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Yanlord Land
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Yanlord just delivered a Spectacular Results
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runaway
Senior |
28-Feb-2019 17:54
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Q418 88% plunge in profit is a bad sign that the tide has turned. It is just the tip of the iceberg that the property sector in China is in for a difficult time. Share price reflects the outlook of a stock 3-6 months ahead and BB runs faster than that. It is understandable that the vested remain in denial stage and want to believe that this company has performed well in the past, and will continue to perform ??? Mark my words, 1stQ 19 will be in the red, and more losses down the road.
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huathuat88888
Elite |
28-Feb-2019 15:32
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When Beijing declare they want to do something , they will spend huge efforts to accomplish it.
The Greater Bay Area : Beijing Focus now Yanlord Poly and Vanke are the leadng property developers in these region.
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huathuat88888
Elite |
28-Feb-2019 15:27
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Yanlord Land to outperform market with strong landbank and redevelopment strategy
Feb 27, 2019 It is important to note that Yanlord, unique to its peers and being listed offshore in Singapore gives it the access to more financing options, unavailable to most of its competitors. Given the current relatively tight credit market in the China?s real estate sector and the amount of loans and debts due for refinancing this year by Chinese developers, refinancing pose major challenges to them. However, this does not apply to Yanlord Land as the company being listed in Singapore allows it to access financing channels in the Singapore market such as offshore USD-denominated bonds. Availability of more financing options could help the company to maintain its relatively high dividend of 4.89% moving forward as dividends are usually one of the first things companies tend to cut amid tighter cash flow and finances. In addition Yanlord Land has a strong landbank in its reserves which will allow it to continue to churn out a strong pipeline of projects that include several large redevelopments in the Greater Bay Area. Yanlord?s quick uptake towards redevelopment allows the company to place itself at a significant advantage over its peers. While, China?s property market outlook continues to draw divided opinions, these factors help to put Yanlord in a position where it may continue to outperform the market, this could make the company a lucrative investment in this sector |
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CheeryVGoh
Supreme |
28-Feb-2019 15:13
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QQ Based on this Q418 results, Yanlaord is likely to report a loss for 1Q19. .... and a bigger loss for FY19. UNQQ Why you say that YL would likely be reporting loss for 1Q19? They have accumulated RMB12.9b pre-sales. so how could it be bigger loss for FY19? |
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CheeryVGoh
Supreme |
28-Feb-2019 14:48
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Ya lor. $2.04, don' t know what kind of horizon Wong is looking at, far-fetched & implausible. Buying at present for dividends as good yield should be ok for now.
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runaway
Senior |
28-Feb-2019 14:34
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Still calling a buy at $2.04??? Based on this Q418 results, Yanlaord is likely to report a loss for 1Q19. .... and a bigger loss for FY19. It is the end Feb today, 2/3rd of 1Q gone. If the results are good for Jan & Feb 19. the price will not be $1.38. BB is 3-6 months ahead of market. Somehow, they see and smell something before others. |
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huathuat88888
Elite |
28-Feb-2019 12:57
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Yanlord was wise to accumulate land bank in important cities over these years that can cover development for the next 5 years.
Now land auctions difficult to get land.
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CheeryVGoh
Supreme |
28-Feb-2019 12:38
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Yanlord Land Group: 4Q18 a miss Yanlord Land Group Limited (Yanlord) reported a subdued set of 4Q18 results which missed ours and the street&rsquo s expectations.
Revenue slumped 79.4% YoY to RMB2,325.4m due to a decrease in GFA delivered to customers (-77.2%) and lower recognised ASP of RMB51,257 psm (-22.6%).
Coupled with higher operating expenses and finance costs, PATMI for the quarter dipped 78.5% YoY to RMB256.9m. This culminated in FY18 revenue and PATMI of RMB24,888.0m and RMB3,544.6m, representing a decline of 2.9% and an increase of 10.2%, respectively. However, PATMI only formed 90.0% and 94.2% of ours and the street&rsquo s forecasts, respectively. A first and final dividend of 6.8 S cents was declared, unchanged from FY17 and represents a payout ratio of 18.2%. This was also lower than our projection due to weaker-than-expected reported PATMI. Another slight disappointment came in the form of a continued increase in Yanlord&rsquo s net gearing ratio, which stood at 96.8%, as at endFY18, versus 91.2% as at 30 Sep 2018.
Looking ahead, Yanlord has RMB12.9b of accumulated pre-sales still pending recognition. Advances of ~RMB9.9b have already been collected. We will provide more details after the analyst conference call.
For now we have a BUY rating and S$2.04 fair value estimate. (Wong Teck Ching Andy) OCBC
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huathuat88888
Elite |
28-Feb-2019 11:58
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If ZSJ news out say he is buying from open market, will spike above $1.50 easily.
ZSJ already holding more tham 70% stake. And Zhuhai Shenzhen Guamgzhou will benefot from Beijing big bet on the Greater Bay Area. |
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alexchew
Master |
28-Feb-2019 11:29
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only thing i dont like is the ever increasing loans..
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ahhuat08
Elite |
28-Feb-2019 11:15
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Just my humble opinion, The whole yr profit was down primarily due to Q4 88% plunge. So i reckon, one needs to monitor the next few quarters in order to come to conclusion that Yanlord will be below 1 buck. However, the probabilty is high though.
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runaway
Senior |
28-Feb-2019 11:11
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All vested are in denial stage. I cant blame them. YanLord has been delivering brilliant results. As said, and I say it again: When the bad news First hits, 88% drop in profit is more than bad news, the First to sell is always the winners. Mark my words. Next February will be below $1.00. |
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alidaud
Senior |
28-Feb-2019 10:51
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Stand at support 1.39 http://cakap.net/gann-square-of-9/?s=yanlord& cp=1.39 |
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runaway
Senior |
28-Feb-2019 10:49
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From here, it will drift down to where it once belonged for a long long time - $1.20 and below. As said, in a downtrend, the first one to sell is always the winner. |
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lifeisgood
Supreme |
28-Feb-2019 10:34
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Waiting for Yanlord to sell some assets to deleverage. | ||||
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NL0261
Senior |
28-Feb-2019 10:19
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ZSJ is a wolf ! | ||||
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NL0261
Senior |
28-Feb-2019 09:25
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deliver good statements but share px koyak 👎 | ||||
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lifeisgood
Supreme |
28-Feb-2019 09:17
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Property counters earnings are usually very lumpy. Check out UOL, City Dev also same same. But Yanlord already secured RMB 12.88 billion presales, of which almost RMB 10 billiob already paid. Not too shabby. | ||||
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lifeisgood
Supreme |
28-Feb-2019 09:15
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Commentary from the company: Barring any significant deterioration in the global economy and any other unforeseen circumstances, the Board of Directors is confident of the Group&rsquo s performance relative to the industry trend for the next reporting period and the next 12 months based on the number of pre-sale units to-date, expected delivery schedules and on-schedule construction works in progress |
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runaway
Senior |
27-Feb-2019 20:27
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https://links.sgx.com/FileOpen/27-02-2019_FY2018_Results.ashx?App=Announcement& FileID=545314
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