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John210119 Member	26-Feb-2025 12:01        John210119 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Thank you I also load up additional 6% now given that the 6% dividend will come in April. I am hoping we can hot ATH by then but I won't be selling as I am keeping for consistent dividend payout. HVRRVH      ( Date: 26-Feb-2025 11:37) Posted: Some key points from yesterday L& T' s investors briefing. All from the top of my head so informatin may lack details but they were what transpired in the webinar:  1) Worst is over for NPL 2) Maritime businesses can only get better 3) Will continue to scale up Maritime businesses till all the fund allocated is exhausted 4) Will continue SBB at appropriate time 5) 40% dividend payout ratio will continue beyond the 1st 3 years 6) No aim for now to increase the payout ration beyond 40% 7) Continue efforts to resolve NPL 8) Will continue depatch excess cash [Esp from DI when mature when collected NPL / writebacks etc] to SG for investments 9) US threat of shipping tarrifs may affect shipbuilders but businesses concerned well in place to absorb extra cost and it is likely that the cost will be pass on to consumers. No direct impact on YZJF' s Maritime businesses 10) This is good time to invest in both YZJF and YZJS 11)  Many YZJF' s employees buying YZJF shares  12) Investors will reap the reward in time to come [Chairman' s words] In view of the above, I bought a bit more at $0.58 this morning. Quite relunctance actually since this is quite high above my average cost of $0.36. However, high can go higher and low can go lower. Price consideration is valid but overall, have to look at the prospects of the business and I think for YZJF, it has just started [Chairman' s words too] and since time is on the side of long instead of short, plus dividend yield on cost is still attractive and it is likely that going forward, YZJF can match/increase preceding dividends, just act and buy lah don' t over analysis.  Also, to catch the inevitable market volatility and correction, has standby fund to buy more so that average holding cost is maintained at ideal price range.
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sgng123 Supreme	26-Feb-2025 11:45        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Chill we currently in Q1 where bb start buying stocks with good future earning. Most likely selling would come Apr till Sep as per normal market trend. Enjoy the uptrend while sun is up. Expect valuation 5-6% dividend drifting 0.56-0.70 ranging unless china bull rally start again in march on stimulus. For now hold strong or buy more if got gut and money
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HVRRVH Elite	26-Feb-2025 11:37        HVRRVH About Contact  Quote this Post!
x 1   x 0  Alert Admin	Some key points from yesterday L& T' s investors briefing. All from the top of my head so informatin may lack details but they were what transpired in the webinar:  1) Worst is over for NPL 2) Maritime businesses can only get better 3) Will continue to scale up Maritime businesses till all the fund allocated is exhausted 4) Will continue SBB at appropriate time 5) 40% dividend payout ratio will continue beyond the 1st 3 years 6) No aim for now to increase the payout ration beyond 40% 7) Continue efforts to resolve NPL 8) Will continue depatch excess cash [Esp from DI when mature when collected NPL / writebacks etc] to SG for investments 9) US threat of shipping tarrifs may affect shipbuilders but businesses concerned well in place to absorb extra cost and it is likely that the cost will be pass on to consumers. No direct impact on YZJF' s Maritime businesses 10) This is good time to invest in both YZJF and YZJS 11)  Many YZJF' s employees buying YZJF shares  12) Investors will reap the reward in time to come [Chairman' s words] In view of the above, I bought a bit more at $0.58 this morning. Quite relunctance actually since this is quite high above my average cost of $0.36. However, high can go higher and low can go lower. Price consideration is valid but overall, have to look at the prospects of the business and I think for YZJF, it has just started [Chairman' s words too] and since time is on the side of long instead of short, plus dividend yield on cost is still attractive and it is likely that going forward, YZJF can match/increase preceding dividends, just act and buy lah don' t over analysis.  Also, to catch the inevitable market volatility and correction, has standby fund to buy more so that average holding cost is maintained at ideal price range.
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vicloo Supreme	26-Feb-2025 10:22        vicloo About Contact  Quote this Post!
x 0   x 0  Alert Admin	Hope breaking 60c soon!!!
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hokpin Supreme	26-Feb-2025 09:00        hokpin About Contact  Quote this Post!
x 0   x 0  Alert Admin	Show the colour today though a day late!!!
