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YZJ Fin Hldg
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YZJFH - potentially rewarding
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tch77_pt75
Veteran |
03-Nov-2025 17:38
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Four possibilities (1, 2, 3 and 4):
1- buy now if both (YZJ Marine & Financial Holdings) are anticipated to go up OR 2- Sell now if YZJ Financial Holdings is anticipated to go down, and then buy YZJ Marine on the first trading day itself. 3- Hold or buy now if the anticipation is that the sum before and after the spilt of YZJFH and Marine are the same. 4- Sell now if the anticipation is that both will drop after the spill off since YZJFH dropped over more than 50% during the initial days when first listed and just got recovered this year. From the past history and current last 4 weeks or trending, it seems to imply 2 is likely and 4 is very likely. Maybe big funds not very confident of how the future will be like for these 2 funds! Right or wrong, once spilt, we will know. Also, Ren is no longer the YZJFH Chairman, there might be some tell-tale sign, which I think moving forward, the price will not be good (just like when Vincent was the CEO). Just my view on this counter. |
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pasttime
Supreme |
03-Nov-2025 16:49
Yells: "gold silver are real money. not others iou." |
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prices come down from 1.2 to 1.02 level due to millions of shorts. current price not moving maybe due to shorts doing damage control. ie they place huge sell to block up. and cover along the way. one see more buy up then sell down. |
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Goldfinger
Supreme |
03-Nov-2025 16:37
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As for any new IPO, there could be speculative buying on the first few days. Hope its a good spike then.
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pkli899
Supreme |
03-Nov-2025 16:34
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I based my opinion on the lukewarm response after the official announcement. | ||
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pkli899
Supreme |
03-Nov-2025 16:32
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I would like to believe post spin off, both prices can fly. However, looking at current price, unless next one, two weeks, we see good upwards movement, market think value is there about only. That is to say, post spin off, YZJF will be about 50c & YZJM about 60c. Of course in the long run, prices will depend on their respective performance. |
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pasttime
Supreme |
03-Nov-2025 15:51
Yells: "gold silver are real money. not others iou." |
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post spin off. think maritime should value like yangzijiang shipyard on a price to book level. maybe even more as yzj maritime is a yardless ship builder. they build ship without a controling yard. build on demand and sell on opportunity when urgent buyer exist. so i am expecting $1 for yzj maritime post spin off. yzjfh also not bad as it is benefiting from interest down cycle. in their half year report they reported singapore base credit and cash managed income up 4x. since then 2 more 1/4 percent cut. and usd& cny gaining value versus sgd. plus improving china property market will meant more write back as loan can recovered. so 50 cents valuation for yzjfh is low. potentially interest cut will move principle value up to 8x in time. but also it will not happen over night. over time believe it will. $1+$0.5 and more in time. dyodd |
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JAMMIE
Member |
03-Nov-2025 11:09
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Thanks, very useful information. | ||
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HVRRVH
Elite |
03-Nov-2025 10:56
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I am not sure historically how many times companies listed in SGX through introduction without any prior price references. YZJF was the only one I know. When YZJF spin off from YZJS, there was no price reference and first day trading the price open around $0.69 even thought the NAV was more than $1 at the material time. On the same day and for days and months to come, the price plunged to as low as $0.285 before the venturing of businesses into maritime sector and the upcoming spin off propelled the share price to as high as $1.24 recently. This time round I suspect SGX set conditions and among which could be demanding a reference price point for the spin off company before listing. I made my inference based on the fact that as early as when the spin off announcement was made, it was stated that there will be a private placement and subsequenlty, old Ren mentioned during the spin off EGM that in fact they don' t need any placement as they have enough cash but they do so as SGX' wanted some kind of participation from funds/institutions. I cannot remember the exact wordings by old Ren but something to that effect. To get a reference price point before listing, usually it will involved book building or private placement so in this case, YZJF secured private placement at $0.60 per share. I think SGX want a reference price to ensure more ordely first day trading. Just like Centurion reit and Colliwoo who got listed recently, both set their prices through IPO and since YZJ Maritime is by way of introduction, the next best thing to do is set price reference through placement. So far, all practical news with regard to spin off are out and the price is what it is and did not move much one way or the other. Personally there is nothing to do except wait for spin off finalisation. If the new YZJM price hold at the placement price of $0.6 or above, it will be consider a good start. As for the original YZJF, the NAV post spin off is about $0.54, we can set our own expectations accordingly. | ||
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JAMMIE
Member |
03-Nov-2025 10:23
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But still confused about the price for YFH once the spinoff is complete. If they do a 1-1 split and the recent private placement is around .6, then potentially the YFH price is about .5 only, and the way we have seen their previous spinoffs, the price have dropped for YFH post spinoff, but the other company price has risen. Wil lbe good to get some analysis on this split and price expectations. |
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pasttime
Supreme |
03-Nov-2025 09:06
Yells: "gold silver are real money. not others iou." |
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listing 18 nov. quiet few days for buy back. wonder what is the x date to entitle the spin off shares.
