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ss2017. Supreme	29-Dec-2022 09:39        ss2017. About Contact  Quote this Post!
x 0   x 1  Alert Admin	A new phenomenon, reversal is coming. May be, May be. SmallSmall      ( Date: 29-Dec-2022 09:31) Posted: 1 mouth eat up 6.2 mil at $0.35
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SmallSmall Supreme	29-Dec-2022 09:31        SmallSmall About Contact  Quote this Post!
x 1   x 0  Alert Admin	1 mouth eat up 6.2 mil at $0.35
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Sgvale Supreme	29-Dec-2022 07:59        Sgvale About Contact  Quote this Post!
x 1   x 1  Alert Admin	Price stagnant like this is also those who want to buy already bought. Wait for next good or bad news to turn direction
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sgng123 Supreme	29-Dec-2022 06:27        sgng123 About Contact  Quote this Post!
x 0   x 2  Alert Admin	Most who want out alrdy exit in June, currently trend driven by hedge fund to.load in cheap. The early Jan china reopen caught a lot of shortlist off guard, china economy most likely would rebound strongly in 1H023. The real estate crisis most likely would ebb as it is intiially caused by liquidity squeeze engineering by china CCP, it not a mortgage crisis. Now china state bank pumping cash to cover for CCP mistakes. Think there would a YZJFH news release later to resolve the 3q high NPL issues as SSB still not activated. Lot of self inflicted crisis in china due to political infighting in CCP.
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pasttime Supreme	28-Dec-2022 20:16        pasttime About Contact  Quote this Post!   Yells: "gold silver are real money. not others iou."
x 0   x 1  Alert Admin	there were 455k shorts at ave of 0.348 there is zero qty sold to buyer at 0.35.  ie the shorts were on the sell q. more then 50%  of short were sold at 0.35. now it is easy to see that shorts were indeed creating a wall to block the upward movement of price.  time is running out for them. looks like they are still trying to collect back at 0.345 or lower.  if there is enough bull who see value, is it possible to grab more bear fur. jsut for after dinner talk talk only. dyodd
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explosive2013 Master	28-Dec-2022 18:38        explosive2013 About Contact  Quote this Post!
x 1   x 2  Alert Admin	No manipulation. Just few substantial holder want to exit YZJFH but volume very low so not able to sold all and exit yzjfh before 31 Dec 2022... HVRRVH      ( Date: 28-Dec-2022 18:23) Posted: Hmm... Who is/are manipulating YZJF share price? Price stagnant doesn' t mean it was being manipulated, on the other hand, price shoot up for no reason is more likely due to manipulation. Just have patience if you really believe in YZJF, for all you know, price may stay stagnant for another 3-4 years.Apparently big players stil willing to sell at 345/350 level. Last week bought some from Morgan Stanely @ 345. But It is ok if YZJF keep paying out minimum 40% dividend because I am confident in their profitability. If down the road I am proven wrong, then I am wrong but frankly, currently there is nothing to talk about YZJF, no new catalyst.  ss2017.      ( Date: 28-Dec-2022 13:19) Posted: "36 years' jail for mastermind of scheme that led to S$8 billion penny stock crash in 2013" The partner being jailed for 20 years on share manipulation. Share manipulators must be extra careful now when they cornered a particular counter.
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soeteono Senior	28-Dec-2022 18:30        soeteono About Contact  Quote this Post!
x 0   x 0  Alert Admin	Many fake Qs added and withdraw suddenly, but not caught ? pursuer76      ( Date: 28-Dec-2022 14:02) Posted: Doubt it will happen to institutions.  They have been placing fake queues every trading day. Nothing happens to them leh. ss2017.      ( Date: 28-Dec-2022 13:19) Posted: "36 years' jail for mastermind of scheme that led to S$8 billion penny stock crash in 2013" The partner being jailed for 20 years on share manipulation. Share manipulators must be extra careful now when they cornered a particular counter.
