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Latest Posts By wiseguy1269 - Veteran      About wiseguy1269
First   < Newer   81-100 of 212   Older>   Last  

03-Nov-2014 20:54 Yongnam   /   Yong nam       Go to Message
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Very well said!   Just ignore troll trouble-maker bigcannonfairy aka yingli aka rosesyrup.and her clone IDs.

It is very telling that this unemployed newbie graduate is the actual trouble-makerr always spoiling for a fight - she keeps changing her nicks because she lacks credibility and is always getting scolded, neither is she welcome in this forum  yes

teeth53      ( Date: 03-Nov-2014 18:08) Posted:

Changi Airport Group (CAG) is going big into Myanmar not for short term play. the like of NY n others companies involve will see their long term in big airport infrastructure project can hav positive effect down stream....including CNA n others.

wiseguy1269      ( Date: 31-Oct-2014 15:03) Posted:

Well said. Just ignore angry shortist bigcannonfairy and her clones :
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31-Oct-2014 15:03 Yongnam   /   Yong nam       Go to Message
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x 1 		Well said. Just ignore angry shortist bigcannonfairy and her clones :D

45coconuts      ( Date: 31-Oct-2014 14:23) Posted:



This contract win opens doors to Myanmar for YN.

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31-Oct-2014 07:02 Yongnam   /   Yong nam       Go to Message
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x 0 		Yupz she bigcannonfairy aka yingli aka rosesyrup aka numerous clones is a trouble maker alright. If she is any good or credible she won't be constantly changing her nicks to avoid the hordes of her distractors.

Bigcannonfairy, you are a real POS!

Bigmama      ( Date: 31-Oct-2014 06:21) Posted:

So you are the one going around fighting with everyone? Still dare to come and act good little fairy in Blumont thread..... You are the one that got the thread locked!

BigCannonFairy      ( Date: 31-Oct-2014 00:26) Posted:



Even bother to reply yourself => you need medical help !

batman animated GIF


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31-Oct-2014 06:52 Yongnam   /   Yong nam       Go to Message
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Better go through your sums again.   Your analysis is definitely wrong.   Why get so worked up leh?

Dun like dun buy lah.   No need to spread misinformation on Yongnam.... unless you are another clone i.e. bigcannonfairy aka yingli aka rosesyrup  devillaughlaugh

edwinjup      ( Date: 31-Oct-2014 05:27) Posted:

From 2q report.....ytd loss $7m.....loan.due within a year.around 80m.....cash on hand $11m.....huge cash surplus??...still need another $9m to cover their.loan by june.2015......fyi

wiseguy1269      ( Date: 31-Oct-2014 04:19) Posted:

Yongnam has a huge cash surplus from the sale of one of their Malaysian properties and then leasing it back.

And now we know the reason for the sale. In fact, the Edge has recently been speculating that Yongnam will return the proceeds to shareholders via a special dividend but now we know their action intention was to fund the airport project :D
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31-Oct-2014 06:48 Yongnam   /   Yong nam       Go to Message
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Yongnam Holdings Limited' s wholly-owned subsidiary, Yongnam Engineering Sdn. Bhd., has on 3 October 2014 entered into a sale and purchase agreement with RHB Trustees Berhad in its capacity as trustee for Axis Real Estate Investment Trust pursuant to which Yongnam Malaysia has agreed to sell, and the Purchaser has agreed to purchase, the land and building known as No.27, Jalan SiLC 1/5, Kawasan Perindustrian SiLC, 79200, Nusajaya, Johor, Malaysia. The cash consideration for the Sale Transaction payable by the Purchaser is RM153.5 million, approximately S$60.0 million. The net book value of the Property is S$24.5 million. The estimated excess of the Consideration over the net book value, estimated directly attributable expenses and other charges is approximately S$34 million.

:yesyesyes
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31-Oct-2014 04:19 Yongnam   /   Yong nam       Go to Message
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x 0 		Yongnam has a huge cash surplus from the sale of one of their Malaysian properties and then leasing it back.

And now we know the reason for the sale. In fact, the Edge has recently been speculating that Yongnam will return the proceeds to shareholders via a special dividend but now we know their action intention was to fund the airport project :D
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31-Oct-2014 00:10 Yongnam   /   Yong nam       Go to Message
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x 0 		Ok Terminator, lets just ignore "it" :D

Terminator4ever      ( Date: 30-Oct-2014 23:55) Posted:

See wise guy...told u "it" is counting ...
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30-Oct-2014 22:48 Yongnam   /   Yong nam       Go to Message
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x 0 		Cos she got burnt shorting Yongnam last year when it was on an upward trajectory. This poster is nothing but hot air and a putrid nuisance :D

Terminator4ever      ( Date: 30-Oct-2014 22:36) Posted:

That's the MO fr that missy/mr? fairy whatsoever nickname that pax wants to go by...it's just noises...let that pax rant & rave...after a while if that pax has some intelligience maybe would stop the pointless posting...but suspect not ...that pax v determined to talk this counter down...wonder why?
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30-Oct-2014 21:59 Yongnam   /   Yong nam       Go to Message
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You don' t come dirty our thread bigcannonfairy aka yingli aka rosesyrup and your related clones.   You don' t come and post nonsense in Yongnam thread and all will be well.

