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Latest Forum Topics / YZJ Fin Hldg    Last:0.24    +0.005  Post Reply
YZJFH - potentially rewarding

volvo125
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21-Dec-2022 21:00     
 
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 Alert Admin 		Ha ha . . ya ... 0.35 to 1.05 is 3x. May be the band of these ultra big unknown sellers who are forcefully suppressing the price down now have this long objective to deeply accumulate a super strong low cost base, so that they could profit handsomely from engineering the price gradual up to 1.05 eventually plus the DR listing in ~3 years .....
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pasttime
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21-Dec-2022 20:55     
 
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 Alert Admin 		though that depository receipt has to be back by the actual shares. in whatever ratio.
so the treasury shares or new shares created can become part of that.
get a bank to be the sponsor and allow creation and breaking up of dr as share holders trade between the two market. in this way singpaore listed yzjfh will trade in price that is more in line with dr listed in china.
if the talk about listing dr in china come true in future time.
these are all at least 3 years later. yzjsb is more likely to happen first. since they are listed for > 3 years and market cap > $5b
just my simple minded thinking. 

volvo125      ( Date: 21-Dec-2022 18:38) Posted:

A secondary listing in A Share SSE via the DR pathway needs an average market cap of RMB20B and ~3 year of track record before a foreign listco can qualify.

Besides the 2 more years plus track record to clock in at SGX, YFH price will need to trade itself up to the equivalent of RMB20B market cap (SGD3.875B at 5.16 exchg rate) or 1.05 per share at today 3691 shares o/s. Yes, the criteria is Market Cap, not Nav, even though YFH Nav of 1.095 is more than sufficent to back the coy intrinsic valuation. 

Not sure why you cited that there is a way out for the 260m treasury shares relating to the DR ....  Treasury shares are just shares bought back and kept by the coy, which could be permanently locked up,or redeploy to pay dividends or employee benefits or M& A, or permanently cancelled to permanently enhance the Nav per share for all shareholders.

Of course, if YFH keeps the 260m treasury shares until the trading price hits 1.05, these shares aquired at average 0.38 could certainly be released and redeployed at a market value of ~1.05 to fund corporate actions such as M& A ... etc, which YFH will certainly gain in buying power, and ultimately boosting up its net asset valuation. 
 

pasttime      ( Date: 21-Dec-2022 17:30) Posted:

thanks YIbaol for the link and volvo125 for the good effort to translate.
so they have intentions to do DR. that will be a way out for the 259611100 shares bought back at ave of about $0.3811.  if they can list for a decent price then the different in nta to buy back price can be realised.
even better if it can command the kind of valuation like that of other chinese listed A stock in shang hai se.
not a bad piece of news.  for now only drawing 香 饽 饽 in the air. got to wait for actual actions.
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Jandec
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21-Dec-2022 19:54     
 
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 Alert Admin 		Wah lau, $1.05 per share. 300% of price of 35 cents today.   

volvo125      ( Date: 21-Dec-2022 18:38) Posted:

A secondary listing in A Share SSE via the DR pathway needs an average market cap of RMB20B and ~3 year of track record before a foreign listco can qualify.

Besides the 2 more years plus track record to clock in at SGX, YFH price will need to trade itself up to the equivalent of RMB20B market cap (SGD3.875B at 5.16 exchg rate) or 1.05 per share at today 3691 shares o/s. Yes, the criteria is Market Cap, not Nav, even though YFH Nav of 1.095 is more than sufficent to back the coy intrinsic valuation. 

Not sure why you cited that there is a way out for the 260m treasury shares relating to the DR ....  Treasury shares are just shares bought back and kept by the coy, which could be permanently locked up,or redeploy to pay dividends or employee benefits or M& A, or permanently cancelled to permanently enhance the Nav per share for all shareholders.

Of course, if YFH keeps the 260m treasury shares until the trading price hits 1.05, these shares aquired at average 0.38 could certainly be released and redeployed at a market value of ~1.05 to fund corporate actions such as M& A ... etc, which YFH will certainly gain in buying power, and ultimately boosting up its net asset valuation. 
 

pasttime      ( Date: 21-Dec-2022 17:30) Posted:

thanks YIbaol for the link and volvo125 for the good effort to translate.
so they have intentions to do DR. that will be a way out for the 259611100 shares bought back at ave of about $0.3811.  if they can list for a decent price then the different in nta to buy back price can be realised.
even better if it can command the kind of valuation like that of other chinese listed A stock in shang hai se.
not a bad piece of news.  for now only drawing 香 饽 饽 in the air. got to wait for actual actions.
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volvo125
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21-Dec-2022 18:38     
 
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 Alert Admin 		A secondary listing in A Share SSE via the DR pathway needs an average market cap of RMB20B and ~3 year of track record before a foreign listco can qualify.

