JINHUI - Chancen auf den Weltmeeren - 500 Beiträge pro Seite

[Makalu8000]

Der Chart von JINHUI sieht gar nicht so schlecht aus. Hat jemand näheres zu diesem Wert?
Grundsätzlich nimmt der Güterverkehr mehr und mehr zu. Also warum sollte da JINHUI nicht auch weiterhin profitieren?!
Umsätze in Deutschland jedoch relativ schwach.....
Bin auf eine interessante Diskussion gespannt

[bragg [KommA]]

Antwort auf Beitrag Nr.: 32.241.313 von Makalu8000 am 01.11.07 20:35:11

als alter golden-ocean- und frontline-aktionär habe ich mir auch ein paar zugelegt. das geschäft ist dasselbe, kgv 7, chart grün, langfristiges wachstum 34 % im jahr... ich habe ein gutes gefühl bei dem ding

[Makalu8000]

Danke für Deine schnelle Antwort.
Golden ocean ist sehr gut gelaufen. Bin auch seit ein paar Wochen dabei. Find ich sehr gut, auch wenn es in den letzten Tagen 15 % runter ging. Aber nach dem run kann das nur gesund sein. Den Wert gebe ich auch sicherlichin den nächsten Monaten, vielleicht Jahren nicht her.
Wenn Jinhiu auch so aufgestellt ist, wäre das eine echte Entscheidung dafür.
Hast Du ein paar Daten/ Quellen zu Jinhiu? Habe nur unzureichende Informationen gfunden. Woher kommt das KGV?
Wäre schön, wenn Du mir helfen könntest.
Grüße, Makalu

[bragg [KommA]]

noch was: die fahren im moment mit 17 schiffen und haben 23 neue geordert. die frachtraten haben sich nahezu verdoppelt, gerade dort, wo junhui fährt, ist die nachfrage riesig. hätten die sich nicht mit einer yen-absicherung verspekuliert, hätten sie schon im ersten halbjahr 20 mio verdient

[Makalu8000]

