| Latest Forum Topics / Yoma Strategic Last:0.078 -- |
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YOMA
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tec96157
Senior |
10-Feb-2026 09:44
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Look like Yoma will give CNY Ang Pao to us soon. 
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Ligaya
Master |
09-Feb-2026 00:01
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Previous threads here Entropy did flag risks around Yoma after the coup, and in hindsight that caution was justified. Yoma moved from being viewed as a Myanmar blue-chip-type conglomerate of $1 to a blue cheap penny around 4 cents, largely due to sanctions and geopolitical uncertainties.
Now the West focus on Ukraine, Iran and Venezuela may reduce pressure on Myanmar, leaving China to push for stability in line with their interests. If that eventually leads to a more stable operating environment which if non-interfering ASEAN brothers and sisters quietly supporting, the bet on Yoma to do a blue cheat is worth the gamble. https://www.irrawaddy.com/news/myanmar-china-watch/myanmar-china-launch-investment-body-under-junta-cronies-oversight.html Wonder where is Entropy now, would he sing a different tune now? 😁 |
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Alignment
Elite |
06-Feb-2026 10:52
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I think the geopolitical risk in the financial world includng for investors has really ratcheted ever since Trump 1 and Biden began weaponsing the US financial system in a way that had not seen before. There are two elements to this - first an impact on the target country or company which was always there but now pursued more aggressively, but a second and newer impact which was for investors. This impact depended as much on who you are as an investor (nationality etc). For instance western investors in Russia have been hugely burned by western sanctions on investment with the value of investments basically zeroed. But so far it seems Singaporean investors into Russia for instance have not been hurt in the same way. I am by no means an expert in this space, but it just seems another dimension of risk that is just very difficult to price and/or protect against. It is hard enough trying to assess the prospects of a company on a standalone basis in the normal way without having all this other stuff to deal with, and over which normal people have no visibility over or protection against. |
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Ligaya
Master |
05-Feb-2026 23:05
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Not saying Yoma is a sure bet, but when everyone keeps looking at the politics instead of the company that is still listed here and still eligible under CPFIS for certain brokerages (correct me if I am wrong), that is usually when the sneaky moves start, down or up I dun know. | ||||
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Ligaya
Master |
05-Feb-2026 22:59
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Yoma being still SGX-listed definitely puts it under a brighter spotlight, and I think the current share price been reflecting that geopolitical dilemma. With China still backing the civilian-but-military transition, the exposure cuts both ways with added scrutiny but also some underlying support dynamics. At this level, it feels less like pure fundamentals and more a bet on which edge of the sword ends up dominating. If sanctions don?t materially tighten further, and Yoma can continue operating, funding, and repatriating value without compliance blow-ups, the bet on the ambiguity is on the upside, better than crypto bets as of now. | ||||
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Alignment
Elite |
05-Feb-2026 19:52
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I would say it depends on the specific country, and the specific company. If you are a small potato in a country where there is not much geopolitical focus I would agree with you. The more you move to the other end of the scale the more challenging it is. In this particular case the sanctions imposed by the west are mitigated because the global south is still willing to trade. But having a SGX listing for instance makes it more difficult to avoid being noticed.
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Ligaya
Master |
05-Feb-2026 17:03
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Sanctions theory vs real-world business usually two different things. Geopolitics aside, companies with local backing usually adapted and survive.
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tec96157
Senior |
04-Feb-2026 13:06
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This Yoma from GPT stock price forcast as high as $0.130 wah... so good, if before CNY reach this target sure everyone happy get the Ang Pao from Yoma. hahaha | ||||
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Alignment
Elite |
29-Jan-2026 19:44
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But EU/UK/US still taking destabilising actions. They don' t care about hurting ordinary people with their sanctions. Makes business difficult. | ||||
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Ligaya
Master |
29-Jan-2026 01:08
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Now is Melvin Pun maneuvering. He was previously from Goldman Sachs.
Myanmar With China backing, Yoma a good gamble https://www.straitstimes.com/asia/se-asia/the-real-winner-behind-myanmars-junta-held-elections-china
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Sgvale
Supreme |
28-Jan-2026 09:25
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Yoma big within country but failed to expand out. | ||||
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tec96157
Senior |
26-Jan-2026 23:05
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Let see tomorrow how this YS perform...hopefully up.
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waitlonglong2011
Senior |
26-Jan-2026 17:11
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https://www.channelnewsasia.com/asia/myanmar-election-victory-power-union-solidarity-development-party-junta-5882736
Myanmar pro-military party declares victory in junta-run polls |
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tec96157
Senior |
23-Jan-2026 11:09
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Alamak... tidur liao ah? 
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Kurnia
Veteran |
19-Jan-2026 09:38
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WONDER WHERE IS MR SERGE PUN NOW..
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tec96157
Senior |
16-Jan-2026 11:40
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Hahah all xiao liao... I aim for 0.095 will do.. 🥰 🥰 | ||||
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Kurnia
Veteran |
16-Jan-2026 10:21
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1 dollar
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rlong8288
Master |
13-Jan-2026 20:55
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25 cents | ||||
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tankoksee
Supreme |
13-Jan-2026 20:32
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20 cts? | ||||
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tec96157
Senior |
13-Jan-2026 20:19
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Engine start.. let see tomorrow. 💪 💪 💪 | ||||
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