Yanlord Land Group

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Rainbow 
may be? may be not.
cf, you had given a likely option a).

It may also be:
b) A local co, that looks like S-Chip and operate like S-Chip.
or:
c) A local co, that looks like local co and operate like S-Chip.
or even may be:
d) A S-Chip, that looks like local co and operate like S-Chip.
and more permutations.

These are not important.

2 things that I think:
1. There are many type of people/investor (with different experience, investment style, money).
Each will have different understanding of Yanlord.
An expert/guru might think that is a) but does it make Yanlord a)?

2. Even if the expert/guru is right about Yanlord being a), as time goes by, will it change/evolve?

++++++++++++++++++++++++++++++++++++++++++

One thing I like to remind myself - mindfulness.
I wanted to see VB.com as a fun place for our valuebuddies to learn from each other.
---- Being "fundamental" or not.

Do we need to be so "accurate" in our definition?

++++++++++++++++++++++++++++++++++++++++++

I like Yanlord and it was in my watchlist for quite a long time.
I studies Yanlord and I'm quite familiar with its operation and numbers.
I'm also very mindful of d.o.g.'s post in distinguishing S-Chip and non-S-Chip.

At this moment, I'm not comfortable with Yanlord as "I THINK" it is too complicated to .....

There are a few much more simpler stocks which are equally if not more under-value that I can safely put my hard-earn money into it.

I'm looking for a 1 foot hurdle that I can jump across instead of a 2 foot (Yanlord - in this case).

BTW, wish all valuebuddies a peaceful and prosperous CNY 2016.

HUAT ah!!!

Heart Love Compassion
感恩 26 April 2019 Straco AGM ppt  https://valuebuddies.com/thread-2915-pos...#pid152450
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Noted.

Anyway, nothing to be moderated here.

Thank you

Regards
Moderator
“夏则资皮,冬则资纱,旱则资船,水则资车” - 范蠡
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Rainbow 
(17-02-2016, 09:27 PM)CityFarmer Wrote: Noted.

Anyway, nothing to be moderated here.

Thank you

Regards
Moderator

ok lar.
Let me share my view regarding buying/selling of a fund (again, I'm not sure it's fundamental or not. don't quote me.)

People buy shares to make money. (ok, you're right too. people sell shares to make money. you're right but, please don't shoot me. I'm very fragile Smile

Let me repeat. People buy shares to make $$$.
Their purchases (and sometimes selling) sometime does not make sense but you can be sure that if this deal, they did not make them $$$...
aka they may not be making $$$ in this purchase, they could be making it somewhere/sometime else (which is not visible to us/newspaper).
aka they may not be making $$$ in this purchase, but they could intentionally let someone else make the $$$ (their buddies... if you didn't figure out).

Sometime, instead of making plan $$$, it's some benefits that they created when they make a purchase.

Sometime, it could also means moving $$$ from one a/c to another of their a/c.

Sometime, it might be ... ok you got my point? People buy shares because they plan for it to happen and get something out of it.

As for selling, other than the obvious reason, there are many other reason which they might not have a choice.

Two questions for me to ask:
1. Which is a more powerful indicator? A fund buying or a fund selling?
2. Deploying Level 2 thinking, how is the general public see the action by the fund?

Heart Love Compassion
感恩 26 April 2019 Straco AGM ppt  https://valuebuddies.com/thread-2915-pos...#pid152450
Reply
(17-02-2016, 09:15 PM)chialc88 Wrote: may be? may be not.
cf, you had given a likely option a).

It may also be:
b) A local co, that looks like S-Chip and operate like S-Chip.
or:
c) A local co, that looks like local co and operate like S-Chip.
or even may be:
d) A S-Chip, that looks like local co and operate like S-Chip.
and more permutations.

These are not important.

2 things that I think:
1. There are many type of people/investor (with different experience, investment style, money).
Each will have different understanding of Yanlord.
An expert/guru might think that is a) but does it make Yanlord a)?

2. Even if the expert/guru is right about Yanlord being a), as time goes by, will it change/evolve?

++++++++++++++++++++++++++++++++++++++++++

One thing I like to remind myself - mindfulness.
I wanted to see VB.com as a fun place for our valuebuddies to learn from each other.
---- Being "fundamental" or not.

Do we need to be so "accurate" in our definition?

++++++++++++++++++++++++++++++++++++++++++

I like Yanlord and it was in my watchlist for quite a long time.
I studies Yanlord and I'm quite familiar with its operation and numbers.
I'm also very mindful of d.o.g.'s post in distinguishing S-Chip and non-S-Chip.

At this moment, I'm not comfortable with Yanlord as "I THINK" it is too complicated to .....

There are a few much more simpler stocks which are equally if not more under-value that I can safely put my hard-earn money into it.

