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YZJFH - potentially rewarding Post Reply Rate topic
wehuattogether88 Supreme	28-Mar-2025 09:17        wehuattogether88 About Contact  Quote this Post!
x 0   x 0  Alert Admin	quite big wall at 0.795 and 0.80.
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sgng123 Supreme	28-Mar-2025 09:13        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Hit 0.795 then buyers now slowly built up on 0.79. Stocks is all abt up and down, yzjfh had been suppressed by hedge fund to ridiculous low with no reasons. Now jokers all out and yzjfh returning to it rightful valuation. what is the fair valuation, it anyone guess i put it at NTA level as yzjfh zero debt.
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easywin Supreme	28-Mar-2025 09:08        easywin About Contact  Quote this Post!
x 0   x 0  Alert Admin	Today may go beyond 80c
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wait4opp Master	28-Mar-2025 06:53        wait4opp About Contact  Quote this Post!
x 0   x 3  Alert Admin	Price from 31cents lowest to 78cents now. This stock no fundamentals! Inflated too fast without concrete proof! Something not right somewhere! Anytime plunged be careful! Dyodd
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sgng123 Supreme	28-Mar-2025 03:12        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	9.9m short on thurs.
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sgng123 Supreme	27-Mar-2025 21:21        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Check out 20 largest shareholder, all the ah moh fund had exited yzjfh. Explain why yzjfh raise past few month, those hedge funds out . Anyway Ren family and employee trust control the company with 43.6% , 64.7% in public investors hand.
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pkli899 Supreme	27-Mar-2025 20:09        pkli899 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Aiya, 3rd AGM is on 15th Apr. So bad, going to miss it. I' ll be away from that day afternoon. In fact, few others AGMs I also cannot attend.
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sgng123 Supreme	27-Mar-2025 16:48        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	A bit loh as long yzjfh turn green, don matter much. yesterday lot of shorting 17.8m from sgx daily short record.
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pkli899 Supreme	27-Mar-2025 16:10        pkli899 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Where got? Vol right now not even half of yesterday' s. In fact, entire market very quiet.
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sgng123 Supreme	27-Mar-2025 16:01        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Buying come back afternoon, see if it break 0.8 . Breaking 0.80 open path to $1.00.
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sgng123 Supreme	27-Mar-2025 09:05        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Firm opening yzjfh maintain uptrend.
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sgng123 Supreme	27-Mar-2025 00:46        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Set TP, sell when TP reached. Forget then move on to next one. As long make money, don grief over lost future gain. Currently yzjfh TP for long investors all set to $1.17 NTA lol. vicloo      ( Date: 26-Mar-2025 19:49) Posted: Out at 70+c quite good already 💪 👍 👍 👍 TraderBen      ( Date: 26-Mar-2025 10:41) Posted: i am out of this.. enough gains for me.. bought at 0.285 avg.. after a long wait.. finally rewarding.. thanks BB for the 3 mths super run!.. huats to the rest still holding!
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sgng123 Supreme	26-Mar-2025 21:40        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	17.8m short sell done today, almost identical to yesterday data. Same bb short selling to try to bring down stock price but limited success?. Today still close up though only at 0.775. YZJFH top  short selling volume on daily basic. lot of china stock haters or uncle Ren enemies
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sgng123 Supreme	26-Mar-2025 21:20        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Look like buying power not strong enough to overwhelm shorting activities though it put quite a good fight in the 0.78-0.785 .
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vicloo Supreme	26-Mar-2025 19:49        vicloo About Contact  Quote this Post!
x 0   x 0  Alert Admin	Out at 70+c quite good already 💪 👍 👍 👍 TraderBen      ( Date: 26-Mar-2025 10:41) Posted: i am out of this.. enough gains for me.. bought at 0.285 avg.. after a long wait.. finally rewarding.. thanks BB for the 3 mths super run!.. huats to the rest still holding!
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SlothSG Veteran	26-Mar-2025 17:59        SlothSG About Contact  Quote this Post!
x 0   x 0  Alert Admin	Thanks for sharing! 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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sgng123 Supreme	26-Mar-2025 15:07        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Big buying support at 0.785, think got chance 0.8 would be breached.
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wehuattogether88 Supreme	26-Mar-2025 15:07        wehuattogether88 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Now 78.5- 79 Might go for the first TP of 80 cents
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sgng123 Supreme	26-Mar-2025 13:57        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	It touch 0.79 a while ago then quickly sell down to 0.775. Now back again to 0.785. Repeated pattern we seen in the 50 60,70 range. Bb trying to suppress gain but limited result.
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wehuattogether88 Supreme	26-Mar-2025 13:44        wehuattogether88 About Contact  Quote this Post!
x 0   x 0  Alert Admin	👍 HVRRVH      ( Date: 26-Mar-2025 13:08) Posted: Glad that the sharing is useful to you. In fact, negative views are welcome to lest we become an echo chambers. Sadly, most negative views contributors do not elaborate the rationals of their negative views. At most, they just say it is S-chip and go on with bashing mode and coloured it by shouting ridiculous price targets such as 20 cents, 17 cents.  Caesar      ( Date: 26-Mar-2025 10:24) Posted: Agree that it is great to have people like volvo (and HVRRVH) around to share their indepth and personal analysis of YZJFH. I am sure all the LT investors here in SJ appreciate their kind gestures and feel reassured to hold on to YZJF for the long term. Thanks
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