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Cruising with the ship ..Yangzijiang Post Reply Rate topic
earlybird14 Supreme	30-Apr-2015 10:49        earlybird14 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 1  Alert Admin	BDI and container freight rate are at record low, really doubt anybody will order vessels in 2015.
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ruanlai Elite	30-Apr-2015 10:11        ruanlai About Contact  Quote this Post! Style: Fundamental   Mood:
x 0   x 0  Alert Admin	COSCO will not mirrow YZJ..... 1. This Qtr result no profit guidance so must be good. 2. Cosco China turn into profit instead of losses... 3. Merger talk is on the way...... COSCO should be up by today as result out after market hour.   Qanghoo      ( Date: 30-Apr-2015 07:28) Posted: Result not so good.  Gross margin down.  Cosco will mirror this? ascend88      ( Date: 30-Apr-2015 07:19) Posted: Yangzijiang Reports Earnings of RMB707 Million for 1Q2015, Seaspan Enters into Options for Six Additional 10,000TEU Containerships Group gross profit margin remained healthy at 26%, with shipbuilding gross profit margin at 21% 集 團 整 體 毛 利 率 保 持 在 26%的 健 康 水 平 ,造 船 業 務 毛 利 率 為 21%  Options for two units of 36,500DWT bulk carriers and two units of 10,000TEU containership were exercised and became effective in April 2015, with a total contract value of US$238 million 今 年 4月 ,集 團 另 有 4艘 價 值 2.38億 美 金 的 訂 單 由 船 東 選 擇 宣 佈 生 效 ,其 中 包 括 2艘 36,500DWT散 貨 輪 及 2艘 10,000TEU貨 櫃 輪 。  Base on confidence in Yangzijiang?s track record and product quality, Seaspan Corporation had entered into agreement with the Group for six additional units of 10,000TEU containerships 基 於 對 揚 子 江 執 行 能 力 和 產 品 質 量 的 信 心 ,西 斯 班 公 司 與 集 團 新 签 订 六 艘 10,000TEU 貨 櫃 輪 的 船 東 選 擇 生 效 合 約  Increasingly diversified product portfolio and strong order book of 114 vessels worth USD4.6 billion to keep Group on solid growth 集 團 產 品 類 型 不 斷 豐 富 ,目 前 擁 有 114艘 價 值 46億 美 金 的 在 手 訂 單 ,成 長 前 景 良 好
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nqing87 Supreme	30-Apr-2015 09:48        nqing87 About Contact  Quote this Post!
x 0   x 0  Alert Admin	hmm.. compare to Q1 2014, i look at revenue, drop.. profit, drop.. gross margin, drop.. i dunno how is it good results? unless u are saying market had anticipated very bad results, but this result released was better than what was expected.. but anyway, BB do the talking.. news are just 2 sides of  the same  coin.. ascend88      ( Date: 30-Apr-2015 09:13) Posted: my view is results is good. Qanghoo      ( Date: 30-Apr-2015 07:28) Posted: Result not so good.  Gross margin down.  Cosco will mirror this?
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ascend88 Master	30-Apr-2015 09:23        ascend88 About Contact  Quote this Post!
x 0   x 0  Alert Admin	today is the AGM.... hope i can see Mr Ren....and i want to congrate him...and thank him for the good job and ask him to punish those shortist .... hahahahahaha
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ascend88 Master	30-Apr-2015 09:15        ascend88 About Contact  Quote this Post!
x 0   x 0  Alert Admin	filter out all noise....and stay focus....   :) nqing87      ( Date: 30-Apr-2015 09:09) Posted: hmm, results not so good right? but how come price goes up lol..
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ascend88 Master	30-Apr-2015 09:13        ascend88 About Contact  Quote this Post!
