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YZJFH - potentially rewarding Post Reply Rate topic
Elf2000 Elite	11-Jul-2025 11:23        Elf2000 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Many hidden sharks in the depth. hokpin      ( Date: 11-Jul-2025 10:38) Posted: Buy when slowing down! Elf2000      ( Date: 09-Jul-2025 15:21) Posted: Still have many contra players bought in last Friday and due today and tomorrow... just wait not in a hurry to buy in yet.
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hokpin Supreme	11-Jul-2025 10:38        hokpin About Contact  Quote this Post!
x 0   x 0  Alert Admin	Buy when slowing down! Elf2000      ( Date: 09-Jul-2025 15:21) Posted: Still have many contra players bought in last Friday and due today and tomorrow... just wait not in a hurry to buy in yet.
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volvo125 Master	11-Jul-2025 04:15        volvo125 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Latest MAS cumulative shorts outstanding were down by 4.59mil 4 Jul - 20.547mil 27 Jun - 25.133mil.
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spore1 Supreme	10-Jul-2025 08:40        spore1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	She is rising up to retest 90.5 cents
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ayahiro Member	10-Jul-2025 08:37        ayahiro About Contact  Quote this Post!
x 0   x 0  Alert Admin	If you have went to the AGM, you know that YFH do not need any borrowing as they are cash rich. The focus is more towards effectively deploying the pile of cash. In the AGM, a shareholder raises question on borrowing of money (due to this article), Mr Ren' s reply  to the shareholder is " 我 们 不 需 要 借 钱 ， 我 们 很 有 钱 !" (We do not need to borrow any money, we have a lot of money). Timer78      ( Date: 10-Jul-2025 04:33) Posted: Recap on excerpts from Article pls dyodd Basic Valuation We start with the company's Net Tangible Assets (NTA) per share, which is $1.17. We assume YZJF can earn a 15% return on its NTA each year. This gives us an earnings per share (EPS) of $0.18 (15% of $1.17). If we apply a price-to-earnings (PE) ratio of 10, we get a share value of $1.80. Valuation with Borrowing Now, let's consider what happens if YZJF borrows money to invest: YZJF borrows an additional 50% of its NTA (ie, it gears up conservatively to 30% Debt-to-Asset ratio, which is much lower than the ~50% average for asset management firms.) So for every $100 of its own money, it borrows $50 more. It pays 6% interest on this borrowed money. With this extra money, YZJF can invest more and potentially earn more. This strategy could increase the EPS to $0.23. Again, applying a PE ratio of 10, we get a share value of $2.30.
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hokpin Supreme	10-Jul-2025 08:14        hokpin About Contact  Quote this Post!
x 0   x 0  Alert Admin	Wow, seems the share price will fly! Timer78      ( Date: 10-Jul-2025 04:33) Posted: Recap on excerpts from Article pls dyodd Basic Valuation We start with the company's Net Tangible Assets (NTA) per share, which is $1.17. We assume YZJF can earn a 15% return on its NTA each year. This gives us an earnings per share (EPS) of $0.18 (15% of $1.17). If we apply a price-to-earnings (PE) ratio of 10, we get a share value of $1.80. Valuation with Borrowing Now, let's consider what happens if YZJF borrows money to invest: YZJF borrows an additional 50% of its NTA (ie, it gears up conservatively to 30% Debt-to-Asset ratio, which is much lower than the ~50% average for asset management firms.) So for every $100 of its own money, it borrows $50 more. It pays 6% interest on this borrowed money. With this extra money, YZJF can invest more and potentially earn more. This strategy could increase the EPS to $0.23. Again, applying a PE ratio of 10, we get a share value of $2.30.
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pasttime Elite	10-Jul-2025 06:47        pasttime About Contact  Quote this Post!   Yells: "peace, love, joy be upon you"
x 0   x 0  Alert Admin	one of the reason to invest is their partnership investment in this yard is growing well. 新 江 洲 船 舶 重 工 有 限 责 任 公 司 hopefully this will attract those marine base investors to return.
