Home
Login Register
YZJ Shipbldg SGD    Last:2.87   -

Cruising with the ship ..Yangzijiang

 Post Reply 1241-1260 of 4713
 
Tomique
    08-May-2013 10:21  
Contact    Quote!
Honestly, vested many years and have seen it up and down.   Point is can buy when it is cheap and sell when it is dear.   NTA means nothing to me.   I have also bough negative NAV counters, so Nta or nav is no big deal . It is whether the company is properly run and will be run that matters.   Hahaha!!

Aberdeen123      ( Date: 08-May-2013 10:17) Posted:



Fully disagreed with yr view. Sound like you are  vested and  Smiley 31deep and speak so bias...haha

Why pay so high when you can get cheaper later if it is still worthing investing.

 

Tomique      ( Date: 08-May-2013 10:05) Posted:



Never look the NTA or NAV in the eye because it is just a variable value that can go up with the business, I think.  

Because the NAV cannot buy another YZJ nor duplicate one.   Hahaha!! 


 
 
Aberdeen123
    08-May-2013 10:17  
Contact    Quote!


Fully disagreed with yr view. Sound like you are  vested and  Smiley 31deep and speak so bias...haha

Why pay so high when you can get cheaper later if it is still worthing investing.

 

Tomique      ( Date: 08-May-2013 10:05) Posted:



Never look the NTA or NAV in the eye because it is just a variable value that can go up with the business, I think.  

Because the NAV cannot buy another YZJ nor duplicate one.   Hahaha!! 

Aberdeen123      ( Date: 08-May-2013 09:54) Posted:



Only have a look when it is near to its NAV.Otherwise avoid and take dividend first


 
 
Tomique
    08-May-2013 10:05  
Contact    Quote!


Never look the NTA or NAV in the eye because it is just a variable value that can go up with the business, I think.  

Because the NAV cannot buy another YZJ nor duplicate one.   Hahaha!! 

Aberdeen123      ( Date: 08-May-2013 09:54) Posted:



Only have a look when it is near to its NAV.Otherwise avoid and take dividend first.

oldflyingfox      ( Date: 08-May-2013 00:16) Posted:

From the book - Share Investment, it stated that NAV was abt $0.75.


 

 
Aberdeen123
    08-May-2013 09:54  
Contact    Quote!


Only have a look when it is near to its NAV.Otherwise avoid and take dividend first.

oldflyingfox      ( Date: 08-May-2013 00:16) Posted:

From the book - Share Investment, it stated that NAV was abt $0.75.

 
 
BenjenStark
    08-May-2013 09:54  
Contact    Quote!


So the HTM yangzijiang is investing in falls under " 5~15% 城 市 发 展 债 " ? 

5-15% is very high and if the loan is given to government bodies, chances of bad debt is pretty low I suppose? What's stopping every cash rich company from taking up this form of HTM investment? (I don't see Cosco doing this) 

cheongsl      ( Date: 28-Apr-2013 08:30) Posted:



From what I heard, the loan return rate of china is something like below:

1~5% 国 债

4~12% 基 础 建 设 债

5~15% 城 市 发 展 债

12~20% 险 企 债

The loan return rate is lower then India for infrastructure and city building, I heard in India,  people can easily getting return of 13% or even more from this loan.

 

BenjenStark      ( Date: 27-Apr-2013 18:31) Posted:



1. I think my previous question is more of  whether  10-12% interest from government is normal and reasonable to believe?

3.  http://www.nextinsight.net/index.php/story-archive-mainmenu-60/912-2011/4199-yangzijiang-shipbuilder-by-day-financier-by-night

" CFO Liu Hua explained how Yangzijiang took advantage of high deposit rates in China and low borrowing rates in the US to generate interest income as a measure against China's severe inflationary environment of 6% to 7%"

  Does this mean that if the USD appreciates against CNY, they might potentially suffer rate loss in this segment


 
 
Tomique
    08-May-2013 09:47  
Contact    Quote!
Shortists must see profit in their books so must push down to equalize the loss in dividends. That is why 96cents less 5 cents becomes 91 cents.   But this will be temporary because shortists will like to cover and buy more extra waiting to push up.
 

 
Blanchard
    08-May-2013 09:33  
Contact    Quote!

Everyone knows that the Executive Chairman himself bought 1000 lots @0.99 in late Jan 13 is  the shareholders' confidence booster.

 
 
WanSiTong
    08-May-2013 09:29  
Contact    Quote!
Otherwise they might have problem of selling the warrant at conversion price of $1.50 Hahaha!!



WanSiTong      ( Date: 08-May-2013 09:10) Posted:

Otherwise they might have problem of selling the warrent at convertion price of $1.50

Tomique      ( Date: 08-May-2013 09:03) Posted:

More than that. Yields are natural ingredients coming out from the fruits of success.   On top of that there is the appreciation perspectives of a solid business. Think of YZJ hitting $2.00 in the not too distant future.   Hahaha!