Besides the 2 more years plus track record to clock in at SGX, YFH price will need to trade itself up to the equivalent of RMB20B market cap (SGD3.875B at 5.16 exchg rate) or 1.05 per share at today 3691 shares o/s. Yes, the criteria is Market Cap, not Nav, even though YFH Nav of 1.095 is more than sufficent to back the coy intrinsic valuation. 

Not sure why you cited that there is a way out for the 260m treasury shares relating to the DR ....  Treasury shares are just shares bought back and kept by the coy, which could be permanently locked up,or redeploy to pay dividends or employee benefits or M& A, or permanently cancelled to permanently enhance the Nav per share for all shareholders.

Of course, if YFH keeps the 260m treasury shares until the trading price hits 1.05, these shares aquired at average 0.38 could certainly be released and redeployed at a market value of ~1.05 to fund corporate actions such as M& A ... etc, which YFH will certainly gain in buying power, and ultimately boosting up its net asset valuation. 
 

pasttime      ( Date: 21-Dec-2022 17:30) Posted:

thanks YIbaol for the link and volvo125 for the good effort to translate.
so they have intentions to do DR. that will be a way out for the 259611100 shares bought back at ave of about $0.3811.  if they can list for a decent price then the different in nta to buy back price can be realised.
even better if it can command the kind of valuation like that of other chinese listed A stock in shang hai se.
not a bad piece of news.  for now only drawing 香 饽 饽 in the air. got to wait for actual actions.
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pasttime
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21-Dec-2022 17:30     
 
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 Alert Admin 		thanks YIbaol for the link and volvo125 for the good effort to translate.
so they have intentions to do DR. that will be a way out for the 259611100 shares bought back at ave of about $0.3811.  if they can list for a decent price then the different in nta to buy back price can be realised.
even better if it can command the kind of valuation like that of other chinese listed A stock in shang hai se.
not a bad piece of news.  for now only drawing 香 饽 饽 in the air. got to wait for actual actions.
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HVRRVH
Elite
21-Dec-2022 16:49     
 
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 Alert Admin 		Good summary. I lazy too do it as I believe long term investors would avail themselves to such info when available. On the other hand, nay sayers will continue to cast aspersions regardless. It?s a long game but waiting for the day when YZJF could do the secondary listing in SSE.

volvo125      ( Date: 21-Dec-2022 16:33) Posted:

Thanks for linking the article. For the benefits of those bro who have problems digesting the contents in Chinese, I shall attempt to summarise the contents on those areas relevant to YFH.

The company in the news is Far East Smarter Energy Co Ltd, a listco in Shanghai SE with a market cap RMB11.23B, profitable as at FY21 (stock code SHA 600869). FESE core businesses are in AI net, Smart batteries, Intelligence airport &hellip the coy has its own website.

Based on the report, total FESE shares o/s 2.22B, FE Holding group is a major stake owner with 1.0587B FESE shares. FE Holding is not listed.

In the news, FEH reported its redemption of its previously pledged 45.63m FESE shares as collaterals, and then add a new tranche of 45.63m pledged FESE shares as collaterals with maturity of 3 years till end 2025 for fresh loans. These shares are pledged to Jingjiang RuanYuan Micro Finance (JJRY), a subsidiary of YFH.

Previously announced by FEH on 27Sep, FEH also had 56m FESE shares being pledged to JJRY.

On FEH, the coy currently has 246.5mil pledged FESE shares as collaterals maturing within the next 6 months and a further 132.38mil pledged FESE shares as collaterals maturing following the next 6 months.

Note : So JJRY is only one of the lender, and probably a smaller one.

JJRY capitalisation was increased to RMB3B from RMB600m since Mar 2022. JJRY is currently the highest capitalised micro finance coy in Jiangsu Province.

On 28 Apr, RenYL, RenLT and ZhangHF commemorated the listing of YFH. RenYL commented that as the Chinese government is opening up the policy to allow foreign listed Chinese invested coy to make use of Depository Receipts (DR) to seek secondary listing in A Shares (in Shanghai SE), YFH listing is a milestone to prepare YFH to seek secondary listing in SSE so as to also allow the Chinese people in China to share the monetary gains (dividends) from the growth and success of YFH stable business provides.

As of 2022, based on Hurun Ranking (hurun.net) of the riches in the world, RenYL/RenLT was ranked 3207 position with a wealth of RMB6.3B.
 

YibaoI      ( Date: 21-Dec-2022 00:48) Posted:

A interesting read regards to china investment for yzjfh to share
https://www.imarine.cn/news/758178.html


 


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volvo125
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21-Dec-2022 16:33     
 
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 Alert Admin 		Thanks for linking the article. For the benefits of those bro who have problems digesting the contents in Chinese, I shall attempt to summarise the contents on those areas relevant to YFH.

