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BDI move up again yesterday  to 1171 points and increase in 20 points.
cheongsl ( Date: 28-Jun-2013 06:31) Posted:
Current raise is from 5 Jun low at 801 to 27 Jun at 1151, a raise in 43% of the index,  should experience some correction. If not it is a really strong increase in demand.
cheongsl ( Date: 28-Jun-2013 06:26) Posted:
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Current raise is from 5 Jun low at 801 to 27 Jun at 1151, a raise in 43% of the index,  should experience some correction. If not it is a really strong increase in demand.
cheongsl ( Date: 28-Jun-2013 06:26) Posted:
Yesterday raise to 1151.
cheongsl ( Date: 27-Jun-2013 07:23) Posted:
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BDI raise to 1125, seems like ship supply not able to meet the demand, still watching |
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Yesterday raise to 1151.
cheongsl ( Date: 27-Jun-2013 07:23) Posted:
BDI raise to 1125, seems like ship supply not able to meet the demand, still watching.
cheongsl ( Date: 26-Jun-2013 12:11) Posted:
| Have pick up some at 0.815 today as BDI hit 1090. |
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BDI raise to 1125, seems like ship supply not able to meet the demand, still watching.
cheongsl ( Date: 26-Jun-2013 12:11) Posted:
| Have pick up some at 0.815 today as BDI hit 1090. |
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Have pick up some at 0.815 today as BDI hit 1090.
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BDI just break 1000, shipping industries should be on the recovery path so as ship building.
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wind will never stop, it is either this direction or that direction.
warrenbegger ( Date: 10-Jun-2013 21:22) Posted:
Wind will blow and trees will fall,
How it fall depend how long  the wind blow,
Why don't wait, for the wind to stop,
If not,  sure fall when the wind still blow,
After  that u can climb, to had the best view up there,
 
 
warrenbegger ( Date: 14-May-2013 12:08) Posted:
Play Safe
Protect the cash
Play another better times    :) |
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Too bad again a no basis claim.
ynnek1267 ( Date: 04-Jun-2013 06:29) Posted:
Aiya see on the price drop this way, next quarter revenue and profit definitely drop continually. All the high profit vessels signed between 2007 to 2010 are all delivered. Now they are building Breakeven or loss making vessels which are signed between 2011 to 2012.
Look at what happen on cosco and other china shipyard, YZJ will just follow them. Down down down. Wahahaha |
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Hard to say, but pickup another 10lots today.
Second quarter revenue should mainly come from the following that was delievered.
Batavia Express - largest bulk woodchip carrier
Cosco Piraeus & Cosco Santos both 4250 TEU
Kapetan Trander II 82000TEU
2500TEU container ship for Klaveness
34000tonne ChunJing
Another 2 x  4250TEU vessel to Cosco, one is name Cosco Saopaulo
beginners ( Date: 28-May-2013 16:52) Posted:
| I am trying to aim at 0.8. But seems its not going down further. If it goes up think got to adjust my entry price again:( |
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Yup 8cts HKD is consider quite generous already. The licensing department budget overrun actually only discover somewhere 1Q last year, thus it is only start reflecting on 2Q financial report. They have did something that is not a common practice, that is restate the financial loss to previous year, but in actual fact to them FY 2012 when they declare a divident of 17HKcts the earning per share is 44.4HKcts, that equate to 38% of their earning. But in actual scenario in FY 2013, what being seen by the company earning should be 32.8HKcts - 11HKcts (Loss due to licensing department) -8.3HKcts (loss restate due to licensing department) = 13.5HKcts per share, thus a 8HKcts to the company for this year earning should be equate to 59.2% of their earning.
Don't forget all the planning was still based on unknown overrun until  after 1Q FY 2013. What I admire is the way that the company handle such situation, decisive, close down the unearning department immediately. And Also once this closing down issue, Chief Technical Officer was ask to go. Some company might just transfer the CTO to other department. But Valuetronics decision show a clear understanding of business world. The unnotice overrun must be due to false reporting or poor management, if the company allow such chief to stay then the company other department will also failed.
