Yanlord Land    Last:0.71    +0.005

Lord of China Prop

Don't whack all 60k in 1 buy. Split into 3 or 4 buys.

 

wa loaded with bullets..wait and be bargain hunter!

edwinteo      ( Date: 29-Jan-2011 01:36) Posted: haiz..thats good...so stressful in singapore...so many other burden.. bh704428      ( Date: 29-Jan-2011 00:17) Posted: By when roughly, u guys think china's property cooling measures will have ceased? My broker say his guess is by April this year.......what do u guys think?     Me currently vested 6 lots yanlord at average 1.65 and some other stocks. I still have about 85K idle cash but I'm willing to use about only another $60K to buy stocks., I just prefer to put e remaining $25K in FD and banks in case of I need urgent money. But currently I have no family financial burden. I'm actually very tempted to plough in all my this $60K to buy yanlord on Mon if it were to drop further, what do u guys think?

 

yes, the price is v tempting nw. but how long more does china going to introduce another cooling measure? does yanlord have any upcoming project?

 

haiz..thats good...so stressful in singapore...so many other burden..

bh704428      ( Date: 29-Jan-2011 00:17) Posted: By when roughly, u guys think china's property cooling measures will have ceased? My broker say his guess is by April this year.......what do u guys think?     Me currently vested 6 lots yanlord at average 1.65 and some other stocks. I still have about 85K idle cash but I'm willing to use about only another $60K to buy stocks., I just prefer to put e remaining $25K in FD and banks in case of I need urgent money. But currently I have no family financial burden. I'm actually very tempted to plough in all my this $60K to buy yanlord on Mon if it were to drop further, what do u guys think?

 

me vested 8 lots and I don't mind holding for long-term.

But frankly yanlord is an S-chip, honestly do u guys think yanlord may be possible to one day get suspended like some other s-chips??

 

I think there will continue to be cooling measures until the mass market housing has gone down to affordable prices. Yanlord is in the luxury residential tier and caters to the ultra rich group. This group has crazy lot of $$ and they can more than afford it even with all the cooling measures. I think Yanlord will be among the least affected compared to other property developers. From what I can see among other quality stocks, Yanlord is probably the most worthwhile stock to buy at rock bottom price..

bh704428      ( Date: 29-Jan-2011 00:17) Posted: By when roughly, u guys think china's property cooling measures will have ceased? My broker say his guess is by April this year.......what do u guys think?     Me currently vested 6 lots yanlord at average 1.65 and some other stocks. I still have about 85K idle cash but I'm willing to use about only another $60K to buy stocks., I just prefer to put e remaining $25K in FD and banks in case of I need urgent money. But currently I have no family financial burden. I'm actually very tempted to plough in all my this $60K to buy yanlord on Mon if it were to drop further, what do u guys think?

 

By when roughly, u guys think china's property cooling measures will have ceased?

My broker say his guess is by April this year.......what do u guys think?

 

 

Me currently vested 6 lots yanlord at average 1.65 and some other stocks.

I still have about 85K idle cash but I'm willing to use about only another $60K to buy stocks., I just prefer to put e remaining $25K in FD and banks in case of I need urgent money. But currently I have no family financial burden.

I'm actually very tempted to plough in all my this $60K to buy yanlord on Mon if it were to drop further, what do u guys think?

 

And to shed some light on what I mean by excellent management...

http://www.sph.com.sg/pradmin/upload/SBA2010-TheBusinessmanoftheYearAward1.pdf

 

 

Let's put things into perspective...

Back in 2007, Yanlord actually was a $4 stock when its NAV was only $0.84 per share on earnings of $0.12 per share. People were willing to buy at this price, which is almost 5x NAV and 35x PE because of the strong management and growth prospects of the property market.

During the crisis. It did fell to an all time low of $0.55 which is, on hind side now, unreasonably low considering that the NAV had GONE UP to $1.02 with earnings remain roughly unchanged.