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HVRRVH Elite	28-Dec-2022 18:23        HVRRVH About Contact  Quote this Post!
x 1   x 1  Alert Admin	Hmm... Who is/are manipulating YZJF share price? Price stagnant doesn' t mean it was being manipulated, on the other hand, price shoot up for no reason is more likely due to manipulation. Just have patience if you really believe in YZJF, for all you know, price may stay stagnant for another 3-4 years.Apparently big players stil willing to sell at 345/350 level. Last week bought some from Morgan Stanely @ 345. But It is ok if YZJF keep paying out minimum 40% dividend because I am confident in their profitability. If down the road I am proven wrong, then I am wrong but frankly, currently there is nothing to talk about YZJF, no new catalyst.  ss2017.      ( Date: 28-Dec-2022 13:19) Posted: "36 years' jail for mastermind of scheme that led to S$8 billion penny stock crash in 2013" The partner being jailed for 20 years on share manipulation. Share manipulators must be extra careful now when they cornered a particular counter.
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pursuer76 Veteran	28-Dec-2022 14:02        pursuer76 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Doubt it will happen to institutions.  They have been placing fake queues every trading day. Nothing happens to them leh. ss2017.      ( Date: 28-Dec-2022 13:19) Posted: "36 years' jail for mastermind of scheme that led to S$8 billion penny stock crash in 2013" The partner being jailed for 20 years on share manipulation. Share manipulators must be extra careful now when they cornered a particular counter.
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ss2017. Supreme	28-Dec-2022 13:19        ss2017. About Contact  Quote this Post!
x 0   x 2  Alert Admin	"36 years' jail for mastermind of scheme that led to S$8 billion penny stock crash in 2013" The partner being jailed for 20 years on share manipulation. Share manipulators must be extra careful now when they cornered a particular counter.
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pasttime Supreme	28-Dec-2022 08:31        pasttime About Contact  Quote this Post!   Yells: "gold silver are real money. not others iou."
x 0   x 1  Alert Admin	as they process the 30% npl with renewal,think there will be more interest income and processing  fee on top of normal interest. yzjfh huating. above 2c dividend? sgng123      ( Date: 24-Dec-2022 01:40) Posted: Don worry too much on YZJFH NPL since they account for the full chuck real estate 30% alrdy Typically the borrower would pay up before their debt default since their collateral is worth more if taken and auction off. Seeing how stock price actually stabilise after news out with no support from SSB nail the guess that YZJFH price down to cash value. Now SBB not reboot meaning there Gona be a follow up on the NPL before year end as the report out on 5 Dec actually account for financial year ending 30sep. I guess now YZJFH together with their customers busy arranging for interest to be repaid for full year and next before default and borrower lose their lands. Once they settled it, they announced it and write back the NPL and provision in Dec. However don expect YZJFH to zoom to it NTA as international investors still don like china DI and PE fund. YZJFH would only trade at cash value and sg based fund valuation appro 0.55X NTA since DI and PE account for 45% total asset after YZJFH complete transition end 2023. sg most likely would hold $1b once they transfer money end 2022 or early 2023 YZJFH would hold very high cash in china after big chuck of it DI mature in 2023, trade on it cash value and sg investment. China DI and PE fund used for generating dividend so we all get annual 8+% yield from current stock price. It zoom back to it listing price once china stabilised and NPL issue resolve as interest get repaid.
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ss2017. Supreme	27-Dec-2022 19:43        ss2017. About Contact  Quote this Post!
x 2   x 3  Alert Admin	w3 surges up can be fast and furious. A golden crosss , breaking trend line resistance and dojis breakout all are pointing towards a sustainable bull run for yzjfh. Cheers from tomorrow onwards.
