Back

Latest Forum Topics / YZJ Fin Hldg    Last:0.22    -0.005

Post Reply

YZJFH - potentially rewarding Post Reply Rate topic
sgng123 Supreme	04-Mar-2025 09:27        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Not much resistance currently, shortist got scared and back off. Now 0.65 only 1,5÷ m sell block.
Useful To Me  Not Useful To Me
hokpin Supreme	04-Mar-2025 09:17        hokpin About Contact  Quote this Post!
x 0   x 0  Alert Admin	Just a 900K share, the wall of 635 was hacked down in minutes. sgng123      ( Date: 04-Mar-2025 09:14) Posted: Now yzjfh repeating yzj shipping , yzjfh up yzjsh down trend. bb loading up on yzjfh with little retail selling and lot of shortist blocking . Once short dam break, we see double digit gain currently it still 5%+.
Useful To Me  Not Useful To Me
sgng123 Supreme	04-Mar-2025 09:14        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Now yzjfh repeating yzj shipping , yzjfh up yzjsh down trend. bb loading up on yzjfh with little retail selling and lot of shortist blocking . Once short dam break, we see double digit gain currently it still 5%+.
Useful To Me  Not Useful To Me
hokpin Supreme	04-Mar-2025 09:11        hokpin About Contact  Quote this Post!
x 0   x 0  Alert Admin	无 所 畏 惧 ， 逆 流 而 上 ！ 一 登 龙 门 ， 身 价 百 倍 ！
Useful To Me  Not Useful To Me
Nippon72 Veteran	04-Mar-2025 08:46        Nippon72 About Contact  Quote this Post! Style: Fundamental   Mood: Yells: "Dude, is ALWAYS Time in the market than Timing the market! "
x 0   x 0  Alert Admin	Was this fee even cast in stone? Among this ambiguity, to buy more for those brave ones.  Vested.
Useful To Me  Not Useful To Me
vicloo Supreme	04-Mar-2025 06:43        vicloo About Contact  Quote this Post!
x 0   x 0  Alert Admin	Agreed, and they dumped YZJSB because of market concerns on 1.5M port fee for chinese ships port in USA. sgng123      ( Date: 03-Mar-2025 23:36) Posted: Institutional fund sell yzjsh and buy in yzjfh on last week of feb. Everyone following the trend set by institutional investors including bb
Useful To Me  Not Useful To Me
sgng123 Supreme	03-Mar-2025 23:46        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Market always buy in anticipartion of future earning so shares price can be higher than 5% valuation just like yzj shipping before crash. before yzj shipping result out it trading at 2.5% dividend and 2.8x NTA. Now instittution fund take profit on trump port tax. As long got institutional players pushing, no upside limited. Pity the hedge/ shortist who hah not covered.
Useful To Me  Not Useful To Me
sgng123 Supreme	03-Mar-2025 23:36        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Institutional fund sell yzjsh and buy in yzjfh on last week of feb. Everyone following the trend set by institutional investors including bb
Useful To Me  Not Useful To Me
sgng123 Supreme	03-Mar-2025 23:31        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Institutional flows Over the five trading sessions leading up to Feb 27, the stocks that experienced the highest net institutional outflow included  OCBC  :  O39  0%,  Yangzijiang Shipbuilding  :  BS6  +1.68%,  UOB  :  U11  +0.39%,  Seatrium  :  5E2  +1.9%,  Sats  :  S58  +0.66%,  Singtel  :  Z74  0%,  Mapletree Industrial Trust  :  ME8U  -0.51%,  Genting Singapore  :  G13  -2.74%,  Keppel DC Reit  :  AJBU  +1.45%, and  Frasers Centrepoint Trust  :  J69U  +0.98%. Meanwhile, the stocks that led the net institutional inflow included  Singapore Airlines  :  C6L  +0.29%,  Singapore Exchange  :  S68  -1.12%,  Sembcorp Industries  :  U96  +3.78%,  DBS  :  D05  -0.28%,  Yangzijiang Financial Holding  :  YF8  +5.88%,  iFast Corporation  :  AIY  -0.93%,  Mapletree Logistics Trust  :  M44U  +0.81%,  Singapore Technologies Engineering  :  S63  +8.5%,  Thai Beverage I pick up this SGX update in Feb, hope everyone mind clear abt up trend
Useful To Me  Not Useful To Me
HVRRVH Elite	03-Mar-2025 22:38        HVRRVH About Contact  Quote this Post!
