YZJ Fin Hldg    Last:0.235   -

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Bid Bid Vol(K) Ask Ask Vol(K)
0.485 4,142.5 0.490 5,120.9
0.480 7,404.6 0.495 7,267.7
0.475 8,334.6 0.500 7,054.1
0.470 10,208.5 0.505 6,364.6
0.465 5,551.3 0.510 6,418.8
0.460 4,741.9 0.515 5,866.8


Trade with awareness and DYODD

 

More than 200000 shares done 475. Congrats.
After rate hike, what's next? Technical rebound?


Trade with expectation and DYODD

 

Management supporting shortsellers?
No intent to push up share value?
Only waiting to buy low? Buy low program?

Bid Bid Vol(K) Ask Ask Vol(K)
0.480 3,562.9 0.485 2,979.3
0.475 6,960.2 0.490 5,583.5
0.470 8,834.9 0.495 6,786.6
0.465 5,424.8 0.500 6,962.7
0.460 4,308.8 0.505 6,539.6



Trade with expectation and DYODD

pasttime      ( Date: 14-Jun-2022 09:00) Posted: 9 jun  shortsell 12,717,800 buy back 1,000,000 10 jun shortsell 4,655,200  buy back 1,500,000 13 jun shortsell 3,753,400  buy back 1,800,000 cumulative  shortsell  21126400  buy back  4,300,000 value created for each balance shares not part of treasury is slightly more then 1 cents. best if buyback can continue at below 50c so can create more value. dyodd

 

9 jun  shortsell 12,717,800 buy back 1,000,000
10 jun shortsell 4,655,200  buy back 1,500,000
13 jun shortsell 3,753,400  buy back 1,800,000
cumulative  shortsell  21126400  buy back  4,300,000
value created for each balance shares not part of treasury is slightly more then 1 cents.
best if buyback can continue at below 50c so can create more value.
dyodd
 

 

but this momentum since U turn looks stubbornly intact... SBB also ...opinion only

lailai      ( Date: 14-Jun-2022 08:51) Posted: DJ Future rising +160. petson      ( Date: 14-Jun-2022 08:48) Posted: no eye see...SBB also ....queue 42 see ho

 

DJ Future rising +160.

petson      ( Date: 14-Jun-2022 08:48) Posted: no eye see...SBB also ....queue 42 see how SAVIORFOREVER      ( Date: 14-Jun-2022 08:37) Posted: Management waiting to buy low again. 46? Shortsellers hit jackpot. Congrats. Bid Bid Vol(K) Ask Ask Vol(K) 0.480 6,842.4 0.480 1,304.1 0.475 6,264.6 0.485 1,459.2 0.470 7,530.5 0.490 5,248.8 0.465 5,842.4 0.495 6,644.1 0.460 3,921 0.500 6,619.4 Trade with awareness and DYODD

 

no eye see...SBB also ....queue 42 see how

SAVIORFOREVER      ( Date: 14-Jun-2022 08:37) Posted: Management waiting to buy low again. 46? Shortsellers hit jackpot. Congrats. Bid Bid Vol(K) Ask Ask Vol(K) 0.480 6,842.4 0.480 1,304.1 0.475 6,264.6 0.485 1,459.2 0.470 7,530.5 0.490 5,248.8 0.465 5,842.4 0.495 6,644.1 0.460 3,921 0.500 6,619.4 Trade with awareness and DYODD

 

Management waiting to buy low again. 46?
Shortsellers hit jackpot. Congrats.

Bid Bid Vol(K) Ask Ask Vol(K)
0.480 6,842.4 0.480 1,304.1
0.475 6,264.6 0.485 1,459.2
0.470 7,530.5 0.490 5,248.8
0.465 5,842.4 0.495 6,644.1
0.460 3,921 0.500 6,619.4



Trade with awareness and DYODD

 

OMG!
Buyback on the way down favouring shortsellers.
Caution: No money to hold better don't buy. Cheap can be cheaper.
Management is just like a trader waiting to buy cheap cheap.
Attractive price is as cheap as possible?
DJ controlling direction of share price.
Better to stay sideline and watch the fall?
Anyway I'm waiting for next year to see the real value.
If really can see below 40 again then buy some more.


Trade with awareness and DYODD

 

Management is holding the buyback waiting for price to drop for shortsellers to cover? Shortsellers likely to repay the kindness by shorting more when price is push up again.

Bid Bid Vol(K) Ask Ask Vol(K)
0.485 4,157.5 0.490 2,522.3
0.480 9,907.1 0.495 6,297.8
0.475 8,846 0.500 4,566.2
0.470 9,666.9 0.505 5,557.8
0.465 4,102.9 0.510 5,948.9
0.460 3,724.1 0.515 6,978.8
0.455 2,304.2 0.520 7,075.6
0.450 2,633.5 0.525 6,830.3
0.445 418.6 0.530 4,645.5
0.440 629.8 0.535 3,614.3
0.435 197.5 0.540 6,761.9
0.430 762.3 0.545 5,455.3
0.425 720.3 0.550 1,763.4


Trade with expectation and DYODD

 

rrich pple are smart money...time is on their side...they will observe until selling thin out & momentum change...rhen they entry....

pasttime      ( Date: 13-Jun-2022 09:13) Posted: this type of price below 50c is good for the rich to buy and tie up chunks fo the shares. later can earn good dividend, share price gain, friendship and opportunity to mezzanine opportunity via their connections.

