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ss2017. Supreme	12-Dec-2022 16:45        ss2017. About Contact  Quote this Post!
x 0   x 1  Alert Admin	我 看 下 星 期 就 会 起 飞 。
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ss2017. Supreme	12-Dec-2022 16:37        ss2017. About Contact  Quote this Post!
x 0   x 1  Alert Admin	有 些 人 输 钱 输 到 走 电 。 所 以 少 与 他 们 来 电 。 ss2017.      ( Date: 12-Dec-2022 16:23) Posted: 重 要 的 資 迅 ， 我 们 用 中 文 吧 。 soeteono      ( Date: 12-Dec-2022 16:13) Posted: Many just come to to CKLPS
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ss2017. Supreme	12-Dec-2022 16:23        ss2017. About Contact  Quote this Post!
x 0   x 1  Alert Admin	重 要 的 資 迅 ， 我 们 用 中 文 吧 。 soeteono      ( Date: 12-Dec-2022 16:13) Posted: Many just come to to CKLPS unclebond      ( Date: 12-Dec-2022 16:11) Posted: 空 谈 ,空 谈   ,  空 谈 .  真 的 是 浪 费 时 间 。
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soeteono Senior	12-Dec-2022 16:13        soeteono About Contact  Quote this Post!
x 0   x 0  Alert Admin	Many just come to to CKLPS unclebond      ( Date: 12-Dec-2022 16:11) Posted: 空 谈 ,空 谈   ,  空 谈 .  真 的 是 浪 费 时 间 。 ss2017.      ( Date: 12-Dec-2022 16:09) Posted: 对 。 守 住 。 很 多 人 在 這 里 不 买 也 不 卖 ， 空 谈 。 真 的 是 浪 费 时 间 。
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unclebond Master	12-Dec-2022 16:11        unclebond About Contact  Quote this Post!
x 0   x 0  Alert Admin	空 谈 ,空 谈   ,  空 谈 .  真 的 是 浪 费 时 间 。 ss2017.      ( Date: 12-Dec-2022 16:09) Posted: 对 。 守 住 。 很 多 人 在 這 里 不 买 也 不 卖 ， 空 谈 。 真 的 是 浪 费 时 间 。 arkan1111      ( Date: 12-Dec-2022 12:59) Posted: 在 经 历 了 艰 难 的 一 年 之 后 ， 中 国 股 市 将 在 2022年 以 大 幅 反 弹 结 尾
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ss2017. Supreme	12-Dec-2022 16:09        ss2017. About Contact  Quote this Post!
x 1   x 1  Alert Admin	对 。 守 住 。 很 多 人 在 這 里 不 买 也 不 卖 ， 空 谈 。 真 的 是 浪 费 时 间 。 arkan1111      ( Date: 12-Dec-2022 12:59) Posted: 在 经 历 了 艰 难 的 一 年 之 后 ， 中 国 股 市 将 在 2022年 以 大 幅 反 弹 结 尾
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pasttime Supreme	12-Dec-2022 15:35        pasttime About Contact  Quote this Post!   Yells: "gold silver are real money. not others iou."
x 1   x 1  Alert Admin	i can feel your frustration not able to move the price in direction of your choice. history i know some as well. if singtel not good example then look at grab. grab is now low price, their bank effort will work later and if they spin off the food delivery business, shareholders will make a pile. temasek is a shareholders. you give credit for that? or you think you can do better? many more example. their yearly asset growth also display their abilities. yzjfh is still early day. investing now is like taking a wager on their abilities on their future. the share price not likely to move. market maker just make the spread. they have no preference on direction. all depends on the maket. more buyer price go up. no buyer price go down. price range will move until there are transactions.  if you no like this price and want up can buy it up. or sell it down if you think it is too high. shorts in the latest mas publish data shows they increased the number of open shorts slightly. but price only move down a bit. cannot cover their shorts, cannot force price down. catch-22 isn' t it. tpohwashere      ( Date: 12-Dec-2022 12:29) Posted: The shares were from converting a government entity to current public company.   And they continue to hold them as these are GLCs of critical national infrastructure.  Says nothing about the investing acument of Temasek and GIC.  Know your history else you sound really dumb.  pasttime      ( Date: 11-Dec-2022 20:32) Posted: people all over the place keep hammer temasek for losses on ftx. but anyone who is in crypto will know that ftx when it is ok is like a very credible exchange.  but really temasek exposure is also not big. number is big to us becuase most thing with temasek is big. for example dividend. temasek owns 8677999863 shares of singtel. current calender year temasek received $0.119 dividend per share. ie they received 1b+ in dividend.  so the talk about 1 ftx lost so many millions  is more then covered by the dividend received from 1 stock. not to mentioned dividend from other stock. also the current controlling  management is going asset light type of investment, like what we see in capitaland group. these create a lot of meat for temasek, the market also like the listed company less the meat. company of their size holds a lot of asset and received a lot of money even if they just employ a clerk to manage it. tm employ top of the cream and pay top $ for these people. i think they have also deliver in many many other investment. don' t just look at failed event. look at alibaba, boc etc all these has return more then 1x profit. i ahve respect for temasek and gic people. jsut that these are a bit expensive. hope they deliver more then their cost.
