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Cruising with the ship ..Yangzijiang Post Reply Rate topic
Yangsogood Senior	14-Jul-2015 10:07        Yangsogood About Contact  Quote this Post!
x 0   x 0  Alert Admin	Of course you do when you missed the short trips in Shanghai and Shenzen It puzzles me why the shorters would just sit, watch and do nothing when there were so much shorting opportunities up north
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earlybird14 Supreme	14-Jul-2015 10:04        earlybird14 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	ya, i also looking for it. touch or exceed a bit and come down a bit, then short!  Heero78      ( Date: 14-Jul-2015 10:03) Posted: haha..i also waiting for at least it touch mid boll.. earlybird14      ( Date: 14-Jul-2015 09:55) Posted: I am waiting to short, please bring it back to 1.35 to 1.37 level. After touching this level, I will see 1.25 in short term.
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Heero78 Veteran	14-Jul-2015 10:03        Heero78 About Contact  Quote this Post!
x 0   x 0  Alert Admin	haha..i also waiting for at least it touch mid boll.. earlybird14      ( Date: 14-Jul-2015 09:55) Posted: I am waiting to short, please bring it back to 1.35 to 1.37 level. After touching this level, I will see 1.25 in short term.
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earlybird14 Supreme	14-Jul-2015 09:55        earlybird14 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	I am waiting to short, please bring it back to 1.35 to 1.37 level. After touching this level, I will see 1.25 in short term.
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FATABA Supreme	14-Jul-2015 09:49        FATABA About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Haha.....JPM $1 forecast...they need to pai pai too. Whatever, this scare strategy might push chairman to buy more for his son. Yangsogood      ( Date: 14-Jul-2015 09:30) Posted: Thanks for the good news....on the way to a Chinese temple...for pai pai tianji      ( Date: 14-Jul-2015 09:27) Posted: YZJ won M C worth " B" RMB  on the way for anouncement...... Huat lar.....Shiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiii
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Yangsogood Senior	14-Jul-2015 09:30        Yangsogood About Contact  Quote this Post!
x 0   x 0  Alert Admin	Thanks for the good news....on the way to a Chinese temple...for pai pai tianji      ( Date: 14-Jul-2015 09:27) Posted: YZJ won M C worth " B" RMB  on the way for anouncement...... Huat lar.....Shiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiii
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tianji Veteran	14-Jul-2015 09:27        tianji About Contact  Quote this Post!
x 0   x 0  Alert Admin	YZJ won M C worth " B" RMB  on the way for anouncement...... Huat lar.....Shiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiii
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earlybird14 Supreme	13-Jul-2015 12:48        earlybird14 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Do ur own study in last few years, you will find YZJ perform very well in past few years, revenue and profit were better than now but share price is worse than now. But price was pumped up in last few months but industry turning worse. Typical pump and dump.  Choice is on your hand. 1/2 years potential is worse only. If you have faith on YZJ long term, 1 to 3 years, just wait for 1 dollars. FATABA      ( Date: 13-Jul-2015 12:21) Posted: Honestly I have sold mine aro 1.45. And since then awaiting to buy back this counter which  I think offer long term potential .( 1/2 yrs) I still question JPM story ...yes nex 3 mths let see if it hit $1 ?? W a book value of 1.199 ( latest from philip site) and dividend yeild of 4.18%, I wld be happy to accumulate aro 1.10 Chairman and a lot of chinese will alrfy start buying . earlybird14      ( Date: 13-Jul-2015 11:15) Posted: The timeline normally is 3 to 6 months. JPM said short is short. They are not OCBC, any how throw the TP and analysis and leave. JPM said short, they will go in to short till their TP. You can wait and see.
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FATABA Supreme	13-Jul-2015 12:21        FATABA About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Honestly I have sold mine aro 1.45. And since then awaiting to buy back this counter which  I think offer long term potential .( 1/2 yrs) I still question JPM story ...yes nex 3 mths let see if it hit $1 ?? W a book value of 1.199 ( latest from philip site) and dividend yeild of 4.18%, I wld be happy to accumulate aro 1.10 Chairman and a lot of chinese will alrfy start buying . earlybird14      ( Date: 13-Jul-2015 11:15) Posted: The timeline normally is 3 to 6 months. JPM said short is short. They are not OCBC, any how throw the TP and analysis and leave. JPM said short, they will go in to short till their TP. You can wait and see. FATABA      ( Date: 13-Jul-2015 11:10) Posted: I dont think they offer a time line ? Its so easy for JPM to say TP $1....but when ? 10 yrs or in  10 weeks. or even 10 mths. That is the objective of their report...creat fear to push down prices for them to accumulate. Nothing more.