x 0   x 0  Alert Admin	my view is results is good. Qanghoo      ( Date: 30-Apr-2015 07:28) Posted: Result not so good.  Gross margin down.  Cosco will mirror this? ascend88      ( Date: 30-Apr-2015 07:19) Posted: Yangzijiang Reports Earnings of RMB707 Million for 1Q2015, Seaspan Enters into Options for Six Additional 10,000TEU Containerships Group gross profit margin remained healthy at 26%, with shipbuilding gross profit margin at 21% 集 團 整 體 毛 利 率 保 持 在 26%的 健 康 水 平 ,造 船 業 務 毛 利 率 為 21%  Options for two units of 36,500DWT bulk carriers and two units of 10,000TEU containership were exercised and became effective in April 2015, with a total contract value of US$238 million 今 年 4月 ,集 團 另 有 4艘 價 值 2.38億 美 金 的 訂 單 由 船 東 選 擇 宣 佈 生 效 ,其 中 包 括 2艘 36,500DWT散 貨 輪 及 2艘 10,000TEU貨 櫃 輪 。  Base on confidence in Yangzijiang?s track record and product quality, Seaspan Corporation had entered into agreement with the Group for six additional units of 10,000TEU containerships 基 於 對 揚 子 江 執 行 能 力 和 產 品 質 量 的 信 心 ,西 斯 班 公 司 與 集 團 新 签 订 六 艘 10,000TEU 貨 櫃 輪 的 船 東 選 擇 生 效 合 約  Increasingly diversified product portfolio and strong order book of 114 vessels worth USD4.6 billion to keep Group on solid growth 集 團 產 品 類 型 不 斷 豐 富 ,目 前 擁 有 114艘 價 值 46億 美 金 的 在 手 訂 單 ,成 長 前 景 良 好
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ascend88 Master	30-Apr-2015 09:11        ascend88 About Contact  Quote this Post!
x 0   x 0  Alert Admin	results is within my expectation....good job Mr Ren....   Able to maintain margin at  26-21%...good...nvr  take in lousy contracts job scale down of HTM  New contracts win more R& D in LNG for future LNG contracts wins Ranked No1 in china by Clarkson Research    prime goal is to enhance shareholder value i.e not to do nationa service ...
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nqing87 Supreme	30-Apr-2015 09:09        nqing87 About Contact  Quote this Post!
x 0   x 0  Alert Admin	hmm, results not so good right? but how come price goes up lol..
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darocupcake Master	30-Apr-2015 08:41        darocupcake About Contact  Quote this Post!
x 0   x 0  Alert Admin	Oh is it maybe I missed it. Tks for telling I go take a look cheongsl      ( Date: 30-Apr-2015 08:21) Posted: You seems like dreaming yzj already declared the dividend in fy2014, the result is first qty. I don"t remember yzj declare any dividend in first quarter ever. darocupcake      ( Date: 30-Apr-2015 08:13) Posted: First time no dividend declared
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cheongsl Master	30-Apr-2015 08:21        cheongsl About Contact  Quote this Post!
x 0   x 0  Alert Admin	You seems like dreaming yzj already declared the dividend in fy2014, the result is first qty. I don"t remember yzj declare any dividend in first quarter ever. darocupcake      ( Date: 30-Apr-2015 08:13) Posted: First time no dividend declared
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darocupcake Master	30-Apr-2015 08:13        darocupcake About Contact  Quote this Post!
x 0   x 0  Alert Admin	First time no dividend declared
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Qanghoo Supreme	30-Apr-2015 07:28        Qanghoo About Contact  Quote this Post!