Within a matter of months, the stock price then rebounded more than 5x to $2.89 in Aug 2009 because ppl have regained confidence in the business prospects. It's NAV is $1.22 and its earnings has increased to $0.16 per share. What has this shown? It is a strong company that has withstood the crisis and as in fact been STEADILY INCREASING its profits and assets.

Then came the cooling measures, one after another. If you look at 9M10 financial statement, the profit margin of the company had not been affected much, and its NAV has grown further to $1.24. BUT THE PRICE HAD FALLEN BY ALMOST HALF TO $1.55!! It no longer makes any more sense because logically, this should mean that investors view future profits halving as well.

The management was just as competent as before.

For a healthy company with an excellent branding and with steadily increasing profits, I don't see why the price should drop by almost half just because of some cooling measures. AND THE PAST FEW MEASURES DIDN'T EVEN IMPACT THE COMPANY'S BOTTOMLINE MUCH!!!

If you put all these into perspective, you will see all this sell down reaction lately as pure madness and irrational. And you will know that if you buy now, it is going to be a good bargain.

Like what famous Warren Buffett always say, be greedy when others are fearful... and especially so when the fear is totally illogical.

bh704428      ( Date: 28-Jan-2011 18:03) Posted: actually , anyone knows wats the real reasons for yanlord to surge so high to 2.80ish in late july/early aug 2009? becos remembered in july/aug 2009 many blue chips/pennies/s-chips/STI were all still at quite low levels at that time.(altho aug 2009 of course still higher than that march 2009 lows but also many stocks still at much lower levels and still a  bit bearish at that time) So why yanlord tat time 3rd qtr 2009 can surge till 2.80? shweli      ( Date: 28-Jan-2011 16:34) Posted: 05 Aug 2009. 2.89

 

actually , anyone knows wats the real reasons for yanlord to surge so high to 2.80ish in late july/early aug 2009?

becos remembered in july/aug 2009 many blue chips/pennies/s-chips/STI were all still at quite low levels at that time.(altho aug 2009 of course still higher than that march 2009 lows but also many stocks still at much lower levels and still a  bit bearish at that time) So why yanlord tat time 3rd qtr 2009 can surge till 2.80?

shweli      ( Date: 28-Jan-2011 16:34) Posted: 05 Aug 2009. 2.89 bh704428      ( Date: 28-Jan-2011 16:25) Posted: which month exactly in 2009 did yanlord hit 2.80?

 

sounds old stock liao,  can't remember the price. 2.80 dollars seldom hear...

this one got three play

1) wingtai

2) yand lord

3) ho bee

i'm not in these plays, but many luv ho bee..

 

05 Aug 2009. 2.89

bh704428      ( Date: 28-Jan-2011 16:25) Posted: which month exactly in 2009 did yanlord hit 2.80?   shoemaker      ( Date: 28-Jan-2011 16:05) Posted: no idea bro.. maybe $3? it was $2.80 in mid '09 before all this cooling measure nonsense started. really depends how quickly ppl see the value in this stock and are convinced that the cooling measures don't have much impact on the profits. And all will start buying again and we the "pioneers" will be laughing our way to the bank.

 

which month exactly in 2009 did yanlord hit 2.80?

 

shoemaker      ( Date: 28-Jan-2011 16:05) Posted: no idea bro.. maybe $3? it was $2.80 in mid '09 before all this cooling measure nonsense started. really depends how quickly ppl see the value in this stock and are convinced that the cooling measures don't have much impact on the profits. And all will start buying again and we the "pioneers" will be laughing our way to the bank.. neutral      ( Date: 28-Jan-2011 15:58) Posted: what's yr own guess/estimation for yanlord's share price by jan 2012

 

So what's your current holdings and avg price for this counter?

neutral      ( Date: 28-Jan-2011 15:41) Posted: me curious too, what's yr average buy price for yr yanlord? Me vested too..... Looking to add too shoemaker      ( Date: 28-Jan-2011 14:41) Posted: just bought 5 more lots at $1.56. if add this it will be 27 lot