x 0   x 0  Alert Admin	What are you talking about? I know you are not vested and like to going around with your posting, that' s fine. Keep it that way.  MrBear12      ( Date: 03-Mar-2025 22:33) Posted: For the first time the Venerable HVRRVH has a more cautiously optimistic outlook (69c) than my 70 cents target. How things have changed! That is the nature of stocks expectations. HVRRVH      ( Date: 03-Mar-2025 22:11) Posted: Ostensibly the current price surge is due to news that YZJF may spin off its Maritime businesses. However, what if the market is simply compressing the dividend yield from 6% to somewhere in the 5%? Market is now holding a more positive view that YZJFs fundamentals have improved with the scaling down of DI and scaling up of Martime plus huge cash in hands waiting to be deployed. In addition, YZJF has been paying higher dividends each year for the past 3 years with clearer earing visbility and growth. The yield at the time of results was 6.1% and right now, it is about 5.5% based on $0.63, I think it is likely that it would get compress further to 5% and that would give us the share price of $0.69. Coincident or what? $0,69 is the 1st day opening price before YZJF tanked to low of $0.285. If indeed this pan out, YZJF has indeed found its footing after 3 years. This 3 years timeline is also my baseline to see improvement in YZJF and now it has reached the milestone with promising potentials waiting to be realised, and I am cautiously optimistic that it should trend up to test $0.69 in due course. Let' s see how it pans out.
Useful To Me  Not Useful To Me
MrBear12 Supreme	03-Mar-2025 22:33        MrBear12 About Contact  Quote this Post! Style: Combined   Mood: Yells: "Cast all our anxieties on Jesus for He cares for us"
x 0   x 0  Alert Admin	For the first time the Venerable HVRRVH has a more cautiously optimistic outlook (69c) than my 70 cents target. How things have changed! That is the nature of stocks expectations. HVRRVH      ( Date: 03-Mar-2025 22:11) Posted: Ostensibly the current price surge is due to news that YZJF may spin off its Maritime businesses. However, what if the market is simply compressing the dividend yield from 6% to somewhere in the 5%? Market is now holding a more positive view that YZJFs fundamentals have improved with the scaling down of DI and scaling up of Martime plus huge cash in hands waiting to be deployed. In addition, YZJF has been paying higher dividends each year for the past 3 years with clearer earing visbility and growth. The yield at the time of results was 6.1% and right now, it is about 5.5% based on $0.63, I think it is likely that it would get compress further to 5% and that would give us the share price of $0.69. Coincident or what? $0,69 is the 1st day opening price before YZJF tanked to low of $0.285. If indeed this pan out, YZJF has indeed found its footing after 3 years. This 3 years timeline is also my baseline to see improvement in YZJF and now it has reached the milestone with promising potentials waiting to be realised, and I am cautiously optimistic that it should trend up to test $0.69 in due course. Let' s see how it pans out.  HVRRVH      ( Date: 20-Feb-2025 12:12) Posted: Maiden dividend yield paid in CY2023 is $0.018 = 5% yield based on share price of $0.365 at time of results release.  CY2024 dividend is $0.022 = 6.4% yield based on share price of $0.345 at time of results release.  It is unlikely that the market will settle for anything less than 5% and assuming today' s price stay the same till result release, a 5% dividend yield would translated to a dividend of $0.02825. Based on the payout ratio of minimum 40%, to payout $0.02825, the EPS has to be at least 7.0625 cents. Given that 1H' s EPS is 3.04 cents, YZJF has to hit EPS of at least 4.0225 in 2H24. Is this a tall order? On paper it is acheivable but YZJF has demonstrated erratic 2H earnings for the past 2 years, perhaps it was due to transitional effect and long holders can hope for a more stable 2H performance this year. The current price momentum is very strong and if $0.565 is breached, it is likely to trend higher to at least $0.575. If that is indeed the case, YZHF 2H24' s EPS and the resulting dividend has to be even higher than 4.0225 cents and 2.825 cents respectively because it is unlikely the market is willing to compress the dividend yield to below 5%.
Useful To Me  Not Useful To Me
HVRRVH Elite	03-Mar-2025 22:11        HVRRVH About Contact  Quote this Post!