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YibaoI
Senior |
02-Nov-2025 12:26
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don' t think can compare to IFast in that sense, except both ifast and yzjfh is both doing financial products. iFAST and Yangzijiang Financial Holding operate in the financial sector but have fundamentally different business models and areas of focus. iFAST is a service provider that enables wealth management through its digital platform, while YZJFH is an investor that uses its own substantial capital to generate returns from debt and equity investments across different asset classes and regions as long time investor of yzjfh myself i hope it will go up in value and give me the retirement backup i need when i do hit 55 or 65. so far it is doing excellence result |
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ttmmfast
Member |
02-Nov-2025 10:01
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Forgive my ignorance? Is it fair to compare YZJFH or the Future Marine Fund to iFast? Looking at financial Matrix, they are so cheap. | ||
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YibaoI
Senior |
01-Nov-2025 23:45
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Also fundemental have changed since then. previous was property crisis at peak and also investor wanted to sell it to focus on yzjsh. Now yzjfh have proven it can deliver and maritime section also deliver. selling it down will only be at own loss and let other investor pick up and buy at attractive price. Ren also timed the spin off nicely and reduce the placement amount and no more right issue during spin off will serve to stabilize the whole process. dyodd |
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Nippon72
Veteran |
01-Nov-2025 22:23
Yells: "Dude, is ALWAYS Time in the market than Timing the market! " |
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maybe history repeats when YZJSB spins off YZJFH, the price drops as the sum of all parts should be equal. Then one can buy for LT investor for REN to do another YZJFH revival. |
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Goldfinger
Supreme |
01-Nov-2025 20:44
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The shortists in YZJ Financial are dead ducks. 1) The listing of Maritime is sooner than expected. 18 November is very near. 2) The US Port Fees are now exempted for at least 1 year. These should be good for their maritime investments. 3) The small private placement size ensures that there is less dilution and any oversubscription would look good on paper. 4) To get Maritime shares, the easier way is to buy YZJ Financial to get the 1 for 1 Maritime share. I am hanging onto my Financial shares. | ||
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HVRRVH
Elite |
01-Nov-2025 11:25
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On theory we all know how does short works, but in practice, I think none of us know the details unless we are the big players in short. Our type of retails short, a few shares here and there and hope to cover within 2 days or so with monetary value of a few k or even 10 or 20k count for nothing compare to BBs type of short that worth millions if not ten of millions. It always puzzle me who has so many shares to sell to the shorts for them to cover? It appear that for every short trade, the shortist would need days if not months to cover back. The risk is too high if they do not already know before they short that they can cover back within their targeted price and days. I doubt every time they can meet their targets. As a practical case, we can self check how many of us sold any shares from the high of $1.24 to current level? If we do so, we have helped the shortists. Sure, some would have sold to lock in profit and there is nothing wrong and if so, the motivation behind the sale is not because of lack of confident in the prospect of the company but purely to take profits. Perhaps, there is also a need to recapitalise or even spend the money on other needs. On the other hand, long holders would focus on post spin off fundamentals. What we know is YZJF is profitable and post spin off, both companies will continue to be profitable and both have committed to 40% eps payout as dividends. If we have taken our original position in YZJF at the average cost of below $0.40, time is on our side as it is likely that both YZJF and YZJM should trade above this level post spin off. In the light of the spin off, both YZJF and YZJM shoud provide voluntary 3Q updates before end of November and I hope they do so. | ||
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pasttime
Supreme |
01-Nov-2025 08:45
Yells: "gold silver are real money. not others iou." |
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shorts base on mas report 41419447 shares. has gone up quite a few millions. so placement of 8.638m will not help shorts to cover. expecting price to raise as shorts has to cover. dyodd |
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HVRRVH
Elite |
01-Nov-2025 00:03
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Indeed. 0.25% of the enlarged sharebase owing to the proposed placement that would raise about $5.2m with new shares of 8,638,000. A far cry from the initial mentioned $250m. Silent on rights issue, it may still happen though. A few key points: 1) Placement price $0.60 per share 2) Provisional listing of YZJM - 18.11.25 3) Dividend policy - Maintain at 40% of EPS 4) Accounting currency for YZJM seems to be in USD, I don' t quite like it as USD is getting weaker by the day 5) NAV of about SGD$0.58 per shares Management is telling the market that placement price is above NAV, not sure what will the effect be as the placement size is very small at 0.25% of the enlarged sharebase. That' s why I think there may still be a right issues especially if post listing the share price stay above $0.60. Soon have to open a new thread on YZJM as already, some seems to be confused that placement is to YZJF and concern of YZJF' s share price tanking. With YZJM aiming for open market price of at least $0.60 as can be seen from the placement price, nobody know what will be YZJF' s share price be on 18.11.25 if YZJM indeed list on that day as per announcement. Post spin off, YZJF' s NAV should be about SGD$0.54 so I guess we can set our expectations accordingly.
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YibaoI
Senior |
31-Oct-2025 23:37
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Maybe let the more experience ppl summarize hehe. I hoping the price should shot up next week. Likely going to at least 1.2-1.4 They pricing maritime at 60 cents after spin off and consider that a good price so likely after spin off the price for maritime is around 66-72 cents? Then yzjfh shares should be at least 70-90 cents after spin off? Anyway waiting for the experience ppl here to explain. I am only guessing lol. Dyodd | ||
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tch77_pt75
Veteran |
31-Oct-2025 23:36
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No wonder why the YZJFH share price did not go up lately.
Could be due to the spilt and change of top leadership in YZHFH? Can the new Executive Chairman Liu Hua continue to drive the YZJFH share price up? |
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