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Bigmama Elite	30-Oct-2014 07:09        Bigmama About Contact  Quote this Post!
x 0   x 0  Alert Admin	Wow! Thanks for spotting her out.... Yes, she has change nicks a few times. wiseguy1269      ( Date: 30-Oct-2014 05:57) Posted: I can tell you that bigcanonfairy is no other than yingli aka the former rosesyrup.   Rosesyrup has been laughed out of the forum due to her ignorance and naivety.   Last year in mid 2013, she shorted Yongnam and got then burnt big time....... so she has been cursing this stock for ever since.   She is one good example of sheer ignorance and stupidty  HugoLee      ( Date: 30-Oct-2014 01:10) Posted: I find your analysis for profitability of this Myanmar deal to be simplistic. Democracy does not mean low risk, lack of democracy does not mean high risk. It all boils down to how the different risks are managed. 1.78bn is a lot of money to manuovre and looking further, success or failure will be determined by many factors. Let's not shoot it down so quickly.
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wiseguy1269 Veteran	30-Oct-2014 06:04        wiseguy1269 About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	30 years concession....... there will be tonnes and tonnes of profit to be made for Yongnam and its consortium  Sunstar      ( Date: 29-Oct-2014 22:15) Posted: Wow.. Thirty years! Company gonna make lots of profit from this $1.4bln contract. Not sure how much Yongnam's portion is, but it's gonna be sizable for sure. Yongnam was trading around 35c when news of it bidding for this contract was announced and drop to 18.5c when mkt assumed it didn't get it. My prediction is that it's gonna gap up to 22c tmr, and gradually move up to 30c. Am glad I didn't cut lost. Huat to those who are still vested.
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wiseguy1269 Veteran	30-Oct-2014 05:57        wiseguy1269 About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	I can tell you that bigcanonfairy is no other than yingli aka the former rosesyrup.   Rosesyrup has been laughed out of the forum due to her ignorance and naivety.   Last year in mid 2013, she shorted Yongnam and got then burnt big time....... so she has been cursing this stock for ever since.   She is one good example of sheer ignorance and stupidty  HugoLee      ( Date: 30-Oct-2014 01:10) Posted: I find your analysis for profitability of this Myanmar deal to be simplistic. Democracy does not mean low risk, lack of democracy does not mean high risk. It all boils down to how the different risks are managed. 1.78bn is a lot of money to manuovre and looking further, success or failure will be determined by many factors. Let's not shoot it down so quickly. 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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HugoLee Member	30-Oct-2014 01:10        HugoLee About Contact  Quote this Post! Style: Fundamental   Mood:
x 0   x 0  Alert Admin	I find your analysis for profitability of this Myanmar deal to be simplistic. Democracy does not mean low risk, lack of democracy does not mean high risk. It all boils down to how the different risks are managed. 1.78bn is a lot of money to manuovre and looking further, success or failure will be determined by many factors. Let's not shoot it down so quickly. 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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Atom99 Master	29-Oct-2014 23:57        Atom99 About Contact  Quote this Post! Style: Fundamental   Mood: Yells: "Once you hv eliminated the impossible,whatever remains TRUTH"
x 0   x 0  Alert Admin	Hanthawaddy contract awarded to Singapore-led consortium By Tim McLaughlin | Wednesday, 29 October 2014 1 A US$1.5-billion contract for an airport outside Yangon has been awarded to a Singapore-led consortium, the Department of Civil Aviation has announced, after talks with the original tender winner stalled earlier this year. A consortium comprised of Singapore?s Yongnam Holdings, Changi Airport Planners and Engineers and Japan?s JGC Corporation was selected by the Ministry of Transport on October 29 to construct Hanthawaddy International Airport in Bago Region. Hanthawaddy is the largest of three airport projects being undertaken in an attempt to modernise the country?s main air hubs in preparation for anticipated future growth in arrivals. For more details,You can go to this website: www.mmtimes.com
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AcMomo Member	29-Oct-2014 23:04        AcMomo About Contact  Quote this Post!
