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YZJFH - potentially rewarding Post Reply Rate topic
pursuer76 Veteran	25-Nov-2022 08:43        pursuer76 About Contact  Quote this Post!
x 0   x 0  Alert Admin	It' s nice that forumers are sharing good information so investors can make an informed decision. Probably, can garner more support to push it up to it' s fair value. I assume most investors are impatient due to the fact it plunges from almost 60 cents to the lowest level at 31 cents since the spin off. I' m pretty confident it will rise eventually with Ren' s capabilities. He ain' t dumb to invest so much in YZJFH and see it fall too.
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volvo125 Master	24-Nov-2022 18:31        volvo125 About Contact  Quote this Post!
x 2   x 0  Alert Admin	Eh ... not really blind faith, more like in good faith based on YFH rock solid net cash balance sheet. Based on its previous years almost pure DI portfolio, churning out a 8~9% NPAT margin from its steady ~12% pa gross interest income yoy is almost a guarrantee. Just that now the issue of future income visibility sets in during this transformation phase because YFH wants to upscale its porfolio to include higher margin wealth and fund managment products while toning down the lower margin but bomb proved DI. YFH has strong competency and successful track record in DI but the coy is certainly new to the fund and weath management businesses. Time will tell if the former GEM team could successfully re-deploy the recycled DI funds progressively into the much higher margin fund and wealth managment products. Also, how RenYL could capitalise on his UHNW network with the QDLP in his Jianyin base in the affluent Jiangsu Province to seek out more family offices will have a significant valuation implication on YFH going forward. ss2017.      ( Date: 24-Nov-2022 14:34) Posted: People who own this YZJFH share is purely based on blind faith with a high stake gambling on YZJFH Mgt credibility. Many things are in the dark now.. Hold if you believe the Mgt. Or quit the counter if you don't trust them,so simple. There is no point talk down this counter hoping to buy low because once 34.5 is supported recently , the price trend is gradually moving up. Good luck to those long holders. Traders don't waste time and energy on this counter. HVRRVH      ( Date: 24-Nov-2022 14:11) Posted: Nothing new here. Managment carrying out strategies as per planned. Still, many investors or rather traders, seems losing patience but realy, there is nothing to see till at least 1 and half / 3 years later. What we do know in the interim is that there will be at least 40% eps payout as dividend. So investors who believe in the company get dividends while watiing. Traders should identify better company to trade.
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ss2017. Supreme	24-Nov-2022 16:31        ss2017. About Contact  Quote this Post!
x 1   x 1  Alert Admin	Why people need to join us for positive thinking. Reasons here: Beside trust the Mgt with " calculated faith". The most important criteria is this company does not have debts. Further more no cash flow problems, instead it has a plenty of capital reserve. Stay positive always.
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YibaoI Senior	24-Nov-2022 16:15        YibaoI About Contact  Quote this Post!
x 0   x 0  Alert Admin	agreed. i understand many is feeling frustrated as we put a lot of faith and homework and it did not come to be.  end of the day yzjfh need patience and holding power.  really more for long term investor who did the homework and is willing to go for long term. looking forward to it going up soon gradually. but dyodd   HVRRVH      ( Date: 24-Nov-2022 14:38) Posted: I think we have to give credit to investors who really did their homework, so I wouldn' t say ' blind' faith when come to them. I know who among the forumers are more credible ones with their postings. But a lot just wanted a quick punt and their ' frustration' is so intense that you can even feel it just by reading their posts because they wanted the price to hit 70 cents like yesterday.   ss2017.      ( Date: 24-Nov-2022 14:34) Posted: People who own this YZJFH share is purely based on blind faith with a high stake gambling on YZJFH Mgt credibility. Many things are in the dark now.. Hold if you believe the Mgt. Or quit the counter if you don't trust them,so simple. There is no point talk down this counter hoping to buy low because once 34.5 is supported recently , the price trend is gradually moving up. Good luck to those long holders. Traders don't waste time and energy on this counter
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ss2017. Supreme	24-Nov-2022 15:02        ss2017. About Contact  Quote this Post!
x 0   x 1  Alert Admin	The whale back bones are long, you count then you know, so don't expect it stops at 35.5, may be longer... 112233      ( Date: 24-Nov-2022 14:46) Posted: see a whale coming. don' t know will it gobble up 0.355 🤫
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112233 Master	24-Nov-2022 14:46        112233 About Contact  Quote this Post!
x 0   x 0  Alert Admin	see a whale coming. don' t know will it gobble up 0.355 🤫
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HVRRVH Elite	24-Nov-2022 14:38        HVRRVH About Contact  Quote this Post!
x 1   x 0  Alert Admin	I think we have to give credit to investors who really did their homework, so I wouldn' t say ' blind' faith when come to them. I know who among the forumers are more credible ones with their postings. But a lot just wanted a quick punt and their ' frustration' is so intense that you can even feel it just by reading their posts because they wanted the price to hit 70 cents like yesterday.   ss2017.      ( Date: 24-Nov-2022 14:34) Posted: People who own this YZJFH share is purely based on blind faith with a high stake gambling on YZJFH Mgt credibility. Many things are in the dark now.. Hold if you believe the Mgt. Or quit the counter if you don't trust them,so simple. There is no point talk down this counter hoping to buy low because once 34.5 is supported recently , the price trend is gradually moving up. Good luck to those long holders. Traders don't waste time and energy on this counter. HVRRVH      ( Date: 24-Nov-2022 14:11) Posted: Nothing new here. Managment carrying out strategies as per planned. Still, many investors or rather traders, seems losing patience but realy, there is nothing to see till at least 1 and half / 3 years later. What we do know in the interim is that there will be at least 40% eps payout as dividend. So investors who believe in the company get dividends while watiing. Traders should identify better company to trade.
