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me too. to be honest the 1st quarter should see the money coming in. anyway this counter have fundamental unlike other counters. So short term paper lost is alright for me.
2014-2016 will be something to look forward for.
hope the reform in china will help to attract more foreign investment at chong qing. the current composition of foreign investment is quite small according to the report.
Residential property is immediate earning, commercial property is slow and constant inflow for the property developer. Each have it's good and bad, but I am looking forward for the international plaza contribution for next quarter.
Libin85 ( Date: 20-Nov-2013 21:43) Posted:
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Because of the little residential component within Yingli's portfolio. With the curb to bring down prices of residential property, yingli isn't gonna to be affected much.
I prefer commercial property as compared to residential and resort/hotel.
Look at capital land u will know why. They are earning on their commercial property and losing on those hotel etc.
Why you like the Sanya wan project?
If you think that it is in Hainan Sanya, then it is wrong, it is still in Chong Qing. As Ying Li development all are located in Chong Qing, that is their focus.
Libin85 ( Date: 19-Nov-2013 18:41) Posted:
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read the report released on 14nov13. Doesnt looks too bad and like you said, the revenue will only materialize on Q4. I like their ying li 3.0 especially the San Ya Wan project. Should see rebound within the next 2 mths. My guess is 7cents upside from current 405.
Can see many selling down this counter which makes it cheaper to collect. Hope my guess is right because i seldom include property counter in my port...haha
Look like the international plaza contribution will only come in Q4 revenue, currently is already middle of Q4 that is why the director can confidently say in the report " expect the group to remain profitable for the whole year 2013" .
As shown in the presentation slide the Block 3& 4 will only recognised the revenue in Q4 and it is already 99.2% and 99.8% sold. And also contribution to the rental is the International plaza mall which will be open by Q4, and currently 71.9% rented out.
Ying Li is currently in oversold, we shall see a rebound soon, lets watch.
Had been dropping lately.........fundamental should be good...perhaps by the 3 counters lately...
chong qing city average property price is out for october, the price is 7689/m2 on average, compare to september is an increase of $80/m2.This is the continous rise from Feb 2012. Thus a continous increase for 19months.
Yes it should be long terms investment not for short term.
Libin85 ( Date: 01-Nov-2013 02:43) Posted:
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Have been accumulating as the main focus of this counter is in the city of Chongqing, which is the world biggest metropolis having population of around 34millions, and it is one of the four metropolis that is under the direct control of China government beside Beijing, Tianjin, Shanghai, thus expect the prospect of the future development to be good.
Just take a look at the price of the property it is continously rising, and with the new international plaza completion which is at the CBD area of chongqing which will expect the rental contribution to come in more. Last quarter there are some one of expenses that cause the profit to be negative, thus this create the sell pressure suitable for accumulating. :)
This is just my personal view.
| æ??份 | æ ·æ?¬å¹³å??ä»·æ ¼ï¼?å??/å¹³æ?¹ç±³ï¼? | ç?¯æ¯?涨è·?(%) | å??æ¯?涨è·?(%) |
|---|---|---|---|
| 2013å¹´09æ?? | 7609 | 0.72 | 7.00 |
| 2013å¹´08æ?? | 7555 | 0.31 | 6.35 |
| 2013å¹´07æ?? | 7532 | 0.84 | 7.02 |
| 2013å¹´06æ?? | 7469 | 0.70 | 8.28 |
| 2013å¹´05æ?? | 7417 | 0.75 | 7.88 |
| 2013å¹´04æ?? | 7362 | 1.39 | 7.08 |
| 2013å¹´03æ?? | 7261 | 0.69 | 5.61 |
| 2013å¹´02æ?? | 7211 | 0.08 | 5.32 |
| 2013å¹´01æ?? | 7205 | 0.04 | 5.23 |
| 2012å¹´12æ?? | 7202 | 0.42 | 5.20 |
Libin85 ( Date: 01-Nov-2013 00:07) Posted:
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have been monitoring this counter, vol quite low and daily trading vol for the past 2 weeks are not even 50% of the average traded vol. Support at 415 got broke today and might be facing some downside. However in the long term should be worth investing. At least there is some fundamental in this coy, performance shouldnt be too bad.
I eyed this one very long already, but still choose not to enter yet cause still have to wait for at least another 5-6 months for it move.
Libin85 ( Date: 01-Nov-2013 00:07) Posted:
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started accumulating...
Waiting for international plaza to bring in the rental income to further boost up the revenue.
jamesng ( Date: 26-Oct-2013 12:51) Posted:
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Has been a long time, think time for this stock to move up when RNAV increases further......
Finally - started to move haha
not much coverage on this counter and the vol is 50% below average. anyone vested ?
thanks for posting but this report out abt 2 weeks back....hmmm wat could have caused the sudden surge in trading vol?
UOBKH maintained their bullish outlook.
Ying Li Intl? Real Estate (YINGLI SP, 5DM) ? Growth trajectory in Chongqing still intact (BUY/Target: S$0.64)
The Chinese government remains committed to develop Chongqing into an important economic zone in inner China. While there are concerns over China?s slowing growth, the city remains on a growth trajectory. All economic indicators bode well for the demand for Ying Li?s commercial and office properties. Ying Li has collected close to Rmb1b in pre-sales from Ying Li International Plaza and the retail mall has also secured 64% of contracted leases. The SSE Property Index has risen 21% since August. Investors have remained bullish amid no news of further property tightening measures. Without this regulatory headwind, we believe the discount between share price and RNAV of Chinese developers should narrow.
Maintain BUY and target price of S$0.64, pegged at a 23.5% discount to our RNAV/share. Technically, the stock appears to be well supported near S$0.385 and may break above S$0.44 to retest S$0.52.