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pkli899 Supreme	16-Jul-2025 21:01        pkli899 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Today highest price was 92.5c. ATH. Although, only closed at 91c, still a breakthrough. Let' s see from now till release of 1st half results, how much more can it go?
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hokpin Supreme	16-Jul-2025 17:09        hokpin About Contact  Quote this Post!
x 0   x 0  Alert Admin	More price action to see, approaching Aug.
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HVRRVH Elite	15-Jul-2025 10:00        HVRRVH About Contact  Quote this Post!
x 1   x 0  Alert Admin	Good projection of timeline. YZJF will become 2 seperate entities after the spin off if it materalised. With current NAV of $1.167, if the 2 entities post spin off does trade above the combined NAV, then the spin off can be said to be successful [if the distribution is 1-1]. Right now, YZJF is facing price resistance at $0.895 and it is likely to overcome this before the release of 1H25 results but it wouldn' t go up too far from here as the market wants to wait and see more detailed information from 1H25 results. Current price is at holding position, it can go up or down depending on 1H25 results and guidance and visibility on profit growth. Hopefully it can trade at a premium to the NAV post 1H25 results if everything go according to old Ren' s plan.  volvo125      ( Date: 14-Jul-2025 01:24) Posted: YSB/YFH 2022 spin off timeline (Reference) 29 Nov 2021 -    (A) 1st announcement on proposed spin off 24 Jan 2022 -        (B) SGX approval of submission (1 month 3 weeks from A) 27 Feb 2022 -      (C) FY21 result release (~1 month from B) 09 Mar 2022 -      (D) Circular release  (~2 weeks from C) 24 Mar 2022 -      (E) ETL (eligible to list) obtained (~2 weeks from D) 24 Apr 2022 -        (F) List (1 month from E) Total time taken from 29 Nov 2021 to 24 Apr 2022 &ndash 4 months 3 weeks   YFH/YMD 2025 spin off probable timeline (Taking YSB/YFH 2022 as reference) 27 Apr 2025 -    (A) 1st announcement on proposed spin-off - Done 02 Jul 2025 -        (B) SGX approval of submission (~2 months 1 week from A) - Done ? Aug 2025 -      (C) FY21 result release (? month from B) ? Aug/Sep 2025 -      (D) Circular release  (? weeks from C) ? Sep/Oct 2025 -      (E) ETL (eligible to list) obtained (~? weeks from D) ? Oct/Nov 2025 -        (F) List (1 month from E) I think the YFH/YMD spin off will complete within a 6~7month timeline by Oct~Nov, baring any unforeseen Black Swarn market shock in the months ahead.   (B) was decisively executed on 2 Jul, after the close of 1H25 on 30 Jun, likely implies that 1H25 result is Good or at least Not Bad to support the ongoing spin off initiative mood. This is my speculation, and I could be wrong, but I think it is a reasonable assumption because a sub-par 1H25 will negatively impact on the spin off valuation appraisal and will almost certain to derail a supposedly intended positive spin off outcome for both the new listed entities. (C) should follow shortly after 1H25 release, with the Circular detailing the new capital structures and revenues/earnings projections for both the Legacy and new spin off coy. I have given some thoughts on the probable capital structures of YFH and YMD but I have little clue on how to appraise YMD on its earning trajectory. I will pen my thoughts on these later if I find time to organize my analysis.   Meanwhile, Sit tight with a solid seat belt and expect all the fear mongering and brutal rinising.
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Nippon72 Veteran	14-Jul-2025 20:05        Nippon72 About Contact  Quote this Post! Style: Fundamental   Mood: Yells: "Dude, is ALWAYS Time in the market than Timing the market! "
x 0   x 0  Alert Admin	Just need it to form solid support line and creep up slowly. I don' t need it to be flash in the pan type of spike.  Holding for LT for its divvy and potential. Holding since its spin off days!
