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Rare Gem,Proposed Special 7.5 cents Dividend Post Reply Rate topic
vicloo Supreme	13-Dec-2023 21:49        vicloo About Contact  Quote this Post!
x 0   x 0  Alert Admin	If you believe there is good chance of this happening better just sell all and cut loss move other counter 👍 👍 👍 before too late. explosive2013      ( Date: 13-Dec-2023 18:50) Posted: Any insider info next year 6% dividend?. What will happen if zero dividend next and 500m losses due to write off and SBB investment losses as share price keep on dropping and make paper lossess everyday..If price drop to $0.2, then the losses will be widen and reflect the huge lossess in next QR
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sgng123 Supreme	13-Dec-2023 20:09        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	YZJFH stock price is hedging bet by bb as all it debt investment maturing this year. With property crisis and companies default on debt, fear everywhere. Buyers also scared to load in and bb short to protect their stake in yzjfh incase something go wrong on DI. So yes this year yzjfh would touch umdervalued new low on DI uncertainty. After this year, DI mature date would be pushed back at least 3-5 years , removing uncertainty. Stable income revenue and Maritime funds etc would let stock price recover. Just not a counter to do short term trade, it more of medium term investment. By the way yzjfh had transfered $1b fund to sg, stock trading at sg cash level. Basically market ignor China based portfolio appro 2.8b from stock price. Market assume china portfolio gone up in smoke.
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sgng123 Supreme	13-Dec-2023 19:56        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Not much drama in q4 as china meet it 5% GDP growth. 3Q business update everything normal no NPL increase or provision. Now only left like 2 weeks to year end, no big drama out of china with foreign funds all bailing out like crazy. Dividend expected to be more than last year. 1H net profit 162m more than 2022 full year profit so chill. Now pray no NPL provision needed in 4Q. YZJFH completing it DI portfolio renewal end of year, next year if no big surprise should see share price recovering as debt investment all rolled over to longer term. Should see DI dipping further to 1.9b from 2.1b meeting tgt 50%. Lot of china counters got battered this year as their debt bond maturing and no free cash to repay go into default. YZJFH unlucky as it is the lender for those borrowers. First few months in 2024 we know if anything happen as market alway know beforehand hehe.
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explosive2013 Master	13-Dec-2023 18:50        explosive2013 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Any insider info next year 6% dividend?. What will happen if zero dividend next and 500m losses due to write off and SBB investment losses as share price keep on dropping and make paper lossess everyday..If price drop to $0.2, then the losses will be widen and reflect the huge lossess in next QR
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SAVIORFOREVER Supreme	13-Dec-2023 17:54        SAVIORFOREVER About Contact  Quote this Post!
x 0   x 3  Alert Admin	If buy 305 then next year's dividend is at least 6%. Those who don't have any share of YJZFH can consider to buy. Just Q below 30 for best deal. Shortsellers targeting lower to make more money. They're likely to get what they want. Just tag along with them. Trade with awareness and DYODD tongphlp      ( Date: 13-Dec-2023 14:38) Posted: run first SAVIORFOREVER      ( Date: 13-Dec-2023 11:48) Posted: They're selling till rock bottom from day one or the attractive price. Trade with expectation and DYODD
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Winnertakeall Elite	13-Dec-2023 17:51        Winnertakeall About Contact  Quote this Post!
x 0   x 0  Alert Admin	Currently profitable and fundamentally positive. But even with good results and good dividends. The continue present of powerful short sellers would hammer it down and under. As you maybe aware since listing and SBB till now it has touched new low. What more can I say ??    pkli899      ( Date: 13-Dec-2023 13:18) Posted: Agree with your last sentense. Funds too have some degree of disturst in YZJFH. YZJFH need to show proof (good results & good dividends) to change them. MambaFinancial89      ( Date: 13-Dec-2023 09:55) Posted: Spoke with a Maybank remisier who attended and helped facilitate the YZJFH roadshow for Maybank clients a few months back. His exact feedback was that Ren appears to be someone that cannot necessarily be trusted and is primarily self serving. " There are better companies out there" , was his conclusion. I somewhat disagree, given the value Ren has created for shareholders in SB over the years. Also, trading at roughly the value of cash, FH seems like a screaming buy. However, this type of negative sentiment dsiplayed by the remisier is perhaps why the price is as such today...