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tianji Veteran	13-Jul-2015 11:49        tianji About Contact  Quote this Post!
x 0   x 0  Alert Admin	China' s BBs are enough for the accumulation and times to cheong up the price for the JP Morgan to recover short automatically......
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earlybird14 Supreme	13-Jul-2015 11:15        earlybird14 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	The timeline normally is 3 to 6 months. JPM said short is short. They are not OCBC, any how throw the TP and analysis and leave. JPM said short, they will go in to short till their TP. You can wait and see. FATABA      ( Date: 13-Jul-2015 11:10) Posted: I dont think they offer a time line ? Its so easy for JPM to say TP $1....but when ? 10 yrs or in  10 weeks. or even 10 mths. That is the objective of their report...creat fear to push down prices for them to accumulate. Nothing more. earlybird14      ( Date: 13-Jul-2015 10:45) Posted: The TP is not expected to reach in day or week. But months after hit in months time, they will revise again. Nobody will pick when 1 dollar come, because the result will reflect what is happening now and moving forward, the prospect is going o worse. So even 1 dollars will also be considered expensive at that time.  JP will make it and others brokers will join, lastly retailers will join and crash the price to 1 dollar or lower.
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FATABA Supreme	13-Jul-2015 11:10        FATABA About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	I dont think they offer a time line ? Its so easy for JPM to say TP $1....but when ? 10 yrs or in  10 weeks. or even 10 mths. That is the objective of their report...creat fear to push down prices for them to accumulate. Nothing more. earlybird14      ( Date: 13-Jul-2015 10:45) Posted: The TP is not expected to reach in day or week. But months after hit in months time, they will revise again. Nobody will pick when 1 dollar come, because the result will reflect what is happening now and moving forward, the prospect is going o worse. So even 1 dollars will also be considered expensive at that time.  JP will make it and others brokers will join, lastly retailers will join and crash the price to 1 dollar or lower. FATABA      ( Date: 13-Jul-2015 10:41) Posted: I am not surprise YZJ will drop since it last hit the 1.45/150 region and then stay long aro 1.40. Recently push down to 1.3/1.32 .....but reports tht it new TP is $1.( a report ny JPM ) ...then I wld question the objective of this TP .( produce fear or realistically this year ? ) Are they out to creat fear or honestly with justification on their report TP ? Unless it bad loan are all gone and ship building orders on hand are cancel ....it order on hand are still profitable and on delivery schedule. I only question the objective of those report that new TP is $1.  certainly not questioning if YZJ cld drop a little more which offer an opp to accumulate.
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earlybird14 Supreme	13-Jul-2015 10:51        earlybird14 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	China market is going to crash again after this round correction.  Market is still on Angmo hand. China BBs is still behind them.  I just provide my view, you can join them to support the price. YZJ will be 1 dollar soon. I said this seince 1.5, now is 1.32, no very far to be 1. tianji      ( Date: 13-Jul-2015 10:47) Posted: Now the buyers are from CHINA' s BBs........ Ang Mo JP Morgan is in big troubles ....... earlybird14      ( Date: 13-Jul-2015 10:45) Posted: The TP is not expected to reach in day or week. But months after hit in months time, they will revise again. Nobody will pick when 1 dollar come, because the result will reflect what is happening now and moving forward, the prospect is going o worse. So even 1 dollars will also be considered expensive at that time.  JP will make it and others brokers will join, lastly retailers will join and crash the price to 1 dollar or lower.
