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Latest Forum Topics / YZJ Fin Hldg    Last:0.22    -0.005  Post Reply
YZJFH - potentially rewarding

pasttime
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31-Mar-2025 08:57     
 
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Yells: "gold silver are real money. not others iou."
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extracted from shippingwatch
" If the shipping sector is to achieve its decarbonization goals by 2050, it will require 4,000 new green ships ordered every year from now on as well as a carbon tax on fossil fuels, said ONE CEO Jeremy Nixon during the opening of Singapore Maritime Week."

it is a once in a blue moon opportunities that will help ship building boom.
yzjfh is looking like a ship builder without shipyeard. using their industrial knowledge, nearness to market to seize the opportunities. it is now not only a dividend stock, also a growth stock. money no enough for the big opportunities so need to raise cash by paying out less cash dividend to grow more rapidly
 
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vicloo
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31-Mar-2025 05:58     
 
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 Alert Admin 		Increase Market cap sound great, just do a 1 to 2 split faster after we hit 1 dollar 😃

HVRRVH      ( Date: 31-Mar-2025 04:33) Posted:

I do think they already know where to deploy these new fund, as they confidently said, among others, that they will update accordingly whenever the sale proceeds are deployed to ensure transparency. The returns by maritime investment has increased from 23m to 54m in one short year, and old Ren kept talking about its huge growth potentials so let?s wait and see. Besides, all these moves, the sale of treasury shares and proposed scrip seems to be preparing or aiming to increase market cap and could be part of the ground work for further spinoff.

volvo125      ( Date: 31-Mar-2025 01:39) Posted:

The total new equity injected is $139m + $121m = $260m. The increase in NPAT to at least match FY24 performance and payout is = (330m - 304m) = $29m. This implies that YFH must achieve a net ROE on this new capital = 29/260 = 11.15% (or pre-tax 14.1%). YFH overall net FY24 ROE is just = (304m/4222m) = 7.2% (this is a net overall average ROE including those much lower returns from Cash Mgt and Yield Products ...). Unless YFH already has in mind high returns projects that can beat a net ROE 11.15% for this new $260m capital injection, I can really see a challenge
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HVRRVH
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31-Mar-2025 04:33     
 
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 Alert Admin 		I do think they already know where to deploy these new fund, as they confidently said, among others, that they will update accordingly whenever the sale proceeds are deployed to ensure transparency. The returns by maritime investment has increased from 23m to 54m in one short year, and old Ren kept talking about its huge growth potentials so let?s wait and see. Besides, all these moves, the sale of treasury shares and proposed scrip seems to be preparing or aiming to increase market cap and could be part of the ground work for further spinoff.

volvo125      ( Date: 31-Mar-2025 01:39) Posted:

The total new equity injected is $139m + $121m = $260m. The increase in NPAT to at least match FY24 performance and payout is = (330m - 304m) = $29m. This implies that YFH must achieve a net ROE on this new capital = 29/260 = 11.15% (or pre-tax 14.1%). YFH overall net FY24 ROE is just = (304m/4222m) = 7.2% (this is a net overall average ROE including those much lower returns from Cash Mgt and Yield Products ...). Unless YFH already has in mind high returns projects that can beat a net ROE 11.15% for this new $260m capital injection, I can really see a challenge.

volvo125      ( Date: 31-Mar-2025 00:16) Posted:

I really think YFH is going to increase it' s share O/S too much in FY25. 

With this 193.5m treasury shares gone, and the proposed script dividend mandate if passed, would mean YFH is going to issue new shares up to 153m to pay for the FY24 0.0345 dividend (say issue at a hypothetical price of 0.795 for example), assuming a 100% opt in rate.
 
If YFH were to stop SBB going forward due to the much higher share price now, then YFH shares O/S is expecting to increase from the current 3480m to =(3480+194+153) = 3827m for FY25.
 
With a new much higher shares O/S in FY25, YFH will need to achieve a much higher FY25 NPAT at $333m in order to at least maintain it' s FY24 EPS of 0.087 and DPS 0.0345. 
 
This is a 9.5% or almost $30m increase of NPAT from $304 to $333, else shareholders will see a lower EPS and DPS in FY25.
 