The company in the news is Far East Smarter Energy Co Ltd, a listco in Shanghai SE with a market cap RMB11.23B, profitable as at FY21 (stock code SHA 600869). FESE core businesses are in AI net, Smart batteries, Intelligence airport &hellip the coy has its own website.

Based on the report, total FESE shares o/s 2.22B, FE Holding group is a major stake owner with 1.0587B FESE shares. FE Holding is not listed.

In the news, FEH reported its redemption of its previously pledged 45.63m FESE shares as collaterals, and then add a new tranche of 45.63m pledged FESE shares as collaterals with maturity of 3 years till end 2025 for fresh loans. These shares are pledged to Jingjiang RuanYuan Micro Finance (JJRY), a subsidiary of YFH.

Previously announced by FEH on 27Sep, FEH also had 56m FESE shares being pledged to JJRY.

On FEH, the coy currently has 246.5mil pledged FESE shares as collaterals maturing within the next 6 months and a further 132.38mil pledged FESE shares as collaterals maturing following the next 6 months.

Note : So JJRY is only one of the lender, and probably a smaller one.

JJRY capitalisation was increased to RMB3B from RMB600m since Mar 2022. JJRY is currently the highest capitalised micro finance coy in Jiangsu Province.

On 28 Apr, RenYL, RenLT and ZhangHF commemorated the listing of YFH. RenYL commented that as the Chinese government is opening up the policy to allow foreign listed Chinese invested coy to make use of Depository Receipts (DR) to seek secondary listing in A Shares (in Shanghai SE), YFH listing is a milestone to prepare YFH to seek secondary listing in SSE so as to also allow the Chinese people in China to share the monetary gains (dividends) from the growth and success of YFH stable business provides.

As of 2022, based on Hurun Ranking (hurun.net) of the riches in the world, RenYL/RenLT was ranked 3207 position with a wealth of RMB6.3B.
 

YibaoI      ( Date: 21-Dec-2022 00:48) Posted:

A interesting read regards to china investment for yzjfh to share
https://www.imarine.cn/news/758178.html


 

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Amateurinvestor
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21-Dec-2022 14:09     
 
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 Alert Admin 		34.5 - 35 - 34-5 - 35 - 34.5 the cha cha continues
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HVRRVH
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21-Dec-2022 13:29     
 
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 Alert Admin 		My gosh, lending money to a company that have 10000 employees with annunal reveneue of RMB 50B?! 
Lending money and the borrower had to pledge the shares for the loan, i.e., this is somewhat a ' secured' loan. 
YZJF so clever meh? And more shocking, you mean their business is real?! /s

YibaoI      ( Date: 21-Dec-2022 00:48) Posted:

A interesting read regards to china investment for yzjfh to share
https://www.imarine.cn/news/758178.html


 

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YibaoI
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21-Dec-2022 00:48     
 
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 Alert Admin 		A interesting read regards to china investment for yzjfh to share
https://www.imarine.cn/news/758178.html


 
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soeteono
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20-Dec-2022 15:53     
 
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 Alert Admin 		Building 0.345/0.35 a solid base , seems unbrakable
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pasttime
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20-Dec-2022 07:47     
 
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Yells: "gold silver are real money. not others iou."
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 Alert Admin 		holidays season. best time to pick quality, under value stock without those fund managers buying to drive price up. later then sell to them when they come back from holidays.
 
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Amateurinvestor
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20-Dec-2022 05:50     
 
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 Alert Admin 		YZJFH must start moving now before this holiday break once come Christmas all stocks will have sideways movement as all the big boys on holiday
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sgng123
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19-Dec-2022 21:50     
 
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 Alert Admin 		The evidence is very obvious, once yzj shipping separate from DI. The stock price recovered to regional peer valuation 1.7x NTA. International investors hate China based DI like craze due to US-China rivary, short until valuation reached cash value.
Stripped down YZJFH valuation to bare bone, DI and PE asset look invisible to them. Once the rivary eased down next year, YZJFH would recover currently a lot of anti china rhetoric politically motivated.
Future valuation would be 50% of NTA as asset get transfer to sg. AUM most likely would go up a lot next year due to PE gain in china stock market on china reopen but too bad market ignoring all this.
That why no china based IPO in sg for a few year, they go America or HK for higher valuation.
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Jandec
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19-Dec-2022 19:05     
 
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 Alert Admin 		Didn' t look closely at the DI - any information on this?
I just see a close correlation of YZH fin holdings stock price with SSE. Traders probably punting based on the trend in China, I thought it' s not to do with the individual stock. As all china stocks get bashed.Owing to this moron who closed up economy and now is super quiet after his zero Covid came crashing down.