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tianji Veteran	13-Jul-2015 10:47        tianji About Contact  Quote this Post!
x 0   x 0  Alert Admin	Now the buyers are from CHINA' s BBs........ Ang Mo JP Morgan is in big troubles ....... earlybird14      ( Date: 13-Jul-2015 10:45) Posted: The TP is not expected to reach in day or week. But months after hit in months time, they will revise again. Nobody will pick when 1 dollar come, because the result will reflect what is happening now and moving forward, the prospect is going o worse. So even 1 dollars will also be considered expensive at that time.  JP will make it and others brokers will join, lastly retailers will join and crash the price to 1 dollar or lower. FATABA      ( Date: 13-Jul-2015 10:41) Posted: I am not surprise YZJ will drop since it last hit the 1.45/150 region and then stay long aro 1.40. Recently push down to 1.3/1.32 .....but reports tht it new TP is $1.( a report ny JPM ) ...then I wld question the objective of this TP .( produce fear or realistically this year ? ) Are they out to creat fear or honestly with justification on their report TP ? Unless it bad loan are all gone and ship building orders on hand are cancel ....it order on hand are still profitable and on delivery schedule. I only question the objective of those report that new TP is $1.  certainly not questioning if YZJ cld drop a little more which offer an opp to accumulate.
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earlybird14 Supreme	13-Jul-2015 10:45        earlybird14 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	The TP is not expected to reach in day or week. But months after hit in months time, they will revise again. Nobody will pick when 1 dollar come, because the result will reflect what is happening now and moving forward, the prospect is going o worse. So even 1 dollars will also be considered expensive at that time.  JP will make it and others brokers will join, lastly retailers will join and crash the price to 1 dollar or lower. FATABA      ( Date: 13-Jul-2015 10:41) Posted: I am not surprise YZJ will drop since it last hit the 1.45/150 region and then stay long aro 1.40. Recently push down to 1.3/1.32 .....but reports tht it new TP is $1.( a report ny JPM ) ...then I wld question the objective of this TP .( produce fear or realistically this year ? ) Are they out to creat fear or honestly with justification on their report TP ? Unless it bad loan are all gone and ship building orders on hand are cancel ....it order on hand are still profitable and on delivery schedule. I only question the objective of those report that new TP is $1.  certainly not questioning if YZJ cld drop a little more which offer an opp to accumulate. earlybird14      ( Date: 13-Jul-2015 10:26) Posted: Sideline and down is just a down. News is out mean they are going to short it down more and more. What they said all are facts since few months ago. Buy it? think twice. This one will surely go 1 dollars, down the road if the industry is getting worse, they price will be revised down.
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FATABA Supreme	13-Jul-2015 10:41        FATABA About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	I am not surprise YZJ will drop since it last hit the 1.45/150 region and then stay long aro 1.40. Recently push down to 1.3/1.32 .....but reports tht it new TP is $1.( a report ny JPM ) ...then I wld question the objective of this TP .( produce fear or realistically this year ? ) Are they out to creat fear or honestly with justification on their report TP ? Unless it bad loan are all gone and ship building orders on hand are cancel ....it order on hand are still profitable and on delivery schedule. I only question the objective of those report that new TP is $1.  certainly not questioning if YZJ cld drop a little more which offer an opp to accumulate. earlybird14      ( Date: 13-Jul-2015 10:26) Posted: Sideline and down is just a down. News is out mean they are going to short it down more and more. What they said all are facts since few months ago. Buy it? think twice. This one will surely go 1 dollars, down the road if the industry is getting worse, they price will be revised down. FATABA      ( Date: 11-Jul-2015 13:06) Posted: This must be  its strategy ...push it down the  last few days ..and now this report ....then buy back ..errrr. SINGAPORE (July 10): JP Morgan maintains its negative view on Yangzijiang Shipbuilding Holdings (YZJ) with an &ldquo underweight&rdquo call and price target of $1, on a combination of lower charter rates, excess shipping capacity and lacklustre forecast for its yards. &ldquo We expect continued downward pressure on YZJ&rsquo s earnings amid weak Baltic Dry Index. The lack of new orders will be one reason, and the other will be its over-owned bulk carriers,&rdquo states the brokerage in a July 8 note. The company, JP Morgan notes, has 14 bulk carriers delivered from itself, with an additional nine in the pipeline. Yet, freight rates remain below Baltic Exchange Panamax Index (BEP) &ndash a key industry measure for this common class of vessels. &ldquo Efforts to change product mix could take several years to show meaningful figures, in our view.&rdquo The brokerage sees YZJ operating in a market that is &ldquo not favourable&rdquo , with long-time daily charter rates at US$7,900-8,200 day, well below BEP of US$10,900. While spot rate has increased to US$9,322 per day, it is still below the year-to-date average of only US$6,785. &ldquo The time charter market for the vessels is extremely weak, with just one ship contracted YTD and only nine in 2014. YZJ is aiming at the ship lease business, but we see little opportunity here. Assuming that all its vessels operate in the spot market, we believe YZJ could suffer losses of US$30mn p.a., roughly 8-10% of its annual profit, unless there is a dramatic recovery in bulk freight rates,&rdquo states JP Morgan. The brokerage expects YZJ to post earnings of RMB1.78 billion for FY15, down from RMB3.48 billion in the preceding year. Revenue is seen to come in at RMB 14.3 billion, lower than RMB15.4 billion in FY14. As at 3.33pm, YZJ shares traded at $1.31, down one cent.
