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s100125 Elite	01-Apr-2025 09:18        s100125 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Took so many days to go up but one one day to wipe out those gain!
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hokpin Supreme	01-Apr-2025 09:13        hokpin About Contact  Quote this Post!
x 0   x 0  Alert Admin	At this point of time, yes, Short Win. Short 1:0 Long. Let' s how the next development. easywin      ( Date: 01-Apr-2025 09:05) Posted: Down so fast look like short can win
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mrwise Supreme	01-Apr-2025 09:12        mrwise About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 1  Alert Admin	Something bad coming.?  Looks like anytime down n halt for bad news..?
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easywin Supreme	01-Apr-2025 09:05        easywin About Contact  Quote this Post!
x 0   x 0  Alert Admin	Down so fast look like short can win
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tch77_pt75 Veteran	01-Apr-2025 07:15        tch77_pt75 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Also in the investment arena but different fate. Given the PE and earnings of iFAST, perhaps YZJFH should review their business model in order to reach the same share price like iFAST
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sgng123 Supreme	01-Apr-2025 00:10        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	$1 TP is possible under current up trend , any higher would need yzjfh to release more shipbuilt order book like what yzj shipping does. YZJFH is like a ship broker with extensive connection with china shipyards.
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pasttime Supreme	31-Mar-2025 22:51        pasttime About Contact  Quote this Post!   Yells: "gold silver are real money. not others iou."
x 0   x 0  Alert Admin	$7.50  a bit too far away.  think $1 is worthy target. order to build 1 ship let say make $5m.  10 ships $50m with so huge demand for change to green ships in the years ahead. yzjfh profot growth will be limited by the amount of cash on hand to order ships.  with ren experince trust him to be able to order the right type of ship in demand that is easy to sell.  the value yzjfh provide is the reduce wait time for the ship to be delivered.dyodd
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sgng123 Supreme	31-Mar-2025 20:57        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Lol ask Ren to trap more shortist , make them bankrupt enrich us better.
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tch77_pt75 Veteran	31-Mar-2025 20:44        tch77_pt75 About Contact  Quote this Post!
x 1   x 3  Alert Admin	Can ask Ren during the AGM on why iFast share price is at $7.50 while YZJFH is not. 😂
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Goldfinger Supreme	31-Mar-2025 17:44        Goldfinger About Contact  Quote this Post!
x 2   x 0  Alert Admin	I think the shorts got played out this round. sgng123      ( Date: 31-Mar-2025 17:40) Posted: Anyway the news released on weekend very shrewd move on uncle Ren. It kind of force short seller to think before they whack. by the way last friday 34.5m short sell recorded.
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sgng123 Supreme	31-Mar-2025 17:40        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Anyway the news released on weekend very shrewd move on uncle Ren. It kind of force short seller to think before they whack. by the way last friday 34.5m short sell recorded.
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sgng123 Supreme	31-Mar-2025 17:36        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Depend on whether they wanba put it on account and they only pay 1x yearly dividend 40% net full year profit. Goldfinger      ( Date: 31-Mar-2025 14:38) Posted: Will they be able to pay special dividends from this treasury share sale? Keen to know. sgng123      ( Date: 30-Mar-2025 23:28) Posted: Think the profit $70m from selling off treasury stocks would be included in 1h result out in Aug. we just got preview on 1h result lol.
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finjungle Veteran	31-Mar-2025 17:16        finjungle About Contact  Quote this Post!
x 0   x 0  Alert Admin	Ha ha ha not trying to be cynical but one has to realise that these insiders woul have known much much better. The SBB were mainly done at 32cents and yet these insiders kept away. wehuattogether88      ( Date: 31-Mar-2025 11:54) Posted: Their insiders only discovered that it is worth more than it is currently more recently, so they dare to purchase at a higher price.
