YZJ Fin Hldg    Last:0.23    -0.01

YZJFH - potentially rewarding

Q to sell at 1.19 was 5m+ units in the beginning.
After 3m+ bought, the q still about 5m......keep top up.
Ppl no confidence it will cross 1.2. 

 

I like your words, HVRRVH.
Personally, I think above 1.2 by end of this month.
Around or above 1.25 end Oct.
Best case, 1.3 just before spin off date.

 

It is highly possible and may happen by Friday. This is based on similar rerating of Centurion, Boustead and LHN as well as to certain extend, APAC. All have been trading well above their respective books now. Even my old flame China Sunsine out of the blue without any new story also is trading above its book now. I think market is bullish and if a stock has good earnings, high cash and rerating story, it will get push up. How high depends on how market view the future prospects of the rerating story. For YZJF, it is converting its high cash into the focus maritime business for 10-20% returns. My personal target is for it to hit EPS of at least 8 to 10 cents for a start. The post spin YZJF and YZJM should have no problem trading above book and or at least 10x PE if the managements get it right.

pkli899      ( Date: 16-Sep-2025 13:53) Posted: Alternatively, big mouth come and finish off 1.19. Better still, 1.20 as well. This way, price will fly.

 

Alternatively, big mouth come and finish off 1.19.
Better still, 1.20 as well.
This way, price will fly.

 

Price tested 1.19 several times but wall is thick.
Need more to believe above 1.20 is archivable.
With that, the q to sell at 1.19 will be much smaller.

 

Thanks for your feedback, Big Bro!

pkli899      ( Date: 16-Sep-2025 10:31) Posted: Btw, I didn' t really set a TP to sell. Not before news of spin off. Definitely not now. I rather wait, give both counters sometime to prove themselves.

 

Btw, I didn' t really set a TP to sell.
Not before news of spin off.
Definitely not now.
I rather wait, give both counters sometime to prove themselves.

 

LOL.....fundamental changed, so goal post also followed.
 

hokpin      ( Date: 15-Sep-2025 21:40) Posted: Last time said No One Dollar No Sell! After that, raised the bar to sell at 1.20. Now, don?t know how liao? pkli899      ( Date: 15-Sep-2025 16:26) Posted: Personally feel 1.25 is possible. We shall see nearing end Oct25. Would not be surprised even 1.30 or above is achieved just before spin off.

 

shifting goal post higher for this stock is valid as the situations has become more favorable compared to jsut listed.

at first it was over sold as some shareholders who got it as distributions have not same mandate.
plus some who are worry about china real estate as collateral not confident of the DI business.
so over sold. 30-36 plus region is best to buy.
then as time progress DI debt looks like can collect back.
then boss step in to restart in his old field of maritime related business to ride on the maritime building up cycle.
now in addition we have interest rate down cycle. so their money management, investment in pre list entities, wealth managent will also benefits as more money pour into equities and bond. 
it is now not just a dividend stock. also a growth stock.

 

The short sell on 1 Sep week was 34.3m shares.

The short sell on 8 Sep week was 58.4 shares.

The short sell on 15 Sep was 7m shares

Trade with cautious.

 

Last time said No One Dollar No Sell!
After that, raised the bar to sell at 1.20.
Now, don?t know how liao?

pkli899      ( Date: 15-Sep-2025 16:26) Posted: Personally feel 1.25 is possible. We shall see nearing end Oct25. Would not be surprised even 1.30 or above is achieved just before spin off.

 

Personally feel 1.25 is possible.
We shall see nearing end Oct25.
Would not be surprised even 1.30 or above is achieved just before spin off.

 

Market has finally given premium to the book value of YZJF as it trades decisively above its NAV. This shows that the market thinks the maritime businesses that the post spin YZJM is going to embark on is viable. Having said that, the premium is not too high at the moment which is understandable as it is still early days. This contrast with Boustead where their potential values (RNAV) are now clearly realisable with the planned listing of a reit, and market has priced it much higher than its current NAV. Nonetheless, keeping both for the foreseeable future as both are paying good dividends.

 

做 大 做 强 ， 持 之 以 恒

 

 

 

The Edge Singapore | SGX to launch new index that tracks companies beyond STI: Minister Chee Hong Tat
https://www.theedgesingapore.com/news/singapore-economy/sgx-launch-new-index-tracks-companies-beyond-sti-minister-chee-hong-tat

Both YZJF and YZJM are in good positions to be included in this new index, if it really come to fruition. Even after spin off, both companies NAV and market cap are still in the range of 2b, which is significantly higher than most companies not in STI. Of course market cap is likely to change for YZJF and YZJM post spin, with 1 down and 1 up expected but both should still qualify for the new index, if it come to fruition.

 

The swing in price is crazy.
I think done with purpose by shortists.

 

Nov was mentioned during EGM. 

alanchee      ( Date: 12-Sep-2025 11:41) Posted: I think ipo listing will probably happen in say end Oct as I can see the Mgmt do follow up and act v fast HVRRVH      ( Date: 11-Sep-2025 15:52) Posted: Yes everything will be crytalised in November. 3Q results, rights price, placement price and market prices for the post spin YZJF and YZJM. With already confirm 40% dividend payout policy so if the combined entities can achieve 10 cents EPS that will be good. More importantly we have to see big growth potential to justify further price upside. Hopefully 3Q results will be made available since it is not mandatory. As it is, shortists seem confidence to short anything above $1.06 especially when the price hit $1.1 or more.

 

Gap up due to ETL announcement coming soon?