Category Archives: Yangzijiang

Yangzijiang

A former student messaged me on the eve of our National Day that Yangzijiang (YZJ) share price had dropped 20%. For the past 2 weeks or so, I have been very busy and have no time to look at how … Continue reading

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Companies that are not worth investing

In the last post, I had promised to make a post on how to look for negative companies, that is, companies that are not worth to invest in. Generally, it takes some time to know the management and learn their management … Continue reading

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Cosco Corp – piles of debts, negative CF & decreasing profit

    Cosco presented yet another set of uninspiring financial results two weeks ago. Fundamentally, it seemed to have worsen. For the past 5 years, it has been suffering negative operational cash-flow. In fact, it appeared to have increased significantly particularly this financial … Continue reading

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Yangzijiang is now much bigger than Cosco

Once again, Yanzijiang (YZJ) gave its shareholders a piece of good news that it had won 13 orders of worth $3.88m in Q4 2014. In total, YZJ had won 41 contracts of total worth $1.8b (US$1.42b) for 2014. Cosco Corp (Cosco), on the other … Continue reading

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