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Yanlord Land
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YANLORD
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john_ric
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09-Jun-2023 10:41
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Recalled that uob' wee cy bought at 0.88 many years back. | ||
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cloudy.mountain
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08-Jun-2023 15:33
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i think if competitors continue to go into liquidation/ restructured into smaller versions of their former self, Yanlord is a long term winner. i just hope they do not privatise this company |
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Ftyeng
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07-Jun-2023 12:31
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This is good news I did not expect it as most rest-estate companies in China are not doing well. Yanlord I remember only had 1 development project in Singapore (Dairy Farm area).
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Joelton
Supreme |
07-Jun-2023 11:48
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Yanlord reports 437.5% y-o-y surge in total contracted pre-sales of RMB6.1 bil in May
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Yanlord Land Group Z25 0.6% has reported total contracted pre-sales of RMB6.1 billion ($1.16 billion) for the month of May. The amount, which came from the group&rsquo s residential and commercial units as well as car parks, stood 437.5% higher than May 2022&rsquo s RMB1.14 billion.
This month&rsquo s total contracted pre-sales stood over a gross floor area (GFA) of 199,946 sqm, which is 319.2% over May 2022&rsquo s GFA of 47,695 sqm.
The key contributors to the group&rsquo s total contracted pre-sales were the Chinese cities of Nanjing, Tianjin, Jinan, Suzhou and Haikou in that order.
Contracted pre-sales of other property development projects under the group&rsquo s project management business stood 32.0% higher y-o-y at RMB0.20 billion.
Total GFA increased by 79.4% y-o-y to 8,815 sqm.
As at May 31, Yanlord&rsquo s subscription sales stood at RMB3.33 billion.
Yanlord is a Mainboard-listed real estate developer. The group&rsquo s Singapore property portfolio includes Leedon Green and Dairy Farm Residences as well as UE BizHub CITY, Rochester Mall and Park Avenue Robertson, to name a few.
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SmallSmall
Supreme |
06-Jun-2023 09:37
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Yes. Watching this counter closely. Usually low volume. But last few days some movements. Director bought 46K @ $0.86 earlier May 2023. NAV $3.49. SS holds 71% YANLORD HOLDINGS PTE. LTD. 1,278,390,000 66.19 &ndash &ndash 1,278,390,000 66.19 ZHONG SHENG JIAN3 73,171,500 3.79 1,308,900,500 67.76 1,382,072,000 71.55 |
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bobiewong
Member |
31-May-2023 11:57
Yells: "Good Time Ahead" |
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the Lord is holding 70+% and increasing each year..... for him, it is like every year 6% dividend plus his family super scale salaries, use to buy up the remaining share holders, eventually is to squeezed out all at way below his assets value. Delist and bring the assets to the bank. I wonder if SGX controls on such behaviour by these " family owned" listed companies. Otherwise all small share holders will lose out totally. |
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eddyeddy
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31-May-2023 11:27
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This one kaput because PRC property in bear trend for next few years. | ||
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tonytony
Senior |
27-May-2023 09:38
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Why should they do this if privatization is not in their discussion ?
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XiaoFeiXia
Senior |
27-May-2023 07:47
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Looks like it is going to filter thoroughly as much as it can to get rid of retailer holdings. Cruel ball game by the Rich. | ||
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rushhour4
Member |
23-May-2023 19:58
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fck this shit laaaa | ||
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uncle168
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23-May-2023 14:37
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yanlord didn' t pay dividend in for fy2011 due to the european debt crisis. the reason was the same to conserve cash due to the uncertainty. in fy2012 it paid 1.86 cents higher than 1.22 cents by 50%. it is likely yanlord would pay a higher dividend in fy2023 if china property market start to rise again. i estimate a dividend of 10.8 cents in fy2023, 50% more than fy2021 keekeekee |
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tonytony
Senior |
23-May-2023 10:14
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Is ZSJ wants to go back to resume personal guarantee responsibility ? | ||
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uncle168
Member |
22-May-2023 16:54
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my bet on privatisation is the same collect dividend while waiting for offer begun with telechoice with good dividend until starhub started to insource that' s when i sold and brought m1. m1 same strategy then keppel buyout. moved to the hour glass same strategy but the gridlock between divorced wife means odds of privatisation is low so sold at good proft and switch to yanlord. same strategy but this year no dividend so now stuck. you see buy stock no bao jiak one. keekeekee |
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uncle168
Member |
22-May-2023 16:46
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the funny thing is this director everytime buy the share drop Hong Pian Tee 3 May 2023 buy 44k @ S$0.86 28 Sep 2022 buy 100K @ S$0.97 but got this ong eng loke buy and 2 of the stock he brought with substantiall stake went private hwa hong & hi-p he still got yanlord, shs and healthway. keekeekee |
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uncle168
Member |
22-May-2023 16:29
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the risk to buy this if no privatisation, you can get stuck with no dividend for a long time as yanlord deleverages waiting for the china property market to turn around. while yanlord has S$2 in cash it also has S$4 in debt. pure property companies are trading at a discount to nav as they don' t behave like reits that pays out all their earnings leaving no reserves for bad times. reits thrived when interest rates were next to zero, they will be blazed to the ground as interest rate stay high as it makes more sense to put fd then buy reits keekeekee |
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Thi654321ABCDEF
Master |
22-May-2023 15:51
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Yanlord got 4 billion cash meaning 1 share got S$ 2 dollars cash NAV =S$ 3.45 current share price is S$0.80 , very cheep , because of every one oversold purposely from S$1 to 0.80 due no dividend announcement of 6 cents, very good oppurtunity to buy now. So holding this share is quite worthy compare to other stocks. |
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uncle168
Member |
22-May-2023 15:39
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yanlord is lucky it brought united engineers as singapore property just kept rising. this provide yanlord with an offshore line of credit due to the strong valuation of its 2 freehold crown jewels. it is unlikely to spin off its investment property into reits. the chairman thinks like uob ah wee. if you recycle the capital of the investment property into reits, the property don' t belong to you, it belongs to the banks. the chairman is likely to fund the privatisation using the dividends and salary he had accumulated over the years i estimated at S$1 billion. then he can call for a capital distribution after privatisation to get back his money as he is the only shareholder. the only risk he face is the possible change of government in ge2025 in singapore due to the huge income gap as the influx of foreign funds fuel inflation for the people. a change of government would mean much higher tax for the rich and a restriction in immigration and wealth inflow as taxes on wealth would increase significantly. keekeekee |
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finjungle
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22-May-2023 15:14
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Well argued and provided the Zhangs have the appetite to assume the net $4B debts but keep the investment properties.
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uncle168
Member |
22-May-2023 15:04
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once privatised it no need to pay dividend can save S$129.2 million a year. yanlord only pays out 20% of its profit meaning it can potentially pay out 5x the dividend it used to pay if it pays out 100% in dividend. yanlord pays S$200 million in interest per year. the dividend can already pay half of the interest liao,. yanlord has S$8.2 billion in debt but it has S$8 billion in investment properties and S$4 billion in cash. yes the debt is massive but so is its assets keekeekee |
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finjungle
Member |
22-May-2023 14:37
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what a well written script. what about the massive debts? would Yanlrd be able to maintain the same credit rating after it has been taken privare?
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