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YZJ Fin Hldg
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YZJFH - potentially rewarding
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Amateurinvestor
Veteran |
12-Jan-2023 08:30
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Same here bro, however cannot see any light at the moment? next critical milestone is the dividend announcement
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ss2017.
Supreme |
12-Jan-2023 08:06
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I think two possibilities: ding dong again
😂 or it will shoot up to 36.5.
I prefer the later hahaha
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Amateurinvestor
Veteran |
12-Jan-2023 05:42
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Yesterday up to 35.5 expecting it to drop back to 34.5-35 today? | ||||
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HVRRVH
Elite |
11-Jan-2023 15:26
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Hmm... a bit of price actions ongoing. 1 million shares sold down to 35 cents at 1501 hr, 1 million shares buy back up to 35 cents at 1510 hr plus put in 2 million shares queue at 35 cents and start attacking 35.5 cents. Personally I will not join the buy party(ies) in case buyers not resolute enough. Wait and see first. | ||||
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pasttime
Supreme |
11-Jan-2023 14:36
Yells: "gold silver are real money. not others iou." |
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cny exchange rate versus usd has improved from low of 7.3 to current 6.77. so their delay changing of cny to usd from dec to jan has bear fruits. looks like they got good people who has better knowledge of usdcny projections. after they change to 50% usd 50% cny their are quite natural hedge in usdcny pair. also the shanghai index has improved from low of 2893 to around 3166. wonder if their trading arm has made some money. also with increasing chinese government support to reduce cash flow problem of real estate. their npl will come down. also this will bring addition interest income. if they have any chance to get land from any npl now it will be of good multiple grow later. one will always wonder why my ancester never buy more land when it was cheap. these are some of the moment where land will increased in value at good rate with reducing risk. look forward to their next fy report to see how well they have taken advantage of their cash position in china recovery. |
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alvin87a
Member |
11-Jan-2023 14:00
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cha cha cha ............https://www.youtube.com/watch?v=HSCVqz6VkMk& ab_channel=DanceSportMusic | ||||
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sgng123
Supreme |
10-Jan-2023 10:46
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Be patient as 90% of Debt investment would mature in 1H. Wait for value unlock through capital reduction as currently not much Opt for yzjfh to invest excess cash as world economy expected to go into recession in 2024. Even share buyback stop for a long time might be hinting for big nrws coming. The $770 NPL in real estate most likely roll iver to new debt withchina state bank as guarantor for coupon interest payment. The$2b liquidity acess aquiref by yzjfh would ensure investors get a fat capital return. | ||||
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Sgvale
Supreme |
09-Jan-2023 10:51
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Reversal. All come out & spend | ||||
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Amateurinvestor
Veteran |
09-Jan-2023 08:41
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34.5-35-35.5 cha cha cha | ||||
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sgng123
Supreme |
08-Jan-2023 23:14
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That news is yzj shipping issue not yzj financial don mix up lol. YZJFH shit over after it include real estate DI into NPL. Now enjoy show on the shipping counter, short sellers might prey on it. |
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guiren
Veteran |
07-Jan-2023 19:02
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Yangzijiang Shipbuilding unit faces winding-up petition A COMPANY has applied for the winding up of a subsidiary of listed Yangzijiang Shipbuilding : BS6 +4.24%on the grounds of being a creditor. |
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pasttime
Supreme |
07-Jan-2023 17:42
Yells: "gold silver are real money. not others iou." |
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to short at price of 35cents is very poor risk reward. fy financial reporting is just within 37 trading days. assuming report will be by end of feb 23. so far share buy back 259.61m shares. that is about 6.57% of issue share base. now if management play hard ball and say we will do a 1 for 20 share cancellations at 50cents on first come first serve basis by a certain date. and if not satisfy use the buy back shares to cancel. in that way market will react to buy the share price to near 50cents without company spending any $. when the final date come then cancel the 1 in 20 shares (about 197.5m shares) . in that way the per share nta will go up. people who want to short the shares to gain free cash wiall be burn at the moment of annoucement. can repeat this will increasing price over time. if dividend is good market will surely react positively. if money is needed for expansion later. can always do a share placement. by then share price will be nearer to 109cents. my eat full full wishful thinking only. no reality in it now. but can always be used as a weapon. by just saying that this is one posibilities itself by management will drive share price up due to over sold position. |
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HVRRVH
Elite |
07-Jan-2023 16:51
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Among my purchases, the highest was around 61 cents, totally skipped 50-60 cents range, started to buy again at mid 40 cents and finally almost tripled the purchases at low 30 cents. Now the average cost is about 38 cents and the plan was to collect dividends [est 6-7% YOC] and hold for at least 5 years. Now not sure how YZJS news will affect this counter but it may present opportunities to add again! If price stay current level, no way to reduce average cost anymore. If price tank toward 30 cents, may be able to average till 35 cents. Let?s see how it develops! | ||||
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sgng123
Supreme |
07-Jan-2023 14:31
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An opportunity for short selling to make money by shooting down the stock then buyback for cny ang bao money. They alrdy got the new year ang bao now they wanna CNY ang bao lol. | ||||
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soeteono
Senior |
07-Jan-2023 12:00
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Whatever , it has bad publicity to YXJ to a certain extend
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volvo125
Master |
07-Jan-2023 10:58
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It's a YZJ subsidiary, not YZJ. The subsidiary is a limited liability coy, unless the parent coy has guaranteed the debt or money owed, YZJ has no obligation even if the subsidiary is realky jokingly wind up. I think the said subsidiary must have dispute with another party and buay song don't pay so kena sued ....
YZj has rmb16.7bil of equity against a total borrowing of rmb5.3bil, or 3.2x buffer or only a D/E of 0.21. Current asset against current liability gives a very healthy 1.7x safety margin. And, Yzj got rmb9bil or sgd1.8bil cash on hand as at 30jun .... YZJ rock solid balance sheet is bullet proof lah ...
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soeteono
Senior |
07-Jan-2023 10:15
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It is good thst FH is separated totally from SB through separate listing . | ||||
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soeteono
Senior |
07-Jan-2023 09:39
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A COMPANY has applied for the winding up of a subsidiary of listed Yangzijiang Shipbuilding : BS6 +4.24%on the grounds of being a creditor.
Trinity Seatrading, a Liberian company, stated in an advertisement published on Friday (Jan 6) that it had on Dec 23, 2022, in the capacity of a creditor, made an application...BusinessTimes |
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sgng123
Supreme |
03-Jan-2023 10:58
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YZJFH stock price tied to amt of free cash in both sg and china. Current cash pile $1.28b according to half yearly result amt to around 0 34-0.35 price range. It stay range till DI mature in 2H, depending on whether there is any writedown stock would move according. Most optimistic view is no writedown and DI reduced to 30% of asset and china PE 15%, cash pile would be appro 55% of total asset. Work out to around listing price 0.65. In my view the real estate DI would form a big chuck of that 30% refined DI and since sgx discount all chiba based asset from it stock price, what happen to china DI and PE make no different. DI and PE just a dividend generating asset with no value allocated to it by investors. Enjoy this year dividend around 0.025-0.03 might get higher if yzjfh decode to compensate gor poor stock pergormance. | ||||
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sgng123
Supreme |
02-Jan-2023 13:27
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There just too many anti china rheotic news popping cis western countries inflation would go over the roof when china reopen. They spread china fear to discourage hedge fund from inflating commodities prices. | ||||
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