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Timer78 Veteran	10-Jul-2025 04:33        Timer78 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Recap on excerpts from Article pls dyodd Basic Valuation We start with the company's Net Tangible Assets (NTA) per share, which is $1.17. We assume YZJF can earn a 15% return on its NTA each year. This gives us an earnings per share (EPS) of $0.18 (15% of $1.17). If we apply a price-to-earnings (PE) ratio of 10, we get a share value of $1.80. Valuation with Borrowing Now, let's consider what happens if YZJF borrows money to invest: YZJF borrows an additional 50% of its NTA (ie, it gears up conservatively to 30% Debt-to-Asset ratio, which is much lower than the ~50% average for asset management firms.) So for every $100 of its own money, it borrows $50 more. It pays 6% interest on this borrowed money. With this extra money, YZJF can invest more and potentially earn more. This strategy could increase the EPS to $0.23. Again, applying a PE ratio of 10, we get a share value of $2.30.
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pasttime Elite	09-Jul-2025 23:01        pasttime About Contact  Quote this Post!   Yells: "peace, love, joy be upon you"
x 0   x 0  Alert Admin	due to opportunity of green shipping. ren ride on it with his experience and connection the mf part is quiet difficult to value.  he contract to build a ship with a partner at 40m. give it to be build at yards at 36m. when opp appear can sell at 44m. the margin is 44/36 = 22%.  as we progress with time more ships required to be green and capacity of yards is limited. those cannot wait will pay. yzjfh ability to make money in such opp will be limited by the amount of cash availble. since normal bank will not finance not yet build ship.
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volvo125 Master	09-Jul-2025 23:01        volvo125 About Contact  Quote this Post!
x 0   x 0  Alert Admin	While I do not agree with the writer's valuation, I certainly do hope some form of steroid could magically lift the price up to 2.40 so that we could all huat big big together .... ha ha ... tch77_pt75      ( Date: 09-Jul-2025 22:28) Posted: May the stock is on steroid and shoot to $2.4. Who knows 😂 volvo125      ( Date: 09-Jul-2025 19:01) Posted: I do not agree with the writer&rsquo s valuation. His analysis was surface and shallow. First, the assumption of 15% net RONA is not realistic. YFH has never achieved such high net bottom-line return before. DI has a gross ~12% pa return, giving probably ~8% pa net return after SG& A and tax. The previous CEO VT had indicated that MF gross returns were 15~18%, but comments in their later updates indicated that the coy would only pursue projects that gave them no less than a 8% net of expenses return. Unlike DI, MF requires hard assets and operational investments that would shave the 15%~18% down to probably 8~10% return. Together with Cash/YP, FM, P& PE, PCredit, YFH max achievable net RONA return would not likely be higher than 8~10%. Next, YFH is not short of cash. In fact, the coy has plenty of cash at $1.807B as at 31 Dec 2024. The issue with YFH is not being able to productively deploy this huge cash pile fast enough to new projects in MF, FM or P& PE &hellip etc &hellip to reap in returns comparable to DI, which the coy has made the strategic decision to scale back. So the assumption to borrow more money to the tune of 50% NTA @6% interest to increase bottom-line investment gains is not a relevant consideration for YFH.
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tch77_pt75 Veteran	09-Jul-2025 22:28        tch77_pt75 About Contact  Quote this Post!
x 0   x 0  Alert Admin	May the stock is on steroid and shoot to $2.4. Who knows 😂 volvo125      ( Date: 09-Jul-2025 19:01) Posted: I do not agree with the writer&rsquo s valuation. His analysis was surface and shallow. First, the assumption of 15% net RONA is not realistic. YFH has never achieved such high net bottom-line return before. DI has a gross ~12% pa return, giving probably ~8% pa net return after SG& A and tax. The previous CEO VT had indicated that MF gross returns were 15~18%, but comments in their later updates indicated that the coy would only pursue projects that gave them no less than a 8% net of expenses return. Unlike DI, MF requires hard assets and operational investments that would shave the 15%~18% down to probably 8~10% return. Together with Cash/YP, FM, P& PE, PCredit, YFH max achievable net RONA return would not likely be higher than 8~10%. Next, YFH is not short of cash. In fact, the coy has plenty of cash at $1.807B as at 31 Dec 2024. The issue with YFH is not being able to productively deploy this huge cash pile fast enough to new projects in MF, FM or P& PE &hellip etc &hellip to reap in returns comparable to DI, which the coy has made the strategic decision to scale back. So the assumption to borrow more money to the tune of 50% NTA @6% interest to increase bottom-line investment gains is not a relevant consideration for YFH.   tch77_pt75      ( Date: 09-Jul-2025 18:10) Posted: As indicated in the link (25 Mar 2025) below, the fair value is higher- $1.80 to $2.40 https://www.nextinsight.net/story-archive-mainmenu-60/948-2025/16075-spin-off-success-story-stock-surges-77-to-record-fund-manager-sees-more-value
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volvo125 Master	09-Jul-2025 19:01        volvo125 About Contact  Quote this Post!
