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Yanlord just delivered a Spectacular Results Post Reply Rate topic
valuefish Member	03-Jan-2019 19:29        valuefish About Contact  Quote this Post!
x 0   x 0  Alert Admin	Current price of 1.22 is significantly cheap when compare to the CEO open market purchase last year at 1.65. CEO bought back almost 28M shares
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valuefish Member	03-Jan-2019 09:20        valuefish About Contact  Quote this Post!
x 0   x 0  Alert Admin	Their land bank is usually held by subsidiaries or JVs. What I notice is Yanlord usually acquires their land bank through the private market via these subsidiaries Sinari      ( Date: 06-Dec-2018 23:17) Posted: Any idea why Yanlord keep buying its own subsidaries? https://shentonwire.net/2018/12/06/yanlord-land-buys-54-percent-stake-in-wuhan-yanlord-for-around-331-million-yuan/ Is it because they  enough land banks to last for another 4-5 years, and have no better use for Cash right now. If so, why don' y they use Cash to pay off some debt first to reduce their gearing? But this should be a good thing for shareholders because more share of the Net Income will be attributable to Yanlord shareholders rather than to Non-Controlling Interests.
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lammygan Member	28-Dec-2018 12:14        lammygan About Contact  Quote this Post!
x 0   x 0  Alert Admin	Where did you get the info that div will be reduced or scrapped? serious      ( Date: 28-Dec-2018 10:51) Posted: Too many facytors are not in favour to property sector , interst up , over built , over supplies, many vacant units , unoccupaied houses , etc etc . Yanlord is over geared , especially after buying the enbloc land and UE stakes in Singapore . These 2 investments are losing monies because of high holding costs. It is a Drag to th P & L and BS. This year the dividend will have to be cut , or even skip .
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edwinsafety99 Member	28-Dec-2018 10:52        edwinsafety99 About Contact  Quote this Post!
x 0   x 0  Alert Admin	If can run, better run now ! Hohoho
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serious Master	28-Dec-2018 10:51        serious About Contact  Quote this Post!
x 0   x 0  Alert Admin	Too many facytors are not in favour to property sector , interst up , over built , over supplies, many vacant units , unoccupaied houses , etc etc . Yanlord is over geared , especially after buying the enbloc land and UE stakes in Singapore . These 2 investments are losing monies because of high holding costs. It is a Drag to th P & L and BS. This year the dividend will have to be cut , or even skip .
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huathuat88888 Elite	21-Dec-2018 12:03        huathuat88888 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Aiya. Dont believe just stay sidelines or you can continue with your shorts.
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runaway Senior	21-Dec-2018 11:43        runaway About Contact  Quote this Post!
x 0   x 0  Alert Admin	Those vested brat about good results in the past years. Now it is changed to Zhuhai and Sanya. Nothing has changed, it is a pure 100% China play, and property outlook in China is bearish, and its $8B debt, which ballooned from $1B in 2014, is a great concern. It is heading below $1.00 in 2019.
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huathuat88888 Elite	21-Dec-2018 10:51        huathuat88888 About Contact  Quote this Post!
x 0   x 0  Alert Admin	LOL. You all can talk whatever u want. I know what is happening in China. Especially in Zhuhai and Sanya soon.
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NL0261 Senior	21-Dec-2018 09:37        NL0261 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Ya, u can put yor $ on local ah beng ah seng but nvr on tis cina hustler 😤 serious      ( Date: 20-Dec-2018 15:59) Posted: ZSJ also went into hiding .
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serious Master	20-Dec-2018 15:59        serious About Contact  Quote this Post!
x 0   x 0  Alert Admin	ZSJ also went into hiding .
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NL0261 Senior	20-Dec-2018 15:25        NL0261 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Another cannibal cina coy here
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tonylim2 Veteran	20-Dec-2018 15:02        tonylim2 About Contact  Quote this Post!
x 0   x 0  Alert Admin	People all over the World avoid buying properties  , waiting for the market to crash . In this case how to be good to own propety stocks ? serious      ( Date: 20-Dec-2018 11:08) Posted: Wait for China to annunce the ban on presales , then bloods will be everywhere . Shuld be very soon , be patient ! huathuat88888      ( Date: 20-Dec-2018 11:05) Posted: 2 reasons why Yanlord will shoot up : 1. Zhuhai good news from beijing 2. Sanya good news from beijing
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serious Master	20-Dec-2018 11:08        serious About Contact  Quote this Post!