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arkan1111 Veteran	12-Dec-2022 12:59        arkan1111 About Contact  Quote this Post!
x 0   x 1  Alert Admin	在 经 历 了 艰 难 的 一 年 之 后 ， 中 国 股 市 将 在 2022年 以 大 幅 反 弹 结 尾
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arkan1111 Veteran	12-Dec-2022 12:58        arkan1111 About Contact  Quote this Post!
x 0   x 1  Alert Admin	外 媒 的 一 项 最 新 调 查 显 示 ， 全 球 顶 级 基 金 经 理 大 多 看 好 2023年 的 中 国 股 市 ， 预 计 随 着 中 国 疫 情 防 控 措 施 进 一 步 优 化 ， 股 市 可 能 会 持 续 上 涨 。 Keep for your future, must keep dont sell
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tpohwashere Veteran	12-Dec-2022 12:29        tpohwashere About Contact  Quote this Post!
x 1   x 0  Alert Admin	The shares were from converting a government entity to current public company.   And they continue to hold them as these are GLCs of critical national infrastructure.  Says nothing about the investing acument of Temasek and GIC.  Know your history else you sound really dumb.  pasttime      ( Date: 11-Dec-2022 20:32) Posted: people all over the place keep hammer temasek for losses on ftx. but anyone who is in crypto will know that ftx when it is ok is like a very credible exchange.  but really temasek exposure is also not big. number is big to us becuase most thing with temasek is big. for example dividend. temasek owns 8677999863 shares of singtel. current calender year temasek received $0.119 dividend per share. ie they received 1b+ in dividend.  so the talk about 1 ftx lost so many millions  is more then covered by the dividend received from 1 stock. not to mentioned dividend from other stock. also the current controlling  management is going asset light type of investment, like what we see in capitaland group. these create a lot of meat for temasek, the market also like the listed company less the meat. company of their size holds a lot of asset and received a lot of money even if they just employ a clerk to manage it. tm employ top of the cream and pay top $ for these people. i think they have also deliver in many many other investment. don' t just look at failed event. look at alibaba, boc etc all these has return more then 1x profit. i ahve respect for temasek and gic people. jsut that these are a bit expensive. hope they deliver more then their cost.
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tpohwashere Veteran	12-Dec-2022 12:11        tpohwashere About Contact  Quote this Post!
x 1   x 1  Alert Admin	That' s proper minimum due diligence when you investing hundreds of $m. Of cos, you deluded people here won' t know much about such basic risk management.  ' That' s also why you don' t think it' s a big issue when FH reported over $750m of NPL   Was there a warning from last quarterly report?   No. So either FH chose to hide the issue or their risk control is so bad, they didn' t know. Either way, it shows that it' s a junk company.  GoldenPig      ( Date: 11-Dec-2022 23:55) Posted: Wow! You mean you actually write to each company when you plan to buy its shares and ask them to first show proof they have a proper accounting department? Hats off to you. GoodLearner      ( Date: 11-Dec-2022 22:57) Posted: https://markets.businessinsider.com/news/currencies/ftx-bankruptcy-alameda-research-no-accounting-department-sam-bankman-fried-2022-11 I would never put my fund in a company without any accounting department
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sgng123 Supreme	12-Dec-2022 01:11        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	It the market makers that selling down through shorting with borrowed stock. Time span is unlimited as long they can keep up paying the investors who loan them stock. But again when it time to return stock, there Gona be big rush to buy in. Market makers usually in market to correctly price stock with respect to future risk. When they feel YZJFH done enough, they would restore YZJFH to proper valuation. interest rate globally for all kind of financial products going up massively in 2023 due to higher fed rate. It a miracle global markets did not crash in Oct2023 and everyone eat dirt. $730+m real estate DI most likely be rolled over with higher renewed interest rate, with china bank providing liquidity real estate no problem in keeping up with debt interest payment over next few years. Enjoy the dividend from china banks for a few years. Anyway DI would be reduced to 30% in 2023, freeing up another$1+b cash to be transfer to sg. soeteono      ( Date: 11-Dec-2022 16:20) Posted: Because the SBB could not absorb those who wanted to get out , maybe more than 19 % wants to get out ? tch77_pt75      ( Date: 11-Dec-2022 15:13) Posted: I agree. The Eastern fund manager needs to learn from Western fund manager. The sell down force is too strong for Ren and his management team despite SBB. It has been a downward trend since launched, which is beyond what Ren and his management team capability
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GoldenPig Veteran	11-Dec-2022 23:55        GoldenPig About Contact  Quote this Post!
