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cant lei i got to send children to school. thanks dude!!
you wan to go? I can authorise you to go.......can makam for free...
yummygd ( Date: 24-Feb-2010 10:15) Posted:
| is it anyone also can go?? |
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Higher gross profit recorded in 2009, >50% increase.
A lot of potential in this company. Chongqing has been earmarked one of the 5 key cities in China, GDP growth is 3rd highest. lots of land for development, IFC project due in 2010 and sales of one residential property to start in late 2010.
The thing i dont like is the manner in which they keep raising funds for their projects. The number of shares is a staggering 200+ million, i don't know how they are even going to achieve an EPS of $0.01
yummygd ( Date: 24-Feb-2010 10:02) Posted:
| what says it?? should not be outstanding...they said before |
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Guess what, Filip's morning note you cant see Ying Li anymore, wonder why they ask people to buy (TP 1.50?) and then it falls to the floor and then the recommendation disappears. Really trustworthy....Listen more to these recommendation and you can kiss your money goodbye.
is it anyone also can go??
YingLi AGM
Thursday, 25 February 2010
Suntec Level 2 Room 203
9:00am
yummygd ( Date: 24-Feb-2010 09:36) Posted:
what time?? they are just discussin the bonds thingie right?? hope no bad news hahaha
ronleech ( Date: 24-Feb-2010 07:50) Posted:
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what says it?? should not be outstanding...they said before
FY results are out
what time?? they are just discussin the bonds thingie right?? hope no bad news hahaha
ronleech ( Date: 24-Feb-2010 07:50) Posted:
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AGM tomorrow......
The exercise price for that 20M shares was 27.9c
I'm afraid I don't have the info on how much OCBC bought their shares. The 20m was an option granted to OCBC as part of an agreement to extend loans to Yingli. Yingli was trading between 0.52 - 0.9 during that month so it's probably slightly below the trading price then. DMG did an analysis and gave the various loans and share placements the thumbs up as it stabilised the debt convenants Yingli faced. That's an important point as it means there're no short term debt problems the company faces. However, I must caution again, the upcoming financial results will be important as seen from China Milk, which has the money to pay back its convertible bonds but are running into trouble as it cannot bring money out of China. I'll post more if I come across new info but for now, I'm content to wait while vested in the company. Cheers
pharoah88 ( Date: 23-Feb-2010 18:34) Posted:
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Private Placement was at S$0.61.
What was OCBC's subcription price for 20M shares?
These people must be collecting more shares at this BARGAIN (BUY 2 GET 1 FREE ) PRICE.
pharoah88 ( Date: 23-Feb-2010 12:55) Posted:
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YingLi is UNpolished GEMS.
Chong Qing will be the NEXT Fastest Growing Financial Centre in China. |
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Private Placement was at S$0.61.
What was OCBC's subcription price for 20M shares?
These people must be collecting more shares at this BARGAIN (BUY 2 GET 1 FREE ) PRICE.
pharoah88 ( Date: 23-Feb-2010 12:55) Posted:
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YingLi is UNpolished GEMS.
Chong Qing will be the NEXT Fastest Growing Financial Centre in China.
blackstreams ( Date: 23-Feb-2010 01:02) Posted:
Hi. I don't really subscribe to the "cut loss" school of thought as
I try to view my purchases as investments. Assuming you're not looking
to average down, due to the prevalent market sentiment and heavy sum you
invested, I thought I'd take a quick look at Yingli's values.
PE: 10.7, PB: 1.2, NAV: S$0.365. Assets: RMB2332m. Liabilities: RMB856m.
Aug08- Yingli issued 107m shares to raise funds for developmt of
Int'l Financial Centre (IFC). Sep09- Yingli acquired land in prime
Yuzhong district for RMB851.6m for developmt of high-end project.OCBC
subscribed for its allotment of 20m shares in Yingli. Nov09- Company
secured RMB50m from OCBC and RMB450m from Construction bank of China.
Raised further S$154m from share private placement at $0.61 each.
Jan10- Plans to develop acquired land in Yuzhong district announced. 2
further land acquisitions targetted.
Current revenue growth is driven by existing sales at completed Future
Int'l and Sanyawan projects. Results expected to surge on completion of
IFC in 1H11.
In uncertain times, I prefer to use PB as a gauge for investment
(read Teh Hooi Ling's "Show Me the Money" for elaboration) and
comparing Yingli to Yanlord and Capitaland, it's mkt cap is the
smallest but its PB ratio is the best of the lot.
Don't read too much into the target prices that analysts come up with,
it's an enigma to me how they come up with their valuations sometimes,
but it's a good feeling to see share prices climb after a good target price is announced. :)
The company has heavy hitters as shareholders (OCBC etc) and
revenue streams for
this year (Future Int'l/ Sanyawan), next year (IFC) and the year after
(Yuzhong) are more or less settled. In other words, I think it's is a
relatively safe S-Chip whose prices are pressed down due to the current
Chinese Govt measures to prevent a property bubble, which is good for the company. Nothing could be worse for the company than if a property bubble in China formed and burst.
