Yanlord Land    Last:0.645    -0.03

Yanlord just delivered a Spectacular Results

THE BBS very cunning. The do a "shaking" to shake a lot of retailers out. They want the nice 6.8 cts DIVIDENDS / share .

huathuat88888      ( Date: 15-May-2018 09:30) Posted: ZSJ bought a lot from open market 1.58 to 1.78

 

ZSJ bought a lot from open market 1.58 to 1.78

 

If Yanlord still cannot get max value from SGX, i anticipate they have another option : Delist from SGX and move to HK or China Sanya they have a nice plot of land. This is a good advantage. Once China Govt approved 2 to 3 IR licenses in Sanya, will be very big booster. Yanlord cash & equivalents : RMB 16 BIL (abt SGD 3 BIL ) diversified into Singapore markets is a good move Still CD ? 6.8 CTS per Share. Yanlord may list on 2 exchanges : 1. SGX 2. CHINA OR HK

 

i have been tracking. so far quarter after quarter, debt never improved. hope they do something about it.

Observers      ( Date: 02-Mar-2018 20:55) Posted: If my understanding of the business is correct, next quarter' s debt should come down considerably. Then again, I' m not a professional, dyodd. lifeisgood      ( Date: 02-Mar-2018 12:05) Posted: But outstanding debt still very very high, like $7.5 billion dollars? Better watch out for a spike in interest rates instead.

 

If my understanding of the business is correct, next quarter' s debt should come down considerably. Then again, I' m not a professional, dyodd.

lifeisgood      ( Date: 02-Mar-2018 12:05) Posted: But outstanding debt still very very high, like $7.5 billion dollars? Better watch out for a spike in interest rates instead.  huathuat88888      ( Date: 02-Mar-2018 11:44) Posted: FY17 vs FY16 Gross Profit Margin Up +15.8 % Net Profit RMB 3.216 Billion + 19.2% Earnings Per Share : RMB 1.66 +19.9% In SGD Earnings Per Share : SGD 0.3456 This translates to PE Ratio of 4.8 Proposed Final Dividend : SGD 6.8 cts per Share +56.3% Spectacular and fantastic Results

 

Wow ...6.8 cents is a lot. $68 dividend for 1 lot.

lifeisgood      ( Date: 02-Mar-2018 12:05) Posted: But outstanding debt still very very high, like $7.5 billion dollars? Better watch out for a spike in interest rates instead.  huathuat88888      ( Date: 02-Mar-2018 11:44) Posted: FY17 vs FY16 Gross Profit Margin Up +15.8 % Net Profit RMB 3.216 Billion + 19.2% Earnings Per Share : RMB 1.66 +19.9% In SGD Earnings Per Share : SGD 0.3456 This translates to PE Ratio of 4.8 Proposed Final Dividend : SGD 6.8 cts per Share +56.3% Spectacular and fantastic Results

 

I have always liked Yanlord. Respect the boss a lot. Just hope that it reduces its debt a bit more. The debt looks scary, but as long as China govt dont suddenly clamp down on properties, I guess should be alright. 

 

Sometimes I just dont understand investors buying and selling habits.

This morning 1.66 to 1.69 ample time and volume to buy. But all see see look look. Now 1.75 1.76 all rushing to buy.

I really dont understand .

 

There are pros and cons.

Yes. Interest rates will affect Yanlord.

And if China introduces property cooling measures , profit margin will decline.

Pros. Good results.

 

But outstanding debt still very very high, like $7.5 billion dollars? Better watch out for a spike in interest rates instead. 

huathuat88888      ( Date: 02-Mar-2018 11:44) Posted: FY17 vs FY16 Gross Profit Margin Up +15.8 % Net Profit RMB 3.216 Billion + 19.2% Earnings Per Share : RMB 1.66 +19.9% In SGD Earnings Per Share : SGD 0.3456 This translates to PE Ratio of 4.8 Proposed Final Dividend : SGD 6.8 cts per Share +56.3% Spectacular and fantastic Results

 

FY17 vs FY16
Gross Profit Margin Up +15.8 %
Net Profit RMB 3.216 Billion + 19.2%
Earnings Per Share : RMB 1.66 +19.9%
In SGD Earnings Per Share : SGD 0.3456

This translates to PE Ratio of 4.8

Proposed Final Dividend : SGD 6.8 cts per Share +56.3%

Spectacular and fantastic Results