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pursuer76 Veteran	12-Mar-2024 13:08        pursuer76 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Well, I thought they need to announce in SGX. Anyway, the cancellation doesn' t seem to have any impact. Price still stagnant. pkli899      ( Date: 12-Mar-2024 13:04) Posted: Announce what? Shares cancellation they did.
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pkli899 Supreme	12-Mar-2024 13:04        pkli899 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Announce what? Shares cancellation they did.
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pursuer76 Veteran	12-Mar-2024 12:56        pursuer76 About Contact  Quote this Post!
x 0   x 0  Alert Admin	How come YSJFH didn' t announce in SGX?  MambaFinancial89      ( Date: 12-Mar-2024 12:08) Posted: Lim & Tan commentary for reference: Yangzijiang Financial Holding / YZJFH ($0.32, down 0.5 cents) has announced that it has cancelled excess and unutilised treasury shares to enhance shareholders value. The number of treasury shares cancelled is 276,611,100, effectively reducing the number of treasury shares held before cancellation from 410,249,900 to 133,638,800 after cancellation (as of 7 March 2024).  At S$0.32, Yangzijiang Financial is capitalised at S$1.1bln and trades at undemanding valuations of 5.8x P/E, 0.3x P/B and 6.9% dividend yield. YZJFHs cancellation of treasury shares is seen as a positive, permanently reducing the total number of shares and uplift earnings and book value per share. While investor sentiments continue to look for a recovery in Chinas real estate sector, share price may see support in YZJFHs S$1.4bln cash pile, greater than its current market cap. Based on Bloomberg consensus target price of 45 cents, potential upside from its last traded price of 32 cents is about 40%. money4life      ( Date: 12-Mar-2024 11:37) Posted: Saw Lim and Tan good analysts in nextinsights, unfortunately still have to wait for BB to get in. Not easy to bring price up from big sellers
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MambaFinancial89 Veteran	12-Mar-2024 12:08        MambaFinancial89 About Contact  Quote this Post! Style: Fundamental   Yells: "Be greedy when others are fearful. "
x 1   x 0  Alert Admin	Lim & Tan commentary for reference: Yangzijiang Financial Holding / YZJFH ($0.32, down 0.5 cents) has announced that it has cancelled excess and unutilised treasury shares to enhance shareholders value. The number of treasury shares cancelled is 276,611,100, effectively reducing the number of treasury shares held before cancellation from 410,249,900 to 133,638,800 after cancellation (as of 7 March 2024).  At S$0.32, Yangzijiang Financial is capitalised at S$1.1bln and trades at undemanding valuations of 5.8x P/E, 0.3x P/B and 6.9% dividend yield. YZJFHs cancellation of treasury shares is seen as a positive, permanently reducing the total number of shares and uplift earnings and book value per share. While investor sentiments continue to look for a recovery in Chinas real estate sector, share price may see support in YZJFHs S$1.4bln cash pile, greater than its current market cap. Based on Bloomberg consensus target price of 45 cents, potential upside from its last traded price of 32 cents is about 40%. money4life      ( Date: 12-Mar-2024 11:37) Posted: Saw Lim and Tan good analysts in nextinsights, unfortunately still have to wait for BB to get in. Not easy to bring price up from big sellers
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emailpeter Veteran	12-Mar-2024 11:43        emailpeter About Contact  Quote this Post!
x 0   x 1  Alert Admin	Wow, like-minded. I was jilted by this YF8 gf on Feb 14. So I painfully exited much and loaded more on 3188.HK, 3067.HK and BS6.SI. ​ Hope we made the right decision....cheers and thanks for the tip. BinderyT      ( Date: 11-Mar-2024 17:02) Posted: Those who want exposure to China can look at iShare CSI 300 (2846.HK).   It has been going up non-stop since bottoming on 5 Feb.
