Latest Forum Topics /
YZJ Fin Hldg
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YZJFH - potentially rewarding
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Eyk3000
Senior |
04-Jul-2025 13:26
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$1.17 as of 31 Dec 2024.
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finjungle
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04-Jul-2025 11:25
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Never never regret that you have realised the gains and have the MONEY in yiur bank account.
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stonkmaster
Veteran |
04-Jul-2025 11:24
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what?s the nav now?
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stonkmaster
Veteran |
04-Jul-2025 11:23
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i exited at 60 cents. should have just held on.
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easywin
Supreme |
04-Jul-2025 09:37
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Hope so more profits coming to all
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treetops
Elite |
04-Jul-2025 09:25
Yells: "Moments Today, Memories Tomorrow!" |
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All in for YZJ Fin. Going above $1 soon. | ||||
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easywin
Supreme |
04-Jul-2025 09:13
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Now BBs buy more we retails gain more, hold well and slowly distributing to BBs  | ||||
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pasttime
Supreme |
04-Jul-2025 09:11
Yells: "gold silver are real money. not others iou." |
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this price is still early day of the global green shipping. if shipyard can go up so much by building ships.  ship traders can make even more by ordering ship now and trade it as demand will grow much more approaching 2028. dyodd |
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HVRRVH
Elite |
04-Jul-2025 08:53
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I would think many may have missed the boat and quite a number may have exited already too, judging from the ' barometer' of the forumers' participation in this thread. It is much quieter now as compare to those ' tumultuous' days where everyone has different views. It did creep up in my mind with regard to exit point but I would be patient, after learning from my lesson from Sembcorp and Centurion, just to name a few. Personally I would seriously consider exit point only after spin off materalised and or the share price steady at above $1. It may or may not come to that but even if the share price stay in current level, with dividend yield on cost of close to 10% [some may even have it at excess of more than 10%!], there is really no hurry to exit. With old Ren trying to create value for shareholders and in the process, going back to doing what he knows best [taking over VT], we already can see some results so given time, I think he can unlock even more value for shareholders. Hopefully market can re rate YZJF favourably with spin off taking place, besides YSB, LHN, there are many other examples, such as Centurion and Boustead. Though it isn' t like for like but the principle behind the corporate excerise is the same, which is to unlock value for shareholders. Centurion has gone up more than 1 fold and Boustead a cool 40% so why not YZJF? I am optimistic too but let' s wait for 1H25 results and see whether we have more reasons to be even more optimistic. 
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Eyk3000
Senior |
04-Jul-2025 08:47
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In my view, YZJF remains undervalued as long as the business continues to grow and the share price stays below its NAV. Therefore, I plan to wait for the 1H results before deciding whether to take some profit from my current holdings or continue holding and possibly add more.
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pasttime
Supreme |
04-Jul-2025 05:48
Yells: "gold silver are real money. not others iou." |
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at closing price of 84.5 cents.  almost all shareholders are winners. no losers except those who has shorted and not yet cover. as of last week still has 25m shares shorted ave 70+ cents. interesting to see next week mas report to see if short covering has resulted in this good run up or new money entering.  hope to see more details on maritime especially if there is any new order etc. who know it may grow to size of yzjsb aided with this wave of green shipping activities. |
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volvo125
Master |
04-Jul-2025 00:40
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I believe, on the back of all the Long investors mind here, the million dollar question now is how far could this YFH price goes up before the spin off ex-date. This is really a million dollar question for me. I could exit today with a very decent net profit in excess of $3mil, or I could choose to tank through the ongoing roller coaster till or any time near ex-date to " possibly" reap another $1~2mil additional profit, or even go further and participate into the spin off to tap on to the new combined YFH and YMD next phase growth journey and possibly realise even more future gains. Taking reference from the earlier 2022 YSB spin off exercise, YSB NAV was $1.96, the highest price closed was $1.64 (or 84% of NAV), and the last day closed price was $1.54 just before ex-date spin off (or 78.5% of NAV). Now with YFH NAV at $1.17 and STI in a very bullish mood > 4000, the highest price could well probably be > > $0.98 (> > 84% NAV) and the last day close might be > > 0.92 (> > 78.5% NAV). Taking another coy, LHN, with plan for listing for reference. LHN price was on a steep 2 months+ downtrend and hovering around $0.40 or 64.5% NAV. News on spin off was released on 15 Apr and price climbed steadily in the past ~3 months to $0.72 or 1.16x NAV today. STI bullish > 4000 could be a major mood factor that helps to push LHN to 1.16% NAV. Between 84% ~ 116% NAV, It is really up to the individual investor to decide on his exit point or even go on to participate on the spin off, depending on his risk attitude and appetite.   One immediate consideration to note is the forthcoming 1H25 update releasing in early to mid Aug. The 1H result and tone could accelerate or derail the ongoing price climb. Since YFH chosed to positively reiterate its spin off progress on 2 Jul after the 1H close, I am optimistic that the 1H result will likely be good or at least " not bad" in order to support the mood of the proposed spin off. I hope I am not that far wrong, I am optimistic.   |
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hokpin
Supreme |
03-Jul-2025 21:17
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Bro, Well said!
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HVRRVH
Elite |
03-Jul-2025 18:18
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3 years since and to be exact, 3 years 3 months elapsed and what a turn around. We have seen the lowest price of $0.285 and today, it closed at ATH of $0.845. Long investors can' t say they didn' t have the opportunities to accumulate, as it has traded for the longest time in $0.3x series even with today' s price, the 52-week low is still $0.32!!! If all goes well, by the 5 years mark, YZJF will become YZJF and YZJMaritime Development, 2 companies post spin off. Thankfully old Ren took back control of YZJF, the transformation is not over yet and as a shareholder I am glad he has skin in the game, as he only collected 60k salary for FY24 and bulk of his income came from the dividend just like any other ordinary sharholders. 
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hokpin
Supreme |
03-Jul-2025 10:28
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Thank you for the guidance and advice, Bro!
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HVRRVH
Elite |
03-Jul-2025 10:18
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Yes. There should be business update in August and if 1H25 results hit the high note, hopefully the share price can propel to $1 soon. 
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HVRRVH
Elite |
03-Jul-2025 10:12
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Just goes to show how people do their job. Not Joelton who was just sharing the report but the reporter/press who produced the news. It is well known that the placement of treasury shares did not go through as it was hamstrung by Trump' s tariffs induced price correction. It turned out to be better as old Ren went ahead to cancel the entired treasury shares and this has immediately created higher NAV and benefited the existing shareholders. I wonder how those erstwhile potential buyers are feeling now. Old Ren prove that he is not resting on his laurel since coming back to helm YZJF, it is unimaginable that with US waging trade wars with the rest of the world especially against China, YZJF seems resolute to create value for shareholders and old Ren came across as confidence and know what he was doing, it helped a great deal personally for me after attended his results briefing on 25.2.25. It may seems trivial but in yesterday announcement of the incorporation of Yangzijiang Maritime Development Pte Ltd [Should become Yangzijiang Maritime Development post spin off], the document was fittingly entitled ' Poseidon' which clearly shows old Ren' s ambition and vision for the maritime related businesses. Stay tuned for future positive developments. 
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Solubl
Member |
03-Jul-2025 10:05
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![]() a Singaporean fund manager, who was a sellside analyst, estimates that YZJF deserves a higher valuation, and contributed his write-up below ... https://www.nextinsight.net/story-archive-mainmenu-60/948-2025/16075-spin-off-success-story-stock-surges-77-to-record-fund-manager-sees-more-value   |
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Joelton
Supreme |
03-Jul-2025 09:50
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Yangzijiang Financial rises over 6% after update on maritime subsidiary incorporation
It had said earlier it was exploring plans to spin off the segment into a newly incorporated company to be listed separately on the Singapore Exchange
 
