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Gentlemen don worry
Real estate in China is recovering speedily this year
AI is driving it creating or re creating lots of jobs
So people have jobs and can repay loan now
These provisions will be written back in due time
Hold
Real estate in China is recovering speedily this year
AI is driving it creating or re creating lots of jobs
So people have jobs and can repay loan now
These provisions will be written back in due time
Hold
buyingpower of huge cash pile increasing as equities prices fall due to isreal/us attack on iran
close of critical point in oil sea route.
close of critical point in oil sea route.
According to the press release : &ldquo The recognition of FY2025 allowances reflects prevailing market conditions and aligns our portfolio valuations on a more conservative basis. https://links.sgx.com/FileOpen/YZJFH%20FY2025%20PR_final_28022026.ashx?App=Announcement& FileID=876932
Wld like to consult the sifus here - so the allowances recognition is based on current mkt situation, so if moving fwd, the mkt conditions worsen *touch wood*, does it mean there will be further credit loss allowances for the DI ?
Wld like to consult the sifus here - so the allowances recognition is based on current mkt situation, so if moving fwd, the mkt conditions worsen *touch wood*, does it mean there will be further credit loss allowances for the DI ?
Agree with this, I double down on 8YF and decided to hold even though I initially bought this for the dividend.
Just wondering how much can Ren play a part in directing YF8.
Just wondering how much can Ren play a part in directing YF8.
HVRRVH ( Date: 03-Mar-2026 17:37) Posted:
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Yes. Share price performance extremely weak since spin off. Surgical move, i.e., provision for credit losses to remove cancelleous cell did not seem appealing to investors at large. Company also seems don' t know where to put its huge cash in hands after the fail Shanshan bid. Restructuring take time and $0.25 is not a far fetch scenario. Nevertheless, huge cash and NAV per share of $0.50 provide some reassurance. The problem with current managemenet is that they have to deal with the legacy DI before moving forward. They did with the $290.9m provision, which I did not expect or else I wouldn' t have added to my holding post spin off. Resuting from the huge provision, they chose not to pay dividend and this further affect investors' appetite. Everything has been reset now, no more or big credit loss allowance is expected and dividend is also expected to restart for this FY. Investors just need to see the management put the cash piles to work soon. They have no excuse now with $290.9m credit loss allowance, no more NPL distration so if they still don' t know what to do with their huge cash [I will give them 1 year], then personally I will start reconsider my position. We should not fall in love with our stocks.
Sgvale ( Date: 03-Mar-2026 16:56) Posted:
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0.25 cooking coming
seperating good and bad part of the business always benefits share holders. as good part normally
got under value due to bad part of business. example. sembcorp spit out semb marine. price raise and raise from low teens to $5+
yzj ship building spit out yzjfh with the di part view as no good from their share holders. so when the good part report good business. share price raise and raise.
poor yzjfh stuck with bad DI with china property collateral. but maritime business was on cyclical up.
so spit out the good and share holders benefited. hope later yzjmaritime will be like other good part of business grow and grow.
so poor yzjfh still stuck with bad china DI . how ? good move to provide for it and take a 1 time hit on share price. after that no more bad DI. then it will grow according to their investment return.
under trump interest sure go towards zero again. are you ready. but buy already must be able to hold cause it will not bear fruits immediately. but something like 1 year or more. as interest will start falling soon with new feb chair. will wayang a bit but cut is sure one. for us cannot afford the high interest for too long. even the war with iran as well.
got under value due to bad part of business. example. sembcorp spit out semb marine. price raise and raise from low teens to $5+
yzj ship building spit out yzjfh with the di part view as no good from their share holders. so when the good part report good business. share price raise and raise.
poor yzjfh stuck with bad DI with china property collateral. but maritime business was on cyclical up.
so spit out the good and share holders benefited. hope later yzjmaritime will be like other good part of business grow and grow.
so poor yzjfh still stuck with bad china DI . how ? good move to provide for it and take a 1 time hit on share price. after that no more bad DI. then it will grow according to their investment return.
under trump interest sure go towards zero again. are you ready. but buy already must be able to hold cause it will not bear fruits immediately. but something like 1 year or more. as interest will start falling soon with new feb chair. will wayang a bit but cut is sure one. for us cannot afford the high interest for too long. even the war with iran as well.