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money4life Senior	12-Mar-2024 11:37        money4life About Contact  Quote this Post!
x 0   x 0  Alert Admin	Saw Lim and Tan good analysts in nextinsights, unfortunately still have to wait for BB to get in. Not easy to bring price up from big sellers
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BinderyT Elite	12-Mar-2024 11:18        BinderyT About Contact  Quote this Post!
x 0   x 1  Alert Admin	SG.   Where do you think our local banks make the bulk of their money?   The returns may not be as good as China but the risks are infinitely lower and any returns is better than $0. volvo125      ( Date: 12-Mar-2024 11:03) Posted: Huh ? You still have the view that YFH should continue to deploy cash onto DI ? Most people certainly don' t as market deemed China debts and property crisis as a plague. I thought I' m one of the few still believe YFH should continue to do so though in a more prudent manner with more stringent due diligence ... BinderyT      ( Date: 12-Mar-2024 10:40) Posted: Bro, synopsis tells us what we already know.   It is bullshit.   FH should deploy cash for DI during this high interest rate period but is not doing it.   China may be a risk but SG is not.   Everything FH has done points to only one thing - Ren treating FH as personal piggy bank and just wants to preserve capital.   Screw the shareholders
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volvo125 Master	12-Mar-2024 11:03        volvo125 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Huh ? You still have the view that YFH should continue to deploy cash onto DI ? Most people certainly don' t as market deemed China debts and property crisis as a plague. I thought I' m one of the few still believe YFH should continue to do so though in a more prudent manner with more stringent due diligence ... BinderyT      ( Date: 12-Mar-2024 10:40) Posted: Bro, synopsis tells us what we already know.   It is bullshit.   FH should deploy cash for DI during this high interest rate period but is not doing it.   China may be a risk but SG is not.   Everything FH has done points to only one thing - Ren treating FH as personal piggy bank and just wants to preserve capital.   Screw the shareholders. volvo125      ( Date: 12-Mar-2024 10:33) Posted: Any brothers here have cimb account to dL the latest full analyst update report issued in Mar ?  This is the link to the cimb report excerpts :  https://sginvestors.io/analysts/research/2024/03/yangzijiang-financial-cgs-cimb-research-2024-03-01
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BinderyT Elite	12-Mar-2024 10:47        BinderyT About Contact  Quote this Post!
x 0   x 0  Alert Admin	Also, screw CIMB.   They have been overly optimistic and misguiding investors to help FH.   Their target price to match China banks?   China banks average ROE is twice of FH.   You can' t give a TP based on an assumption that is unsupported by catalysts.   The CIMB analysts should be fired for being incompetent and consistently wrong.
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BinderyT Elite	12-Mar-2024 10:40        BinderyT About Contact  Quote this Post!
x 0   x 1  Alert Admin	Bro, synopsis tells us what we already know.   It is bullshit.   FH should deploy cash for DI during this high interest rate period but is not doing it.   China may be a risk but SG is not.   Everything FH has done points to only one thing - Ren treating FH as personal piggy bank and just wants to preserve capital.   Screw the shareholders. volvo125      ( Date: 12-Mar-2024 10:33) Posted: Any brothers here have cimb account to dL the latest full analyst update report issued in Mar ?  This is the link to the cimb report excerpts :  https://sginvestors.io/analysts/research/2024/03/yangzijiang-financial-cgs-cimb-research-2024-03-01
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volvo125 Master	12-Mar-2024 10:33        volvo125 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Any brothers here have cimb account to dL the latest full analyst update report issued in Mar ?  This is the link to the cimb report excerpts :  https://sginvestors.io/analysts/research/2024/03/yangzijiang-financial-cgs-cimb-research-2024-03-01
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SAVIORFOREVER Supreme	12-Mar-2024 10:12        SAVIORFOREVER About Contact  Quote this Post!
x 0   x 4  Alert Admin	Even if you responded, he will just keep posting Trade with expectation and DYODD pkli899      ( Date: 12-Mar-2024 10:07) Posted: People who keep babbling nonsense can be ignored. No need to response.
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pkli899 Supreme	12-Mar-2024 10:07        pkli899 About Contact  Quote this Post!
x 0   x 0  Alert Admin	People who keep babbling nonsense can be ignored. No need to response.
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SAVIORFOREVER Supreme	12-Mar-2024 08:34        SAVIORFOREVER About Contact  Quote this Post!
x 1   x 3  Alert Admin	Don't try to be smart. Trade with reality and DYODD sgng123      ( Date: 11-Mar-2024 15:52) Posted: Today SBB most likely as 0.32 get defended and shortist dumping. Maybe 2-3 mil SBB today, keep swinging till SBB 200m fund exhausted. 130+ m used and remaining fund can last till end 2024. Too much float shares , need to reduce it below 3b shares.
