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Latest Forum Topics / YZJ Fin Hldg    Last:0.22    -0.005  Post Reply
YZJFH - potentially rewarding

LoudShout
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28-Apr-2025 16:47     
 
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 Alert Admin 		Not Keppel Corp.    Only weak co.

easywin      ( Date: 28-Apr-2025 11:41) Posted:

SGX market any counters got announments are good to short especially morning open at much higher than the previous closed price 

LoudShout      ( Date: 28-Apr-2025 11:08) Posted:

Looks likd another damp squid.  Like the private placement at 72 cents.  Running out of ideas?
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MrBear12
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28-Apr-2025 12:01     
 
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 Alert Admin 		Makes sense.

Joelton      ( Date: 28-Apr-2025 11:53) Posted:

Yangzijiang Financial exploring possibility to spin off maritime investment business
Proposed listing on SGX will be by way of introduction company says it has not formally consulted SGX-ST
 
[SINGAPORE] Yangzijiang Financial Holding : YF8 +1.45% is exploring the possibility of spinning off its maritime investment segment into a newly incorporated company to be listed separately on the mainboard of the Singapore Exchange.
 
The group said on Sunday (Apr 27) that the proposed transaction would involve transferring its maritime investment assets into a new entity (spin-off group) to be listed by way of introduction.
 
The plan is to establish the spin-off group as a pure-play maritime fund manager, with the remaining group (legacy group) continuing its focus on funds, diversified asset management capabilities, and investment operations.
 
Yangzijiang Financial&rsquo s executive chairman and chief executive officer Ren Yuanlin is set to lead the spin-off group.
 
&ldquo This is a natural evolution of our strategy. Our maritime business is ready to stand on its own, backed by strong fundamentals and a clear vision for expansion,&rdquo explained Ren. &ldquo By separating our maritime segment from Yangzijiang Financial&rsquo s investment platform, we will be better positioned to pursue focused growth while delivering enhanced value to shareholders.&rdquo
 
In sum, the proposed spin-off and listing will create &ldquo two separate listed company groups to pursue more targeted business strategies and accelerate growth&rdquo , Yangzijiang Financial said. The exercise will allow for more efficient capital allocation, tailored to the differing strategies of each business.
 
Yangzijiang Financial informed that it has not formally consulted the Singapore Exchange Securities Trading Ltd (SGX-ST) on the proposed spin-off and listing, and no definitive decision has been made.
 
Completion is targeted within six to 12 months.
 
The group will be appointing SAC Capital as financial adviser and issue manager for the proposed spin-off and listing.
 
Elaborating on its plans, Yangzijiang Financial noted: &ldquo The spin-off group will function as a dedicated maritime investment platform, focusing on unlocking value across the entire maritime value chain. From finance leasing and brokerage services to broader investment participation, the spin-off group aims to capitalise on its expertise in both shipbuilding and investment to proactively capture high-growth opportunities in the maritime industry, thereby generating sustainable long-term value for its shareholders.&rdquo
 
The legacy group will continue its focus on funds, diversified asset management capabilities, and investment operations. Yangzijiang Financial added: &ldquo Leveraging Singapore as a strategic hub, the entity is well-positioned to capture growth opportunities in South-east Asia&rsquo s emerging investment landscape.&rdquo
 
Operationally, each company group will benefit from greater agility, streamlined decision-making, and clearer governance. Both will be better equipped to pursue sector-specific partnerships, co-investments, and capital-raising initiatives, Yangzijiang Financial added.
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Joelton
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28-Apr-2025 11:53     
 
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Yangzijiang Financial exploring possibility to spin off maritime investment business
Proposed listing on SGX will be by way of introduction company says it has not formally consulted SGX-ST
 
[SINGAPORE] Yangzijiang Financial Holding : YF8 +1.45% is exploring the possibility of spinning off its maritime investment segment into a newly incorporated company to be listed separately on the mainboard of the Singapore Exchange.
 
The group said on Sunday (Apr 27) that the proposed transaction would involve transferring its maritime investment assets into a new entity (spin-off group) to be listed by way of introduction.
 
The plan is to establish the spin-off group as a pure-play maritime fund manager, with the remaining group (legacy group) continuing its focus on funds, diversified asset management capabilities, and investment operations.
 
Yangzijiang Financial&rsquo s executive chairman and chief executive officer Ren Yuanlin is set to lead the spin-off group.
 
&ldquo This is a natural evolution of our strategy. Our maritime business is ready to stand on its own, backed by strong fundamentals and a clear vision for expansion,&rdquo explained Ren. &ldquo By separating our maritime segment from Yangzijiang Financial&rsquo s investment platform, we will be better positioned to pursue focused growth while delivering enhanced value to shareholders.&rdquo
 
In sum, the proposed spin-off and listing will create &ldquo two separate listed company groups to pursue more targeted business strategies and accelerate growth&rdquo , Yangzijiang Financial said. The exercise will allow for more efficient capital allocation, tailored to the differing strategies of each business.
 
