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ss2017. Supreme	13-Feb-2023 22:48        ss2017. About Contact  Quote this Post!
x 0   x 0  Alert Admin	It may take one week or more to break trend line 37.5c. Of course the earlier the better.
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Winnertakeall Elite	13-Feb-2023 19:34        Winnertakeall About Contact  Quote this Post!
x 0   x 0  Alert Admin	ShortSaleVolume from SGX (FYI) 13/2 :   1884700 10/2 :   6370400 09/2 :   2117300 08/2 : 14517200 07/2 :   1052100 06/2 :   5073000 03/2 :   3764900 02/2 :   5105700 01/2 :   3257300
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Smallinvestor Senior	13-Feb-2023 17:22        Smallinvestor About Contact  Quote this Post!
x 0   x 0  Alert Admin	Rest of the counters lao sai except yzjfh. Just be patient:) ss2017.      ( Date: 13-Feb-2023 17:13) Posted: Market Mood has been improving this week. Please keep it up. pkli899      ( Date: 13-Feb-2023 10:48) Posted: Yes， one after another who' s who came on board, surely shows they are serious in growing the company. Gathered so many well known personnel with relevant expertises to party away the money
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ss2017. Supreme	13-Feb-2023 17:13        ss2017. About Contact  Quote this Post!
x 0   x 0  Alert Admin	Market Mood has been improving this week. Please keep it up. pkli899      ( Date: 13-Feb-2023 10:48) Posted: Yes， one after another who' s who came on board, surely shows they are serious in growing the company. Gathered so many well known personnel with relevant expertises to party away the money? Segarvale      ( Date: 13-Feb-2023 10:30) Posted: Unlikely there will be capital returns. 1.3b cash and short term investment as at 30 june 22. It states that it is keeping 400m as liquidity and hence the rest would be invested from what i see. 699m trade receivable of which 677m as prepayment for short term potentials investment and investment has been completed as per 2 sept announcement. It mentioned that the bulk of the receivable has been returned as cash. How much has been injected into this potential short term investment, i dunno. But the wording 'bulk' did imply quite a lot return as cash. So 1.3b + 699m (if all return as cash) ard 2b. 57% of portfolio remains as DI, another 7% which i conversatively calculated to be 250m est to be realised by keeping 50% of the total assets end of 2023 as per target plan. So total potential cash 2.2b (which is ard 50% of the total assets) if they never invested in that potential short term which may be unlikely. Anyway, they are going to invest this excess cash, leaving ard 400m as liquidity as what they have guided. No point hiring so many big names, and in turns return the excess cash..so dun harbour capital return, very unlikely
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pkli899 Supreme	13-Feb-2023 10:48        pkli899 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yes， one after another who' s who came on board, surely shows they are serious in growing the company. Gathered so many well known personnel with relevant expertises to party away the money? Segarvale      ( Date: 13-Feb-2023 10:30) Posted: Unlikely there will be capital returns. 1.3b cash and short term investment as at 30 june 22. It states that it is keeping 400m as liquidity and hence the rest would be invested from what i see. 699m trade receivable of which 677m as prepayment for short term potentials investment and investment has been completed as per 2 sept announcement. It mentioned that the bulk of the receivable has been returned as cash. How much has been injected into this potential short term investment, i dunno. But the wording 'bulk' did imply quite a lot return as cash. So 1.3b + 699m (if all return as cash) ard 2b. 57% of portfolio remains as DI, another 7% which i conversatively calculated to be 250m est to be realised by keeping 50% of the total assets end of 2023 as per target plan. So total potential cash 2.2b (which is ard 50% of the total assets) if they never invested in that potential short term which may be unlikely. Anyway, they are going to invest this excess cash, leaving ard 400m as liquidity as what they have guided. No point hiring so many big names, and in turns return the excess cash..so dun harbour capital return, very unlikely. sgng123      ( Date: 12-Feb-2023 03:54) Posted: Don think so it reducing DI portfolio to 30% of total asset but real estate DI would be gradually reduced. Real estate DI appro 30% of DI around 770m. With china banks pumping lot of cash into private and state own companies with low interest, demand for private lending would plunge and interest rate would go down. Anyway YZJFH spinoff is to unlock value and transit form 70%DI to 30%DI, investors would be pressing to unlock and capital return by punishing the stock price. Hedge fund keeping pressure on management to unlock capital. We retail investor just wait out and enjoy dividend, cannot do much while bb and YZJFH management slog it out. Having YZJFH stock price at current distress level would make it very difficult for YZJFH management to attract investor to their wealth management product. That why 200m SSB out to maintain stock price but fail and CEO Ren threaten to increase his stake but now gone quiet. Maybe they finally yield to BB demand to split DI money.