x 0   x 2  Alert Admin	Wow! You mean you actually write to each company when you plan to buy its shares and ask them to first show proof they have a proper accounting department? Hats off to you. GoodLearner      ( Date: 11-Dec-2022 22:57) Posted: https://markets.businessinsider.com/news/currencies/ftx-bankruptcy-alameda-research-no-accounting-department-sam-bankman-fried-2022-11 I would never put my fund in a company without any accounting department
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GoodLearner Senior	11-Dec-2022 22:57        GoodLearner About Contact  Quote this Post!
x 0   x 0  Alert Admin	https://markets.businessinsider.com/news/currencies/ftx-bankruptcy-alameda-research-no-accounting-department-sam-bankman-fried-2022-11 I would never put my fund in a company without any accounting department
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GoldenPig Veteran	11-Dec-2022 20:54        GoldenPig About Contact  Quote this Post!
x 0   x 1  Alert Admin	Agree. If any fund manager claims it has never lost money on any investment, I will run far away from it. It is the overall portfolio returns in the long term that matters. So how fundmanagers assess and limit risk of each investment to the overall portfolio is important. The FTX loss is big to retail investors, but it is a tiny percentage of the Temasek portfolio. pasttime      ( Date: 11-Dec-2022 20:32) Posted: people all over the place keep hammer temasek for losses on ftx. but anyone who is in crypto will know that ftx when it is ok is like a very credible exchange.  but really temasek exposure is also not big. number is big to us becuase most thing with temasek is big. for example dividend. temasek owns 8677999863 shares of singtel. current calender year temasek received $0.119 dividend per share. ie they received 1b+ in dividend.  so the talk about 1 ftx lost so many millions  is more then covered by the dividend received from 1 stock. not to mentioned dividend from other stock. also the current controlling  management is going asset light type of investment, like what we see in capitaland group. these create a lot of meat for temasek, the market also like the listed company less the meat. company of their size holds a lot of asset and received a lot of money even if they just employ a clerk to manage it. tm employ top of the cream and pay top $ for these people. i think they have also deliver in many many other investment. don' t just look at failed event. look at alibaba, boc etc all these has return more then 1x profit. i ahve respect for temasek and gic people. jsut that these are a bit expensive. hope they deliver more then their cost.
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pasttime Supreme	11-Dec-2022 20:32        pasttime About Contact  Quote this Post!   Yells: "gold silver are real money. not others iou."
x 0   x 1  Alert Admin	people all over the place keep hammer temasek for losses on ftx. but anyone who is in crypto will know that ftx when it is ok is like a very credible exchange.  but really temasek exposure is also not big. number is big to us becuase most thing with temasek is big. for example dividend. temasek owns 8677999863 shares of singtel. current calender year temasek received $0.119 dividend per share. ie they received 1b+ in dividend.  so the talk about 1 ftx lost so many millions  is more then covered by the dividend received from 1 stock. not to mentioned dividend from other stock. also the current controlling  management is going asset light type of investment, like what we see in capitaland group. these create a lot of meat for temasek, the market also like the listed company less the meat. company of their size holds a lot of asset and received a lot of money even if they just employ a clerk to manage it. tm employ top of the cream and pay top $ for these people. i think they have also deliver in many many other investment. don' t just look at failed event. look at alibaba, boc etc all these has return more then 1x profit. i ahve respect for temasek and gic people. jsut that these are a bit expensive. hope they deliver more then their cost.
