34        neo8180 About Contact  Quote this Post!
x 0   x 0  Alert Admin	is ppl unloading yzj to buy cosco?!
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ronleech Master	19-Dec-2012 17:07        ronleech About Contact  Quote this Post! Style: Flexible   Mood: Yells: "Believe in yourself. Ride with the waves......"
x 0   x 0  Alert Admin	Strong support at 0.885 and last minutes take up after a handful is dumping it away for the day....
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Flyordie Veteran	19-Dec-2012 17:02        Flyordie About Contact  Quote this Post!   Mood: Yells: "Sifu, Online !!!! Sea Pek Urgent !!!!"
x 0   x 0  Alert Admin	Ya, look like... ronleech      ( Date: 19-Dec-2012 16:57) Posted: Looks like cosco is going for upgrade soon...
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