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jamesng
Care to join me tomorrow on YHM and otto marine, and maybe CCFH? These 3 look to be play up. I have got otto, YHM but not CCFH, will buy tomorrow.
as long as no nasty surprises, the only way to go is up as bae in chong qing cbd price is very low.....and growth there is very high.....
Time for this to go beyond 0.40, have been at this level for ages.
Result is out and performance quite good.
China property market in the move, the china property index have show upward trend. This counter should be beneficial for the trend.
Singapore OUE Mandarin bid for land in Chongqing total 1.74B RMB.....
Hopefully positive for Yingli since all their properties in Chongqing :)
http://bbs.classic023.com/thread-2531506-1-2.html
10月 15日 上 午 ， 号 称 “重 庆 陆 家 嘴 ”的 江 北 城 组 团 核 心 ， 占 地 面 积 43.69亩 的 A分 区 A13－ 1/05地 块 ， 经 过 35多 次 激 烈 举 牌 竞 价 之 后 ， 最 终 以 17.4亿 元 的 成 交 。 取 得 该 地 块 的 是 新 加 坡 OUE集 团 文 华 酒 店 。
据 介 绍 ， 该 地 块 毗 邻 江 北 嘴 zy公 园 ， 占 地 43.69亩 ， 总 建 筑 面 积 55万 平 方 米 ， 容 积 率 为 18.9， 建 筑 高 度 为 不 低 于 470米 ， 即 未 来 江 北 嘴 最 高 的 标 志 性 建 筑 ， 地 块 用 途 为 商 业 金 融 及 二 类 居 住 用 地 ， 起 拍 价 为 11亿 元 ， 楼 面 单 价 为 每 平 方 米 2000元 。
该 地 块 因 为 位 置 条 件 以 及 地 标 性 的 未 来 定 位 ， 自 挂 牌 公 示 之 日 起 即 颇 受 境 内 外 各 大 地 产 商 垂 青 和 关 注 ， 但 高 昂 的 保 证 金 也 为 竞 拍 设 置 了 不 小 的 门 槛 ， 尤 其 在 目 前 房 地 产 市 场 一 直 受 到 宏 观 政 策 调 控 打 压 下 ， 许 多 原 本 有 意 争 夺 的 地 产 企 业 却 因 窘 迫 的 资 金 问 题 而 不 得 不 忍 痛 放 弃 。
有
消 息 透 露 说 ， 本 次 该 地 块 的 竞 拍 于 15日 上 午 11时 举 行 ， 香 港 富 豪 酒 店 集 团 、 首 创 集 团 联 合 一 家 香 港 公 司 、 新 加 坡 OUE集 团 文 华 大 酒 店 共 3家 公 司 参 与 了 竞 拍 ，
加 价 幅 度 最 初 为 1000万 元 ， 之 后 因 为 竞 争 激 烈 而 改 为 2000万 元 ， 最 终 在 香 港 富 豪 酒 店 集 团 与 新 加 坡 OUE集 团 文 华 大 酒 店 之 间 展 开 了 激 烈 的 “搏 杀 ”。 经 过
35轮 持 续 争 夺 之 后 ， 最 终 新 加 坡 OUE集 团 文 华 大 酒 店 以 17.4亿 元 的 总 成 交 价 将 该 地 块 揽 入 怀 中 。 楼 盘 单 价 达 到 平 方 米 3164元 ， 溢 价 6.4亿 元 ， 溢 价 率
达 到 了 57.3%。
据 了 解 ， 该 项 目 将 打 造 成 为 113层 470米 高 的 重 庆 第 一 高 楼 ， 是 江 北 城 CBD核 心 ， 集 顶 级 购 物 中 心 、 甲 级 办 公 、 超 七 星 酒 店 、 行 政 公 寓 等 于 一 体 的 金 融 中 心 。 项 目 建 成 后 将 成 为 江 北 嘴 乃 至 重 庆 最 高 的 地 标 性 建 筑 。
据 悉 ， 新 加 坡 OUE集 团 文 华 酒 店 系 新 加 坡 商 业 巨 头 ， 此 番 投 资 重 庆 ， 必 将 打 造 继 北 城 天 街 之 后 的 又 一 顶 级 购 物 中 心 。 该 集 团 曾 开 发 运 营 有 ： 282米 高 的 新 加 坡 第 一 高 楼 “第 一 来 福 士 坊 ”； 乌 节 路 文 华 奢 侈 品 购 物 廊 更 是 蜚 声 国 际 ； 乌 节 路 Mandarin大 酒 店 拥 有 1050间 客 房 ， 屡 获 国 际 殊 荣 。
buy this might aS well buy yanlord
found this on chinese website http://cq.focus.cn/news/2012-10-09/2412167.html
according to the news, block 2 of yingli international plaza achieve more than 80% sell through during launch on 29 Sep 2012. 180 units sold within 60 mins!
