【Yongnam Y02 交流专区】荣南控股 YONGNAM HOLDINGS LIMITED

krypton_79

回复 100# 臥龍先生
臥龍先生, 你是否有 好的POINT AND CHART 和别的股票投资工具来分析股票吗？ 可以分享一下。。谢谢。

臥龍先生

回复  臥龍先生
, 你是否有 好的POINT AND CHART 和别的股票投资工具来分析股票吗？ 可以分享一下。。谢谢 ...
krypton_79 发表于 6-4-2010 08:12 PM

您是指技術分析的工具的嗎 ? 我不會技術分析

都是通過公司的業績報告和新聞來決定的我投資的

老卢

可以考虑实用chartnexus,免费的

krypton_79

回复 103# 老卢


   谢谢。

臥龍先生

Singapore, May 14, 2010 – Yongnam Holdings Limited (“Yongnam” or the “Group”), a well-established structural steel contractor and specialist civil engineering solutions provider, has achieved another record quarterly net profit for the three months ended March 31, 2010 (“1QFY2010”). Net profit climbed 35.5% to S$13.8 million from S$10.2 million in the previous corresponding quarter (“1QFY2009”), notwithstanding a 13.1% dip in revenue from S$96.8 million in 1QFY2009 to S$84.2 million in 1QFY2010.

The Group continued to perform well in 1QFY2010, with increased contributions from Specialist Civil Engineering from the Marina Coastal Expressway (“MCE”) and the MRT projects. In Structural Steelworks, ongoing projects like Vista Xchange at One-North, Crystal Pavilion at the Marina Bay Sands™ Integrated Resort and Garden By the Bay continued to contribute to the quarterly numbers.

However, group revenue decreased to S$84.2 million in 1QFY2010, 13.1% lower than the S$96.8 million achieved in 1QFY2009, which included contributions from the New Delhi Airport project and the Dubai Metro project. The former had been completed in June 2009 and the latter was substantially completed by the third quarter of FY2009.

Consequently, revenue from Structural Steelworks decreased by 33.5% from S$78.8 million in 1QFY2009 to S$52.4 million in 1QFY2010. However, strong contributions from the MCE project boosted Specialist Civil Engineering revenue by 76.0% from S$18 million in 1QFY2009 to S$31.8 million in 1QFY2010.

The substantial increase in revenue from Specialist Civil Engineering led to a more balanced revenue mix. This, together with improved margins from Structural Steelworks, contributed to a 13.4% increase in gross profit, which climbed from S$21.6 million in 1QFY2009 to S$24.5 million in the current quarter, notwithstanding the lower revenue.

风起云涌

目前个人觉得现在这个0.230的价位是囤积的理想价位--进可攻-退可守【2-3-5法则】

	[size=+3][size=+1]S$0.230	+0.005  +2.22%	买入： 0.230
	交易量： 3,032,000	卖出： 0.235
	27-05-10 17:05:03	CPF

开市：	0.225	总股数：	1,231.956m	本益比：	7.1
最高：	0.230	市值：	S$283.350m	盈利 :	S$0.033
最低：	0.225	周最高：	0.325	股息：	S$0.005
最新闭市：	0.225	52周最低：	0.210	获益率：	2.2
股价账面值比：	1.40	平均交易量：	8,454,660	净资产：	S$0.164

风起云涌

日期	开市	最高	最底	闭市	成交量
	10.05.10	0.240	0.255	0.240	0.255	7,398
	11.05.10	0.255	0.260	0.250	0.250	6,223
	12.05.10	0.250	0.250	0.250	0.250	914
	13.05.10	0.250	0.255	0.250	0.255	2,799
	14.05.10	0.255	0.255	0.245	0.250	3,193
	17.05.10	0.250	0.250	0.240	0.250	3,722
	18.05.10	0.250	0.255	0.245	0.250	3,276
	19.05.10	0.250	0.250	0.240	0.240	6,478
	20.05.10	0.245	0.245	0.235	0.235	3,235
	21.05.10	0.235	0.235	0.225	0.235	7,045
	24.05.10	0.235	0.240	0.230	0.235	5,446
	25.05.10	0.230	0.230	0.220	0.220	6,679
	26.05.10	0.225	0.230	0.225	0.225	3,892
	27.05.10	0.225	0.230	0.225	0.230	3,032

pawleck

我想买两只建筑股: Yongnam and Chip Eng Seng. 不知到那只比较好?

臥龍先生

YONGNAM CLINCHES SIXTH CONTRACT WORTH S$35.9 MILLION FOR THE

MARINA COASTAL EXPRESSWAY

- Total contract value for all six contracts is S$363 million

Singapore, June 16, 2010 – Yongnam Holdings Limited (“Yongnam” or the “Group”), a well-established structural steel contractor and specialist civil engineering solutions provider, is pleased to announce that the Group has been awarded its sixth contract valued at S$35.9 million (the “Contract”) for the Marina Coastal Expressway (“MCE”). With this contract win, the Group has secured contracts worth a total of S$363 million for the MCE.

Mr Seow Soon Yong, Chief Executive Officer of Yongnam, said: “We are very happy to have secured our sixth MCE contract. Our continued involvement in this strategic transport link is a solid endorsement of our ability to deliver quality engineering solutions for our clients. By working on Singapore’s major infrastructural projects such as the MCE, Yongnam continues to strengthen its brand name and build up its track record.”