Yangzijiang Financial informed that it has not formally consulted the Singapore Exchange Securities Trading Ltd (SGX-ST) on the proposed spin-off and listing, and no definitive decision has been made.
 
Completion is targeted within six to 12 months.
 
The group will be appointing SAC Capital as financial adviser and issue manager for the proposed spin-off and listing.
 
Elaborating on its plans, Yangzijiang Financial noted: &ldquo The spin-off group will function as a dedicated maritime investment platform, focusing on unlocking value across the entire maritime value chain. From finance leasing and brokerage services to broader investment participation, the spin-off group aims to capitalise on its expertise in both shipbuilding and investment to proactively capture high-growth opportunities in the maritime industry, thereby generating sustainable long-term value for its shareholders.&rdquo
 
The legacy group will continue its focus on funds, diversified asset management capabilities, and investment operations. Yangzijiang Financial added: &ldquo Leveraging Singapore as a strategic hub, the entity is well-positioned to capture growth opportunities in South-east Asia&rsquo s emerging investment landscape.&rdquo
 
Operationally, each company group will benefit from greater agility, streamlined decision-making, and clearer governance. Both will be better equipped to pursue sector-specific partnerships, co-investments, and capital-raising initiatives, Yangzijiang Financial added.
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easywin
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28-Apr-2025 11:41     
 
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 Alert Admin 		SGX market any counters got announments are good to short especially morning open at much higher than the previous closed price 

LoudShout      ( Date: 28-Apr-2025 11:08) Posted:

Looks likd another damp squid.  Like the private placement at 72 cents.  Running out of ideas?
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LoudShout
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28-Apr-2025 11:08     
 
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 Alert Admin 		Looks likd another damp squid.  Like the private placement at 72 cents.  Running out of ideas?
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easywin
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28-Apr-2025 09:43     
 
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 Alert Admin 		Singapore GE + world markets volatility short got good winning chances 

hokpin      ( Date: 28-Apr-2025 09:31) Posted:

Shortist won this morning!

easywin      ( Date: 28-Apr-2025 09:28) Posted:

Shorted 725/730 look like good winning chance
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hokpin
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28-Apr-2025 09:31     
 
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 Alert Admin 		Shortist won this morning!

easywin      ( Date: 28-Apr-2025 09:28) Posted:

Shorted 725/730 look like good winning chance
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easywin
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28-Apr-2025 09:28     
 
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 Alert Admin 		Shorted 725/730 look like good winning chance
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sgng123
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28-Apr-2025 09:07     
 
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 Alert Admin 		Big bear donald trump. If he strike again... blood flow. Now too risky to load anything. The calm before big tsunamis. Uncle Ren throw out spin off news to stabilise stock price.
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pasttime
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28-Apr-2025 08:55     
 
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Yells: "gold silver are real money. not others iou."
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 Alert Admin 		bear bear enter valley to look for food.
now people set fire in valley. bear bear run for it' s life.
bull look at your front.
own time own target. fire..
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sgng123
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28-Apr-2025 06:11     
 
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 Alert Admin 		Hold with whatever u had and stay sideline.
Trump playing with market crash on tariff flip flop to benefit from it.
His friends shorting market and make fast buck on his tariff flip flop.
Remember it his last tenue as president, now make as much as possible businessman instinct.
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sgng123
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28-Apr-2025 05:58     
 
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 Alert Admin 		Most likely it follow fate of yzj shipping and yzjfh spinoff.
Stock price rising before spinoff news announced and stay stagnant.
This time round should place bet on yzj maritine fund as it give higher ROE and purely SG asset no china DI.
But too bad it list by way of introduction.
Tariff relief left 2mth, after market gona crash again.
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volvo125
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28-Apr-2025 02:03     
 
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 Alert Admin 		When INEDir Leon Yee responded to my " spin Off" question during the AGM that the intention is still well on the table, my thought was the deal will come very quickly due to the escalating US ports drama. The persistent refusal to SBB and the decisive cancellation of all TS after the strategic investors aborted the deal could now explain RenYL intention to consolidate cash as well as to give the 2 new listed entities a clean start without the TS complication.

YFHL (Legacy) and YFHM (Maritime) both have their own merits. YFHL is a steady profit stream business and note that there is inherently a potential write back of up to ~$250mil NPL provision as the remaining 30%/30% NPL get sorted out in FY25 and FY26 based on RenYL guidence during the AGM. YFHM is a high growth business and is going to be led by RenYL so we could really expect to see a lot of explosive sparks going forward.

Meanwhile, let' s see if this YFH spin off will mirror the earlier YSB 2022 spin offf price trajectory path .... 

