Yanlord Land    Last:0.645   -

Yanlord just delivered a Spectacular Results

IF Chiina Gov ban presales , YL would have lesser cash flows to work on. The borrowing is already at about S$5B . Need to borrow more and incur more risks and intrest expenses .

Sinari      ( Date: 02-Nov-2018 23:11) Posted: No matter which aspects of fundamental analysis you look at (i.e. Financial Health, Mgmt Effectiveness, Profitability, Valuation, or Growth) Yanlord is outstanding. So why is the share price so depressed? 2 main reasons: 1. There is a real risk in china real estate market moving forward. Especially the impending ban on Presales. Just that we dont know the extent of the impact of this policy. How many % is ban? Which cities will be banned, etc. This uncertainly increase the risk of holding Yanlord. 2. Privatization coming. There are some understanding between Yanlord and its major shareholders to depress the share price so that it doesn' t rise too much. Hence, making the offer price looks good against the 6 months VWAP (volume-weighted average price). lifeisgood      ( Date: 02-Nov-2018 15:15) Posted: Should be around 13th Nov. Funny thing with Yanlord is that sales and profits always very good, but share price still dead. Someone playing punk I supposed

 

They enteted Spore market at the wrong timing , UE and the embloc land st ferrer/ holland road.

 

No matter which aspects of fundamental analysis you look at (i.e. Financial Health, Mgmt Effectiveness, Profitability, Valuation, or Growth) Yanlord is outstanding. So why is the share price so depressed? 2 main reasons:

1. There is a real risk in china real estate market moving forward. Especially the impending ban on Presales. Just that we dont know the extent of the impact of this policy. How many % is ban? Which cities will be banned, etc. This uncertainly increase the risk of holding Yanlord.

2. Privatization coming. There are some understanding between Yanlord and its major shareholders to depress the share price so that it doesn' t rise too much. Hence, making the offer price looks good against the 6 months VWAP (volume-weighted average price).

lifeisgood      ( Date: 02-Nov-2018 15:15) Posted: Should be around 13th Nov. Funny thing with Yanlord is that sales and profits always very good, but share price still dead. Someone playing punk I supposed. huathuat88888      ( Date: 02-Nov-2018 15:03) Posted: You have any idea when Yanlord next qtr results coming out ? Nanjing, Suzhou sales is hot. Even Tianjin sales is hot. Beijing buyers flocking there

 

Nice profitable stock. I have asked my student to collect it. It start to rise today.

Carurhead
Success people see future.

 

LOL. Nanjing is Yanlord Stronghold. Especially JiangXinZhou. Next property launch @ JiangXinZhou just invite GS analysts there to have a look. How the units snapped up by balloting . ASP Rmb 40 000 psm Cost ? : LOL Ask Ho Bee Chua Tian Poh. He should know : )

lifeisgood      ( Date: 02-Nov-2018 15:20) Posted: I dont like the GS Chinese traders. Many bananas there. All speaking like there are above everyone else. Pui !!! huathuat88888      ( Date: 02-Nov-2018 14:15) Posted: Really ? LOL I think goldman sachs rely on goldman sachs hk , maybe goldman sachs hk "hates" China cos the staff there are ang mos and hongkies (ang mo wannabes) So they maybe a bit biased ?

 

Hi, all. This is an undervalued stock. Half year profit this year is already 80% better than last year. Will rise further soon. Target price 1.80 and above.

 

I dont like the GS Chinese traders. Many bananas there. All speaking like there are above everyone else. Pui !!!

huathuat88888      ( Date: 02-Nov-2018 14:15) Posted: Really ? LOL I think goldman sachs rely on goldman sachs hk , maybe goldman sachs hk "hates" China cos the staff there are ang mos and hongkies (ang mo wannabes) So they maybe a bit biased ? lifeisgood      ( Date: 02-Nov-2018 14:08) Posted: Yanlord was suppressed very hard by Goldman Sachs yesterday. Even at closing GS clobbered it down.