The dual five-lane, 5km long MCE will be a key element of the strategic island-wide road network to support the long-term growth of Singapore. The underground east west transport link runs between the Kallang-Paya Lebar Expressway (KPE), the East Coast Parkway (ECP) and the Ayer Rajah Expressway (AYE), with direct connections to the Marina South and Straits View areas. With several upcoming

developments such as the Marina Barrage, the Marina Bay Sands Integrated Resort, the Sail @ Marina Bay and the Marina Bay Financial Centre in the vicinity, the MCE will cater to the projected increase in traffic volume generated by the high-density developments in the Marina Bay area and serves as an essential transport link from Marina Bay to the rest of the island.

The MCE will run through segments of reclaimed land as well as feature a 420m section that runs below the Marina Bay seabed. This poses many complex technical and engineering challenges, compounded by the difficult soil conditions in the area. Excavation works could run as deep as 60 metres in certain sections and cover the entire width of the expressway. At its deepest point, the MCE will be about 20 metres below mean sea level.

Yongnam will support the main contractor, Ssangyong Engineering and Construction Co. Ltd in the supply, fabrication, assembly, maintenance and subsequent removal of all steel walers and struts.

The Contract is expected to complete in May 2012. It is expected to have a favourable impact on the Group’s financial performance for the year ended December 31, 2010.

venus_netstorey

07年10月在0.39的时候进场。。。

现在，唯有一个等字。。。

大家有什么好意见？

michelle_sim

啊你是在07年的时候买0.39？
现在一直在0.2多呢还是要等很长的时间吧。。。

michelle_sim

啊你是在07年的时候买0.39？
现在一直在0.2多呢还是要等很长的时间吧。。。

guangguang

Yongnam Holdings Ltd  
Result note - Expanded margin boosts profit - by Kenneth Ng CFA  CIMB
(YNH SP / YNAM.SI, OUTPERFORM - Maintained, S$0.23 - Tgt. S$0.39, Construction and Materials)  
   
Above, maintain Outperform. 2Q10 net profit of S$13.3m (+26.3% yoy) came in above consensus and our estimates on the back of higher-than-expected EBITDA margin. 1H10 net profit of S$27.1m represents 54% of our FY10 forecast. Revenue was marginally lower yoy due to lesser structural steelwork projects in 2Q10, but the expansion of EBITDA margin was sufficient to lift net profit by 26% from a year ago. In view of the positive showing, we have raised our FY10-12 net profit estimates by 6-7%. Our target price however dips from S$0.46 (based on 10x CY11 P/E, pegged to mid-cycle multiples) to S$0.39, now based on 8x CY11 P/E, as we peg a 20% discount to its mid cycle multiple of 10x to better align valuations with its peers. We see near term stock catalysts from project wins, particularly for specialist civil engineering (SCE) projects like the Downtown MRT Line.  

Sector comparisons
Target Core 3-yr EPS P/BV ROE Div
Bloomberg Price price Mkt cap P/E (x) CAGR (x) (%) yield (%)
ticker Recom. (Local) (Local) (US$ m) CY2010 CY2011 (%) CY2010 CY2010 CY2010
Yongnam YNH SP O 0.24 0.39 214 5.4 4.9 15.9 1.2 25.7 2.3
Tat Hong TAT SP O 0.92 1.21 335 9.9 7.6 24.5 0.9 9.6 3.5
Tiong Woon TWC SP U 0.42 0.37 115 13.5 8.1 (22.1) 0.8 10.0 1.4
Simple average 9.6 6.9 6.0 1.0 15.1 2.4

臥龍先生

07年10月在0.39的时候进场。。。

现在，唯有一个等字。。。

大家有什么好意见？
venus_netstorey 发表于 8-8-2010 12:47 AM

您對這間公司有信心嗎 ? 如果有, 我的建議是, 持續買入.   Average down the price.

臥龍先生

YONGNAM SECURES CONTRACT WORTH S$25.0 MILLION FOR THE MRT
DOWNTOWN LINE 2

Singapore, August 31, 2010 – Yongnam Holdings Limited (“Yongnam” or the “Group”), a well established structural steel contractor and specialist civil engineering solutions provider, is pleased to announce that the Group has been awarded its first contract for the MRT Downtown Line 2 (“DTL 2”) valued at S$25.0 million (the “Contract”). The Contract is part of the C918 contract package, one of several packages for the DTL 2.

Mr Seow Soon Yong, Chief Executive Officer of Yongnam said: “We are delighted to have secured this contract, the Group’s first for the DTL 2 project. The MRT is one of Singapore’s major infrastructural projects and Yongnam continues to strengthen its brand name and track record. The Group will build on the experience from its previous MRT projects including the recent Circle Line projects.”

jm85

等利好的消息很久了，终于有些起色了

shiwu

动了
有好消息吗？

slimerlth

冲吧，希望他能拿到跟多的projects，上面的前辈在"07年10月在0.39的时候进场。。。"好恐怖哦。 这只股那么烂吗？

michelle_sim

这只股的动静很慢。。

臥龍先生

冲吧，希望他能拿到跟多的projects，上面的前辈在"07年10月在0.39的时候进场。。。"好恐怖哦。 这只股那么烂 ...
slimerlth 发表于 16-9-2010 11:00 AM

我是在它 0.50 的時候進場也.. 哈哈~~~ yongnam 的股價曾經跌到只剩下 0.05 哦..

不過經過這几年不斷的買進, 巳經把平均價拉得很靠近現在的價錢了.