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after shorty left the counter, what can they do, hope that the price goes lower and buy back.... but most shorties short when their financial cannot hold, which is the bottom price, so many times they are reliasing the lost and never able to get back.
Hope you research pay you.
cheongsl ( Date: 16-May-2013 19:50) Posted:
For short terms wise, market is just a psychological (technical take precident) game, for long terms wise, it is more a fundamental market. It is good to have shortest around as it pervent the market from getting overhot prematurely.
But please don't call me expert, as I am not. I am just more deligent in doing my homework or more deligent in sharing my views.
Cheers.
ynnek1267 ( Date: 16-May-2013 19:30) Posted:
| Whatever lah. See tomorrow up or down loh. Wahahahaha! !!! |
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For short terms wise, market is just a psychological (technical take precident) game, for long terms wise, it is more a fundamental market. It is good to have shortest around as it pervent the market from getting overhot prematurely.
But please don't call me expert, as I am not. I am just more deligent in doing my homework or more deligent in sharing my views.
Cheers.
ynnek1267 ( Date: 16-May-2013 19:30) Posted:
Whatever lah. See tomorrow up or down loh. Wahahahaha! !!!!
cheongsl ( Date: 16-May-2013 18:57) Posted:
Don't really agreed with the reasoning.
Over capacity?? In the free economy, their is always supply and demand fluctuation, except in those monopolise business. How do you justified that it is overcapacity?
There is always some supplier that is willing to go for lower earning, but the issue is cut cost does it equal to same quality? It is only a matter of buyers whether they were willing to get lower graded product, or look for quality. Like what Mr Ren mention he will not accept any business that is lossing money, not even strategy reason. That is why Yang still manage to keep the profit margin high with the exploration of other means of getting in income.
The life span of vessel is very long, you can continue to operate even 50years later, but what costly will be the maintainance, to get the inspection certificate for continue to operation, the overhaul to meet the inspection, the insurance for the vessel actually rise more after 10years of life, thus it become more and more costly to maintain with years increase |
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Whatever lah. See tomorrow up or down loh. Wahahahaha! !!!!
cheongsl ( Date: 16-May-2013 18:57) Posted:
Don't really agreed with the reasoning.
Over capacity?? In the free economy, their is always supply and demand fluctuation, except in those monopolise business. How do you justified that it is overcapacity?
There is always some supplier that is willing to go for lower earning, but the issue is cut cost does it equal to same quality? It is only a matter of buyers whether they were willing to get lower graded product, or look for quality. Like what Mr Ren mention he will not accept any business that is lossing money, not even strategy reason. That is why Yang still manage to keep the profit margin high with the exploration of other means of getting in income.
The life span of vessel is very long, you can continue to operate even 50years later, but what costly will be the maintainance, to get the inspection certificate for continue to operation, the overhaul to meet the inspection, the insurance for the vessel actually rise more after 10years of life, thus it become more and more costly to maintain with years increase.
ynnek1267 ( Date: 16-May-2013 14:06) Posted:
This industry will never recover due to over capacity, no matter on built vessels in the market or available building capacity in the shipyards in china, korea, japan, vietnam, philipines, indonesia, malaysia, brazil, middle east and etc. The negotiation power is on buyers side, a tender of new vessels can go around to all these countries shipyards for cutting the built cost and profit margin will be very low. The life span of a vessel is 20 years and above, this is not your mobile phone which is less than 2 years.
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Don't really agreed with the reasoning.
Over capacity?? In the free economy, their is always supply and demand fluctuation, except in those monopolise business. How do you justified that it is overcapacity?
There is always some supplier that is willing to go for lower earning, but the issue is cut cost does it equal to same quality? It is only a matter of buyers whether they were willing to get lower graded product, or look for quality. Like what Mr Ren mention he will not accept any business that is lossing money, not even strategy reason. That is why Yang still manage to keep the profit margin high with the exploration of other means of getting in income.
The life span of vessel is very long, you can continue to operate even 50years later, but what costly will be the maintainance, to get the inspection certificate for continue to operation, the overhaul to meet the inspection, the insurance for the vessel actually rise more after 10years of life, thus it become more and more costly to maintain with years increase.
ynnek1267 ( Date: 16-May-2013 14:06) Posted:
This industry will never recover due to over capacity, no matter on built vessels in the market or available building capacity in the shipyards in china, korea, japan, vietnam, philipines, indonesia, malaysia, brazil, middle east and etc. The negotiation power is on buyers side, a tender of new vessels can go around to all these countries shipyards for cutting the built cost and profit margin will be very low. The life span of a vessel is 20 years and above, this is not your mobile phone which is less than 2 years.
Flyordie ( Date: 16-May-2013 12:58) Posted:
| Haha, although u are shorting and I am longing. But we have 1 common purpose. To win some $. We are friend not enemy. Friend should console each other when 1 of them is down. But nit pour the salt onto dead frog. I love u, bro ynne |
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Agreed. Must give credit to YZJ for her relative outperformance....ynnek1267 ( Date: 16-May-2013 14:06) Posted:
This industry will never recover due to over capacity, no matter on built vessels in the market or available building capacity in the shipyards in china, korea, japan, vietnam, philipines, indonesia, malaysia, brazil, middle east and etc. The negotiation power is on buyers side, a tender of new vessels can go around to all these countries shipyards for cutting the built cost and profit margin will be very low. The life span of a vessel is 20 years and above, this is not your mobile phone which is less than 2 years.
