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Latest Forum Topics / YZJ Shipbldg SGD    Last:3.53    +0.07

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Cruising with the ship ..Yangzijiang Post Reply Rate topic
ascend88 Master	16-Apr-2015 11:09        ascend88 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Did u watch the movie 2012? ... Now everyone wants a ticket to the battleship
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ascend88 Master	16-Apr-2015 11:08        ascend88 About Contact  Quote this Post!
x 0   x 0  Alert Admin	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. ascend88      ( Date: 16-Apr-2015 10:26) Posted: today....i am having battleship again....
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FATABA Supreme	16-Apr-2015 11:03        FATABA About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	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..... FATABA      ( Date: 13-Apr-2015 22:18) Posted: There are several plus for YZJ since it cross 1.20 and I think it should test the 1.4 mark this week... 1. current dividend 5.5 is on of the highest by YZJ and a 10% growth over last year. ( it can paid) 2. HTm ( hold to maturity loan business) of YZJ is reducing as promise by CEO.  This is positive as CASH is returned to YZJ. 3. His son has taken over and do expect that he is giving greater attention for he is new and hv to show his worth...( which actually he did under his dad) 4. YZJ has gone into several larger tonnage vessel which means better profit margin. 5. YARDS are full for nex 2 years and YUZJ can afford to be selective on his NEW ORDERS...as spell out ...so means better margin orders. Overall, there are much +ve coming for this ship giant of CHINA. I wld not be surprise it may hit 1.50 next 2 mths. Good luck
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pretarious Senior	16-Apr-2015 10:51        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	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. ascend88      ( Date: 16-Apr-2015 10:26) Posted: today....i am having battleship again....   ascend88      ( Date: 15-Apr-2015 15:10) Posted: battleships in all front...   cosco...nol .....
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ascend88 Master	16-Apr-2015 10:26        ascend88 About Contact  Quote this Post!
x 0   x 0  Alert Admin	today....i am having battleship again....   ascend88      ( Date: 15-Apr-2015 15:10) Posted: battleships in all front...   cosco...nol .....
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ascend88 Master	16-Apr-2015 10:25        ascend88 About Contact  Quote this Post!
x 0   x 0  Alert Admin	ding ding.... :)
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ascend88 Master	15-Apr-2015 16:43        ascend88 About Contact  Quote this Post!
x 0   x 0  Alert Admin	thank u   have a good day...
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earlybird14 Supreme	15-Apr-2015 16:38        earlybird14 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Then, I will cover my short and leave. Let' s hope BBs do it tomorrow. I earn from my short and you load at cheap. ascend88      ( Date: 15-Apr-2015 16:25) Posted: infact....many will be happy if bb can come and wack it down to 1.28-1.29.....for them to board again.....cos....they  have.....   missed the BOAT ! or battleship.... : ) 5.5c....5.5c.....yummy....
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ascend88 Master	15-Apr-2015 16:25        ascend88 About Contact  Quote this Post!
x 0   x 0  Alert Admin	infact....many will be happy if bb can come and wack it down to 1.28-1.29.....for them to board again.....cos....they  have.....   missed the BOAT ! or battleship.... : ) 5.5c....5.5c.....yummy....
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ascend88 Master	15-Apr-2015 16:21        ascend88 About Contact  Quote this Post!
x 0   x 0  Alert Admin	oh i see. thanks for ur advise... i am staying on my battleship....     earlybird14      ( Date: 15-Apr-2015 15:43) Posted: May be good to fall from the battleship. Only till market close can know which way BB want to go. ascend88      ( Date: 15-Apr-2015 14:01) Posted: back to 1.40 now.... :) hope nobody fell off the battleship just now...
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earlybird14 Supreme	15-Apr-2015 15:43        earlybird14 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	May be good to fall from the battleship. Only till market close can know which way BB want to go. ascend88      ( Date: 15-Apr-2015 14:01) Posted: back to 1.40 now.... :) hope nobody fell off the battleship just now...
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limkt009 Master	15-Apr-2015 15:40        limkt009 About Contact  Quote this Post! Style: Flexible   Mood: Yells: "Watch your front, grab $$$$$$$$ at your own time"
x 0   x 0  Alert Admin	China stocks may be in serious bubble
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ascend88 Master	15-Apr-2015 15:10        ascend88 About Contact  Quote this Post!
x 0   x 0  Alert Admin	battleships in all front...   cosco...nol .....
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pretarious Senior	15-Apr-2015 14:22        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	And Intraday went bullish.    ascend88      ( Date: 15-Apr-2015 14:01) Posted: back to 1.40 now.... :) hope nobody fell off the battleship just now...
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ascend88 Master	15-Apr-2015 14:01        ascend88 About Contact  Quote this Post!
x 1   x 0  Alert Admin	back to 1.40 now.... :) hope nobody fell off the battleship just now...
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earlybird14 Supreme	15-Apr-2015 12:19        earlybird14 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	At this line again. Your decision. I shorted again cut loss 1.405.
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earlybird14 Supreme	15-Apr-2015 12:02        earlybird14 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Thanks for ur reply. Based on previous result margin is narrow, I am on negative side. The high margin contract signed in 2012 or before shall come to end in 2015.  NotPro      ( Date: 15-Apr-2015 11:21) Posted: Some options had been extended. Meaning in Accounting perspective, slower realisation of profits according to FRS 11 Construction contracts. But I DO NOT know if there are projects that will be closed soon or higher costs being booked in this quarter, say the project is near completion (cause if it is, then this will mean a higher percentage of completion and thus higher revenue booked). i' m probably more towards 60 (down) - 40 (Up). I seriously can' t tell...... earlybird14      ( Date: 15-Apr-2015 11:16) Posted: Anybody here think that the coming quarter result will be better than next quarter? I am at negative side.
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NotPro Member	15-Apr-2015 11:21        NotPro About Contact  Quote this Post!
x 0   x 0  Alert Admin	Some options had been extended. Meaning in Accounting perspective, slower realisation of profits according to FRS 11 Construction contracts. But I DO NOT know if there are projects that will be closed soon or higher costs being booked in this quarter, say the project is near completion (cause if it is, then this will mean a higher percentage of completion and thus higher revenue booked). i' m probably more towards 60 (down) - 40 (Up). I seriously can' t tell...... earlybird14      ( Date: 15-Apr-2015 11:16) Posted: Anybody here think that the coming quarter result will be better than next quarter? I am at negative side.
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earlybird14 Supreme	15-Apr-2015 11:21        earlybird14 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Sorry. Coming quarter result better than last year same quarter? earlybird14      ( Date: 15-Apr-2015 11:16) Posted: Anybody here think that the coming quarter result will be better than next quarter? I am at negative side.
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earlybird14 Supreme	15-Apr-2015 11:16        earlybird14 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Anybody here think that the coming quarter result will be better than next quarter? I am at negative side.
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