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sgng123 Supreme	11-Dec-2022 15:44        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Just cancel the treasury stocks and market would adjust. Chinese businessmen akway had cheap skate mentality, alway wanna buy cheap. SSB should be alway buy at seller price and ckean out them not trying to bid low at buyer q American bussiness very smart they buy in dove and destroy ant short selling q lol, don care buy everything meta lol.
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tch77_pt75 Veteran	11-Dec-2022 15:13        tch77_pt75 About Contact  Quote this Post!
x 0   x 0  Alert Admin	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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spanky Member	11-Dec-2022 11:33        spanky About Contact  Quote this Post!
x 0   x 0  Alert Admin	Update is out, China is calibrating Covid policy. Let Mr Market do the adjustment.
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ss2017. Supreme	11-Dec-2022 10:59        ss2017. About Contact  Quote this Post!
x 0   x 1  Alert Admin	Agree. Price has been stabilised. Cash value is around 50. ( Low 30, high 70). Be patient if want to hold. 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 10:44        soeteono About Contact  Quote this Post!
x 0   x 0  Alert Admin	Can only wait for big buyers to return
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ruanlai Elite	11-Dec-2022 10:35        ruanlai About Contact  Quote this Post! Style: Fundamental   Mood:
x 0   x 0  Alert Admin	TH will be scoping anytime, low price low risk high return are all in favour for TH to invest big time. DYODD
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vicloo Supreme	11-Dec-2022 08:18        vicloo About Contact  Quote this Post!
x 0   x 0  Alert Admin	Agree, SBB can't do much. We need strong business results and FAT dividend to attract investors in. volvo125      ( Date: 11-Dec-2022 01:21) Posted: Yes ... you are right. SBB will enhance the Nav of the share BUT it is still Mr Market (or the Big Boys) that collectively and ultimately decide the price should go up or otherwise ...  Panda8      ( Date: 11-Dec-2022 00:52) Posted: SBB don' t help to push up the price. This happen to many counters.  For those who get the shares through spin off, I noticed some of them sold SB and convert to FH. They  may think that with lower values the return is higher in percentage. But some time it is not the case. Low can be lower (FH), high can be higher (SB) depending on what they want to push.
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volvo125 Master	11-Dec-2022 01:21        volvo125 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yes ... you are right. SBB will enhance the Nav of the share BUT it is still Mr Market (or the Big Boys) that collectively and ultimately decide the price should go up or otherwise ...  Panda8      ( Date: 11-Dec-2022 00:52) Posted: SBB don' t help to push up the price. This happen to many counters.  For those who get the shares through spin off, I noticed some of them sold SB and convert to FH. They  may think that with lower values the return is higher in percentage. But some time it is not the case. Low can be lower (FH), high can be higher (SB) depending on what they want to push.
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volvo125 Master	11-Dec-2022 01:16        volvo125 About Contact  Quote this Post!
x 4   x 0  Alert Admin	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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Panda8 Veteran	11-Dec-2022 01:00        Panda8 About Contact  Quote this Post!
x 0   x 0  Alert Admin	use your small little brain to think. Which market is not driven by market maker? Take YZJFH as example, today they put up 33/33.5, tomorrow they can also put up 35/35.5 with millions of of buying and seller, you can clear them by buying up their sell Q and sold them their buy Q? If you think only happent to SGX, then you are wrong. Take NIO as example, they can push up NIO from USD from USD 10 to USD 60 within few months and dump it downt o USD 10 again within few months.    sgng123      ( Date: 10-Dec-2022 10:03) Posted: Trade is suicide in SGX, stock price all controlled by market maker. Only way to win is invest and forget till TP reached. Days gone where u can make good money in short period of time. Market makers got big data to know who trading up or down then just play them out. But extended period of no SSB after Mon business update is weird, SSB start after aug 1h result out.
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Panda8 Veteran	11-Dec-2022 00:52        Panda8 About Contact  Quote this Post!
x 0   x 0  Alert Admin	SBB don' t help to push up the price. This happen to many counters.  For those who get the shares through spin off, I noticed some of them sold SB and convert to FH. They  may think that with lower values the return is higher in percentage. But some time it is not the case. Low can be lower (FH), high can be higher (SB) depending on what they want to push.
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HVRRVH Elite	10-Dec-2022 19:07        HVRRVH About Contact  Quote this Post!
x 3   x 0  Alert Admin	If people have YZJF via YZJS' spinoff, then ok what? With YZJS share price at its current level, YZJF shares are as good as free, no? Why the sentiment is that everyone is losing patience? Some wants SBB to continue but SBB shouldn' t be indiscriminate too. It' s better to have a strategy, for eg, right now, without SBB, the share price is at the same level as previous fierce SBB. So, no SBB at current time should not be an issue. Some wants Chairman to buy in personal capacity and claimed that he failed to keep his promise. Hello, he said if 10% cap is met then he will buy in personal capacity ok, now not yet. Some still say no dividend, wah, facepalm. The dividend will declare at the end of year results ok. Touching on dividend, thanks to you know who, they have came up with a rough estimate. If the estimation is spot on or close enough, then dividend yield is at least 6%? Not bad right? If they keep paying 6%, soon enough the yield will be compressed to around 4%, then you go and work out what is the share price then. Especially if they increase the payout along the way. So people, be patient, unless you scare really no dividend at the end of the year, then you should liquidate immediately and channel your attention elsewhere. No point perpetual negativity or ' attacking' the counter.