[SINGAPORE] Shares of Yangzijiang (YZJ) Financial : YF8 +5.33% rose by more than 6 per cent on Wednesday (Jul 2) morning, following an update by the group on its incorporation of YZJ Maritime Development, a proposed spin-off company, as a wholly owned subsidiary in Singapore. 
 
The company&rsquo s shares were up 6 per cent or S$0.045 to reach S$0.795 as at 9.52 am, from S$0.75 at the market open, and later rose to S$0.80 at 9.55 am, trading 6.7 per cent or S$0.05 higher. 
 
By 10.32 am, its shares had eased to S$0.79, still up 5.3 per cent or S$0.04, with nearly 17.8 million securities changing hands, and subsequently S$0.78 at 10.38 am. 
 
YZJ Financial shared that the group had incorporated the maritime subsidiary on Apr 28, at an issued and paid-up share capital of US$100, comprising 100 ordinary shares issued at US$1 per share, in a company statement on Wednesday. 
 
The subsidiary serves as a holding company of YZJ Financial, and the group presently owns the entire share capital in YZJ Maritime. 
 
This update comes after the group announced on Apr 27 that it was exploring plans to spin off its maritime investment segment into a newly incorporated company to be listed separately on the mainboard of the Singapore Exchange, with YZJ Financial&rsquo s executive chairman and chief executive officer Ren Yuanlin set to lead the spin-off group. 
 
The aim of the proposed spin-off and listing would be to create two separate listed company groups to pursue more targeted business strategies and accelerate growth, said the company. This would allow for more efficient capital allocation, tailored to the differing strategies of each business. 
 
&ldquo This is a natural evolution of our strategy. Our maritime business is ready to stand on its own, backed by strong fundamentals and a clear vision for expansion,&rdquo said Ren previously. &ldquo By separating our maritime segment from YZJ Financial&rsquo s investment platform, we will be better positioned to pursue focused growth while delivering enhanced value to shareholders.&rdquo
 
The company earlier in March announced that it had raised S$139.3 million in net cash proceeds through a placement of its treasury shares to redeploy them for maritime investments. It agreed to divest its entire treasury shareholding of 193.5 million shares at S$0.72 apiece. 
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hokpin
Supreme |
03-Jul-2025 09:07
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Seems no one dollar no sell already!
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