x 0   x 0  Alert Admin	I do not agree with the writer&rsquo s valuation. His analysis was surface and shallow. First, the assumption of 15% net RONA is not realistic. YFH has never achieved such high net bottom-line return before. DI has a gross ~12% pa return, giving probably ~8% pa net return after SG& A and tax. The previous CEO VT had indicated that MF gross returns were 15~18%, but comments in their later updates indicated that the coy would only pursue projects that gave them no less than a 8% net of expenses return. Unlike DI, MF requires hard assets and operational investments that would shave the 15%~18% down to probably 8~10% return. Together with Cash/YP, FM, P& PE, PCredit, YFH max achievable net RONA return would not likely be higher than 8~10%. Next, YFH is not short of cash. In fact, the coy has plenty of cash at $1.807B as at 31 Dec 2024. The issue with YFH is not being able to productively deploy this huge cash pile fast enough to new projects in MF, FM or P& PE &hellip etc &hellip to reap in returns comparable to DI, which the coy has made the strategic decision to scale back. So the assumption to borrow more money to the tune of 50% NTA @6% interest to increase bottom-line investment gains is not a relevant consideration for YFH.   tch77_pt75      ( Date: 09-Jul-2025 18:10) Posted: As indicated in the link (25 Mar 2025) below, the fair value is higher- $1.80 to $2.40 https://www.nextinsight.net/story-archive-mainmenu-60/948-2025/16075-spin-off-success-story-stock-surges-77-to-record-fund-manager-sees-more-value
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volvo125 Master	09-Jul-2025 18:24        volvo125 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Unless there are further updates on the spin off progress, YFH is likely going to range bound until early to mid Aug pending the 1H25 update release. The tone set in 1H25 will decide how far and steep YFH can still climb, or otherwise. Again, since RenYL still updated the spin off progressive positively on 2 Jul, without delay or postponement and knowing well how 1H was performing after its close on 31 Jun, I am optimistic that 1H25 will be good or at least &ldquo not bad&rdquo in order to provide the favourable tone to support the spin off mood and outcome.  pkli899      ( Date: 09-Jul-2025 16:30) Posted: Very happy if this is the case.  hokpin      ( Date: 09-Jul-2025 12:11) Posted: Wow, if so, YZJ FH will be SGD 1.40
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tch77_pt75 Veteran	09-Jul-2025 18:10        tch77_pt75 About Contact  Quote this Post!
x 0   x 0  Alert Admin	As indicated in the link (25 Mar 2025) below, the fair value is higher- $1.80 to $2.40 https://www.nextinsight.net/story-archive-mainmenu-60/948-2025/16075-spin-off-success-story-stock-surges-77-to-record-fund-manager-sees-more-value
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pkli899 Supreme	09-Jul-2025 16:30        pkli899 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Very happy if this is the case.  hokpin      ( Date: 09-Jul-2025 12:11) Posted: Wow, if so, YZJ FH will be SGD 1.40! volvo125      ( Date: 09-Jul-2025 12:03) Posted: LHN today 0.80, 129% nav carrying a spin off narrative. New reference for YFH.
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Elf2000 Elite	09-Jul-2025 15:21        Elf2000 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Still have many contra players bought in last Friday and due today and tomorrow... just wait not in a hurry to buy in yet.
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hokpin Supreme	09-Jul-2025 12:11        hokpin About Contact  Quote this Post!
x 0   x 0  Alert Admin	Wow, if so, YZJ FH will be SGD 1.40! volvo125      ( Date: 09-Jul-2025 12:03) Posted: LHN today 0.80, 129% nav carrying a spin off narrative. New reference for YFH.
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volvo125 Master	09-Jul-2025 12:03        volvo125 About Contact  Quote this Post!
x 1   x 0  Alert Admin	LHN today 0.80, 129% nav carrying a spin off narrative. New reference for YFH.
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HuatAh7898 Elite	09-Jul-2025 06:26        HuatAh7898 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Already at it' s fair value..
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pkli899 Supreme	08-Jul-2025 16:13        pkli899 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Briefly corrected to 85 in the morning. Now seems to U turn already?
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