logo transparent gif
top_white_spacer
Home Latest Stock Forum Topics MyCorner - Personal Stocks Porfolio Stock Lists Investor Insights Investor Research & Links Dynamic Stock Charting FREE Registration About Us top spacer top spacer
 User Password Auto-Login
Enter Stock
 
righttip
branding

Back
First   < Newer   1001-1020 of 1331   Older>   Last  
Latest Forum Topics / Yanlord Land    Last:0.64    -0.005  Post Reply
Yanlord just delivered a Spectacular Results
huathuat88888
Elite
25-Nov-2018 19:15     
 
huathuat88888 About Contact  Quote this Post!  
  x 0
  x 0

 Alert Admin
LOL ANG MO FUNDS CHASING AFTER CHINA PROPERTY STOCKS.

JP Morgan?s investment and divestment drew the attention of other financial heavyweights to Vanke. Citigroup on Tuesday followed JP Morgan Chase by increasing its holdings in the developer by 0.5 percentage points to 9.07 percent, while BlackRock on Monday bought 2,350,000 shares of Vanke stock and increased its holdings to 7.65 percent from their 7.59 percent level on October 26th.

huathuat88888      ( Date: 25-Nov-2018 19:13) Posted:


LOL

JP MORGAN CHASE BUILDS 11% STAKE IN CHINA VANKE
 Useful To Me  Not Useful To Me
huathuat88888
Elite
25-Nov-2018 19:13     
 
huathuat88888 About Contact  Quote this Post!  
  x 0
  x 0

 Alert Admin
LOL

JP MORGAN CHASE BUILDS 11% STAKE IN CHINA VANKE
 Useful To Me  Not Useful To Me


serious
Master
24-Nov-2018 22:01     
 
serious About Contact  Quote this Post!  
  x 0
  x 0

 Alert Admin 		I just know  abit here and there , understand or know China not even one 0.1% .  Happy to learn from few China experts in SJ . Really learnt a lot from them , very thankful .

runaway      ( Date: 24-Nov-2018 16:47) Posted:


👍 Ground knowledge is above all the historical numbers.

You saved yourself $67,500 for now, could be more if the share continues  to drift south.

I love HK 烧 鹅 腿 .
 

serious      ( Date: 24-Nov-2018 15:53) Posted:

I sold all my 250,000  shares at around 1.55 when I heard these ' ' rumours ' ' . BTW I spend at least 3-4 months in China and HK yearly since 2001
 Useful To Me  Not Useful To Me
runaway
Senior
24-Nov-2018 16:47     
 
runaway About Contact  Quote this Post!  
  x 0
  x 0

 Alert Admin
👍 Ground knowledge is above all the historical numbers.

You saved yourself $67,500 for now, could be more if the share continues  to drift south.

I love HK 烧 鹅 腿 .
 

serious      ( Date: 24-Nov-2018 15:53) Posted:

I sold all my 250,000  shares at around 1.55 when I heard these ' ' rumours ' ' . BTW I spend at least 3-4 months in China and HK yearly since 2001.

runaway      ( Date: 24-Nov-2018 15:48) Posted:


Is this the < Big News> HuatHuat8888 was talking about?
 
 Useful To Me  Not Useful To Me
tonylim2
Veteran
24-Nov-2018 16:31     
 
tonylim2 About Contact  Quote this Post!  
  x 0
  x 0

 Alert Admin 		YL borrowing is just too high , if pre sales is bane , YL will be half dead because cash flow is very critical to high leverage companies . .
 Useful To Me  Not Useful To Me


serious
Master
24-Nov-2018 15:53     
 
serious About Contact  Quote this Post!  
  x 0
  x 0

 Alert Admin 		I sold all my 250,000  shares at around 1.55 when I heard these ' ' rumours ' ' . BTW I spend at least 3-4 months in China and HK yearly since 2001.

runaway      ( Date: 24-Nov-2018 15:48) Posted:


Is this the < Big News> HuatHuat8888 was talking about?
 

tonylim2      ( Date: 24-Nov-2018 14:56) Posted:


https://www.scmp.com/business/banking-finance/article/2165700/chinese-property-stocks-hit-housing-ministry-instructs-six                                                 

Chinese property stocks hit as housing ministry instructs six provinces to conduct in-depth study of pre-sales
 Useful To Me  Not Useful To Me
runaway
Senior
24-Nov-2018 15:48     
 
runaway About Contact  Quote this Post!  
  x 0
  x 0

 Alert Admin
Is this the < Big News> HuatHuat8888 was talking about?
 

tonylim2      ( Date: 24-Nov-2018 14:56) Posted:


https://www.scmp.com/business/banking-finance/article/2165700/chinese-property-stocks-hit-housing-ministry-instructs-six                                                 

Chinese property stocks hit as housing ministry instructs six provinces to conduct in-depth study of pre-sales
 Useful To Me  Not Useful To Me
runaway
Senior
24-Nov-2018 15:44     
 
runaway About Contact  Quote this Post!  
  x 0
  x 0

 Alert Admin 		There is a reason for everything that happens.