Especially when China PMI continue to increase I believe valuetronics will benefit from this trend and the way they take care of their share holder with proper amount of divident payout also make me clasified this counter under my divident payout porfolio.
5月 PMI显 示 指 数 有 所 回 升 经 济 持 续 走 稳
国 物 流 与 采 购 联 合 会 、 国 家 统 计 局 服 务 业 调 查 中 心 发 布 的 2013年 5月 份 中 国 制 造 业 采 购 经 理 指 数 (PMI)为 50.8%, 比 上 月 回 升 0.2个 百 分 点 , 分 项 指 数 中 多 数 指 数 有 所 回 升 , 整 体 走 势 好 于 历 史 同 期 , 显 示 当 前 经 济 运 行 基 本 态 势 稳 中 见 升 。
行 业 企 稳 回 升 基 本 面 扩 大 。 21个 行 业 当 中 , 有 14个 行 业 PMI指 数 达 到 50%以 上 , 显 示 多 数 行 业 企 稳 回 升 。 钢 铁 、 有 色 等 周 期 性 行 业 回 升 明 显 , 新 订 单 指 数 回 升 均 达 到 2个 百 分 点 , 生 产 指 数 回 升 超 过 4个 百 分 点 。 同 “衣 、 食 、 住 、 行 ”密 切 相 关 的 消 费 品 行 业 回 升 也 较 为 显 著 , 其 PMI指 数 回 升 至 50%以 上 , 显 示 公 众 消 费 需 求 趋 升 。
企 业 经 营 形 势 逐 渐 转 好 。 今 年 以 来 , 大 型 企 业 一 直 稳 定 在 51%以 上 , 波 动 较 小 ; 中 型 企 业 自 3月 份 以 来 在 50%以 上 持 续 小 幅 回 升 , 5月 份 较 上 月 回 升 0.7个 百 分 点 , 达 到 51.4%。 目 前 大 中 型 企 业 PMI指 数 均 回 升 至 去 年 同 期 水 平 之 上 , 反 映 出 大 中 型 企 业 经 营 状 况 持 续 好 转 , 微 观 经 济 基 础 趋 向 改 善 。
结 构 调 整 进 一 步 显 示 成 效 。 今 年 以 来 , 装 备 制 造 业 产 需 持 续 同 步 回 升 。 5月 份 回 升 进 一 步 加 快 。 新 订 单 指 数 、 生 产 指 数 均 达 到 58%以 上 , 较 上 月 回 升 超 过 4个 百 分 点 , 显 示 出 装 备 制 造 业 在 需 求 支 撑 下 稳 步 回 升 , 整 体 发 展 势 头 良 好 。
库 存 调 整 呈 见 底 迹 象 。 企 业 采 购 活 动 增 加 , 库 存 有 所 回 升 , 购 进 价 格 明 显 反 弹 。 采 购 量 指 数 为 51.5%, 较 上 月 上 升 0.5个 百 分 点 , 连 续 三 个 月 保 持 在 51%以 上 。 与 此 相 应 , 产 成 品 库 存 指 数 、 原 材 料 库 存 指 数 低 位 回 升 , 购 进 价 格 指 数 明 显 反 弹 , 较 上 月 回 升 5个 百 分 点 。 综 合 来 看 , 当 前 企 业 库 存 调 整 呈 现 见 底 迹 象 , 后 期 采 购 、 补 库 等 经 营 活 动 趋 于 积 极 , 将 为 宏 观 经 济 企 稳 回 升 带 来 一 定 空 间 。
johnng ( Date: 28-May-2013 10:57) Posted:
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Something to watch out for at $0.215.....big fat dividends of $0.01297 or $0.08HKD announce in FY report 13 |
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seems like going to move again
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China property counter mostly rise today, not too sure any hidden news that drive it.
