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wiseguy1269 Veteran	30-Oct-2014 21:14        wiseguy1269 About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	Bro, kudos, I agree with your analysis. EddieLeong      ( Date: 30-Oct-2014 17:35) Posted: Yongnam know how negoiate and make business.      The project is worth  US$1.4bn compare to previously so call win by korean $1.1 bn.        The timeline preivously set to complete by end 2018 now is set to Dec 2019 (hopefully by)   Yongnam have clear preivously worry of low order book. With this contract win. the order book is secure and many more potential to come.        Yongnam have good cash flow. With the sell and loan back of one of it factory it raise 60 millions cash that syngise well with this big contract that need funding. Plus i am sure there are bank willingly to provide them loan at good interest rate.   Technically in bull now with strong volume buy up. (many are confident stock price will rise more). previously analyse mention the contract is roughly worth 6 cents for building and another 6 cents for maintenance when the share price in 2013 went to 0.31 and analyse predict the price to be 0.43, it then move to hit 0.38. Let say the 12 cents base on the share price of 0.31 represent  increase of 38%. If we base on yesterday lowest share price of 0.188. 38% up will be 0.26 (this should be the minium stable price). Note i am computing using conservative number.  It certainly a value pick, risk is still the so call myammar political unstable!  But i prefer to take calculated risk. Invested       jwong016      ( Date: 30-Oct-2014 15:18) Posted: hmm that is a fallacy though. it doesn' t mean that sov funds make great investments. ie: OLAM, SMRT, NOL, for example. I think they' re just trying to get geographical expansion. look at SIA - majority owned by sov fund also. - they are burning good money by having SIA pour more money into Tigerair. so i think we should always take a pinch of salt when evaluating their decisions. is it a wise economical decision, or a strategic one? and their decision may not necessarily be aligned with ours. for all you know, they may be willing to take on losing project just to build relationship and win possible future contracts from myanmar govt.   just my 2c worth, don' t be hating. haha.
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Shock321 Senior	30-Oct-2014 21:12        Shock321 About Contact  Quote this Post!
x 0   x 0  Alert Admin	jackjames           ( Date: 30-Oct-2014 14:54) Posted:    want to fight, go outside and fight, don' t pollute here or at least not at this thread.  wiseguy1269      ( Date: 30-Oct-2014 21:08) Posted: bigcannonfairy, please post properly in the appropriate threads.   This is not a property thread.   This is Yongnam thread, i.e. construction related and Myanmar airport related issues.   Just because the folks here are more docile and decent doesn' t mean you can bully them by posting totally unrelated material.
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wiseguy1269 Veteran	30-Oct-2014 21:08        wiseguy1269 About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	bigcannonfairy, please post properly in the appropriate threads.   This is not a property thread.   This is Yongnam thread, i.e. construction related and Myanmar airport related issues.   Just because the folks here are more docile and decent doesn' t mean you can bully them by posting totally unrelated material.
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wiseguy1269 Veteran	30-Oct-2014 21:06        wiseguy1269 About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	bigcanonfairy, please post appropriately.   This is not a property thread.   This is Yongnam thread, i.e. construction related and Myanmar airport related issues.   Just because the folks here are more docile and decent doesn' t mean you can bully them.