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earlybird14 Supreme	13-Jul-2015 10:35        earlybird14 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Just be prepared if you don' t believe them. After result out which is in line with what they said, price will be free fall and they will push their price to their TP and other will follow them. earlybird14      ( Date: 13-Jul-2015 10:26) Posted: Sideline and down is just a down. News is out mean they are going to short it down more and more. What they said all are facts since few months ago. Buy it? think twice. This one will surely go 1 dollars, down the road if the industry is getting worse, they price will be revised down. FATABA      ( Date: 11-Jul-2015 13:06) Posted: This must be  its strategy ...push it down the  last few days ..and now this report ....then buy back ..errrr. SINGAPORE (July 10): JP Morgan maintains its negative view on Yangzijiang Shipbuilding Holdings (YZJ) with an &ldquo underweight&rdquo call and price target of $1, on a combination of lower charter rates, excess shipping capacity and lacklustre forecast for its yards. &ldquo We expect continued downward pressure on YZJ&rsquo s earnings amid weak Baltic Dry Index. The lack of new orders will be one reason, and the other will be its over-owned bulk carriers,&rdquo states the brokerage in a July 8 note. The company, JP Morgan notes, has 14 bulk carriers delivered from itself, with an additional nine in the pipeline. Yet, freight rates remain below Baltic Exchange Panamax Index (BEP) &ndash a key industry measure for this common class of vessels. &ldquo Efforts to change product mix could take several years to show meaningful figures, in our view.&rdquo The brokerage sees YZJ operating in a market that is &ldquo not favourable&rdquo , with long-time daily charter rates at US$7,900-8,200 day, well below BEP of US$10,900. While spot rate has increased to US$9,322 per day, it is still below the year-to-date average of only US$6,785. &ldquo The time charter market for the vessels is extremely weak, with just one ship contracted YTD and only nine in 2014. YZJ is aiming at the ship lease business, but we see little opportunity here. Assuming that all its vessels operate in the spot market, we believe YZJ could suffer losses of US$30mn p.a., roughly 8-10% of its annual profit, unless there is a dramatic recovery in bulk freight rates,&rdquo states JP Morgan. The brokerage expects YZJ to post earnings of RMB1.78 billion for FY15, down from RMB3.48 billion in the preceding year. Revenue is seen to come in at RMB 14.3 billion, lower than RMB15.4 billion in FY14. As at 3.33pm, YZJ shares traded at $1.31, down one cent.