Yanlord was $1.90 in Jan. It defied all good fundamentals and drifted down to $1.28 today.

Nothing that is known can explain the drop in its share price. Those in the know of the unknown are heading to the exit.

I believe the truth, the unknown,   will be known in 2019.


 
 Useful To Me  Not Useful To Me


tonylim2
Veteran
24-Nov-2018 14:56     
 
tonylim2 About Contact  Quote this Post!  
  x 0
  x 0

 Alert Admin
https://www.scmp.com/business/banking-finance/article/2165700/chinese-property-stocks-hit-housing-ministry-instructs-six                                                 

Chinese property stocks hit as housing ministry instructs six provinces to conduct in-depth study of pre-sales
 Useful To Me  Not Useful To Me
serious
Master
24-Nov-2018 14:40     
 
serious About Contact  Quote this Post!  
  x 0
  x 0

 Alert Admin

China steps closer to banning home presales, sending a chill among domestic developersChinese property developers have been invited to give their input on a controversial proposal that would prohibit sales of flats before they are finished, potentially expanding discussion currently underway in Guangdong province. A broad prohibition of the sales practise could weigh negatively on shares of large property developers and remove a key source of funding to smaller developers, according to experts.
 Useful To Me  Not Useful To Me
tonylim2
Veteran
24-Nov-2018 14:36     
 
tonylim2 About Contact  Quote this Post!  
  x 0
  x 0

 Alert Admin 		Many developers face pre-sales permit delay not just YL becasue the PRC gov. may bane pe -sales altogether . So take note of this . If ban is confirmed , not difficult to imagine the fate of all developers there . Why ZSJ stops buying  YL shares ? Get the drift .

serious      ( Date: 24-Nov-2018 14:12) Posted:

Yanlord Land Group Limited&rsquo s (Yanlord) recent 3Q18 results were solid, with PATMI beating our expectations. However, Yanlord highlighted that it had encountered some pre-sales permit delays for two projects in Shenzhen, with a push back to early next year.

huathuat88888      ( Date: 24-Nov-2018 13:04) Posted:


When u cant even spell Shenzhen correctly, we know u are no China expert.

LOL

Tulip is prime freehold JV (partner) with HK Land.

UE was acquired at very "good discounted price" by JV (again) with Kuok's Perennial. Otherwise, why u think Oxley wants to buy into it and 凑 热 闹 too ?

The" fun and the nice party" was arranged by OCBC and GE and Yanlord and Perennial were "cordially invited".

Oxley wasnt even invited to the party and just "barged in" like that, coming to the party "uninvited".

It is like :
So there is a wedding dinner (marriage between Yanlord Perennial OCBC GE) and they didnt give Oxley invitation card and Oxley just went to the dinner and say : " here my red packet, i wanna eat , find me a seat "

What does it say ?

LOL

And what Shenzhen delay ?



 Useful To Me  Not Useful To Me
serious
Master
24-Nov-2018 14:12     
 
serious About Contact  Quote this Post!  
  x 0
  x 0

 Alert Admin 		Yanlord Land Group Limited&rsquo s (Yanlord) recent 3Q18 results were solid, with PATMI beating our expectations. However, Yanlord highlighted that it had encountered some pre-sales permit delays for two projects in Shenzhen, with a push back to early next year.

huathuat88888      ( Date: 24-Nov-2018 13:04) Posted:


When u cant even spell Shenzhen correctly, we know u are no China expert.

LOL

Tulip is prime freehold JV (partner) with HK Land.

UE was acquired at very "good discounted price" by JV (again) with Kuok's Perennial. Otherwise, why u think Oxley wants to buy into it and 凑 热 闹 too ?

The" fun and the nice party" was arranged by OCBC and GE and Yanlord and Perennial were "cordially invited".

Oxley wasnt even invited to the party and just "barged in" like that, coming to the party "uninvited".

It is like :
So there is a wedding dinner (marriage between Yanlord Perennial OCBC GE) and they didnt give Oxley invitation card and Oxley just went to the dinner and say : " here my red packet, i wanna eat , find me a seat "

What does it say ?

