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YZJ Fin Hldg
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The next journey
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fuzzyshares
Veteran |
04-Dec-2022 14:39
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YZJSH is approaching the pre-split level of 1.50's, even though YZJFH is not doing well, it's a consolation when holding both stocks. While both YZJSH and YZJFH are favourite short selling targets, YZJSH is a retail and momentum stock, more than often positive news carried the stock. Hopefully positive news can carry YZJFH too. Let's see what happens.
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Nippon72
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04-Dec-2022 13:41
Yells: "Dude, is ALWAYS Time in the market than Timing the market! " |
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So how does one interpret this meptahor of yours? To buy SB or FH or both?  
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fuzzyshares
Veteran |
04-Dec-2022 13:33
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A Tale of Two Cities.
The child YZJFH is a spin-off from the father YZJSH. YZJFH is a David Copperfield but it turn out the father is ruled by the son while the son is helmed by the father. Confused? Here's why. Ren Letian is the executive chairman and chief executive of Yangzijiang Shipbuilding, YZJSH. YZJFH, on the other hand is helmed by Ren's father, Ren Yuanlin. One of the morals in A Tale of Two Cities is that things are not always as they seem. Somebody who appears to be no-good and disreputable could become the most righteous person in the world. Individuals who appear to seek justice may be bloodthirsty in the end. |
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MambaFinancial89
Veteran |
04-Dec-2022 13:00
Yells: "Be greedy when others are fearful. " |
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I hope market participants can slowly change their perception of FH being a " Chinese" company. Ex MAS, GIC, EDBI and SGX head honchos, who are all Singaporean and residing in Singapore, are running the company today...
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n3wbie
Elite |
04-Dec-2022 10:43
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If they had done most of the capital deployment when the market was at its low and catch the trough, that would be the most opportune time and yield greatest returns. That being said, it is impossible to sell the highest and buy at the lowest. It is all dependent on the timing of their deployment of capital into securities as they rotate it out of debt instruments. | ||||
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Amateurinvestor
Veteran |
04-Dec-2022 10:40
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High risk play but with SUPER good returns if management of YZJFH can find its way out of the woods, next 5-6 months will be very crucial | ||||
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pasttime
Supreme |
04-Dec-2022 09:05
Yells: "gold silver are real money. not others iou." |
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every business has its opportunities and difficulties. for loan business most important is the ability of the borrower to pay. second the collateral for the loan, aggresive bank has even use statistic like 2 % of this type of borrower will default, then use higher interest to balance off the -ve effect. many other ways.  DI business has been profitable for yzjfh for years. their knowledge, contact in the field is strong. should continue. if risk is now higher then can reduce risk by lending smaller amount and leand to lower risk people. which they have done by reducing the percentage of DI business. do new no better then do old and tested business. no need to change for the people who don' t believe. difficult to win these over. there are people who understand and believe in the DI business. have business update better then no have. more important is an indication of dividend range to expect in may 2023. facts. no buy back since 1 Nov 2022.  it means on a per day basis yzjfh can buy back more shares before they reached agm for a new mandate to buy back. the ability to provide liquidity for short increased.  for traders if short cannot bring down the price to make profit, logical trader will look for better target. or even accumulate and do reverse.    about 6 months to dividend pay out . if 2 cents dividend then the annualised return is > 10%. dyodd |
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sgng123
Supreme |
04-Dec-2022 03:04
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Maybe YZJFH decide to exit DI since it so unpopular with international investors, then maybe we see the real value cos it insane to see mid cap financial company sink so low as YZJFH. We can make do with low dividend as long YZJFH exit DI and stock price recovered to proper valuation. China DI is toxic for international investors, it destroy companies stock capitalisation. |
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Amateurinvestor
Veteran |
03-Dec-2022 23:50
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If news really out next week then timing is impeccable with loosening of lock down measures in China
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sgng123
Supreme |
03-Dec-2022 23:47
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Most likely important news from YZJFH out next week or so since share buyback halt for 1 MTH in accord of buyback mandate of not doing buyback 1 MTH before impt announcement which would affect stock price. Chill everyone since YZJFH alrdy hit rock bottom for no reason, most likely the incoming news gonna be positive. This another extreme case of undervalued Chinese company with respect to the cash hold. YZJ FH current hold no asset, it all DI , cash and financial products. With DI mature 90% next year, it gonna hold even more cash. It kind of getting more and more craze even company founder puzzled by poor market reception.  
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vicloo
Supreme |
03-Dec-2022 13:58
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Hope your prediction comes true... 👍 👍 👍 . Many stucked >40c
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ss2017.
Supreme |
03-Dec-2022 13:20
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YZJFH share price stuck at a lower mid range 31 to 37. Next level 38 to 46 will be in next year.
Since last two months price stayed at lowe range it was the lowest it can go. |
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soeteono
Senior |
03-Dec-2022 11:40
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If yzjsb made 3rdQ update , most likely FH will do likewise . | ||||
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HVRRVH
Elite |
03-Dec-2022 10:01
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From the L& T presentation, the vibe I got is that 3Q update is not a confirm thing. Many companies also didn' t do 3Q update, it is not mandatory. 3Q update or not, so far, there have been constant relese of information for public consumption. I think from these releases, we already can gauge how the company intended to grow and chart their way forward. If we want to know in term of dollars & cents, perhaps can wait till FY results. If there is no 3Q update and as investors we think it is harbinger that the company is not profitable, or not profitable enough, then we should act accordingly.
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Amateurinvestor
Veteran |
03-Dec-2022 08:41
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I hope I am wrong but got a feeling very negative news. Normally no news or late news can only imply that the news is not positive
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vicloo
Supreme |
03-Dec-2022 08:29
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True, if update not meaning and no dividend announcement better no update lol
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n3wbie
Elite |
03-Dec-2022 07:25
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Overall sentiment and confidence towards China appears to be improving as evidenced by the market performance over the past week on the back of gradual easing measures. Lets see what the update shares. | ||||
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sgng123
Supreme |
03-Dec-2022 02:20
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The business update hopefully is meaningful, giving clarity on matured DI next year and moving of cash into sg. The more money injected into sg would boost stock price, best give a timeline on it. Market really hate China DI even though it give very high yield, the less expose yzjfh to it the better for the stock price. Year end 500m most likely would transfer to sg, next year hope more would transfer. DI is poisonous to stock price just by looking how well YZJSH doing after spinoff. IF possible YZJFH should exit DI when 90% mature next year. Lot of financial products giving very decent yield due to aggressive fed rate hike. |
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ss2017.
Supreme |
02-Dec-2022 22:31
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Rmb recovered from 7.32 to 7.02 against USD recently.
Hope rmb is stronger against Singapore dollars then that might be the time to bring in more money to Singapore convert to $S and USD. Let's see their future plans!!
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n3wbie
Elite |
02-Dec-2022 22:10
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Depends if its a good update. It is however voluntary disclosures so in any way it shows that they are trying to demonstrate good governance though the timing seems slightly late as we are now already into Dec - unless the company can give more meaningful and material updates. Would look forward to any insights to how they have deployed capital.
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