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Topspin70
    31-Jul-2013 17:15  
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Looks like your analysis proving to be true, Rosesyrup.  

Rosesyrup      ( Date: 18-Jul-2013 18:26) Posted:

It Is Almost A Dead End Anyway

Possibility 1==> > Never Win

Share price straight away go down to test $0.30. Might stuck there for another few years due to:

1) Singapore property market cooling down

2)SG Gov revamping construction industry to improve efficient ==> > A tough and costly process that is going to cause a number of construction firms to fail

3) A lack of development opportunity in SE-Asia in the short run (1-2 years), as fund flow back to developed countries in seek of temporily better risk-return ratio. Less supply of fund=> higher interest rate=> projects become more expensive and thus less often.

Possibility 2 ==> > Win

Risky deal as Myanmar's quest for Democracy is a going to be a very rocky one. 2 signifcant risk factors that could jeopardies Myanmar's determination:



In the short run (1-2years), the exit of fund from Asia is going to cause some diruptions in the Asia's economies and might lead to more serious threats- depreciation of asia currencies, flight of captial. Simply put, 1997 Aisa currency crisis might repeat itself. To fend off the potential currency attack, developing nations like Indonesia and Phillipine have been working hard to input measures ever since the start of first Fed's QE. However this is not true for Myanmar, which has been recieving much attentions and FDI in the recent years. Thus Myanmar, in my opinion has high risk of suffering economic failure in the event of fund flowing out from Asia. The resulting economy hardship would damage Myanmar's determination toward democracy.

In the longer run (3 years and above), there is still a risk that democracy might be stopped due to politcal pressures from the local rich and powerful groups. Myanmar has been too quick in opening up its economy and trade. Economic theories told us that trade lead to reallocation of resources(wealth) and power among different group in the country- in this case, wealth flow from rich to the poor. With this, we can foresee the richs in Myanmar will quickly lose their interest. Meanwhile the interest-group theory forecast that the few rich people in the country will benefit at the expense of the many poor in the country. Thus this give rise to the risk that the riches might pressure the government to give up democracy and the riches will most like get their way. Do remember that true power still lie with the military at this point in time.

The above mentioned 2 risks would threaten Myanmar's quest for democarcy and Yongnam project. Should the country gave up and return to its previous state, Yongnam's property in the country would most probably be nationalised or fail to recieve payment for the project.

Due to these reasons, I deemed Yongnam's prospects as bleak and divested it a couple of days ago. Just sharing my view here, email me rosesyrup123@yahoo.com if you have something to share with me. Thanks.

 

Author: Rosesyrup

 

 


 
 
Topspin70
    26-Jul-2013 16:40  
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Yongnam fell fast today. What happened? No news also so bad?
 
 
donperry
    26-Jul-2013 16:37  
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looking bleak.., share seems lethargic or other hand no news is good news.
 

 
Rosesyrup
    18-Jul-2013 18:26  
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It Is Almost A Dead End Anyway

Possibility 1==> > Never Win

Share price straight away go down to test $0.30. Might stuck there for another few years due to:

1) Singapore property market cooling down

2)SG Gov revamping construction industry to improve efficient ==> > A tough and costly process that is going to cause a number of construction firms to fail

3) A lack of development opportunity in SE-Asia in the short run (1-2 years), as fund flow back to developed countries in seek of temporily better risk-return ratio. Less supply of fund=> higher interest rate=> projects become more expensive and thus less often.

Possibility 2 ==> > Win

Risky deal as Myanmar's quest for Democracy is a going to be a very rocky one. 2 signifcant risk factors that could jeopardies Myanmar's determination:



In the short run (1-2years), the exit of fund from Asia is going to cause some diruptions in the Asia's economies and might lead to more serious threats- depreciation of asia currencies, flight of captial. Simply put, 1997 Aisa currency crisis might repeat itself. To fend off the potential currency attack, developing nations like Indonesia and Phillipine have been working hard to input measures ever since the start of first Fed's QE. However this is not true for Myanmar, which has been recieving much attentions and FDI in the recent years. Thus Myanmar, in my opinion has high risk of suffering economic failure in the event of fund flowing out from Asia. The resulting economy hardship would damage Myanmar's determination toward democracy.