lezte Mitteilung der homepage: www.jinhuiship.com

- 1 -
JINHUI SHIPPING AND TRANSPORTATION LIMITED
JIN - AGREEMENT SIGNED
ACQUISITION OF A VESSEL
The board of directors (the “Board”) of Jinhui Shipping and Transportation Limited (the “Company”)
announces that Jinrui Marine Inc. (“Jinrui”), a wholly-owned subsidiary of the Company, entered
into a memorandum of agreement on 29 October 2007 to acquire a Panamax newbuilding at a
purchase price of US$67,250,000 (the “Acquisition”).
THE AGREEMENT
The Acquisition
Pursuant to a memorandum of agreement (the “Agreement”) entered into between Jinrui and Xing
Long Maritime S.A. (the “Vendor”) on 29 October 2007, Jinrui has agreed to acquire from the Vendor
a deadweight 76,500 metric tons type bulk carrier (the “Vessel”), which is currently under
construction in Japan, at a purchase price of US$67,250,000. The Vessel is proposed to be used for
chartering out to gain operating income by Jinrui after delivery.
To the best of the Board’s knowledge, information and belief having made all reasonable enquiry, the
Vendor is an independent third party not connected with the directors, chief executive or substantial
shareholders of the Company or its subsidiaries or any of their respective associates.
Consideration
The purchase price for the Vessel is US$67,250,000 and is payable by Jinrui in the following manner:
(1) the first installment in the sum of US$6,725,000 will be payable to the Vendor's designated
bank account within three banking days upon signing of the Agreement;
(2) the second installment in the sum of US$6,725,000 will be payable on 24 April 2008;
(3) the third installment in the sum of US$6,725,000 will be payable on 29 August 2008; and
(4) the last installment in the sum of US$47,075,000 will be payable upon delivery of the Vessel.
The purchase price for the Vessel will be payable by cash in United States Dollars. It is currently
expected that the purchase price will be funded by bank financing and internal resources of the
Company and its subsidiaries (the “Group”). The purchase price was determined with reference to
current market values of similar type of vessels based on information from our shipbrokers and on the
basis of arm's length negotiations.
- 2 -
Delivery
The Agreement provides that the delivery of the Vessel will take place during the period from 1 April
2009 to 31 May 2009. Pursuant to the terms of the Agreement, if there is any delay in delivery of the
Vessel, Jinrui has the right to rescind the Agreement and the Vendor shall thereupon promptly refund
the full amount of all sums received by the Vendor together with interest accrued thereon to Jinrui.
Guarantees
The Company will guarantee the performance of Jinrui under the Agreement in favour of the Vendor.
ORIX Corporation, the holding company of the Vendor, will also guarantee the performance of the
Vendor under the Agreement in favour of Jinrui.
REASONS FOR THE ACQUISITION
The Group’s principal activities include international ship chartering and ship owning. The
Acquisition will enable the Group to further complement our owned young and modern fleet of
vessels to serve the growing needs of our customers. The Group currently owns fifteen modern grabs
fitted Supramaxes, one modern Panamax and one modern Capesize. In addition to the existing owned
vessels as mentioned above, after the Acquisition and taking into account all existing commitments to
acquire and dispose of other vessels as announced by the Company previously, the Group will have
additional nineteen newly built grabs fitted Supramaxes, one second hand Handymax and one newly
built Panamax for delivery going forward, where one of which will be delivered in 2007, five in
2008, seven in 2009, five in 2010, two in 2011 and one in 2012.
The terms and conditions of the Agreement have been agreed on normal commercial terms following
arm’s length negotiations. The Board considers such terms and conditions are fair and reasonable and
in the best interests of the Company and its shareholders as a whole. The Company believes it is an
opportune moment during recent market situations to further expand its fleet of vessels in order to
increase operating income for the Group.
By Order of the Board
Ng Kam Wah Thomas
Managing Director
29 October 2007

[Makalu8000]

Du hast recht. Ich habe mal was zur Flotte gefunden:
VESSEL INFORMATION

Owned Vessels
Name Type Built Builder Size (dwt)
Jin Xing Supramax 2007 Oshima 55,496
Jin Yi Supramax 2007 Oshima 55,496
Jin Yuan Supramax 2007 Oshima 55,496
Jin He Panamax 2006 Oshima 77,250
Jin Sheng Supramax 2006 IHI 52,050
Jin Hai Supramax 2005 Oshima 55,557
Jin Tai Capesize 2004 Shanghai Waigaoqiao 173,880
Jin Yao Supramax 2004 IHI 52,050
Jin Cheng Supramax 2003 Oshima 52,961
Jin Quan Supramax 2002 Oshima 51,104
Jin Ping Supramax 2002 Oshima 50,777
Jin Fu Supramax 2001 Oshima 50,777
Jin Li Supramax 2001 Oshima 50,777
Jin Zhou Supramax 2001 Mitsui 50,209
Jin An Supramax 2000 Oshima 50,786
Jin Hui Supramax 2000 Oshima 50,777
Jin Rong Supramax 2000 Mitsui 50,236