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BigCannonFairy Master	30-Oct-2014 19:09        BigCannonFairy About Contact  Quote this Post! Style: Fundamental   Mood: Yells: "Slingless David"
x 0   x 0  Alert Admin	Singapore drops out of top 20 cities for property investment: Report SINGAPORE - Singapore has fallen out of a ranking of the top 20 cities for property investment, says a report released on Tuesday. Singapore, along with Toronto, Moscow and Seoul, were knocked out by Beijing, Shanghai, Miami and Stockholm. However, the report by consultants Cushman & Wakefield noted that " most of these moves are relatively small" . It added that Singapore, as a core gateway market, is one of the cities that will " deliver steady growth thanks to constrained pipelines and firming demand" . As with other markets - Tokyo, London, Berlin, New York and San Francisco - Singapore has strong potential to grow, but more risk taking is needed to boost returns. Singapore was also popular for investments across five sectors featured: office, multifamily, hotels, industrial and retail. The report noted that investor demand in Asia remains strong and liquidity is high, due to rising real estate allocations from pension funds and insurance companies. However, investors are holding back because of economic uncertainty and tighter lending conditions in some markets - See more at: http://www.straitstimes.com/news/business/property/story/singapore-drops-out-top-20-cities-property-investment-report-20141008#sthash.ORJNZwAY.dpuf
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BigCannonFairy Master	30-Oct-2014 19:06        BigCannonFairy About Contact  Quote this Post! Style: Fundamental   Mood: Yells: "Slingless David"
x 0   x 0  Alert Admin	City Developments diversification strategy won' t plug Singapore market decline At least in the short term horizon. City Developments may have stepped up its overseas expansion and investments but this diversification strategy won' t be enough to make up for its earnings hit from the Singapore market, argues Barclays. Here' s more: The Singapore property market remains challenging, in our view, and CDL is now focusing on new markets and products. It has stepped up its overseas expansion and invested cS$700mn (4% of assets) in the UK and Japan recently. We expect this diversification overseas to bolster the company' s growth prospects in the medium term, but believe it is unlikely to plug the decline in its core Singapore market in the near term. We lower our 2014-15E EPS estimates on the weaker home sales and hotel profit outlook for the Singapore market, and roll over to an end-2015E RNAV of S$12.84, with a revised price target of S$8.99 (from S$9.08). We maintain our Underweight rating on headwinds in CDL' s core markets, with 69% of its Singapore landbank exposed to the high-end market, on which we remain negative. Diversifying into China, UK, Japan and, potentially, Australia. Besides its three ongoing projects in China acquired since 2010, CDL recently acquired six freehold properties in the Greater London area for £ 157mn (S$326mn), and has also tied up with a US-based investment firm to acquire a prime freehold site in Tokyo for Yen30.5bn (S$355.5mn). CDL also mentioned in its 2013 results that one of the more mature markets it plans to seek opportunities in is Australia. Singapore home sales, hotel profits likely to stay weak: CDLHT' s Singapore hotel average daily rates dipped 4.1% y/y in 3Q14 to S$209, due mainly to new supply, weaker visitor arrival figures, as well as a cautious corporate spending environment. Overall developer home sales are down 52% YTD, with prices down 3.9% from the peak in 3Q13. Several CDL projects, such as Commonwealth Towers, The Venue Residences, and its high-end properties, have not performed well since 2013 and we do not expect this to change in the near term. We expect CDL' s skinny launch pipeline in the next 12 months to translate into lower profit recognition. Lower EPS and PT, maintain UW: We lower our 2014E and 2015E EPS by 2% and 8%, respectively, to reflect weaker Singapore presales and hotel earnings. We also roll over our RNAV to end-2015E, and trim our RNAV estimate to S$12.84 from S$12.97. We thus lower our price target to S$8.99, still based on -1sd of 30% discount to RNAV. We believe CDL remains the largest listed developer proxy to the Singapore residential market (41% of its RNAV), with 69% of its properties in the high end of the market.
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EddieLeong Member	30-Oct-2014 17:35        EddieLeong About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Yongnam know how negoiate and make business.      The project is worth  US$1.4bn compare to previously so call win by korean $1.1 bn.        The timeline preivously set to complete by end 2018 now is set to Dec 2019 (hopefully by)   Yongnam have clear preivously worry of low order book. With this contract win. the order book is secure and many more potential to come.        Yongnam have good cash flow. With the sell and loan back of one of it factory it raise 60 millions cash that syngise well with this big contract that need funding. Plus i am sure there are bank willingly to provide them loan at good interest rate.   Technically in bull now with strong volume buy up. (many are confident stock price will rise more). previously analyse mention the contract is roughly worth 6 cents for building and another 6 cents for maintenance when the share price in 2013 went to 0.31 and analyse predict the price to be 0.43, it then move to hit 0.38. Let say the 12 cents base on the share price of 0.31 represent  increase of 38%. If we base on yesterday lowest share price of 0.188. 38% up will be 0.26 (this should be the minium stable price). Note i am computing using conservative number.  It certainly a value pick, risk is still the so call myammar political unstable!  But i prefer to take calculated risk. Invested       jwong016      ( Date: 30-Oct-2014 15:18) Posted: hmm that is a fallacy though. it doesn' t mean that sov funds make great investments. ie: OLAM, SMRT, NOL, for example. I think they' re just trying to get geographical expansion. look at SIA - majority owned by sov fund also. - they are burning good money by having SIA pour more money into Tigerair. so i think we should always take a pinch of salt when evaluating their decisions. is it a wise economical decision, or a strategic one? and their decision may not necessarily be aligned with ours. for all you know, they may be willing to take on losing project just to build relationship and win possible future contracts from myanmar govt.   just my 2c worth, don' t be hating. haha.  notmybiz      ( Date: 30-Oct-2014 15:14) Posted: Agreed, one or the other, as long sovereign fund is involved I will take the plunge for long term investment.
