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YZJFH - potentially rewarding Post Reply Rate topic
SAVIORFOREVER Supreme	29-Feb-2024 09:29        SAVIORFOREVER About Contact  Quote this Post!
x 0   x 4  Alert Admin	Any kind soul can throw 335? Trade with dividends and DYODD
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BinderyT Elite	29-Feb-2024 09:22        BinderyT About Contact  Quote this Post!
x 0   x 1  Alert Admin	Good, at least you are realistic.   The issue is not the company, it is Ren, who is treating FH as his personal piggy bank and throwing scraps to retail investors.   Otherwise this is easily a 75-80 share price with 3.5c dividend. SAVIORFOREVER      ( Date: 29-Feb-2024 09:16) Posted: 40 is impossible unless next result shows drastic improvement. Trade with reality and DYODD ss2017.      ( Date: 29-Feb-2024 09:01) Posted: I believe price range 33~43 towards XD in May. Likely price stays at the upper range. If below 33 I will buy more before and after XD. 🥂
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SAVIORFOREVER Supreme	29-Feb-2024 09:16        SAVIORFOREVER About Contact  Quote this Post!
x 0   x 4  Alert Admin	40 is impossible unless next result shows drastic improvement. Trade with reality and DYODD ss2017.      ( Date: 29-Feb-2024 09:01) Posted: I believe price range 33~43 towards XD in May. Likely price stays at the upper range. If below 33 I will buy more before and after XD. 🥂
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BinderyT Elite	29-Feb-2024 09:14        BinderyT About Contact  Quote this Post!
x 0   x 1  Alert Admin	Nope.   FH gave rosy picture in H1 by upwards revision of +$34m (financial assets) and +$8m (DI) to give " stunning" 4.39 EPS.   Then reversed everything to push H2 down to 1.08 EPS.   He did the same last year, people just refused to learn. pasttime      ( Date: 29-Feb-2024 08:49) Posted: think they squeeze the provision etc to 2h as by then more clear of the situations. for current fy things has furhter improved. with more housing measures relaxed and money pour into economy.  the trigger point will be fed reducing interest rates.  sgng123      ( Date: 29-Feb-2024 08:11) Posted: This is the complete full year result post spinoff and we get insight on  yzjfh reporting style. YZJFH 1H result very strong usual by looking at it u know 80% net profit. YZJFH 2H result small profit or losses as company taxes, DI allowance, NPL provision etc. Basically they squeeze all expense into 2H resulting in small profit or losses. Very different from our practise where every expense evenly spread out. Thing might change once they invest cash in sg assets.
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SAVIORFOREVER Supreme	29-Feb-2024 09:05        SAVIORFOREVER About Contact  Quote this Post!
x 0   x 3  Alert Admin	Who sold 335? Trade with goondu and DYODD
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ss2017. Supreme	29-Feb-2024 09:01        ss2017. About Contact  Quote this Post!
x 0   x 0  Alert Admin	I believe price range 33~43 towards XD in May. Likely price stays at the upper range. If below 33 I will buy more before and after XD. 🥂
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Jack008 Member	29-Feb-2024 08:53        Jack008 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Had to wait 3 years ....Per roadmap...😊 .
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pasttime Supreme	29-Feb-2024 08:49        pasttime About Contact  Quote this Post!   Yells: "gold silver are real money. not others iou."
x 0   x 0  Alert Admin	think they squeeze the provision etc to 2h as by then more clear of the situations. for current fy things has furhter improved. with more housing measures relaxed and money pour into economy.  the trigger point will be fed reducing interest rates.  sgng123      ( Date: 29-Feb-2024 08:11) Posted: This is the complete full year result post spinoff and we get insight on  yzjfh reporting style. YZJFH 1H result very strong usual by looking at it u know 80% net profit. YZJFH 2H result small profit or losses as company taxes, DI allowance, NPL provision etc. Basically they squeeze all expense into 2H resulting in small profit or losses. Very different from our practise where every expense evenly spread out. Thing might change once they invest cash in sg assets.
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BinderyT Elite	29-Feb-2024 08:44        BinderyT About Contact  Quote this Post!
x 0   x 2  Alert Admin	2.2 cents, which is exactly what I predicted.   Stop overanalyzing technicals.   I told you that Ren will adjust his writeoffs of financial assets and debts to determine the dividend he wants to give.   History repeats itself over and over again.
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Amateurinvestor Veteran	29-Feb-2024 08:28        Amateurinvestor About Contact  Quote this Post!
x 0   x 0  Alert Admin	This is an oppo play should drop again today
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SAVIORFOREVER Supreme	29-Feb-2024 08:26        SAVIORFOREVER About Contact  Quote this Post!
x 1   x 4  Alert Admin	Likely to see 35 soon. Feel sorry for those who sold big below 34. After ex-dividend then below 35 again? Trade with expectation and DYODD
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pasttime Supreme	29-Feb-2024 08:23        pasttime About Contact  Quote this Post!   Yells: "gold silver are real money. not others iou."
x 0   x 0  Alert Admin	reasonable set of results. good things are 1. more cash now. cash is ammo to launch aggression. potential is huge from this point. 2.  dividend is slightly lesser then my expectations of 2.5cents. but it does established a trend of increasing dividend which is more important. 1.8, 2.2,    hoping to have in future..  2.8 , 3.5, etc at 2.2 cents the rate is better then cpf sa accounts until above 48 cents. (little bit buffer for risk versus cpf almost no risk) 3. need an indications to the treasury above 10%. like cancelling or selling to a fund to bring below 10% and enough for more buy back.  until next agm. buy back should continue.  chase the shorts on their retreat path. average treasury cost is 36.47cents.    1 shareholders view only. dyodd
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sgng123 Supreme	29-Feb-2024 08:11        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	This is the complete full year result post spinoff and we get insight on  yzjfh reporting style. YZJFH 1H result very strong usual by looking at it u know 80% net profit. YZJFH 2H result small profit or losses as company taxes, DI allowance, NPL provision etc. Basically they squeeze all expense into 2H resulting in small profit or losses. Very different from our practise where every expense evenly spread out. Thing might change once they invest cash in sg assets.