Ordered Vessels
Name Type Built Builder Size (dwt) Expected delivery
Jin Ying Supramax 2007 Iwagi Zosen 53,470 Nov 2007
Jin Man Supramax 2008 Oshima 55,300 Mar 2008
Jin Pu Supramax 2008 Oshima 55,300 Mar 2008
Arran Trader
(to be named Jin Bi) Handymax 2000 Oshima 48,220 Jul-Oct 2008
Jin Sui Supramax 2008 Shanghai Shipyard 57,000 Oct 2008
Jin Tong Supramax 2008 Shanghai Shipyard 57,000 Dec 2008
Jin Wan Supramax 2009 Shanghai Shipyard 57,000 Mar 2009
Jin Shun Supramax 2009 Oshima 54,200 Mar 2009
Jin Rui Panamax 2009 Imabari 76,500 Apr-May 2009
Jin Gang Supramax 2009 Shanghai Shipyard 57,000 Jun 2009
Jin Ji Supramax 2009 Shanghai Shipyard 57,000 Sep 2009
Jin Mao Supramax 2009 Oshima 54,200 Nov 2009
Jin Jun Supramax 2009 Shanghai Shipyard 57,000 Dec 2009
Jin Ao Supramax 2010 Shanghai Shipyard 57,000 Mar 2010
Jin Yue Supramax 2010 Shanghai Shipyard 57,000 Jun 2010
Jin Heng Supramax 2010 Nantong Kawasaki 55,000 Jun 2010
Jin Yang Supramax 2010 Tsuneishi 58,000 Jul 2010
Jin Xiao* Supramax 2010 Tsuneishi 58,100 Oct 2010
Jin Ming Supramax 2010 Oshima 54,100 Dec 2010
Jin Han Supramax 2011 Oshima 54,100 Mar 2011
Jin Hong Supramax 2011 Oshima 54,100 Sep 2011
Jin Ze Supramax 2012 Tsuneishi 58,100 Mar 2012
Jin Jiang* Supramax 2012 Tsuneishi 58,100 Aug 2012

Was ich interessant an der Flotte finde ist der Punkt, dass hier keine 20 Jahre alten Kutter übers Wasser schippern, sondern das älteste Schiff wohl aus dem Jahr 2000 stammt. Das heißt, es läuft mindestens noch 7 - 8 Jahre ohne große Probleme.
Die Pläne scheinen auch schon recht gut ausgebaut zu sein.
Schiffe geplant bis 2012! Das ist ne ganze Stange!

[bragg [KommA]]

die offenen fragen sind nur: halten die dry bulk raten die rekordstände?das hängt an china. und schaffen es die jinhuis, ihre absicherungsprobleme in den griff zu kriegen

[Makalu8000]

Antwort auf Beitrag Nr.: 32.248.190 von bragg am 02.11.07 08:25:08

heute leichte Abschläge, hat sich aber im Gesammtmarkt ganz gut gehalten. Wir bewegen uns immernoch innerhalb der Bollinger. Die 38-Tage Linie wurde heute nach unten durchkreuzt. Es sollte aber in nächster Zeit eine Erholung geben, wenn nichts dazwischen kommt. News gibt´s keine neuen.

[Makalu8000]

Antwort auf Beitrag Nr.: 32.295.261 von Makalu8000 am 05.11.07 17:39:26

uiuiui, das sieht übel aus! Der langfristige Aufwärtstrend ist wurde nun an der Marke von ca 8,55 Euro nachhaltig nach unten durchschlagen.
Wir sind aus den Bollingern raus!
Aber ein Licht am Ende des Tunnels: der RSI zeigt unter 30 % an! Die Aktie scheint also überverkauft zu sein. Es ist also bei beruhigender MArktlage mit einer Erholug zu rechnen! Morgen sehen wir wieder Kurse über 8 Euro! Da bin ich mir recht sicher!
Andere Meinungen?

[Makalu8000]

Antwort auf Beitrag Nr.: 32.486.721 von Makalu8000 am 19.11.07 21:06:13

Fast freier Fall heute!
Knapp 10 % in den roten!!!!!
Die Abschläge werden Tag für Tag größer!

[Makalu8000]

Antwort auf Beitrag Nr.: 32.486.721 von Makalu8000 am 19.11.07 21:06:13

mantel4209 r Widerstand bei ca 6,75€! Das muss dann aber halten!

[Makalu8000]

Antwort auf Beitrag Nr.: 32.510.153 von Makalu8000 am 21.11.07 14:33:48

sollte heißen: Nächster Widerstand bei ca 6,75€! Das muss dann aber halten!

