 x 0
 x 0
|
My target price is also around $2++, that is why I mention previously I vest for long terms.
samson ( Date: 12-Sep-2013 23:51) Posted:
forget about $0.98 is over . Yangzijiang will be all the way up to $2 by next year .
Yangzijiang Shipbuilding - Momentum picking up
The re-rating catalyst for YZJ is the potential for more shipbuilding orders,
backed by a sustained climb in the Baltic Dry Index. The BDI is supported by
the stronger steel production and macro fundamentals in China. The
heightened order momentum and FY15 delivery slots being quickly snapped up
suggest that YZJâ??s order drought has bottomed out. We like YZJ as it is one of
the last privately-owned Chinese shipyards with decent profitability. We keep
our Outperform rating and target price (based on 1.4x FY13 P/BV 1 s.d. below
its 5-year mean). The stock has the highest dividend yield of 4.8% among the
ship/rig builders.
â??CIMB
â??â??â??â??â??â??â??â??â??â??â??â??â??â??â??â??â??â??â??â??â??â??â??â??â??â??â??â??â??â??â??â??â??â??â??â??â??â??â??â??â??â??â??â??â??â??â??â??â??â??â??â??â??â??â??â??â??â??â??â??â??â??â??â??â??â??â??â??â??â?? |
|
|
|
Good Post
Bad Post
|
x 0
x 0
|
BDI fly again today is 1628.....
|
|
Good Post
Bad Post
|
x 0
x 0
|
Just check the BDI 1541 already.
|
|
Good Post
Bad Post
|
x 0
x 0
|
Yesterday, BDI continue to raise 126points to 1478, still have not stabilise.
|
|
Good Post
Bad Post
|
x 0
x 0
|
BDI end 1352 last friday, after the break through of recent height of 1171 on thusday.
|
|
Good Post
Bad Post
|
x 0
x 0
|
BDI close at 1279
|
|
Good Post
Bad Post
|
x 0
x 0
|
BDI break the 1171 height, reach 1215 yesterday
|
|
Good Post
Bad Post
|
x 0
x 0
|
Getting in somemore today at 0.935
ascend88 ( Date: 04-Sep-2013 15:36) Posted:
nice....if u notice....its not gg down at all....
building a base at 94c
cheongsl ( Date: 04-Sep-2013 12:23) Posted:
| BDI started to raise again close at 1168 yesterday. |
|
|
|
|
|
Good Post
Bad Post
|
x 0
x 0
|
BDI started to raise again close at 1168 yesterday.
|
|
Good Post
Bad Post
|
x 0
x 0
|
Buy some today at 0.94.
|
|
Good Post
Bad Post
|
x 0
x 0
|
BDI have been on the rised after the correction from 12 August, currently reaching 1145, can it break the 1July high of 1179?
|
|
Good Post
Bad Post
|
x 0
x 0
|
Profit margin improve after the discountinue operation
|
|
Good Post
Bad Post
|
x 0
x 0
|
I am still in, as my long term target price have not hit, previously release some at 0.95, yesterday pickup some at 0.915.
|
|
Good Post
Bad Post
|
x 1
x 0
|
That depends on the angle of viewing, to me YZJ is playing save (chairman money). Just like you, do you trade all your money on one counter? Definetly you need to cater for the buffer to ensure that something happen, and you still have the room to react. Do you set a margin that might required frequent request for topping up, of course not. Don't forget Mr Ren buy at 0.90++cts 1000lots before.
Hawkeye ( Date: 01-Aug-2013 23:53) Posted:
You can, if the Bank accept but normally at 80percent of stipulated closing price (Like Genting Singapore, once convert about 380million share at 0.93cts at closing price about 1.18, if you remember), but if your share value drop below the pledge, you have to top up.
Share is just like your company assets, in fact it represent your company assets or value.
40cts is too low, less than 50percent of Yzj price.
It means Yangzijiang need not support the share unless it drop below 40cts. Means Yzj have no intention to support its share, it only depend on retailers or funds.