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HVRRVH Elite	11-Mar-2024 22:02        HVRRVH About Contact  Quote this Post!
x 0   x 0  Alert Admin	Hopefully SSG is the one buying. Likely too as it will be meaningless for them to hold only 3m shares. I think many retailers here already hold more than 3m shares.  volvo125      ( Date: 11-Mar-2024 21:14) Posted: No SBB, yet  we saw a consistently replenishing support of 10m~12m @0.32 during the whole day to absorb the blunt 4.5m selldown, this was a good sign showing someone(s) big other than YFH are also tanking the support. Also, ACIM, Blackrock and State Streets Global updated their holdings as at 29Feb.  ACIM at 47.147m (up 540k against 31Jan), BR at 31.216m (no change against 31Jan), SSG at 3.4m (no change against 31Dec).  Winnertakeall      ( Date: 11-Mar-2024 19:34) Posted: Looking forward but no SBB till now
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volvo125 Master	11-Mar-2024 21:14        volvo125 About Contact  Quote this Post!
x 1   x 0  Alert Admin	No SBB, yet  we saw a consistently replenishing support of 10m~12m @0.32 during the whole day to absorb the blunt 4.5m selldown, this was a good sign showing someone(s) big other than YFH are also tanking the support. Also, ACIM, Blackrock and State Streets Global updated their holdings as at 29Feb.  ACIM at 47.147m (up 540k against 31Jan), BR at 31.216m (no change against 31Jan), SSG at 3.4m (no change against 31Dec).  Winnertakeall      ( Date: 11-Mar-2024 19:34) Posted: Looking forward but no SBB till now   sgng123      ( Date: 11-Mar-2024 15:52) Posted: Today SBB most likely as 0.32 get defended and shortist dumping. Maybe 2-3 mil SBB today, keep swinging till SBB 200m fund exhausted. 130+ m used and remaining fund can last till end 2024. Too much float shares , need to reduce it below 3b shares.
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Winnertakeall Elite	11-Mar-2024 19:34        Winnertakeall About Contact  Quote this Post!
x 0   x 0  Alert Admin	Looking forward but no SBB till now   sgng123      ( Date: 11-Mar-2024 15:52) Posted: Today SBB most likely as 0.32 get defended and shortist dumping. Maybe 2-3 mil SBB today, keep swinging till SBB 200m fund exhausted. 130+ m used and remaining fund can last till end 2024. Too much float shares , need to reduce it below 3b shares.
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BinderyT Elite	11-Mar-2024 17:02        BinderyT About Contact  Quote this Post!
x 1   x 0  Alert Admin	Those who want exposure to China can look at iShare CSI 300 (2846.HK).   It has been going up non-stop since bottoming on 5 Feb.
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sgng123 Supreme	11-Mar-2024 15:52        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Today SBB most likely as 0.32 get defended and shortist dumping. Maybe 2-3 mil SBB today, keep swinging till SBB 200m fund exhausted. 130+ m used and remaining fund can last till end 2024. Too much float shares , need to reduce it below 3b shares.
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emailpeter Veteran	11-Mar-2024 10:44        emailpeter About Contact  Quote this Post!
x 1   x 0  Alert Admin	I think you were one of the originating shareholders of YZJSB. As your investment profile fits it well. It has both a secure LT DPS with growing cash. And added rational share valuation that follows any growing fundamentals. It' s still not anywhere near its fair value. Pre-split retailers will benefit from keeping both shares.  As I see it, FH will challenge itself to find success in 3 yrs time. Succeed, we gain too. If can' t, SB can easily amalgamate it back, 38c x 3.6m. Also a win-win.... pasttime      ( Date: 11-Mar-2024 07:47) Posted: ifast is a good company to invest in except that it is too richly price. let' s do a compare. different business. yzjfh is conservative investing own fund. cash per share $0.448 debt $0.73m ifast is more like banking and should more likely compared to dbs, uob, ocbc and singtel (50% share of full license digital bank) one of bank risk is always bank run. and if bank who is not logical to match deposit cash timeline with loan cash timeline then when they face an organized bank run they are gone. yzjfh price to book 0.3  ifast 8.25 yzjfh pe 5.94  ifast 75.08 to me ifast looks like over price the potential into 3-4 years later price at a grow rate of 100%. yzjfh is too low below my est. value of $0.4 base on dividend declared. whether it will be 2+ cents or average or 3+ cents average dividend only time can tell. i believe growth base on ren good track records of growing yzjsb. you judge but only invest money that can hold. as shorts are in desperate mode to cover and using fiancial tricks, mouth piece to try talk down, divert money away. with share buy back power restore yzjfh is very near to low. ​ dyodd
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