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wiseguy1269 Veteran	05-Nov-2014 23:21        wiseguy1269 About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	Yongnam is now on an uptrend.   Catch it while it is still at basement level  morningstar13      ( Date: 05-Nov-2014 15:19) Posted: That' s new to me. With Japan going QE and the team comprising Japan' s JGC Corp, it' s easy to borrow at very low cost. Their partnership is pretty strategic, I must say. wiseguy1269      ( Date: 05-Nov-2014 15:12) Posted: No wonder their Yongnam Malaysia recently sold a plot of land in Msia for a huge profit S$60 million.   They were anticipating a win for the Hanthawaddy International Airport contract
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morningstar13 Member	05-Nov-2014 15:19        morningstar13 About Contact  Quote this Post!
x 0   x 0  Alert Admin	That' s new to me. With Japan going QE and the team comprising Japan' s JGC Corp, it' s easy to borrow at very low cost. Their partnership is pretty strategic, I must say. wiseguy1269      ( Date: 05-Nov-2014 15:12) Posted: No wonder their Yongnam Malaysia recently sold a plot of land in Msia for a huge profit S$60 million.   They were anticipating a win for the Hanthawaddy International Airport contract
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wiseguy1269 Veteran	05-Nov-2014 15:12        wiseguy1269 About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	No wonder their Yongnam Malaysia recently sold a plot of land in Msia for a huge profit S$60 million.   They were anticipating a win for the Hanthawaddy International Airport contract
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cheng987 Veteran	05-Nov-2014 13:18        cheng987 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Good thinking Yongnam had big contract from Myanmar, I think soon they push up the price and announce Right issue.may be one for one Tua Huat $$$   (I guess only)
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wiseguy1269 Veteran	05-Nov-2014 13:01        wiseguy1269 About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	Anyway safer to park in Yongnam which has a good track record of past infrastructure contracts then to dabble in pure gambling stocks or mere concept plays.
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zhike10 Member	05-Nov-2014 11:10        zhike10 About Contact  Quote this Post!
x 0   x 0  Alert Admin	The price will need catalyst to move up.. Hope their Q3 report meets or exceed market expectation.
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morningstar13 Member	05-Nov-2014 10:04        morningstar13 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Hope can go 25 and higher. It' s been stuck below 25 for a long time cheng987      ( Date: 05-Nov-2014 09:30) Posted: Cannot chiong , just to make me happy. Striker88      ( Date: 05-Nov-2014 08:58) Posted: Yea, 7morning8morning 15,000 liao.
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cheng987 Veteran	05-Nov-2014 09:30        cheng987 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Cannot chiong , just to make me happy. Striker88      ( Date: 05-Nov-2014 08:58) Posted: Yea, 7morning8morning 15,000 liao.. cheng987      ( Date: 05-Nov-2014 08:53) Posted: YONGNAM any good NEWS early early 15000 married deal at 23 cents. HOPE  TUA HUAT.$$$
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Striker88 Member	05-Nov-2014 08:58        Striker88 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yea, 7morning8morning 15,000 liao.. cheng987      ( Date: 05-Nov-2014 08:53) Posted: YONGNAM any good NEWS early early 15000 married deal at 23 cents. HOPE  TUA HUAT.$$$
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notmybiz Senior	05-Nov-2014 08:55        notmybiz About Contact  Quote this Post! Style: Flexible
x 0   x 0  Alert Admin	Financial instituition / Big funds on the way! Huat arh.
