Yau Lee Holdings (0406)

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#21
hit intraday high of 1.32.

looks like market start to take notice of this laggard who is a potential beneficiary of ramp up of public housing in HK & SG.
To be simple is the best thing in the world; to be modest is the next best thing. I am not sure about being quiet.- G.K. Chesterton

Do not condemn the judgment of another because it differs from your own. You may both be wrong.- Dandemis

The trouble with the world is that the stupid are cocksure and the intelligent are full of doubt.- Bertrand Russell
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#22
Shareprice up 30% from 3 months ago. Your chosen one has been a surprise performer . Well done for finding a winner.
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#23
(08-10-2012, 11:07 PM)soros Wrote: Shareprice up 30% from 3 months ago. Your chosen one has been a surprise performer . Well done for finding a winner.

it was by chance that i happened to come across YL. Its subsidiary is the main contractor for my apartment. upon further research, YL like SGX-listed aspial, invested heavily in acquiring sites 3 yrs ago.

Guess YL will be harvesting the fruits of its land investment for the next few yrs....
To be simple is the best thing in the world; to be modest is the next best thing. I am not sure about being quiet.- G.K. Chesterton

Do not condemn the judgment of another because it differs from your own. You may both be wrong.- Dandemis

The trouble with the world is that the stupid are cocksure and the intelligent are full of doubt.- Bertrand Russell
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#24
(23-07-2012, 02:34 PM)port Wrote:
(14-02-2012, 07:53 PM)port Wrote: my estimate that holiday inn express SOHO to open in june 2012 full yr revenue is between 41-62m hkd. net profit margin: 50%

estimate average daily room rate:635 hkd
no of rooms: 274
assume 100% occupancy: 63.5m annual revenue
50% occupancy: 32m revenue

looks like i hv underestimated daily room rate & overestimated NPM
http://www.hiexpress.com/hotels/us/en/ho...0087072409

holiday inn express by causeway bay
- 6 floors of commercial units
-269 rooms
- revenue from nov 05-mar06, 30m. operating profit, 5.9m. OPM: 19%
-revenue from mar06-mar07, 84m. operating profit, 43m. OPM: 51%

trend of Group OPM
FY2012....0.5%
FY2011.....1.6%
FY2010.....1.9%
To be simple is the best thing in the world; to be modest is the next best thing. I am not sure about being quiet.- G.K. Chesterton

Do not condemn the judgment of another because it differs from your own. You may both be wrong.- Dandemis

The trouble with the world is that the stupid are cocksure and the intelligent are full of doubt.- Bertrand Russell
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#25
http://www.hkgbc.org.hk/eng/members/YauL...upload.pdf
To be simple is the best thing in the world; to be modest is the next best thing. I am not sure about being quiet.- G.K. Chesterton

Do not condemn the judgment of another because it differs from your own. You may both be wrong.- Dandemis

The trouble with the world is that the stupid are cocksure and the intelligent are full of doubt.- Bertrand Russell
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#26
若然想搵再冷門,可以望隻有利(00406),呢隻股本身做建築業務,十一年前買入銅鑼灣一地盤,金融海嘯前成功出售獲利逾10億元,令人刮目相看。緊政府加快興建公營房屋,建築業務唔使愁。但呢隻股寶藏,係當年運用出售發展物業套現所得,買觀塘、上環同土瓜灣項目,其中上環酒店項目預計年底前開業、觀塘工廈項目受惠政府發展東九龍商業區,而土瓜灣工廈將發展成商住項目,預計一四年年底竣工,相信現時齋計地皮都經已升值逾倍,未來兩年公司資產價值將逐步釋放,現價市帳率只得0.4倍,自問有實力又有耐性,呢滄海遺珠唔好走寶!
To be simple is the best thing in the world; to be modest is the next best thing. I am not sure about being quiet.- G.K. Chesterton

Do not condemn the judgment of another because it differs from your own. You may both be wrong.- Dandemis

The trouble with the world is that the stupid are cocksure and the intelligent are full of doubt.- Bertrand Russell
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#27
The board of directors (the “Board”) of the Company is pleased to inform that the contract for the construction
of a project known as Studio City at Cotai, Macau (the “Project”), a cinematically-themed integrated
entertainment, retail and gaming resort for Studio City Developments Limited, a 60% owned indirect subsidiary
of Melco Crown Entertainment Limited (SEHK: 6883) (Nasdaq: MPEL), a developer and owner of casino
gaming and entertainment resort facilities focused on the Macau market, has been awarded to the PY Construction
(Macau) Limited and Yau Lee Construction (Macau) Company Limited as joint venture.

The contract sum for the Project is approximately HK$10 billion. The completion date is expected to be in the
middle of 2015.
To be simple is the best thing in the world; to be modest is the next best thing. I am not sure about being quiet.- G.K. Chesterton

Do not condemn the judgment of another because it differs from your own. You may both be wrong.- Dandemis

The trouble with the world is that the stupid are cocksure and the intelligent are full of doubt.- Bertrand Russell
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#28
a surprise 1ct interim dividend to be paid next jan.
To be simple is the best thing in the world; to be modest is the next best thing. I am not sure about being quiet.- G.K. Chesterton

Do not condemn the judgment of another because it differs from your own. You may both be wrong.- Dandemis

The trouble with the world is that the stupid are cocksure and the intelligent are full of doubt.- Bertrand Russell
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#29
Hi port, i was taking a look at the AR 2012, under page 81, it shows an addition of investment properties 202m, have you checked out what they bought? i wasnt able to find any info on it, thanks in advance
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#30
(26-12-2012, 12:31 PM)safetyfirst Wrote: Hi port, i was taking a look at the AR 2012, under page 81, it shows an addition of investment properties 202m, have you checked out what they bought? i wasnt able to find any info on it, thanks in advance

Hi SF,

sorry i have no clue on that part.

on my recent trip to hk, i noticed that their holiday inn hotel is near to many shops selling dried seafood such as abalone, scallop etc

there was a recent documentary on this green hotel. it may have an effect on today's share px which hit a high of 1.52
To be simple is the best thing in the world; to be modest is the next best thing. I am not sure about being quiet.- G.K. Chesterton

Do not condemn the judgment of another because it differs from your own. You may both be wrong.- Dandemis

The trouble with the world is that the stupid are cocksure and the intelligent are full of doubt.- Bertrand Russell
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