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tongphlp Supreme	13-Dec-2023 14:38        tongphlp About Contact  Quote this Post!
x 0   x 0  Alert Admin	run first SAVIORFOREVER      ( Date: 13-Dec-2023 11:48) Posted: They're selling till rock bottom from day one or the attractive price. Trade with expectation and DYODD eddyeddy      ( Date: 13-Dec-2023 10:05) Posted: FH is so undervalued , but the fund managers are no awared at all ?????
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pkli899 Supreme	13-Dec-2023 13:18        pkli899 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Agree with your last sentense. Funds too have some degree of disturst in YZJFH. YZJFH need to show proof (good results & good dividends) to change them. MambaFinancial89      ( Date: 13-Dec-2023 09:55) Posted: Spoke with a Maybank remisier who attended and helped facilitate the YZJFH roadshow for Maybank clients a few months back. His exact feedback was that Ren appears to be someone that cannot necessarily be trusted and is primarily self serving. " There are better companies out there" , was his conclusion. I somewhat disagree, given the value Ren has created for shareholders in SB over the years. Also, trading at roughly the value of cash, FH seems like a screaming buy. However, this type of negative sentiment dsiplayed by the remisier is perhaps why the price is as such today...
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SAVIORFOREVER Supreme	13-Dec-2023 11:48        SAVIORFOREVER About Contact  Quote this Post!
x 0   x 4  Alert Admin	They're selling till rock bottom from day one or the attractive price. Trade with expectation and DYODD eddyeddy      ( Date: 13-Dec-2023 10:05) Posted: FH is so undervalued , but the fund managers are no awared at all ?????
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eddyeddy Master	13-Dec-2023 10:05        eddyeddy About Contact  Quote this Post!
x 0   x 0  Alert Admin	FH is so undervalued , but the fund managers are no awared at all ?????
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MambaFinancial89 Veteran	13-Dec-2023 09:55        MambaFinancial89 About Contact  Quote this Post! Style: Fundamental   Yells: "Be greedy when others are fearful. "
x 0   x 0  Alert Admin	Spoke with a Maybank remisier who attended and helped facilitate the YZJFH roadshow for Maybank clients a few months back. His exact feedback was that Ren appears to be someone that cannot necessarily be trusted and is primarily self serving. " There are better companies out there" , was his conclusion. I somewhat disagree, given the value Ren has created for shareholders in SB over the years. Also, trading at roughly the value of cash, FH seems like a screaming buy. However, this type of negative sentiment dsiplayed by the remisier is perhaps why the price is as such today...
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SAVIORFOREVER Supreme	12-Dec-2023 09:14        SAVIORFOREVER About Contact  Quote this Post!
x 0   x 5  Alert Admin	Support seems strong. Fake queues? Bid Bid Vol(K) Ask Ask Vol(K) 0.305 10,001.5 0.310 1,976.3 0.300 6,317 0.315 5,442 0.295 9,897.6 0.320 5,265.5 0.290 4,233.4 0.325 4,153.6 0.285 3,409.4 0.330 6,112.7 0.280 3,358.5 0.335 5,607.6 0.275 2,102.2 0.340 4,065.6 0.270 2,755.1 0.345 3,007 0.265 1,015.2 0.350 3,160.5 0.260 2,100.2 0.355 2,072.9 0.255 1,000 0.360 1,418.2 0.250 1,070 0.365 1,121.6 0.245 1,050 0.370 1,204.2 0.240 1,140 0.375 1,021.2 Trade with awareness and DYODD
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SAVIORFOREVER Supreme	11-Dec-2023 20:58        SAVIORFOREVER About Contact  Quote this Post!
x 1   x 3  Alert Admin	Leopard got rosettes. Hope you're spot on. Trade with awareness and DYODD emailpeter      ( Date: 11-Dec-2023 20:40) Posted: That's what I always gathered from his interviews. And 10 yr track record. But never know, leopard could bleach off his stripes. 3 yr projection. 0.28c ave divs till 2026. Div 2.8c, NPAT260m, Share 35c. Upside 13%. DY 9%. A perfect investment, no ? Some might even find him unusually generous if this comes true. Happy investing guys. pkli899      ( Date: 11-Dec-2023 16:15) Posted: Yes, senior Ren is very stingy. I' ve attended all the AGMs except the last few Covid years. Many shareholders have asked for more dividend without success. He always said must prepare for rainy days. He also said that was how in bad years he still able to give reasonable dividends. This time round, situation is a little different. Excess cash can no longer be used for DI. See what excuse he come out with if dividend remain meagre.  As for YZHFH, luckily already promised at least 40% of profit, no escape!