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ss2017. Supreme	24-Nov-2022 14:34        ss2017. About Contact  Quote this Post!
x 2   x 2  Alert Admin	People who own this YZJFH share is purely based on blind faith with a high stake gambling on YZJFH Mgt credibility. Many things are in the dark now.. Hold if you believe the Mgt. Or quit the counter if you don't trust them,so simple. There is no point talk down this counter hoping to buy low because once 34.5 is supported recently , the price trend is gradually moving up. Good luck to those long holders. Traders don't waste time and energy on this counter. HVRRVH      ( Date: 24-Nov-2022 14:11) Posted: Nothing new here. Managment carrying out strategies as per planned. Still, many investors or rather traders, seems losing patience but realy, there is nothing to see till at least 1 and half / 3 years later. What we do know in the interim is that there will be at least 40% eps payout as dividend. So investors who believe in the company get dividends while watiing. Traders should identify better company to trade.
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ruanlai Elite	24-Nov-2022 14:21        ruanlai About Contact  Quote this Post! Style: Fundamental   Mood:
x 0   x 0  Alert Admin	FM are getting ready to push up this gem before Ren and T showhand. Stay tune to watch one mouth up 8m at 35.5cents......historical view..... DYODD
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HVRRVH Elite	24-Nov-2022 14:11        HVRRVH About Contact  Quote this Post!
x 0   x 0  Alert Admin	Nothing new here. Managment carrying out strategies as per planned. Still, many investors or rather traders, seems losing patience but realy, there is nothing to see till at least 1 and half / 3 years later. What we do know in the interim is that there will be at least 40% eps payout as dividend. So investors who believe in the company get dividends while watiing. Traders should identify better company to trade.
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soeteono Senior	24-Nov-2022 07:58        soeteono About Contact  Quote this Post!
x 0   x 0  Alert Admin	He is not buying any , how to increase his stake ? sgng123      ( Date: 24-Nov-2022 02:02) Posted: Getting exciting as old ren gearing up to increase his stake in YZJFH together with remaining 100+ mil share buyback program. Sharebuyback had been stalled since start of nov in anticipation of big news in Dec which would affect stock price. Old Ren getting pissed off by short selling on his darling company YZJFH, maybe this time he going big time and increase his stake significantly. It getting ridiculous by days as cash company stock price get smash to 30% of it cash value. 90% of DI matured by 1h 2023,0that is abt 2.2b cash coming in, add in existing cash 1.25b. almost 3.5b cash hoping to be redeployed with interest rate going skyhigh, yzj can get higher rate from it DI. Partnership with temasek in PE fund focusing in sg and Vietnam, think GIC might hop in later. Lots and lot of cash incoming but stock price not reflecting..... Enjoy the show but stay off drama.
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sgng123 Supreme	24-Nov-2022 02:02        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Getting exciting as old ren gearing up to increase his stake in YZJFH together with remaining 100+ mil share buyback program. Sharebuyback had been stalled since start of nov in anticipation of big news in Dec which would affect stock price. Old Ren getting pissed off by short selling on his darling company YZJFH, maybe this time he going big time and increase his stake significantly. It getting ridiculous by days as cash company stock price get smash to 30% of it cash value. 90% of DI matured by 1h 2023,0that is abt 2.2b cash coming in, add in existing cash 1.25b. almost 3.5b cash hoping to be redeployed with interest rate going skyhigh, yzj can get higher rate from it DI. Partnership with temasek in PE fund focusing in sg and Vietnam, think GIC might hop in later. Lots and lot of cash incoming but stock price not reflecting..... Enjoy the show but stay off drama.
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Amateurinvestor Veteran	15-Nov-2022 22:47        Amateurinvestor About Contact  Quote this Post!
x 0   x 0  Alert Admin	No one will know for sure tch77_pt75      ( Date: 15-Nov-2022 22:37) Posted: What happened thereafter? Maybe history repeats? Amateurinvestor      ( Date: 15-Nov-2022 07:12) Posted: If can up for 3rd straight day again then can see some light, am still quiet confident that there will be a very violent rebound closely to the date where they announce the dividends.
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tch77_pt75 Veteran	15-Nov-2022 22:37        tch77_pt75 About Contact  Quote this Post!
x 0   x 0  Alert Admin	What happened thereafter? Maybe history repeats? Amateurinvestor      ( Date: 15-Nov-2022 07:12) Posted: If can up for 3rd straight day again then can see some light, am still quiet confident that there will be a very violent rebound closely to the date where they announce the dividends.