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cheng987 Veteran	05-Nov-2014 08:53        cheng987 About Contact  Quote this Post!
x 0   x 0  Alert Admin	YONGNAM any good NEWS early early 15000 married deal at 23 cents. HOPE  TUA HUAT.$$$
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wiseguy1269 Veteran	03-Nov-2014 20:54        wiseguy1269 About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	Very well said!   Just ignore troll trouble-maker bigcannonfairy aka yingli aka rosesyrup.and her clone IDs. It is very telling that this unemployed newbie graduate is the actual trouble-makerr always spoiling for a fight - she keeps changing her nicks because she lacks credibility and is always getting scolded, neither is she welcome in this forum  teeth53      ( Date: 03-Nov-2014 18:08) Posted: Changi Airport Group (CAG) is going big into Myanmar not for short term play. the like of NY n others companies involve will see their long term in big airport infrastructure project can hav positive effect down stream....including CNA n others. wiseguy1269      ( Date: 31-Oct-2014 15:03) Posted: Well said. Just ignore angry shortist bigcannonfairy and her clones :
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kerubin Senior	03-Nov-2014 18:09        kerubin About Contact  Quote this Post!
x 0   x 0  Alert Admin	vested for long!
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teeth53 Supreme	03-Nov-2014 18:08        teeth53 About Contact  Quote this Post! Style: Flexible   Mood: Yells: "don't learn through life, learn to grow with life "
x 0   x 0  Alert Admin	Changi Airport Group (CAG) is going big into Myanmar not for short term play. the like of NY n others companies involve will see their long term in big airport infrastructure project can hav positive effect down stream....including CNA n others. wiseguy1269      ( Date: 31-Oct-2014 15:03) Posted: Well said. Just ignore angry shortist bigcannonfairy and her clones :D 45coconuts      ( Date: 31-Oct-2014 14:23) Posted: This contract win opens doors to Myanmar for YN.
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BigCannonFairy Master	03-Nov-2014 17:38        BigCannonFairy About Contact  Quote this Post! Style: Fundamental   Mood: Yells: "Slingless David"
x 0   x 0  Alert Admin	Expected one day rally supported by ignorant retailers only.  BigCannonFairy      ( Date: 31-Oct-2014 13:38) Posted: 24-27 cent range  BigCannonFairy      ( Date: 29-Oct-2014 23:01) Posted: Heard Yongnam is awarded with Myanmar contract. Tomorrow price might spike due to optimism from ignorant retailers.  Myanmar, is a frontier market filled with huge amount uncertainty. Running a business in such country increase the risk of Yongnam which makes expected payoff from the contract LOW. In fact before Yongnam, there were other consortium shortlisted but gave up because the compensation is not sufficient to cover the risk. Democracy is a pillar and foundation of free market and business activity. Democracy in Mynamar has yet to take its shape. This run a high sovereign risk where gov might nationalise Yongnam business properties. Myanmar' s economy has transform and open up too quickly, resulting in old politically powerful fraction losing too much. This run a high risk of old military gov coming back again. Current theme in the stock market is => Buy those bluechip operating in developed market due to the more attractive risk-return tradeoff. Thus new frontier business like those in Myanmar might not recieve a good valuation.   2 years ago I posted that the Target price is around 24 to 27cents. Anything above that 27cents is clear short sell sign. Look out for opportunity to short down the over-optimism tomorrow.
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BigCannonFairy Master	31-Oct-2014 20:39        BigCannonFairy About Contact  Quote this Post! Style: Fundamental   Mood: Yells: "Slingless David"
x 0   x 0  Alert Admin	Why Singapore developers are in worse funding shape than REITs Former has more short term refinancing needs. Singapore-listed developers and REITs may have been seen by many to be in the same boat when it comes to rising vulnerability to refinancing risk, but REITs are generally in better shape, says Barclays. REITs have fewer short term refinancing needs, and are supported by recurrent income and a better commercial property outlook compared to developers. Here' s more from Barclays: Bloomberg recently highlighted that Singapore listed developers and REITs face their heaviest burden of near-term debt maturities on record, potentially fueling refinancing concerns. Our in-depth analysis suggests a divergent picture for developers and REITs: 1) we see more funding pressure on developers given the increased short term borrowings and