kenkenken ( Date: 01-Aug-2013 22:35) Posted:
| Lols i read ur statement i laugh. If u use share as a collateral, how can u expect to lend money equal to the market value of the share. Like this i also want to use my yzj share to borrow more money now |
|
|
|
|
|
Good Post
Bad Post
|
x 0
x 0
|
报 告 还 显 示 ， 在 7月 重 点 城 市 的 房 价 表 现 中 ， 北 京 一 手 房 交 易 价 格 指 数 为 1131.6点 ， 较 上 月 上 升 28.9点 ， 环 比 上 涨 2.62%， 涨 幅 较 上 个 月 扩 大 0.64个 百 分 点 ； 同 比 涨 幅 则 高 达 24.06%， 连 续 两 月 的 同 比 涨 幅 在 两 成 以 上 。
与 北 京 房 价 同 样 “高 温 ”明 显 的 还 有 上 海 和 广 州 。 7月 ， 上 海 一 手 房 价 格 指 数 为 1122.6点 ， 较 上 月 上 升 21.4点 ， 环 比 上 涨 1.94%， 涨 幅 较 上 月 扩 大 了 0.41个 百 分 点 ； 同 比 涨 幅 为 19.01%。 广 州 一 手 房 价 格 指 数 为 1117.5点 ， 较 上 月 上 升 18.6点 ， 环 比 上 涨 1.70%， 涨 幅 较 上 月 扩 大 了 0.64个 百 分 点 ； 同 比 上 涨 23.38%， 连 续 三 个 月 同 比 涨 幅 超 过 了 两 成 。
其 他 重 点 城 市 的 一 手 房 价 指 数 无 论 环 比 和 同 比 也 基 本 都 在 上 涨 ， 涨 幅 较 大 的 有 南 京 、 杭 州 、 武 汉 和 沈 阳 ， 环 比 涨 幅 在 1.4%以 上 、 同 比 涨 幅 则 超 过 了 10%， 其 中 南 京 同 比 涨 幅 达 到 了 23.4%。 重 点 城 市 中 唯 有 西 安 出 现 了 小 幅 下 跌 ， 为 1011.7点 ， 较 上 月 下 降 10.2点 ， 环 比 下 跌 1.00%， 同 比 下 跌 0.10%。
|
|
Good Post
Bad Post
|
x 0
x 0
|
7月 中 国 城 市 房 价 进 入 高 温 模 式 8月 1日 ， 克 而 瑞 信 息 集 团 (CRIC)、 易 居 房 地 产 研 究 院 和 中 国 房 地 产 测 评 中 心 发 布 的 《 2013年 7月 中 国 城 市 住 房 价 格 288指 数 (以 下 简 称 “中 住 288指 数 ”)》 报 告 显 示 ， 2013年 7月 ， 监 测 反 映 全 国 288个 地 级 以 上 城 市 房 价 变 动 趋 势 的 “中 住 288指 数 ”为 1050.5点 ， 较 上 月 上 升 8.7点 ， 环 比 上 涨 0.84%， 涨 幅 较 上 月 扩 大 了 0.45个 百 分 点 ， 同 比 涨 幅 则 高 达 11.36%。
|
|
Good Post
Bad Post
|
x 0
x 0
|
yup Singapore counter drop by 2.6% but TWSE drop by only 0.5% for yangzijiang
sharefbb05 ( Date: 25-Jul-2013 17:47) Posted:
| Today is really a bad day for us..
|
|
|
|
Good Post
Bad Post
|
x 0
x 0
|
Why did you say Cosco is doing better then Yangzijiang?
The Company figure is telling another story.
|
|
Yearly |
Quarterly |
|
SGD |
2009 |
2010 |
2011 |
2012 |
Jun-12 |
Sep-12 |
Dec-12 |
Mar-13 |
| Cosco |
Revenue |
2899 |
3861.4 |
4162.9 |
3734.3 |
975.3 |
937 |
843.2 |
733 |
| Cost of Goods |
2601.4 |
3385.9 |
3782.1 |
3249.4 |
857.9 |
822.7 |
689.6 |
654.4 |
| Gross Profit |
297.6 |
475.5 |
380.8 |
484.9 |
117.4 |
114.3 |
153.6 |
78.6 |
| Net Income |
110.1 |
248.8 |
139.7 |
105.7 |
27.6 |
26.6 |
23.7 |
9.7 |
| Profit Margin |
3.80% |
6.44% |
3.36% |
2.83% |
2.83% |
2.84% |
2.81% |
1.32% |
|
RMB |
2009 |
2010 |
2011 |
2012 |
Jun-12 |
Sep-12 |
Dec-12 |
Mar-13 |
| YangZiJiang |
Revenue |
10623.6 |
13558.2 |
15705.8 |
14799.1 |
3937.6 |
3611.9 |
3563.3 |
2866.6 |
| Cost of Goods |
8389 |
10014.9 |
10843.1 |
10227.6 |
2735.9 |
2548.8 |
2475.2 |
1832.9 |
| Gross Profit |
2234.7 |
3543.2 |
4862.7 |
4571.5 |
1201.8 |
1063.1 |
1088.1 |
1033.8 |
| Net Income |
2290 |
2955.3 |
3976.6 |
3580.8 |
878.2 |
877.2 |
807.7 |
717.2 |
| Profit Margin |
21.56% |
21.80% |
25.32% |
24.20% |
22.30% |
24.29% |
22.67% |
25.02% |
Hawkeye ( Date: 24-Jul-2013 22:52) Posted:
You seriously think Yangzijiang will do well and Cosco Singapore wont?
Cosco Singapore is doing better than Yangzijiang.
samson ( Date: 24-Jul-2013 22:28) Posted:
yangzijiang $0.80 - $0.90 will become the history.
look toward to $1 -1.20 - $1.50 -$1.80 -$2
on the way they may be some sinking , |
|
|
|
|
|
Good Post
Bad Post
|
x 0
x 0
|
I was not in favour of Cosco, as many telltale sign indicated that it has fallen behind Yang Zi Jiang.
Hawkeye ( Date: 08-Jul-2013 16:56) Posted:
This Ship can not die, proven over the years since 2007. This ship is still in tow by Cosco the big brother. Now towed down, later when cosco go up cosco will tow it up. Ha Ha Ha :))
warrenbegger ( Date: 08-Jul-2013 15:59) Posted:
| This ship still don't die... |
|
|
|
|
|
Good Post
Bad Post
|
x 0
x 0
|
Shipping index will determine the shipbuilding demand, that is the relationship, when there is not enough ship outside to cater for the economic demand of raw material and index will increase, and company will be more willing to build ship, and usually ship building will take many years to over take and cause the demand to go down. so currently look more like the turning point of ship building.
Hawkeye ( Date: 29-Jun-2013 10:23) Posted:
Hello CheongSL, you are reporting to wrong company, BDI does not affect YZJ for Dry Bulk Shipping. BDI affect Cosco, which is making losses due to Bulk Shipping for 2 years. Now Cosco should turn around and overtake Yangzijiang to lead the way.
cheongsl ( Date: 29-Jun-2013 08:47) Posted:
|
BDI move up again yesterday to 1171 points and increase in 20 points.
|
|
|
|
|
|
Good Post
Bad Post
|
About cheongsl
Go to Message