 
 
wongeric
    08-May-2013 09:20  
Contact    Quote!
if you are given 5% dividend,the share price drop 5%, if you are given 10% dividend share price drop 10%?  don't give you dividend is the best.
 
 
Geneva88
    08-May-2013 09:18  
Contact    Quote!


Base on short selling marking, yest short sell volume is high almost 40%.

So if those who collect div hold and not sell,   the price will go up else you are sharing div with those short selling
 

 
WanSiTong
    08-May-2013 09:10  
Contact    Quote!
Otherwise they might have problem of selling the warrent at convertion price of $1.50

Tomique      ( Date: 08-May-2013 09:03) Posted:

More than that. Yields are natural ingredients coming out from the fruits of success.   On top of that there is the appreciation perspectives of a solid business. Think of YZJ hitting $2.00 in the not too distant future.   Hahaha!!

darkknight      ( Date: 07-May-2013 22:48) Posted:



0.875 is probably at their Nett asset value. Sound like really a good buy, it's like using $1 note to buy $1 coin and the $1 coin yields a $0.05 dividend. :)

This is like a jinx counter for me, the more I load the more it drops, however dividends does provide  good cushion thus fa


 
 
Tomique
    08-May-2013 09:03  
Contact    Quote!
More than that. Yields are natural ingredients coming out from the fruits of success.   On top of that there is the appreciation perspectives of a solid business. Think of YZJ hitting $2.00 in the not too distant future.   Hahaha!!

darkknight      ( Date: 07-May-2013 22:48) Posted:



0.875 is probably at their Nett asset value. Sound like really a good buy, it's like using $1 note to buy $1 coin and the $1 coin yields a $0.05 dividend. :)

This is like a jinx counter for me, the more I load the more it drops, however dividends does provide  good cushion thus far

Flyordie      ( Date: 07-May-2013 17:48) Posted:



Made a guess, tomorrow

open 0.89

high 0.9

low 0.875

close 0.885 


 
 
wongeric
    08-May-2013 07:39  
Contact    Quote!
after taking 5% dividend, do you want to give this  5% away by selling your share at 5% lower?  What logic?
 
 
darkknight
    08-May-2013 00:56  
Contact    Quote!


Oh ok, I thought it's  RMB4.3. Anyhow, it's near it's asset value.  The counter will probably do better if they use the cash to buy back shares instead of put into HTM assets.

Come to think of it YZJ reminds me of Singapore, Government borrow CPF money to buy Asset so that the dividends from the lending can cover the CPF interest with surplus. But some citizens feel that it is better those money return back to the owner asap.

oldflyingfox      ( Date: 08-May-2013 00:16) Posted:

From the book - Share Investment, it stated that NAV was abt $0.75.

 
 
oldflyingfox
    08-May-2013 00:16  
Contact    Quote!
From the book - Share Investment, it stated that NAV was abt $0.75.
 

 
darkknight
    07-May-2013 22:48  
Contact    Quote!


0.875 is probably at their Nett asset value. Sound like really a good buy, it's like using $1 note to buy $1 coin and the $1 coin yields a $0.05 dividend. :)

This is like a jinx counter for me, the more I load the more it drops, however dividends does provide  good cushion thus far

Flyordie      ( Date: 07-May-2013 17:48) Posted:



Made a guess, tomorrow

open 0.89

high 0.9

low 0.875

close 0.885 

 
 
WanSiTong
    07-May-2013 22:37  
Contact    Quote!


Based on SGX announcement:

XD  : 8 May

  Record date : 10 May

 

 

cheongsl      ( Date: 07-May-2013 22:23) Posted:

?? XD should be after 10 May 2013 after 5pm based on the annoucement from SGX,  when did it bring forward?

oldflyingfox      ( Date: 07-May-2013 10:21) Posted:

Tomorrow xd so shorties should be covering today. I will consider to get more if the price went too low tomorrow.


 
 
smallchap
    07-May-2013 22:35  
Contact    Quote!
Div record date is May 10. XD May 8.

cheongsl      ( Date: 07-May-2013 22:23) Posted:

?? XD should be after 10 May 2013 after 5pm based on the annoucement from SGX,  when did it bring forward?

oldflyingfox      ( Date: 07-May-2013 10:21) Posted:

Tomorrow xd so shorties should be covering today. I will consider to get more if the price went too low tomorrow.


 
 
cheongsl
    07-May-2013 22:23  
Contact    Quote!
?? XD should be after 10 May 2013 after 5pm based on the annoucement from SGX,  when did it bring forward?

oldflyingfox      ( Date: 07-May-2013 10:21) Posted:

Tomorrow xd so shorties should be covering today. I will consider to get more if the price went too low tomorrow.

 
 
Flyordie
    07-May-2013 17:48  
Contact    Quote!


Made a guess, tomorrow

open 0.89

high 0.9

low 0.875

close 0.885 
 
Important: Please read our Terms and Conditions and Privacy Policy .