This one had rebooted and poised for rebound
Today is t+4... contra players need to sell....let's it settle down....
china property market recovering. especially those in tier 1 cities near good school one.
just hold collateral since mostly provided. sell slowly later can have surprise of better value. and
a write back.
just hold collateral since mostly provided. sell slowly later can have surprise of better value. and
a write back.
it is a kitchen sinking exercise to clear out potential bad later.
good move.
don' t believe please sell now or your heart not with this later will become cheaper.
i believe at buying cash at discount. so slowly eat as price go down.
in a 3 years time frame. likely to make money. if cannot we can ask if possible
to liquidate to get all the cash different.
good move.
don' t believe please sell now or your heart not with this later will become cheaper.
i believe at buying cash at discount. so slowly eat as price go down.
in a 3 years time frame. likely to make money. if cannot we can ask if possible
to liquidate to get all the cash different.
He had likely thrown in the kitchen sink
The provision is not unexpected as China Real estate had not been well.
However recently it is seeing some recovery
Cash value per share is 0.18 / 0.19
No debts
The provision is not unexpected as China Real estate had not been well.
However recently it is seeing some recovery
Cash value per share is 0.18 / 0.19
No debts
finjungle ( Date: 03-Mar-2026 15:57) Posted:
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It is unbelievable that there' s a loss after the Maritine segment was spin off.
The impairment of debts totalled S$290.50million translating into approximately RMB1.45 BILLION. Isn' t this incredibly?
Has the economic and real estate environment turned so so bad in 2025 over 2024?
Ms Liu Hua has lots to answer!!!
The impairment of debts totalled S$290.50million translating into approximately RMB1.45 BILLION. Isn' t this incredibly?
Has the economic and real estate environment turned so so bad in 2025 over 2024?
Ms Liu Hua has lots to answer!!!
Winnertakeall ( Date: 03-Mar-2026 11:42) Posted:
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The Edge Singapore
YZJ Financial reports $5.2 mil loss in FY2025 on ECL allowances
YZJ Maritime makes net profit of US$129.7 mil
https://www.theedgesingapore.com/capital/results/yzj-financial-reports-52-mil-loss-fy2025-ecl-allowances-yzj-maritime-makes-net
YZJ Financial reports $5.2 mil loss in FY2025 on ECL allowances
YZJ Maritime makes net profit of US$129.7 mil
https://www.theedgesingapore.com/capital/results/yzj-financial-reports-52-mil-loss-fy2025-ecl-allowances-yzj-maritime-makes-net
The Chinese bamboo tree story is a parable about patience, persistence, and invisible growth.
A farmer plants seeds, watering and fertilizing them daily for four years with no visible results.
In the fifth year, the bamboo grows up to 90 feet in just six weeks, having spent years developing a massive, hidden root system
A farmer plants seeds, watering and fertilizing them daily for four years with no visible results.
In the fifth year, the bamboo grows up to 90 feet in just six weeks, having spent years developing a massive, hidden root system
SGX volume on shortsell yesterday 2/3/2026
was 10,331,400
was 10,331,400
Their cash majority is RMB, I don' t think they will do share buyback in short term.
Above may is one reason they didn' t give dividends for this year.
Above may is one reason they didn' t give dividends for this year.
MossGatherer ( Date: 02-Mar-2026 23:19) Posted:
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I think Ren doing SBB to address the issue of not paying dividend for YF8 as well as the $0.005 payout for 8YZ.
I bought YF8 (Bought at 0.34) for the dividends, 8YZ was a good bonus. Looking at the current outcome, I am incline to sell and reinvest if not for the SBB.
The other thing is as you said YF8 is healthy and willing to bet on China's recovery as well.
I bought YF8 (Bought at 0.34) for the dividends, 8YZ was a good bonus. Looking at the current outcome, I am incline to sell and reinvest if not for the SBB.
The other thing is as you said YF8 is healthy and willing to bet on China's recovery as well.
Tob231 ( Date: 02-Mar-2026 18:31) Posted:
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Hvrrvh, I did not say no need to have any SBB anymore. What i meant is at this point in time (now) would send the wrong signal, when they are taking a large credit provisions and reassessing portfolio risks. After the process has taken its course, with the balance sheet clean-up and so forth, I am sure they will, when it is necessary to do SBB.
at this moment, the market will find its equilibrium. YZJFH is financially very healthy
imho
at this moment, the market will find its equilibrium. YZJFH is financially very healthy
imho
Based on your logic there is no need to have any SBB mandate by any company anymore. Market not always right in pricing a security that' s why company will conduct SBB if the intrinsic value of its stocks is well above the market share price.
Tob231 ( Date: 02-Mar-2026 17:50) Posted:
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