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The Only Shipbuilding Blue Chip in SGX! Post Reply Rate topic
AhTan888 Senior	19-Oct-2023 12:01        AhTan888 About Contact  Quote this Post!
x 0   x 0  Alert Admin	My broker told me she did a few trades for her clients last few days. Seller all from same house. s100125      ( Date: 19-Oct-2023 11:44) Posted: Look like some big brothers are accumulating at current price  FrancisLim      ( Date: 19-Oct-2023 10:52) Posted: 1.44 - where is the bottom? Why the selldown from over 1.60
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s100125 Elite	19-Oct-2023 11:44        s100125 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Look like some big brothers are accumulating at current price  FrancisLim      ( Date: 19-Oct-2023 10:52) Posted: 1.44 - where is the bottom? Why the selldown from over 1.60? hokpin      ( Date: 19-Oct-2023 09:07) Posted: Wow, wow, wow, 146 now!!
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FrancisLim Elite	19-Oct-2023 10:52        FrancisLim About Contact  Quote this Post!
x 0   x 0  Alert Admin	1.44 - where is the bottom? Why the selldown from over 1.60? hokpin      ( Date: 19-Oct-2023 09:07) Posted: Wow, wow, wow, 146 now!!! FrancisLim      ( Date: 18-Oct-2023 09:32) Posted: Will it sink to 1.49?
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s100125 Elite	19-Oct-2023 09:18        s100125 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Ship will sail again once weak holders are out. FrancisLim      ( Date: 19-Oct-2023 09:07) Posted: Sinks below 1.49
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FrancisLim Elite	19-Oct-2023 09:07        FrancisLim About Contact  Quote this Post!
x 0   x 0  Alert Admin	Sinks below 1.49
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hokpin Supreme	19-Oct-2023 09:07        hokpin About Contact  Quote this Post!
x 0   x 0  Alert Admin	Wow, wow, wow, 146 now!!! FrancisLim      ( Date: 18-Oct-2023 09:32) Posted: Will it sink to 1.49?
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fuzzyshares Veteran	19-Oct-2023 08:47        fuzzyshares About Contact  Quote this Post!
x 0   x 0  Alert Admin	10/13, 1.59-1.65, closed 1.63, 40m 10/16, 1.58-1.64, closed 1.58, 17m 10/17, 1.52-1.60, closed 1.53, 40m 10/18, 1.51-1.54, closed 1.52, 20m Today 10/19 is the last day to sell contra trades bought on T-day. As cogent Aragosta plainly states, tis no place for contrarians with weak pockets.
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AhTan888 Senior	18-Oct-2023 16:14        AhTan888 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Looks like it. I m waiting also. FrancisLim      ( Date: 18-Oct-2023 09:32) Posted: Will it sink to 1.49?
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FrancisLim Elite	18-Oct-2023 10:22        FrancisLim About Contact  Quote this Post!
x 0   x 0  Alert Admin	Thanks  pkli899      ( Date: 18-Oct-2023 09:34) Posted: Not so la......just dropped some but still much higher than previously. If not wrong, institutions net buy last week leh. So, is likely they want to accumulate at low price. FrancisLim      ( Date: 18-Oct-2023 09:20) Posted: Sinking Ship...So fast.
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fuzzyshares Veteran	18-Oct-2023 09:55        fuzzyshares About Contact  Quote this Post!
x 0   x 0  Alert Admin	10/12, 1.59-1.61, closed 1.59, 10m, T-day 10/13, 1.59-1.65, closed 1.63, 40m 10/16, 1.58-1.64, closed 1.58, 17m 10/17, 1.52-1.60, closed 1.53, 40m Today 10/18 is the last day to sell contra trades bought on T-day. Crunch time? Maybe tomorrow.
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pkli899 Supreme	18-Oct-2023 09:34        pkli899 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Not so la......just dropped some but still much higher than previously. If not wrong, institutions net buy last week leh. So, is likely they want to accumulate at low price. FrancisLim      ( Date: 18-Oct-2023 09:20) Posted: Sinking Ship...So fast.
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FrancisLim Elite	18-Oct-2023 09:32        FrancisLim About Contact  Quote this Post!
x 0   x 1  Alert Admin	Will it sink to 1.49?
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Winnertakeall Elite	17-Oct-2023 19:35        Winnertakeall About Contact  Quote this Post!
x 0   x 0  Alert Admin	DBS : Yangzijiang Shipbuilding The latest investment analysis on Yangzijiang Shipbuilding Group Research - Equities13 Oct 2023 Investment Overview Leading shipbuilder poised to ride the clean energy wave.  Yangzijiang is the largest and best-managed private shipbuilder in China and has a wide economic moat to compete against Chinese and Korean peers. It has at least a 5-ppt cost advantage through yard optimization as well as superior project execution and cost control. It successfully made a foray into the LNG carrier market and targets to improve its corporate ESG. ESG advancement, LNG carrier orders and earnings growth are key catalysts.  Yangzijiang&rsquo s improving corporate governance and pivot towards cleaner vessels such as dual-fuel containerships and gas carriers, which now account for ~56% of orderbook, could draw more interest from ESG funds. Securing more orders for LNG carriers allows Yangzijiang to scale up and strengthen its market positioning. The LNG carrier market has high technical barriers to entry and could provide Yangzijiang the next leap of growth. Market has yet to fully appreciate the earnings growth potential from its record order backlog. Record high order backlog boosts earnings visibility through 2025.  Yangzijiang&rsquo s yards are full through 2026 with an orderbook of US$14.7bn. This is expected to propel an earnings CAGR of 15% in the next three years, driven by both revenue growth and margin expansion, as over 70% of its orderbook is made up of containership orders that command higher value and margins. We expect further uplift in its orderbook, boosted by potential orders for large LNG carriers. Reiterate BUY TP raised to S$1.90,  as we roll over valuation to FY24, still based on 1.7x P/BV (10.2x implied PE), justified by its high 18% ROE and 4% dividend yield. This points to 20% upside potential on top of 4% dividend yield. We believe 60% of the re-rating could come from earnings growth and 40% from an uplift in the valuation multiple from 8x towards 10x PE, on the back of 1) more LNG carrier orders and 2) ESG improvement. Risks Revenue is denominated mainly in US dollars. Assuming the net exposure of ~50% is unhedged, every 1% depreciation in the USD could lead to a 1.5% decline in earnings. Every 1% rise in steel cost, which accounts for about 20% of cost of goods sold (COGS), could result in a 0.8% drop in earnings.