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sgng123 Supreme	24-Dec-2022 01:40        sgng123 About Contact  Quote this Post!
x 2   x 0  Alert Admin	Don worry too much on YZJFH NPL since they account for the full chuck real estate 30% alrdy Typically the borrower would pay up before their debt default since their collateral is worth more if taken and auction off. Seeing how stock price actually stabilise after news out with no support from SSB nail the guess that YZJFH price down to cash value. Now SBB not reboot meaning there Gona be a follow up on the NPL before year end as the report out on 5 Dec actually account for financial year ending 30sep. I guess now YZJFH together with their customers busy arranging for interest to be repaid for full year and next before default and borrower lose their lands. Once they settled it, they announced it and write back the NPL and provision in Dec. However don expect YZJFH to zoom to it NTA as international investors still don like china DI and PE fund. YZJFH would only trade at cash value and sg based fund valuation appro 0.55X NTA since DI and PE account for 45% total asset after YZJFH complete transition end 2023. sg most likely would hold $1b once they transfer money end 2022 or early 2023 YZJFH would hold very high cash in china after big chuck of it DI mature in 2023, trade on it cash value and sg investment. China DI and PE fund used for generating dividend so we all get annual 8+% yield from current stock price. It zoom back to it listing price once china stabilised and NPL issue resolve as interest get repaid.
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emailpeter Veteran	23-Dec-2022 23:54        emailpeter About Contact  Quote this Post!
x 1   x 0  Alert Admin	Some very good points brought up over this last page. Volvo, you, jandec, and many others. We got to keep being objective, be it positive or negative news & deductions. Such will give us honest opinions to guide our investment strategy. Sorry I've nothing furthrr of concrete stuff to add. We seek comfort that price is hammered till cash value, and a huge potential chunk not reflected into it. Downside limited. Upside tremendous at some future years... Need lotsa patience now. Till those NPL info gets hammered out. I do know for a fact, the property defaults are huge. I get email updates from Debtwire research group. Their monthly study of very detailed individual property developers is real & telling. Agile, Forest, to Evergrande to all others, they give monthly details of defaults. Almost all are encountering defaults or delays on debt payment. Whether we want to blame covid lockdown is academic., Or engineered defaults A default is a default. It might take a year to see thru FH movements on these NPLs. sgng123      ( Date: 23-Dec-2022 19:47) Posted: Most likely the borrower would be able to avoid default on their debt by paying back the interest owned at end 2022 with cash support from china banks. the real estate DI sadly would be rolled over once debt maturity reached as debtors faced liquidity but it only account for 30% of total DI portfolio. YZJFH would be stuck with $750m of real estate DI till china property market recover, hopefully rest of DI no more default and principal all returned once mature. According to the plan once DI reduced to 30%, another big slice of free cash would be free up and most likely the stock price would reflect. It can double in value in very short time as the free up cash appro $1.2b same as current free cash.
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sgng123 Supreme	23-Dec-2022 19:47        sgng123 About Contact  Quote this Post!
x 0   x 1  Alert Admin	Most likely the borrower would be able to avoid default on their debt by paying back the interest owned at end 2022 with cash support from china banks. the real estate DI sadly would be rolled over once debt maturity reached as debtors faced liquidity but it only account for 30% of total DI portfolio. YZJFH would be stuck with $750m of real estate DI till china property market recover, hopefully rest of DI no more default and principal all returned once mature. According to the plan once DI reduced to 30%, another big slice of free cash would be free up and most likely the stock price would reflect. It can double in value in very short time as the free up cash appro $1.2b same as current free cash.
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Jandec Veteran	23-Dec-2022 13:09        Jandec About Contact  Quote this Post!