sgng123      ( Date: 19-Dec-2022 12:45) Posted:

Currently YZJFH valued by market at cash value $1.25b, ignoring rest of asset $3b in DI and PE.
stuck at 0.33-0.35 range. Next year when DI get reduced to 30% of total asset, $1.2b would be free up
Most likely YZJFH would be revalued again, assuming no big write down on real estate DI.
Might see growth in PE fund as china stock market enjoy COVID reopening surge.
Anyway this year would be stuck in range till positive company news pop
Market makers unwilling to push up, only flushing out weak investors.
just enjoy the dividend hopefully YZJFH decide to distribute all the income from DI to compensate for poor stock price.
Can get 0.03-0.035 appro 10% yield current stock price.
lastly YZJFH really need to cancel treasury stocks to artificially prop up stock financial ratio. And follow by second batch of SSB when current batch hit cap mandate.
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sgng123
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19-Dec-2022 12:45     
 
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 Alert Admin 		Currently YZJFH valued by market at cash value $1.25b, ignoring rest of asset $3b in DI and PE.
stuck at 0.33-0.35 range. Next year when DI get reduced to 30% of total asset, $1.2b would be free up
Most likely YZJFH would be revalued again, assuming no big write down on real estate DI.
Might see growth in PE fund as china stock market enjoy COVID reopening surge.
Anyway this year would be stuck in range till positive company news pop
Market makers unwilling to push up, only flushing out weak investors.
just enjoy the dividend hopefully YZJFH decide to distribute all the income from DI to compensate for poor stock price.
Can get 0.03-0.035 appro 10% yield current stock price.
lastly YZJFH really need to cancel treasury stocks to artificially prop up stock financial ratio. And follow by second batch of SSB when current batch hit cap mandate.
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ss2017.
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18-Dec-2022 16:15     
 
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 Alert Admin 		Year end closing time, I wish to see YZJFH settle at 38c.
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ss2017.
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17-Dec-2022 14:14     
 
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 Alert Admin 		Yes. The law of attraction suggests in time to come YZJFH would recover to its original listing price 69c then move up further to NVA price, 1.08. SWS even suggests 1.15.

We have time, holding cost is not an issue. Holding power is the name of the game. Wait for dividend announcement.

stonkmaster      ( Date: 17-Dec-2022 13:40) Posted:

Yup dumb money like me can do nothing except wait and wait. Just wait and go enjoy life no need everyday monitor.

ss2017.      ( Date: 17-Dec-2022 12:54) Posted:

Smart ones will run first, slow ones stay behind, like watching world cup, fun
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stonkmaster
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17-Dec-2022 13:40     
 
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 Alert Admin 		Yup dumb money like me can do nothing except wait and wait. Just wait and go enjoy life no need everyday monitor.

ss2017.      ( Date: 17-Dec-2022 12:54) Posted:

Smart ones will run first, slow ones stay behind, like watching world cup, fun.

stonkmaster      ( Date: 17-Dec-2022 12:16) Posted:

Shiok. Longist like me can go shake leg without doing anything and watch shortist fight
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ss2017.
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17-Dec-2022 12:54     
 
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 Alert Admin 		Smart ones will run first, slow ones stay behind, like watching world cup, fun.

stonkmaster      ( Date: 17-Dec-2022 12:16) Posted:

Shiok. Longist like me can go shake leg without doing anything and watch shortist fight.

pasttime      ( Date: 17-Dec-2022 08:26) Posted:

bul bear fight yesterday continues. was especially brutal at closing. can see bull add and bear continue to add to block the up. after close bull managed to get some bear fur. 
traded value for whole market was good at 1.6b. 

hope next week bull can continue to work up 0.5 cents.
bear should be planning a retreat as we come nearer to 1st financial year reporting after listing.
hope bear can cover safely and turn bull.
still hoping for at least 2 cents dividend.
us market now start to talk about recession after fed said they are done with aggressive interest rate up but continue interest up to till 5+% to move inflation to their desire range. sure they have to say that or usd index will drop. a money flow away from usd is not good for their bond auctions as they need money  pay those maturing bond and cover budget spend.
oil price is down as 5 dec $60 max oil price for russia source start and no cause immediate shortage.
it will be interesting to see a reduction in millions of barrels per day go as china open up from covid-19 lock down.
ev cars. more ice manufacturers are producing ev models. gm will have many new models in 2023. ev road is more crowded now. gm car owner will still prefer to buy back gm model not tesla. the days of fast grow of new ev car brand may be gone. 
electrical grid is going to be a problem and power plant capacity.  solar, wind and other clean electricity source need money and time to build.  copper will be higher demand as more ev car will need more copper wire. building of additional grid will also increased copper demand. china open up will also increased demand. expect copper price up as quite sure event just when.
have a good weekend all.
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