vested and long on this stock....
英 利 国 际 广 场 1小 时 抢 完 180套 ， 开 盘 劲 销 80%
英 利 空 中 MORE， 空 中 财 富 席 卷 全 城 9月 29日 ， 英 利 空 中 MORE火 爆 开 盘 ， 继 3、 4、 5号 楼 、 B区 商 业 四 次 开 盘 、 四 次 热 销 之 后 ， 再 次 上 演 热 销 传 奇 ， 充 分 鉴 证 英 利 财 富 价 值 影 响 力 。 仅 1个 小 时 ， 劲 销 180套 ， 销 售 率 达 80%， 成 为 全 城 炙 手 可 热 的 焦 点 。
上 午 10点 整 ， 从 全 城 各 地 纷 纷 涌 入 的 500名 客 户 “严 阵 以 待 ”， 有 序 排 成 一 条 见 首 不 见 尾 的 长 龙 ， 当 工 作 人 员 正 式 宣 布 选 房 开 始 时 ， 激 动 的 客 户 有 序 “跑 步 ”
到 选 房 现 场 ， 唯 恐 落 后 他 人 ， 在 仅 有 的 2分 钟 内 ， 斩 钉 截 铁 的 选 定 心 仪 房 源 。 短 短 一 个 小 时 ， 销 控 表 上 一 片 飘 红 ， 整 个 “抢 房 ”过 程 怎 一 个 “震 撼 ”了 得 ！ 成 功 选 定
的 购 房 者 有 说 有 笑 地 回 到 等 候 区 ， 等 待 着 最 后 的 抽 奖 。 当 惊 喜 大 奖 被 一 位 购 房 者 抽 中 后 ， 现 场 喝 彩 不 断 ， 整 个 开 盘 氛 围 达 到 高 潮 。
“这 种 热 销 局 面 ， 其 实 是 意 料 之 中 的 。 ”某 知 情 人 士 如 是 介 绍 ， 英 利 空 中 MORE， 大 坪 CBD·35-49㎡ 多 功 能 投 资 自 用 物 业 ， 是 主 城 核 心 商 圈 罕 有 的 超 值
投 资 品 ， 也 是 继 英 利 “纽 约 ·纽 约 ”、 “未 来 国 际 ”之 后 的 又 一 财 富 新 坐 标 ； 首 付 12万 起 ， 投 入 少 回 报 高 ， 办 公 、 楼 宇 商 铺 、 自 住 ， 三 大 功 能 任 意 选 择 ， 而 且 直 达
地 铁 1号 线 、 轻 轨 2号 线 双 轨 道 换 乘 中 心 ， 汇 集 海 量 人 气 、 百 万 商 机 ， 更 加 凸 显 投 资 优 势 ， 首 期 房 源 有 限 ， 得 到 全 城 热 抢 理 所 当 然 。
据 悉 ， 英 利 空 中 MORE的 中 区 房 源 现 已 火 热 加 推 ， 抢 购 机 会 不 容 错 失 ！ 首 付 12万 起 超 低 门 槛 ， 抢 下 百 亿 商 圈 最 火 投 资 品 ！
unloaded for kopi$...felt strange so decided not to go long for now...fyi vickers bought it and they always recommend buy this...
