YZJ Fin Hldg    Last:0.24    +0.005

YZJFH - potentially rewarding

Check to ensure one has yzj marine first before selling. Naked short will cost money if not covered wohhin same day

 

Should be from tmr, 18 Nov start trading once the market opens.

cobrajr      ( Date: 17-Nov-2025 11:45) Posted: When start trading? Thank you Winnertakeall      ( Date: 17-Nov-2025 10:41) Posted: Yes . My SGX' s CDP also not updated till now. Likely to be today after market closed

 

When start trading? Thank you

Winnertakeall      ( Date: 17-Nov-2025 10:41) Posted: Yes . My SGX' s CDP also not updated till now. Likely to be today after market closed. darkmyst      ( Date: 17-Nov-2025 08:10) Posted: Is it today we' ll see the YZJM share in our account (in my case my KE Prefunded account)?  So far this morning login I din see them yet.  Thanks!

 

The SGX ticker for Yangzijiang Maritime Development Ltd (YZJ Maritime) is 8YZ. 

 

Yes . My SGX' s CDP also not updated till now. Likely to be today after market closed.

darkmyst      ( Date: 17-Nov-2025 08:10) Posted: Is it today we' ll see the YZJM share in our account (in my case my KE Prefunded account)?  So far this morning login I din see them yet.  Thanks!

 

Thank you HVRRVH for the very good write up. 

 

Is it today we' ll see the YZJM share in our account (in my case my KE Prefunded account)?  So far this morning login I din see them yet. 

Thanks!

 

Thx for your valuable input, HRVVRH！

HVRRVH      ( Date: 16-Nov-2025 11:07) Posted: Exciting time ahead. My investment into YZJF was after studying their business model, i.e, assets light with liquid cash investments, among other considerations. Of course, they were stuck with DI tied heavily to China property sector at the material time but from day 1, they have indicated their intention to divert, scale down from China DI and they have done so with expedited efforts and way ahead of targeted time. As a result, they are able to hold on to near NAVs for their share price now and if they continue to get it right, long investors can hope to see its share price surpass NAVs and trending toward $1 again, this is especially so if they are generous with dividend payout but of course, bigger dividend payout needs to be supported by bigger EPS.  The key here is be patient. YZJF long investors can remember vividly what happened in the initial stage of our YZJF journey. We endure disbelievers and fearmongers on daily basis as the share price tanked from day 1 and stayed low for the next 2 years or so. To the disbelievers, they have drawn the finishing line for YZJF as soon as it listed. On the other hand, long investors know time is key and most have given YZJF at least 2 to 3 years to show the results [shout out to the like of Volvo, ss2017, pasttime, pike89 and you know who you are]. Now we have a stable YZJF which we are expected to collect dividends while waiting for future catalysts. They almost did it with Shanshan, I think it is a missed opportunity but it also goes to show that YZJF is very conservative to ensure it is profit making until such as extend that the creditors refused the proposal - which obviously heavily advantageous YZJF.  Turning into YZJM, similar story. The key here is also patient.  We owe it ourselves to study YZJM before deciding to keep it or otherwise.  The spin off is a bonus for investors like me who initially only wanted to invest in YZJF for its assets light and high liquid cash investments model. For start, YZJM now have liquid cash of about $360m with no debt. It has outlines its business model which I shan' t regurgitate here. Interested parties are welcome to read them at the Introductory document released on 31.10.25, pg 99 to 141 to be precise if have no time to read the rest. If still no time, then just read the SUMMARY right at the beginning of the document. Just a few key salient points, the business activities after its outlined business models already up and running. Besides high cash in hands, it has already deployed almost US$650m with, among others, 76 vessels under it belts receiving charter income. The main theme of their business models, be it Maritime business, Cash management and other Non maritime investments are all using money to make money. It is highly scalable if they get it right as YZJM would not be tied down with heavy annual capex. Another key point is that YZJM has positioned itself uniquely in the maritime value chain, among others, they pluck the financial gaps that the traditional banks cannot touch for whatever reasons. Of course, as with any other businesses, there will be risks and competitions and that' s to be expected and that' s where old Ren' s vast experiences and connections come into play to manage and mitigate the inevitable. It' s early days and there is much to ponder as an individual investor so I shall left it as such. Just to emphasis that personally, as with YZJF, I will give YZJM 2 to 3 years as I believe by then, it will be clearer one way or the other, the direction that YZJM is proceeding. Of course I am on the positive side and would accumulate if YZJM' s share price face downward pressure and we shall all do our own due diligence.