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HVRRVH Elite	31-Mar-2025 15:30        HVRRVH About Contact  Quote this Post!
x 0   x 0  Alert Admin	We have put the qn to old Ren during the webinar. I was the one who asked about the one off 75m fx gains and govt grants. In gist, old Ren was confident that the 75m income can be replaced through existing/future businesses. Everything else being equal, i am more concerned with the U.S. economy containment policies and its potential negative impacts on YZJF?s earnings. However, the new variants now are the sale of TS and DRIP, which will enlarged sharebase substantially and reduce eps of profit doesn?t go up correspondingly at the least. Obviously old Ren and the 6+2 (or 6+4) are confident and bullish. Perhaps rightly so since they are insiders and supposedly know better than us retailers. I guess we don?t have a choice but to ride along if we believe them. Also, market may tell us a thing or 2 in the coming days. We shall see and act accordingly if situation warrants it. volvo125      ( Date: 31-Mar-2025 15:07) Posted: I agree, fully, that the placement of  treasury shares to big strategic investors with the peripheral support of insiders is a very strong bullish signal. The Merlion and Oprie Funds could possibly come from the same source but is intentionally splitted into 2 funds to stay way below the SSH level to avoid the frequent sgx reporting hassle for shares transactions.  The total 194m shares placement > 5% of float.  It is definitely a good news no doubt. But I really do have deep concern on how YFH could keep up with returns expectation against a significant increase of share O/S by 347m to 3827m shares and not compromising negatively on the EPS and DPS, especially in the absence of the non recurring govt grants and exchange gain in FY25. HVRRVH      ( Date: 31-Mar-2025 13:17) Posted: I have the same reservation at first. However, in the news bite and AR2024, old Ren mentioned of the creation of the new ' Cash Management Fund' with the objective of manage the assets more effectively. Among others, some of the funds will be redeploy to private credit and maritime related businesses. We do not know what old Ren has in mind with regard to the size of the fund to be deploy into maritime and private credit. It seems to be big, big enough that the relocation of the funds from cash managment doesn' t appear to be enough and hence, the sale of treasury shares and the proposed scrip dividend. Insiders inherently has advantage in term of more intimate knowledge of the company and if they willing to buy all the treasury shares, I am sure they know they can make money. As a value investor, I believe insiders buying is always good especially if it is back up by visible growth, which YZJF has so far demonstrated. It will be good though that the management can address all the valid points you have raised and perhaps they can restart voluntary quarterly business update so that we investors can gauge better the prospects of the company.
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volvo125 Master	31-Mar-2025 15:07        volvo125 About Contact  Quote this Post!
x 0   x 0  Alert Admin	I agree, fully, that the placement of  treasury shares to big strategic investors with the peripheral support of insiders is a very strong bullish signal. The Merlion and Oprie Funds could possibly come from the same source but is intentionally splitted into 2 funds to stay way below the SSH level to avoid the frequent sgx reporting hassle for shares transactions.  The total 194m shares placement > 5% of float.  