higher net gearing ratios in a deteriorating residential market which could crimp cashflows 2) REITs, however, are generally in better shape with fewer short term refinancing needs, supported by recurrent income and a better commercial property outlook. We prefer Singapore REITs to developers with OWs on KREIT, CCT, MINT, AREIT and CMT, UW on City Developments and Keppel Land. Developers &ndash short term debt up 45% y/y to S$14bn: According to Bloomberg' s data, developers' total short term borrowings climbed 45% y/y to S$14bn as of Jun 2014, a record high in the past ten years (Fig 1). Aggregate net debt/equity gearing rose to 32% as of June 2014 from 27% in 2013, which is also the highest level since 2011. With private developer volumes down 52% y/y YTD, we believe developers, especially those which rely most on the Singapore residential market, could face more funding pressure than before. The saving grace is that aggregate short term debt remained relatively stable at 22% of total debt, in line with its historical average. Among the major developers, most developers saw an increase in short term debt and net gearing levels y/y except for Keppel Land which saw short term debt fall (though gearing still up) and GLP, which saw net gearing decline (though short term debt still up). REITs &ndash S$1bn/S$6bn borrowings due 2014/2015: On the other hand, our analysis on the universe of REITs' debt profile suggests that only S$1bn (3%) and S$6bn (17%) of their total S$35bn borrowings are due 2014 and 2015, respectively. The overall debt/asset gearing ratio for Singapore REITs gradually improved to 32% as of end-June 2014 from 33% one year ago and 34% two years ago. Based on our estimates, the weighted average term to maturity for REITs' debt has been stretched to 3.4 years. We see limited refinancing risk in the REIT space given less absolute short term debt due, improved gearing and stable recurrent rental income from improving commercial markets. The capital management appears prudent among REIT names, as most REITs appear to have refinanced ahead of their short term debt expiries. Notably, Singapore office REITs have the longest average debt maturity of 3.7 years among sectors (CCT: 4 years, KREIT: 3.5 years). We like KREIT, CCT, MINT, AREIT and CMT: Overall the REITs are in a better shape on the back of improved gearing, fewer short term refinancing needs and support from recurrent rental income, while developers could face more headwinds. We expect the fundamentals of the Singapore housing market to deteriorate with home prices to fall another 15% towards the end of 2015. We reiterate our preference for REITs to developers. Our OWs are KREIT, CCT, MINT, AREIT and CMT.
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wiseguy1269 Veteran	31-Oct-2014 15:03        wiseguy1269 About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 1  Alert Admin	Well said. Just ignore angry shortist bigcannonfairy and her clones :D 45coconuts      ( Date: 31-Oct-2014 14:23) Posted: This contract win opens doors to Myanmar for YN.
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BigCannonFairy Master	31-Oct-2014 14:28        BigCannonFairy About Contact  Quote this Post! Style: Fundamental   Mood: Yells: "Slingless David"
x 0   x 0  Alert Admin	Good to have you and your view here bro.  Many people can only see POTENTIAL (NOT ACTUAL) return, but not many understand the concept of risk and expected return. Thus I said, Ignorant retailers.   calvino      ( Date: 31-Oct-2014 14:25) Posted: No wonder their past 4 quaterly report net income is in negative zone. Still keep taking scraps from others discarded or lleftover is definitely spells DooM for business. Period Ending 30-Jun-2014 31-Mar-2014 31-Dec-2013 30-Sep-2013 Total Revenue 62,000 72,000 69,000 96,000 Cost of Revenue 65,000 69,000 81,000 88,000   Gross Profit (3,000) 3,000 (12,000) 8,000     Net Income (5,000) (2,000) (11,000) (3,000)
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calvino Member	31-Oct-2014 14:25        calvino About Contact  Quote this Post!
x 0   x 0  Alert Admin	No wonder their past 4 quaterly report net income is in negative zone. Still keep taking scraps from others discarded or lleftover is definitely spells DooM for business. Period Ending 30-Jun-2014 31-Mar-2014 31-Dec-2013 30-Sep-2013 Total Revenue 62,000 72,000 69,000 96,000 Cost of Revenue 65,000 69,000 81,000 88,000   Gross Profit (3,000) 3,000 (12,000) 8,000     Net Income (5,000) (2,000) (11,000) (3,000)
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45coconuts Member	31-Oct-2014 14:23        45coconuts About Contact  Quote this Post!
x 0   x 0  Alert Admin	This contract win opens doors to Myanmar for YN.
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