Turnaround Remains Intact with Strong 2Q
Ying Li International Real Estate Ltd (Ying Li) announced a very positive set of 2Q FY12 results. PATMI hit RMB 39.6m versus RMB 5.5m in 1Q FY12 and a loss of RMB 16.7m in 2Q FY11. Growth was driven by organic top-line expansion. Revenue from the sale of properties and rental income rose by RMB 17.4m and RMB 6.9m respectively over 1Q FY12. We estimate that Ying Li still has some 40,000 sqm of IFC office space for sale or rent, thus providing the basis for sustainable revenue growth. Maintain Increase Exposure.
Ying Li International Plaza (YLIP):
Three phases of Ying Li’s next major project have already been launched and are on average about 75% sold. The first two phases are actually more than 90% sold. We expect the estimated YTD contracted presales of about RMB 530m to be recognized in FY13F. Two more phases will be launched over the next few quarters, including an office block. Office space is expected to fetch about RMB 15,000 per sqm based on recent comparable projects, while the residential units are believed to have been sold at about RMB 10,000 per sqm. On the whole, we are expecting the YLIP to contribute more than RMB 2bn of sales over FY13F and FY14F, with office units contributing about half of forecast income.
Positive Cash Flow in 2Q:
Ying Li reported positive net operating cash flow of RMB 58.2m in 2Q FY12. As mortgage applications usually take about three months to be approved, we estimate Ying Li will be receiving in 2H about RMB 300m from the YLIP units sold YTD. Taking into account receivables from the sale of IFC office units, Ying Li should be able to collect at least RMB 500m of cash in 2H. We remain optimistic that Ying Li will be able to refinance/ repay its convertible bonds redeemable in six months’ time via a mixture of bank borrowings and internal cash flow.
Forecasts Maintained:
We maintain our forecasts following Ying Li’s 2Q results. 1H revenue and gross profit came in at 35.4% and 40.1% of our full year forecasts. However, we expect Ying Li to sustain its revenue growth momentum with some lower margin investment property sales over the rest of the year. Thus, 2H revenue should be higher than that of 1H. Our FY12F PATMI of RMB 310.8m includes fair value gains that will be recognized in 4Q FY12. 1H EBIT was about 40% of our forecast. Therefore, we are of the view that our FY12F forecasts are still achievable at this juncture.
Project Updates and Results Overview
Ying Li International Plaza:
Phase 3 was launched in July 2012 with more than 65% of the units sold on launch day. Phase 1 and 2 are already more than 90% sold. Phase 4 and 5 will be launched next. The structure of Phase 1 and 2 have already been completed. The pace of construction is largely within our expectations.
Ying Li IFC Mall:
The IFC mall is already more than 86% leased out as at end 2Q. The opening of the supermarket will take place within 2H 2012, which will raise occupancy to more than 95%. However, the commencement of operations of both of the cinema and supermarket has been a little slower than we had expected. While the cinema is already open, full year rental income may be somewhat lower than forecast. However, we do not expect the impact to be material at this point in time and leave our figures unchanged.
Wu Yi Road:
Ying Li is still finalizing its plans for the Wu Yi Road project. The Wu Yi Road project is expected to only start contributing towards Ying Li’s financials in FY15F. We expect plans to be finalized within this year and that we will most likely have a clearer picture of the exact completion date then. For now, we do not foresee any substantial delay from our expectation.
Sanyawan Phase 2:
As mentioned in our previous update, Ying Li has cleared structures previously built on the site in preparation for development. Our impression is that this project remains a later priority behind YLIP and Wu Yi Road. We should hear more developments about this project over time. For now, this project remains rightfully in the planning stage.
Chongqing Economic Growth Unabated:
In spite of concerns about the China economy slowing down, Chongqing remains the fastest growing city in Western China, charting 14.0% year-on-year GDP growth in 1H 2012, versus 7.6% at the national level.1 The residential property market remains robust with the prices of newly constructed residential building growing by 0.3% over the last six months in spite of stringent government tightening policies. Given the strong GDP numbers, we believe that commercial property prices would have grown much faster in comparison. We note the persistent concerns about the Chinese economy and its property market. However, the latest data suggests that the Chongqing property prices are still growing at albeit modest rates.