Seriously, go look for a job instead of just bumming around in this forum.   It will do a whole lot of good for yourself, as well as for the rest of us in the forum,  yes

BigCannonFairy      ( Date: 30-Oct-2014 21:25) Posted:



Want to fight go outside la. Don' t come here dirty our thread.

wiseguy1269      ( Date: 30-Oct-2014 21:08) Posted:



bigcannonfairy, please post properly in the appropriate threads.   This is not a property thread.  

This is Yongnam thread, i.e. construction related and Myanmar airport related issues.  

Just because the folks here are more docile and decent doesn' t mean you can bully them by posting totally unrelated material.

 


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30-Oct-2014 21:14 Yongnam   /   Yong nam       Go to Message
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Bro, kudos, I agree with your analysis.yes

EddieLeong      ( Date: 30-Oct-2014 17:35) Posted:



Yongnam know how negoiate and make business. 

    The project is worth  US$1.4bn compare to previously so call win by korean $1.1 bn. 

      The timeline preivously set to complete by end 2018 now is set to Dec 2019 (hopefully by)

 

Yongnam have clear preivously worry of low order book. With this contract win. the order book is secure and many more potential to come. 

     

Yongnam have good cash flow. With the sell and loan back of one of it factory it raise 60 millions cash that syngise well with this big contract that need funding. Plus i am sure there are bank willingly to provide them loan at good interest rate.

 

Technically in bull now with strong volume buy up. (many are confident stock price will rise more). previously analyse mention the contract is roughly worth 6 cents for building and another 6 cents for maintenance when the share price in 2013 went to 0.31 and analyse predict the price to be 0.43, it then move to hit 0.38. Let say the 12 cents base on the share price of 0.31 represent  increase of 38%.

If we base on yesterday lowest share price of 0.188. 38% up will be 0.26 (this should be the minium stable price).

Note i am computing using conservative number. 

It certainly a value pick, risk is still the so call myammar political unstable! 

But i prefer to take calculated risk.

Invested

 

 

 

jwong016      ( Date: 30-Oct-2014 15:18) Posted:



hmm that is a fallacy though. it doesn' t mean that sov funds make great investments.

ie: OLAM, SMRT, NOL, for example.

I think they' re just trying to get geographical expansion.

look at SIA - majority owned by sov fund also. - they are burning good money by having SIA pour more money into Tigerair.

so i think we should always take a pinch of salt when evaluating their decisions. is it a wise economical decision, or a strategic one?

and their decision may not necessarily be aligned with ours.

for all you know, they may be willing to take on losing project just to build relationship and win possible future contracts from myanmar govt.

 

just my 2c worth, don' t be hating. haha. 


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30-Oct-2014 21:08 Yongnam   /   Yong nam       Go to Message
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bigcannonfairy, please post properly in the appropriate threads.   This is not a property thread.  

This is Yongnam thread, i.e. construction related and Myanmar airport related issues.  

Just because the folks here are more docile and decent doesn' t mean you can bully them by posting totally unrelated material.

 
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30-Oct-2014 21:06 Yongnam   /   Yong nam       Go to Message
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bigcanonfairy, please post appropriately.   This is not a property thread.   This is Yongnam thread, i.e. construction related and Myanmar airport related issues.   Just because the folks here are more docile and decent doesn' t mean you can bully them.
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30-Oct-2014 15:08 Yongnam   /   Yong nam       Go to Message
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You have many clones bigcannonfairy.

Now you must be regretting you didnt buy Yongnam and shorting it last year plus getting burnt doing it.   Hehehehehe

If you want to continue to pollute this Yongnnam thread, I will continue to expose you for what you are.... a wet behind the ears unemployed new graduate hell-bent on expousing your untested theories and strategies.   However, if you leave the Yongnam thread alone, I will not ridicule you anymore :D

BigCannonFairy      ( Date: 30-Oct-2014 15:03) Posted:



Not fighting bro.

Read the word I use. Does it sound aggressive? 

I was simply clarifying, with graph attached.

jackjames      ( Date: 30-Oct-2014 14:54) Posted:



want to fight, go outside and fight, don' t pollute here or at least not at this thread.


