| Latest Forum Topics / YZJ Fin Hldg Last:0.225 -- |
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YZJFH - potentially rewarding
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ysh2006
Supreme |
05-Nov-2025 13:28
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After bought pray on 18 Nov your Marine share can get 60c: FH can get 60c too lah else lose money... | ||||
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HVRRVH
Elite |
05-Nov-2025 11:49
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You will get 1:1 as long as the purchase is made before end of market day on 9.11.25.
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dexterderc
Senior |
05-Nov-2025 11:44
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I have a very noob question to ask all the gurus here. If I were to make a purchase for this stock today using the poems platform, will I still get the 1:1 placement right shares for yzj maritime? TIA. | ||||
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HVRRVH
Elite |
05-Nov-2025 11:02
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Pre spin off premium wiped out completely now. It is again undervalued but as I said, to accumulate more at $1 level is very difference from accumulating at $0.3 - $0.4 levels. This is market wide correction and worse may yet to come. Do stand by some cash to pick up not only YZJF and YZJM but other good stocks too if they become cheaper. Personally I would not fight the trend and will sit tight and do nothing. Post spin may prove to be good time to accumulate too if the market wide correction persists. | ||||
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s100125
Elite |
05-Nov-2025 10:23
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Getting lower day by day 🤦 &zwj ♂ ️ 😱 😩 ， sad case | ||||
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ysh2006
Supreme |
04-Nov-2025 08:59
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SGX will buyback the marine shares when trading start to give back the owners.....and back charge the shortists or brokering houses...
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pasttime
Supreme |
04-Nov-2025 08:49
Yells: "gold silver are real money. not others iou." |
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those who borrow from their broking house with no special arrangment will probably be under pressure now to return the stock. 4 more trading days including today before x date. 11Nov | ||||
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pasttime
Supreme |
04-Nov-2025 08:43
Yells: "gold silver are real money. not others iou." |
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i do not know for all. think those organized shorts will have arrangement in such case. like compensate a certain amount base on their borrowing contract. any good contract will have exit clause. that will also meant more demand for maritime shares post spin off. as for yzjfh. think will drop in price. the combine price is just all guessing now. to say yzjfh will drop a lot may be wishful thinking. lots of long holders are very low cost. and if can survive till now are not easy to be shake off type. especially it is benefiting from interst rate down cycle. the real selling might be coming from fund manager as can be seen on last week sgx report. well it is year end bonus time. sure can make some profit to benefit their own pocket. |
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HVRRVH
Elite |
04-Nov-2025 08:08
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Any idea what if shortists hold till pass XR? What' s the net effect on their positions?
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HVRRVH
Elite |
04-Nov-2025 08:02
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Fair observation and insight. I think only hard cores are left now but it can be a good thing, less of speculative trades and traders generated usually bias news flow to suit their trades, be it up or down. Spin off more or less a done deal especially once XR on 10.11.25 and the share price is unlikely to move aggressively up or down. It is back to fundamentals and how the share prices for both entities fare in the future depend very much on their earnings and growth. To anchor this thesis, I am looking forward to at least a combined 4 cents dividends from YZJF and YZJM for this FY. I think this is a minimum both companes have to achieve to meet the market' s expectation.
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pkli899
Supreme |
03-Nov-2025 19:57
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Hope to be proven wrong....lol.
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YibaoI
Senior |
03-Nov-2025 18:20
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Key dates include a books closure on Nov, 11 2025 at 5:00 p.m. and the crediting of Yangzijiang Maritime shares to entitled shareholders by Nov, 17 2025, subject to final Singapore Exchange approval. Above mean by 11 Nov one is automatically entitled to maritime shares and can sell yzjfh if you so choose to correct? By 17 Nov will get the maritime shares credited. Personally unless the price goes up to a level I cannot resist I will not sell. Maritime already private placement value at 0.6, meaning once start trading the price will go up quite fast to min 0.8-1 dollar. That put yzjfh at very attractive price even if it goes down when trading start after spin off. I very much doubt it will go down as much as previous as their business model and these few years dividend speak for itself, possibly will go up together with maritime. I will continue to hold both but Dyodd. | ||||
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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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