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MrBear12 Supreme	26-Feb-2025 08:33        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	Bro hokpin, I am glad you recognise a good life of eating healthily. Good cholesterol in salmon to combat bad cholesterol accumulated over the years eating nuts and other seafood. I believe you are a long term investor and hence we need to put on some fat to last through several difficult times when the market turns against us. Lets hope this continues its amazing run since the bear came aboard last month. The trick really is one needs to be able to stomach fifty percent declines in order to experience one hundred per cent advances. hokpin      ( Date: 26-Feb-2025 08:21) Posted: Bear Bear, you enjoy a good life, having Salmon for breakfast after Hybernation! MrBear12      ( Date: 26-Feb-2025 07:58) Posted: Yes indeed. Markets can stay irrational for long periods of time. Longer than we can stay afloat. Hence the market is for people with deep pockets. If your pocket ain't deep, you have no business here. Most of us will have to work hard, wake up early and strike oil. Back to my usual work now of catching salmon for breakfast... ..
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hokpin Supreme	26-Feb-2025 08:21        hokpin About Contact  Quote this Post!
x 0   x 0  Alert Admin	Bear Bear, you enjoy a good life, having Salmon for breakfast after Hybernation! MrBear12      ( Date: 26-Feb-2025 07:58) Posted: Yes indeed. Markets can stay irrational for long periods of time. Longer than we can stay afloat. Hence the market is for people with deep pockets. If your pocket ain't deep, you have no business here. Most of us will have to work hard, wake up early and strike oil. Back to my usual work now of catching salmon for breakfast... ... Nippon72      ( Date: 26-Feb-2025 07:43) Posted: Being the odd voice and contrarian takes a lot of conviction and faith, the reward is tremendous.  Market is always swayed by emotions rather than rationality. This provides the opportunity to buy  somethig at a discount As long FH continues to stay focused and within its competence, it will continue to do well.  As long it beats my SA rate I am happy liao Vested since its spin-off days.
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MrBear12 Supreme	26-Feb-2025 07:58        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	Yes indeed. Markets can stay irrational for long periods of time. Longer than we can stay afloat. Hence the market is for people with deep pockets. If your pocket ain't deep, you have no business here. Most of us will have to work hard, wake up early and strike oil. Back to my usual work now of catching salmon for breakfast... ... Nippon72      ( Date: 26-Feb-2025 07:43) Posted: Being the odd voice and contrarian takes a lot of conviction and faith, the reward is tremendous.  Market is always swayed by emotions rather than rationality. This provides the opportunity to buy  somethig at a discount As long FH continues to stay focused and within its competence, it will continue to do well.  As long it beats my SA rate I am happy liao Vested since its spin-off days.
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Nippon72 Veteran	26-Feb-2025 07:43        Nippon72 About Contact  Quote this Post! Style: Fundamental   Mood: Yells: "Dude, is ALWAYS Time in the market than Timing the market! "
x 0   x 0  Alert Admin	Being the odd voice and contrarian takes a lot of conviction and faith, the reward is tremendous.  Market is always swayed by emotions rather than rationality. This provides the opportunity to buy  somethig at a discount As long FH continues to stay focused and within its competence, it will continue to do well.  As long it beats my SA rate I am happy liao Vested since its spin-off days.
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volvo125 Master	25-Feb-2025 22:56        volvo125 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Oh ... it was you who made the remarks that Chairman Ren reply was very reassuring .... nice to bump onto you @HVRRVH. Deep value investing is an extremely cold and hard journey, often having to go against the tides protractedly for months and even years, with only just a strong sense of unshakeable faith on our own due diligence backing us. It' s kind of a warmth to bump onto like-minded kaki. Ren is a serious go-getter that means business. I have faith that he will fire up all his turbo engines to drive a better FY25. I look forward to seeing $0.77 soon. HVRRVH      ( Date: 25-Feb-2025 19:21) Posted: Good question. I was the one complimented him for his reassuring reply. Yes, he practically said these few days market is feeling negative and it is good opportunity to invest in both YZJF and YZJS and their share prices are surpressed. Thanks to other participants too who asked mostly and if not all relevant questions. Old Ren is striaghtalking and show that he is extremely confidence in what he is doing. I shall respect the session and share what I think can be shared as he did address the partiipants at one point and seemed suggesting some information was only meant for those presence.  volvo125      ( Date: 25-Feb-2025 18:52) Posted: I asked the last question, highlighting that I still think the non recurring $72m forex and chinese govt grant is material to YFH FY24 strong performance, and asked whether YFH could at least maintain or even exceed the NPAT $300m in FY25 ( I was indirectly asking whether the DPS 0.0345 could sustain in FY25). Uncle Ren reiterated that the MF and new maritime businesses and Pte Credits via SG are all progressing well, NPL provision is already behind the coy, and surplus cash from China will continue to be repatriated to SG. He confidently said that FY25 will do better than FY24. Uncle Ren is still the straight talk, no nonsense and speak with a high sense of assuring confidence RenYL that I met during the AGM in Apr 2024. And indeed he delivered a spectacular FY24. Hopefully, I could expect my annual dividend from YFH to exceed $250k in FY25.
