YZJ Shipbldg SGD    Last:3.32    +0.03

Cruising with the ship ..Yangzijiang

You are true brother

 

Drop 2 cents on thin volume this morning.

Amazing how when most analysts recommend price will fall later.

Big boys just start to go against the recommendations. I wonder how analysts with all their learned trainings and certs from top universities can go wrong.

 

We said  Lan Pah you said " Pah Lam" We meant the same thing. But you said  You don't agree with both of us. What a world. maybe you don't see the BIG picture on what we both implied..

The meaning was the same - just different way to put it.


Its ok - Cheers.

Tomique      ( Date: 05-Apr-2012 17:02) Posted: I don't agree with both of you, because I have seen reports negative today, and then positive 2 days later, not necessarily one month or two months. Hunter2011      ( Date: 05-Apr-2012 13:58) Posted:   I agreed with this " Reports today can be negative but in 30 days time the same people says negative can adjust to positive  "   And when reading analysts report need to pick useful infor/data and do your own analysis.

 

I don't agree with both of you, because I have seen reports negative today, and then positive 2 days later, not necessarily one month or two months.

Hunter2011      ( Date: 05-Apr-2012 13:58) Posted:   I agreed with this " Reports today can be negative but in 30 days time the same people says negative can adjust to positive  "   And when reading analysts report need to pick useful infor/data and do your own analysis.  moneycow      ( Date: 05-Apr-2012 13:26) Posted: In general. There are such things proven as ....done much better than expectations...Reports today can be negative but in 30 days time the same people says negative can adjust to positive when either they bought in....huge lots. In the market long enough seeing those reports.... that flickers...from negative to positive or positive to negative in a short time frames.... gotta take report with a pinch of salt.

 

 

I agreed with this " Reports today can be negative but in 30 days time the same people says negative can adjust to positive  "

  And when reading analysts report need to pick useful infor/data and do your own analysis. 

moneycow      ( Date: 05-Apr-2012 13:26) Posted: In general. There are such things proven as ....done much better than expectations...Reports today can be negative but in 30 days time the same people says negative can adjust to positive when either they bought in....huge lots. In the market long enough seeing those reports.... that flickers...from negative to positive or positive to negative in a short time frames.... gotta take report with a pinch of salt.

 

In general. There are such things proven as ....done much better than expectations...Reports today can be negative but in 30 days time the same people says negative can adjust to positive when either they bought in....huge lots. In the market long enough seeing those reports.... that flickers...from negative to positive or positive to negative in a short time frames.... gotta take report with a pinch of salt.

 

Deutsche Bank negative view on Chinese shipbuilding

(source: Conditions weak and deteriorating  )

 

Today can consider a good day. BUT this one no energy- small volume... how come ? :)

Usually on such day it moves 6 cents up ...today fall instead :)

Whats wrong ?

 

 

  YZJ  incorporated  SPVs is to leasing and chartering of vessels.

INCORPORATION OF A WHOLLY-OWNED SUBSIDIARY- YANGZIJIANG SHIPPING PTE. LTD

 

Correction? or analyst downgrade?

Citi highlighted YZJ “. Operational excellence, coupled with its ability to leverage on the downturn to scale the value chain, may propel YZJ to the status of top shipyard in China. On a 1-2 year horizon, however, this is inadequate in off-setting the structural decline in shipbuilding profitability, industry-wide.”

(source: Yangzijiang : Revenue Margin Trade–Off to Intensify)

 

Ty you for all the kind advise . Got it. Huat ar!!!

 

As long as you bought before the inductor change to  Xd. you will be qualify for the dividends distribution.  But  if its still CD, and you sold off,  NO more. Then you would have sold away your right to dividend distribution.

xiaoqin83      ( Date: 24-Mar-2012 22:57) Posted: Can anyone advise how do the dividend calculate?? ect, if i just brought the stock, do i profit on the dividend as it was after the after the announce then i purchase???

 

Its before CD and in between CD period. Once it change to XD after last day of CD. No more qualified.

tiancai007      ( Date: 24-Mar-2012 23:23) Posted: U can buy b4 CD, and sell after XD, u will get the dividend. But after XD, px will normally drop by the same amt as the dividend. So u will need to hold for px to recover back to pre XD px level.  xiaoqin83      ( Date: 24-Mar-2012 22:57) Posted: Can anyone advise how do the dividend calculate?? ect, if i just brought the stock, do i profit on the dividend as it was after the after the announce then i purchase???

 

U can buy b4 CD, and sell after XD, u will get the dividend. But after XD, px will normally drop by the same amt as the dividend. So u will need to hold for px to recover back to pre XD px level. 

xiaoqin83      ( Date: 24-Mar-2012 22:57) Posted: Can anyone advise how do the dividend calculate?? ect, if i just brought the stock, do i profit on the dividend as it was after the after the announce then i purchase???

 

Can anyone advise how do the dividend calculate?? ect, if i just brought the stock, do i profit on the dividend as it was after the after the announce then i purchase???

 

1.20 I hope so, I have unloaded at 1.35 weeks ago after the 2011result out.

I think 70% YZJ will rise further next week. Anyway with 5.5% dividend on the horizon,  everyone holding on to YZJ like bao bei.

This is a big and heavy bull difficult to pull down. 

monk999      ( Date: 23-Mar-2012 21:22) Posted: yes..1.2 is coming. bulls will get trapped here too

 

yes..1.2 is coming. bulls will get trapped here too

 

OK Thanks guys.

Some are pessimistic over the market condition, some on the stocks itself, some both., Others on the opposite side . Some on the same side.

We all have diverse view. But the fact remain is that, We are always a little bias toward our own side :)

Thanks for all the inputs.

Vested.

Any way I  am long.

Just hope for the best. On the side of the brothers here whom are also vested.

 

With China cool down & euro recession, plus over capacity of ship builder for last few years....

It is not easy to maintain above 1.3.

Earning is good, but P/B or P/S is more important for defensive player...


Cautios investors might look for safer one such as NOL...

- Just my thought...

settowin      ( Date: 23-Mar-2012 15:46) Posted: Accumulation (after distribution) should be near completion.  Think next week, coming Monday will moving up again and if DOW is up tonite, very good chance for it to move back above  $1.40.

 

Accumulation (after distribution) should be near completion.  Think next week, coming Monday will moving up again and if DOW is up tonite, very good chance for it to move back above  $1.40.