Latest Forum Topics / YZJ Shipbldg SGD Last:2.48 -0.07 | Post Reply |
The Only Shipbuilding Blue Chip in SGX!
|
|||||
morgany
Veteran |
10-Oct-2024 14:47
|
||||
x 0
x 1 Alert Admin |
Sorry if I offended anybody, it was just my view... I do have a handful of this counter and it's frustrating to see how it runs.... My apologies
|
||||
Useful To Me Not Useful To Me | |||||
Login20
Veteran |
10-Oct-2024 14:47
|
||||
x 0
x 0 Alert Admin |
I write base on fundamentals and reported news, I do not write to speculative and for fun. You understand?
|
||||
Useful To Me Not Useful To Me | |||||
|
|||||
Login20
Veteran |
10-Oct-2024 14:44
|
||||
x 0
x 0 Alert Admin |
I write for like minded individuals, please excuse yourselves since you are not. The synergy is later not now. That simple you cannot understand, what go up will vine down, what go down will come up, you understand? Again I write this for like minded individuals 
|
||||
Useful To Me Not Useful To Me | |||||
morgany
Veteran |
10-Oct-2024 14:40
|
||||
x 0
x 1 Alert Admin |
No point telling this forum how the company performs, it's how the CFD investors deep pockets that count. If the share prices go up, they sell the CFD.... the shares will goes downhill... That simple!! easy money for them...
|
||||
Useful To Me Not Useful To Me | |||||
Login20
Veteran |
10-Oct-2024 13:26
|
||||
x 0
x 0 Alert Admin |
Iron ore price in 3Q and to date average seem is lower than the 1H24 average at the iron ore chart, if not wrong. Depend on what point of time the steel order is made I suppose. DBS research dated 13 Aug 24.  We now expect gross margin to hover around this level (25.9%), supported by higher containership prices and productivity offsetting the weaker US$ and lower margin tanker orders. Steel cost is expected to stay low in the near term. Hopefully the above is correct for YZJSB, then it will  alleviate the concern on weak US $ issue. |
||||
Useful To Me Not Useful To Me | |||||
|
|||||
kepoh88
Veteran |
09-Oct-2024 15:41
|
||||
x 0
x 0 Alert Admin |
Long time never see  more than 1000 lot at one go..!!! | ||||
Useful To Me Not Useful To Me | |||||
BinderyT
Master |
09-Oct-2024 14:28
|
||||
x 0
x 0 Alert Admin |
Yes, I agree with your logic.   But Trump is irrational and I suffered daily headaches during his trade war with China.
|
||||
Useful To Me Not Useful To Me | |||||
Wisedom
Member |
09-Oct-2024 14:24
|
||||
x 0
x 0 Alert Admin |
PBOC allow 300 billion yuan facility for shares buyback plus 500 billion yuan facility for institutional investors to buy stocks. This will have positive impact on China stocks locally and overseas | ||||
Useful To Me Not Useful To Me | |||||
|
|||||
Smallboat1021
Member |
09-Oct-2024 12:19
|
||||
x 0
x 0 Alert Admin |
On the contrary, Trump win is maybe the most important catalyst for shipbuilding' s mid-term outlook as oil & gas CAPEX will boom and newbuilding demand for LNGC/LPGC/LEGC/VLCC will continue. We can not count on dry bulker to drive the demand as its low entry barrier, and containership is unrealistic to keep flowing in. Gas carrier is the only future of shipbuilding. 
|
||||
Useful To Me Not Useful To Me | |||||
fuzzyshares
Veteran |
09-Oct-2024 12:10
|
||||
x 0
x 0 Alert Admin |
Institutional buying like the rally in late May this year was true and sustainable. Otherwise YZJSH is just another retail stock. Trade true and trade smart.
|
||||
Useful To Me Not Useful To Me | |||||
BinderyT
Master |
09-Oct-2024 12:02
|
||||
x 0
x 0 Alert Admin |
If Trump wins, I will be opening my vault to trim down YZJ.   Hopefully price will be high when I have to do that.
|
||||
Useful To Me Not Useful To Me | |||||
HappyBunny
Senior |
09-Oct-2024 11:57
|
||||
x 0
x 0 Alert Admin |
Some BB die die doesn?t want price to go beyond 2.52
|
||||
Useful To Me Not Useful To Me | |||||
|
|||||
fuzzyshares
Veteran |
09-Oct-2024 11:31
|
||||
x 0
x 0 Alert Admin |
Mon 7/10 T-day YZJSH closed at 2.55 with a volume of 38m. Following YZJSH was unable to sustain the momentum and closed lower. Friday 11/10 T+4 would be due date for contra buyers. If traders traded with CFD platform, then there should not be any selling issues. Let's see what happens. | ||||
Useful To Me Not Useful To Me | |||||
emailpeter
Veteran |
08-Oct-2024 16:51
|
||||
x 0
x 0 Alert Admin |
Iron Ore plunged 5% to $105 today on the anticlimax "high expectations" of Govt. I think it will continue its downtrend towards month end 3Q24 report. Coupled with good fulfillment results (if they disclose any), only then will we see some creep up in shares towards fundamental value for 2025.
Global sentiment is not the best for now, I feel lotsa patience needed till Mar FY2024 results show an expected jump in profits. |
||||
Useful To Me Not Useful To Me | |||||
AhTan888
Member |
08-Oct-2024 15:11
|
||||
x 0
x 0 Alert Admin |
Back to 2.49 again. One day up next day down. Looks like will stay at this level for awhile. | ||||
Useful To Me Not Useful To Me | |||||
Panda8
Veteran |
08-Oct-2024 05:13
|
||||
x 0
x 0 Alert Admin |
Indeed look at T + 4 is no meaning at all. Every day there is T+4. But then now only very very small retailer will use T + 4 cotnra. All sydnicate only use CFD, their commission paid is almost zero. That' s why you may see many left to right pocket transaction. Those contra 100K to 200k share and can' t pick up there is no impact to the price at all.    btw, for those who still living in contra T+4 century or those thinking still need to borrow shares to short, CFD has a unlimited time frame, as long as you pay the interest 
|
||||
Useful To Me Not Useful To Me | |||||
BinderyT
Master |
07-Oct-2024 18:05
|
||||
x 0
x 0 Alert Admin |
It is insane.   And they should just use CFD if capital is an issue.
|
||||
Useful To Me Not Useful To Me | |||||
rlong8288
Master |
07-Oct-2024 14:48
|
||||
x 0
x 0 Alert Admin |
everyday there is a T+4 cycle
|
||||
Useful To Me Not Useful To Me | |||||
fuzzyshares
Veteran |
07-Oct-2024 14:09
|
||||
x 0
x 0 Alert Admin |
Frankly, to contra trade in a T+4 or 4-day cycle is insane. Should have the capacity to pick up the share, be it long term or short term trading.
|
||||
Useful To Me Not Useful To Me | |||||
emailpeter
Veteran |
07-Oct-2024 10:18
|
||||
x 0
x 0 Alert Admin |
Funny you quote fundamentals i/o your usual contra updates. We missed you badly during that 1.65 to 2.70 sharp rise.
We could have contra traded 8 sessions x 4 days. Just keep rolling it. I was quietly confident you did !! Cheers |
||||
Useful To Me Not Useful To Me |