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Query on Yanlord s long-term trend

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Observers
    15-Jan-2017 07:27  
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Thats the beauty of being a shareholder. You don' t have to put 100% into Yanlord.
 
 
anthonykwong
    15-Jan-2017 01:15  
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Though I like Yanlord, but what I disliked about it is :

Yanlord is putting ALL ITS EGGS in just one market : China

This is too risky.

If I stay in China and I have cash 100 mil RMB now, i would prefer to put
: 30 mil in rmb in China
: 30 mil rmb in US$
: 20 mil rmb in Sterling Pound
: 20 mil rmb in Euro ou AUD

Of course in business, it is not so easy to do likewise as above.

But if say 70% Rev / Profit / Assets comes from China, 30% Rev / Profit / Assets comes from UK , Europe or even Singapore Australia




anthonykwong      ( Date: 11-Jan-2017 15:13) Posted:

One thing i hate about Yanlord most is :

They put All Eggs in one China Basket

This is not good.

 
 
anthonykwong
    11-Jan-2017 15:13  
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One thing i hate about Yanlord most is :

They put All Eggs in one China Basket

This is not good.
 

 
anthonykwong
    09-Jan-2017 18:56  
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At least tell us what Shenzhen Hengming is all about ? Comprises of what ? You inside company know we outside company dont know. Right or not.

anthonykwong      ( Date: 09-Jan-2017 18:47) Posted:

Sometimes dont know what China english means.

What buy 25% subsidiary at 1.25 billion cash then NTA only 2 mil.

Why not 讲 华 语 better right ?

 
 
anthonykwong
    09-Jan-2017 18:47  
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Sometimes dont know what China english means.

What buy 25% subsidiary at 1.25 billion cash then NTA only 2 mil.

Why not 讲 华 语 better right ?
 
 
anthonykwong
    17-Nov-2016 14:19  
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beatles and cuijian jamming session now..
K, P, W, M..and Z
 

 
anthonykwong
    17-Nov-2016 14:11  
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thanks for support : )
when beatles and cui jian jam together, music sure very loud but nice : )

but when beatles like paul go solo... cannot make it tsk tsk tsk
 
 
anthonykwong
    17-Nov-2016 13:40  
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Mr Z, unlike some, is :
ideas : 8/10 executions : 9/10
one of the few ex prc chinese whose companies worth buying into : )
 
 
anthonykwong
    17-Nov-2016 13:35  
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i still holding mine at 1.305 , when it dumped to 1.295, almost flushed me out
...
si bei heng : )
 
 
anthonykwong
    17-Nov-2016 13:19  
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why is Yanlord issuing Senior Notes in USD ?
cash power not enough ?
or
usd to m & a overseas assets ?
 
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