 

Exciting time ahead. My investment into YZJF was after studying their business model, i.e, assets light with liquid cash investments, among other considerations. Of course, they were stuck with DI tied heavily to China property sector at the material time but from day 1, they have indicated their intention to divert, scale down from China DI and they have done so with expedited efforts and way ahead of targeted time. As a result, they are able to hold on to near NAVs for their share price now and if they continue to get it right, long investors can hope to see its share price surpass NAVs and trending toward $1 again, this is especially so if they are generous with dividend payout but of course, bigger dividend payout needs to be supported by bigger EPS.  The key here is be patient. YZJF long investors can remember vividly what happened in the initial stage of our YZJF journey. We endure disbelievers and fearmongers on daily basis as the share price tanked from day 1 and stayed low for the next 2 years or so. To the disbelievers, they have drawn the finishing line for YZJF as soon as it listed. On the other hand, long investors know time is key and most have given YZJF at least 2 to 3 years to show the results [shout out to the like of Volvo, ss2017, pasttime, pike89 and you know who you are]. Now we have a stable YZJF which we are expected to collect dividends while waiting for future catalysts. They almost did it with Shanshan, I think it is a missed opportunity but it also goes to show that YZJF is very conservative to ensure it is profit making until such as extend that the creditors refused the proposal - which obviously heavily advantageous YZJF. 

Turning into YZJM, similar story. The key here is also patient.  We owe it ourselves to study YZJM before deciding to keep it or otherwise.  The spin off is a bonus for investors like me who initially only wanted to invest in YZJF for its assets light and high liquid cash investments model. For start, YZJM now have liquid cash of about $360m with no debt. It has outlines its business model which I shan' t regurgitate here. Interested parties are welcome to read them at the Introductory document released on 31.10.25, pg 99 to 141 to be precise if have no time to read the rest. If still no time, then just read the SUMMARY right at the beginning of the document. Just a few key salient points, the business activities after its outlined business models already up and running. Besides high cash in hands, it has already deployed almost US$650m with, among others, 76 vessels under it belts receiving charter income. The main theme of their business models, be it Maritime business, Cash management and other Non maritime investments are all using money to make money. It is highly scalable if they get it right as YZJM would not be tied down with heavy annual capex. Another key point is that YZJM has positioned itself uniquely in the maritime value chain, among others, they pluck the financial gaps that the traditional banks cannot touch for whatever reasons. Of course, as with any other businesses, there will be risks and competitions and that' s to be expected and that' s where old Ren' s vast experiences and connections come into play to manage and mitigate the inevitable. It' s early days and there is much to ponder as an individual investor so I shall left it as such. Just to emphasis that personally, as with YZJF, I will give YZJM 2 to 3 years as I believe by then, it will be clearer one way or the other, the direction that YZJM is proceeding. Of course I am on the positive side and would accumulate if YZJM' s share price face downward pressure and we shall all do our own due diligence. 

 

Like to hear from HRVVRH and Volvo too.

pasttime      ( Date: 14-Nov-2025 18:55) Posted: to me yf8 worth between 50-60 cents and will be part of dividend income stocks. to get regular cash. so growth in principle value will be slow but may overtake marine in the long term. 8yz is growth a no control yard ship building business riding ion the green movement and gap of banks not providing finance for no collateral since new ship does not exist yet. ren special position here is experience and connections that allow him to lend to credible owners. 20% limit on a turnaround yard, as each new build ship is deliver price may jump a bit. and if any big contract like cse globle type can fly. dyodd

 

to me yf8 worth between 50-60 cents and will be part of dividend income stocks. to get regular cash.
so growth in principle value will be slow but may overtake marine in the long term.