LOL

And what Shenzhen delay ?



serious      ( Date: 24-Nov-2018 11:44) Posted:

They bought into Tulip garden enbloc at almost a billion $ and the UE / WBL stake at the wrong timimg , these 2 investments cost YL billiuons and the holding costs are high , eating into their bottomline. Y aso face deleyed in the Shenzheng projects. so bad news come one after another .
 Useful To Me  Not Useful To Me


huathuat88888
Elite
24-Nov-2018 13:16     
 
huathuat88888 About Contact  Quote this Post!  
  x 0
  x 0

 Alert Admin 		Let me explain why some retailers "have a grudge" with some stocks like say Yanlord .

Likely to be :

These retailers bought at 1.70.
Cut loss at 1.40 to 1.50.
Not buying back at 1.20 to 1.30. Staying sidelines to watch.
But if price go up , they feel "painful".
Say if Yanlord go up to $1.60 to 1.80 where ZSJ bought a lot. More than 30 mil shares.
Feel painful cos they wold say : "i should not have...." "i should have hold...." "i should have bought at....."

"I could have ...." etc




 Useful To Me  Not Useful To Me
huathuat88888
Elite
24-Nov-2018 13:08     
 
huathuat88888 About Contact  Quote this Post!  
  x 0
  x 0

 Alert Admin 		Actually I can dont explain. Just saying it so that other investiors will not be misled by nonsense.
 Useful To Me  Not Useful To Me
huathuat88888
Elite
24-Nov-2018 13:04     
 
huathuat88888 About Contact  Quote this Post!  
  x 0
  x 0

 Alert Admin
When u cant even spell Shenzhen correctly, we know u are no China expert.

LOL

Tulip is prime freehold JV (partner) with HK Land.

UE was acquired at very "good discounted price" by JV (again) with Kuok's Perennial. Otherwise, why u think Oxley wants to buy into it and 凑 热 闹 too ?

The" fun and the nice party" was arranged by OCBC and GE and Yanlord and Perennial were "cordially invited".

Oxley wasnt even invited to the party and just "barged in" like that, coming to the party "uninvited".

It is like :
So there is a wedding dinner (marriage between Yanlord Perennial OCBC GE) and they didnt give Oxley invitation card and Oxley just went to the dinner and say : " here my red packet, i wanna eat , find me a seat "

What does it say ?

LOL

And what Shenzhen delay ?



serious      ( Date: 24-Nov-2018 11:44) Posted:

They bought into Tulip garden enbloc at almost a billion $ and the UE / WBL stake at the wrong timimg , these 2 investments cost YL billiuons and the holding costs are high , eating into their bottomline. Y aso face deleyed in the Shenzheng projects. so bad news come one after another .
 Useful To Me  Not Useful To Me
lifeisgood
Supreme
24-Nov-2018 13:00     
 
lifeisgood About Contact  Quote this Post!  
  x 0
  x 0

 Alert Admin 		Yeah, bad news good for the shorts.

serious      ( Date: 24-Nov-2018 11:44) Posted:

They bought into Tulip garden enbloc at almost a billion $ and the UE / WBL stake at the wrong timimg , these 2 investments cost YL billiuons and the holding costs are high , eating into their bottomline. Y aso face deleyed in the Shenzheng projects. so bad news come one after another .
 Useful To Me  Not Useful To Me
serious
Master
24-Nov-2018 11:44     
 
serious About Contact  Quote this Post!  
  x 0
  x 0

 Alert Admin 		They bought into Tulip garden enbloc at almost a billion $ and the UE / WBL stake at the wrong timimg , these 2 investments cost YL billiuons and the holding costs are high , eating into their bottomline. Y aso face deleyed in the Shenzheng projects. so bad news come one after another .
 Useful To Me  Not Useful To Me
Qanghoo
Supreme
24-Nov-2018 07:28     
 
Qanghoo About Contact  Quote this Post!  
  x 0
  x 0

 Alert Admin 		So what are the parameters to tell a rolex from a casio?  Very confusing isn' t it?

Qanghoo      ( Date: 24-Nov-2018 06:57) Posted:

Eh, some time back was casio.  Then sold at Rolex px.    Just wondering why ...... UOL Patek Philip sold at Sungei-Road px arh?  Capitaland maybe Sungei Road also cannot sell one leh ....

runaway      ( Date: 23-Nov-2018 07:19) Posted:



It is indeed a steal  if a Prada is selling as a Panda.

In real life, it does not happen.  Can you get a Rolex at Casio price?