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Segarvale Senior	13-Feb-2023 10:30        Segarvale About Contact  Quote this Post!
x 0   x 0  Alert Admin	Unlikely there will be capital returns. 1.3b cash and short term investment as at 30 june 22. It states that it is keeping 400m as liquidity and hence the rest would be invested from what i see. 699m trade receivable of which 677m as prepayment for short term potentials investment and investment has been completed as per 2 sept announcement. It mentioned that the bulk of the receivable has been returned as cash. How much has been injected into this potential short term investment, i dunno. But the wording 'bulk' did imply quite a lot return as cash. So 1.3b + 699m (if all return as cash) ard 2b. 57% of portfolio remains as DI, another 7% which i conversatively calculated to be 250m est to be realised by keeping 50% of the total assets end of 2023 as per target plan. So total potential cash 2.2b (which is ard 50% of the total assets) if they never invested in that potential short term which may be unlikely. Anyway, they are going to invest this excess cash, leaving ard 400m as liquidity as what they have guided. No point hiring so many big names, and in turns return the excess cash..so dun harbour capital return, very unlikely. sgng123      ( Date: 12-Feb-2023 03:54) Posted: Don think so it reducing DI portfolio to 30% of total asset but real estate DI would be gradually reduced. Real estate DI appro 30% of DI around 770m. With china banks pumping lot of cash into private and state own companies with low interest, demand for private lending would plunge and interest rate would go down. Anyway YZJFH spinoff is to unlock value and transit form 70%DI to 30%DI, investors would be pressing to unlock and capital return by punishing the stock price. Hedge fund keeping pressure on management to unlock capital. We retail investor just wait out and enjoy dividend, cannot do much while bb and YZJFH management slog it out. Having YZJFH stock price at current distress level would make it very difficult for YZJFH management to attract investor to their wealth management product. That why 200m SSB out to maintain stock price but fail and CEO Ren threaten to increase his stake but now gone quiet. Maybe they finally yield to BB demand to split DI money.. Segarvale      ( Date: 11-Feb-2023 16:26) Posted: No leh..the cash dun be so much..2 sept announcement: as at 30 june 22, 1.3b cash and short term investment. DI stands at 57% of the portfolio. They still need to recycle at least 50% by end 23 into DI, and reduce 10% each year until 30% in 2025. So maybe just another 250m estimated, by reducing 57% to 50% if they follow the targeted plan. Correct or not
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sgng123 Supreme	12-Feb-2023 23:57        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Just enjoy Ur dividend in may, nothing much on price movement unless they decided to cancel treasury stocks/ capital return/ increase in cash on DI maturing. ESG growth fund not much YZJFH can do, they just join temasek fund as LP sinking 50-100m not much action. Also due to distress stock price result in low confidence in investors to invest in their GP fund. SSB most likely would reboot in march after full year result.
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pasttime Supreme	12-Feb-2023 21:20        pasttime About Contact  Quote this Post!   Yells: "gold silver are real money. not others iou."
x 0   x 0  Alert Admin	$200m provided to buy back 10% of shares provide liquidity for those bigh shareholders who want to sell. nothing wrong. else the share price will collapse to no know what price. it is a good move that has benefited all remaining share holders. only shorts are caught. can see they are covering. and is pushing down price to do another round of cover. i wait for them in case they do a favour to bring down low enough then collect some arrow together. 2-3 years risk rewards in my opinion is quite a good rewards with low risk at current price. short term will always be subject to price movement by those who has money and means. cannot fight them.  mickey mouse investor like me has to use time to win. dyodd.
