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YZJFH - potentially rewarding Post Reply Rate topic
eddyeddy Master	24-Feb-2025 11:08        eddyeddy About Contact  Quote this Post!
x 0   x 0  Alert Admin	Is it true that the 40% POR is only for 3 years , as it was promised by Vincent Toe team ? Senior Jen may change it to more or less than 40 % ?
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sgng123 Supreme	24-Feb-2025 11:03        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	The dividend policy is minimum 40% not 40%. YZJFH can pay higher dividend if deem ok. But now stock price push up again to 0.56, look like bb collecting. YZJ shipping tumble 0.20 due to tariff concern.
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HVRRVH Elite	24-Feb-2025 10:38        HVRRVH About Contact  Quote this Post!
x 0   x 0  Alert Admin	My post is just to show the working between EPS, dividend yield and the market expectations. Hence the range of the dividend depending on the 3 factors. YZJF sure can pay more than 2.5 as they can increase payout ratio but I would rather they commit more to SBB and or deploy the money for investment. eddyeddy      ( Date: 24-Feb-2025 10:14) Posted: Dividend more than 2.5 cents is not easy because earning from di has decreased and Maritime biz has yet to pick up strongly . HVRRVH      ( Date: 20-Feb-2025 12:12) Posted: Maiden dividend yield paid in CY2023 is $0.018 = 5% yield based on share price of $0.365 at time of results release.  CY2024 dividend is $0.022 = 6.4% yield based on share price of $0.345 at time of results release.  It is unlikely that the market will settle for anything less than 5% and assuming today' s price stay the same till result release, a 5% dividend yield would translated to a dividend of $0.02825. Based on the payout ratio of minimum 40%, to payout $0.02825, the EPS has to be at least 7.0625 cents. Given that 1H' s EPS is 3.04 cents, YZJF has to hit EPS of at least 4.0225 in 2H24. Is this a tall order? On paper it is acheivable but YZJF has demonstrated erratic 2H earnings for the past 2 years, perhaps it was due to transitional effect and long holders can hope for a more stable 2H performance this year. The current price momentum is very strong and if $0.565 is breached, it is likely to trend higher to at least $0.575. If that is indeed the case, YZHF 2H24' s EPS and the resulting dividend has to be even higher than 4.0225 cents and 2.825 cents respectively because it is unlikely the market is willing to compress the dividend yield to below 5%.
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eddyeddy Master	24-Feb-2025 10:14        eddyeddy About Contact  Quote this Post!
x 0   x 0  Alert Admin	Dividend more than 2.5 cents is not easy because earning from di has decreased and Maritime biz has yet to pick up strongly . HVRRVH      ( Date: 20-Feb-2025 12:12) Posted: Maiden dividend yield paid in CY2023 is $0.018 = 5% yield based on share price of $0.365 at time of results release.  CY2024 dividend is $0.022 = 6.4% yield based on share price of $0.345 at time of results release.  It is unlikely that the market will settle for anything less than 5% and assuming today' s price stay the same till result release, a 5% dividend yield would translated to a dividend of $0.02825. Based on the payout ratio of minimum 40%, to payout $0.02825, the EPS has to be at least 7.0625 cents. Given that 1H' s EPS is 3.04 cents, YZJF has to hit EPS of at least 4.0225 in 2H24. Is this a tall order? On paper it is acheivable but YZJF has demonstrated erratic 2H earnings for the past 2 years, perhaps it was due to transitional effect and long holders can hope for a more stable 2H performance this year. The current price momentum is very strong and if $0.565 is breached, it is likely to trend higher to at least $0.575. If that is indeed the case, YZHF 2H24' s EPS and the resulting dividend has to be even higher than 4.0225 cents and 2.825 cents respectively because it is unlikely the market is willing to compress the dividend yield to below 5%.  HVRRVH      ( Date: 13-Feb-2025 13:10) Posted: No cause for celebration yet but long holders can feel a sense of vindication, just look at the other YZJF threads to see where am I coming from. I am sure many long holders especially those vested since day 1 and accumulated slowly with the prices going down would say to themsleves that luckily they have conviction in their investment thesis and have ignored all the naysayers, whom comments at times bodering on ridiculing long holders. Anyway price just trying to crack 53 cents and now I begin to wonder is the market preparing for yield compression or market sees that YZJF will declare higher profits and hence, higher dividend? It has to be either one and it is more liley a combination of both cos with the persistent high interest rate environment, a risk free US bond can now yield at least 4% easily acorss all duration, from 2 to 10 years. Therefore, a YZJF 5% dividend yield may not be attractive. A 5% is about 2.65 cents based on 53 cens share price. If market deem 5.5% to 6% is the going rate, then the dividend will be at least 3 cents based on 53 cents share price. In any case, just stay tuned to find out soon.