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tch77_pt75 Veteran	11-Dec-2022 19:47        tch77_pt75 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Let the share price tell the story. As of to-date, the share price which is a gauge of company potential in the future is bleak? lol tpohwashere      ( Date: 11-Dec-2022 19:32) Posted: ROFL!!! Hey Volvo, now you are wondering why FH can hold it' s price at 33 cents? May I remind you of your " pump it to the sky message" ..... " YFH value = 1.08 + 3.7 = $4.78 per share" You have so much confidence in all the big names.   Err ... Temasek and GIC are filled with all the big names and yet burnt over $200m on FTX?   There' s a whole list of failures before FTX. Point is - don' t get deluded by brand names.   I know personally a lot of " senior investment advisers" in GIC, all semi-retired with decades of experience .... and a lot of them are clueless.   volvo125      ( Date: 11-Dec-2022 01:16) Posted: I believe the key reason why YFH can still hold its price at ~0.33 inspite of the abrupt sharp increase of NPL to 30% and also in the absence of SBB is due to its CASH value. Cash & Yield products has been quoted as 27.6% of YFH Total portfolio. Note, it is Total Portfolio (AUM) at $4323m, not Nav at $4089m. Yield products are almost Cash equivalent, so the Total Cash and Cash equivalent in YFH balance sheet at 27.6% can be translated to $1193m, which at the latest 3691m o/s, is valued at 0.323 per share.  The 30% NPL is YFH own asset so even if in the super worst doomsday scenario where the entire $762m ought to be written off and all the collaterals are also somehow worthless, YFH Net Asset and AUM will delcine by $762m accordingly, which will certainly affect its future income streams, and in turn its valuation (which is not relevant because YFH is already heavily discounted from its intrinsic value),  BUT the Cash in the balance sheet will still remain intact as $1193m. Somehow, the market (the Big Boys) have " conspired" to discount YFH to just its Cash Value, ignoring all its other income generating assets for god knows the reasons. Now, some people may still go on to question is this $1193m REAL ?  The Audit and Risk Committee team is headed by Chua (Ex Snr Dir MAS), with Chew (Ex Snr Managing Dir SGX), and Yee (Chairman of a Law firm). These men are high profile veterans with strong reputations in the financial regulatory, asset management and legal sectors. So unless you are questioning the integrity, morale bearing, intellectual ability and the combined wealth of experiences of these 3 men, there is really no need to question the authenticity of the financial statement or this $1193m Cash holding. And in case IF you still do, then you should really sell away the stock and move on to one that you think you can trust its financials.
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tpohwashere Veteran	11-Dec-2022 19:32        tpohwashere About Contact  Quote this Post!
x 1   x 0  Alert Admin	ROFL!!! Hey Volvo, now you are wondering why FH can hold it' s price at 33 cents? May I remind you of your " pump it to the sky message" ..... " YFH value = 1.08 + 3.7 = $4.78 per share" You have so much confidence in all the big names.   Err ... Temasek and GIC are filled with all the big names and yet burnt over $200m on FTX?   There' s a whole list of failures before FTX. Point is - don' t get deluded by brand names.   I know personally a lot of " senior investment advisers" in GIC, all semi-retired with decades of experience .... and a lot of them are clueless.   volvo125      ( Date: 11-Dec-2022 01:16) Posted: I believe the key reason why YFH can still hold its price at ~0.33 inspite of the abrupt sharp increase of NPL to 30% and also in the absence of SBB is due to its CASH value. Cash & Yield products has been quoted as 27.6% of YFH Total portfolio. Note, it is Total Portfolio (AUM) at $4323m, not Nav at $4089m. Yield products are almost Cash equivalent, so the Total Cash and Cash equivalent in YFH balance sheet at 27.6% can be translated to $1193m, which at the latest 3691m o/s, is valued at 0.323 per share.  The 30% NPL is YFH own asset so even if in the super worst doomsday scenario where the entire $762m ought to be written off and all the collaterals are also somehow worthless, YFH Net Asset and AUM will delcine by $762m accordingly, which will certainly affect its future income streams, and in turn its valuation (which is not relevant because YFH is already heavily discounted from its intrinsic value),  BUT the Cash in the balance sheet will still remain intact as $1193m. Somehow, the market (the Big Boys) have " conspired" to discount YFH to just its Cash Value, ignoring all its other income generating assets for god knows the reasons. Now, some people may still go on to question is this $1193m REAL ?  The Audit and Risk Committee team is headed by Chua (Ex Snr Dir MAS), with Chew (Ex Snr Managing Dir SGX), and Yee (Chairman of a Law firm). These men are high profile veterans with strong reputations in the financial regulatory, asset management and legal sectors. So unless you are questioning the integrity, morale bearing, intellectual ability and the combined wealth of experiences of these 3 men, there is really no need to question the authenticity of the financial statement or this $1193m Cash holding. And in case IF you still do, then you should really sell away the stock and move on to one that you think you can trust its financials.