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emailpeter Veteran	11-Dec-2023 20:40        emailpeter About Contact  Quote this Post!
x 0   x 0  Alert Admin	That's what I always gathered from his interviews. And 10 yr track record. But never know, leopard could bleach off his stripes. 3 yr projection. 0.28c ave divs till 2026. Div 2.8c, NPAT260m, Share 35c. Upside 13%. DY 9%. A perfect investment, no ? Some might even find him unusually generous if this comes true. Happy investing guys. pkli899      ( Date: 11-Dec-2023 16:15) Posted: Yes, senior Ren is very stingy. I' ve attended all the AGMs except the last few Covid years. Many shareholders have asked for more dividend without success. He always said must prepare for rainy days. He also said that was how in bad years he still able to give reasonable dividends. This time round, situation is a little different. Excess cash can no longer be used for DI. See what excuse he come out with if dividend remain meagre.  As for YZHFH, luckily already promised at least 40% of profit, no escape!
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SAVIORFOREVER Supreme	11-Dec-2023 16:59        SAVIORFOREVER About Contact  Quote this Post!
x 0   x 4  Alert Admin	Got chance to buy 305 pre-closing? Trade with expectation and DYODD
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SAVIORFOREVER Supreme	11-Dec-2023 16:45        SAVIORFOREVER About Contact  Quote this Post!
x 0   x 3  Alert Admin	I only know you got YZJSB all wrong. Your posts only YZJFH for many months already. Can you predict which other China will delist next year? YZJFH won't be one of them for sure. Wonder what is better than at least 5% dividend? T-bill? If you cancel your T-bill and buy YZJFH below 30 then you can expect huge profit more than you can imagine in next six months. Trade with expectation and DYODD sgng123      ( Date: 11-Dec-2023 12:34) Posted: Mine prediction get proven lots , yzj spinoff i predict it 6mth before and some other undervalued counters too get delisted mostly china counter Anyway this kind of trading enviroment low would get lower till GO happen, so don buy don load don average down. If u got hold fast with wharever u got , grab the dividend too before GO. There no reason to load when u got better option such as sg bond, bank FD, Tbills etc. YZJFH just play play for the kick but don overinvest, stock worst place to park money now. today bb just lame throw 2m to test SBB level, most likely support at 0.305. SAVIORFOREVER      ( Date: 10-Dec-2023 10:27) Posted: Time will tell. When you're wrong, just admit it. That what you're lacking of, never admit your mistakes. YZJSB is an example. The world is always changing so don't just live in your own imaginary world. There's a T-bill thread waiting for you to join. Trade with awareness and DYOD
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arkan1111 Veteran	11-Dec-2023 16:27        arkan1111 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Stingy Ren keep so mich money for what, human being must die, One Malaysia rich man man heart attact quickly ton ton qiang liao.  Finally, put in a small box burn away. Moreover, China economic hard time, YZJ FH being a china base company looks like not so easy to escape from the storm if cominig
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pkli899 Supreme	11-Dec-2023 16:15        pkli899 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yes, senior Ren is very stingy. I' ve attended all the AGMs except the last few Covid years. Many shareholders have asked for more dividend without success. He always said must prepare for rainy days. He also said that was how in bad years he still able to give reasonable dividends. This time round, situation is a little different. Excess cash can no longer be used for DI. See what excuse he come out with if dividend remain meagre.  As for YZHFH, luckily already promised at least 40% of profit, no escape!
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emailpeter Veteran	11-Dec-2023 15:52        emailpeter About Contact  Quote this Post!