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sgng123 Supreme	12-Feb-2023 03:54        sgng123 About Contact  Quote this Post!
x 0   x 2  Alert Admin	Don think so it reducing DI portfolio to 30% of total asset but real estate DI would be gradually reduced. Real estate DI appro 30% of DI around 770m. With china banks pumping lot of cash into private and state own companies with low interest, demand for private lending would plunge and interest rate would go down. Anyway YZJFH spinoff is to unlock value and transit form 70%DI to 30%DI, investors would be pressing to unlock and capital return by punishing the stock price. Hedge fund keeping pressure on management to unlock capital. We retail investor just wait out and enjoy dividend, cannot do much while bb and YZJFH management slog it out. Having YZJFH stock price at current distress level would make it very difficult for YZJFH management to attract investor to their wealth management product. That why 200m SSB out to maintain stock price but fail and CEO Ren threaten to increase his stake but now gone quiet. Maybe they finally yield to BB demand to split DI money.. Segarvale      ( Date: 11-Feb-2023 16:26) Posted: No leh..the cash dun be so much..2 sept announcement: as at 30 june 22, 1.3b cash and short term investment. DI stands at 57% of the portfolio. They still need to recycle at least 50% by end 23 into DI, and reduce 10% each year until 30% in 2025. So maybe just another 250m estimated, by reducing 57% to 50% if they follow the targeted plan. Correct or not? sgng123      ( Date: 10-Feb-2023 22:22) Posted: Be patient, wait till june-jul when approx 80% DI matured u see doubling of free cash in YZJFH from $1.25b to $2.5b. For now ignor market as it manipulated by market maker to churn volume for SGX fee. Just remember stock price = total free cash, 90% of DI asset $2.528b maturing this year. Current cash hold =$1.25B+. Approx $0.35 cash per share. Who know maybe YZJFH declared higher dividend to compensate investor for holding during trough period. FYI YZJFH considered cash shell company as it in mid of transition to fund management trust.with China DI and private equity equate to junk assets
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Smallinvestor Senior	11-Feb-2023 18:31        Smallinvestor About Contact  Quote this Post!
x 0   x 0  Alert Admin	https://links.sgx.com/1.0.0/corporate-announcements/UADFI9YH10IVRT1X/740774_Yangzijiang%203Q%20update-1205%20final.pdf Smallinvestor      ( Date: 11-Feb-2023 17:58) Posted: As of 30 Sep 2022, (from report, figure if I am not wrong based on calculation) Debt investments approx 56.0%(approx 2.5bil) of its total portfolio. Cash and yield enhancement products approx 27.6% (approx 1.27bil) Equity investments 15.0% (approx 0.66bil) A total of S$511 million, representing 12% of the Group?s assets as of 30 September, has been committed for deployment outside of China. The Group expects to reduce its debt investments in China to 30%(approx 1.33bil) of its total portfolio by the end of 2023(26% approx 1.17bil more cash or equivalent by end 2023) , while reallocating its funds into other asset classes and diversifying outside of China. However, the timing of these investments will depend on the opportunities available, so that we can effectively maximise returns for our shareholders over the long term Total asset approx 4.42bil Yzjfh market cap now is 1.4bil at $0.36
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Smallinvestor Senior	11-Feb-2023 17:58        Smallinvestor About Contact  Quote this Post!
x 0   x 0  Alert Admin	As of 30 Sep 2022, (from report, figure if I am not wrong based on calculation) Debt investments approx 56.0%(approx 2.5bil) of its total portfolio. Cash and yield enhancement products approx 27.6% (approx 1.27bil) Equity investments 15.0% (approx 0.66bil) A total of S$511 million, representing 12% of the Group?s assets as of 30 September, has been committed for deployment outside of China. The Group expects to reduce its debt investments in China to 30%(approx 1.33bil) of its total portfolio by the end of 2023(26% approx 1.17bil more cash or equivalent by end 2023) , while reallocating its funds into other asset classes and diversifying outside of China. However, the timing of these investments will depend on the opportunities available, so that we can effectively maximise returns for our shareholders over the long term Total asset approx 4.42bil Yzjfh market cap now is 1.4bil at $0.36
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Segarvale Senior	11-Feb-2023 16:26        Segarvale About Contact  Quote this Post!
