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BinderyT Elite	08-Mar-2024 12:26        BinderyT About Contact  Quote this Post!
x 0   x 0  Alert Admin	Theory, u r right.   Reality - if this is Berkshire, making tons of money and can' t find a better company to invest, then yes.   But this is FH, making 5% ROE and therefore should be focused on deploying its cash to generate returns. volvo125      ( Date: 08-Mar-2024 10:32) Posted: Eh ....not exactly true in the case of YFH because the SBB is conducting at very, very steep discounts of ~70%. The coy is paying a mere ~30% to buy back its own deeply undervalued assets that are still generating at least 5.1% ROE. Furthermore, with a very high $1.6b Cash/YP sitting around and earning just cash or yp returns and still unable to be productively deployed to earn a return that could keep pace with DI or at least MF, SBB at the current steep discount is still the best decision for shareholders. uiop1223      ( Date: 08-Mar-2024 10:13) Posted: A good biz exists not to do share buyback. Its wasting the cash of shareholders
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BinderyT Elite	08-Mar-2024 12:17        BinderyT About Contact  Quote this Post!
x 0   x 0  Alert Admin	Much higher.   The acceptable range for finance companies is 12-15%.   Within this range, market will accept P/B close to 1.   Anything below 10%, your book value gets heavily discounted. volvo125      ( Date: 08-Mar-2024 10:17) Posted: I think the market expectation on YFH is much higher at ~8%. At a total equity of $3913m, YFH ROE is 5.16%. The expectation is probably at least an NPAT of ~$320m or ~8 2% ROE. BinderyT      ( Date: 08-Mar-2024 09:47) Posted: 5% ROE.   That' s the ultimate measurement of earning performance
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pursuer76 Veteran	08-Mar-2024 11:30        pursuer76 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Traders and/or SS playing with this counter. Buy up 1 bid then sell down 1 bid. The only thing holding the price is the SBB.
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pursuer76 Veteran	08-Mar-2024 11:10        pursuer76 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Think SBB parking at 0.32. For now, it won' t go below unless got daredevil short 10m+ shares at one go.
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volvo125 Master	08-Mar-2024 10:32        volvo125 About Contact  Quote this Post!
x 2   x 0  Alert Admin	Eh ....not exactly true in the case of YFH because the SBB is conducting at very, very steep discounts of ~70%. The coy is paying a mere ~30% to buy back its own deeply undervalued assets that are still generating at least 5.1% ROE. Furthermore, with a very high $1.6b Cash/YP sitting around and earning just cash or yp returns and still unable to be productively deployed to earn a return that could keep pace with DI or at least MF, SBB at the current steep discount is still the best decision for shareholders. uiop1223      ( Date: 08-Mar-2024 10:13) Posted: A good biz exists not to do share buyback. Its wasting the cash of shareholders
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volvo125 Master	08-Mar-2024 10:17        volvo125 About Contact  Quote this Post!
x 0   x 0  Alert Admin	I think the market expectation on YFH is much higher at ~8%. At a total equity of $3913m, YFH ROE is 5.16%. The expectation is probably at least an NPAT of ~$320m or ~8 2% ROE. BinderyT      ( Date: 08-Mar-2024 09:47) Posted: 5% ROE.   That' s the ultimate measurement of earning performance. SAVIORFOREVER      ( Date: 08-Mar-2024 09:29) Posted: So where does the problem lies? Trade with awareness and DYODD
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uiop1223 Supreme	08-Mar-2024 10:13        uiop1223 About Contact  Quote this Post!
x 0   x 0  Alert Admin	A good biz exists not to do share buyback. Its wasting the cash of shareholders
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volvo125 Master	08-Mar-2024 10:10        volvo125 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Agree ... buy consistently up, or at least regularly, at within the sgx rule 105% 5-day moving average price to take out the excess liquidity of those zombie shares. However, it is still very much the long term stability of YFH future earning prospect in terms of EPS or ROE that will sustainably lift the price up. YFH must quickly find and develop new steady state income streams with attractive returns that could at least keep pace with the scaled down DI returns. pasttime      ( Date: 08-Mar-2024 09:39) Posted: with share buy back as defendingn power. just need to shift protect price up bit by bit will be enough to move price up in long term. like 0.325, 0.33, 0.335, 0.34 etc for every 1-2 weeks. establishing an up trend. that in itself will attract buyers to fight the shorts. ​ dyodd
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BinderyT Elite	08-Mar-2024 09:47        BinderyT About Contact  Quote this Post!
x 0   x 0  Alert Admin	5% ROE.   That' s the ultimate measurement of earning performance. SAVIORFOREVER      ( Date: 08-Mar-2024 09:29) Posted: So where does the problem lies? Trade with awareness and DYODD eddyeddy      ( Date: 08-Mar-2024 09:13) Posted: The fact is that even before cancelling the shares , NAV was more than $1.00 , share price also not reacting to it.
