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DJ MARKET TALK: New QDII Funds To Boost S-Shares-Merrill Lynch



0439 GMT [Dow Jones] Merrill Lynch expects the expansion of China's QDII funds to boost interest in Singapore-listed Chinese companies, or S-shares. "We expect more QDII funds to be launched in the near future, which will further escalate interest in S-shares given their cheaper valuation compared to A-shares and Hong Kong-listed Chinese equities," broker says in note. Adds plans afoot to require newly launched QDII funds to invest not more than 30% of assets in single market; would force funds to look beyond Hong Kong, possibly meaning they invest more in Singapore. Tips large, liquid S-shares to be main focus for QDII funds; broker's in house S-share index ranks Cosco (F83.SG), Yangzijiang (BS6.SG) and Yanlord (Z25.SG) as biggest three S-shares by market cap. (KIG)

 

this will be index counter come jan 08, time to accumulate.

 

great to c tat this counter is edgin north..

 

Cheers.. Vested

 

Dude, my analysis is for your references only.

TA makes no sense... hmmm imo, the first thing you should know is the trend and analysis according to the trend.

Imo again, trends are all very short lasting now. Anyway 'm still learning.

Don't buy because people buy.

 

thanks for sharing ur TA, good for newbie like me......but look like this kind of market TA make no sense....i already give up after try to do my own analysis...... :P

vested in YZJ..hopefully it go according to ur TA :)
 

 

Hi people. Though I'm vested in this counter but I do hope my opinions are not biased. Do let me know how you feel about my analysis by leaving some comments!

www.bear-analysis.blogspot.com

 

Thanks!

 

Not tat i heard of any such news.. but i do hope it's true.. anyway.. tis week volume seem promising.. and i hope by Jan.. it could prove to b a good counter for wat i believe for months..

 

 

Today's rebound off the support of $1.86 seems good as it was done with heavy volume. Furthermore, RSI is showing bullish divergence. U can take a look at the updated chart @ here

Although i dun buy on news, I heard they were awarded some big contract on national TV right ? :D If that's the case, it may gap up on Monday.


 

 

Yangzijiang although volatile is a good business to start accumulate at $1.80

Next year, hopefully, another new China shipbuilder "New Century" may come to list in Singapore. If it happened, that would be a welcome coup for the Singapore market in 2008. (For info, New Century is possibly ranked 3rd largest shipbuilder in China - ahead of Cosco and Yangzijiang.)

 

 

The Board of Directors of the Company (the ?Board?) is pleased to announce that its
subsidiary, Jiangsu New Yangzi Shipbuilding Co., Ltd. (江苏新杨子造船有限公司), has on 18
December 2007 signed a preliminary contract with Cosco Container Lines to build twenty
4,250 TEU containerships (including options for 4 ships) worth US$1.36 billion. The
containerships are to be delivered between August 2011 and June 2012.
COSCO is one of China?s leading diversified service company focusing mainly on shipping
and modern logistics businesses.
The Board will make an announcement on the signing of the actual shipbuilding contract in
due course.
The contract will not have a significant impact on the earnings of the Group for the financial
year ending 31 December 2007.
Save for their respective shareholdings in the Company, none of the directors or controlling
shareholders of the Company has any interest, direct or indirect, in the Contracts.
UBS AG, acting through its business group, UBS Investment Bank, acted as the Global Coordinator
and Sole Bookrunner for the initial public offering of the shares of the Company.
By order of the Board

 

maybe telling u this is a good holding stocks lei?

 

Fishy.. : buying so much over these period when market is down..., and never sell...

 

 

>> PART I

1.

Date of notice to issuer *

11-12-2007

2.

Name of Substantial Shareholder *

FMR LLC on behalf of the managed accounts of its direct and indirect subsidiaries & Fidelity Int'l Ltd. on behalf of the managed accounts of its direct and indirect subsidiaries.

3.	Please tick one or more appropriate box(es): *
	Notice of a Change in the Percentage Level of a Substantial Shareholder's Interest or Cessation of Interest. [Please complete Part III and IV]

>> PART II

1.

Date of change of [Select Option]

2.

Name of Registered Holder

3.	Circumstance(s) giving rise to the interest or change in interest	[Select Option]
	# Please specify details

4.	Information relating to shares held in the name of the Registered Holder
	No. of [Select Option] held before the change   As a percentage of issued share capital %   No. of N.A. which are subject of this notice   As a percentage of issued share capital %   Amount of consideration (excluding brokerage and stamp duties) per share paid or received     No. of N.A. held after the change   As a percentage of issued share capital %

>> PART III

1.

Date of change of Interest

05-12-2007

2.

The change in the percentage level

From 5.00 % To 6.04 %

3.	Circumstance(s) giving rise to the interest or change in interest	Open Market Purchase
	# Please specify details

4.

A statement of whether the change in the percentage level is the result of a transaction or a series of transactions:

The change in the percentage level is the result of a series of transactions between 9 August 2007 and 5 December 2007.

 

one more thing, although Yanlord and Yangzhijiang(as well as sembmarine) might go in Tandem together for the down trend, be careful if this guideline / cycle is cleverly not followed by big brothers / insitutional players... Cheers.. 

 

The report might be true, but it may be luring others to buy so that BB / insitutional players can sell down...

Let people sell if they want to... Eventually, those who can hold will benefit... :))

Anyay, China correction waves and subprime coming to end as people / nations are prepared liao and market had corrected for 30-100% on certain stocks, although growth might be slow

Worldwide year end rally that is not coming should start anytime soon, especially towards end Dec where fund managers are back from holiday...