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PiRPiR Master	17-Oct-2023 18:00        PiRPiR About Contact  Quote this Post!
x 0   x 0  Alert Admin	CFDs can be used for any market, not just the equities market. The forex market is a good place as it's a24 hr market, hence you can get your thrills chasings the ups and downs of the chart.
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ss2017. Supreme	17-Oct-2023 17:58        ss2017. About Contact  Quote this Post!
x 0   x 0  Alert Admin	In this case, can someone highlight how does CFD trade affecting SGX physical share price and volume. In CFD trading , how the price differences leading the SGX share direction? Panda8      ( Date: 17-Oct-2023 17:50) Posted: You are right. When someone short or long, no time frame to close as long as pay a certain fee. No contra period.    PiRPiR      ( Date: 17-Oct-2023 17:45) Posted: What Is a Contract for Differences (CFD)? A contract for differences (CFD) is an arrangement made in financial derivatives trading where the differences in the settlement between the open and closing trade prices are cash-settled. There is no delivery of physical goods or securities with CFDs. https://www.investopedia.com/terms/c/contractfordifferences.asp#:~:text=Key%20Takeaways,in%20FX%20and%20commodities%20products.
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PiRPiR Master	17-Oct-2023 17:55        PiRPiR About Contact  Quote this Post!
x 0   x 0  Alert Admin	It's a derivative product just like the 2008 GFC CDO products PiRPiR      ( Date: 17-Oct-2023 17:53) Posted: It's like a side bet between 2 viewers crowding around a high stakes blackjack table, as to whether the player OR the cheng keh win the next hand PiRPiR      ( Date: 17-Oct-2023 17:45) Posted: What Is a Contract for Differences (CFD)? A contract for differences (CFD) is an arrangement made in financial derivatives trading where the differences in the settlement between the open and closing trade prices are cash-settled. There is no delivery of physical goods or securities with CFDs. https://www.investopedia.com/terms/c/contractfordifferences.asp#:~:text=Key%20Takeaways,in%20FX%20and%20commodities%20products.
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PiRPiR Master	17-Oct-2023 17:53        PiRPiR About Contact  Quote this Post!
x 0   x 0  Alert Admin	It's like a side bet between 2 viewers crowding around a high stakes blackjack table, as to whether the player OR the cheng keh win the next hand PiRPiR      ( Date: 17-Oct-2023 17:45) Posted: What Is a Contract for Differences (CFD)? A contract for differences (CFD) is an arrangement made in financial derivatives trading where the differences in the settlement between the open and closing trade prices are cash-settled. There is no delivery of physical goods or securities with CFDs. https://www.investopedia.com/terms/c/contractfordifferences.asp#:~:text=Key%20Takeaways,in%20FX%20and%20commodities%20products.
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Panda8 Veteran	17-Oct-2023 17:50        Panda8 About Contact  Quote this Post!
x 0   x 0  Alert Admin	You are right. When someone short or long, no time frame to close as long as pay a certain fee. No contra period.    PiRPiR      ( Date: 17-Oct-2023 17:45) Posted: What Is a Contract for Differences (CFD)? A contract for differences (CFD) is an arrangement made in financial derivatives trading where the differences in the settlement between the open and closing trade prices are cash-settled. There is no delivery of physical goods or securities with CFDs. https://www.investopedia.com/terms/c/contractfordifferences.asp#:~:text=Key%20Takeaways,in%20FX%20and%20commodities%20products.
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PiRPiR Master	17-Oct-2023 17:45        PiRPiR About Contact  Quote this Post!
x 0   x 0  Alert Admin	What Is a Contract for Differences (CFD)? A contract for differences (CFD) is an arrangement made in financial derivatives trading where the differences in the settlement between the open and closing trade prices are cash-settled. There is no delivery of physical goods or securities with CFDs. https://www.investopedia.com/terms/c/contractfordifferences.asp#:~:text=Key%20Takeaways,in%20FX%20and%20commodities%20products.
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Panda8 Veteran	17-Oct-2023 17:16        Panda8 About Contact  Quote this Post!
x 0   x 0  Alert Admin	CFD and borrow is different plateform. Of course both need to pay certain fee depending on broker and your capacity.  kiseki_2818      ( Date: 17-Oct-2023 14:09) Posted: using cfd is actually "borrowing" shares n they need to pay interest n dividend. Panda8      ( Date: 02-Oct-2023 08:48) Posted: I think you get me wrong.  Many ppl still think that short need to borrow shares. It is absolutely wrong. If you are using CFD plateform, you no need to borrow share to short. You just open an account with certain amount of money, you can start long or short by paying little fee. And there is no time frame to close the position as long as you pay the little charges. All these trading is recorded in the daily vol. Even you mentioned about short with borrow shares, it is also reflected.  Suggest you find out more from your broker on CFD. DMA, market maker etc.  CFD no need to close the posittion on the 4th day.
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