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YZJ Fin Hldg
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YZJFH - potentially rewarding
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maxsim
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13-Aug-2025 02:04
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When will the new YangZiJiang Finance' s spin off be listed on SGX? Based on my research on previous spin off(pardon for any error) Based on the previous spin off from YangZiJiang Shipping to YangZiJiang Finance Holding, it takes about 1 mths(1 Apr 2022 - 28 Apr 2022) to be listed on SGX. However the Spin off(YangZiJiang Finance Holding) price tumble badly(10%) from 0.69 to 0.62 on first day of the trade. On the other hand,on YangZiJiang Shipping doesn' t seems to react to much of the spin off' s performance. So let see whether the market will follows for YangZiJiang Finance Holding' s spin off annoucement. |
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HVRRVH
Elite |
12-Aug-2025 23:23
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Still digesting all the spin off documents, more over, also need to digest 1H25 results documents. First of, in term of eps 1h25 results see an increase yoy but qoq it didn' t beat 2h24' s earning. NAV also declined to $1.11 but what stood out was that for the maritime businesses, FY24' s income was $54m but 1h25' s maritime income already hit $40m so spinning-off of maritime business should be a positive move. The spin off is 1 for 1 by way of distribution, 1 YZJF share will get 1 YZJ Maritime share. In term of post spin-off, the original YZJF will have NAV of $0.54 [using FY24 figure] and the new YZJ Maritime will have don' t know, because much depend on its proposed $250m or more placement. Having said so, if we substract $0.54 by $1.17, the new YZJM will have NAV of at least $0.63 theorectically. It is straightforward for YZJF as it current outstanding shares will remain the same but YZJM will see an over all increase of outstanding due to the minimum $250m placement. Additional shares from the placement will add to the existing shares and if the placement price is at NAV, then no issue, overall NAV will remain the same for all existing shareholders. However, placement sure got discount so existing shareholders will get diluted for YZJM shares holding. I think overall it is still positive seeing how the propsed YZJM' s income is already amounting to about 60% of the total income that comprised YZJF & YZJM assuming if spin off completed for FY24. Let' s see how the market read the data/information/illustration tomorrow. | ||||
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Winnertakeall
Elite |
12-Aug-2025 23:21
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https://www.businesstimes.com.sg/companies-markets/yangzijiang-financial-h1-net-profit-28-s137-7-million
Yangzijiang Financial H1 net profit up 28% at S$137.7 millionThe higher earnings come on the back of reversal of credit loss allowances and higher contributions from maritime joint ventures |
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s100125
Elite |
12-Aug-2025 23:20
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https://www.minichart.com.sg/2025/08/12/yangzijiang-financial-holding-announces-major-spin-off-and-sgx-listing-of-maritime-business-unlocking-shareholder-value-and-investment-flexibility-1/
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s100125
Elite |
12-Aug-2025 23:01
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Latest news https://www.businesstimes.com.sg/companies-markets/yzj-maritime-raise-s250-million-through-placement-new-shares
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pasttime
Supreme |
12-Aug-2025 21:53
Yells: "gold silver are real money. not others iou." |
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spin off so good. no more entangle valuation. for the maritime business likely value like yzjsb. so $2b means market cap about $4b. that will a chance to be in index. balance of business will benefits from trump pusing of rate to 1%. aiming for $1 maritime price and $0.38 for yzjfh. |
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ysh2006
Supreme |
12-Aug-2025 21:33
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The company will hold a EGM to decide the spin off ....see tomorrow how the market reaction...
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Goldfinger
Supreme |
12-Aug-2025 21:02
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The spin-off of Maritime is finally happening
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tch77_pt75
Veteran |
12-Aug-2025 20:55
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iFAST 1H profit- $41.15m Dividends- $0.057 in year 2024
YZJFH 1H profit- $137.7m Dividends- $0.0345 Does anyone know why iFAST has a higher share price and dividends? What has iFAST done right? Maybe YZJFH should learn from iFAST |
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hokpin
Supreme |
12-Aug-2025 19:30
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Wait for the valuable view points! | ||||
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Login20
Master |
12-Aug-2025 19:17
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!H25 result is out | ||||
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pkli899
Supreme |
12-Aug-2025 17:27
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哇 噻 ， 静 待 佳 音 。 | ||||
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Eyk3000
Senior |
12-Aug-2025 16:23
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喜 随 东 风 至 ， 静 待 好 音 来 。
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pkli899
Supreme |
12-Aug-2025 15:17
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喜 从 何 来 ？ ？ | ||||
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Observers
Elite |
12-Aug-2025 14:56
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Gongxi Gongxi! | ||||
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pkli899
Supreme |
12-Aug-2025 09:41
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Ren family shares are held in a trust. Senior & junior Ren are beneficiaries. Now they added junior Ren' s daughter as beneficiary (a below 21 minor). Just that, no new outsider. |
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hokpin
Supreme |
12-Aug-2025 09:07
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Not Ren' s family bought their share meh?
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maxsim
Member |
12-Aug-2025 01:04
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Nothing much just have a new shareholder. https://links.sgx.com/1.0.0/corporate-announcements/UVU6QD49KRZZ3D9B/2c77ccea894f05f64688f11e31a494f8f0c4551ebec9156532cd21fb67bab353 |
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Login20
Master |
11-Aug-2025 21:16
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YZJFH has company annoucement in SGX web FYI | ||||
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pkli899
Supreme |
08-Aug-2025 16:34
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One possibility but I think equal to previous half, if not better. | ||||
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