 

Some ppl got no choice but sell. No money to hold.
YZJ created another paradise for shortsellers?

Bid Bid Vol(K) Ask Ask Vol(K)
0.485 3,368.5 0.490 4,734.2
0.480 9,485.6 0.495 6,312.3
0.475 8,690.5 0.500 4,454.9
0.470 9,171.2 0.505 5,556.8
0.465 4,074.3 0.510 5,902.8
0.460 3,654.4 0.515 6,943.7
0.455 2,304.5 0.520 7,475.5
0.450 2,587.4 0.525 6,830.3
0.445 413.6 0.530 4,745.5
0.440 629.8 0.535 3,614.3
0.435 192.5 0.540 7,261.9
0.430 762.3 0.545 5,455.3
0.425 720.3 0.550 1,763.4



Trade with BBs aka shortsellers and DYODD

YibaoI      ( Date: 12-Jun-2022 23:14) Posted: won' t advise people to sell though, knowing yzj when market is down it can go up lol

 

this type of price below 50c is good for the rich to buy and tie up chunks fo the shares.
later can earn good dividend, share price gain, friendship and opportunity to mezzanine opportunity via their connections.

 

won' t advise people to sell though, knowing yzj when market is down it can go up lol

 

Buybacks by management is just like a needle poking here and there. No effect on shortsellers.
Shortsellers just need to pressure contra and margin buyers to sell.
Expect Monday to throw down.


Trade with opportunity to buy low and DYODD

pasttime      ( Date: 12-Jun-2022 21:07) Posted: share value and share price are different thing. share value itself is subjective as well as different people will put a different value to things. share price is basically demand and supply. demand to buy/sell and supply of shares. raw business used brute force, like share buy back to create a demand. smarter business uses indirect method like locking up a certain amount of shares via various means. example a few rich people can buy up a chunk below 5% each.no need to report. passsive  index fund are operating the same functions of locking up a chunk of shares. shares wager are played by man so the combination play is limited to man imagination. shorts are doom for sure in this counter as the number of shares are quite limited 3.95b only and price are low 50c only. giving a low market cap. easier to operate. remember shares available are limited. money supply are unlimited. the best example is the recent bull versus bear nickel trade. hope all shorts learn a lesson that lost from shorts operation can be beyond ability to handle of one faces a short squeeze   petson      ( Date: 11-Jun-2022 09:49) Posted: we all also see very undervalue and SBB as a rocket fuel.....but , the more good news it has, ....the more....

 

share value and share price are different thing.
share value itself is subjective as well as different people will put a different value to things.

share price is basically demand and supply.
demand to buy/sell and supply of shares.

raw business used brute force, like share buy back to create a demand. smarter business uses indirect method like locking up a certain amount of shares via various means. example a few rich people can buy up a chunk below 5% each.no need to report.
passsive  index fund are operating the same functions of locking up a chunk of shares.

shares wager are played by man so the combination play is limited to man imagination.
shorts are doom for sure in this counter as the number of shares are quite limited 3.95b only and price are low 50c only. giving a low market cap. easier to operate.
remember shares available are limited. money supply are unlimited.
the best example is the recent bull versus bear nickel trade. hope all shorts learn a lesson that
lost from shorts operation can be beyond ability to handle of one faces a short squeeze
 

