| Latest Forum Topics / YZJ Fin Hldg Last:0.225 -- |
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YZJFH - potentially rewarding
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MrBear12
Supreme |
21-Jan-2025 19:17
Yells: "Cast all our anxieties on Jesus for He cares for us" |
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A 2.5 cent a share dividend is expected. | ||||
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ss2017.
Supreme |
21-Jan-2025 18:56
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Today short sellers barely made money, peanut money , 281 lots short at average 41.85c, closing 41.5c, they made $843, sooner or later, short sellers will get heartburn. | ||||
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ss2017.
Supreme |
17-Jan-2025 18:30
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The latest updates: First time seeing MAS reported outstanding short sell volume goes below 10m.shares. 9.125 m shares as at Jan 10 2025 | ||||
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sgng123
Supreme |
16-Jan-2025 13:34
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Retail nimble at 0.42 while bb all out. | ||||
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Nippon72
Veteran |
14-Jan-2025 20:41
Yells: "Dude, is ALWAYS Time in the market than Timing the market! " |
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Just need it to creep up a few cts per month steadily with divvy growth. I can brew it for next 12 yrs to sync with my CPFLife payout. Vested. |
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sgng123
Supreme |
14-Jan-2025 19:02
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Think he post on wrong forum, he refering to yzj shipping not yzjfh lol.
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pkli899
Supreme |
14-Jan-2025 17:59
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Sorry, don' t get you, Mrbear12. $5? Now is less than 50c......$5 is very far ahead. 
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sgng123
Supreme |
14-Jan-2025 17:01
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Shanghai up 80 abt 2.5% but to see bull rally it had to go up min 5%. The most important thing is there need to be progress in yzjfh |
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MrBear12
Supreme |
14-Jan-2025 15:45
Yells: "Cast all our anxieties on Jesus for He cares for us" |
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No 5 dollar target, no buy!
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pkli899
Supreme |
14-Jan-2025 14:08
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LOL.....10c dividend is a lot. Price will be above 1.00 if really so much.
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sgng123
Supreme |
14-Jan-2025 11:46
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Need more update on yzjfh new business to further return stock price to fair value. Guess had to wait till full year result in end feb or earky march. US completed it investigation on unfair practice on china marine sector, might be a turning point for yzjfh if trump ban US financial sector from servicing china shipping debt. |
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tch77_pt75
Veteran |
14-Jan-2025 10:44
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If YJZSB can declare $0.10 dividend per share is already good enough!
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vicloo
Supreme |
13-Jan-2025 09:58
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Just merge back into YJZSB, it is 3+ now.
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ss2017.
Supreme |
13-Jan-2025 09:28
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Holding cash waiting for good opportunities is not a bad Idea just like WB. I heard WB already ventured into China A. YZJFH re-focused maritime business is a good move, starting from small eventually it becomes a cash cow. | ||||
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vicloo
Supreme |
13-Jan-2025 06:22
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Because we are still 30% lower than ipo price.
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eddyeddy
Master |
12-Jan-2025 21:53
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In that reported news , FH had sold the first 2 vessels already and these 4 vessels will also be sold in due course. | ||||
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pasttime
Supreme |
12-Jan-2025 21:37
Yells: "gold silver are real money. not others iou." |
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if boss can show that they can grow the maritime business by being asset light. then the share will sure have a vary furious rerating upwards. as growth will not be limited to a percentage of asset invested but by how fast long term charter contract can be acquired. then get other people capital to provide the ship to do the contract. just make the management fee. ie consolidate capital direct to shipping business. make maybe 1% can already.
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HVRRVH
Elite |
11-Jan-2025 10:22
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QUESTION 4: A shareholder sought clarification regarding the rationale behind re-entering the Maritime Business despite being spun off from YSL to operate as a fund management entity. Given the Group' s expertise in the maritime sector, the shareholder enquired about the potential yield return in the next 3 years and the reason that the Group did not re-enter the maritime business earlier. Mr Ren responded that following the spin-off from YSL, the Group initially focused on its investment and fund management business. The Group quickly realised that it lacked the same level of deep expertise and experience as compared with other established and leading global financial services firms like JPMorgan, Goldman Sachs Group, and Temasek. Notwithstanding the foregoing, the Group leveraged the Management' s extensive experience in the maritime industry to take advantage opportunities in the maritime business for shipbuilding, which resulted in the decision to establish the Maritime fund. Mr Ren expressed confidence in the Maritime fund' s ability to generate profits for Shareholders and contribute towards the Group' s share price over the next three years. Mr Ren further emphasised the importance of share buybacks as a means of enhancing Shareholders&rsquo returns. The Group will continue to repurchase its own shares at the opportune moments, after taking into account the prevailing market conditions and other relevant factors. Mr Ren further responded that the Group is striving to achieve strong performance, aiming for sustainable long-term returns with the current objective of distributing at least 40% of annual profits as dividends to Shareholders. Excerpt above from the minutes of EGM meeting. We can derive the following: 1) It explained why the share price was shot down from 1st day of spin off till low of 28.5 cents, chiefly due to the fact that institutional investors simply don' t give it a chance to become a Temasek, a Goldman Sachs, or a JPMorgan. 2) Owing to 1) the group decided to refocus and have identified Maritime businesses as its strength, thus the venturing into the Maritime businesses - this explained why the share price somehow stabilised and in fact, shot up in late Sep 24 after the EGM and mandated. 3) Reiteration of time is needed for new businesses to growth, timeline given as 3 years and also reiterate on 40% dividend payout policy. Long holders just be patience. |
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tonytony
Veteran |
11-Jan-2025 09:28
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Share price so resilient despite very weak market sentiment. | ||||
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pasttime
Supreme |
11-Jan-2025 08:49
Yells: "gold silver are real money. not others iou." |
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ordering new dwt 50k ships is a good move. with increased war risk, ships are taking longer journey to avoid being hit by missiles. results more ship to cater to the longer time needed due to longer juorney. war resuls in transporting russia gas via pipe to europe cut. europe has to get their energy from other sources. usa, middle east, will need more gas product ships to carry the gas to europe. trump coming to power may lead to more transport of grains to china. international requirements for more green ships. ships average age going higher. all these lead to boom in new ships. maritime business budget usd900m need not stop at that level. with leverage it can go to more then usd 1b. also maritime business does not meant has to hold ships for rental or operating income. if new ships has good premium at any time later, can always sell to get immediate profit and order new again. like the property developer. some buy land build sell, some keep for recurring income. maritime business is a business. best to go asset light and get good income. important is acquring long term shipping income contract with good margin dyodd. |
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