x 0   x 0  Alert Admin	hi.jack , where u got this infomation about details of size / time /buy sell jackjames      ( Date: 29-Oct-2014 17:20) Posted: i don' t think the news is leaked out. the volume is too thin to be suspected. Time Price Trade size Type 13:40:57 0.200 14,000 Sell Down 13:35:32 0.200 25,000 Sell Down 13:33:31 0.200 19,000 Sell Down 13:33:31 0.200 1,000 Sell Down 13:32:34 0.200 1,000 Sell Down 13:32:08 0.200 1,000 Sell Down 13:31:37 0.200 7,000 Sell Down 13:31:37 0.200 10,000 Sell Down 13:21:36 0.205 10,000 Buy Up 13:09:20 0.205 5,000 X 13:09:20 0.205 1,000 X 13:09:20 0.205 40,000 X 13:09:20 0.200 35,000 Buy Up 13:09:20 0.200 10,000 Buy Up 13:09:20 0.200 9,000 Buy Up 13:05:02 0.200 31,000 X 13:05:02 0.200 10,000 X 13:05:02 0.199 9,000 Buy Up 13:03:57 0.199 1,000 Buy Up 13:00:37 0.198 2,000 Sell Down 12:45:47 0.198 38,000 Sell Down 12:45:47 0.198 10,000 Buy Up 11:27:29 0.198 80,000 Buy Up 11:27:29 0.198 3,000 Buy Up 11:21:13 0.197 1,000 Sell Down 11:21:03 0.197 1,000 Sell Down 11:12:11 0.197 1,000 Sell Down 11:11:44 0.197 1,000 Sell Down 11:11:15 0.197 5,000 Sell Down 11:10:37 0.197 19,000 Sell Down 11:10:37 0.197 20,000 Buy Up 11:10:37 0.197 53,000 Buy Up 11:00:55 0.197 147,000 Sell Down 10:48:42 0.198 7,000 Buy Up 10:48:42 0.198 5,000 Buy Up 10:48:42 0.198 10,000 Buy Up 10:48:42 0.198 8,000 Buy Up 10:48:18 0.197 3,000 Buy Up 10:23:15 0.197 17,000 Sell Down 10:19:12 0.197 43,000 Sell Down 10:19:12 0.197 20,000 Sell Down 10:15:10 0.198 2,000 Sell Down 10:14:46 0.198 2,000 Sell Down 10:14:14 0.198 16,000 Sell Down 10:13:05 0.198 200,000 Buy Up 10:13:05 0.198 6,000 Buy Up 09:54:54 0.198 100,000 X 09:54:54 0.197 60,000 X 09:54:54 0.197 36,000 X 09:54:54 0.196 10,000 X 09:54:54 0.196 50,000 X 09:54:54 0.195 1,000 Buy Up 09:50:53 0.194 80,000 Buy Up 09:41:40 0.193 1,000 Buy Up 09:40:47 0.192 80,000 Buy Up 09:40:47 0.192 20,000 Buy Up 09:24:58 0.192 50,000 X 09:24:58 0.192 50,000 X 09:24:58 0.190 1,000 Buy Up 09:17:21 0.190 49,000 Buy Up 09:17:07 0.188 1,000 Buy Up 09:00:01 0.188 20,000 Buy Up 08:58:42 0.188 9,000 Buy Up 08:58:42 0.188 191,000 Buy Up 08:58:42 0.188 1,000 Buy Up 08:58:42 0.188 1,000 Buy Up
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BigCannonFairy Master	29-Oct-2014 23:01        BigCannonFairy About Contact  Quote this Post! Style: Fundamental   Mood: Yells: "Slingless David"
x 0   x 1  Alert Admin	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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Sunstar Senior	29-Oct-2014 22:15        Sunstar About Contact  Quote this Post!
x 0   x 0  Alert Admin	Wow.. Thirty years! Company gonna make lots of profit from this $1.4bln contract. Not sure how much Yongnam's portion is, but it's gonna be sizable for sure. Yongnam was trading around 35c when news of it bidding for this contract was announced and drop to 18.5c when mkt assumed it didn't get it. My prediction is that it's gonna gap up to 22c tmr, and gradually move up to 30c. Am glad I didn't cut lost. Huat to those who are still vested.
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RoundRound Elite	29-Oct-2014 18:07        RoundRound About Contact  Quote this Post! Style: Flexible   Mood: Yells: "Tikam Tikam can also"
x 0   x 0  Alert Admin	Tomorrow price going to the sky and beyond
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jwong016 Senior	29-Oct-2014 18:06        jwong016 About Contact  Quote this Post! Style: Combined
x 0   x 0  Alert Admin	wins tender for airport concession for 30 years!
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jackjames Supreme	29-Oct-2014 17:20        jackjames About Contact  Quote this Post!