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zhike10 Member	30-Oct-2014 16:59        zhike10 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Looks like ended the day with a strong buy up.
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HugoLee Member	30-Oct-2014 16:40        HugoLee About Contact  Quote this Post! Style: Fundamental   Mood:
x 0   x 0  Alert Admin	Looking at the history, thanks to that default by Alphine Beau on the MRT line, YN got hit one-time and this affected it's FY13 results. Not due to YN own incompetence. This created a buying opportunity for people who will look forward to better results for FY14. With the stream of project completion and new book orders, I think the margin of safety is very good to invest in this company. I use the word invest, not speculate, which has a different approach.
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jwong016 Senior	30-Oct-2014 15:18        jwong016 About Contact  Quote this Post! Style: Combined
x 0   x 0  Alert Admin	hmm that is a fallacy though. it doesn' t mean that sov funds make great investments. ie: OLAM, SMRT, NOL, for example. I think they' re just trying to get geographical expansion. look at SIA - majority owned by sov fund also. - they are burning good money by having SIA pour more money into Tigerair. so i think we should always take a pinch of salt when evaluating their decisions. is it a wise economical decision, or a strategic one? and their decision may not necessarily be aligned with ours. for all you know, they may be willing to take on losing project just to build relationship and win possible future contracts from myanmar govt.   just my 2c worth, don' t be hating. haha.  notmybiz      ( Date: 30-Oct-2014 15:14) Posted: Agreed, one or the other, as long sovereign fund is involved I will take the plunge for long term investment. jwong016      ( Date: 30-Oct-2014 15:03) Posted: does it really matter? bot are Government related companies, lol...
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notmybiz Senior	30-Oct-2014 15:14        notmybiz About Contact  Quote this Post! Style: Flexible
x 0   x 0  Alert Admin	Agreed, one or the other, as long sovereign fund is involved I will take the plunge for long term investment. jwong016      ( Date: 30-Oct-2014 15:03) Posted: does it really matter? bot are Government related companies, lol... notmybiz      ( Date: 30-Oct-2014 15:00) Posted: Not interested to fight, just want to know more about Yongnam partner for this project that' s all. Anyone knows who is behind CAI aka Changi Airport Int' l? Temasek or GIC?
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wiseguy1269 Veteran	30-Oct-2014 15:08        wiseguy1269 About Contact  Quote this Post! Style: Flexible   Mood:
x 2   x 1  Alert Admin	You have many clones bigcannonfairy. Now you must be regretting you didnt buy Yongnam and shorting it last year plus getting burnt doing it.   Hehehehehe If you want to continue to pollute this Yongnnam thread, I will continue to expose you for what you are.... a wet behind the ears unemployed new graduate hell-bent on expousing your untested theories and strategies.   However, if you leave the Yongnam thread alone, I will not ridicule you anymore :D BigCannonFairy      ( Date: 30-Oct-2014 15:03) Posted: Not fighting bro. Read the word I use. Does it sound aggressive?  I was simply clarifying, with graph attached. jackjames      ( Date: 30-Oct-2014 14:54) Posted: want to fight, go outside and fight, don' t pollute here or at least not at this thread.