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volvo125
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31-Mar-2025 01:39     
 
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 Alert Admin 		The total new equity injected is $139m + $121m = $260m. The increase in NPAT to at least match FY24 performance and payout is = (330m - 304m) = $29m. This implies that YFH must achieve a net ROE on this new capital = 29/260 = 11.15% (or pre-tax 14.1%). YFH overall net FY24 ROE is just = (304m/4222m) = 7.2% (this is a net overall average ROE including those much lower returns from Cash Mgt and Yield Products ...). Unless YFH already has in mind high returns projects that can beat a net ROE 11.15% for this new $260m capital injection, I can really see a challenge.

volvo125      ( Date: 31-Mar-2025 00:16) Posted:

I really think YFH is going to increase it' s share O/S too much in FY25. 

With this 193.5m treasury shares gone, and the proposed script dividend mandate if passed, would mean YFH is going to issue new shares up to 153m to pay for the FY24 0.0345 dividend (say issue at a hypothetical price of 0.795 for example), assuming a 100% opt in rate.
 
If YFH were to stop SBB going forward due to the much higher share price now, then YFH shares O/S is expecting to increase from the current 3480m to =(3480+194+153) = 3827m for FY25.
 
With a new much higher shares O/S in FY25, YFH will need to achieve a much higher FY25 NPAT at $333m in order to at least maintain it' s FY24 EPS of 0.087 and DPS 0.0345. 
 
This is a 9.5% or almost $30m increase of NPAT from $304 to $333, else shareholders will see a lower EPS and DPS in FY25.
 


pkli899      ( Date: 30-Mar-2025 21:43) Posted:

Very positive news!
Almost like a pte placement.
111% above average buy back price!
 


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sgng123
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31-Mar-2025 01:23     
 
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 Alert Admin 		Scrip dividend scheme don need to be passed, only the clause to issue new shares need to be passed.
almost guarantee uncle Ren would opt in, most retail just go for cash more practical.
Scrip dividend is designed for big investors. 
Lot of going for yzjfh this weekend, scrip dividend scheme and treasury stock sale.

volvo125      ( Date: 31-Mar-2025 00:16) Posted:

I really think YFH is going to increase it' s share O/S too much in FY25. 

With this 193.5m treasury shares gone, and the proposed script dividend mandate if passed, would mean YFH is going to issue new shares up to 153m to pay for the FY24 0.0345 dividend (say issue at a hypothetical price of 0.795 for example), assuming a 100% opt in rate.
 
If YFH were to stop SBB going forward due to the much higher share price now, then YFH shares O/S is expecting to increase from the current 3480m to =(3480+194+153) = 3827m for FY25.
 
With a new much higher shares O/S in FY25, YFH will need to achieve a much higher FY25 NPAT at $333m in order to at least maintain it' s FY24 EPS of 0.087 and DPS 0.0345. 
 
This is a 9.5% or almost $30m increase of NPAT from $304 to $333, else shareholders will see a lower EPS and DPS in FY25.
 


pkli899      ( Date: 30-Mar-2025 21:43) Posted:

Very positive news!
Almost like a pte placement.
111% above average buy back price!
 


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alanchee
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31-Mar-2025 00:22     
 
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 Alert Admin 		Have unloaded some at 79.5 and the rest of my holdings are free. Will load up again when there is a chance.. If not will just hold the balance and see how high it can move up
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alanchee
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31-Mar-2025 00:17     
 
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 Alert Admin 		Wow what a fear mongerer you are LOLOLOL

ruanlai      ( Date: 30-Mar-2025 23:59) Posted:

Every time share placement for YZJ, the price will drop at least 30cents.

Avoid this gem or short it down.

Back below 30 anytime. 

Moreover YZJ mother shares also affected by Trump-shipbuilding-policy, going down below $2 soon.

Both are shortlisted tgt by HF, be careful and run as soon as you can.

Dyodd ..... my view only......
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volvo125
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31-Mar-2025 00:16     
 
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 Alert Admin 		I really think YFH is going to increase it' s share O/S too much in FY25. 

With this 193.5m treasury shares gone, and the proposed script dividend mandate if passed, would mean YFH is going to issue new shares up to 153m to pay for the FY24 0.0345 dividend (say issue at a hypothetical price of 0.795 for example), assuming a 100% opt in rate.
 
If YFH were to stop SBB going forward due to the much higher share price now, then YFH shares O/S is expecting to increase from the current 3480m to =(3480+194+153) = 3827m for FY25.
 
