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YZJ Fin Hldg
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YZJFH - potentially rewarding
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Tob231
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04-Mar-2026 09:28
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according to survey, after last year measures, developers are building " good houses" - quality. it is a wise move by management to hold back in lending, and waiting for the good opportunity. accumulation imho |
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Chansenghoe1971
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04-Mar-2026 09:13
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Gentlemen don worry
Real estate in China is recovering speedily this year AI is driving it creating or re creating lots of jobs So people have jobs and can repay loan now These provisions will be written back in due time Hold |
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pasttime
Supreme |
04-Mar-2026 05:55
Yells: "gold silver are real money. not others iou." |
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buyingpower of huge cash pile increasing as equities prices fall due to isreal/us attack on iran close of critical point in oil sea route. |
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like2learn
Veteran |
03-Mar-2026 23:33
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According to the press release : &ldquo The recognition of FY2025 allowances reflects prevailing market conditions and aligns our portfolio valuations on a more conservative basis. https://links.sgx.com/FileOpen/YZJFH%20FY2025%20PR_final_28022026.ashx?App=Announcement& FileID=876932 Wld like to consult the sifus here - so the allowances recognition is based on current mkt situation, so if moving fwd, the mkt conditions worsen *touch wood*, does it mean there will be further credit loss allowances for the DI ? |
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MossGatherer
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03-Mar-2026 23:01
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Agree with this, I double down on 8YF and decided to hold even though I initially bought this for the dividend.
Just wondering how much can Ren play a part in directing YF8.
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HVRRVH
Elite |
03-Mar-2026 17:37
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Yes. Share price performance extremely weak since spin off. Surgical move, i.e., provision for credit losses to remove cancelleous cell did not seem appealing to investors at large. Company also seems don' t know where to put its huge cash in hands after the fail Shanshan bid. Restructuring take time and $0.25 is not a far fetch scenario. Nevertheless, huge cash and NAV per share of $0.50 provide some reassurance. The problem with current managemenet is that they have to deal with the legacy DI before moving forward. They did with the $290.9m provision, which I did not expect or else I wouldn' t have added to my holding post spin off. Resuting from the huge provision, they chose not to pay dividend and this further affect investors' appetite. Everything has been reset now, no more or big credit loss allowance is expected and dividend is also expected to restart for this FY. Investors just need to see the management put the cash piles to work soon. They have no excuse now with $290.9m credit loss allowance, no more NPL distration so if they still don' t know what to do with their huge cash [I will give them 1 year], then personally I will start reconsider my position. We should not fall in love with our stocks.
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Sgvale
Supreme |
03-Mar-2026 16:56
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0.25 cooking coming | ||||
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pasttime
Supreme |
03-Mar-2026 16:52
Yells: "gold silver are real money. not others iou." |
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seperating good and bad part of the business always benefits share holders. as good part normally got under value due to bad part of business. example. sembcorp spit out semb marine. price raise and raise from low teens to $5+ yzj ship building spit out yzjfh with the di part view as no good from their share holders. so when the good part report good business. share price raise and raise. poor yzjfh stuck with bad DI with china property collateral. but maritime business was on cyclical up. so spit out the good and share holders benefited. hope later yzjmaritime will be like other good part of business grow and grow. so poor yzjfh still stuck with bad china DI . how ? good move to provide for it and take a 1 time hit on share price. after that no more bad DI. then it will grow according to their investment return. under trump interest sure go towards zero again. are you ready. but buy already must be able to hold cause it will not bear fruits immediately. but something like 1 year or more. as interest will start falling soon with new feb chair. will wayang a bit but cut is sure one. for us cannot afford the high interest for too long. even the war with iran as well. |
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Chansenghoe1971
Elite |
03-Mar-2026 16:48
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This one had rebooted and poised for rebound | ||||
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kt3152
Supreme |
03-Mar-2026 16:35
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Today is t+4... contra players need to sell....let's it settle down.... | ||||
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pasttime
Supreme |
03-Mar-2026 16:19
Yells: "gold silver are real money. not others iou." |
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china property market recovering. especially those in tier 1 cities near good school one. just hold collateral since mostly provided. sell slowly later can have surprise of better value. and a write back. |
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pasttime
Supreme |
03-Mar-2026 16:11
Yells: "gold silver are real money. not others iou." |
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it is a kitchen sinking exercise to clear out potential bad later. good move. don' t believe please sell now or your heart not with this later will become cheaper. i believe at buying cash at discount. so slowly eat as price go down. in a 3 years time frame. likely to make money. if cannot we can ask if possible to liquidate to get all the cash different. |
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Chansenghoe1971
Elite |
03-Mar-2026 16:11
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He had likely thrown in the kitchen sink
The provision is not unexpected as China Real estate had not been well. However recently it is seeing some recovery Cash value per share is 0.18 / 0.19 No debts
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finjungle
Veteran |
03-Mar-2026 15:57
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It is unbelievable that there' s a loss after the Maritine segment was spin off. The impairment of debts totalled S$290.50million translating into approximately RMB1.45 BILLION. Isn' t this incredibly? Has the economic and real estate environment turned so so bad in 2025 over 2024? Ms Liu Hua has lots to answer!!!
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Winnertakeall
Elite |
03-Mar-2026 11:42
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The Edge Singapore YZJ Financial reports $5.2 mil loss in FY2025 on ECL allowances YZJ Maritime makes net profit of US$129.7 mil https://www.theedgesingapore.com/capital/results/yzj-financial-reports-52-mil-loss-fy2025-ecl-allowances-yzj-maritime-makes-net |
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Tob231
Elite |
03-Mar-2026 09:31
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The Chinese bamboo tree story is a parable about patience, persistence, and invisible growth. A farmer plants seeds, watering and fertilizing them daily for four years with no visible results. In the fifth year, the bamboo grows up to 90 feet in just six weeks, having spent years developing a massive, hidden root system |
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Winnertakeall
Elite |
03-Mar-2026 09:29
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SGX volume on shortsell yesterday 2/3/2026 was 10,331,400 |
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Jack008
Member |
03-Mar-2026 06:48
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Their cash majority is RMB, I don' t think they will do share buyback in short term. Above may is one reason they didn' t give dividends for this year.
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MossGatherer
Member |
02-Mar-2026 23:19
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I think Ren doing SBB to address the issue of not paying dividend for YF8 as well as the $0.005 payout for 8YZ.
I bought YF8 (Bought at 0.34) for the dividends, 8YZ was a good bonus. Looking at the current outcome, I am incline to sell and reinvest if not for the SBB. The other thing is as you said YF8 is healthy and willing to bet on China's recovery as well.
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Tob231
Elite |
02-Mar-2026 18:31
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Hvrrvh, I did not say no need to have any SBB anymore. What i meant is at this point in time (now) would send the wrong signal, when they are taking a large credit provisions and reassessing portfolio risks. After the process has taken its course, with the balance sheet clean-up and so forth, I am sure they will, when it is necessary to do SBB. at this moment, the market will find its equilibrium. YZJFH is financially very healthy imho |
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