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| sz000534 |
万 泽 股 份 |
5.35 |
0.08 |
1.52% |
| sz000537 |
广 宇 发 展 |
6.78 |
0.37 |
5.77% |
| sz000540 |
中 天 城 投 |
8.79 |
0.8 |
10.01% |
| sz000546 |
光 华 控 股 |
6.41 |
-0.02 |
-0.31% |
| sz000558 |
莱 茵 置 业 |
3.97 |
0.09 |
2.32% |
| sz000567 |
海 德 股 份 |
9.19 |
0.01 |
0.11% |
| sz000573 |
粤 宏 远 A |
4.55 |
0.03 |
0.66% |
| sz000608 |
阳 光 股 份 |
5.80 |
0.06 |
1.05% |
| sz000609 |
绵 世 股 份 |
6.48 |
0.11 |
1.73% |
| sz000616 |
亿 城 股 份 |
3.21 |
0.04 |
1.26% |
| sz000620 |
新 华 联 |
5.52 |
-0.04 |
-0.72% |
| sz000631 |
顺 发 恒 业 |
5.98 |
0.16 |
2.75% |
| sz000656 |
金 科 股 份 |
14.52 |
0.7 |
5.07% |
| sz000667 |
名 流 置 业 |
2.10 |
0.02 |
0.96% |
| sz000668 |
荣 丰 控 股 |
10.99 |
0.15 |
1.38% |
| sz000670 |
S舜 元 |
13.25 |
0.4 |
3.11% |
| sz000671 |
阳 光 城 |
13.41 |
1.22 |
10.01% |
| sz000691 |
亚 太 实 业 |
5.97 |
0.03 |
0.51% |
| sz000711 |
天 伦 置 业 |
7.03 |
0.14 |
2.03% |
| sz000718 |
苏 宁 环 球 |
7.43 |
0.26 |
3.63% |
| sz000732 |
泰 禾 集 团 |
10.61 |
0.42 |
4.12% |
| sz000736 |
中 房 地 产 |
9.14 |
0.36 |
4.10% |
| sz000797 |
中 国 武 夷 |
8.18 |
-0.09 |
-1.09% |
| sz000809 |
铁 岭 新 城 |
9.80 |
0.31 |
3.27% |
| sz000838 |
国 兴 地 产 |
7.61 |
0.08 |
1.06% |
| sz000861 |
海 印 股 份 |
12.41 |
-0.17 |
-1.35% |
| sz000863 |
三 湘 股 份 |
6.52 |
0.2 |
3.17% |
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津 滨 发 展 |
2.64 |
0.04 |
1.54% |
| sz000909 |
数 源 科 技 |
8.52 |
-0.22 |
-2.52% |
| sz000918 |
嘉 凯 城 |
3.42 |
0.06 |
1.79% |
| sz000926 |
福 星 股 份 |
8.48 |
0.3 |
3.67% |
| sz000931 |
中 关 村 |
5.81 |
0.08 |
1.40% |
| sz000965 |
天 保 基 建 |
5.81 |
0.18 |
3.20% |
| sz000979 |
中 弘 股 份 |
7.64 |
0.26 |
3.52% |
| sz000981 |
银 亿 股 份 |
8.81 |
0.16 |
1.85% |
| sz002016 |
世 荣 兆 业 |
9.15 |
0.73 |
8.67% |
| sz002077 |
大 港 股 份 |
6.15 |
0.01 |
0.16% |
| sz002133 |
广 宇 集 团 |
4.67 |
0.16 |
3.55% |
| sz002146 |
荣 盛 发 展 |
16.69 |
0.67 |
4.18% |
| sz002208 |
合 肥 城 建 |
6.34 |
0.12 |
1.93% |
| sz002244 |
滨 江 集 团 |
9.62 |
0.38 |
4.11% |
| sz002285 |
世 联 地 产 |
11.65 |
0.11 |
0.95% |
| sz002305 |
南 国 置 业 |
9.22 |
0.4 |
4.54% |
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世 茂 股 份 |
10.42 |
0.25 |
2.46% |
| sh600862 |
南 通 科 技 |
3.53 |
0.02 |
0.57% |
| sh600890 |
中 房 股 份 |
8.17 |
0.74 |
9.96% |
| sh601588 |
北 辰 实 业 |
3.32 |
0.07 |
2.15% |
| sz000002 |