[Makalu8000]

Antwort auf Beitrag Nr.: 32.510.243 von Makalu8000 am 21.11.07 14:39:14

Aber beruhigend ist ( wenn auch nur bedingt), der ganze Sektor hat heute wiedermal richtig Federn lassen müssen:

Dryships -4,16 %
golden ocean -8,9%
cosko - 6,5%
paragon 2,2%

Habe ca ein Dutzend Shipping-Werte auf der Watchlist, seit Anfang November sind alle durch die BAnk mit roten Vorzeichen.
Zwischen 12 und 35% rot!
Die ganze Branche hat also gerade einen Knacks
Jinhui liegt mit -20% seit 1.11.2007 im guten Mittelfeld in Sachen Abschläge!

Meinungen?

Makalu

[Makalu8000]

Antwort auf Beitrag Nr.: 32.517.627 von Makalu8000 am 21.11.07 21:28:37

Ganz vergessen: http://www.jinhuiship.com/jh/news/jst/eng/jst20071129N9724.p…

Der Quartalsbericht III 07

Keine Dividende, keine superfetten Zahlen...

man siehts am Kurs...

[bragg [KommA]]

haben im ersten quartal 50 us-cent verdient, das macht bis mitte des jahres den gexamtgewinn von 2007. sieht doch gut aus!

[Makalu8000]

Der stark gestiegene Ölpreis sollte so langsam eingepreist sein,
neue schiffe kommen auch:

JIN - AGREEMENT SIGNED
ACQUISITION OF A VESSEL
The board of directors (the "Board") of Jinhui Shipping and Transportation Limited (the "Company")
announces that Jinyu Marine Inc. ("Jinyu"), a wholly-owned subsidiary of the Company, entered into
a construction and sale contract (the "Contract") on 30 June 2008 to acquire a Handysize newbuilding
at a purchase price of JPY4,500,000,000 (the "Acquisition").
THE CONTRACT
The Acquisition
Pursuant to the Contract entered into between Jinyu and Sumitomo Corporation (the "Contractor") on
30 June 2008, the Contractor has agreed to procure a designated shipbuilder, Naikai Zosen
Corporation (the "Builder"), to build, launch, equip and complete the vessel at the Builder's shipyard
in Japan and to sell and deliver a deadweight 38,000 metric tons type bulk carrier (the "Vessel") to
Jinyu, and Jinyu has agreed to purchase and take delivery of the Vessel from the Contractor. The
Vessel is proposed to be used for chartering out to gain operating income by Jinyu after delivery.
To the best of the Board's knowledge, information and belief having made all reasonable enquiry, the
Contractor and the Builder are independent third parties not connected with the directors, chief
executive or substantial shareholders of the Company or its subsidiaries or any of their respective
associates.
Consideration
Subject to certain provisions for adjustment to reduce the purchase price of the Vessel contained in
the Contract relating to, amongst other things, delay in delivery of the Vessel, guaranteed speed
deficiency, guaranteed fuel consumption being exceeded or guaranteed deadweight deficiency, the
purchase price for the Vessel is JPY4,500,000,000 and is payable by Jinyu in the following manner:
(1) the first installment in the sum of JPY450,000,000 will be payable to the Contractor's
designated bank account within nine business days after signing of the Contract;
(2) the second installment in the sum of JPY900,000,000 will be payable on 30 June 2009;
(3) the third installment in the sum of JPY450,000,000 will be payable in September 2011;
(4) the fourth installment in the sum of JPY450,000,000 will be payable in April 2012; and
(5) the last installment in the sum of JPY2,250,000,000 will be payable upon delivery of the
Vessel on or before 30 June 2012.
JINHUI SHIPPING AND TRANSPORTATION LIMITED
- 2 -
The purchase price for the Vessel will be payable by cash in Japanese Yen. It is currently expected
that the purchase price will be funded by bank financing and internal resources of the Company and
its subsidiaries (the "Group"). The purchase price for the Vessel was determined with reference to
current market values of similar type of vessels and on the basis of arm's length negotiations.
Delivery
The Contract provides for the delivery of the Vessel on or before 30 June 2012 to Jinyu in Japan.
Pursuant to the terms of the Contract, if there is any delay in delivery of the Vessel which continues
for a period of 180 days from the thirty-first day after the agreed delivery date, then after such period
has expired, Jinyu may at its option rescind the Contract. The Contractor shall thereupon promptly
refund to Jinyu in Japanese Yen the full amount of all sums received by the Contractor together with
interest accrued thereon at an agreed rate from the date of receipt by the Contractor of such amount to
the date of full payment to Jinyu of such amount.
Undertaking by the Builder
Pursuant to the Contract, the contractor shall cause the Builder to undertake to remedy Jinyu at first
priority and free of charge for any defects in the Vessel which are due to defective material, defective
construction and/or bad workmanship on the part of the Builder and/or its subcontractors within a
period of twelve months after the date of delivery of the Vessel.
GUARANTEE BY THE COMPANY
The Company also executed on 30 June 2008 a guarantee in favour of the Contractor pursuant to
which the Company agrees to guarantee the due and faithful performance and fulfillment by Jinyu in
accordance with the terms of the Contract.
REASONS FOR THE ACQUISITION
The Group's principal activities include international ship chartering and ship owning. The
Acquisition will enable the Group to continuously maintain a young and modern owned fleet of
vessels to serve the growing needs of our customers. The Group currently owns one modern
Capesize, one modern Panamax and eighteen modern grabs fitted Supramaxes including two
Supramaxes which will be disposed by the Group later in 2008 as announced by the Company on 11
April 2008 and 16 April 2008. Taking into account all existing commitments to acquire and dispose
of other vessels as announced by the Company previously, the Group will have additional nineteen
newly built grabs fitted Supramaxes, two newly built Post-Panamaxes, two newly built Panamaxes,
one second hand Handymax and one newly built Handysize for delivery going forward, where three
of which will be delivered in 2008, seven in 2009, seven in 2010, four in 2011, three in 2012 and one
in 2013.
- 3 -
The terms and conditions of the Contract have been agreed on normal commercial terms following
arm's length negotiations. The Board considers such terms and conditions are fair and reasonable and
in the best interests of the Company and its shareholders as a whole. The Company believes it is an
opportune moment during recent market situations to further expand its fleet of vessels in order to
increase operating income for the Group.
By Order of the Board
Ng Kam Wah Thomas
Managing Director
30 June 2008