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30-Oct-2014 13:30 Yongnam   /   Yong nam       Go to Message
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x 0 		Bigcanonfairy aka yingli aka rosesyrup aka countless other nicks..... in the first place, if you are any good, you would be changing your nicks in this forum so often. That shows an utter lack of credibility.

Of course you shorted and got burnt big time covering back Yongnam last year, hence your vitriol towards his counter :D

Lastly, please get a job instead of just bumming around in the forum all day.
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30-Oct-2014 11:07 Yongnam   /   Yong nam       Go to Message
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x 0 		Stay the course. Singpost was also languishing at $0.97 to $1.14 when it did not embark on any significant projects. Look at where Singpost is trading at now.

In those days, there were many naysayers against SingPost too :D
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30-Oct-2014 06:04 Yongnam   /   Yong nam       Go to Message
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30 years concession....... there will be tonnes and tonnes of profit to be made for Yongnam and its consortium  laugh

Sunstar      ( Date: 29-Oct-2014 22:15) Posted:

Wow.. Thirty years! Company gonna make lots of profit from this $1.4bln contract. Not sure how much Yongnam's portion is, but it's gonna be sizable for sure. Yongnam was trading around 35c when news of it bidding for this contract was announced and drop to 18.5c when mkt assumed it didn't get it. My prediction is that it's gonna gap up to 22c tmr, and gradually move up to 30c. Am glad I didn't cut lost. Huat to those who are still vested.

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30-Oct-2014 05:57 Yongnam   /   Yong nam       Go to Message
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I can tell you that bigcanonfairy is no other than yingli aka the former rosesyrup.   Rosesyrup has been laughed out of the forum due to her ignorance and naivety.   Last year in mid 2013, she shorted Yongnam and got then burnt big time....... so she has been cursing this stock for ever since.   She is one good example of sheer ignorance and stupidty  devil

HugoLee      ( Date: 30-Oct-2014 01:10) Posted:

I find your analysis for profitability of this Myanmar deal to be simplistic. Democracy does not mean low risk, lack of democracy does not mean high risk. It all boils down to how the different risks are managed. 1.78bn is a lot of money to manuovre and looking further, success or failure will be determined by many factors. Let's not shoot it down so quickly.

BigCannonFairy      ( Date: 29-Oct-2014 23:01) Posted:



Heard Yongnam is awarded with Myanmar contract.

Tomorrow price might spike due to optimism from ignorant retailers. 
  • Myanmar, is a frontier market filled with huge amount uncertainty. Running a business in such country increase the risk of Yongnam which makes expected payoff from the contract LOW.
  • In fact before Yongnam, there were other consortium shortlisted but gave up because the compensation is not sufficient to cover the risk.
  • Democracy is a pillar and foundation of free market and business activity. Democracy in Mynamar has yet to take its shape. This run a high sovereign risk where gov might nationalise Yongnam business properties.
  • Myanmar' s economy has transform and open up too quickly, resulting in old politically powerful fraction losing too much. This run a high risk of old military gov coming back again.
  • Current theme in the stock market is => Buy those bluechip operating in developed market due to the more attractive risk-return tradeoff. Thus new frontier business like those in Myanmar might not recieve a good valuation.


 

2 years ago I posted that the Target price is around 24 to 27cents.

Anything above that 27cents is clear short sell sign.

Look out for opportunity to short down the over-optimism tomorrow.


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29-Oct-2014 15:41 Yongnam   /   Yong nam       Go to Message
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x 0 		Now is the time for Yongnam to super huat!!!

Last year the stock surged to 38.5cts on anticipation of winning the tender.

Buy and keep. Wining this tender is another feather in Yongnam's cap!
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09-Oct-2014 21:10 Yongnam   /   Yong nam       Go to Message
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Yongnam: Secures 3 Subcontracts Worth S$76.6 Million For Thomson-East Coast MRT Line And A Project In Hong Kong.

09 Oct 2014 17:17


Yongnam Engineering & Construction Pte. Ltd., a wholly-owned subsidiary of Yongnam Holdings Limited, has secured two new subcontracts for the Thomson-East Coast Line Napier Station and the Thomson-East Coast Line Marina South Station and Tunnels in Singapore. In addition, Yongnam Engineering (HK) Limited, a wholly-owned subsidiary of the Group, has secured a subcontract for a temporary steel bridge in Hong Kong. The combined value of the contracts is S$76.6 million.
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07-Oct-2014 09:27 Yongnam   /   Yong nam       Go to Message
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7 Oct 2014 07:28
Source: SGXNet
 
This is another positive development, the EPS will rise from 0.44cts to 3.13cts.  
 
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