x 2   x 1  Alert Admin	A third world war seems unlikely at this time, as there is no incentive to invite disaster to home - Xi and Putin knows this very well. China will recover from the covid situation they brought upon themselves due to mismanagement and pride. But eventually they will come back. so when that time comes, which could be very soon, I think the stock price of YZJ financial will be spiralling upwards like nobody business. Now it' s so low, a more than 100% profit is very possible for those who keep and wait.  As for traders, they will continue to punt on the stock, but once a change comes back, the short positions can bankrupt those who short big on leverage using CFD.  so its advisable not to short this stock.The past weeks show us that Xi is not totally unreasonable, just a bit low IQ with big ego that' s all. He didn' t plan for the situation breaking out in China today, this testifies to the low IQ and the big ego tag. But it also shows he will back down when he knows he cannot win. So unlikely he will try to start a war. As for Putin, he' s now so trapped in his Ukraine war that a possible backing down may be coming soon - he can' t win, not if Patriot missiles are in Ukraine. He also knows that Ukraine has capability to go all the way to Moscow to create mayhem if they choose.  Supposing Ukraine has nuclear capability? Putin cannot devastate Ukraine, if he tries, the Patriot missiles intercepts. But once he presses the button to fire nuclear missiles, they may find Russia itself may come under attack. I think once the Patriot goes into Ukraine, the war game changes dramatically.  Israel has Patriot, that' s why able to survive with hostile neighbours. Can' t rule out possibility Ukraine won' t get hold of nuclear weapons. Or even biological. Russians can no longer think this is a one sided, sure win war. There' s a price to pay for aggression. I think this is the way it will roll out in 2023. Peace will come. And stocks will fly, given inflation is lowered and Fed has less pressure to continue pumping rate increases.
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pasttime Supreme	23-Dec-2022 07:53        pasttime About Contact  Quote this Post!   Yells: "gold silver are real money. not others iou."
x 1   x 1  Alert Admin	concur with volvo125 opinion. key to winning is to buy small amount relative to your overall porfolio. so as not to be affected by price movement. in time when big operator has done their job either cover shorts or accumulate then price will move up. to win just don' t get shake out. it is quite difficult to cover the shorts reported. the average shorts value per share has moved up form 33.5 to 34.5.  still has 48m to go. hope they cover soon as each day pass we get nearer to reporting date. after financial reporting if there is any attempt to dump down it can be coiunter with share buy back as there are 135m+ shares capacity available before hitting limit.  think share buy back also cannot do now as no real shares sell available.  i think shorts in a way is trap. any covering will results in more people on side line to jump in causing price to spiral up. always suspect the big trade at 34.5 is not real. just to create frustrations so to be able to slowly buy back at 35. my opinion only dyodd
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volvo125 Master	22-Dec-2022 23:51        volvo125 About Contact  Quote this Post!
x 1   x 0  Alert Admin	We do not know and we cannot tell because we do not have the system to see detailed trade flows. For example, the BBs can deploy $10m to burst dump the price at short intervals to quickly and persistently hammer down the price and suppress it, and then deploy $20m over their desired longer time frame to buy back at the lower cost at their calibrated pace. The $10m burst dumps will trigger fear and attract truckloads of shorts to jump in and collectively hammer a 0.40 price to 0.31 within a short period. Thereafter the $20m or more buying back at a calibrated suppressive efforts can take many weeks or months in the ~0.33, then 0.34, then 0.35, then 0.36 ..... etc The BBs could really be accumulating with a massive Net Buy at the current low cost .... we don' t know ..... Now, one more thing to add from my previous post to give you even more confidence in holding YFH. In the unfortunate doomsday scenario that the NPL $762m suay suay ought to be fully written off with also suay suay zero recourse on monetizing the collaterals, YFH Nav will fall by 0.206 per share at the current 3691m o/s, giving a new Nav per share of 0.89. At the current price ~0.35, YFH is still deeply discounted by 61% agianst its intrinsic value and is still a very good buy. And, after the write off, YFH balance sheet is still rock solid net cash with zero default risk, though at a lower Nav 0.89. Steady right ?   soeteono      ( Date: 22-Dec-2022 19:26) Posted: Thanks Volvo for your hard works . Just bewildered why the BBs are not buying big at this level ? Are we missing something that the BBs don't ? volvo125      ( Date: 22-Dec-2022 18:40) Posted: The last known cash and cash equivalent assets reported as at 30Sep22 update has worked out to  ~$1.193B. At 3691 o/s, the cash value per share is ~0.325. Those synthicated band of Sellers can fear mongered by discounting all the assets but certainly not the Cash because the value of Cash is absolute, as in $1.193B is still undisputedly $1.193B.. This cash value will still be 0.325 even if  (1) the entire $762m NPL really becomes bad, and (2) need to be " fully" written off,  and (3) with all the supposedly very well buffered 1.2~2.3x collaterals also somehow mysteriously become worthless or cannot be seized. These $762m NPL are YFH own assets so writing off fully will only affect the NAV, and future earning streams, but certainly not the Cash. At this juncture, ~0.33 is the bare naked floor support. Unless there is a nasty WW3 in Asia or a civil war in China, for (1) or (2) or (3), or (1) and (2) and (3) to happen is a doomsday scenario that is really very, very remote. There will be write off but the impact will not be this exaggerating $762m max fear impact. The NPL could possibly dent YFH valuation to some degree BUT YFH net cash balance sheet is still very rock solid with negligible S/T and L/T debts. There is zero default risk. There is really nothing to worry about,  except probably the irritation to put up with the persistent fear mongering of those unknown big synthicated sellers that are still suppressing the price for God knows the reason.
