YZJ Shipbldg SGD    Last:2.2    -0.01

Cruising with the ship ..Yangzijiang

 

Sembcorp Marine - Upsized
The new integrated yard will sharpen SMMâ??s competitiveness in the long run.
The amalgamation of all ship repair and conversion work at this new yard will
free capacity and increase productivity for rig-building activities at the old
yards. During the shipyard tour for analysts today, we observed that all four
dry docks were occupied with repair work. We expect ship repair revenue to
increase by c.50% from S$642m in FY12 (c.14% of SMMâ??s revenue) to c.S$1bn
in FY14. There are no changes to our FY13-15 EPS and target price (14x CY14
P/E, 10% below the O& M industryâ??s mid-cycle). Maintain Outperform, with
catalysts from stronger margins and orders.
Property Devt & Invt - Ground checks suggest some price support

source : CIMB

 

gumsia many many !

warrenbegger      ( Date: 24-Sep-2013 22:26) Posted: That's why  :) warrenbegger      ( Date: 08-Jul-2013 23:32) Posted: I chose YZJ because of  PSY style 3P formula  :) PE Low (Share px is undervalue) Strong Order book (Market so bad still got orders coming in) Yield High (Almost every year got good dividend) *Company got  orders  one how to die? No  orders one then die sooner or later.. *Shipping sector is sinking for some times, the better one will stay afloat, the bad one will sink and drown. *But those that got orders one but  always report no  profit or dividend one, sure something wrong, be careful of that..

 

That's why  :)

warrenbegger      ( Date: 08-Jul-2013 23:32) Posted: I chose YZJ because of  PSY style 3P formula  :) PE Low (Share px is undervalue) Strong Order book (Market so bad still got orders coming in) Yield High (Almost every year got good dividend) *Company got  orders  one how to die? No  orders one then die sooner or later.. *Shipping sector is sinking for some times, the better one will stay afloat, the bad one will sink and drown. *But those that got orders one but  always report no  profit or dividend one, sure something wrong, be careful of that..

 

Hi all ,

I got a curious question.

To my understanding..YZJ is purely a 100% ship building company...

are they involve in any shipping activities like cosco or NOL? I am not very sure..

cos if they are only building ship...how come when BDI surge ,

YZJ chiong the most while NOL and COSCO who have shipping business and directly

impact with BDI chiong slower than YZJ?

 

 

Aiya, human is emotional creature. I sometime planned to sell the next day but ended up buying it instead. Let move on to focus on the stock and not the people.

Huat ah...

 

He sold already when he give some good "news" abt yzj getting 1.8bil per vessel. Now he want it to drop to buy again so these few day give all bad news. Go read his post u will know.

Bdi above 2000 liao!

Oldbird      ( Date: 24-Sep-2013 16:58) Posted: Why r u asking people to sell and you yourself r holding it for long term? ?! Will you sell ?? since you are calling people to run off? samson      ( Date: 24-Sep-2013 16:41) Posted: I'm long term player for this ship and cosco when Yangzijiang $.0.83 I have brough use both cash and cpf. 40 % cosco also Brough at $0.74  both cpf and cash 60 % will be still next year .

 

Tomr test 1.14

ascend88      ( Date: 24-Sep-2013 17:17) Posted: nice ...able to close at 1.115... :)

 

nice ...able to close at 1.115...

:)

 

what I mean is for short terms player .

if you are long terms player , then just don't worry.  return is very Good .

 

 

 

Why r u asking people to sell and you yourself r holding it for long term? ?!

Will you sell ?? since you are calling people to run off?

samson      ( Date: 24-Sep-2013 16:41) Posted: I'm long term player for this ship and cosco when Yangzijiang $.0.83 I have brough use both cash and cpf. 40 % cosco also Brough at $0.74  both cpf and cash 60 % will be still next year .

 

I'm long term player for this ship and cosco

when Yangzijiang $.0.83 I have brough use both cash and cpf. 40 %

cosco also Brough at $0.74  both cpf and cash 60 %

will be still next year .

 

 

Retails would have gone long time ago or never ever in at all for counter like YZJ..
Currently retails are happily playing penny no time for YZJ...
institution are buying probably for their long term holding betting on global economy recovery...
不 用 举 人 优 天 啦 ！

ascend88      ( Date: 24-Sep-2013 16:24) Posted: so have they eaten already ? samson      ( Date: 24-Sep-2013 16:13) Posted: ALL BB are connect. they when said in hokkien . eat ready. next they star push up .   and then they u truns sell back all back to small fish. they happy and go off .

 

so have they eaten already ?

samson      ( Date: 24-Sep-2013 16:13) Posted: ALL BB are connect. they when said in hokkien . eat ready. next they star push up .   and then they u truns sell back all back to small fish. they happy and go off .

 

ALL BB are connect.

they when said in hokkien . eat ready.

next they star push up .

  and then they u truns sell back all back to small fish.

they happy and go off .

 

 

 

Oh I guess correctly.

He also hinted in his post - sell now - when it falls buy   again :)

So he is trying to apply what he tell others.

So this tactic - asked to sell :)

want to pakart pakart - to push price down from profit taking....................

BUT really - Only BBs can influence the directtion :)

BUT can see he trying very hard hush and puff.................

Maybe it works a bit than up again hehe :) 

BUT I really looking to collect more but at this high - not much bullet to buy in more....................hope he can help :) 

 

when  Ezra  trading below $1 . BB post Good thing and ask your to buy in.

after $1.20 .. ocbc post downgrade  to sell . thenprice droping

 

 

Why, anything can happen and thus us only expected isn't it?

moneycow      ( Date: 24-Sep-2013 16:06) Posted: I am more worried about Ezra - up very extreme and down suddenly another............. If heart weak - get heart attack :)

 

I am more worried about Ezra - up very extreme and down suddenly another.............

If heart weak - get heart attack :) 

 

come on Sam....keep ur post and ur views lah...

BB not worry abt us small investor one lar...

unless u are also another BB on the opposite side. ?

 

 

samson      ( Date: 24-Sep-2013 16:02) Posted: sorry I shell not post this BB don't like to see . BB don't like me. but This is alway BB playing star..   Hope Today is reverse. breake $1.135 closeing.

 

I already informed few days ago...

from one moment all positive news...

after that paste all the negative rumours...

thats why intention we dunno LOL

moneycow      ( Date: 24-Sep-2013 16:02) Posted: Why Samson   talk so differently from PREVIOUS WEEK ?   When he say   Monday YZJ and Cosco fly because Cosco going to announce 1.6 B contract win and YZJ double   that amount.    Now he seems to warn holders to sell ?   He waiting to buy low :) ?   Hope he is right so can buy more and hold :)