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GoldenPig Veteran	11-Dec-2022 17:22        GoldenPig About Contact  Quote this Post!
x 0   x 1  Alert Admin	If we believe that YZJFH can establish itself and reach its target returns of 8-10% of NAV, if not in the first 3 years, then in the first 5 years, the dividend yield in 3-5 years will be at least 10% based on current share price of ~0.33. The share price by then may be 2-3 times of current price. Even if the share price is still suppressed at that time, investors who buy in now will be enjoying 10+% dividend yield based on current price. They are unlikely to sell and slaughter the goose that lays golden eggs every year. This is my experience with Venture and UMS. They are now giving me 10+% dividend yields based on my entry prices and their share prices now during this bear market are 2.5 times of my initial investments. I expect the dividend yields on historical costs to keep increasing. My only regret is not buying more of them during the years when their prices were still depressed.  I believe YZJFH will be another Venture or UMS for me. The currently depressed price is a window of opportunity to accumulate. I just added a batch at 0.335 a few days ago. I will not be unhappy if prices drop further and hit new lows. My average holding cost is already at a big discount to NAV and gives a nice low base for future dividend yields. New price lows will allow me to add and further reduce my average cost. volvo125      ( Date: 11-Dec-2022 01:16) Posted: I believe the key reason why YFH can still hold its price at ~0.33 inspite of the abrupt sharp increase of NPL to 30% and also in the absence of SBB is due to its CASH value. Cash & Yield products has been quoted as 27.6% of YFH Total portfolio. Note, it is Total Portfolio (AUM) at $4323m, not Nav at $4089m. Yield products are almost Cash equivalent, so the Total Cash and Cash equivalent in YFH balance sheet at 27.6% can be translated to $1193m, which at the latest 3691m o/s, is valued at 0.323 per share.  The 30% NPL is YFH own asset so even if in the super worst doomsday scenario where the entire $762m ought to be written off and all the collaterals are also somehow worthless, YFH Net Asset and AUM will delcine by $762m accordingly, which will certainly affect its future income streams, and in turn its valuation (which is not relevant because YFH is already heavily discounted from its intrinsic value),  BUT the Cash in the balance sheet will still remain intact as $1193m. Somehow, the market (the Big Boys) have " conspired" to discount YFH to just its Cash Value, ignoring all its other income generating assets for god knows the reasons. Now, some people may still go on to question is this $1193m REAL ?  The Audit and Risk Committee team is headed by Chua (Ex Snr Dir MAS), with Chew (Ex Snr Managing Dir SGX), and Yee (Chairman of a Law firm). These men are high profile veterans with strong reputations in the financial regulatory, asset management and legal sectors. So unless you are questioning the integrity, morale bearing, intellectual ability and the combined wealth of experiences of these 3 men, there is really no need to question the authenticity of the financial statement or this $1193m Cash holding. And in case IF you still do, then you should really sell away the stock and move on to one that you think you can trust its financials.
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soeteono Senior	11-Dec-2022 16:20        soeteono About Contact  Quote this Post!
x 0   x 0  Alert Admin	Because the SBB could not absorb those who wanted to get out , maybe more than 19 % wants to get out ? tch77_pt75      ( Date: 11-Dec-2022 15:13) Posted: I agree. The Eastern fund manager needs to learn from Western fund manager. The sell down force is too strong for Ren and his management team despite SBB. It has been a downward trend since launched, which is beyond what Ren and his management team capability. sgng123      ( Date: 09-Dec-2022 09:34) Posted: Hopefully they restart SSB soon or still got news coming later. Guessing the next news to drop would be the cancellation of treasury stock, most likely would help stock to rebound as it point strongly to second SSB in 2023 and all financial ratio get artificially boosted on lesser stocks. That how dow bull market for 10years lol, SSB and stock cancellation dilute retail and strengthen owner. YZJFH SSB fail to stabilise stock as it did not get cancel. Spending 99mil to buy back 6.6% and share price cut in half lol. China businessmen need to learn from an moh how to play global market.
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