ShareJunction - Member Posts

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last week did 96 then dropped back to 92.5, 93.
Today again did 96 & dropped back.
Will it test 96 again later?

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Hitting SGD 1 by next week bfr SG60 / Half Year Result Release should be on track.

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With Maybank recent pick on YFH as one of the 18 potential beneficiaries of $5 bil EQDP

https://sg.finance.yahoo.com/news/maybank-names-18-potential-beneficiaries-201204335.html

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Think so. Think can hit SGD 1.0 by end of this week.

volvo125 ( Date: 22-Jul-2025 15:15) Posted:

Probably by end of this week ... it's just 5~6ct away, and even at $1.0, it's still just 85% nav. Coy with listing or spin off narrative in play : Lum chang holding now 0.94x nav (was 0.74x nav in late May) Boustead now 1.41x nav (was 0.89x nav in late May) LHN now 1.39x nav (was 0.66x nav in early Apr) YFH today is still at 0.80x nav.

HVRRVH ( Date: 22-Jul-2025 11:15) Posted:

Moving slightly faster than I expected but it could also be it is really very near to the results release/business update now. Should have no problem withstand the test of new support $0.91 to $0.935 if comes to that. Technical aside, the fundamentals of YZJF is also very strong with spin off and apparently fast growth of maritime businesses. NAV is $1.167. DI may be also turning a corner with China focusing on stimulating the domestic economic especially consumption. Consumption mean buyings, a lof of buyings so hopefully the China property sector can finally see the light at the end of the tunnel. How long more before the market/BBs try $1

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Getting closer to finalise the spin off : $1.00 on the way ?

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Probably by end of this week ... it's just 5~6ct away, and even at $1.0, it's still just 85% nav. Coy with listing or spin off narrative in play : Lum chang holding now 0.94x nav (was 0.74x nav in late May) Boustead now 1.41x nav (was 0.89x nav in late May) LHN now 1.39x nav (was 0.66x nav in early Apr) YFH today is still at 0.80x nav.

HVRRVH ( Date: 22-Jul-2025 11:15) Posted:

Moving slightly faster than I expected but it could also be it is really very near to the results release/business update now. Should have no problem withstand the test of new support $0.91 to $0.935 if comes to that. Technical aside, the fundamentals of YZJF is also very strong with spin off and apparently fast growth of maritime businesses. NAV is $1.167. DI may be also turning a corner with China focusing on stimulating the domestic economic especially consumption. Consumption mean buyings, a lof of buyings so hopefully the China property sector can finally see the light at the end of the tunnel. How long more before the market/BBs try $1?

HVRRVH ( Date: 15-Jul-2025 10:00) Posted:

Good projection of timeline. YZJF will become 2 seperate entities after the spin off if it materalised. With current NAV of $1.167, if the 2 entities post spin off does trade above the combined NAV, then the spin off can be said to be successful [if the distribution is 1-1]. Right now, YZJF is facing price resistance at $0.895 and it is likely to overcome this before the release of 1H25 results but it wouldn' t go up too far from here as the market wants to wait and see more detailed information from 1H25 results. Current price is at holding position, it can go up or down depending on 1H25 results and guidance and visibility on profit growth. Hopefully it can trade at a premium to the NAV post 1H25 results if everything go according to old Ren' s plan.

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Moving slightly faster than I expected but it could also be it is really very near to the results release/business update now. Should have no problem withstand the test of new support $0.91 to $0.935 if comes to that. Technical aside, the fundamentals of YZJF is also very strong with spin off and apparently fast growth of maritime businesses. NAV is $1.167. DI may be also turning a corner with China focusing on stimulating the domestic economic especially consumption. Consumption mean buyings, a lof of buyings so hopefully the China property sector can finally see the light at the end of the tunnel. How long more before the market/BBs try $1?