Deep value investing to reap outsized gains needs a strong heart and extreme patience. Do not be surprise that BBs attempting to accumulate at the lowest possible costs will throw us into a series of fear mongered roller coaster rides during the next 6~12 months. The US tariffs drama and TBills yield escalating fear will definitely heighten the fear guage. Have fun.

 

volvo125      ( Date: 26-Mar-2025 03:00) Posted:

0.86 is probably the near term immediate mega hard resistance wall waiting in line if YFH is " allowed" to cross the next psychological barrier at 0.80 ( which is just 6 bids away), between now to AGM and the last day cum dividend. 

I believe the current price at ~0.66x or higher going foward will correct ( correction could likely be significant due to the previous 2 month+ of very persistent steep rise ) beyond ex dividend pending the 1H25 release by early~mid Aug, however, If RenYL were to throw out any more signals on spin off again (eg announcement ) any time from now to AGM or to last day cum dividend or before 1H25 update, YFH will crush the 0.86 wall in no time.

Back in early 2022 till the point of YSB/YFH spin off by 21 Apr 2022, I vaguely remember YSB price hit as high as ~1.78 and closed once highest at 1.76 against its NAV 1.96, which was 90% of its NAV then. YSB last day cum spin off closed at 1.54, which was ~79% of its NAV.

Taking vaguely and crudely, the first YSB/YFH spin off as reference, if YFH1/YFH2 spin off is again signaled, we might be looking forward to YFH hitting 1.05 ( 90% of its NAV) in the near term months ahead and probably retrace back to ~0.94 or higher at the point of spin off. 

I believe the spin off narrative is quietly at play in the background. YFH price has moved too hastily and too soon towards the 4.5% dividend yield target 0.77, very much well before the AGM and last day cum dividend.

Why big boys are accummulating so loudly at such a hasty pace ? Becasue the price now is likely still very undervalued if the spin off narrative is indeed incubating. From 0.77 to 0.94 to 1.05, there is still a very steep final 36% upside to 1.05, with multiple profiting opportunities to distribute and reload again and again along the path till 1.05 and then back to the likely final retracement price probably at ~0.94.

If the US market does get into a period of persistent crashes in the weeks ahead, the seemingly ongoing spin off accumulation trajectory of YFH could be temporarily derailed but as long as the spin off narrative is still " believed" to be in force, we would still see YFH heading towards the ~0.94 to ~1.05 or even beyond in the near term.

If the spin off narrative is indeed still incubating and in force, fear mongering will defnitely set in repeatedly when prices enter into the 0.80 and 0.90+ so as to absorb all the liquidity by weeding off all the nervous weak hands and stale bulls because YFH prices repeatedly intrude into the no man' s land of ATHs ( all time highs ). Long holders ought to have a very strong heart and extreme patience to counter these fear mongering attacks.

If the spin off narrative is indeed still in force, I do not think RenYL will take too long to make it happen. Why ? With US now escalating the shipping and maritime aggressions towards China, RenYL will want to split YFH into, say YFH1 (DI, Pte Credit, P& PE, FundMgt) and YFH2 (MF, Maritime Assets and Svc) quickly to tackle the very real impending geo political changes affecting the maritime domain. While both YFH1 and YFH2 are listed SG coy, YFH1 will still have capital deployed in both China (DI, P& PE) and SG (Pte Credit, P& PE, FundMgt), but YFH2 capital funding the Maritime Funds and maritime business and svc are all based out of SG and purely SG capital. Being a pure SG listed coy, YFH1 partners with both Chinese and Angmoh alliances to provide maritime svc in different geograpical regions. For the US market, YFH1 as a pure SG listed coy is free to work with Angmoh alliances to acquire non Chinese built vessels to overcome the punishing port charges. 

This is just my reading of YFH and my speculation based on the ongoing price volume actions. I could really be wrong or deluded but I will continue to stake my money at where my mouth is. I am sharing my thoughts to all the Long holders here as I myself am a deep value seeking Long holders looking for longer term outsized gains. I hope all the Long holders here in SJ could reap in as much gains as I already have in YFH. 

One more thing, by the way, let' s not be too carried away with the TP $1.80~2.30 from this Next Insight article :-  https://www.nextinsight.net/story-archive-mainmenu-60/948-2025/16075-spin-off-success-story-stock-surges-77-to-record-fund-manager-sees-more-value. The writer assumes a 15% ROE to give a EPS of 0.18 in the 1st TP and a 50% borrowing at NTA in the 2nd TP. YFH ROE in FY24 was just 7.2% and I really do not see YFH achieving an ROE even > 10% anytime soon. As at end FY24, YFH has $1.812B in Cash Mgt with $506m already in Maritime assets. Maritime Fund (MF) has a declared target of Usd600m and the new Maritime Svc (MS) has a target of Usd300m (circular dated 28 May 2024). Assuming MS is not part of MF so the total capital to be deployed will be Usd900m or Sgd1.2B. With all the maritime assets now valuing at $506m, YFH would still have $700m yet to deploy to MF and MS. I believe YFH is not short of cash, in fact, YFH has a lot of cash but has problems finding attractive projects to quickly deploy the cash. So why would YFH go on a borrowing spree of 50% of its NTA or ~$2.1B at an assumed 6% interest to increase its cash holding if the coy is already holding on so much idle cash now, and some more expecting a 60% retained profit ploughing back to the NTA pool YOY ? I do not know who is the NI writer but I certainly think his assessment on YFH fundamental is too shallow.

