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LOL ANG MO FUNDS CHASING AFTER CHINA PROPERTY STOCKS.
JP Morgan?s investment and divestment drew the attention of other financial heavyweights to Vanke. Citigroup on Tuesday followed JP Morgan Chase by increasing its holdings in the developer by 0.5 percentage points to 9.07 percent, while BlackRock on Monday bought 2,350,000 shares of Vanke stock and increased its holdings to 7.65 percent from their 7.59 percent level on October 26th.
huathuat88888 ( Date: 25-Nov-2018 19:13) Posted:
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LOL
JP MORGAN CHASE BUILDS 11% STAKE IN CHINA VANKE
I just know abit here and there , understand or know China not even one 0.1% . Happy to learn from few China experts in SJ . Really learnt a lot from them , very thankful .
runaway ( Date: 24-Nov-2018 16:47) Posted:
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👍 Ground knowledge is above all the historical numbers.
You saved yourself $67,500 for now, could be more if the share continues to drift south.
I love HK 烧 鹅 腿 .
serious ( Date: 24-Nov-2018 15:53) Posted:
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YL borrowing is just too high , if pre sales is bane , YL will be half dead because cash flow is very critical to high leverage companies . .
I sold all my 250,000 shares at around 1.55 when I heard these ' ' rumours ' ' . BTW I spend at least 3-4 months in China and HK yearly since 2001.
runaway ( Date: 24-Nov-2018 15:48) Posted:
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Is this the < Big News> HuatHuat8888 was talking about?
tonylim2 ( Date: 24-Nov-2018 14:56) Posted:
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There is a reason for everything that happens.
Yanlord was $1.90 in Jan. It defied all good fundamentals and drifted down to $1.28 today.
Nothing that is known can explain the drop in its share price. Those in the know of the unknown are heading to the exit.
I believe the truth, the unknown, will be known in 2019.
Yanlord was $1.90 in Jan. It defied all good fundamentals and drifted down to $1.28 today.
Nothing that is known can explain the drop in its share price. Those in the know of the unknown are heading to the exit.
I believe the truth, the unknown, will be known in 2019.
https://www.scmp.com/business/banking-finance/article/2165700/chinese-property-stocks-hit-housing-ministry-instructs-six
Chinese property stocks hit as housing ministry instructs six provinces to conduct in-depth study of pre-sales
China steps closer to banning home presales, sending a chill among domestic developersChinese property developers have been invited to give their input on a controversial proposal that would prohibit sales of flats before they are finished, potentially expanding discussion currently underway in Guangdong province. A broad prohibition of the sales practise could weigh negatively on shares of large property developers and remove a key source of funding to smaller developers, according to experts.
Many developers face pre-sales permit delay not just YL becasue the PRC gov. may bane pe -sales altogether . So take note of this . If ban is confirmed , not difficult to imagine the fate of all developers there . Why ZSJ stops buying YL shares ? Get the drift .
serious ( Date: 24-Nov-2018 14:12) Posted:
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Yanlord Land Group Limited&rsquo s (Yanlord) recent 3Q18 results were solid, with PATMI beating our expectations. However, Yanlord highlighted that it had encountered some pre-sales permit delays for two projects in Shenzhen, with a push back to early next year.
huathuat88888 ( Date: 24-Nov-2018 13:04) Posted:
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Let me explain why some retailers "have a grudge" with some stocks like say Yanlord .
Likely to be :
These retailers bought at 1.70.
Cut loss at 1.40 to 1.50.
Not buying back at 1.20 to 1.30. Staying sidelines to watch.
But if price go up , they feel "painful".
Say if Yanlord go up to $1.60 to 1.80 where ZSJ bought a lot. More than 30 mil shares.
Feel painful cos they wold say : "i should not have...." "i should have hold...." "i should have bought at....."
"I could have ...." etc
Likely to be :
These retailers bought at 1.70.
Cut loss at 1.40 to 1.50.
Not buying back at 1.20 to 1.30. Staying sidelines to watch.
But if price go up , they feel "painful".
Say if Yanlord go up to $1.60 to 1.80 where ZSJ bought a lot. More than 30 mil shares.
Feel painful cos they wold say : "i should not have...." "i should have hold...." "i should have bought at....."
"I could have ...." etc
Actually I can dont explain. Just saying it so that other investiors will not be misled by nonsense.
When u cant even spell Shenzhen correctly, we know u are no China expert.
LOL
Tulip is prime freehold JV (partner) with HK Land.
UE was acquired at very "good discounted price" by JV (again) with Kuok's Perennial. Otherwise, why u think Oxley wants to buy into it and 凑 热 闹 too ?
The" fun and the nice party" was arranged by OCBC and GE and Yanlord and Perennial were "cordially invited".
Oxley wasnt even invited to the party and just "barged in" like that, coming to the party "uninvited".
It is like :
So there is a wedding dinner (marriage between Yanlord Perennial OCBC GE) and they didnt give Oxley invitation card and Oxley just went to the dinner and say : " here my red packet, i wanna eat , find me a seat "
What does it say ?
LOL
And what Shenzhen delay ?
serious ( Date: 24-Nov-2018 11:44) Posted:
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Yeah, bad news good for the shorts.
serious ( Date: 24-Nov-2018 11:44) Posted:
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They bought into Tulip garden enbloc at almost a billion $ and the UE / WBL stake at the wrong timimg , these 2 investments cost YL billiuons and the holding costs are high , eating into their bottomline. Y aso face deleyed in the Shenzheng projects. so bad news come one after another .
So what are the parameters to tell a rolex from a casio? Very confusing isn' t it?
Qanghoo ( Date: 24-Nov-2018 06:57) Posted:
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Isn' t a jv with mcl leveraging on on each other' s strengths n also spreading the risks?
runaway ( Date: 24-Nov-2018 06:50) Posted:
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Eh, some time back was casio. Then sold at Rolex px. Just wondering why ...... UOL Patek Philip sold at Sungei-Road px arh? Capitaland maybe Sungei Road also cannot sell one leh ....
runaway ( Date: 23-Nov-2018 07:19) Posted:
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