Of
course, all these are subject to the bane of some of the S-Chips that
have run into difficulties - dubious accounting practices - and we hope
their auditors,Foo Kon Tan Grant Thornton,does a decent job. Either
way, examine their upcoming account sheets like a hawk (go to
"investopedia" for lessons in how to read balance sheets if you're
unsure).
I'd suggest holding the shares for the moment and to me, hitting the 0.60-0.70
range is not a problem for this company, once sentiment turns. Hope I
don't sound condescending, just my views. Cheers.
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ey is there a chance ying li will want to do a listing in HSI??haha wait long long??
imagine those who bought it at 0.67 wow i am just thankin my lucky stars i waited and waited because i was afraid of the bubble...den they took steps to cool it thats why i dare to jump in..but jumped in too early so still kena caught n slashed by net haha but i like this company...so hopefully it is not like sour milk...which i doubt they are
It is really bleeding badly from almost 60 cents to now......40+ cents.. :(
Heat ache watching profits turned into looses................
Many investers head are filled with "I should have......................."
Not only on this one, a few more that.......... was moving like stars and suddenly the market overall fall and fell daily......
Maybe takes a little while more to move back up again.............
The wait and holding can be painful............
Thank you so much for advise. After considering all your advise. I would hold it at this moment.
YingLi is UNpolished GEMS.
Chong Qing will be the NEXT Fastest Growing Financial Centre in China.
blackstreams ( Date: 23-Feb-2010 01:02) Posted:
Hi. I don't really subscribe to the "cut loss" school of thought as
I try to view my purchases as investments. Assuming you're not looking
to average down, due to the prevalent market sentiment and heavy sum you
invested, I thought I'd take a quick look at Yingli's values.
PE: 10.7, PB: 1.2, NAV: S$0.365. Assets: RMB2332m. Liabilities: RMB856m.
Aug08- Yingli issued 107m shares to raise funds for developmt of
Int'l Financial Centre (IFC). Sep09- Yingli acquired land in prime
Yuzhong district for RMB851.6m for developmt of high-end project.OCBC
subscribed for its allotment of 20m shares in Yingli. Nov09- Company
secured RMB50m from OCBC and RMB450m from Construction bank of China.
Raised further S$154m from share private placement at $0.61 each.
Jan10- Plans to develop acquired land in Yuzhong district announced. 2
further land acquisitions targetted.
Current revenue growth is driven by existing sales at completed Future
Int'l and Sanyawan projects. Results expected to surge on completion of
IFC in 1H11.
In uncertain times, I prefer to use PB as a gauge for investment
(read Teh Hooi Ling's "Show Me the Money" for elaboration) and
comparing Yingli to Yanlord and Capitaland, it's mkt cap is the
smallest but its PB ratio is the best of the lot.
Don't read too much into the target prices that analysts come up with,
it's an enigma to me how they come up with their valuations sometimes,
but it's a good feeling to see share prices climb after a good target price is announced. :)
The company has heavy hitters as shareholders (OCBC etc) and
revenue streams for
this year (Future Int'l/ Sanyawan), next year (IFC) and the year after
(Yuzhong) are more or less settled. In other words, I think it's is a
relatively safe S-Chip whose prices are pressed down due to the current
Chinese Govt measures to prevent a property bubble, which is good for the company. Nothing could be worse for the company than if a property bubble in China formed and burst.
Of
course, all these are subject to the bane of some of the S-Chips that
have run into difficulties - dubious accounting practices - and we hope
their auditors,Foo Kon Tan Grant Thornton,does a decent job. Either
way, examine their upcoming account sheets like a hawk (go to
"investopedia" for lessons in how to read balance sheets if you're
unsure).
I'd suggest holding the shares for the moment and to me, hitting the 0.60-0.70
range is not a problem for this company, once sentiment turns. Hope I
don't sound condescending, just my views. Cheers.
nanyangnanyang ( Date: 22-Feb-2010 13:40) Posted:
| Already lost 28%. Thinking that to sell Ying li and change to Genting for long term investment. Any Si Fu can give advise? |
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Kep Corp is OVER-priced after it SOLD SPC which has an intrinsic value above S$10+ at HUGE DIScounted Price of S$6.25.
This was a Betrayal to both the Kep Corp and SPC shareholders.
senecus ( Date: 22-Feb-2010 16:06) Posted:
I am not an analyst...you have to take it with a pinch of salt......
Three fundamental factors:
1) Wide customers base
2) New customers interest
3) Good profit margin
Three correlation factors:
1) Strengthening of Oil price
2) Weakening of US $
3) Strengthening of Gold price
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yingli crawling up....
push harder.....!
dec2000 ( Date: 23-Feb-2010 10:48) Posted:
I also buying high and still holding tight on this share, will continue to hang on.... |
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