We further highlight our previous observation that Ying Li’s projects have positive value propositions that indicate resilience. The Ying Li IFC for instance is currently still the only new international Grade A office within the Chongqing Jiefangbei CBD. As proof of the IFC’s status as a leading office block in Chongqing, its tenants include a blue chip portfolio of companies such as Capitaland, Deloitte Touche Tohmatsu and Taikang Insurance a major PRC insurer.
Our View: Figures 2 to 4 show Ying Li’s reported quarterly results from 3Q 2010 to 2Q 2012. 4Q 2011 revenue and gross profit were boosted by the completion of the Ying Li IFC. For the YLIP, revenue recognition will be less lumpy as it will be completed in phases. 4Q 2010 and 4Q 2011 PATMI were mainly boosted by fair value gains from the IFC retail mall and office units kept as investment properties.
However, our key point is that 2012’s revenue and profitability are substantially higher than that of 2011 and that Ying Li has reported three consecutive quarters of profit. Given the amount of inventory that Ying Li has available following the completion of the IFC and its ongoing pipeline, we believe that this performance can be sustained through 2012 to 2014.
Ying Li’s share price closed at S$0.320 on 24 August 2012. Back in our report dated 17 May 2012, Ying Li’s prior day close was S$0.255. We continue to maintain our valuation on Ying Li at S$0.865. We note that the SGD has appreciated slightly against the RMB as at the writing of this report versus our previous update. As the difference is only 1.05% (5.0817 versus 5.0288 previously), we do not view the change in the SGD RMB FX rate as material at the moment and do not factor in the stronger SGD into our valuation. We further hold the view that our expected upside potential of Ying Li is justified by the value of its properties, the turnaround in its performance and its future plans to unlock value via the development of land plots and the disposal/spin off of mature investment properties. We do not apply any discount to RNAV in our valuation of Ying Li.
source: SIAS
Simple the depression of property by gov is too strong. Its okie. Lid will burst sooner or later.
paul1688 ( Date: 15-Aug-2012 14:19) Posted:
| I am curious that the share price is still subdued today despite what was a good quarterly earnings report and a strong analyst endorsement by KE. The lull before a breakout? |
|
I am curious that the share price is still subdued today despite what was a good quarterly earnings report and a strong analyst endorsement by KE. The lull before a breakout?
go long to realize reit potential....2 yrs
By year end ..Santa might come early ....keke lol
| Name of Announcer * | YING LI INTL REAL ESTATE LTD |
| Company Registration No. | 199106356W |
| Announcement submitted on behalf of | YING LI INTL REAL ESTATE LTD |
| Announcement is submitted with respect to * | YING LI INTL REAL ESTATE LTD |
| Announcement is submitted by * | FANG MING |
| Designation * | CHAIRMAN & CHIEF EXECUTIVE OFFICER |
| Date & Time of Broadcast | 13-Aug-2012 18:12:02 |
| Announcement No. | 00145 |
| The details of the announcement start here ... |
| For the Financial Period Ended * | 30-06-2012 |
| Description | Please see attached. |
| Attachments |
Total size = 1691K
(2048K size limit recommended) | |
1H GP up 410%...NP turned profit from loss...undergoing projects up to 2015...to find out more, refer to sgx.com
im in this...
You are right punter.
Any stock is safe to bet, provided one bets at the right time...
To be safe, always bet short when it is rising and extremely bullish...
Buy only when it is extremely dumped. That is why a chart is very important...
As a betting tool, nothing can beat a stock chart... But please, for heaven's sake,
do not do TA (analysis with indicators) and expect to win...
ballball ( Date: 06-Aug-2012 10:54) Posted:
| Yingli (s-chip) safe to bet? i nvr try b4. |
|
Mr Ball, take a luk at its historic px...was over $1, kena whack...i think 08/09 season became pennies, -ve earnings so share px sold dwn...now P& L is gd...so shld be turnard...but i oso think if no +ve news the px nt much movement +/- 0.005 or 0.01...think was ard 28/285 region last mth...u c for yrslf | |
 x 0
 x 0 | Impressive presentation . I will take time to read it with thanks to u. |