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HVRRVH Elite	25-Feb-2025 19:21        HVRRVH About Contact  Quote this Post!
x 0   x 0  Alert Admin	Good question. I was the one complimented him for his reassuring reply. Yes, he practically said these few days market is feeling negative and it is good opportunity to invest in both YZJF and YZJS and their share prices are surpressed. Thanks to other participants too who asked mostly and if not all relevant questions. Old Ren is striaghtalking and show that he is extremely confidence in what he is doing. I shall respect the session and share what I think can be shared as he did address the partiipants at one point and seemed suggesting some information was only meant for those presence.  volvo125      ( Date: 25-Feb-2025 18:52) Posted: I asked the last question, highlighting that I still think the non recurring $72m forex and chinese govt grant is material to YFH FY24 strong performance, and asked whether YFH could at least maintain or even exceed the NPAT $300m in FY25 ( I was indirectly asking whether the DPS 0.0345 could sustain in FY25). Uncle Ren reiterated that the MF and new maritime businesses and Pte Credits via SG are all progressing well, NPL provision is already behind the coy, and surplus cash from China will continue to be repatriated to SG. He confidently said that FY25 will do better than FY24. Uncle Ren is still the straight talk, no nonsense and speak with a high sense of assuring confidence RenYL that I met during the AGM in Apr 2024. And indeed he delivered a spectacular FY24. Hopefully, I could expect my annual dividend from YFH to exceed $250k in FY25.   HVRRVH      ( Date: 25-Feb-2025 15:38) Posted: Lim & Tan 5 pm briefing YZJF. Interested may join as follows:  Join Zoom Meeting: https://us06web.zoom.us/j/85732297075?pwd=LLCSkqCzU9rr3a0Z EmRZ1OWRWUjVMF.1 Meeting ID: 857 3229 7075 Passcode: 008815
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sgng123 Supreme	25-Feb-2025 19:00        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	As long the NPL provision crap is over then yzjfh result should be more stable, no more wild provision to knock over profit.
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volvo125 Master	25-Feb-2025 18:52        volvo125 About Contact  Quote this Post!
x 2   x 0  Alert Admin	I asked the last question, highlighting that I still think the non recurring $72m forex and chinese govt grant is material to YFH FY24 strong performance, and asked whether YFH could at least maintain or even exceed the NPAT $300m in FY25 ( I was indirectly asking whether the DPS 0.0345 could sustain in FY25). Uncle Ren reiterated that the MF and new maritime businesses and Pte Credits via SG are all progressing well, NPL provision is already behind the coy, and surplus cash from China will continue to be repatriated to SG. He confidently said that FY25 will do better than FY24. Uncle Ren is still the straight talk, no nonsense and speak with a high sense of assuring confidence RenYL that I met during the AGM in Apr 2024. And indeed he delivered a spectacular FY24. Hopefully, I could expect my annual dividend from YFH to exceed $250k in FY25.   HVRRVH      ( Date: 25-Feb-2025 15:38) Posted: Lim & Tan 5 pm briefing YZJF. Interested may join as follows:  Join Zoom Meeting: https://us06web.zoom.us/j/85732297075?pwd=LLCSkqCzU9rr3a0Z EmRZ1OWRWUjVMF.1 Meeting ID: 857 3229 7075 Passcode: 008815
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sgng123 Supreme	25-Feb-2025 18:47        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Hope yzj shipbuilding sell off quiet down after 2 days of heavy selling. it affect yzjfh uptrend momentum.....
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sgng123 Supreme	25-Feb-2025 18:45        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	It under cash and yield enhancemdnt product in balancesheet snapshoot.