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unclebond Master	10-Dec-2022 15:09        unclebond About Contact  Quote this Post!
x 0   x 0  Alert Admin	YZJFH is definitely controlled by market maker. Better not to commit at current level.  sgng123      ( Date: 10-Dec-2022 10:03) Posted: Trade is suicide in SGX, stock price all controlled by market maker. Only way to win is invest and forget till TP reached. Days gone where u can make good money in short period of time. Market makers got big data to know who trading up or down then just play them out. But extended period of no SSB after Mon business update is weird, SSB start after aug 1h result out.
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sgng123 Supreme	10-Dec-2022 10:03        sgng123 About Contact  Quote this Post!
x 1   x 0  Alert Admin	Trade is suicide in SGX, stock price all controlled by market maker. Only way to win is invest and forget till TP reached. Days gone where u can make good money in short period of time. Market makers got big data to know who trading up or down then just play them out. But extended period of no SSB after Mon business update is weird, SSB start after aug 1h result out.
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pasttime Supreme	10-Dec-2022 06:59        pasttime About Contact  Quote this Post!   Yells: "gold silver are real money. not others iou."
x 0   x 0  Alert Admin	market wager got win got loose.  this stock has only been listed for a few months not a few years. the true colour still unknown. when the boss say he will buy after buy back is used up. cannot say he not true as buy back still has a lot not yet done before the limit. with each day of no buy back, the average number of shares that can buy back is increasing before they hit limit. that become a potential force against shorts. unuse bullets are more useful then use one. just be patient, let the shorts cover and those who want to accumulate do their job then the share price will float up. short term traders, up to your skill,  range now is 33 to 36.  market maker continue their buy/sell bid, the spread is very profitable. jsut worry no volume. dyodd
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sgng123 Supreme	10-Dec-2022 00:47        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Most likely they used volume weight average price in 2022 to determine the price currently stand at 0.51 from SGX statistic. Heavily penalised china based companies usually delist when the stock price drop too low on NTA. Not to mention YZJFH listed through introduction, might offend fund managers who made living through IPO. Best for YZJFH to either delist or get temasek or GIC to back as cornerstone investor. Transfering 1b and more to invest in sg and get cold shoulder in stock market dom work well. Think the owner Ren YL very pissed, come here to invest and his stock get hammered, not to mention they even bother to get ex temasek/GIC people to run the business here.
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vicloo Supreme	09-Dec-2022 22:09        vicloo About Contact  Quote this Post!
x 0   x 0  Alert Admin	Depends on how much is the delist offer...if 60-70c, yes it will satisfied investors... But if 35-40c, majority will not be happy. sgng123      ( Date: 09-Dec-2022 22:03) Posted: Who know maybe Ren YL might decide to pull the plug and delist from SGX, IPO in homeground HK where YZJFH would get full valuation. Delist at VWAP 0.51 would satisfy both investors and owner .Really SGX sucks for china based companies majority had delist and go back hk to relist. SGX also suck for retail investors too. Maybe that the plan all along, spin off and get shipping div to full valuation then delist financial div at market price. As long u don load in too high, still win if a delist happen. Current stock price very bad for YZJFH to attract investors to invest in it GF/LP fund.
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sgng123 Supreme	09-Dec-2022 22:03        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Who know maybe Ren YL might decide to pull the plug and delist from SGX, IPO in homeground HK where YZJFH would get full valuation. Delist at VWAP 0.51 would satisfy both investors and owner .Really SGX sucks for china based companies majority had delist and go back hk to relist. SGX also suck for retail investors too. Maybe that the plan all along, spin off and get shipping div to full valuation then delist financial div at market price. As long u don load in too high, still win if a delist happen. Current stock price very bad for YZJFH to attract investors to invest in it GF/LP fund.
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ss2017. Supreme	09-Dec-2022 18:50        ss2017. About Contact  Quote this Post!
x 0   x 1  Alert Admin	I think no more SBB after major foregin fund mgrs exited. Because further SBB would invite SS daily. With no further company announcement , mkt may go sideways over next two weeks. Don't expect any big price movement in short term. Let this counter goes for a quiet Christmas with no celebration. Huge NPL provision didn't move the price down which indicated next five years is a high inflation era . In China property should go even hotter , places like Shanghai and Peking will take the lead.
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ichiban Member	09-Dec-2022 17:35        ichiban About Contact  Quote this Post!
x 2   x 1  Alert Admin	x 0 after so much hype from chairman Ren, who said the co is undervalued n he is going in to buy to support the share price even after the sbb mandate is fulfilled.....the share price today reflects what he had said 2 mths ago DID NOT HAPPEN...hollow empty words...HOW TO TRUST. FROM DAY 1, ALL WAS WRONG IN DISTRIBUTING YZFH IN SPECIE TO  YZJS shareholders...INSTEAD OF DOING A IPO where a better gauge of its value by the mkt. IT JUST TUMBLED DOWN DOING A FREE FALL N NEVER RECOVER from day 1..April 28. YZJFH said the co would support the share price if it drops below its NAV pre listing but the mngt had yet the mandate to do a sbb....WHAT BLUR MNGT. SO ALL IN ALL ITS A JUNKIE STOCK......there are many loyal  die hard investors who still have faith MNGT SHOULD WAKE UP N DO SOMETHING POSITIVE...... YOU CAN HAVE ALL THE TOP HONCHOS IN THE BOARD BUT IF NO POSITIVE RESULTS TO  BOOST UP THE SHARE PRICE , IT IS JUST NAME POWER
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