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This is a boring golden hen. It just lay a golden egg yzj marine. In time it will pay more and more eggs call dividend. Why so eager to sell your hen that lay golden egg. It is going to be boring but very profitable one that will give dividend and price gain
Let?s see. 以 不 变 应 万 变 . 以 静 制 动 ！
SmallSmall ( Date: 10-Nov-2025 11:01) Posted:
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Maybe evening on 17.11.25 you can check your account but by 18.11.25 before market open should be credited.
darkmyst ( Date: 10-Nov-2025 10:51) Posted:
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Day high $0.515..... Can see $0.53 later I believe
Thanks alot for clarification! Does it mean, the new share YZJM will be on my prefunded account this week (after today) or next week (by 18/10)?
Sorry kinda first time encountering this situation.
Sorry kinda first time encountering this situation.
HVRRVH ( Date: 10-Nov-2025 09:50) Posted:
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Sure will get YZJM shares in your KE prefunded. This time round YZJF is well prepared and have even get CPF inclusion for YZJM ready before spin off listing. For context, when YZJF was spin off from YZJS, CPF holders were left in limbo as YZJF was not immediately approved for CPF trading. You need both shares combined price above $1.09 to be in the profit which I think is attainable.
I also bought @ 1.09... Higher value 
.
But now XE, price come down to about 49c.
Now I wondered if my prefunded account will get the new Shares. I use KE prefunded.
.But now XE, price come down to about 49c.
Now I wondered if my prefunded account will get the new Shares. I use KE prefunded.
No idea as well. Lets see!
HVRRVH ( Date: 10-Nov-2025 09:21) Posted:
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Open $0.48 robot shot down to $0.415 and shot back up in 1 second to $0.47 then back down to lowest $0.45. Now stuck at $0.5. Will it push back to NAV in the days to come? Let' s see.
On the book, YZF Financial should be S$0.60...but based on ex-Price of S$1.06, likely to trade betw 45-50 cents (as Maritime doing placement at S$0.60 per share).
Impt is that their lithium acquisition is not going thru...save the legal headaches for Financial.
Impt is that their lithium acquisition is not going thru...save the legal headaches for Financial.
my plan easy. wait see how low shorty can bring it down. buy more if low enough. else no actions.
yzj marine is good to hold until value appear.
yzj marine is good to hold until value appear.
estimate yzjfh should earn at least 4.4 cents and pay 1.76cents dividend.
other add on. interest rate fall by 1/2 percent since 1/2 time that will improve earning by 1-2 cents
gain of principle product. sgd versus usd and rmb has weaken by about 2 percent that will add another 1-2 cents. for 5% return expect about 50-60 cents. for cpf investor is a good return with growth as ordinary and special pay lesser. so it is a win in return and growth.
yzj maritime will value like yzj as their business quite similar. so expect tending towards $1 or more in time. from yzj point doing a go on yzj maritime is profitable as it has a much lower pe at start. combine yzj and yzj marine ave pe will be lower.
but at open shorty will try to block and suppress price. maybe 45 cents possible. if too low i will add as the return will be similar to reits and with better growth potential.
specuvesting only. your estimate as good as mind. dyodd.
other add on. interest rate fall by 1/2 percent since 1/2 time that will improve earning by 1-2 cents
gain of principle product. sgd versus usd and rmb has weaken by about 2 percent that will add another 1-2 cents. for 5% return expect about 50-60 cents. for cpf investor is a good return with growth as ordinary and special pay lesser. so it is a win in return and growth.
yzj maritime will value like yzj as their business quite similar. so expect tending towards $1 or more in time. from yzj point doing a go on yzj maritime is profitable as it has a much lower pe at start. combine yzj and yzj marine ave pe will be lower.
but at open shorty will try to block and suppress price. maybe 45 cents possible. if too low i will add as the return will be similar to reits and with better growth potential.
specuvesting only. your estimate as good as mind. dyodd.
I think it last time announced Yzjfh valued 54c while Marine 60c ?
HVRRVH ( Date: 07-Nov-2025 18:08) Posted:
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How is the market going to value the stand alone YZJF? Coming Monday we shall know. Probably open $0.45 to $0.5. Let?s see.
Usually creditors have to take a hair cut in a restructuring deal. YZJF and its investment partners won' t go in without safeguard. The proposal was rejected perhaps creditors stand much to lose. It is a missed opportunity but luckily won' t affect the share price as the market was lukewarm to begin with when the news first broke. Usually once the restructring is done, either the debts all wipe out or they become very managable. Therefore, it is a waste opportunity as far as YZJF is concerned. If not, they would have a foothold in the world largest litium battery anode maker.