So langsam sollte man jinhui mal wieder näher ins AUge fassen

[Makalu8000]

steigende Umsätze wären auch mal was tolles!

[Makalu8000]

Der ganze Sektor ist heute grün!
Es könnte sein, dass der Boden nun erreicht ist.
Leider ist der Umsatz noch zu niedrig. Zumindest in Deutschland.
Meines Erachtens ist die Zeit gekommen, erste Positionen aufzubauen, bzw nachzulegen.

Reine Meinungsäußerung, keine Kaufempfehlung!!!!!

[Makalu8000]

Mit 216 Stück am Freitag in Frankfurt den Kurs um knapp 5 % hochgerissen. Yeah!!!!
Da kommt noch einiges in nächster Zeit...

wie immer keine Kaufempfehlung, nur meine Meinung...

[bragg [KommA]]

http://www.jinhuiship.com/jh/news/jst/eng/jst20080826N5730.p…

das sind brillante zahlen, die nur keinen interessieren

[Makalu8000]

Antwort auf Beitrag Nr.: 34.977.505 von bragg am 04.09.08 12:20:28

Hier war ja lange Zeit Ruhe eingekehrt.
Die Lage scheint sich (wenn auch sehr langsam) ein wenig zu entspannen. Schaut man auf den Chart, werden so langsam Hoffnungen wach, dass es hier endlich wieder ein bisschen bergauf gehen sollte.
Es wird sich zeigen....

Ist denn noch jemand hier investiert, oder bin ich hier allein auf weiter Flur?

[bragg [KommA]]

allein, allein