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unclebond Master	15-Nov-2022 20:06        unclebond About Contact  Quote this Post!
x 0   x 0  Alert Admin	Thanks.
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volvo125 Master	15-Nov-2022 19:30        volvo125 About Contact  Quote this Post!
x 1   x 0  Alert Admin	I shall attempt to answer your question based on my understanding from the information derived from the Introductory document issued in Apr, the 1H22 result and the fact sheet issued in Aug. I will assume the " loans" that you are referring to in your statement " YZJFH loans and ..... " are DI (debt investments) and not the negligible S/T or L/T loans in the balance sheet.  > 90% of the DI would matured within 1 year as at 31 Dec 2021, and this DI valued at ~$3.514b as at 31 Dec 2021 also represented ~70% of what DI used to be managed at in FY2020 and before. YZJ was already taking steps then in FY2021 to systematically reduce DI to ~70%. The targets for DI by end FY2022 (end of this year) are to be reduced further to 50%, and by end FY2023 (end of next year) to 30%, of YFH ongoing total porfolio value. Note, the targets are now pegged against the YOY porfolio values, not the earlier FY2020 reference value. Note, also, that this systematic reduction process will involve redeemptions of matured DI that will release out the funds and then the additions of new DI with the partial use of these released funds, to ultimately meet the 50% and 30% targets in FY2022 and FY2023 respectively. This is a dynamic and ever ongoing redeemptions-additions-redeemptions-additions business process to ultimately control DI at 30% of YFH total portfolio going forward, not a one off full redeemption by end FY2022 and then end of story. DI stood at $2.538b (~57%) as at 1H22 and will likely end the year at the 50% target of ~$2.22b by end FY22. ~$480m or 11% of YFH total portfolio was already in SG as at 1H22, mainly denominated in USD in the form of cash or cash equivalent or already in funds. A further 11% or ~$480m has been targeted for deployment in SG by end FY22, to make YFH offshore investment to 22% by end FY22. This segment of offshore fund will then gradually be increased from 22% to 50% of YFH total porfolio from FY23 onwards, indicatively on a ~3year time span. This offshore fund could be invested in SG, Regionally and Globally. Ultimately, 50% of YFH total porfolio will be invested in PRC for the " forseeable" long term in which DI will account for 30% and Others (Pte and Public Equities, PRC funds ...) will acoount for 20%. Will RenYL moves > 50% of YFH funds to offshore years later ? Time will tell. I vaguely remember Liu Hua during the L& T event mentioned that YFH typically maintains ~20% of its total porforlio in some form of cash and cash equivalent and yield enhancement products (~28.8% as reflected in 1H22 report). Not sure how this ~20% is going to be maintained between the PRC and the Offshore funds going forward  ...  Not sure what you meant by your question on " their cash is fully intact ? " .... why would you doubt YFH is ' not' intact or not real ?   unclebond      ( Date: 15-Nov-2022 08:17) Posted: Good morning to all. Please correct me if I' m wrong. YZJFH' s loans and funds will matured or fully redeemed by end of 2022 ($$3 Billion) in China and S1 Billion already in Singapore. Then they will redeploy most of the fund in Singapore and the rest of the world within a 3 years framework. Correct? That is to say, their CASH fund is fully intact. True?
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unclebond Master	15-Nov-2022 08:17        unclebond About Contact  Quote this Post!
x 0   x 1  Alert Admin	Good morning to all. Please correct me if I' m wrong. YZJFH' s loans and funds will matured or fully redeemed by end of 2022 ($$3 Billion) in China and S1 Billion already in Singapore. Then they will redeploy most of the fund in Singapore and the rest of the world within a 3 years framework. Correct? That is to say, their CASH fund is fully intact. True?
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Amateurinvestor Veteran	15-Nov-2022 07:55        Amateurinvestor About Contact  Quote this Post!
x 0   x 0  Alert Admin	If really 20% go up, the shorts will be pissing in their pants Amateurinvestor      ( Date: 15-Nov-2022 07:24) Posted: Closely = closer (typo) Amateurinvestor      ( Date: 15-Nov-2022 07:12) Posted: If can up for 3rd straight day again then can see some light, am still quiet confident that there will be a very violent rebound closely to the date where they announce the dividends.
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vicloo Supreme	15-Nov-2022 07:27        vicloo About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yes, impress us with a 20% jump 🚀 🚀 🚀 🚀 Amateurinvestor      ( Date: 15-Nov-2022 07:12) Posted: If can up for 3rd straight day again then can see some light, am still quiet confident that there will be a very violent rebound closely to the date where they announce the dividends.
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Amateurinvestor Veteran	15-Nov-2022 07:24        Amateurinvestor About Contact  Quote this Post!
x 0   x 0  Alert Admin	Closely = closer (typo) Amateurinvestor      ( Date: 15-Nov-2022 07:12) Posted: If can up for 3rd straight day again then can see some light, am still quiet confident that there will be a very violent rebound closely to the date where they announce the dividends.
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