扬子江只是在1月16日公布发一个权证，为啥价钱掉这么多

狮城理财

Seaspan announced on its website that it has signed contracts for the construction of four 10,000 TEU class newbuilding containerships at Yangzijiang Shipbuilding (YZJ).

The vessels are scheduled for delivery in 2014 and will be constructed using Seaspan's fuel efficient SAVER design.

Concurrently with executing the newbuilding contracts, Seaspan also signed long term, fixed-rate time charters for these vessels with Mitsui O.S.K. Lines, Ltd.

The prices for the newbuilds are not disclosed, but recall that YZJ had earlier signed a US$0.7b contract with Seaspan in Jun 2011 to build seven 10,000TEU containerships with options for 18 additional ones. Based on this, each unit is valued at US$100m, but we would confirm with management if there are any changes to pricing. We are estimating gross margins of 8-9% for the vessels.

For the remaining unexercised options, we think that Seaspan is likely to wait till it has found charterers (like Mitsui in the above contract) before committing to more newbuilds.

xkclzf

crystal8135 发表于 24-1-2013 19:54
怎么发现论坛里在谈的几只股我都有啊？

你还有些什么票？

crystal8135

xkclzf 发表于 28-1-2013 10:26
你还有些什么票？

呵呵，没你多。云顶，扬子江，VENTURE，MIDAS==很多都是中期持有的，半年一年以上的。有些套着，有些涨着。所以对你发的贴也很感兴趣。

bluej

11seven 发表于 24-1-2013 18:28
扬子江接到海工项目的订单了，卡塔尔两亿美金的石油钻井平台。Downpayment到了估计又有一波上升趋势了。这 ...

扬子江 和kepcorp，sembmarine 相比，主要是价格成本优势还是说他们是做不同的船？造船业真的开始复苏了吗？

狮城理财

bluej 发表于 28-1-2013 13:33
扬子江 和kepcorp，sembmarine 相比，主要是价格成本优势还是说他们是做不同的船？造船业真的开始复苏了 ...

kep corp 和semb marine 主要做的是海工， 算是石油服务业。
yangzijiang 造的是船，海工业务还不多。  是给航运业服务的。

bluej

狮城理财 发表于 28-1-2013 13:44
kep corp 和semb marine 主要做的是海工， 算是石油服务业。
yangzijiang 造的是船，海工业务还不多。   ...

哦。。。谢谢。怪不得每次oil & gas sector，就开始拿kepcorp和semb marine出来。