万 科 A |
12.36 |
0.56 |
4.75% |
| sz000005 |
世 纪 星 源 |
2.81 |
0.03 |
1.08% |
| sz000006 |
深 振 业 A |
5.06 |
0.34 |
7.20% |
| sz000009 |
中 国 宝 安 |
12.95 |
-0.27 |
-2.04% |
| sz000011 |
深 物 业 A |
8.87 |
0.56 |
6.74% |
| sz000014 |
沙 河 股 份 |
10.30 |
0.36 |
3.62% |
| sz000024 |
招 商 地 产 |
30.29 |
1.79 |
6.28% |
| sz000029 |
深 深 房 A |
3.91 |
0.09 |
2.36% |
| sz000031 |
中 粮 地 产 |
4.52 |
0.16 |
3.67% |
| sz000036 |
华 联 控 股 |
3.42 |
0.1 |
3.01% |
| sz000038 |
深 大 通 |
12.21 |
0.82 |
7.20% |
| sz000040 |
宝 安 地 产 |
4.79 |
0.15 |
3.23% |
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深 长 城 |
28.03 |
0.7 |
2.56% |
| sz000043 |
中 航 地 产 |
6.40 |
0.24 |
3.90% |
| sz000046 |
泛 海 建 设 |
5.79 |
0.49 |
9.25% |
| sz000056 |
*ST国 商 |
23.92 |
0.73 |
3.15% |
| sz000150 |
宜 华 地 产 |
5.49 |
0.11 |
2.05% |
| sz000402 |
金 融 街 |
6.05 |
0.13 |
2.20% |
| sz000502 |
绿 景 控 股 |
6.03 |
0.09 |
1.52% |
| sz000505 |
*ST珠 江 |
3.43 |
0.08 |
2.39% |
| sz000506 |
中 润 资 源 |
6.38 |
0.05 |
0.79% |
| sz000511 |
银 基 发 展 |
4.59 |
-0.03 |
-0.65% |
| sz000514 |
渝 开 发 |
4.42 |
0.1 |
2.32% |
| sz000517 |
荣 安 地 产 |
6.35 |
0.19 |
3.08% |
| sz000526 |
银 润 投 资 |
-- |
0 |
0.00% |
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| sh600322 |
天 房 发 展 |
3.45 |
0.06 |
1.77% |
| sh600325 |
华 发 股 份 |
7.72 |
0.19 |
2.52% |
| sh600340 |
华 夏 幸 福 |
33.76 |
1.96 |
6.16% |
| sh600376 |
首 开 股 份 |
6.78 |
0.28 |
4.31% |
| sh600383 |
金 地 集 团 |
8.06 |
0.34 |
4.40% |
| sh600393 |
东 华 实 业 |
7.40 |
0.08 |
1.09% |
| sh600463 |
空 港 股 份 |
7.78 |
0.08 |
1.04% |
| sh600503 |
华 丽 家 族 |
6.21 |
0.05 |
0.81% |
| sh600510 |
黑 牡 丹 |
6.12 |
0.15 |
2.51% |
| sh600533 |
栖 霞 建 设 |
3.81 |
0.06 |
1.60% |
| sh600568 |
中 珠 控 股 |
11.30 |
0.31 |
2.82% |
| sh600604 |
市 北 高 新 |
9.99 |
0.12 |
1.22% |
| sh600606 |
金 丰 投 资 |
6.45 |
0.26 |
4.20% |
| sh600614 |
鼎 立 股 份 |
12.28 |
-0.02 |
-0.16% |
| sh600615 |
丰 华 股 份 |
10.19 |
0.09 |
0.89% |
| sh600617 |
*ST联 华 |
9.03 |
0 |
0.00% |
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华 鑫 股 份 |
4.93 |
0.06 |
1.23% |
| sh600638 |
新 黄 浦 |
9.69 |
0.14 |
1.47% |
| sh600641 |
万 业 企 业 |
4.00 |
0.08 |
2.04% |
| sh600657 |
信 达 地 产 |
4.05 |
0.1 |
2.53% |
| sh600663 |
陆 家 嘴 |
12.06 |
0.21 |
1.77% |
| sh600665 |
天 地 源 |
3.97 |
0.08 |
2.06% |
| sh600675 |
中 华 企 业 |
6.34 |
0.14 |