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sgng123 Supreme	29-Feb-2024 06:41        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	SBB 131m 9% is for FY Dec 23, they buy back very aggressive in jan and total treasury now standing 10%. Those are locked down in treasury stock with no voting right / dividend. SBB engine would reboot today till end march when we need to vote for next ssb 2024. Cash value 0.448 is 180% of stock price very very insane.
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ss2017. Supreme	29-Feb-2024 06:17        ss2017. About Contact  Quote this Post!
x 0   x 0  Alert Admin	Anyone any ideas of the the purchased SBB 131m ? Any possibility of using it as a late angbao for retail investors and for staff members benefit/ incentive etc.
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vicloo Supreme	29-Feb-2024 05:54        vicloo About Contact  Quote this Post!
x 0   x 0  Alert Admin	For ppl who hold it early example at 0.45c is around 4.9%. Slightly better than Tbill but with paperloss. kt3152      ( Date: 28-Feb-2024 23:25) Posted: Much better than putting in FD or bonds such as T bill...... HVRRVH      ( Date: 28-Feb-2024 22:13) Posted: Oh forgot to add. The dividend amount is almost 6.7% of my holding cost. Happy.
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tch77_pt75 Veteran	29-Feb-2024 05:52        tch77_pt75 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Not sure how high can this chinese stock rises? Lol
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Segarvale Senior	29-Feb-2024 01:02        Segarvale About Contact  Quote this Post!
x 0   x 0  Alert Admin	Exactly. I do hope market is looking at the effort that the coy is trying to reduce from the riskier DI due to the property crisis. With a higher cash per share now, no reason for share price to see another new low. I believed the coy will be deploying $1b of proprietary capital this year as mentioned and could at least replace some of the lost interest income..anyway, slow and steady yoy increase can already..at 0.3nav, nothing much to worry as well..at least for now haha volvo125      ( Date: 29-Feb-2024 00:37) Posted: The back to back NPL allowance made was actually 42.3m, not 34m, as there was a reversal of the $8.5m write back in 1H23. However, the good news is net NPL has reduced significantly from $996m to $653m.  Scaling DI further down to 40% in 2H23 and eventually to 30% going further could be a good or bad thing. The immediate loss of interest incomes (~12% pa) is a profound negative impact that we are seeing now and going further, which will affect the DPS, and not sure when MF or Pte Credits or P& PE could really replace this income loss, However, if scaling down DI will indeed going to make the investors at large much happier and could potentially lead to a higher price, then YFH decision is probably right ....  Segarvale      ( Date: 28-Feb-2024 23:29) Posted: When there is something to compare, there will be expectation. If market is expecting what FH should deliver based on cimb analyst report, then it will be a disappointment needless to say. If we look at another perspective, yoy is an improvement. Cash and enhancement yield product is a $1.6b, translated to $0.448 per share. DI has decreased to $1.7b and will be reduced progressively to BELOW 30% in the near future. So far still cant see much growth in investment except for maritime fund as FH is still holding on to cash waiting for deployment. If DI is the culprit for the low share price, the fast track reduction should be seen as a positive sign. Another round of credit allowance 34m this year. Definately not a good sign, so thankful that the mgmt redeemed a net 700m of DI, reducing the concentrated risk. Growth is still what the market is keen to see for price to shoot. Hope to see some interesting events happening this year..
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sgng123 Supreme	29-Feb-2024 00:49        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Debt investment is the bane of low stock price. More free cash less DI is better for stock price. Maybe Ren gona make call to delist YZJFH lol. Current low valuation is very bad reputation for maritime fund.
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volvo125 Master	29-Feb-2024 00:37        volvo125 About Contact  Quote this Post!
x 0   x 0  Alert Admin	The back to back NPL allowance made was actually 42.3m, not 34m, as there was a reversal of the $8.5m write back in 1H23. However, the good news is net NPL has reduced significantly from $996m to $653m.  Scaling DI further down to 40% in 2H23 and eventually to 30% going further could be a good or bad thing. The immediate loss of interest incomes (~12% pa) is a profound negative impact that we are seeing now and going further, which will affect the DPS, and not sure when MF or Pte Credits or P& PE could really replace this income loss, However, if scaling down DI will indeed going to make the investors at large much happier and could potentially lead to a higher price, then YFH decision is probably right ....  Segarvale      ( Date: 28-Feb-2024 23:29) Posted: When there is something to compare, there will be expectation. If market is expecting what FH should deliver based on cimb analyst report, then it will be a disappointment needless to say. If we look at another perspective, yoy is an improvement. Cash and enhancement yield product is a $1.6b, translated to $0.448 per share. DI has decreased to $1.7b and will be reduced progressively to BELOW 30% in the near future. So far still cant see much growth in investment except for maritime fund as FH is still holding on to cash waiting for deployment. If DI is the culprit for the low share price, the fast track reduction should be seen as a positive sign. Another round of credit allowance 34m this year. Definately not a good sign, so thankful that the mgmt redeemed a net 700m of DI, reducing the concentrated risk. Growth is still what the market is keen to see for price to shoot. Hope to see some interesting events happening this year..
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