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shadow Veteran	21-Apr 11:25        shadow About Contact  Quote this Post!
x 0   x 0  Alert Admin	Another analyst strong upgrade !! YANGZIJIANG: " Raising Target Price To Street-High $1.90," Says Deutsche http://www.nextinsight.net/index.php/story-archive-mainmenu-60/927-2015/9929-yangzijiang-qour-key-pick-as-the-chinese-shipbuilding-industry-further-consolidatesq-says-deutsche Our key pick as the Chinese shipbuilding industry further consolidates Ren Yuanlin, executive chairman of Yangzijiang.NextInsight file photo.As the shipbuilding industry consolidates further in China, weaker yards will become marginalized and a select group of larger/stronger yards will remain. YZJ will be one of the winners as the industry evolves to look more like the landscape in South Korea where only a few major yards dominate. Recent order wins for LNG vessels have been announced and YZJ is close to containership new orders, reinforcing its established position. We have upgraded our earnings forecasts for YZJ by 20-38% after raising new orders by 7-20%. This implies an RoE of 13% supporting a 1.5x P/BV valuation, and we have raised our target price from S$1.40 to a street-high S$1.90. Maintain Buy.
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ascend88 Master	21-Apr-2015 11:00        ascend88 About Contact  Quote this Post!
x 0   x 0  Alert Admin	break out !!!!! ascend88      ( Date: 20-Apr-2015 15:49) Posted: need to break 1.425.....
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FATABA Supreme	21-Apr-2015 10:59        FATABA About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	YZJ ship is sailing nicely toward 1.50 .......not even CD yet ( 0.055) ....room for it to go go go. THe Keppel of CHINA TaiCheong      ( Date: 20-Apr-2015 21:37) Posted: Performer indeed.👍 ascend88      ( Date: 20-Apr-2015 19:30) Posted: Closed flat with abit extra ... Nice Ah
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TaiCheong Member	20-Apr-2015 21:37        TaiCheong About Contact  Quote this Post!
x 0   x 0  Alert Admin	Performer indeed.👍 ascend88      ( Date: 20-Apr-2015 19:30) Posted: Closed flat with abit extra ... Nice Ah
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ascend88 Master	20-Apr-2015 19:30        ascend88 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Closed flat with abit extra ... Nice Ah
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ascend88 Master	20-Apr-2015 15:49        ascend88 About Contact  Quote this Post!
x 0   x 0  Alert Admin	need to break 1.425.....
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ascend88 Master	20-Apr-2015 15:45        ascend88 About Contact  Quote this Post!
x 0   x 0  Alert Admin	1.415   nice ah ....
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ascend88 Master	20-Apr-2015 11:23        ascend88 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Flat at 141 again ...
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pretarious Senior	20-Apr-2015 10:30        pretarious About Contact  Quote this Post! Style: Combined   Mood: Yells: "Avoid those who profit on your greed or your fears"
x 0   x 0  Alert Admin	Expect mid-term corrections. Price should fall by a bit. charliel3ong      ( Date: 17-Apr-2015 11:20) Posted: 1.425, on the brink of breakout, eyeing 1.50 range......next resistance 1.60
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charliel3ong Senior	17-Apr-2015 11:20        charliel3ong About Contact  Quote this Post!
x 0   x 0  Alert Admin	1.425, on the brink of breakout, eyeing 1.50 range......next resistance 1.60
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Ronron Member	17-Apr-2015 10:37        Ronron About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Still on this battleship... just loving the increase everyday.... Slow and steady climbing...
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sean123 Member	16-Apr-2015 19:57        sean123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Can sombody tell the XD date? Thanks.
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pretarious Senior	16-Apr-2015 12:04        pretarious About Contact  Quote this Post! Style: Combined   Mood: Yells: "Avoid those who profit on your greed or your fears"
x 0   x 0  Alert Admin	Sure Its on SGX website (posted close of every day). http://sgx.com/wps/portal/sgxweb/home/marketinfo/marking_of_sell_orders frozentouch      ( Date: 16-Apr-2015 12:02) Posted: Hi Pretarious.   Can I know how do you get the information of short transactions? Just curious. Thanks! pretarious      ( Date: 16-Apr-2015 11:45) Posted: Yesterday short sold: YZJ Shipbldg SGD 2,175,400 SGD 3,029,588
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frozentouch Member	16-Apr-2015 12:02        frozentouch About Contact  Quote this Post!
x 0   x 0  Alert Admin	Hi Pretarious.   Can I know how do you get the information of short transactions? Just curious. Thanks! pretarious      ( Date: 16-Apr-2015 11:45) Posted: Yesterday short sold: YZJ Shipbldg SGD 2,175,400 SGD 3,029,588 pretarious      ( Date: 16-Apr-2015 11:43) Posted: True Never misguide others though, we stick to facts and let everyone make their own judegement as they wish.
