tag:blogger.com,1999:blog-7944902213075756335.post1468306261566629799..comments2024-03-28T10:39:01.047+08:00Comments on A Singaporean Stocks Investor (ASSI): Yongnam: A chance to accumulate cheaper.AK71http://www.blogger.com/profile/16832145412062954289noreply@blogger.comBlogger16125tag:blogger.com,1999:blog-7944902213075756335.post-16790720668880819912013-10-31T10:56:07.081+08:002013-10-31T10:56:07.081+08:00Hi teny,
I am not really concerned and, in fact, ...Hi teny,<br /><br />I am not really concerned and, in fact, used this chance to add to my long position. I hope to have some time to blog about this later today.AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-11911146779651921502013-10-31T09:17:18.084+08:002013-10-31T09:17:18.084+08:00hi ak,
any view for its latest PROFIT GUIDANCE ? hi ak,<br />any view for its latest PROFIT GUIDANCE ? teny123https://www.blogger.com/profile/04409096819249643756noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-40196874251097410712013-08-25T01:27:37.714+08:002013-08-25T01:27:37.714+08:00Hi Ah John,
Actually, no. I think my plate is qui...Hi Ah John,<br /><br />Actually, no. I think my plate is quite full now. So, I am not really thinking of looking at other stocks. :)AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-58958127801066016022013-08-24T23:22:17.668+08:002013-08-24T23:22:17.668+08:00Thanks AK. Do you have some companies in mind as l...Thanks AK. Do you have some companies in mind as listen to national rally? AhJohnhttps://www.blogger.com/profile/07927395374670213105noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-63764288438687918532013-08-24T23:06:01.954+08:002013-08-24T23:06:01.954+08:00Hi Ah John,
Yongnam is going to be a natural bene...Hi Ah John,<br /><br />Yongnam is going to be a natural beneficiary and it is now trading at below its NAV of 26c per share.<br /><br />Imagine having part ownership of the kind of assets Yongnam has at a discount! I think it is a good deal, don't you?<br /><br />However, technically, Yongnam's share price could drift lower and as I already have a significant long position, I am in no AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-2927519158653145132013-08-24T22:53:05.731+08:002013-08-24T22:53:05.731+08:00Hi AK, any view about construction companies? As t...Hi AK, any view about construction companies? As this time national rally, many mega projects were announced. AhJohnhttps://www.blogger.com/profile/07927395374670213105noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-41108704243490226572013-08-15T08:08:17.307+08:002013-08-15T08:08:17.307+08:00Hi Gary,
Thanks for sharing the link. :)Hi Gary,<br /><br />Thanks for sharing the link. :)AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-14268699511730488792013-08-15T04:09:21.738+08:002013-08-15T04:09:21.738+08:00Hi AK71,
Something to share on Yongnam. Source i...Hi AK71,<br /><br />Something to share on Yongnam. Source is taken from Biz Daily. http://bizdaily.com.sg/newsite/interview-with-mr-seow-soon-yong-chief-executive-officer-yongnam-holdings-limited/?utm_source=Biz+Daily+Newsletter&utm_campaign=720edacda0-12_Aug_13_Aug_20118_14_2011&utm_medium=email&utm_term=0_d74e2fb12f-720edacda0-300177673Garyhttps://www.blogger.com/profile/16720789927377358171noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-65988618687375499432013-08-11T14:25:24.147+08:002013-08-11T14:25:24.147+08:00Hi Tan,
Actually, that might be a good thing. A B...Hi Tan,<br /><br />Actually, that might be a good thing. A BOT project as huge as that would be a big CAPEX item with benefits only to be seen many years later.<br /><br />Of course, we will have to wait and see how Mr. Market reacts on tomorrow.<br /><br />If the stock should fall significantly in price, I know what I would do. :)AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-55283538938156005692013-08-11T14:05:32.871+08:002013-08-11T14:05:32.871+08:00Hi AK,
Yongnam might suffer another setback on mo...Hi AK,<br /><br />Yongnam might suffer another setback on monday. They are not awarded Mynmar Airport contract 钢铁侠https://www.blogger.com/profile/18317532856762536197noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-38246034909204693372013-08-07T11:30:39.315+08:002013-08-07T11:30:39.315+08:00Hi seefei,
Then, we must hope that Mr. Market doe...Hi seefei,<br /><br />Then, we must hope that Mr. Market does not recover too quickly from his depression as well. ;pAK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-69172424829455158872013-08-07T10:41:40.001+08:002013-08-07T10:41:40.001+08:00I like one-off bad news and negative market reacti...I like one-off bad news and negative market reaction. Always present a good buying opportunity. seefeihttps://www.blogger.com/profile/13678700448170267302noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-29737538656276903462013-08-06T21:08:10.677+08:002013-08-06T21:08:10.677+08:00Hi SG Young Investment,
I have already put in my ...Hi SG Young Investment,<br /><br />I have already put in my buy orders. LOL. Crossing fingers.<br /><br />Actually, since I already have a long position in the stock, it really doesn't matter which way it moves. :)AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-82710091274244706892013-08-06T20:56:32.573+08:002013-08-06T20:56:32.573+08:00Hi AK,
You're right! The stock is holding at ...Hi AK,<br /><br />You're right! The stock is holding at its 200D MA currently which is at 0.28. That's why got people queue at 0.28. I do hope it goes lower. :p<br /><br />If the market is good tomorrow, we should see it moving up and holding at its immediate support. SGYIhttps://www.blogger.com/profile/09445517891969740960noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-25491362870375285002013-08-06T20:50:45.493+08:002013-08-06T20:50:45.493+08:00Hi SG Young Investment,
Well, you know what they ...Hi SG Young Investment,<br /><br />Well, you know what they say about taking care of the downside and the upside should take care of itself. :)<br /><br />In Yongnam's case, at current share price, it isn't expensive. I like to think that it is closer to fair value.<br /><br />Like I shared in an earlier blog post on Yongnam, paying a small premium above NAV to own the stock is reasonableAK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-74368011102976088132013-08-06T20:33:24.540+08:002013-08-06T20:33:24.540+08:00Hi AK,
Thanks for the analysis :)
Have been look...Hi AK,<br /><br />Thanks for the analysis :)<br /><br />Have been looking at construction companies and this is one which stands out. It is when the market is irrational that rational investors can buy at a good value.SGYIhttps://www.blogger.com/profile/09445517891969740960noreply@blogger.com