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sgng123 Supreme	25-Feb-2025 18:42        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Free cash u need to include china side too. As still confused look up to presentation slide it shown u asset potfolio. pkli899      ( Date: 25-Feb-2025 17:18) Posted: Reading only the headlines and knowing the DPS is 3.45c made me very excited like most of us here. Before I get carried away, I spent sometime to go through the report. I wanted to write thereafter but hesitated. Now that the excitement has die down somewhat, I decide to go ahead. Agreed it is comparatively a good set of results. With the big increase in DPS, everyone went over moon. Many started to expect price to rocket today. I quietly think otherwise. As investor, we must not let emotion get over us. Read the report carefully and analyze it. I post below some key numbers (with some 2023 figures for comparison):                                                                                 2024                            2023 Maritime                            57.2m DI                                                                        124m                        259m Others                              145m   Revenue:                                                326.2m                348.4m   Profit b/f allowances          277.9m                302.1m Fair value gain                  50.6m                      Write back                                              15m                        Net profit                          304.6m                  201.8m   Cash/cash equivalent        1.4Bn                          1.4Bn Employee                          2.31m                        4.96m (2nd half) Remuneration                  5.8m                              8.1m (full year) NAV                                  ​ 116.82c            106.62c First, revenue dropped but not worrying because due to less income from reduced DI. We then look at profit. Actually, profit before allowances was lesser than 2023. Net profit was better mainly because of fair value gain and write back. With all the above, I do not see price appreciating much from current level. Perhaps, come August, we see more improvement and price can then go higher. Having said, we must compliment senior Ren for cutting staff cost by so much and still can deliver. NAV improved to 116.82c is another bright spark. One more point, cash and cash equivalent is 1.4 Bn only. Am I wrong? How come some of you mentioned 1.8 Bn? Lastly, I have to clarify, I am still holding close to 1.8m units. Though I will not add more but neither am I going to let go any. I still see prospect and growth in the stock. Will be holding tight for better times.
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stonkmaster Veteran	25-Feb-2025 18:19        stonkmaster About Contact  Quote this Post!
x 0   x 0  Alert Admin	Ya pity. May consider adding more if price drop. Last time I no 40cents no sell. Now maybe no $1 no sell. The dividend is good so no need worry. Caesar      ( Date: 25-Feb-2025 16:24) Posted: Haha, a pity you sold half, else you can collect more dividends ... thought you once said no $1 no sell stonkmaster      ( Date: 25-Feb-2025 12:51) Posted: Only way to take money from bb is time. Those bought at 3x cents like me already laughing at them for selling so cheap last time
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pkli899 Supreme	25-Feb-2025 17:21        pkli899 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Sorry, my post the figures all go haywire.
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pkli899 Supreme	25-Feb-2025 17:18        pkli899 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Reading only the headlines and knowing the DPS is 3.45c made me very excited like most of us here. Before I get carried away, I spent sometime to go through the report. I wanted to write thereafter but hesitated. Now that the excitement has die down somewhat, I decide to go ahead. Agreed it is comparatively a good set of results. With the big increase in DPS, everyone went over moon. Many started to expect price to rocket today. I quietly think otherwise. As investor, we must not let emotion get over us. Read the report carefully and analyze it. I post below some key numbers (with some 2023 figures for comparison):                                                                                 2024                            2023 Maritime                            57.2m DI                                                                        124m                        259m Others                              145m   Revenue:                                                326.2m                348.4m   Profit b/f allowances          277.9m                302.1m Fair value gain                  50.6m                      Write back                                              15m                        Net profit                          304.6m                  201.8m   Cash/cash equivalent        1.4Bn                          1.4Bn Employee                          2.31m                        4.96m (2nd half) Remuneration                  5.8m                              8.1m (full year) NAV                                  ​ 116.82c            106.62c First, revenue dropped but not worrying because due to less income from reduced DI. We then look at profit. Actually, profit before allowances was lesser than 2023. Net profit was better mainly because of fair value gain and write back. With all the above, I do not see price appreciating much from current level. Perhaps, come August, we see more improvement and price can then go higher. Having said, we must compliment senior Ren for cutting staff cost by so much and still can deliver. NAV improved to 116.82c is another bright spark. One more point, cash and cash equivalent is 1.4 Bn only. Am I wrong? How come some of you mentioned 1.8 Bn? Lastly, I have to clarify, I am still holding close to 1.8m units. Though I will not add more but neither am I going to let go any. I still see prospect and growth in the stock. Will be holding tight for better times.
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vicloo Supreme	25-Feb-2025 17:17        vicloo About Contact  Quote this Post!
x 0   x 0  Alert Admin	If the YZJFH business remain stable revenue follows 2H24, 1 dollar should be achievable with 2025. Caesar      ( Date: 25-Feb-2025 16:24) Posted: Haha, a pity you sold half, else you can collect more dividends ... thought you once said no $1 no sell stonkmaster      ( Date: 25-Feb-2025 12:51) Posted: Only way to take money from bb is time. Those bought at 3x cents like me already laughing at them for selling so cheap last time
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