2.26% |
| sh600681 |
万 鸿 集 团 |
4.97 |
0.08 |
1.64% |
| sh600683 |
京 投 银 泰 |
6.27 |
0.35 |
5.91% |
| sh600684 |
珠 江 实 业 |
14.55 |
0.41 |
2.90% |
| sh600687 |
刚 泰 控 股 |
14.04 |
0.2 |
1.45% |
| sh600696 |
多 伦 股 份 |
6.84 |
0.09 |
1.33% |
| sh600716 |
凤 凰 股 份 |
5.26 |
0.12 |
2.34% |
| sh600724 |
宁 波 富 达 |
5.69 |
0.13 |
2.34% |
| sh600732 |
上 海 新 梅 |
5.37 |
0.17 |
3.27% |
| sh600733 |
S前 锋 |
19.20 |
0.69 |
3.73% |
| sh600743 |
华 远 地 产 |
3.20 |
0.06 |
1.91% |
| sh600745 |
中 茵 股 份 |
13.98 |
0.11 |
0.79% |
| sh600748 |
上 实 发 展 |
7.57 |
0.25 |
3.42% |
| sh600759 |
正 和 股 份 |
4.59 |
0.06 |
1.33% |
| sh600767 |
运 盛 实 业 |
5.92 |
0.12 |
2.07% |
| sh600773 |
西 藏 城 投 |
10.78 |
0.13 |
1.22% |
| sh600791 |
京 能 置 业 |
5.77 |
0.08 |
1.41% |
| sh600807 |
天 业 股 份 |
7.03 |
0 |
0.00% |
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名 称 |
最 新 价 |
涨 跌 额 |
涨 跌 幅 |
| sh600048 |
保 利 地 产 |
12.64 |
0.4 |
3.27% |
| sh600052 |
浙 江 广 厦 |
3.78 |
0.07 |
1.89% |
| sh600053 |
中 江 地 产 |
8.47 |
0.47 |
5.88% |
| sh600067 |
冠 城 大 通 |
8.65 |
0.74 |
9.36% |
| sh600077 |
宋 都 股 份 |
6.58 |
-0.01 |
-0.15% |
| sh600082 |
海 泰 发 展 |
4.70 |
0.26 |
5.86% |
| sh600094 |
大 名 城 |
6.26 |
0.15 |
2.46% |
| sh600113 |
浙 江 东 日 |
10.19 |
0.72 |
7.60% |
| sh600133 |
东 湖 高 新 |
6.74 |
-0.03 |
-0.44% |
| sh600158 |
中 体 产 业 |
6.87 |
0.28 |
4.25% |
| sh600159 |
大 龙 地 产 |
3.08 |
0 |
0.00% |
| sh600162 |
香 江 控 股 |
7.71 |
0.26 |
3.49% |
| sh600173 |
卧 龙 地 产 |
3.53 |
0.08 |
2.32% |
| sh600175 |
美 都 控 股 |
2.79 |
0.09 |
3.33% |
| sh600185 |
格 力 地 产 |
7.65 |
0.32 |
4.37% |
| sh600193 |
创 兴 资 源 |
11.51 |
0.11 |
0.97% |
| sh600208 |
新 湖 中 宝 |
3.56 |
0.05 |
1.43% |
| sh600223 |
鲁 商 置 业 |
5.17 |
0.18 |
3.61% |
| sh600225 |
天 津 松 江 |
4.74 |
0.33 |
7.48% |
| sh600239 |
云 南 城 投 |
7.20 |
0.26 |
3.75% |
| sh600240 |
华 业 地 产 |
5.05 |
0.01 |
0.20% |
| sh600246 |
万 通 地 产 |
3.81 |
0.04 |
1.06% |
| sh600266 |
北 京 城 建 |
12.77 |
0.3 |
2.41% |
| sh600275 |
武 昌 鱼 |
6.14 |
0 |
0.00% |
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There isn't much changes in the result, thus the result is still quite  consistance. But the discountinous operation is only annouce this year, thus the loss of the discontinous operation actually being accounted for at this year financial statement under the book keeping.