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jwong016 Senior	30-Oct-2014 15:03        jwong016 About Contact  Quote this Post! Style: Combined
x 0   x 0  Alert Admin	does it really matter? bot are Government related companies, lol... notmybiz      ( Date: 30-Oct-2014 15:00) Posted: Not interested to fight, just want to know more about Yongnam partner for this project that' s all. Anyone knows who is behind CAI aka Changi Airport Int' l? Temasek or GIC?
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BigCannonFairy Master	30-Oct-2014 15:03        BigCannonFairy About Contact  Quote this Post! Style: Fundamental   Mood: Yells: "Slingless David"
x 0   x 1  Alert Admin	Not fighting bro. Read the word I use. Does it sound aggressive?  I was simply clarifying, with graph attached. jackjames      ( Date: 30-Oct-2014 14:54) Posted: want to fight, go outside and fight, don' t pollute here or at least not at this thread. BigCannonFairy      ( Date: 30-Oct-2014 11:31) Posted: huh? I shorted and got burnt? Yongnam has headed south since mid 2013 with no turning back. If I shorted, I would have huat big time. Get burnt?   @ Qanghoo, perhaps you might want to find out the different forms of democracy in today world. If you adopt the strict democarcy view, then not all agree SG is democratic too.
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notmybiz Senior	30-Oct-2014 15:00        notmybiz About Contact  Quote this Post! Style: Flexible
x 0   x 0  Alert Admin	Not interested to fight, just want to know more about Yongnam partner for this project that' s all. Anyone knows who is behind CAI aka Changi Airport Int' l? Temasek or GIC?
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jackjames Supreme	30-Oct-2014 14:55        jackjames About Contact  Quote this Post!
x 0   x 1  Alert Admin	want to fight, go outside and fight, don' t pollute here or at least not at this thread.   wiseguy1269      ( Date: 30-Oct-2014 13:30) Posted: Bigcanonfairy aka yingli aka rosesyrup aka countless other nicks..... in the first place, if you are any good, you would be changing your nicks in this forum so often. That shows an utter lack of credibility. Of course you shorted and got burnt big time covering back Yongnam last year, hence your vitriol towards his counter :D Lastly, please get a job instead of just bumming around in the forum all day.
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jackjames Supreme	30-Oct-2014 14:54        jackjames About Contact  Quote this Post!
x 0   x 0  Alert Admin	want to fight, go outside and fight, don' t pollute here or at least not at this thread. BigCannonFairy      ( Date: 30-Oct-2014 11:31) Posted: huh? I shorted and got burnt? Yongnam has headed south since mid 2013 with no turning back. If I shorted, I would have huat big time. Get burnt?   @ Qanghoo, perhaps you might want to find out the different forms of democracy in today world. If you adopt the strict democarcy view, then not all agree SG is democratic too. 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
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notmybiz Senior	30-Oct-2014 14:51        notmybiz About Contact  Quote this Post! Style: Flexible
x 0   x 0  Alert Admin	CAI, Changi Airport International - anyone know it belongs to Temasek or GIC?
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wiseguy1269 Veteran	30-Oct-2014 13:30        wiseguy1269 About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	Bigcanonfairy aka yingli aka rosesyrup aka countless other nicks..... in the first place, if you are any good, you would be changing your nicks in this forum so often. That shows an utter lack of credibility. Of course you shorted and got burnt big time covering back Yongnam last year, hence your vitriol towards his counter :D Lastly, please get a job instead of just bumming around in the forum all day.
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BigCannonFairy Master	30-Oct-2014 11:42        BigCannonFairy About Contact  Quote this Post! Style: Fundamental   Mood: Yells: "Slingless David"
x 0   x 0  Alert Admin	BigCannonFairy      ( Date: 30-Oct-2014 11:31) Posted: huh? I shorted and got burnt? Yongnam has headed south since mid 2013 with no turning back. If I shorted, I would have huat big time. Get burnt?   @ Qanghoo, perhaps you might want to find out the different forms of democracy in today world. If you adopt the strict democarcy view, then not all agree SG is democratic too. 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
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