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earlybird14 Supreme	13-Jul-2015 10:26        earlybird14 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Sideline and down is just a down. News is out mean they are going to short it down more and more. What they said all are facts since few months ago. Buy it? think twice. This one will surely go 1 dollars, down the road if the industry is getting worse, they price will be revised down. FATABA      ( Date: 11-Jul-2015 13:06) Posted: This must be  its strategy ...push it down the  last few days ..and now this report ....then buy back ..errrr. SINGAPORE (July 10): JP Morgan maintains its negative view on Yangzijiang Shipbuilding Holdings (YZJ) with an &ldquo underweight&rdquo call and price target of $1, on a combination of lower charter rates, excess shipping capacity and lacklustre forecast for its yards. &ldquo We expect continued downward pressure on YZJ&rsquo s earnings amid weak Baltic Dry Index. The lack of new orders will be one reason, and the other will be its over-owned bulk carriers,&rdquo states the brokerage in a July 8 note. The company, JP Morgan notes, has 14 bulk carriers delivered from itself, with an additional nine in the pipeline. Yet, freight rates remain below Baltic Exchange Panamax Index (BEP) &ndash a key industry measure for this common class of vessels. &ldquo Efforts to change product mix could take several years to show meaningful figures, in our view.&rdquo The brokerage sees YZJ operating in a market that is &ldquo not favourable&rdquo , with long-time daily charter rates at US$7,900-8,200 day, well below BEP of US$10,900. While spot rate has increased to US$9,322 per day, it is still below the year-to-date average of only US$6,785. &ldquo The time charter market for the vessels is extremely weak, with just one ship contracted YTD and only nine in 2014. YZJ is aiming at the ship lease business, but we see little opportunity here. Assuming that all its vessels operate in the spot market, we believe YZJ could suffer losses of US$30mn p.a., roughly 8-10% of its annual profit, unless there is a dramatic recovery in bulk freight rates,&rdquo states JP Morgan. The brokerage expects YZJ to post earnings of RMB1.78 billion for FY15, down from RMB3.48 billion in the preceding year. Revenue is seen to come in at RMB 14.3 billion, lower than RMB15.4 billion in FY14. As at 3.33pm, YZJ shares traded at $1.31, down one cent. pretarious      ( Date: 09-Jul-2015 11:04) Posted: Congratulations on your earnings.  Good call on overall shipping slide.
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tianji Veteran	13-Jul-2015 10:22        tianji About Contact  Quote this Post!
x 0   x 0  Alert Admin	JP Morgan keep shorting at 32cents and BBs are accumulating at 32cents...... Times to punish JP Morgan  for shorting with rumours of the fake news......
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marubozu1688 Master	11-Jul-2015 22:21        marubozu1688 About Contact  Quote this Post! Style: Combined   Mood: Yells: "Be humble in front of Mr. Market."
x 0   x 0  Alert Admin	Yangzijiang chart is telling different story. Rebound on the way. http://mystocksinvesting.com/singapore-stocks/yangzijiang/yangzjiang-shipbuilding-holding-rebound-from-200d-sma-support/ halleluyah      ( Date: 11-Jul-2015 13:19) Posted: Tis BB is dirty n smelly...why stagnant at ard 1.4x time boh say so... FATABA      ( Date: 11-Jul-2015 13:06) Posted: This must be  its strategy ...push it down the  last few days ..and now this report ....then buy back ..errrr. SINGAPORE (July 10): JP Morgan maintains its negative view on Yangzijiang Shipbuilding Holdings (YZJ) with an &ldquo underweight&rdquo call and price target of $1, on a combination of lower charter rates, excess shipping capacity and lacklustre forecast for its yards. &ldquo We expect continued downward pressure on YZJ&rsquo s earnings amid weak Baltic Dry Index. The lack of new orders will be one reason, and the other will be its over-owned bulk carriers,&rdquo states the brokerage in a July 8 note. The company, JP Morgan notes, has 14 bulk carriers delivered from itself, with an additional nine in the pipeline. Yet, freight rates remain below Baltic Exchange Panamax Index (BEP) &ndash a key industry measure for this common class of vessels. &ldquo Efforts to change product mix could take several years to show meaningful figures, in our view.&rdquo The brokerage sees YZJ operating in a market that is &ldquo not favourable&rdquo , with long-time daily charter rates at US$7,900-8,200 day, well below BEP of US$10,900. While spot rate has increased to US$9,322 per day, it is still below the year-to-date average of only US$6,785. &ldquo The time charter market for the vessels is extremely weak, with just one ship contracted YTD and only nine in 2014. YZJ is aiming at the ship lease business, but we see little opportunity here. Assuming that all its vessels operate in the spot market, we believe YZJ could suffer losses of US$30mn p.a., roughly 8-10% of its annual profit, unless there is a dramatic recovery in bulk freight rates,&rdquo states JP Morgan. The brokerage expects YZJ to post earnings of RMB1.78 billion for FY15, down from RMB3.48 billion in the preceding year. Revenue is seen to come in at RMB 14.3 billion, lower than RMB15.4 billion in FY14. As at 3.33pm, YZJ shares traded at $1.31, down one cent.
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