|   |
2013 Q3 |
2012 Q3 |
2013 Q4 |
2012 Q4 |
|   |
HK$'000 |
HK$'000 |
HK$'000 |
HK$'000 |
| Revenue |
508,103 |
607,134 |
479,125 |
573,920 |
| Cost of sales |
-443,721 |
-521,200 |
-419,482 |
-497,695 |
| Gross profit |
64,382 |
85,934 |
59,643 |
76,225 |
| Other income |
2,860 |
4,539 |
2,814 |
4,203 |
| Selling and distribution costs |
-8,299 |
-11,595 |
-7,911 |
-9,163 |
| Administrative expenses |
-28,491 |
-27,294 |
-26,563 |
-27,561 |
| Net other operating (losses)/gains |
-43 |
152 |
132 |
-52 |
| Profit from operations |
30,409 |
51,736 |
28,115 |
43,652 |
| Finance costs |
-289 |
-511 |
-212 |
-392 |
| Profit before tax |
30,120 |
51,225 |
27,903 |
43,260 |
| Income tax expense |
-4,487 |
-7,207 |
-2,102 |
39 |
| Profit for the year from continuing operations |
25,633 |
44,018 |
25,801 |
43,299 |
| Loss for the year from discontinued operations |
-1,125 |
-12,529 |
-665 |
-4,877 |
| Profit for the year |
24,508 |
31,489 |
25,136 |
38,422 |
beginners ( Date: 25-May-2013 17:18) Posted:
| Report earning no good but still goes to 0.225. Don't understand anyone can enlighten? Thks. Not vested. |
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Seems that you have over reacted. The Nikkei drop is due to raise too fast, from 8600 to 15942 in less then half a year. Nikkei correction is also normal, if base on the speed it raise,  as the drop only  nearly touch the 20EMA, not even reaching 30EMA.  Of course there are panic seller that sell once they see the huge drop without analysis. That is why asia market is in red sea, but look at today market, various index is back to normal again. If STI is the same as Nikkei then you need to start to worry, but currently it is not from 2900 to 5800, it is still far far far from the way Nikkei index is showing.
risktaker ( Date: 24-May-2013 12:06) Posted:
Technical rebound only..... we have dump all stock on hands yesterday even penny .... we are shorting..... now...... no more long position...
louis_leecs ( Date: 24-May-2013 10:24) Posted:
| Yesterday is a healthy correction for those dare to pick the durian,I'm joint in to pick the durian after Nikkiei crash because we stand at second wave of bull ,so from now third wave of bull is forming ,Yes this wave of bull will be smooth up trend,happy follow 3 wave bull on the way |
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check the news only saw Nissan withdrawing car.
cheongsl ( Date: 23-May-2013 17:53) Posted:
today mainly due to japan market crash.
Tomique ( Date: 23-May-2013 15:17) Posted:
| Beginning of the End for Singapore Financial and Stock markets?   Could be, a really bigger crash coming.   STI 2000 points like some crystal ball owner said. Lol. |
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today mainly due to japan market crash.
Tomique ( Date: 23-May-2013 15:17) Posted:
Beginning of the End for Singapore Financial and Stock markets?   Could be, a really bigger crash coming.   STI 2000 points like some crystal ball owner said. Lol.
alooloo ( Date: 23-May-2013 14:48) Posted:
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