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pkli899 Supreme	24-Feb-2025 09:47        pkli899 About Contact  Quote this Post!
x 0   x 0  Alert Admin	If Lim & Tan webinar with YZJFH go ahead as planned tomorrow,  results should be out tonight or latest tomorrow morning. cWS695485      ( Date: 23-Feb-2025 17:02) Posted: Hi, when is the result announce?
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sgng123 Supreme	24-Feb-2025 09:25        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Look like the uptrend slow down, drop back 0.55 and consolidated there. Now full result out by friday close or next week. Expect similar if not better result, expected dividend 0.02-0.025  but yzjfh got habit to surprise. keep finger crossed.
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sgng123 Supreme	23-Feb-2025 23:37        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	So what is the fair value for yzjfh. Currently closest business trust to compare with is capitalland invest as both had significant explosure to china. Capitalland invest trade at 0.8xNTA but it had a 40% debt Yzjfh trade at 0.5x NTA but zero debt. But capitalland invest got temasek support when yzjfh no support.
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GoldenPig Veteran	23-Feb-2025 19:42        GoldenPig About Contact  Quote this Post!
x 0   x 0  Alert Admin	I think the market sees YZJFH as supported by fundamentals & still undervalued. Otherwise it would not be still running up.  In contrast, the run for Yanlord has fizzled out. That one will resume its run upon the next positive news on Chinese property situation. HVRRVH      ( Date: 23-Feb-2025 17:29) Posted: Yes positive market sentiments can drive price up without regard for any fundamentals. Let' s hope this is the case and in the long run, any price/capital appreciation is also grounded by solid earnings growth, increase dividends etc.  GoldenPig      ( Date: 23-Feb-2025 12:35) Posted: I think YZJF is riding on the wave of positive sentiment over China. Those buying up the stocks are not necessarily looking at dividend yield but further capital gains. Expected revival of Chinese economy is the catalyst to re-rate YZJF higher. While we can expect the usual pullbacks & consolidations, we should see YZJF on an uptrend now that the market has discovered its potential. 😆
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HVRRVH Elite	23-Feb-2025 17:29        HVRRVH About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yes positive market sentiments can drive price up without regard for any fundamentals. Let' s hope this is the case and in the long run, any price/capital appreciation is also grounded by solid earnings growth, increase dividends etc.  GoldenPig      ( Date: 23-Feb-2025 12:35) Posted: I think YZJF is riding on the wave of positive sentiment over China. Those buying up the stocks are not necessarily looking at dividend yield but further capital gains. Expected revival of Chinese economy is the catalyst to re-rate YZJF higher. While we can expect the usual pullbacks & consolidations, we should see YZJF on an uptrend now that the market has discovered its potential. 😆   HVRRVH      ( Date: 20-Feb-2025 12:12) Posted: Maiden dividend yield paid in CY2023 is $0.018 = 5% yield based on share price of $0.365 at time of results release.  CY2024 dividend is $0.022 = 6.4% yield based on share price of $0.345 at time of results release.  It is unlikely that the market will settle for anything less than 5% and assuming today' s price stay the same till result release, a 5% dividend yield would translated to a dividend of $0.02825. Based on the payout ratio of minimum 40%, to payout $0.02825, the EPS has to be at least 7.0625 cents. Given that 1H' s EPS is 3.04 cents, YZJF has to hit EPS of at least 4.0225 in 2H24. Is this a tall order? On paper it is acheivable but YZJF has demonstrated erratic 2H earnings for the past 2 years, perhaps it was due to transitional effect and long holders can hope for a more stable 2H performance this year. The current price momentum is very strong and if $0.565 is breached, it is likely to trend higher to at least $0.575. If that is indeed the case, YZHF 2H24' s EPS and the resulting dividend has to be even higher than 4.0225 cents and 2.825 cents respectively because it is unlikely the market is willing to compress the dividend yield to below 5%.
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cWS695485 Member	23-Feb-2025 17:02        cWS695485 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Hi, when is the result announce?
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vicloo Supreme	23-Feb-2025 16:07        vicloo About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yes, I think BBs are seeing YZJFH to have better revenue. Hope we break 60c soon. It got nothing to do with SG gov... see MM2 asia or Thaibev... examples... local or thai business both sold down crazy, because thier business prospect so so. MrBear12      ( Date: 23-Feb-2025 15:13) Posted: All eyes on results. See first. That will largely determine where the bbs are going to play. sgng123      ( Date: 23-Feb-2025 14:07) Posted: Anyway current trend is hold strong and wait for shorting dam to burst. Sg gov $5b support to invest in local stocks sending signal to hedge/short,  Sg gov not gona tolerate unreasonable sell down. Those coming to sg to set up family office gona force to allocate 25% asset into stocks. be patient and wait for short covering bull run.
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MrBear12 Supreme	23-Feb-2025 15:13        MrBear12 About Contact  Quote this Post! Style: Combined   Mood: Yells: "Cast all our anxieties on Jesus for He cares for us"
x 0   x 0  Alert Admin	All eyes on results. See first. That will largely determine where the bbs are going to play. sgng123      ( Date: 23-Feb-2025 14:07) Posted: Anyway current trend is hold strong and wait for shorting dam to burst. Sg gov $5b support to invest in local stocks sending signal to hedge/short,  Sg gov not gona tolerate unreasonable sell down. Those coming to sg to set up family office gona force to allocate 25% asset into stocks. be patient and wait for short covering bull run.