HVRRVH ( Date: 15-Jul-2025 10:00) Posted:

Good projection of timeline. YZJF will become 2 seperate entities after the spin off if it materalised. With current NAV of $1.167, if the 2 entities post spin off does trade above the combined NAV, then the spin off can be said to be successful [if the distribution is 1-1]. Right now, YZJF is facing price resistance at $0.895 and it is likely to overcome this before the release of 1H25 results but it wouldn' t go up too far from here as the market wants to wait and see more detailed information from 1H25 results. Current price is at holding position, it can go up or down depending on 1H25 results and guidance and visibility on profit growth. Hopefully it can trade at a premium to the NAV post 1H25 results if everything go according to old Ren' s plan.

volvo125 ( Date: 14-Jul-2025 01:24) Posted:

YSB/YFH 2022 spin off timeline (Reference)
29 Nov 2021 - (A) 1st announcement on proposed spin off
24 Jan 2022 - (B) SGX approval of submission (1 month 3 weeks from A)
27 Feb 2022 - (C) FY21 result release (~1 month from B)
09 Mar 2022 - (D) Circular release (~2 weeks from C)
24 Mar 2022 - (E) ETL (eligible to list) obtained (~2 weeks from D)
24 Apr 2022 - (F) List (1 month from E)
Total time taken from 29 Nov 2021 to 24 Apr 2022 &ndash 4 months 3 weeks

YFH/YMD 2025 spin off probable timeline (Taking YSB/YFH 2022 as reference)
27 Apr 2025 - (A) 1st announcement on proposed spin-off - Done
02 Jul 2025 - (B) SGX approval of submission (~2 months 1 week from A) - Done
? Aug 2025 - (C) FY21 result release (? month from B)
? Aug/Sep 2025 - (D) Circular release (? weeks from C)
? Sep/Oct 2025 - (E) ETL (eligible to list) obtained (~? weeks from D)
? Oct/Nov 2025 - (F) List (1 month from E)
I think the YFH/YMD spin off will complete within a 6~7month timeline by Oct~Nov, baring any unforeseen Black Swarn market shock in the months ahead.

(B) was decisively executed on 2 Jul, after the close of 1H25 on 30 Jun, likely implies that 1H25 result is Good or at least Not Bad to support the ongoing spin off initiative mood. This is my speculation, and I could be wrong, but I think it is a reasonable assumption because a sub-par 1H25 will negatively impact on the spin off valuation appraisal and will almost certain to derail a supposedly intended positive spin off outcome for both the new listed entities.

(C) should follow shortly after 1H25 release, with the Circular detailing the new capital structures and revenues/earnings projections for both the Legacy and new spin off coy. I have given some thoughts on the probable capital structures of YFH and YMD but I have little clue on how to appraise YMD on its earning trajectory. I will pen my thoughts on these later if I find time to organize my analysis.

Meanwhile, Sit tight with a solid seat belt and expect all the fear mongering and brutal rinising.

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I think the upcoming news should be very interesting and positive.
Am waiting patiently.

Eyk3000 ( Date: 21-Jul-2025 14:25) Posted:

Only 4 more weeks left. Waiting patiently for the results and any exciting announcements. Cheers~!

wehuattogether88 ( Date: 21-Jul-2025 13:37) Posted:

I waiting patiently for the super good new

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Upcoming events on Yangzijiang Financial Holding Ltd.

2025-08-07	Q2 2025 Earnings Release (Projected)
2026-03-02	Q4 2025 Earnings Release (Projected)
2026-08-06	Q2 2026 Earnings Release (Projected)
2027-03-01	Q4 2026 Earnings Release (Projected)

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Only 4 more weeks left. Waiting patiently for the results and any exciting announcements. Cheers~!

wehuattogether88 ( Date: 21-Jul-2025 13:37) Posted:

I waiting patiently for the super good news

s100125 ( Date: 21-Jul-2025 12:11) Posted:

Holding on strongly above 0.9.
For those already in, just hold tightly as likely more good news and actions coming next month.

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I waiting patiently for the super good news

s100125 ( Date: 21-Jul-2025 12:11) Posted:

Holding on strongly above 0.9.
For those already in, just hold tightly as likely more good news and actions coming next month.

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Holding on strongly above 0.9.
For those already in, just hold tightly as likely more good news and actions coming next month.