It is definitely a good news no doubt. But I really do have deep concern on how YFH could keep up with returns expectation against a significant increase of share O/S by 347m to 3827m shares and not compromising negatively on the EPS and DPS, especially in the absence of the non recurring govt grants and exchange gain in FY25. HVRRVH      ( Date: 31-Mar-2025 13:17) Posted: I have the same reservation at first. However, in the news bite and AR2024, old Ren mentioned of the creation of the new ' Cash Management Fund' with the objective of manage the assets more effectively. Among others, some of the funds will be redeploy to private credit and maritime related businesses. We do not know what old Ren has in mind with regard to the size of the fund to be deploy into maritime and private credit. It seems to be big, big enough that the relocation of the funds from cash managment doesn' t appear to be enough and hence, the sale of treasury shares and the proposed scrip dividend. Insiders inherently has advantage in term of more intimate knowledge of the company and if they willing to buy all the treasury shares, I am sure they know they can make money. As a value investor, I believe insiders buying is always good especially if it is back up by visible growth, which YZJF has so far demonstrated. It will be good though that the management can address all the valid points you have raised and perhaps they can restart voluntary quarterly business update so that we investors can gauge better the prospects of the company.  volvo125      ( Date: 31-Mar-2025 12:50) Posted: I am really not sure. YFH still has a very huge $1813m in Cash Management not being productively deployed to higher returns investments as at end 2024 (Page 9 FY24 PowerPoint) and earning probably just 4~5% pa return. With so much idle cash on hand, why is YFH still raising even more cash from these new $260m equity injection that requires a high net ROE return of at least 11.15% ?  I can really see a challenge here for YFH to even at least maintain its FY24 EPS and DPS in FY25, especially when there is still a $75m Govt grants+Forex gains in FY24 that is not going to recur in FY25. I vaguely remember LiuHua (during the webinar) mentioned that these govt grants were some form of rebates relating to the funds being transferred out from China to SG. I do not think we will see more of such grants going forward as YFH has probably already max out it' s capital deployment split (China 45%, SG 55%). Forex could be gain or loss (we assume neutral in FY25). So there could now be a significant potential gap of up to = (75m + 29/0.79) = $112m pre-tax profit that YFH must find means to make in order to achieve a much higher FY25 NPAT of $333m just to maintain it' s FY24 EPS 0.087 and DPS 0.0345. Am I overthinking or that I read those numbers or assumptions above wrongly ? I am really not sure at this juncture.
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Goldfinger Supreme	31-Mar-2025 14:38        Goldfinger About Contact  Quote this Post!
x 0   x 0  Alert Admin	Will they be able to pay special dividends from this treasury share sale? Keen to know. sgng123      ( Date: 30-Mar-2025 23:28) Posted: Think the profit $70m from selling off treasury stocks would be included in 1h result out in Aug. we just got preview on 1h result lol.
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Goldfinger Supreme	31-Mar-2025 14:36        Goldfinger About Contact  Quote this Post!
x 1   x 0  Alert Admin	Agree. No one who is an insider will throw in such big money, 9 digit investment, unless they know for certain their cards and intrinsic value of the firm or some upcoming plans.  If it was done at 30 cents, I understand. But at 72 cents, not much margin for error and if done on loans may even wipe them out for defaults and loan top up calls.  Market will take notice. wehuattogether88      ( Date: 31-Mar-2025 11:54) Posted: Their insiders only discovered that it is worth more than it is currently more recently, so they dare to purchase at a higher price.
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vicloo Supreme	31-Mar-2025 13:48        vicloo About Contact  Quote this Post!
x 1   x 0  Alert Admin	Go try short it tmr, good luck 👍 ruanlai      ( Date: 30-Mar-2025 23:59) Posted: Every time share placement for YZJ, the price will drop at least 30cents. Avoid this gem or short it down. Back below 30 anytime.  Moreover YZJ mother shares also affected by Trump-shipbuilding-policy, going down below $2 soon. Both are shortlisted tgt by HF, be careful and run as soon as you can. Dyodd ..... my view only......
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HVRRVH Elite	31-Mar-2025 13:17        HVRRVH About Contact  Quote this Post!