x 0   x 0  Alert Admin	i don' t think the news is leaked out. the volume is too thin to be suspected. Time Price Trade size Type 13:40:57 0.200 14,000 Sell Down 13:35:32 0.200 25,000 Sell Down 13:33:31 0.200 19,000 Sell Down 13:33:31 0.200 1,000 Sell Down 13:32:34 0.200 1,000 Sell Down 13:32:08 0.200 1,000 Sell Down 13:31:37 0.200 7,000 Sell Down 13:31:37 0.200 10,000 Sell Down 13:21:36 0.205 10,000 Buy Up 13:09:20 0.205 5,000 X 13:09:20 0.205 1,000 X 13:09:20 0.205 40,000 X 13:09:20 0.200 35,000 Buy Up 13:09:20 0.200 10,000 Buy Up 13:09:20 0.200 9,000 Buy Up 13:05:02 0.200 31,000 X 13:05:02 0.200 10,000 X 13:05:02 0.199 9,000 Buy Up 13:03:57 0.199 1,000 Buy Up 13:00:37 0.198 2,000 Sell Down 12:45:47 0.198 38,000 Sell Down 12:45:47 0.198 10,000 Buy Up 11:27:29 0.198 80,000 Buy Up 11:27:29 0.198 3,000 Buy Up 11:21:13 0.197 1,000 Sell Down 11:21:03 0.197 1,000 Sell Down 11:12:11 0.197 1,000 Sell Down 11:11:44 0.197 1,000 Sell Down 11:11:15 0.197 5,000 Sell Down 11:10:37 0.197 19,000 Sell Down 11:10:37 0.197 20,000 Buy Up 11:10:37 0.197 53,000 Buy Up 11:00:55 0.197 147,000 Sell Down 10:48:42 0.198 7,000 Buy Up 10:48:42 0.198 5,000 Buy Up 10:48:42 0.198 10,000 Buy Up 10:48:42 0.198 8,000 Buy Up 10:48:18 0.197 3,000 Buy Up 10:23:15 0.197 17,000 Sell Down 10:19:12 0.197 43,000 Sell Down 10:19:12 0.197 20,000 Sell Down 10:15:10 0.198 2,000 Sell Down 10:14:46 0.198 2,000 Sell Down 10:14:14 0.198 16,000 Sell Down 10:13:05 0.198 200,000 Buy Up 10:13:05 0.198 6,000 Buy Up 09:54:54 0.198 100,000 X 09:54:54 0.197 60,000 X 09:54:54 0.197 36,000 X 09:54:54 0.196 10,000 X 09:54:54 0.196 50,000 X 09:54:54 0.195 1,000 Buy Up 09:50:53 0.194 80,000 Buy Up 09:41:40 0.193 1,000 Buy Up 09:40:47 0.192 80,000 Buy Up 09:40:47 0.192 20,000 Buy Up 09:24:58 0.192 50,000 X 09:24:58 0.192 50,000 X 09:24:58 0.190 1,000 Buy Up 09:17:21 0.190 49,000 Buy Up 09:17:07 0.188 1,000 Buy Up 09:00:01 0.188 20,000 Buy Up 08:58:42 0.188 9,000 Buy Up 08:58:42 0.188 191,000 Buy Up 08:58:42 0.188 1,000 Buy Up 08:58:42 0.188 1,000 Buy Up
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morningstar13 Member	29-Oct-2014 16:17        morningstar13 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Think wanna add more also cannot but news must have leaked again for some people to be able to buy at today' s low of 0.188. Too bad was so busy and didnt even realise the sudden increase in price and trading halt.  Tmrw, if not too high, may just add some more. :P cheng987      ( Date: 29-Oct-2014 16:12) Posted: Yongnam must wait until tomorrow then may be can make some money .HUAT AH
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morningstar13 Member	29-Oct-2014 16:13        morningstar13 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Let' s wait for re-rating then.. Seems like Yongnam is winning good contracts this quarter. :)   wiseguy1269      ( Date: 29-Oct-2014 15:41) Posted: Now is the time for Yongnam to super huat!!! Last year the stock surged to 38.5cts on anticipation of winning the tender. Buy and keep. Wining this tender is another feather in Yongnam's cap!
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cheng987 Veteran	29-Oct-2014 16:12        cheng987 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yongnam must wait until tomorrow then may be can make some money .HUAT AH
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Waterrat Veteran	29-Oct-2014 15:54        Waterrat About Contact  Quote this Post!
x 0   x 0  Alert Admin	Sold last week , now cry until no tears Liao , anyway hope all win until crazy , huat ah
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jackjames Supreme	29-Oct-2014 15:47        jackjames About Contact  Quote this Post!
x 0   x 0  Alert Admin	38.5 cents on anticipation of winning the tender last year? i am not greedy, give me 28 cents, i will leave, ha ha ha ha..
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wiseguy1269 Veteran	29-Oct-2014 15:41        wiseguy1269 About Contact  Quote this Post! Style: Flexible   Mood:
x 1   x 0  Alert Admin	Now is the time for Yongnam to super huat!!! Last year the stock surged to 38.5cts on anticipation of winning the tender. Buy and keep. Wining this tender is another feather in Yongnam's cap!
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morningstar13 Member	29-Oct-2014 14:55        morningstar13 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Finally, the wait is over!!!! M glad I never sell out this stock even at the lowest !!! Striker88      ( Date: 29-Oct-2014 14:40) Posted: duran123      ( Date: 29-Oct-2014 14:35) Posted: HUAT AH!
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Striker88 Member	29-Oct-2014 14:40        Striker88 About Contact  Quote this Post!
x 0   x 0  Alert Admin	duran123      ( Date: 29-Oct-2014 14:35) Posted: HUAT AH! arkan1111      ( Date: 29-Oct-2014 14:30) Posted: You are right. See the edge http://theedgemarkets.com/sg/article/singapore-led-group-wins-us14-billion-myanmar-airport-contract
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duran123 Member	29-Oct-2014 14:35        duran123 About Contact  Quote this Post! Style: Fundamental   Mood:
x 0   x 0  Alert Admin	HUAT AH! arkan1111      ( Date: 29-Oct-2014 14:30) Posted: You are right. See the edge http://theedgemarkets.com/sg/article/singapore-led-group-wins-us14-billion-myanmar-airport-contract   Striker88      ( Date: 29-Oct-2014 14:17) Posted: Hope is something good. ..!
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