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pasttime Supreme	08-Mar-2024 09:39        pasttime About Contact  Quote this Post!   Yells: "gold silver are real money. not others iou."
x 0   x 0  Alert Admin	with share buy back as defendingn power. just need to shift protect price up bit by bit will be enough to move price up in long term. like 0.325, 0.33, 0.335, 0.34 etc for every 1-2 weeks. establishing an up trend. that in itself will attract buyers to fight the shorts. ​ dyodd
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SAVIORFOREVER Supreme	08-Mar-2024 09:29        SAVIORFOREVER About Contact  Quote this Post!
x 0   x 3  Alert Admin	So where does the problem lies? Trade with awareness and DYODD eddyeddy      ( Date: 08-Mar-2024 09:13) Posted: The fact is that even before cancelling the shares , NAV was more than $1.00 , share price also not reacting to it.
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eddyeddy Master	08-Mar-2024 09:13        eddyeddy About Contact  Quote this Post!
x 0   x 0  Alert Admin	The fact is that even before cancelling the shares , NAV was more than $1.00 , share price also not reacting to it.
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SAVIORFOREVER Supreme	08-Mar-2024 09:05        SAVIORFOREVER About Contact  Quote this Post!
x 0   x 2  Alert Admin	Not much impact cancelling the shares. Trade with caution no contra buy no short and DYODD
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lailai Elite	08-Mar-2024 08:55        lailai About Contact  Quote this Post!
x 0   x 0  Alert Admin	tink s-chip not many wanto stay long except to punt.jus opnn.  HVRRVH      ( Date: 08-Mar-2024 00:08) Posted: Ture haha. But it is still good to see if market react positively to the development. That' s will do the profile of the stock/YZJF tremendous good.  volvo125      ( Date: 07-Mar-2024 23:38) Posted: Aiyo ... nevermind the price in the short term lah ... This 7% shares cancellation is a good permanent corporate action that enhances shareholder value as well as permanently takes out the excess zoombie shares. It also implies that YFH really meant what they had earlier declared and has the financial might to do it. And, nobody will ever doubt YFH doing it again when the SBB linit again hit 10% limit in the future
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SAVIORFOREVER Supreme	08-Mar-2024 08:55        SAVIORFOREVER About Contact  Quote this Post!
x 0   x 2  Alert Admin	Just park at 32 until May. Trade with expectation and DYODD sgng123      ( Date: 08-Mar-2024 08:32) Posted: SBB need to be more consistent and aggressive since treasury stock would be cancel once 10%  hit. Bring down total float to 3 biliion share in 2024 then it gona be funny lol.
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sgng123 Supreme	08-Mar-2024 08:32        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	SBB need to be more consistent and aggressive since treasury stock would be cancel once 10%  hit. Bring down total float to 3 biliion share in 2024 then it gona be funny lol.
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pasttime Supreme	08-Mar-2024 07:11        pasttime About Contact  Quote this Post!   Yells: "gold silver are real money. not others iou."
x 0   x 0  Alert Admin	cancel shares to regain ability to do share buy back is a positive move. but don' t waste the strength. share buy back is defend strength. need to have external buy up stregth to move share price up permanently. remember aim it to reduce strength of shorts and turn them to long. pure share buy back will give more strength to shorts. dyodd
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HVRRVH Elite	08-Mar-2024 00:08        HVRRVH About Contact  Quote this Post!
x 0   x 0  Alert Admin	Ture haha. But it is still good to see if market react positively to the development. That' s will do the profile of the stock/YZJF tremendous good.  volvo125      ( Date: 07-Mar-2024 23:38) Posted: Aiyo ... nevermind the price in the short term lah ... This 7% shares cancellation is a good permanent corporate action that enhances shareholder value as well as permanently takes out the excess zoombie shares. It also implies that YFH really meant what they had earlier declared and has the financial might to do it. And, nobody will ever doubt YFH doing it again when the SBB linit again hit 10% limit in the future. HVRRVH      ( Date: 07-Mar-2024 23:10) Posted: Straightforward calculation tells us that 3 cents have been added to the value of existing shares, i.e., value of shares / existing shares = $105, 271, 857.16 / 3, 540, 339, 320 = 0.03. But the market is sophisticated so am not expecting to see share price move up to 35 cents but we shall see.
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sgng123 Supreme	07-Mar-2024 23:45        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	When SBB start in 2022, a lot of shortist doubt it and expect stingy Ren to never cancel it. That give them the gut to short it for 2 years. Canceling 7% just beginning, SBB should start to get aggressive every trading day 3mil lol. Big chuck of borrowed short position never cover but get piled over with new short. Try that in America, Gamestop is the example, shortist lost over billion on that.
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volvo125 Master	07-Mar-2024 23:38        volvo125 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Aiyo ... nevermind the price in the short term lah ... This 7% shares cancellation is a good permanent corporate action that enhances shareholder value as well as permanently takes out the excess zoombie shares. It also implies that YFH really meant what they had earlier declared and has the financial might to do it. And, nobody will ever doubt YFH doing it again when the SBB linit again hit 10% limit in the future. HVRRVH      ( Date: 07-Mar-2024 23:10) Posted: Straightforward calculation tells us that 3 cents have been added to the value of existing shares, i.e., value of shares / existing shares = $105, 271, 857.16 / 3, 540, 339, 320 = 0.03. But the market is sophisticated so am not expecting to see share price move up to 35 cents but we shall see.
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