x 0   x 0  Alert Admin	No leh..the cash dun be so much..2 sept announcement: as at 30 june 22, 1.3b cash and short term investment. DI stands at 57% of the portfolio. They still need to recycle at least 50% by end 23 into DI, and reduce 10% each year until 30% in 2025. So maybe just another 250m estimated, by reducing 57% to 50% if they follow the targeted plan. Correct or not? sgng123      ( Date: 10-Feb-2023 22:22) Posted: Be patient, wait till june-jul when approx 80% DI matured u see doubling of free cash in YZJFH from $1.25b to $2.5b. For now ignor market as it manipulated by market maker to churn volume for SGX fee. Just remember stock price = total free cash, 90% of DI asset $2.528b maturing this year. Current cash hold =$1.25B+. Approx $0.35 cash per share. Who know maybe YZJFH declared higher dividend to compensate investor for holding during trough period. FYI YZJFH considered cash shell company as it in mid of transition to fund management trust.with China DI and private equity equate to junk assets   pasttime      ( Date: 10-Feb-2023 15:38) Posted: with so much cash their ability to create dividend is not too tough now. lots of opportunities. example manulifereits is now trading at usd0.295-0.3 with declared dividend of usd 0.0214. expect the same dividend for next half year. that gives a return of 14.2% . the market cap of this reit is only 1.8b*0.3 = usd 0.54b ie yzjfh has cash to buy out the whole reit at this price. of course that is not going to happen. but it means that yzjfh is in strong position to invest in this type of reit as there is fear currently that this reit may hit max loan of 50% since it is currently at 48% loan to asset value. to yzjfh this is low risk as if it happen then just go buy 1 asset from the reits to lower the outstanding loan or ask the reit manager to do placement to them. so they can safely buy the reits for 14.2% return. over time market will released the fear is over done or when office market in vogue again then they can sell for a good capital return. not saying this is the one yzjfh should do. but with cash there are many this type of opportunities. warren best winning tactics is holding a lot of cash. so people in trouble will run to him for his name and money to create support.
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sgng123 Supreme	10-Feb-2023 22:37        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	To add on, full year result might give hint to SSB whether management would cancel the treasury share once hit 10% mandate. For the second tranch of SSB to begin in 2023, the existing treasury stocks need to be cancel out. Treasury stock bought under SSB had no votting power and not entitle to dividend otherwise it still retain book value and eps. Eliminating treasury stocks would jack up stock by 10% increasing eps, NTA and cash per share. It how dow Jones climb so high all these years through heavy SSB and cancelling, artificially propping up the PE, EPS etc.
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sgng123 Supreme	10-Feb-2023 22:22        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Be patient, wait till june-jul when approx 80% DI matured u see doubling of free cash in YZJFH from $1.25b to $2.5b. For now ignor market as it manipulated by market maker to churn volume for SGX fee. Just remember stock price = total free cash, 90% of DI asset $2.528b maturing this year. Current cash hold =$1.25B+. Approx $0.35 cash per share. Who know maybe YZJFH declared higher dividend to compensate investor for holding during trough period. FYI YZJFH considered cash shell company as it in mid of transition to fund management trust.with China DI and private equity equate to junk assets   pasttime      ( Date: 10-Feb-2023 15:38) Posted: with so much cash their ability to create dividend is not too tough now. lots of opportunities. example manulifereits is now trading at usd0.295-0.3 with declared dividend of usd 0.0214. expect the same dividend for next half year. that gives a return of 14.2% . the market cap of this reit is only 1.8b*0.3 = usd 0.54b ie yzjfh has cash to buy out the whole reit at this price. of course that is not going to happen. but it means that yzjfh is in strong position to invest in this type of reit as there is fear currently that this reit may hit max loan of 50% since it is currently at 48% loan to asset value. to yzjfh this is low risk as if it happen then just go buy 1 asset from the reits to lower the outstanding loan or ask the reit manager to do placement to them. so they can safely buy the reits for 14.2% return. over time market will released the fear is over done or when office market in vogue again then they can sell for a good capital return. not saying this is the one yzjfh should do. but with cash there are many this type of opportunities. warren best winning tactics is holding a lot of cash. so people in trouble will run to him for his name and money to create support.