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Can sell half at SGD 1 and keep the remaining for splitting or retirement.

spore1 ( Date: 20-Jul-2025 20:08) Posted:

Is never wrong to lock in pro! Push up too high!

PiRPiR ( Date: 20-Jul-2025 19:36) Posted:

NAV $1.1682

At Friday close of $0.905 is PB 0.77

@$1 PB is 0.8

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Is never wrong to lock in pro! Push up too high!

PiRPiR ( Date: 20-Jul-2025 19:36) Posted:

NAV $1.1682

At Friday close of $0.905 is PB 0.77

@$1 PB is 0.85

hokpin ( Date: 20-Jul-2025 15:36) Posted:

SGD 1 is not a dream!

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NAV $1.1682

At Friday close of $0.905 is PB 0.77

@$1 PB is 0.85

hokpin ( Date: 20-Jul-2025 15:36) Posted:

SGD 1 is not a dream!

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SGD 1 is not a dream!

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Today highest price was 92.5c. ATH.
Although, only closed at 91c, still a breakthrough.
Let' s see from now till release of 1st half results, how much more can it go?

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More price action to see, approaching Aug.

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Good projection of timeline. YZJF will become 2 seperate entities after the spin off if it materalised. With current NAV of $1.167, if the 2 entities post spin off does trade above the combined NAV, then the spin off can be said to be successful [if the distribution is 1-1]. Right now, YZJF is facing price resistance at $0.895 and it is likely to overcome this before the release of 1H25 results but it wouldn' t go up too far from here as the market wants to wait and see more detailed information from 1H25 results. Current price is at holding position, it can go up or down depending on 1H25 results and guidance and visibility on profit growth. Hopefully it can trade at a premium to the NAV post 1H25 results if everything go according to old Ren' s plan.

volvo125 ( Date: 14-Jul-2025 01:24) Posted:

YSB/YFH 2022 spin off timeline (Reference)
29 Nov 2021 - (A) 1st announcement on proposed spin off
24 Jan 2022 - (B) SGX approval of submission (1 month 3 weeks from A)
27 Feb 2022 - (C) FY21 result release (~1 month from B)
09 Mar 2022 - (D) Circular release (~2 weeks from C)
24 Mar 2022 - (E) ETL (eligible to list) obtained (~2 weeks from D)
24 Apr 2022 - (F) List (1 month from E)
Total time taken from 29 Nov 2021 to 24 Apr 2022 &ndash 4 months 3 weeks

YFH/YMD 2025 spin off probable timeline (Taking YSB/YFH 2022 as reference)
27 Apr 2025 - (A) 1st announcement on proposed spin-off - Done
02 Jul 2025 - (B) SGX approval of submission (~2 months 1 week from A) - Done
? Aug 2025 - (C) FY21 result release (? month from B)
? Aug/Sep 2025 - (D) Circular release (? weeks from C)
? Sep/Oct 2025 - (E) ETL (eligible to list) obtained (~? weeks from D)
? Oct/Nov 2025 - (F) List (1 month from E)
I think the YFH/YMD spin off will complete within a 6~7month timeline by Oct~Nov, baring any unforeseen Black Swarn market shock in the months ahead.

(B) was decisively executed on 2 Jul, after the close of 1H25 on 30 Jun, likely implies that 1H25 result is Good or at least Not Bad to support the ongoing spin off initiative mood. This is my speculation, and I could be wrong, but I think it is a reasonable assumption because a sub-par 1H25 will negatively impact on the spin off valuation appraisal and will almost certain to derail a supposedly intended positive spin off outcome for both the new listed entities.

(C) should follow shortly after 1H25 release, with the Circular detailing the new capital structures and revenues/earnings projections for both the Legacy and new spin off coy. I have given some thoughts on the probable capital structures of YFH and YMD but I have little clue on how to appraise YMD on its earning trajectory. I will pen my thoughts on these later if I find time to organize my analysis.

Meanwhile, Sit tight with a solid seat belt and expect all the fear mongering and brutal rinising.

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Just need it to form solid support line and creep up slowly. I don' t need it to be flash in the pan type of spike.

Holding for LT for its divvy and potential. Holding since its spin off days!