x 0   x 0  Alert Admin	I have the same reservation at first. However, in the news bite and AR2024, old Ren mentioned of the creation of the new ' Cash Management Fund' with the objective of manage the assets more effectively. Among others, some of the funds will be redeploy to private credit and maritime related businesses. We do not know what old Ren has in mind with regard to the size of the fund to be deploy into maritime and private credit. It seems to be big, big enough that the relocation of the funds from cash managment doesn' t appear to be enough and hence, the sale of treasury shares and the proposed scrip dividend. Insiders inherently has advantage in term of more intimate knowledge of the company and if they willing to buy all the treasury shares, I am sure they know they can make money. As a value investor, I believe insiders buying is always good especially if it is back up by visible growth, which YZJF has so far demonstrated. It will be good though that the management can address all the valid points you have raised and perhaps they can restart voluntary quarterly business update so that we investors can gauge better the prospects of the company.  volvo125      ( Date: 31-Mar-2025 12:50) Posted: I am really not sure. YFH still has a very huge $1813m in Cash Management not being productively deployed to higher returns investments as at end 2024 (Page 9 FY24 PowerPoint) and earning probably just 4~5% pa return. With so much idle cash on hand, why is YFH still raising even more cash from these new $260m equity injection that requires a high net ROE return of at least 11.15% ?  I can really see a challenge here for YFH to even at least maintain its FY24 EPS and DPS in FY25, especially when there is still a $75m Govt grants+Forex gains in FY24 that is not going to recur in FY25. I vaguely remember LiuHua (during the webinar) mentioned that these govt grants were some form of rebates relating to the funds being transferred out from China to SG. I do not think we will see more of such grants going forward as YFH has probably already max out it' s capital deployment split (China 45%, SG 55%). Forex could be gain or loss (we assume neutral in FY25). So there could now be a significant potential gap of up to = (75m + 29/0.79) = $112m pre-tax profit that YFH must find means to make in order to achieve a much higher FY25 NPAT of $333m just to maintain it' s FY24 EPS 0.087 and DPS 0.0345. Am I overthinking or that I read those numbers or assumptions above wrongly ? I am really not sure at this juncture.       HVRRVH      ( Date: 31-Mar-2025 04:33) Posted: I do think they already know where to deploy these new fund, as they confidently said, among others, that they will update accordingly whenever the sale proceeds are deployed to ensure transparency. The returns by maritime investment has increased from 23m to 54m in one short year, and old Ren kept talking about its huge growth potentials so let?s wait and see. Besides, all these moves, the sale of treasury shares and proposed scrip seems to be preparing or aiming to increase market cap and could be part of the ground work for further spinoff.
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volvo125 Master	31-Mar-2025 12:50        volvo125 About Contact  Quote this Post!
x 0   x 0  Alert Admin	I am really not sure. YFH still has a very huge $1813m in Cash Management not being productively deployed to higher returns investments as at end 2024 (Page 9 FY24 PowerPoint) and earning probably just 4~5% pa return. With so much idle cash on hand, why is YFH still raising even more cash from these new $260m equity injection that requires a high net ROE return of at least 11.15% ?  I can really see a challenge here for YFH to even at least maintain its FY24 EPS and DPS in FY25, especially when there is still a $75m Govt grants+Forex gains in FY24 that is not going to recur in FY25. I vaguely remember LiuHua (during the webinar) mentioned that these govt grants were some form of rebates relating to the funds being transferred out from China to SG. I do not think we will see more of such grants going forward as YFH has probably already max out it' s capital deployment split (China 45%, SG 55%). Forex could be gain or loss (we assume neutral in FY25). So there could now be a significant potential gap of up to = (75m + 29/0.79) = $112m pre-tax profit that YFH must find means to make in order to achieve a much higher FY25 NPAT of $333m just to maintain it' s FY24 EPS 0.087 and DPS 0.0345. Am I overthinking or that I read those numbers or assumptions above wrongly ? I am really not sure at this juncture.       HVRRVH      ( Date: 31-Mar-2025 04:33) Posted: I do think they already know where to deploy these new fund, as they confidently said, among others, that they will update accordingly whenever the sale proceeds are deployed to ensure transparency. The returns by maritime investment has increased from 23m to 54m in one short year, and old Ren kept talking about its huge growth potentials so let?s wait and see. Besides, all these moves, the sale of treasury shares and proposed scrip seems to be preparing or aiming to increase market cap and could be part of the ground work for further spinoff. volvo125      ( Date: 31-Mar-2025 01:39) Posted: The total new equity injected is $139m + $121m = $260m. The increase in NPAT to at least match FY24 performance and payout is = (330m - 304m) = $29m. This implies that YFH must achieve a net ROE on this new capital = 29/260 = 11.15% (or pre-tax 14.1%). YFH overall net FY24 ROE is just = (304m/4222m) = 7.2% (this is a net overall average ROE including those much lower returns from Cash Mgt and Yield Products ...). Unless YFH already has in mind high returns projects that can beat a net ROE 11.15% for this new $260m capital injection, I can really see a challenge
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