I agree that YoY is a traditional comparison. However, your argument on seasonal fluctuation like ghost quarter does not hold true for Q3 over Q2, 2017.

2017

Q2 Rev RMB4,277M Profit RMB647M

Q3 Rev RMB3,764M Profit RMB759M

Q3/Q2  Rev down (-12%), Profit up +17%.

2018

Q3/Q2  Rev down (-41%), Profit down (-39%)

I cant think of any other reason why the share is down 40% this year, despite the remarkable results over the last 5 years. Q4 may provide the answer.
 
 


 Useful To Me  Not Useful To Me
Qanghoo
Supreme
24-Nov-2018 07:14     
 
Qanghoo About Contact  Quote this Post!  
  x 0
  x 0

 Alert Admin 		Isn' t a jv with mcl leveraging on on each other' s strengths n also spreading the risks?

runaway      ( Date: 24-Nov-2018 06:50) Posted:


YanLord is in joint venture with MCL to try its first foray into Singapore property development. A freehold land sold enbloc by Tulip Gardens.

Yanlord stronghold is in China. It has never set foot outside and Singapore is no easy environment, with many established and bigger players and Governements cooling measures to curb the rising prices.

Is the Chinese property sector finally beginning to crumble in the face of tighter credit conditions? Q4 and 2019   may have the answer.
 

 Useful To Me  Not Useful To Me
Qanghoo
Supreme
24-Nov-2018 06:57     
 
Qanghoo About Contact  Quote this Post!  
  x 0
  x 0

 Alert Admin 		Eh, some time back was casio.  Then sold at Rolex px.    Just wondering why ...... UOL Patek Philip sold at Sungei-Road px arh?  Capitaland maybe Sungei Road also cannot sell one leh ....

runaway      ( Date: 23-Nov-2018 07:19) Posted:



It is indeed a steal  if a Prada is selling as a Panda.

In real life, it does not happen.  Can you get a Rolex at Casio price?

I agree that YoY is a traditional comparison. However, your argument on seasonal fluctuation like ghost quarter does not hold true for Q3 over Q2, 2017.

2017

Q2 Rev RMB4,277M Profit RMB647M

Q3 Rev RMB3,764M Profit RMB759M

Q3/Q2  Rev down (-12%), Profit up +17%.

2018

Q3/Q2  Rev down (-41%), Profit down (-39%)

I cant think of any other reason why the share is down 40% this year, despite the remarkable results over the last 5 years. Q4 may provide the answer.
 
 


Sinari      ( Date: 22-Nov-2018 22:49) Posted:

Hi runaway,

Maybe a GO is on the way? Never say never.

In business, we always compare financial performance Q on Q (i.e. Q3 last FY to Q3 this FY). This is to eliminate seasonal effect. Typically, all developers have dismal Q3 results because that period (01 Jul to 30 Sep) conincides hungry ghost festival where many buyers avoid buying house. Hospitality REITs will also clock in better revenue in Q4 due to year end holidays.

Revenue for Q4 FY2016 was 88% higher than Q3 FY2016.
Revenue for  Q4 FY2017 was 300% higher than Q3 FY2017. 
Revenue for Q3 FY2018 is RMB$5,711M. Let us just be conservative and use 88%.
Projected Q4FY2018 will be $10,737M and Full Year Revenue will be $33,000M or $33B. (ZSJ' s own target is 35B). Assuming the same cost and capital structure, the EPS can be calculated as RMB$2.646 or S$0.529. Assuming that they maintain the dividend payout ratio same as last year (i.e. 20%), we can expect a dividend of S$0.11. This will make the dividend yield at 8.5% based on today' s closing price of $1.28! by then the share price will definitely adjust upwards.

Give me a chance to buy Prada bag at Panda price now, why not? )
 Useful To Me  Not Useful To Me
                                                         First   < Newer   1001-1020 of 1331   Older>   Last  



ShareJunction Version: 27 Nov 2020 ver- All Rights Reserved. Copyright ShareJunction Pte. Ltd. Disclaimer: All prices from are delayed. ShareJunction does not provide you with any financial advice. We are not into the business of providing any investment advice. See our Terms and Conditions and Privacy Policy of using this website. Data is delayed for varying periods of time depending on the exchange, but for at least 15 minutes. Copyright © SIX Financial Information Ltd. and its licensors. All Rights reserved. Further distribution and use by third parties prohibited. SIX Financial Information and its licensors make no warranty for information displayed and accept no liability for data and prices. SIX Financial Information reserves the right to adapt and/or alter this website at any time without prior notice.

Web design by FoundationFlux. Hosted with Signetique Cloud.