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Winnertakeall Elite	10-Feb-2023 18:37        Winnertakeall About Contact  Quote this Post!
x 0   x 0  Alert Admin	ShortSaleVolume from SGX (FYI) 10/2 :   6370400 09/2 :   2117300 08/2 : 14517200 07/2 :   1052100 06/2 :   5073000 03/2 :   3764900 02/2 :   5105700 01/2 :   3257300
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Smallinvestor Senior	10-Feb-2023 18:18        Smallinvestor About Contact  Quote this Post!
x 0   x 0  Alert Admin	2 weeks very fast. Anyway most of us hold for almost a year already, what is 2weeks. :) I think 2 to 3 cents. pkli899      ( Date: 10-Feb-2023 16:08) Posted: No announcement yet. Results should be out around end of Feb. It' s then that we will know how much is the DPU. Min 40% payout promised. Worst case, 2c. 2.5c and above if very good results. wunderland      ( Date: 10-Feb-2023 15:06) Posted: Mmm when are they distributing dividend? I must have missed out this annoucement..
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pkli899 Supreme	10-Feb-2023 16:08        pkli899 About Contact  Quote this Post!
x 1   x 0  Alert Admin	No announcement yet. Results should be out around end of Feb. It' s then that we will know how much is the DPU. Min 40% payout promised. Worst case, 2c. 2.5c and above if very good results. wunderland      ( Date: 10-Feb-2023 15:06) Posted: Mmm when are they distributing dividend? I must have missed out this annoucement... ss2017.      ( Date: 10-Feb-2023 14:56) Posted: No need to justify it. Just announce a special dividend for year one operation. 😊
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pasttime Supreme	10-Feb-2023 15:38        pasttime About Contact  Quote this Post!   Yells: "gold silver are real money. not others iou."
x 0   x 0  Alert Admin	with so much cash their ability to create dividend is not too tough now. lots of opportunities. example manulifereits is now trading at usd0.295-0.3 with declared dividend of usd 0.0214. expect the same dividend for next half year. that gives a return of 14.2% . the market cap of this reit is only 1.8b*0.3 = usd 0.54b ie yzjfh has cash to buy out the whole reit at this price. of course that is not going to happen. but it means that yzjfh is in strong position to invest in this type of reit as there is fear currently that this reit may hit max loan of 50% since it is currently at 48% loan to asset value. to yzjfh this is low risk as if it happen then just go buy 1 asset from the reits to lower the outstanding loan or ask the reit manager to do placement to them. so they can safely buy the reits for 14.2% return. over time market will released the fear is over done or when office market in vogue again then they can sell for a good capital return. not saying this is the one yzjfh should do. but with cash there are many this type of opportunities. warren best winning tactics is holding a lot of cash. so people in trouble will run to him for his name and money to create support.
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wunderland Member	10-Feb-2023 15:06        wunderland About Contact  Quote this Post!   Mood:
x 0   x 0  Alert Admin	Mmm when are they distributing dividend? I must have missed out this annoucement... ss2017.      ( Date: 10-Feb-2023 14:56) Posted: No need to justify it. Just announce a special dividend for year one operation. 😊 ss2017.      ( Date: 10-Feb-2023 14:38) Posted: I dun know about you. I need dividend. Hope that the company can distribute dividend even though now the MKT condition is no good. Happily 😅 hard.
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ss2017. Supreme	10-Feb-2023 14:56        ss2017. About Contact  Quote this Post!
x 0   x 0  Alert Admin	No need to justify it. Just announce a special dividend for year one operation. 😊 ss2017.      ( Date: 10-Feb-2023 14:38) Posted: I dun know about you. I need dividend. Hope that the company can distribute dividend even though now the MKT condition is no good. Happily 😅 hard.
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