Winnertakeall ( Date: 07-Nov-2025 10:04) Posted:
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It may be a blessing that YF8 joint venture is rejected
For Ningbo Shanshan Co., Ltd. (SSE: 600884, also known as Shanshan), here are some of the most recent debt metrics:
For Ningbo Shanshan Co., Ltd. (SSE: 600884, also known as Shanshan), here are some of the most recent debt metrics:
- Long-term debt is about ¥ 8.8 billion CNY.
- Total debt (short-term + long-term) is estimated at around US$14.17 billion (¥ 100-110 billion CNY) in one source.
- Net debt (after cash) is quoted around US$11.4 billion.
- The company is undergoing a major restructuring, with creditors having claims totalling over ¥ 44.2 billion CNY.
Yangzijiang Financial : The investment, wealth and fund manager on Thursday said plans to invest one billion yuan (S$183.1 million) in lithium battery producer Ningbo Shanshan?s restructuring will not proceed. This comes after Ningbo Shanshan?s creditors rejected the proposed investment. Yangzijiang Financial?s board does not expect this to have any material adverse impact on the group. The counter rose S$0.01 or 1 per cent higher to close at S$1.06, before the announcement.
shan shan investment case. wasted empty happy for a while.
it is not a lost as nothing deploy yet. in fact since indentify shan shan as good to put in
rmb 1b. can always scoop up as prices fall. so stay below the radar can trade happily to sell
when prices eventually fall. if not many other opportunities in china market.
world is shifting money out of usa stock. go international stock like europe, asia who valuation is low.
go bond in safer government or government guatantee bond such as the immediate is a distributed group of home oweners who will not default together and if so the us government pay. go gold.
gold as if usd is losing it' s shine central banks of variuos government has to replace it with something credible. strong currency supply no enough. so gold will continue to be chase.
so with cash in yzjfh the world is your oyster. no need to go all in with anything. with money more money will come. money scare cold you know.
usd exposure can be hedge. go ask the forex trader how they use money market and forex market to wager on interest rate changes.
it is not a lost as nothing deploy yet. in fact since indentify shan shan as good to put in
rmb 1b. can always scoop up as prices fall. so stay below the radar can trade happily to sell
when prices eventually fall. if not many other opportunities in china market.
world is shifting money out of usa stock. go international stock like europe, asia who valuation is low.
go bond in safer government or government guatantee bond such as the immediate is a distributed group of home oweners who will not default together and if so the us government pay. go gold.
gold as if usd is losing it' s shine central banks of variuos government has to replace it with something credible. strong currency supply no enough. so gold will continue to be chase.
so with cash in yzjfh the world is your oyster. no need to go all in with anything. with money more money will come. money scare cold you know.
usd exposure can be hedge. go ask the forex trader how they use money market and forex market to wager on interest rate changes.
YZJ Financial right to spin off maritime assets
After birthing YZJ Maritime, YZJ Financial could move more aggressively in interesting new directions
[SINGAPORE] If you have ever mistaken Yanzijiang (YZJ) Financial : YF8 +0.95% for YZJ Shipbuilding : BS6 +3.9% while checking their share prices on your phone, get ready for even more potential confusion.
On Nov 18, a company called YZJ Maritime Development is expected to list on the mainboard of the Singapore Exchange (SGX) by way of an introduction. The company invests in a diverse range of vessels through joint ventures with operating partners, and via finance leases. It also provides loans to shipping companies, and is involved in ship agency and ship broking activities.
The company is being spun out of YZJ Financial, in much the same way that YZJ Financial was spun out of YZJ Shipbuilding back in 2022. Under the deal, YZJ Financial will distribute the 3.48 billion shares it holds in YZJ Maritime to its own shareholders on a one-for-one basis.
Last week, YZJ Maritime said it had also signed agreements with SAC Capital and China International Capital Corporation to raise S$5.2 million through a placement of nearly 8.64 million shares at S$0.60 each. This placement price values YZJ Maritime at more than S$2 billion.
YZJ Maritime had a net asset value (NAV) of more than US$1.57 billion (or nearly S$2.04 billion) as at Jun 30, according to its introduction document. The company achieved earnings of US$63.54 million for H1 2025, versus US$68.91 million for H1 2024.
Ren Yuanlin, the largest shareholder of YZJ Shipbuilding and YZJ Financial, and the entrepreneurial force behind the whole group, seems to be paying close attention to YZJ Maritime as it comes to market.
YZJ Maritime&rsquo s introduction document lists him as its executive chairman and chief executive officer. Meanwhile, YZJ Financial announced last week that Ren would step down as its executive chairman and CEO with effect from Oct 31.