x 0   x 0  Alert Admin	Ostensibly the current price surge is due to news that YZJF may spin off its Maritime businesses. However, what if the market is simply compressing the dividend yield from 6% to somewhere in the 5%? Market is now holding a more positive view that YZJFs fundamentals have improved with the scaling down of DI and scaling up of Martime plus huge cash in hands waiting to be deployed. In addition, YZJF has been paying higher dividends each year for the past 3 years with clearer earing visbility and growth. The yield at the time of results was 6.1% and right now, it is about 5.5% based on $0.63, I think it is likely that it would get compress further to 5% and that would give us the share price of $0.69. Coincident or what? $0,69 is the 1st day opening price before YZJF tanked to low of $0.285. If indeed this pan out, YZJF has indeed found its footing after 3 years. This 3 years timeline is also my baseline to see improvement in YZJF and now it has reached the milestone with promising potentials waiting to be realised, and I am cautiously optimistic that it should trend up to test $0.69 in due course. Let' s see how it pans out.  HVRRVH      ( Date: 20-Feb-2025 12:12) Posted: Maiden dividend yield paid in CY2023 is $0.018 = 5% yield based on share price of $0.365 at time of results release.  CY2024 dividend is $0.022 = 6.4% yield based on share price of $0.345 at time of results release.  It is unlikely that the market will settle for anything less than 5% and assuming today' s price stay the same till result release, a 5% dividend yield would translated to a dividend of $0.02825. Based on the payout ratio of minimum 40%, to payout $0.02825, the EPS has to be at least 7.0625 cents. Given that 1H' s EPS is 3.04 cents, YZJF has to hit EPS of at least 4.0225 in 2H24. Is this a tall order? On paper it is acheivable but YZJF has demonstrated erratic 2H earnings for the past 2 years, perhaps it was due to transitional effect and long holders can hope for a more stable 2H performance this year. The current price momentum is very strong and if $0.565 is breached, it is likely to trend higher to at least $0.575. If that is indeed the case, YZHF 2H24' s EPS and the resulting dividend has to be even higher than 4.0225 cents and 2.825 cents respectively because it is unlikely the market is willing to compress the dividend yield to below 5%.  HVRRVH      ( Date: 13-Feb-2025 13:10) Posted: No cause for celebration yet but long holders can feel a sense of vindication, just look at the other YZJF threads to see where am I coming from. I am sure many long holders especially those vested since day 1 and accumulated slowly with the prices going down would say to themsleves that luckily they have conviction in their investment thesis and have ignored all the naysayers, whom comments at times bodering on ridiculing long holders. Anyway price just trying to crack 53 cents and now I begin to wonder is the market preparing for yield compression or market sees that YZJF will declare higher profits and hence, higher dividend? It has to be either one and it is more liley a combination of both cos with the persistent high interest rate environment, a risk free US bond can now yield at least 4% easily acorss all duration, from 2 to 10 years. Therefore, a YZJF 5% dividend yield may not be attractive. A 5% is about 2.65 cents based on 53 cens share price. If market deem 5.5% to 6% is the going rate, then the dividend will be at least 3 cents based on 53 cents share price. In any case, just stay tuned to find out soon.
Useful To Me  Not Useful To Me
vicloo Supreme	03-Mar-2025 21:39        vicloo About Contact  Quote this Post!
x 0   x 0  Alert Admin	Great 👍 👍 still can sell higher later on 😀 unclebond      ( Date: 03-Mar-2025 17:28) Posted: Sold some @63 cents after 3 long years. Worth waiting.
Useful To Me  Not Useful To Me
sgng123 Supreme	03-Mar-2025 19:03        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	This week tgt 0.66. Fair value for sg share of NTA. Whether yzjfh can hit it full NTA value would depend on how much debt it can recovered and shift to sg. YZJFH had habit of surprise. Hold tight and strong
Useful To Me  Not Useful To Me
pasttime Supreme	03-Mar-2025 18:09        pasttime About Contact  Quote this Post!   Yells: "gold silver are real money. not others iou."
x 0   x 0  Alert Admin	congratulations. no wrong in taking profit.
Useful To Me  Not Useful To Me
unclebond Master	03-Mar-2025 17:28        unclebond About Contact  Quote this Post!
x 0   x 0  Alert Admin	Sold some @63 cents after 3 long years. Worth waiting.
Useful To Me  Not Useful To Me
HVRRVH Elite	03-Mar-2025 17:15        HVRRVH About Contact  Quote this Post!
x 1   x 0  Alert Admin	At this rate, I hope to see reporting of ' .... becoming substantial shareholders' . Just need 175m and reporting is required.
Useful To Me  Not Useful To Me
easywin Supreme	03-Mar-2025 16:47        easywin About Contact  Quote this Post!
x 0   x 0  Alert Admin	No sell down to 625 near closing very likely more to go pkli899      ( Date: 03-Mar-2025 16:32) Posted: The buying up is going strong nearer to closing!
Useful To Me  Not Useful To Me
pkli899 Supreme	03-Mar-2025 16:42        pkli899 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Haha, quite a number of 63 sell q removed. Aim to sell higher liao.
Useful To Me  Not Useful To Me
pkli899 Supreme	03-Mar-2025 16:32        pkli899 About Contact  Quote this Post!
x 0   x 0  Alert Admin	The buying up is going strong nearer to closing!
Useful To Me  Not Useful To Me

                                                         First   < Newer   1821-1840 of 10248   Older>   Last