x 0   x 0  Alert Admin	Result not so good.  Gross margin down.  Cosco will mirror this? ascend88      ( Date: 30-Apr-2015 07:19) Posted: Yangzijiang Reports Earnings of RMB707 Million for 1Q2015, Seaspan Enters into Options for Six Additional 10,000TEU Containerships Group gross profit margin remained healthy at 26%, with shipbuilding gross profit margin at 21% 集 團 整 體 毛 利 率 保 持 在 26%的 健 康 水 平 ,造 船 業 務 毛 利 率 為 21%  Options for two units of 36,500DWT bulk carriers and two units of 10,000TEU containership were exercised and became effective in April 2015, with a total contract value of US$238 million 今 年 4月 ,集 團 另 有 4艘 價 值 2.38億 美 金 的 訂 單 由 船 東 選 擇 宣 佈 生 效 ,其 中 包 括 2艘 36,500DWT散 貨 輪 及 2艘 10,000TEU貨 櫃 輪 。  Base on confidence in Yangzijiang?s track record and product quality, Seaspan Corporation had entered into agreement with the Group for six additional units of 10,000TEU containerships 基 於 對 揚 子 江 執 行 能 力 和 產 品 質 量 的 信 心 ,西 斯 班 公 司 與 集 團 新 签 订 六 艘 10,000TEU 貨 櫃 輪 的 船 東 選 擇 生 效 合 約  Increasingly diversified product portfolio and strong order book of 114 vessels worth USD4.6 billion to keep Group on solid growth 集 團 產 品 類 型 不 斷 豐 富 ,目 前 擁 有 114艘 價 值 46億 美 金 的 在 手 訂 單 ,成 長 前 景 良 好
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ascend88 Master	30-Apr-2015 07:19        ascend88 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yangzijiang Reports Earnings of RMB707 Million for 1Q2015, Seaspan Enters into Options for Six Additional 10,000TEU Containerships Group gross profit margin remained healthy at 26%, with shipbuilding gross profit margin at 21% 集 團 整 體 毛 利 率 保 持 在 26%的 健 康 水 平 ,造 船 業 務 毛 利 率 為 21%  Options for two units of 36,500DWT bulk carriers and two units of 10,000TEU containership were exercised and became effective in April 2015, with a total contract value of US$238 million 今 年 4月 ,集 團 另 有 4艘 價 值 2.38億 美 金 的 訂 單 由 船 東 選 擇 宣 佈 生 效 ,其 中 包 括 2艘 36,500DWT散 貨 輪 及 2艘 10,000TEU貨 櫃 輪 。  Base on confidence in Yangzijiang?s track record and product quality, Seaspan Corporation had entered into agreement with the Group for six additional units of 10,000TEU containerships 基 於 對 揚 子 江 執 行 能 力 和 產 品 質 量 的 信 心 ,西 斯 班 公 司 與 集 團 新 签 订 六 艘 10,000TEU 貨 櫃 輪 的 船 東 選 擇 生 效 合 約  Increasingly diversified product portfolio and strong order book of 114 vessels worth USD4.6 billion to keep Group on solid growth 集 團 產 品 類 型 不 斷 豐 富 ,目 前 擁 有 114艘 價 值 46億 美 金 的 在 手 訂 單 ,成 長 前 景 良 好
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ascend88 Master	28-Apr-2015 10:13        ascend88 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Delist delist delist !!! ... No 3$ no sell CalvinChia888      ( Date: 28-Apr-2015 09:32) Posted: i see this as a ' sign' .  a sign of more things to come , much like Taiwan Delisting.  maybe YZJ is going to.... here also?   China Stock Markets is the ' global financial playground' , with lots of funds there, so....logically should...., right ?   WanSiTong      ( Date: 28-Apr-2015 09:27) Posted: Yangzijiang Shipbuilding has submitted an application to the Taiwan Stock Exchange to delist its depository receipts.
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CalvinChia888 Master	28-Apr-2015 09:32        CalvinChia888 About Contact  Quote this Post!   Yells: "Pay It Forward Analyze The Analysts"
x 0   x 0  Alert Admin	i see this as a ' sign' .  a sign of more things to come , much like Taiwan Delisting.  maybe YZJ is going to.... here also?   China Stock Markets is the ' global financial playground' , with lots of funds there, so....logically should...., right ?   WanSiTong      ( Date: 28-Apr-2015 09:27) Posted: Yangzijiang Shipbuilding has submitted an application to the Taiwan Stock Exchange to delist its depository receipts.
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WanSiTong Supreme	28-Apr-2015 09:27        WanSiTong About Contact  Quote this Post!   Mood:
x 0   x 0  Alert Admin	Yangzijiang Shipbuilding has submitted an application to the Taiwan Stock Exchange to delist its depository receipts.
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ascend88 Master	28-Apr-2015 09:23        ascend88 About Contact  Quote this Post!
x 0   x 0  Alert Admin	no sell cheap...no show mercy....
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ascend88 Master	28-Apr-2015 07:38        ascend88 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Re rating re rating re rating !!!! Peers listed in china sse are all time high ...
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zhike10 Member	28-Apr-2015 06:37        zhike10 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Full steam ahead. Hope the upcoming quarterly report will provide a boost.
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frozentouch Member	23-Apr-2015 23:22        frozentouch About Contact  Quote this Post!
x 0   x 0  Alert Admin	Some insights. http://www.capitalcube.com/blog/index.php/yangzijiang-shipbuilding-holdings-ltd-undervalued-relative-to-peers-with-decent-fundamentals/
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