With a new much higher shares O/S in FY25, YFH will need to achieve a much higher FY25 NPAT at $333m in order to at least maintain it' s FY24 EPS of 0.087 and DPS 0.0345. 
 
This is a 9.5% or almost $30m increase of NPAT from $304 to $333, else shareholders will see a lower EPS and DPS in FY25.
 


pkli899      ( Date: 30-Mar-2025 21:43) Posted:

Very positive news!
Almost like a pte placement.
111% above average buy back price!
 

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ruanlai
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30-Mar-2025 23:59     
 
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 Alert Admin 		Every time share placement for YZJ, the price will drop at least 30cents.

Avoid this gem or short it down.

Back below 30 anytime. 

Moreover YZJ mother shares also affected by Trump-shipbuilding-policy, going down below $2 soon.

Both are shortlisted tgt by HF, be careful and run as soon as you can.

Dyodd ..... my view only......
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sgng123
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30-Mar-2025 23:28     
 
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 Alert Admin 		Think the profit $70m from selling off treasury stocks would be included in 1h result out in Aug.
we just got preview on 1h result lol.
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sgng123
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30-Mar-2025 22:58     
 
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 Alert Admin 		But don worry too much on MO, it can be evaded by jacking up the price of scrip dividend through higher stock price.
Let see next week if current rally sustain.
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sgng123
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30-Mar-2025 22:39     
 
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 Alert Admin 		It is Mandatory Offer loh not privatisation.
If Uncle Ren did not get waiver approval, Mandatory Offer on card.
> 90% retail accept it is yzjfh delist.
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pkli899
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30-Mar-2025 21:47     
 
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 Alert Admin 		With so much going on, we can once and for all, put that " privatisation talk" to rest.
Please stop bring up the subject any more........ENOUGH!
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pkli899
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30-Mar-2025 21:43     
 
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 Alert Admin 		Very positive news!
Almost like a pte placement.
111% above average buy back price!
 
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sgng123
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30-Mar-2025 20:30     
 
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 Alert Admin 		It would most likely move up on possible Mandatory Offer if Uncle Ren did not get whitewash waiver from SIC.
they could also increase price of scrip dividend to avoid MO.
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wehuattogether88
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30-Mar-2025 20:25     
 
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 Alert Admin 		More likely YZJF will chiong up further as it is a boost of confidence from senior executives on purchase of the treasury shares at S$0.72 per lot.
The price represents a 111 per cent premium to its average buyback cost, but a 9.7 per cent discount to the weighted average price of S$0.7975 for trades done during the full market day on Mar 28.
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sgng123
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30-Mar-2025 20:17     
 
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 Alert Admin 		Uncle Ren most likely opt for scrip dividend, bringing his stake above 30%. He need to get waiver from SIC to avoid
making Mandatory Offer to all investors.
So to prevent or lower possibility of Ren stake going over 30%, stock price had to chiong up lol.
Good move on ren to support current rally without spending money.
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HVRRVH
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30-Mar-2025 18:07     
 
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 Alert Admin 		Likely for short term it would stay at current level, so YZJF can offer similar scrip price at $0.72 but who knows. As a long long term investor, I can only get more confidence and optimistic of future growth of YZJF and if the price get push up then likely the scrip price would be priced higher too so best scenario for long term investor is the share price stay about the same till scrip price is announced. 

ysh2006      ( Date: 30-Mar-2025 18:01) Posted:

So important question how will share price react up or down ?..

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HVRRVH
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30-Mar-2025 18:03     
 
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 Alert Admin 		With the upcoming AGM to be conducted soon on 15 April 2025, the management seems to be opening up themselves to many questions on the positive side. Despite planning to redeploy some of the huge cash in hands from cash management department, they still wants to scale up capital and had decided to sell the entire treasury shares. In addition, they could inject a further significant sum into the capital by adopting scrip dividend scheme. Potentially, even 50% of the eligible dividends ended in scrip, the company can boost the capital by $60m. In reference to the sale of treasury shares, it is likely that we would see scrip dividend being offer now. YZJF seems gearing up for much more investment activities specifically into the maritime businesses. The sale of treasury shares and if there is offer of scrip dividend, is almost like a Privte Placement and Preferential Offer! Can' t wait to see what else is up old Ren' s sleeves. He has to release such news over a long weekend some more. 
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ysh2006
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30-Mar-2025 18:01     
 
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 Alert Admin 		So important question how will share price react up or down ?..
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