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pretarious Senior	16-Apr-2015 11:45        pretarious About Contact  Quote this Post! Style: Combined   Mood: Yells: "Avoid those who profit on your greed or your fears"
x 0   x 0  Alert Admin	Yesterday short sold: YZJ Shipbldg SGD 2,175,400 SGD 3,029,588 pretarious      ( Date: 16-Apr-2015 11:43) Posted: True Never misguide others though, we stick to facts and let everyone make their own judegement as they wish. shadow      ( Date: 16-Apr-2015 11:27) Posted: at some point we all have to lock out the profit, is individual call... meanwhile enjoy thr ride up!
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pretarious Senior	16-Apr-2015 11:43        pretarious About Contact  Quote this Post! Style: Combined   Mood: Yells: "Avoid those who profit on your greed or your fears"
x 0   x 0  Alert Admin	True Never misguide others though, we stick to facts and let everyone make their own judegement as they wish. shadow      ( Date: 16-Apr-2015 11:27) Posted: at some point we all have to lock out the profit, is individual call... meanwhile enjoy thr ride up!
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ascend88 Master	16-Apr-2015 11:31        ascend88 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Thank u ..as long U made $ ... pretarious      ( Date: 16-Apr-2015 11:18) Posted: All the best ascend. If I had more money for finance, I would have held it. Remember I went out? But nevertheless, I am happy that my study on the stock was good. I moved to higher volatility stocks :). ascend88      ( Date: 16-Apr-2015 11:08) Posted: Hahaha .. Let's enjoy the ride ...hope nobody fell off the battleship
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shadow Veteran	16-Apr-2015 11:27        shadow About Contact  Quote this Post!
x 0   x 0  Alert Admin	at some point we all have to lock out the profit, is individual call... meanwhile enjoy thr ride up!
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pretarious Senior	16-Apr-2015 11:18        pretarious About Contact  Quote this Post! Style: Combined   Mood: Yells: "Avoid those who profit on your greed or your fears"
x 0   x 0  Alert Admin	All the best ascend. If I had more money for finance, I would have held it. Remember I went out? But nevertheless, I am happy that my study on the stock was good. I moved to higher volatility stocks :). ascend88      ( Date: 16-Apr-2015 11:08) Posted: Hahaha .. Let's enjoy the ride ...hope nobody fell off the battleship pretarious      ( Date: 16-Apr-2015 10:51) Posted: Ascend, thats one reason I dont trust earlybird' s word. His work is more gamble than a true shortist style shorting ).  It takes a lot more skill than somone gambling.
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ascend88 Master	16-Apr-2015 11:13        ascend88 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Indeed .. With more and more shipyards closing down ... This may be a dream come true ... Soon If u have been in the market long enough .. Kepcorp also started as a shipyard FATABA      ( Date: 16-Apr-2015 11:03) Posted: this counter is moving ( set ship) strongly in the up direction. Can you imagine with new orders this year....and if with good margin.... it can become a super blue chip of the shipping industry of CHINA....1.50 here we go. NotPro      ( Date: 14-Apr-2015 02:24) Posted: 1. Macroecons & political factor (stimulus) aside, I guess it will drop by SGD0.055 as soon as it goes XD then. Later push again by BBs maybe! 2. Yeah, Saw that Assets HTM dropped from RMB 14.1Bn to 10.8Bn, current & Long-term (Entusted loans in various sectors, largely in Real estates & Manufacturing - so as long as no defaults, should be fine but will take some time) (Source: http://www.ocbcresearch.com/Article.aspx?type=research& id=20140924093652_22291) Just to add, Restricted cash possibly went to debt repayment i believe. it dropped drastically from RMB 8.4Bn to 3.3Bn. So although Liabilities improved, cash position seems to be hurt (smell window dressing to improve NAV) + dividends payment coming (hope they can do more on the Assets HTM) 3. Son was GM i think, should be ok as well. 4 & 5. Not sure if they can be selective in the longer term because order book was 1.8Bn in FY 2014 (but 1st half was 1.4 Bn) - That means second half 2014 only 0.4Bn order? If this is case, then in line with sector' s sentiments but stronger than the average Joe.   Thanks FATABA for your earlier insight. I think you already know most of these points since you are more senior in this. haha.....
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