Flyordie ( Date: 16-May-2013 12:58) Posted:
| Haha, although u are shorting and I am longing. But we have 1 common purpose. To win some $. We are friend not enemy. Friend should console each other when 1 of them is down. But nit pour the salt onto dead frog. I love u, bro ynne |
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This industry will never recover due to over capacity, no matter on built vessels in the market or available building capacity in the shipyards in china, korea, japan, vietnam, philipines, indonesia, malaysia, brazil, middle east and etc. The negotiation power is on buyers side, a tender of new vessels can go around to all these countries shipyards for cutting the built cost and profit margin will be very low. The life span of a vessel is 20 years and above, this is not your mobile phone which is less than 2 years.
Flyordie ( Date: 16-May-2013 12:58) Posted:
Haha, although u are shorting and I am longing. But we have 1 common purpose. To win some $. We are friend not enemy. Friend should console each other when 1 of them is down. But nit pour the salt onto dead frog. I love u, bro ynnek
ynnek1267 ( Date: 16-May-2013 12:30) Posted:
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Haha, although u are shorting and I am longing. But we have 1 common purpose. To win some $. We are friend not enemy. Friend should console each other when 1 of them is down. But nit pour the salt onto dead frog. I love u, bro ynnek
ynnek1267 ( Date: 16-May-2013 12:30) Posted:
Wahahahaha!!!!!!!
Flyordie ( Date: 16-May-2013 12:27) Posted:
| Eh....this time no wahahah |
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Wahahahaha!!!!!!!
Flyordie ( Date: 16-May-2013 12:27) Posted:
Eh....this time no wahahaha
ynnek1267 ( Date: 16-May-2013 11:39) Posted:
Back to original in the afternoon. Tomorrow continue to drop!!! |
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His luck is not there recently, everytime he short the market goes against him lah, how to wahahaha.
Flyordie ( Date: 16-May-2013 12:27) Posted:
Eh....this time no wahahaha
ynnek1267 ( Date: 16-May-2013 11:39) Posted:
Back to original in the afternoon. Tomorrow continue to drop!!! |
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Eh....this time no wahahaha
ynnek1267 ( Date: 16-May-2013 11:39) Posted:
Back to original in the afternoon. Tomorrow continue to drop!!! |
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Long term investing in YJZ is much better. Then you can whenever it drops say by 5 cents, just buy and enjoy the dividends every year. Then when you have got 5 years dividends equivalent to more than 25% (assuming dividend is always 5 cents while compound interests not included and also assuming it always hovers between 80 cents to $1.20 fluctuation), you have the option to liquidate at the higher price if you want to after the 5 years. By then (after 5 years) you sure to have made good money.
Back to original in the afternoon. Tomorrow continue to drop!!!
Look like shorties are chasing to cover their positions now, up more than 2% @$0.895. Cats chasing after their own tails. If it could break $0.915 in these few days, it marks the end of the downtrend that started in January.
Rain stop
Raining over night..
Wahahahhahahahahahah!!!!!!!!! you, expert stuck in YZJ. Wahahahahaha!!!!!!!
No matter short term, long term or what term, YJZ is pointing downward, down down down. Wahahahahaha!!!!!!!!!!!!
cheongsl ( Date: 15-May-2013 22:26) Posted:
Seems like you don't know the different between fundamental and technical and also short terms and long terms.
ynnek1267 ( Date: 15-May-2013 20:33) Posted:
| Wahahaha!!!!!! From above 1 till today below 90. Wahajaha!!!!!! You want to say you are good to read report. Wahahaha! !!!!!! I also bobian lah. Wahahaha!!!!!! |
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Yes, but this is old news from Apr and included in their Q1 order book. I think they are expecting/hoping to close the remaining seaspan orders, given the $2B order target from Mr Ren.
Shipping and ship buildings usually lag other counters by 9 months or so, if u are investing for long term, the 20% up and down shouldn't matter. My view and experience only though, frog master might not agree, but that doesn't bother me. )
Blanchard ( Date: 15-May-2013 20:49) Posted:
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Seems like you don't know the different between fundamental and technical and also short terms and long terms.
ynnek1267 ( Date: 15-May-2013 20:33) Posted:
Wahahaha!!!!!! From above 1 till today below 90. Wahajaha!!!!!! You want to say you are good to read report. Wahahaha! !!!!!! I also bobian lah. Wahahaha!!!!!!!
cheongsl ( Date: 15-May-2013 20:25) Posted:
| Seams like you are the one that don't know how to read the financial report, and I have point out your mistake so many times, everytime I point out you just turn the topic and start another rumours, which show how loosy your financial knowledge is. |
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New Yangzi Shipbuilding Wins Kamsarmax Bulkers
http://en.eshiptrading.com/news/d/221/4969/
Five 82,000dwt Kamsarmax bulkers at a cost of $27.0m apiece with a total value of $130.0m.... (in USD?)
