Latest Forum Topics / YZJ Fin Hldg Last:0.88 -- |
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YZJFH - potentially rewarding
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Elf2000
Elite |
11-Jul-2025 11:23
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Many hidden sharks in the depth.
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hokpin
Supreme |
11-Jul-2025 10:38
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Buy when slowing down!
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volvo125
Master |
11-Jul-2025 04:15
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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
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She is rising up to retest 90.5 cents | ||||
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ayahiro
Member |
10-Jul-2025 08:37
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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).
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hokpin
Supreme |
10-Jul-2025 08:14
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Wow, seems the share price will fly!
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pasttime
Elite |
10-Jul-2025 06:47
Yells: "peace, love, joy be upon you" |
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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
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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
Yells: "peace, love, joy be upon you" |
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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
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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 ...
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tch77_pt75
Veteran |
09-Jul-2025 22:28
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May the stock is on steroid and shoot to $2.4. Who knows 😂
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volvo125
Master |
09-Jul-2025 19:01
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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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volvo125
Master |
09-Jul-2025 18:24
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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. 
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tch77_pt75
Veteran |
09-Jul-2025 18:10
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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
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Very happy if this is the case.  ![]() ![]()
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Elf2000
Elite |
09-Jul-2025 15:21
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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
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Wow, if so, YZJ FH will be SGD 1.40!
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volvo125
Master |
09-Jul-2025 12:03
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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
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Already at it' s fair value.. | ||||
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pkli899
Supreme |
08-Jul-2025 16:13
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Briefly corrected to 85 in the morning. Now seems to U turn already? |
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