x 0   x 0  Alert Admin	As HVRRVH says, the next 3 months are the most critical for us to read Ren. All valuation models are down to mockery.   CAGR (T> 2.80, 3.50) &ndash going to the Moon, via Neptune haha. NTA (T=1.08) &ndash Ren has engineered it to 30%, hoping for 50%. PER (T=EPSx10) &ndash Again a joke as no proven business model. Clouds before rainbow. DY (T=0.37) &ndash We are down to this not by choice, but by his actions.   We assume he will not increase or decrease the DY (40%) made from the profits of all your previous foregone dividends (lol). Ops now its capital.   Div 3c &ndash NPAT 270m &ndash Share 37c (8%) or 60c (5%) Div 4c &ndash NPAT 360m &ndash Share 50c (8%) or 80c (5%) Div 5c&ndash NPAT 450m &ndash Share 62c (8%) or 100c (5%)   Rather sadly, we are down to this pathetic valuation model. I leave it to volvo125 to debate 8% vs 5%, the T30 has already made that opinion easy for us. And volvo125 is our best lad to help us with the NPAT calcs. Plug those to above model and let&rsquo s follow the share price. Ren has been too shrewd (or silly) in actions. Hoarding our EPS for NTA. To boost his share price by 10c, he needs to earn extra NPAT of 1.1b (1,100m !!!) [10c / 0.30 discount x 3600 shares]. Based on the pathetic 30% to NTA share valuation. He knows too well that by just adding DPS 1c [NPAT90m], he can increase share price by 13c. He definitely knows that, or we ought to tell him more. Remind him that he&rsquo s investing our past profits that he selfishly kept, he can stingily pay us extra 1c to boost share price 13c.       I am not sure who are the joint shareholders here, but I recommend that we follow the directions of SH closely. SH is now into its best 3 years of operations. Highest in business cycle, highest in profits. Biggest cash holdings with the largest safest balance sheet. And its seemingly a pure shipbuilder. Let&rsquo s look at their Feb 2024 announcements and see how they treat their DY. If it rears it ugly head as Old Ren intends to, you can be resting assured your FH will be mistreated the same way when they make good profits. And likewise for SH holders, if he plays a dirty (seemingly silly conspiracy which I don&rsquo t think will happen) of the GO or similar, the T30 of SH will see thru that too and will definitely punish more. Set your sights for 23 Feb 2024 !!! Ren ought be enlightened that we are all watching him&hellip .. with our legs this time.
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emailpeter Veteran	11-Dec-2023 15:50        emailpeter About Contact  Quote this Post!
x 0   x 0  Alert Admin	To me, your views including the numerous past ones are coming out so sensibly to reflect the state of this company. As a pre-amble, I remain a fairly large shareholder of both YZJFH and YZJSH, long before this pre-split. 5 yrs now. I mean no malice or ulterior motive, but merely to create thought and discussion, and to perhaps put more perspective to all the cheerleading and muddy thoughts here (both by me and others).   We have now been thru a long 20 mths of listing, with a long history of many years of FH existing under SH. We ought to have learnt lots from this, it should emerge crystal clear as it does to the T30 shareholders like the institution funds, T Rowe and others in particularly. Let&rsquo s put on their caps and try to digest this company. There is so much blaming and tossing all parties (SS, BB, SGX, Govt), but we seemingly fail to see thru (or even the slightest blame) on Ren&rsquo s inner views.   The T30 institutions have been under an uproar or conflict with founders throughout the split period. SH has been a highly profitable company for 10 yrs. They hoarded a good 9 yrs or so of good cash profits, paying us DY of slightly > FD. Ren adopts a &ldquo I know all&rdquo attitude relegating you to FD investors that carry risk. The forgone dividends (easily 70-90%) of profits (albeit including the DI income) were turned from &ldquo Retained profits available for DIVIDENDS&rdquo to &ldquo Accumulated profits converted to CAPITAL for new Ren ventures&rdquo . Can you now see the dichotomy of all this. Tangential investments made from your forgone dividends. I can reasonably assume most T30&rsquo s were totally in conflict to Ren&rsquo s actions. &ldquo We came in as shipbuilding investors. Now pls build those ships, sell it, collect the money and pay us most of it in dividends.&rdquo It&rsquo s clear why we came to all this. I can safely say a good 1 billion of FH shares or more (69c to 30c) left the originating shareholders, they voted or spoke using their feet. And many here mopped it up like it was worth a reachable rainbow. The irony is those who came in at every level, still lost substantially. It was a great lesson to Ren to please listen to shareholders.   Ren is a shrewd, stingy, self-centric top businessman. He knows that clearly. He managed to keep most of the profits of SH, skimmed it off to FH, and even used its SBB&rsquo s to his own benefit. All the assets are still in his balance sheet, what is your BS and PL looking like for this stock ?   You shareholders need put on some of the T30 caps and see thru his deep intentions, not be deluded by grandiosity or pumped up numbers. HVRRVH      ( Date: 11-Dec-2023 11:07) Posted: As predicted, this YZJF winter is going to last for a while. Market dimply not too convinced yet and with some funds still unloading, the price is goint to stay stagnant or move downward whenever the selling funds letting go sizeable of their holding. Dont fret though, the compamy bottomline is still healthty and the potential is enormous. Afterall, the original assessment is that YZJF needs at least 3 years to establish and cement itself as a credible player. It is still early days.
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