I'm looking for a 1 foot hurdle that I can jump across instead of a 2 foot (Yanlord - in this case).

BTW, wish all valuebuddies a peaceful and prosperous CNY 2016.

HUAT ah!!!

Heart Love Compassion

Care to elaborate why you are not comfortable with yanlord and too complicate to...... TQ.

(Vested )
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I think it basically comes down to integrity of the class of companies. If you feel 90% of the time their accounts are questionable, incapable or integrity in question, why bother about the whole group of them. There's no value to talk about as they have much higher chance to be manipulated. This helps you to minimize potential loses by eliminating them easily through low hanging fruits methodology, and gain sleep with peace of mind. It doesn't make sense to put your hard earn money to so high risk especially when the odds are against you.

Just my Diary
corylogics.blogspot.com/


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(18-02-2016, 06:42 AM)corydorus Wrote: I think it basically comes down to integrity of the class of companies. If you feel 90% of the time their accounts are questionable, incapable or integrity in question, why bother about the whole group of them. There's no value to talk about as they have much higher chance to be manipulated. This helps you to minimize potential loses by eliminating them easily through low hanging fruits methodology, and gain sleep with peace of mind. It doesn't make sense to put your hard earn money to so high risk especially when the odds are against you.

Some people will even look at the next level down.

Which provinces are the bosses from?

Some people (especially Southern Chinese) dont trust Northern Chinese.

In HK, a lot of scandal-hit companies are from Fujian so Fujian companies are a red flag in HK.

Yanlord boss is from Guangdong so relatively better.

This generalization of S-chips also caused many counters to be grossly devalued and subsequently privatized. Then relisted in HK $$$.
So there is some value in separating the wheat from the weeds.
"... but quitting while you're ahead is not the same as quitting." - Quote from the movie American Gangster
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(18-02-2016, 11:22 AM)opmi Wrote:
(18-02-2016, 06:42 AM)corydorus Wrote: I think it basically comes down to integrity of the class of companies. If you feel 90% of the time their accounts are questionable, incapable or integrity in question, why bother about the whole group of them. There's no value to talk about as they have much higher chance to be manipulated. This helps you to minimize potential loses by eliminating them easily through low hanging fruits methodology, and gain sleep with peace of mind. It doesn't make sense to put your hard earn money to so high risk especially when the odds are against you.

Some people will even look at the next level down.

Which provinces are the bosses from?

Some people (especially Southern Chinese) dont trust Northern Chinese.

In HK, a lot of scandal-hit companies are from Fujian so Fujian companies are a red flag in HK.

Yanlord boss is from Guangdong so relatively better.

This generalization of S-chips also caused many counters to be grossly devalued and subsequently privatized. Then relisted in HK $$$.
So there is some value in separating the wheat from the weeds.

Your opinions backed up with substances are always more convincing , unlike those who keep making hollow statements and unable to substantiate what they said !
“risk comes from not knowing what you’re doing.”
I don’t look to jump over 7-foot bars: I look around for 1-foot bars that I can step over.
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I tend to agree with Opmi view.
Regard to which view you take there are some with a big NoNo whenever they see a counter as S chip,while there are some who went value hunting.
I'm vested in this counter btw and looking at a 10% upside as we spoke.
As I mention I started with my investing journey recently and has been trying to compress as many info as I can to help in my journey.
VB Is a good area where views can be constructive and force you to relook your conviction in any counter you are vested in or thinking of vesting in.
I apologize if my choice of words are constructed to be arguementive.
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Rainbow 
me too.

CFA, I am really sorry that I had caused such a strong reaction from you and I had learn a lesson today.
You are a big man with a big heart.
Your strong knowledge and experiences in equities brings you a lot of readers/followers.
Hope to see more good posts from you.

Hi opmi and cory,
Thanks for helping me out this time.
Next time, I'll give you a treat and we can talk more.

Heart Love Compassion
感恩 26 April 2019 Straco AGM ppt  https://valuebuddies.com/thread-2915-pos...#pid152450
Reply
(18-02-2016, 02:12 PM)Thaddy0103 Wrote: I tend to agree with Opmi view.
Regard to which view you take there are some with a big NoNo whenever they see a counter as S chip,while there are some who went value hunting.
I'm vested in this counter btw and looking at a 10% upside as we spoke.
As I mention I started with my investing journey recently and has been trying to compress as many info as I can to help in my journey.
VB Is a good area where views can be constructive and force you to relook your conviction in any counter you are vested in or thinking of vesting in.
I apologize if my choice of words are constructed to be arguementive.

Exactly !
Clear and unambiguous , no beat about the bush .
“risk comes from not knowing what you’re doing.”
I don’t look to jump over 7-foot bars: I look around for 1-foot bars that I can step over.
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