 

no idea bro.. maybe $3? it was $2.80 in mid '09 before all this cooling measure nonsense started. really depends how quickly ppl see the value in this stock and are convinced that the cooling measures don't have much impact on the profits. And all will start buying again and we the "pioneers" will be laughing our way to the bank..

neutral      ( Date: 28-Jan-2011 15:58) Posted: what's yr own guess/estimation for yanlord's share price by jan 2012? shoemaker      ( Date: 28-Jan-2011 15:52) Posted: Think you guys are more lucky than me. My average now is $1.68, so at 27 lots I'm bleeding $3k+... but I see that as bad luck and timing than anything else. Basically I've been following on this stock for a while and done my due diligence. I think this is a fantastic stock and I'm going in more if it dips lower. I'm really going in for the long term so I'm not that afraid of any temporary setbacks... There again that's just my thoughts, you guys DYODD. But if got any other bad news that you heard besides the latest cooling measures, I'll be all ears to hear them. Thanks... Wissh you guys all the best... Don't worry, be happy

 

I am also looking to enter at 1.52...

neutral      ( Date: 28-Jan-2011 15:38) Posted: I had queued since yesterday to buy 30 lots at 1.52.......... Looks like no chance of getting filled

 

what's yr own guess/estimation for yanlord's share price by jan 2012?

shoemaker      ( Date: 28-Jan-2011 15:52) Posted: Think you guys are more lucky than me. My average now is $1.68, so at 27 lots I'm bleeding $3k+... but I see that as bad luck and timing than anything else. Basically I've been following on this stock for a while and done my due diligence. I think this is a fantastic stock and I'm going in more if it dips lower. I'm really going in for the long term so I'm not that afraid of any temporary setbacks... There again that's just my thoughts, you guys DYODD. But if got any other bad news that you heard besides the latest cooling measures, I'll be all ears to hear them. Thanks... Wissh you guys all the best... Don't worry, be happy! neutral      ( Date: 28-Jan-2011 15:41) Posted: me curious too, what's yr average buy price for yr yanlord? Me vested too..... Looking to add too

 

i use CFD!!! sheet paying financial fee, dont care which i made or loss

shoemaker      ( Date: 28-Jan-2011 15:52) Posted: Think you guys are more lucky than me. My average now is $1.68, so at 27 lots I'm bleeding $3k+... but I see that as bad luck and timing than anything else. Basically I've been following on this stock for a while and done my due diligence. I think this is a fantastic stock and I'm going in more if it dips lower. I'm really going in for the long term so I'm not that afraid of any temporary setbacks... There again that's just my thoughts, you guys DYODD. But if got any other bad news that you heard besides the latest cooling measures, I'll be all ears to hear them. Thanks... Wissh you guys all the best... Don't worry, be happy! neutral      ( Date: 28-Jan-2011 15:41) Posted: me curious too, what's yr average buy price for yr yanlord? Me vested too..... Looking to add too

 

i see 1.55 as a short term rebound here.. generally still a dw trend stocks.. rem to take profit if rebound.. im nt gg in anymore.. kana stuck with others nw.. sian

 

Think you guys are more lucky than me. My average now is $1.68, so at 27 lots I'm bleeding $3k+... but I see that as bad luck and timing than anything else. Basically I've been following on this stock for a while and done my due diligence. I think this is a fantastic stock and I'm going in more if it dips lower. I'm really going in for the long term so I'm not that afraid of any temporary setbacks... There again that's just my thoughts, you guys DYODD. But if got any other bad news that you heard besides the latest cooling measures, I'll be all ears to hear them. Thanks... Wissh you guys all the best... Don't worry, be happy!

neutral      ( Date: 28-Jan-2011 15:41) Posted: me curious too, what's yr average buy price for yr yanlord? Me vested too..... Looking to add too shoemaker      ( Date: 28-Jan-2011 14:41) Posted: just bought 5 more lots at $1.56. if add this it will be 27 lot