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volvo125 Master	22-Dec-2022 23:12        volvo125 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yes ... which is why if the investor has stakes in the coy, it is important that he must seek to gain a far deeper understanding on the coy financial fundamental in order to make an objective assessment on key issues such as the risk of default, the risk of frauds, the nature and magnitude of the external challenges impacting on its revenues and incomes  .... etc, the nature of its internal challenges such as its competency relevance, cash sufficiency .... etc. This financial appraisal skillset is important to shield the investor from all the fear mongering and in turn help him decides if the problem is indeed over exaggerated and the safety margin is still intact, or that the problem is alarmingly approaching terminal and warrant an exit. john1703      ( Date: 22-Dec-2022 18:57) Posted: I have experience investing in companies with almost zero debt getting bashed down to net cash value stock price level because market took advantage of the negative situation. But once the outlook become positice, the price will shoot up tremendously to a fairer value. For these companies, my only regret was selling too cheap when the price start rising.
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GoldenPig Veteran	22-Dec-2022 22:31        GoldenPig About Contact  Quote this Post!
x 2   x 1  Alert Admin	Yes, always thankful to Volvo for his clear well-considered analyses. I do not think there is anything fundamentally wrong with YZJFH.  Sometimes the market can be very irrational and misprice a share drastically in the short term. And the short term can be a couple of years. If market sentiment is bad enough, the price may even drop way below cash value per share. Those who do not panic sell or those who have the foresight and fortitude to add during this time will be rewarded when the price eventually reverts to fair value. Based on the latest company announcements and news in China, it is highly likely that there will be net earnings and dividends to collect while we wait.   soeteono      ( Date: 22-Dec-2022 19:26) Posted: Thanks Volvo for your hard works . Just bewildered why the BBs are not buying big at this level ? Are we missing something that the BBs don't ? volvo125      ( Date: 22-Dec-2022 18:40) Posted: The last known cash and cash equivalent assets reported as at 30Sep22 update has worked out to  ~$1.193B. At 3691 o/s, the cash value per share is ~0.325. Those synthicated band of Sellers can fear mongered by discounting all the assets but certainly not the Cash because the value of Cash is absolute, as in $1.193B is still undisputedly $1.193B.. This cash value will still be 0.325 even if  (1) the entire $762m NPL really becomes bad, and (2) need to be " fully" written off,  and (3) with all the supposedly very well buffered 1.2~2.3x collaterals also somehow mysteriously become worthless or cannot be seized. These $762m NPL are YFH own assets so writing off fully will only affect the NAV, and future earning streams, but certainly not the Cash. At this juncture, ~0.33 is the bare naked floor support. Unless there is a nasty WW3 in Asia or a civil war in China, for (1) or (2) or (3), or (1) and (2) and (3) to happen is a doomsday scenario that is really very, very remote. There will be write off but the impact will not be this exaggerating $762m max fear impact. The NPL could possibly dent YFH valuation to some degree BUT YFH net cash balance sheet is still very rock solid with negligible S/T and L/T debts. There is zero default risk. There is really nothing to worry about,  except probably the irritation to put up with the persistent fear mongering of those unknown big synthicated sellers that are still suppressing the price for God knows the reason.
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