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Latest Posts By yingli - Veteran      About yingli
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29-Aug-2014 16:01 Valuetronics   /   Biz Times june 26..Valuetronics to expand       Go to Message
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By the way*, who are you to question me?

limhpp      ( Date: 29-Aug-2014 15:53) Posted:



By the why, who are you  to  comment on   the next target price......

yingli      ( Date: 29-Aug-2014 14:16) Posted:



Hi thanks for reading my report,

 

But basic business strategy and economic theory goes as the following:

1) Segment A (in this case the low end LED segment) profit margin falling and competition increasing. 

2) Those who remains in Segment A can only wait for consolidation where big businesses eat up small businesses

3) Businesses in Segment A, who want to survive, will start to move into other segment (In this context, the premium LED market) to escape competition and seek of better margin.

4) To move into other segments entail investment in better technology of course and Chinese Gov has been giving out heavy subsidies in this area.

I don' t make claims without logic.


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29-Aug-2014 14:16 Valuetronics   /   Biz Times june 26..Valuetronics to expand       Go to Message
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Hi thanks for reading my report,

 

But basic business strategy and economic theory goes as the following:

1) Segment A (in this case the low end LED segment) profit margin falling and competition increasing. 

2) Those who remains in Segment A can only wait for consolidation where big businesses eat up small businesses

3) Businesses in Segment A, who want to survive, will start to move into other segment (In this context, the premium LED market) to escape competition and seek of better margin.

4) To move into other segments entail investment in better technology of course and Chinese Gov has been giving out heavy subsidies in this area.

I don' t make claims without logic.

worcer      ( Date: 29-Aug-2014 14:07) Posted:



Read ur report.

Partly correct base on layman assumtion. U must understand China factories b4 saying that they will start producing  premium LED for no reason. This is unlikly the way down the road.

1) China manufacturers pride themselves doing cheap LED. Asking them to use premium tech is assuming they have the expertise and the willingness to do it. Like asking China to build a stealth fighter plane which failed.

2) China  production cost is raising. This could eat into their competitiveness and make them unwilling to invest in a higher quality product.

3) I believe if the China man wans to produce premium LED... They would have done it years ago, ignoring those patent laws. " There is a will, ther is a way" thats when there is real profit there then u sure see China at the front of that line. Otherwise, They rather invest their time somewhere else. 

yingli      ( Date: 29-Aug-2014 11:39) Posted:

I posted a report titled " Valuetronic: Too Much  RISKS  To Ignore"   on my blog since 22nd July 2014 when the price is still rising like no body business. You guys can visit my blog to read the full report.
 
Rosesyrup Research
Call: Sell             
Target Price: $0.34
 
URL:
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29-Aug-2014 14:01 Valuetronics   /   Valuetronics       Go to Message
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I posted a report titled "   Valuetronic: Too Much  RISKS  To Ignore"     on my blog since 22nd July 2014 when the price is still rising like no body business. You guys can visit my blog to read the full report.
 
Rosesyrup Research
Call: Sell             
Target Price: $0.34
 
URL:
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29-Aug-2014 11:39 Valuetronics   /   Biz Times june 26..Valuetronics to expand       Go to Message
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I posted a report titled " Valuetronic: Too Much  RISKS  To Ignore"   on my blog since 22nd July 2014 when the price is still rising like no body business. You guys can visit my blog to read the full report.
 
Rosesyrup Research
Call: Sell             
Target Price: $0.34
 
URL:
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29-Aug-2014 11:35 Genting Sing   /   Genting SP Next Move       Go to Message
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test
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29-Aug-2014 00:39 Straco   /   China Tourism Business : Good Potential       Go to Message
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Probably share price drop upon lifting 

 

BUT this is a good news:

1) Synergy with Straco business

2) STB will probably sell at cheap price since this wheel is a loss-making business anyway

ozone2002      ( Date: 28-Aug-2014 14:22) Posted:



Straco set to announce Singapore Flyer acquisition

will this bring down their bottom line?

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28-Aug-2014 22:46 Yongnam   /   Yong nam       Go to Message
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For the last two months whenever I flip open the newspaper, I read many " experts" giving their forecasts and predictions on how low Singapore property price will go before rebouncing. But the question on local property market isn' t about WHAT(price), it is more about WHEN.