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sgng123 Supreme	23-Feb-2025 14:07        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Anyway current trend is hold strong and wait for shorting dam to burst. Sg gov $5b support to invest in local stocks sending signal to hedge/short,  Sg gov not gona tolerate unreasonable sell down. Those coming to sg to set up family office gona force to allocate 25% asset into stocks. be patient and wait for short covering bull run.
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GoldenPig Veteran	23-Feb-2025 12:35        GoldenPig About Contact  Quote this Post!
x 1   x 0  Alert Admin	I think YZJF is riding on the wave of positive sentiment over China. Those buying up the stocks are not necessarily looking at dividend yield but further capital gains. Expected revival of Chinese economy is the catalyst to re-rate YZJF higher. While we can expect the usual pullbacks & consolidations, we should see YZJF on an uptrend now that the market has discovered its potential. 😆   HVRRVH      ( Date: 20-Feb-2025 12:12) Posted: Maiden dividend yield paid in CY2023 is $0.018 = 5% yield based on share price of $0.365 at time of results release.  CY2024 dividend is $0.022 = 6.4% yield based on share price of $0.345 at time of results release.  It is unlikely that the market will settle for anything less than 5% and assuming today' s price stay the same till result release, a 5% dividend yield would translated to a dividend of $0.02825. Based on the payout ratio of minimum 40%, to payout $0.02825, the EPS has to be at least 7.0625 cents. Given that 1H' s EPS is 3.04 cents, YZJF has to hit EPS of at least 4.0225 in 2H24. Is this a tall order? On paper it is acheivable but YZJF has demonstrated erratic 2H earnings for the past 2 years, perhaps it was due to transitional effect and long holders can hope for a more stable 2H performance this year. The current price momentum is very strong and if $0.565 is breached, it is likely to trend higher to at least $0.575. If that is indeed the case, YZHF 2H24' s EPS and the resulting dividend has to be even higher than 4.0225 cents and 2.825 cents respectively because it is unlikely the market is willing to compress the dividend yield to below 5%.  HVRRVH      ( Date: 13-Feb-2025 13:10) Posted: No cause for celebration yet but long holders can feel a sense of vindication, just look at the other YZJF threads to see where am I coming from. I am sure many long holders especially those vested since day 1 and accumulated slowly with the prices going down would say to themsleves that luckily they have conviction in their investment thesis and have ignored all the naysayers, whom comments at times bodering on ridiculing long holders. Anyway price just trying to crack 53 cents and now I begin to wonder is the market preparing for yield compression or market sees that YZJF will declare higher profits and hence, higher dividend? It has to be either one and it is more liley a combination of both cos with the persistent high interest rate environment, a risk free US bond can now yield at least 4% easily acorss all duration, from 2 to 10 years. Therefore, a YZJF 5% dividend yield may not be attractive. A 5% is about 2.65 cents based on 53 cens share price. If market deem 5.5% to 6% is the going rate, then the dividend will be at least 3 cents based on 53 cents share price. In any case, just stay tuned to find out soon.
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sgng123 Supreme	22-Feb-2025 11:59        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Add more fuel for next bull run, the more the merry. Shortist money become mine money lol
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eddyeddy Master	22-Feb-2025 11:29        eddyeddy About Contact  Quote this Post!
x 0   x 0  Alert Admin	OPEN SHORT INCREASED TO 16M AS AT 14 Feb.
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sgng123 Supreme	21-Feb-2025 21:31        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	In march china gona come with new stimulus measures too. Everyone sit tight and hold strong. The Shorting Dam in SGX abt to burst and unleash huge short cover wave.
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sgng123 Supreme	21-Feb-2025 21:27        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	MAS SGX revive measure pop. $5b allocated to investment managers to invest in SGX equilities. 50m of 200m Global Investors Programme had to be invest in SGX stocks. SGX equitilies refer to local companies not secondary listing of foreign ckmpanies. New breath of air to dying SGX , hope it kick off retail interest.
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vicloo Supreme	21-Feb-2025 20:25        vicloo About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yes, breaking 60c next sgng123      ( Date: 21-Feb-2025 16:08) Posted: It break up global supply chain, make everythibg more expensive and no more free shipping for item. Basically marine business benefit from higher shipping cost and lower oil demanded by trump. Demand for ships go up as no more end to end point shipping, had to go around circle to skip tariff.
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sgng123 Supreme	21-Feb-2025 16:08        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	It break up global supply chain, make everythibg more expensive and no more free shipping for item. Basically marine business benefit from higher shipping cost and lower oil demanded by trump. Demand for ships go up as no more end to end point shipping, had to go around circle to skip tariff.
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