For those who are at the Short end, ignore this post if you think I' m talking nonsense.
 

volvo125      ( Date: 21-Mar-2025 11:45) Posted:

The road to 0.77 is now probably taking place !

With market now interpreting Jerome P latest dots plot that Fed rates are gunning towards at least 2 cuts to 4.0% by end 2025, yield expectations across the board will fall accordingly, such as ... new SG T bills will fall below 2.0%, new SG fixed deposits will go under $1.5%. The new lower yield expectation on YFH with its NPL risk premium lifted could now theoretically hit 0.86, assuming RenYL could at least maintain or better a DPS 0.0345 for FY25, a conviction that he had expressed during the recent Lim& Tan webinar. 
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Goldfinger
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27-Apr-2025 22:29     
 
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 Alert Admin 		Any chance to gap up tomorrow? This was unexpected news.  Hope they may otherwise give existing YZJFH holders some distributon of the new spin off shares too, like what YZJSB did for YZJFH.

hokpin      ( Date: 27-Apr-2025 22:08) Posted:

Good. Luckily added some more when it was below 700!

pkli899      ( Date: 27-Apr-2025 21:52) Posted:

Listing by way of introduction means similar to how YZJFH was done.
Hence, we will have both
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hokpin
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27-Apr-2025 22:08     
 
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 Alert Admin 		Good. Luckily added some more when it was below 700!

pkli899      ( Date: 27-Apr-2025 21:52) Posted:

Listing by way of introduction means similar to how YZJFH was done.
Hence, we will have both.

hokpin      ( Date: 27-Apr-2025 20:14) Posted:

So spin off, would be entitled for both counters
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pkli899
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27-Apr-2025 21:53     
 
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 Alert Admin 		Haha, no intention of selling la.
I keeping for long term.

ayahiro      ( Date: 27-Apr-2025 20:09) Posted:

Lucky you forgot, else you go sell after XD then going to cry liao 😅 😅

pkli899      ( Date: 25-Apr-2025 13:50) Posted:

Sorry all, totally forgotten about XD being the reason for the fall.
Thanks Winnertakeall, ayahiro and pasttime for answering my doubt.
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pkli899
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27-Apr-2025 21:52     
 
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 Alert Admin 		Listing by way of introduction means similar to how YZJFH was done.
Hence, we will have both.

hokpin      ( Date: 27-Apr-2025 20:14) Posted:

So spin off, would be entitled for both counters?

ysh2006      ( Date: 27-Apr-2025 18:09) Posted:

Very soon they spin off two company one marinetime business and one normal finance business.. all will be listed in Sgx.. Think one may trade higher than the other not lead by Mr Ren
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pkli899
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27-Apr-2025 21:49     
 
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 Alert Admin 		Yes, we should see first reaction tomorrow.
Follow by 2nd round of up swing when they finalise the listing date.
How high will it go in total?
On par with NAV or at a premium?

HVRRVH      ( Date: 27-Apr-2025 14:35) Posted:

Should reclaim $0.81 soon and may head higher. Hopefully final price before spinoff is at least 95-105% of NAV.

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RedAnt
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27-Apr-2025 20:52     
 
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 Alert Admin 		you still get the dividend when you sell at XD. due to the latest new, coming Monday, the stock should raise.

ayahiro      ( Date: 27-Apr-2025 20:09) Posted:

Lucky you forgot, else you go sell after XD then going to cry liao 😅 😅

pkli899      ( Date: 25-Apr-2025 13:50) Posted:

Sorry all, totally forgotten about XD being the reason for the fall.
Thanks Winnertakeall, ayahiro and pasttime for answering my doubt.
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hokpin
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27-Apr-2025 20:14     
 
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 Alert Admin 		So spin off, would be entitled for both counters?

ysh2006      ( Date: 27-Apr-2025 18:09) Posted:

Very soon they spin off two company one marinetime business and one normal finance business.. all will be listed in Sgx.. Think one may trade higher than the other not lead by Mr Ren.

pkli899      ( Date: 25-Apr-2025 13:50) Posted:

Sorry all, totally forgotten about XD being the reason for the fall.
Thanks Winnertakeall, ayahiro and pasttime for answering my doubt.
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