We got to understand:
  1.   Local property prices are falling due to gov not removing the cooling measure.
  2. Those measures are not meant to lower property prices to a specific level (if that was the case, those analysts' attempt on predicting " how low price would get" would be appropriate)
  3. Rather Gov kept those cooling measures on because it is worried that the low interest rate level (which depends mainly on Fed and not under the control of MAS) will spur irration speculation and ultimate property bubble.
  4. Understanding Point 3, means that Gov will only remove cooling measures (and therefore property price will only rise) only when interest starts rising.
  5. Simply put, those experts' predictions on WHAT PRICE are basically irrelevant. 
  6. A better prediction would be on when will interest rate start rising.
  7. Lastest minute on Fed' s meeting in Jackson Hole already revealed that the US only plan to raise rate earliest by end of 2015.
  8. So conclusion=====> > > > > Enter properties and construction related counters at (or 1-2months before) Dec 2015 to catch the bottom out in the property market.


spore1      ( Date: 28-Aug-2014 22:19) Posted:

20 cents think can consider to accumulate

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28-Aug-2014 18:50 Shen Yao   /   ThinkEnv name change to Liongold Corp       Go to Message
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fortunecat      ( Date: 28-Aug-2014 18:45) Posted:

This one really 讲 义 气 , stay low for so long waiting for his two brothers to catch up
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28-Aug-2014 16:31 Yongnam   /   Yong nam       Go to Message
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Singapore threatened with unprecedented 500% increase in household credit: report

Singapore Business Review  &ndash   1 hour 14 minutes ago

RELATED CONTENT



 

Record-low interest rates cannot last forever.

The entire South East Asian region is awash with capital, thanks to record-low interest rates and a loosening of credit underwriting standards. But economists now warn against the rapid fivefold increase in Singapore&rsquo s household debt, which has expanded at a staggering rate in just a decade.

According to a report by ICAEW, the fast increasing rate of household lending has already caused concern in other Southeast Asian countries such as Thailand and Malaysia. A key risk of a rising-consumption economy is a thirst for yield, where in speculators tempted by high returns bet on property prices rising, increasing the risk of a property bubble building up.

The skyrocketing amount of household debt has prompted the Singapore government to intervene by introducing several rounds of property cooling measures, which will slow consumer spending and provide a gentle drag on growth in the short term.

&ldquo In moderation, household debt is useful in allowing people to stay afloat between jobs, or to spread a large purchase across several months&rsquo income. It also encourages the region to move from traditional export-driven growth typically seen in emerging economies towards a consumption-driven growth model, something already evident in Singapore&rsquo s move towards high value-added services,&rdquo noted the report.

But according to Mark Billington, Regional Director, ICAEW South East Asia, &ldquo It is important that economies with already high consumption rates take care to avoid artificially raising the standard of living. Allowing credit growth to offset weak wage growth in lower earnings groups may ultimately raise the number of non-performing loans. That, in turn, could result in increased risks of another financial crisis.&rdquo

ICAEW Economic Advisor and Cebr Director Charles Davis also noted that many banks got their fingers burnt by a sharp increase in non-performing business in the 1997 Asian Financial Crisis.

&ldquo Although reforms have been put in place &ndash including the transformation of economic and financial legislation, bank consolidation and increased capital ratio requirements &ndash post-crisis, many banks have ramped up their consumer lending. Given this, South East Asian economies need to maintain vigilance over lending standards so that they heed the lessons from the late 2000s financial crisis in the US and Europe,&rdquo he cautioned.
 
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28-Aug-2014 15:53 Yongnam   /   Yong nam       Go to Message
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Lol. 

Great news for you:

  • FED plan to raise interest rate only at the end of 2015 ( longer than initially I expected June 2015).

  • Gov unwilling to remove cooling measure due to low interest rate environment

  • Now its seems Singapore property prices and Yongnam share price will only recover when close to end of Dec 2015.

  • You have to wait for one more year and that makes it 3 years !

  • Congrat! You just become a super long term investor. Except that you do not recieve a single cents of return of during these 3 years. LOL



 



 

wiseguy1269      ( Date: 28-Aug-2014 14:33) Posted:



where is that silly rosesyrup girl constantly changing her nicks?   devil

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28-Aug-2014 00:52 Japfa   /   Japfa IPO 15 August       Go to Message
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Lol bro, think you misunderstood me.