 

Should be around 13th Nov. Funny thing with Yanlord is that sales and profits always very good, but share price still dead. Someone playing punk I supposed.

huathuat88888      ( Date: 02-Nov-2018 15:03) Posted: You have any idea when Yanlord next qtr results coming out ? Nanjing, Suzhou sales is hot. Even Tianjin sales is hot. Beijing buyers flocking there. lifeisgood      ( Date: 02-Nov-2018 14:53) Posted: Yesterday I used real bullets to find out that at many different levels, they were selling to me.

 

You have any idea when Yanlord next qtr results coming out ? Nanjing, Suzhou sales is hot. Even Tianjin sales is hot. Beijing buyers flocking there.

lifeisgood      ( Date: 02-Nov-2018 14:53) Posted: Yesterday I used real bullets to find out that at many different levels, they were selling to me.  Sinari      ( Date: 02-Nov-2018 14:31) Posted: sorry, im a noob. may i know where did u go and see the information that Yanlord was suppressed hard by GS? Thanks

 

Yesterday I used real bullets to find out that at many different levels, they were selling to me. 

Sinari      ( Date: 02-Nov-2018 14:31) Posted: sorry, im a noob. may i know where did u go and see the information that Yanlord was suppressed hard by GS? Thanks. lifeisgood      ( Date: 02-Nov-2018 14:08) Posted: Yanlord was suppressed very hard by Goldman Sachs yesterday. Even at closing GS clobbered it down.

 

sorry, im a noob. may i know where did u go and see the information that Yanlord was suppressed hard by GS? Thanks.

lifeisgood      ( Date: 02-Nov-2018 14:08) Posted: Yanlord was suppressed very hard by Goldman Sachs yesterday. Even at closing GS clobbered it down.    huathuat88888      ( Date: 02-Nov-2018 10:22) Posted: By doing so, more HK pple can drive to Macau and Gong Bei there and vice versa.

 

Go and take a look at Atlantis China. Where is it located ? And go study WHEN Yanlord enter there. Very very early at super cheap land prices. That place is gonna be like Hawaii + Monaco : )

 

Really ? LOL I think goldman sachs rely on goldman sachs hk , maybe goldman sachs hk "hates" China cos the staff there are ang mos and hongkies (ang mo wannabes) So they maybe a bit biased ?

lifeisgood      ( Date: 02-Nov-2018 14:08) Posted: Yanlord was suppressed very hard by Goldman Sachs yesterday. Even at closing GS clobbered it down.    huathuat88888      ( Date: 02-Nov-2018 10:22) Posted: By doing so, more HK pple can drive to Macau and Gong Bei there and vice versa.

 

Yanlord was suppressed very hard by Goldman Sachs yesterday. Even at closing GS clobbered it down.   

huathuat88888      ( Date: 02-Nov-2018 10:22) Posted: By doing so, more HK pple can drive to Macau and Gong Bei there and vice versa. huathuat88888      ( Date: 02-Nov-2018 10:04) Posted: Ok this one is NOT a joke. Beijing MAY REWARD MACAU with more land. Macau compared to HK, Macau people more well behaved means more nice. So they built 1 Macau University on Zhuhai Land. They are saying Beijing may allocate some Zhuhai land to Macau to make it a bigger territory. Hence the Macau Zhuhai HK bridge. If this really true, those near by GongBei will be allocated to Macau, then Yanlord + Ho Bee will strike Jackpot there.

 

By doing so, more HK pple can drive to Macau and Gong Bei there and vice versa.