x 0   x 0  Alert Admin	Wait for China to annunce the ban on presales , then bloods will be everywhere . Shuld be very soon , be patient ! huathuat88888      ( Date: 20-Dec-2018 11:05) Posted: 2 reasons why Yanlord will shoot up : 1. Zhuhai good news from beijing 2. Sanya good news from beijing
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huathuat88888 Elite	20-Dec-2018 11:05        huathuat88888 About Contact  Quote this Post!
x 0   x 0  Alert Admin	2 reasons why Yanlord will shoot up : 1. Zhuhai good news from beijing 2. Sanya good news from beijing
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serious Master	20-Dec-2018 10:38        serious About Contact  Quote this Post!
x 0   x 0  Alert Admin	Expect more bad news from China after trade war with US. Avoid all the wat till it hits 1.00.
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Sinari Member	06-Dec-2018 23:17        Sinari About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Any idea why Yanlord keep buying its own subsidaries? https://shentonwire.net/2018/12/06/yanlord-land-buys-54-percent-stake-in-wuhan-yanlord-for-around-331-million-yuan/ Is it because they  enough land banks to last for another 4-5 years, and have no better use for Cash right now. If so, why don' y they use Cash to pay off some debt first to reduce their gearing? But this should be a good thing for shareholders because more share of the Net Income will be attributable to Yanlord shareholders rather than to Non-Controlling Interests.
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Qanghoo Supreme	06-Dec-2018 12:57        Qanghoo About Contact  Quote this Post!
x 0   x 0  Alert Admin	Agree with u.  pasttime      ( Date: 05-Dec-2018 21:15) Posted: the future of china property or singapore property is bleak or bright bepends on one time frame. i think no sensible garment is out to kill a property company. these are needed to build for people to live and as an industry it provides jobs and contribute to gdp. it was once said and still is true that infrastructure project like housing, building bridge, rail way etc is a quick way to create jobs and kick starts a slow down economy. just that the yesteryears methods of a big pump of money into the sector is no more workable as one see that it creates run away asset inflation as a side effect. china has basically quite near the end of their clamp down on rampant borrowing , like removing shadow banks. recently there is order for their banks to provide more to sme.  any garment intervention of property is necessary when prices run away.imagine a youngcouple face with having to pay more then 20x their annual salary for housing.(7x is about right) it will create what we see in japan. young working people living from shops to shops after office hours to save on rental. on the other hand over control can kill the property market as fear grow no buyer for property.  we may witness one in hong kong in the next few years if they do not remove over kill dosage in time. property companies who are properly finance or has access to ample money supply will emerge winner in a property down cycle when land become cheap for next up cycle.
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huathuat88888 Elite	06-Dec-2018 11:28        huathuat88888 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Ang mo funds selling. I know cos i bought some at 1.28.
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pasttime Supreme	05-Dec-2018 21:15        pasttime About Contact  Quote this Post!   Yells: "gold silver are real money. not others iou."
x 0   x 0  Alert Admin	the future of china property or singapore property is bleak or bright bepends on one time frame. i think no sensible garment is out to kill a property company. these are needed to build for people to live and as an industry it provides jobs and contribute to gdp. it was once said and still is true that infrastructure project like housing, building bridge, rail way etc is a quick way to create jobs and kick starts a slow down economy. just that the yesteryears methods of a big pump of money into the sector is no more workable as one see that it creates run away asset inflation as a side effect. china has basically quite near the end of their clamp down on rampant borrowing , like removing shadow banks. recently there is order for their banks to provide more to sme.  any garment intervention of property is necessary when prices run away.imagine a youngcouple face with having to pay more then 20x their annual salary for housing.(7x is about right) it will create what we see in japan. young working people living from shops to shops after office hours to save on rental. on the other hand over control can kill the property market as fear grow no buyer for property.  we may witness one in hong kong in the next few years if they do not remove over kill dosage in time. property companies who are properly finance or has access to ample money supply will emerge winner in a property down cycle when land become cheap for next up cycle.
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serious Master	05-Dec-2018 20:30        serious About Contact  Quote this Post!
x 0   x 0  Alert Admin	The future of china property market is bleak . It is heading into reccession.
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