In the longer run (3 years and above), there is still a risk that democracy might be stopped due to politcal pressures from the local rich and powerful groups. Myanmar has been too quick in opening up its economy and trade. Economic theories told us that trade lead to reallocation of resources(wealth) and power among different group in the country- in this case, wealth flow from rich to the poor. With this, we can foresee the richs in Myanmar will quickly lose their interest. Meanwhile the interest-group theory forecast that the few rich people in the country will benefit at the expense of the many poor in the country. Thus this give rise to the risk that the riches might pressure the government to give up democracy and the riches will most like get their way. Do remember that true power still lie with the military at this point in time.

The above mentioned 2 risks would threaten Myanmar's quest for democarcy and Yongnam project. Should the country gave up and return to its previous state, Yongnam's property in the country would most probably be nationalised or fail to recieve payment for the project.

Due to these reasons, I deemed Yongnam's prospects as bleak and divested it a couple of days ago. Just sharing my view here, email me rosesyrup123@yahoo.com if you have something to share with me. Thanks.

 

Author: Rosesyrup

 

 

 
 
donperry
    17-Jul-2013 11:07  
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strongly feel yongnam is in or lol could be vested and am greedy as an investor..whatever its a good company would not fall much if it fails to bag the contract in my opinion. 
 
 
ozone2002
    16-Jul-2013 13:42  
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there's still competition  from Incheon airport that pipped Changi airport to the title of best airport..
 

 
StewardLittle
    16-Jul-2013 13:34  
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Results will be out end July.. Still waiting..

 

High chance YNH will get it. Yongnam is partnering with Changi Airport Planners and Engineers (CAPE) and JGC Corporation (Jap) 

It is worth nothing that Myanmar has been ruled by a closed regime for 

many years. Japan and Singapore has traditionally been friendly with 

Myanmar on a government level, with the former being a substantial 

disburser of foreign aid. Amongst the bidding consortiums, Yongnam’s 

is the only with both Japanese and Singapore elements.
 
 
Cheers
    16-Jul-2013 09:55  
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Good stock, good fundamental n good return.
Yongnam go,go,go, c u at 0.4!:)
 
 
Cheers
    15-Jul-2013 09:38  
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Vested .waiting for 💰 💴 💵 😄
 
 
StewardLittle
    10-Jul-2013 14:23  
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If yongnam wins the airport tender, share price 35c ---> 40c?

If never win 35c ---> 28c? 
 

 
StewardLittle
    10-Jul-2013 12:36  
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When will the announcement date be out? 

Who is buying yongnam as a bet on the airport contract?
 
 
donperry
    09-Jul-2013 16:05  
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looks in yongnam favour...:)
 
 
Cheers
    09-Jul-2013 15:23  
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Will yongnam win the mynamar 1 billion dollar airport contract?
Finalising in July .💰 🍷 😄
 
 
ozone2002
    05-Jul-2013 08:41  
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i have a strong feeling it will go to Incheon (Korea) they have been voted best airport consistently, beating Changi many times over..

gd luck dyodd
 
 
EddieLeong
    05-Jul-2013 08:29  
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http://www.ttrweekly.com/site/2013/07/myanmar-to-build-new-airport-2/

Four companies   had submitted proposals for the contract 

Incheon Airport Consortium,

Yongram-CAPE-JGC Consortium,

Vinci Airport (France)

Taisei Corporation 

 

Who will prevail?  

Ingiro      ( Date: 03-Jul-2013 14:49) Posted:

Finalising in July, not sure exactly which day. Currently have 4 bidders for 1 billion dollars new airport.

 

 
Ingiro
    03-Jul-2013 14:49  
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Finalising in July, not sure exactly which day. Currently have 4 bidders for 1 billion dollars new airport.
 
 
donperry
    03-Jul-2013 14:27  
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what happen to airport contracts thought news will be out end june...already july! vested hoping some movement as resistance is at 34c it seems. 
 
 
ruready
    28-Jun-2013 14:36  
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This one also give up Liao 0.345cts,,,will test 33ctd? ? cheap can be more cheap ,,,I dare not to buy Liao,,,up not follow but down one by
 
 
ruready
    26-Jun-2013 11:34  
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anynesa yn,,,
 
 
EddieLeong
    25-Jun-2013 22:38  
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Look like more good news are coming up. :)
Vested

teeth53      ( Date: 25-Jun-2013 22:34) Posted:

Yongnam secures HK$166 million (S$27 million) subcontracts in Hong Kong   

 
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