huathuat88888      ( Date: 02-Nov-2018 10:04) Posted: Ok this one is NOT a joke. Beijing MAY REWARD MACAU with more land. Macau compared to HK, Macau people more well behaved means more nice. So they built 1 Macau University on Zhuhai Land. They are saying Beijing may allocate some Zhuhai land to Macau to make it a bigger territory. Hence the Macau Zhuhai HK bridge. If this really true, those near by GongBei will be allocated to Macau, then Yanlord + Ho Bee will strike Jackpot there. Sinari      ( Date: 29-Oct-2018 10:05) Posted: Agree with huathuat88888 that a privatisation offer is coming soon. Yanlord' s free float = 28.91% or 577M shares. At current price of $1.20, they are valued at $692M. According to its latest Balance Sheet as at 30 Jun, it has $10,888M of current asset including cash. Spending another $900M (30% premium on top of current price) is a piece of cake for Yanlord. From Jan to Jul 2018, ZSJ himself has bought 33M shares to increase his stake from 68.73% to 70.11% at prices above $1.53/share. Why did he stop now when the price is so much cheaper? Assuming ZSJ launch a privatization offer now at $1.50/share (or 25% premium), it would still be cheaper than all that he has paid for in 2018. If you are already vested in Yanlord, better buy more to average down. Don' t be eaten by the big fishes.

 

Ok this one is NOT a joke.

Beijing MAY REWARD MACAU with more land. Macau compared to HK, Macau people more well behaved means more nice.

So they built 1 Macau University on Zhuhai Land.

They are saying Beijing may allocate some Zhuhai land to Macau to make it a bigger territory. Hence the Macau Zhuhai HK bridge.

If this really true, those near by GongBei will be allocated to Macau, then Yanlord + Ho Bee will strike Jackpot there.

Sinari      ( Date: 29-Oct-2018 10:05) Posted: Agree with huathuat88888 that a privatisation offer is coming soon. Yanlord' s free float = 28.91% or 577M shares. At current price of $1.20, they are valued at $692M. According to its latest Balance Sheet as at 30 Jun, it has $10,888M of current asset including cash. Spending another $900M (30% premium on top of current price) is a piece of cake for Yanlord. From Jan to Jul 2018, ZSJ himself has bought 33M shares to increase his stake from 68.73% to 70.11% at prices above $1.53/share. Why did he stop now when the price is so much cheaper? Assuming ZSJ launch a privatization offer now at $1.50/share (or 25% premium), it would still be cheaper than all that he has paid for in 2018. If you are already vested in Yanlord, better buy more to average down. Don' t be eaten by the big fishes. huathuat88888      ( Date: 24-Oct-2018 15:10) Posted: Founder ZSJ bought think more than 20 mil shares range 1.58 ~ 1.83. Now at 1.23 no buy sudden stop ? Only reason i can think of : Wheelock Part 2

 

Yanlord is a privatisation candidate.

 

RMB also down a lot vs S DOL.

 

Selling like hot cake, are you sure?

China' s 100,000 Developers Are Bracing for a Giant Shakeout 
https://www.bloomberg.com/news/articles/2018-10-31/china-s-100-000-developers-are-bracing-for-a-giant-shakeout

 

 

Yanlord launch in some cities are sold out within 2 days.

The migration of "affluent 3rd 4th cities buyers " to 1st 2nd tier cities play a big part.

For example, Yanlard launch 1800 units. There are 10 000 buyers gettng queue number for drawing lots.

Means even have money doesnt mean you are guaranteed a purchase.

Some of these land parcels are bought at cheap lows.

Margins are very good.

Sinari      ( Date: 29-Oct-2018 10:05) Posted: Agree with huathuat88888 that a privatisation offer is coming soon. Yanlord' s free float = 28.91% or 577M shares. At current price of $1.20, they are valued at $692M. According to its latest Balance Sheet as at 30 Jun, it has $10,888M of current asset including cash. Spending another $900M (30% premium on top of current price) is a piece of cake for Yanlord. From Jan to Jul 2018, ZSJ himself has bought 33M shares to increase his stake from 68.73% to 70.11% at prices above $1.53/share. Why did he stop now when the price is so much cheaper? Assuming ZSJ launch a privatization offer now at $1.50/share (or 25% premium), it would still be cheaper than all that he has paid for in 2018. If you are already vested in Yanlord, better buy more to average down. Don' t be eaten by the big fishes. huathuat88888      ( Date: 24-Oct-2018 15:10) Posted: Founder ZSJ bought think more than 20 mil shares range 1.58 ~ 1.83. Now at 1.23 no buy sudden stop ? Only reason i can think of : Wheelock Part 2