petson      ( Date: 11-Jun-2022 09:49) Posted: we all also see very undervalue and SBB as a rocket fuel.....but , the more good news it has, ....the more..... Joelton      ( Date: 11-Jun-2022 09:43) Posted: UOB Kay Hian sees Yangzijiang Financial Holding as ' undervalued' gem with share buyback being strong catalyst   UOB Kay Hian analyst Llelleythan Tan has called Yangzijiang Financial Holding (YZJFH) an &ldquo undervalued gem&rdquo in an unrated report dated June 9.   On June 8, the company had just obtained its shareholders&rsquo approval to conduct its $200 million share buyback programme.   The buyback was conducted on June 9, where the company bought one million shares at 51 cents each. YZJFH&rsquo s CEO Vincent Toe and its independent directors had previously acquired some 1.7 million shares at an average of 57 cents per share in May.   &ldquo As YZJFH is trading at a huge discount to book value, the start of an aggressive share buyback after June 8 could be a key catalyst for YZJFH,&rdquo Tan writes.   The buyback programme, as well as insider purchases represent a strong sign of confidence from management, he adds.   Since 2011 to 2021, YZJFH, which is the carved-out and spun-off debt investment business of Yangzijiang Shipbuilding, has generated an impressive return track record of 9% to 15% pre-tax return on assets (ROA).   The company has also indicated its plans to recycle its investment principal from matured loans into its investment management business.   Around 95% of YZJFH&rsquo s $3.9 billion in debt investments is expected to mature by end-2022, notes Tan.   At its current share price, YZJFH is trading at an attractive valuation of an FY2021 P/B of 0.5x, considering its lack of debt and $4.2 billion of cash and short-term investments.   &ldquo Strong operating cash flows from its debt investments business would support YZJFH&rsquo s proposed dividend policy of at least 40% of net profit after tax, implying an FY2022 dividend yield of above 6% (assuming 40% dividend payout from the lowest net profit achieved in the last three years of $321 million),&rdquo says Tan.   &ldquo Based on the historical P/B band of 0.5-1.2x of YZJFH pre-split, this implies a valuation of 50 cents to $1.29,&rdquo he adds. &ldquo On the other hand, YZJFH&rsquo s 0.5x 2021 P/B is at a deep discount compared with the peers&rsquo valuation of 0.5-2.1x 2021 P/B (excluding outliers).&rdquo   As of 2021, the borrowers of YZJFH&rsquo s debt investments are from diverse industries including manufacturing (37%), real estate (24%), services (15%) and wholesale/retail (10%).   To safeguard its interests in the event of default, the company has obtained collaterals from the end-borrowers through third-party financial institutions for the majority of the loans.   &ldquo Such collaterals are project specific and cannot be used for any other purpose. As such, YZJFH is the ultimate beneficiary of the collaterals. Debt investments with collaterals have loan-to-value of an average of 46.09% from their borrowers (implying collateral coverage ratio of 1.96x),&rdquo says Tan.

 

The Dow and sgx are completely different animals hard to compare - using a sports analogy Dow can be likened to a 100 meter sprint and sgx is like a 5 day test cricket match

 

With Dow Jones down about 880 on 10 Jun and possibly on the week ahead, it will be an uphill task for YZJFH share price to go up. Just trade carefully?

SAVIORFOREVER      ( Date: 11-Jun-2022 09:14) Posted: Will management support on Monday? They need many millions to hold gate 50. Contra and margin buyers lead the selldown? Shortsellers to collect cheap? Trade with expectation and DYODD

 

we all also see very undervalue and SBB as a rocket fuel.....but , the more good news it has, ....the more.....

Joelton      ( Date: 11-Jun-2022 09:43) Posted: UOB Kay Hian sees Yangzijiang Financial Holding as ' undervalued' gem with share buyback being strong catalyst   UOB Kay Hian analyst Llelleythan Tan has called Yangzijiang Financial Holding (YZJFH) an &ldquo undervalued gem&rdquo in an unrated report dated June 9.   On June 8, the company had just obtained its shareholders&rsquo approval to conduct its $200 million share buyback programme.   The buyback was conducted on June 9, where the company bought one million shares at 51 cents each. YZJFH&rsquo s CEO Vincent Toe and its independent directors had previously acquired some 1.7 million shares at an average of 57 cents per share in May.   &ldquo As YZJFH is trading at a huge discount to book value, the start of an aggressive share buyback after June 8 could be a key catalyst for YZJFH,&rdquo Tan writes.   The buyback programme, as well as insider purchases represent a strong sign of confidence from management, he adds.   Since 2011 to 2021, YZJFH, which is the carved-out and spun-off debt investment business of Yangzijiang Shipbuilding, has generated an impressive return track record of 9% to 15% pre-tax return on assets (ROA).   The company has also indicated its plans to recycle its investment principal from matured loans into its investment management business.   Around 95% of YZJFH&rsquo s $3.9 billion in debt investments is expected to mature by end-2022, notes Tan.   At its current share price, YZJFH is trading at an attractive valuation of an FY2021 P/B of 0.5x, considering its lack of debt and $4.2 billion of cash and short-term investments.   &ldquo Strong operating cash flows from its debt investments business would support YZJFH&rsquo s proposed dividend policy of at least 40% of net profit after tax, implying an FY2022 dividend yield of above 6% (assuming 40% dividend payout from the lowest net profit achieved in the last three years of $321 million),&rdquo says Tan.   &ldquo Based on the historical P/B band of 0.5-1.2x of YZJFH pre-split, this implies a valuation of 50 cents to $1.29,&rdquo he adds. &ldquo On the other hand, YZJFH&rsquo s 0.5x 2021 P/B is at a deep discount compared with the peers&rsquo valuation of 0.5-2.1x 2021 P/B (excluding outliers).&rdquo   As of 2021, the borrowers of YZJFH&rsquo s debt investments are from diverse industries including manufacturing (37%), real estate (24%), services (15%) and wholesale/retail (10%).   To safeguard its interests in the event of default, the company has obtained collaterals from the end-borrowers through third-party financial institutions for the majority of the loans.   &ldquo Such collaterals are project specific and cannot be used for any other purpose. As such, YZJFH is the ultimate beneficiary of the collaterals. Debt investments with collaterals have loan-to-value of an average of 46.09% from their borrowers (implying collateral coverage ratio of 1.96x),&rdquo says Tan.