I weren' t saying Japfa is a bad counter. In fact I holding 25lots Japfa too. Refer to the following post I made earlier.
Rate This Post:     Useful To Me        Not Useful To Me   
yingli 
Member  		22-Aug-2014 18:11           About yingli           Contact              Quote!                   
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Alert Admin
Rosesyrup Research
 
 
TARGET PRICE: $1
 
Upside: 25%
 
Visiting the following URL for more detail:
 


 

What I was trying to say was, information on cattle business is not widely available and costly to gather, making it hard for retailers to hold for long term. Thus Japfa is more suitable for instituitional investors who can acquire these information at a cheaper price.

 

Cheers.

dragonn      ( Date: 27-Aug-2014 22:38) Posted:



http://infopub.sgx.com/FileOpen/JapfaUnauditedFS30June2014.ashx?App=Announcement& FileID=312651

 

2nd Quater did better than last year with a 11% increase compared to last year' s 2nd quarter.

Profit increased to 141 million up 14 million from last year.

 

 

 

dragonn      ( Date: 27-Aug-2014 16:36) Posted:



Looking at Japfa and Ying Li, this is my views and both of them are straightforward.


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27-Aug-2014 16:54 SMRT   /   SMRT       Go to Message
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27-Aug-2014 13:38 Japfa   /   Japfa IPO 15 August       Go to Message
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Biggest risk for Japfa=> Information asymmetry.

Not much data about cattle market can be found online.

Even banks have problem finding such information and as a result reluctant to finance most of such loans.

 

 

dragonn      ( Date: 27-Aug-2014 13:12) Posted:

Whats the biggest risk compared to ying li?

yingli      ( Date: 26-Aug-2014 20:39) Posted:



Not many retailers have the appepite for Japfa' s risk...

This one mainly instituitional play.


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26-Aug-2014 20:46 Valuetronics   /   Biz Times june 26..Valuetronics to expand       Go to Message
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LOL DBS shouted 72cents.

Now trading at 48.5cents....if what DBS claim is true then still got nearly 50% upside.

DBS even claimed huge amount of cash reserve and therefore a very safe investment.

 

LOL so attractive, sound like free money on the floor, then how come DBS is not buying? Cannot be DBS lack of fund to buy in.

 

Maybe there is some huge hidden risks which our crafty brokerage houses did not reveal? Visit the following URL to know the risk of Valuetronic:



Target price 34cents

 

andante      ( Date: 26-Aug-2014 14:10) Posted:



this counter lose steam already?

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26-Aug-2014 20:39 Japfa   /   Japfa IPO 15 August       Go to Message
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Not many retailers have the appepite for Japfa' s risk...

This one mainly instituitional play.

dragonn      ( Date: 26-Aug-2014 19:47) Posted:

Lol.. suddenly more people come in.
You guys are so quiet during the ipo i was like the only 1 talking.

This is one of the better counter on the market and we'll definitely expect even higher revenues soon. And also the potential value for exchanging rupiah to usd will become better in the coming months.
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26-Aug-2014 14:16 Japfa   /   Japfa IPO 15 August       Go to Message
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Best I thought making japanese war planes.

Jap(anese)F(ighter)A(irpliane)

wesely2k      ( Date: 26-Aug-2014 14:03) Posted:



i tot selling fruit, Jarfa Orange

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22-Aug-2014 18:17 Genting Sing   /   Genting SP Next Move       Go to Message
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Why Genting SP should not pin too much hope on Japan?

 

Visit the following URL to find out why:

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22-Aug-2014 18:13 Yongnam   /   Yong nam       Go to Message
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Lol gald to see that you are stucked in Yongnam for nearly 2 years.

I really feel happy for you. Huat ah.



wiseguy1269      ( Date: 07-Aug-2014 15:23) Posted:


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22-Aug-2014 18:11 Japfa   /   Japfa IPO 15 August       Go to Message
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Rosesyrup Research
 
 
TARGET PRICE: $1
 
Upside: 25%
 
Visiting the following URL for more detail:
 
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