8yz is growth a no control yard ship building business riding ion the green movement and gap of banks not providing finance for no collateral since new ship does not exist yet. ren special position here is experience and connections that allow him to lend to credible owners.
20% limit on a turnaround yard, as each new build ship is deliver price may jump a bit.
and if any big contract like cse globle type can fly.
dyodd

 

i saying base on people logic. not mine.  think after spin off each will have their own life.

yzjfh got div return. yzjm for growth due to green movements on ships. ren and co connects, experince in the ship building world. like he going for a second spring.
 

hokpin      ( Date: 14-Nov-2025 15:42) Posted: Why opens so low? I thought YZJM should open at least 60 on 18 Nov (Tues)... pasttime      ( Date: 14-Nov-2025 15:28) Posted: Bull buy protect is strong. So base people logic then yzjm will open 54 right. 54 + 52 = 106.

 

Think YZJM should be more appreciated than YZJFH by market.

Winnertakeall      ( Date: 14-Nov-2025 17:02) Posted: Private placement for YZJM shares was 0.60c We expect opening for listing to be between 0.65c to 0.70c at least  Hope for the best to come.

 

Private placement for YZJM shares was 0.60c
We expect opening for listing to be between 0.65c to 0.70c at least 
Hope for the best to come.
 

 

Ideally we hope for 60c opening too. But if market sentiment is not that good, price would drop too during opening and may drop further down. 

 

hokpin      ( Date: 14-Nov-2025 15:42) Posted: Why opens so low? I thought YZJM should open at least 60 on 18 Nov (Tues)... pasttime      ( Date: 14-Nov-2025 15:28) Posted: Bull buy protect is strong. So base people logic then yzjm will open 54 right. 54 + 52 = 106.

 

Why opens so low? I thought YZJM should open at least 60 on 18 Nov (Tues)...

pasttime      ( Date: 14-Nov-2025 15:28) Posted: Bull buy protect is strong. So base people logic then yzjm will open 54 right. 54 + 52 = 106.

 

Bull buy protect is strong. So base people logic then yzjm will open 54 right. 54 + 52 = 106.

 

First day trades post spin volume was very high. If I am not wrong, it exceeded 50m shares. Shortists may not may not have covered but it seems that they have no shortage of sellers selling to them to cover in due course, no matter what. I think they have attempted to press down the price below $0.50 on the first day but failed, they may continue to try and I am waiting at $0.45. If they did hold the short post XE, then they will have to cover YZJM from 18.11.25 onward too, as they were also entitled to YZJM shares for whatever YZJF short shares that they shorted. Let' s see how YZJM fare from 18.11.25. 

volvo125      ( Date: 14-Nov-2025 00:03) Posted: MAS latest cumulative shorts data as at 7 Nov market close, the last day of CE, was 48.451m shares. This implies that these shorts really did not bother to cover and instead carried over their huge amount of 48m+ short positions over into the spin off based on the last done price of 1.06 (prices shorted ranging from probably the lowest ~1,06 to a high of 1.23) ....

 

If we look at the positive way, all shorts must be covered back. It would be great if they help cover back those shorts next week or later. I would be more than happy for them to continue short.
The longer they hold, the higher price they may need to cover later if buyers screw their plans up.   

tch77_pt75      ( Date: 14-Nov-2025 05:52) Posted: Wow? they are earning big bucks and even more, if lower volvo125      ( Date: 14-Nov-2025 00:03) Posted: MAS latest cumulative shorts data as at 7 Nov market close, the last day of CE, was 48.451m shares. This implies that these shorts really did not bother to cover and instead carried over their huge amount of 48m+ short positions over into the spin off based on the last done price of 1.06 (prices shorted ranging from probably the lowest ~1,06 to a high of 1.23) ....

 

Wow? they are earning big bucks and even more, if lower

volvo125      ( Date: 14-Nov-2025 00:03) Posted: MAS latest cumulative shorts data as at 7 Nov market close, the last day of CE, was 48.451m shares. This implies that these shorts really did not bother to cover and instead carried over their huge amount of 48m+ short positions over into the spin off based on the last done price of 1.06 (prices shorted ranging from probably the lowest ~1,06 to a high of 1.23) ....