Taking his place at YZJ Financial are Liu Hua as executive chairman, and Peng Xingkui as CEO. Liu was previously YZJ Financial&rsquo s deputy CEO and its chief financial officer, while Peng was head of the investment management department at a key unit of YZJ Shipbuilding.
Ren Letian, who is Ren Yuanlin&rsquo s son, is still executive chairman and CEO of YZJ Shipbuilding.
What will become of YZJ Financial now that a big part of it is being spun off as a separate listed company? Will YZJ Maritime be the company within the Ren family&rsquo s growing empire to watch over the next few months?
Should investors worry about there being too many companies with YZJ prefixed to their names?
Seizing new opportunities
First of all, it should be pointed out that YZJ Shipbuilding is, by far, the most prominent company within the group. As a component of the Straits Times Index (STI), with a market capitalisation of S$13.11 billion, it has a strong following among analysts and investors.
DBS describes the company as the largest and best-managed private shipbuilder in China, with a 10-percentage-point cost advantage over its competitors, driven by superior project execution and cost control.
Over the past 12 months, its shares have delivered a total return of 40.1 per cent, versus the STI&rsquo s total return of 29.5 per cent.
With YZJ Maritime still in its belly, YZJ Financial currently has a market capitalisation of S$3.65 billion. In September, it was elevated to the STI reserve list. It was also the largest component of the iEdge Singapore Next 50 Index, with a weighting of 5.59 per cent.
YZJ Financial has also chalked up a high total return of 175.6 per cent over the past 12 months, driven in part by its plans to spin off its maritime assets. Only two other components of the Next 50 index performed better during the same period &ndash namely, Hong Leong Asia with a total return of 185.5 per cent, and PropNex with a total return of 200.8 per cent.
With YZJ Financial already trading close to its NAV as at Jun 30 of S$1.11 per share, and the imminent carve-out of its maritime assets, further gains seem unlikely in the short term.
Still, after successfully birthing YZJ Maritime, YZJ Financial may move more aggressively in interesting new directions. In its recent circular to shareholders dated Aug 12, the company said it still held troubled real estate debt on its books totalling some 3.8 billion yuan (S$696.7 million), which it plans to realise through judicial auctions.
The company also said on Aug 18 that it has become an anchor investor in a S$100 million fund dedicated to mid and small-cap stocks in Singapore.
On Oct 1, YZJ Financial announced plans to lead a consortium of investors to obtain a 23.36 per cent stake in Shanghai-listed lithium battery giant Ningbo Shanshan Co. The company plans to invest 1.02 billion yuan in the deal.
&ldquo With our established presence in both China Mainland and Singapore, the group continues to actively pursue promising opportunities that strengthen its core investment portfolio aiming to effectively deploy its cash reserves to generate sustainable returns to shareholders,&rdquo said Ren Yuanlin, in a statement about the deal.
Market support crucial
As for the larger question of whether YZJ Maritime ought to be spun out, this column is inclined to keep an open mind for now.
Some Singapore-listed companies have been known to do U-turns on their spin-offs, of course. CapitaLand spun off its retail property business as a separately listed company called CapitaMalls Asia in 2009 only to take it private in 2014.
Boustead Singapore listed Boustead Projects in 2015, and began trying to take it private in 2023. Boustead Projects was delisted last year.
Yet, these corporate groups have continued taking advantage of opportunities in their fields, and adapting themselves to trends in the market.
For instance, CapitaLand went on to acquire Ascendas-Singbridge in 2019 and launched a group-wide restructuring in 2021 that included its property development arm going private, and its real estate management activities and lodging business remaining listed under what is now known as CapitaLand Investment.
Earlier this week, CapitaLand Investment and Mapletree Investments were reported to be mulling a merger.
On the other hand, Boustead Singapore is now going down the well-trodden path of monetising some of its assets via a real estate investment trust (Reit). The group said in September that the sponsor of the new Reit will be UIB Holdings, in which Boustead Projects holds a 20 per cent stake and that its initial portfolio will be worth some S$1.9 billion.
With the strong gains charted by the Singapore market over the past two years, it makes lots of sense for YZJ Financial to unlock value by spinning out YZJ Maritime now. In order to maintain the support of the market over the longer term, however, both YZJ Financial and YZJ Maritime will need to steadily deliver shareholder value.
Just mean have to redeploy the money elsewhere lor. In the first place it didn' t cause a stir or ripple in the water also when the proposed Shanshan restructuring news was announced. Even thought personally I think it has a lot of growth and profit potentials, perhaps the deal was not approved as it was too advantageous to YZJF and its investment partners. Separately, it seems the management has learnt from YZJF previous spin off, this time seven early eight early already secured CPF inclusion for YZJM.