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hokpin Supreme	14-Jul-2025 15:53        hokpin About Contact  Quote this Post!
x 0   x 0  Alert Admin	不 再 回 头 ， 永 远 不 回 头 ！
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volvo125 Master	14-Jul-2025 01:24        volvo125 About Contact  Quote this Post!
x 2   x 0  Alert Admin	YSB/YFH 2022 spin off timeline (Reference) 29 Nov 2021 -    (A) 1st announcement on proposed spin off 24 Jan 2022 -        (B) SGX approval of submission (1 month 3 weeks from A) 27 Feb 2022 -      (C) FY21 result release (~1 month from B) 09 Mar 2022 -      (D) Circular release  (~2 weeks from C) 24 Mar 2022 -      (E) ETL (eligible to list) obtained (~2 weeks from D) 24 Apr 2022 -        (F) List (1 month from E) Total time taken from 29 Nov 2021 to 24 Apr 2022 &ndash 4 months 3 weeks   YFH/YMD 2025 spin off probable timeline (Taking YSB/YFH 2022 as reference) 27 Apr 2025 -    (A) 1st announcement on proposed spin-off - Done 02 Jul 2025 -        (B) SGX approval of submission (~2 months 1 week from A) - Done ? Aug 2025 -      (C) FY21 result release (? month from B) ? Aug/Sep 2025 -      (D) Circular release  (? weeks from C) ? Sep/Oct 2025 -      (E) ETL (eligible to list) obtained (~? weeks from D) ? Oct/Nov 2025 -        (F) List (1 month from E) I think the YFH/YMD spin off will complete within a 6~7month timeline by Oct~Nov, baring any unforeseen Black Swarn market shock in the months ahead.   (B) was decisively executed on 2 Jul, after the close of 1H25 on 30 Jun, likely implies that 1H25 result is Good or at least Not Bad to support the ongoing spin off initiative mood. This is my speculation, and I could be wrong, but I think it is a reasonable assumption because a sub-par 1H25 will negatively impact on the spin off valuation appraisal and will almost certain to derail a supposedly intended positive spin off outcome for both the new listed entities. (C) should follow shortly after 1H25 release, with the Circular detailing the new capital structures and revenues/earnings projections for both the Legacy and new spin off coy. I have given some thoughts on the probable capital structures of YFH and YMD but I have little clue on how to appraise YMD on its earning trajectory. I will pen my thoughts on these later if I find time to organize my analysis.   Meanwhile, Sit tight with a solid seat belt and expect all the fear mongering and brutal rinising.
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hokpin Supreme	11-Jul-2025 22:54        hokpin About Contact  Quote this Post!
x 0   x 0  Alert Admin	Very soon to fly! pkli899      ( Date: 11-Jul-2025 20:46) Posted: Ding dong between 86.5 to 88. Waiting for official spin-off announcement before flying, I think. Soon, probably together with half year report.
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pkli899 Supreme	11-Jul-2025 20:46        pkli899 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Ding dong between 86.5 to 88. Waiting for official spin-off announcement before flying, I think. Soon, probably together with half year report.
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Elf2000 Elite	11-Jul-2025 11:23        Elf2000 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Many hidden sharks in the depth. hokpin      ( Date: 11-Jul-2025 10:38) Posted: Buy when slowing down! Elf2000      ( Date: 09-Jul-2025 15:21) Posted: Still have many contra players bought in last Friday and due today and tomorrow... just wait not in a hurry to buy in yet.
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hokpin Supreme	11-Jul-2025 10:38        hokpin About Contact  Quote this Post!
x 0   x 0  Alert Admin	Buy when slowing down! Elf2000      ( Date: 09-Jul-2025 15:21) Posted: Still have many contra players bought in last Friday and due today and tomorrow... just wait not in a hurry to buy in yet.
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volvo125 Master	11-Jul-2025 04:15        volvo125 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Latest MAS cumulative shorts outstanding were down by 4.59mil 4 Jul - 20.547mil 27 Jun - 25.133mil.
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spore1 Supreme	10-Jul-2025 08:40        spore1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	She is rising up to retest 90.5 cents
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ayahiro Member	10-Jul-2025 08:37        ayahiro About Contact  Quote this Post!
x 0   x 0  Alert Admin	If you have went to the AGM, you know that YFH do not need any borrowing as they are cash rich. The focus is more towards effectively deploying the pile of cash. In the AGM, a shareholder raises question on borrowing of money (due to this article), Mr Ren' s reply  to the shareholder is " 我 们 不 需 要 借 钱 ， 我 们 很 有 钱 !" (We do not need to borrow any money, we have a lot of money). Timer78      ( Date: 10-Jul-2025 04:33) Posted: Recap on excerpts from Article pls dyodd Basic Valuation We start with the company's Net Tangible Assets (NTA) per share, which is $1.17. We assume YZJF can earn a 15% return on its NTA each year. This gives us an earnings per share (EPS) of $0.18 (15% of $1.17). If we apply a price-to-earnings (PE) ratio of 10, we get a share value of $1.80. Valuation with Borrowing Now, let's consider what happens if YZJF borrows money to invest: YZJF borrows an additional 50% of its NTA (ie, it gears up conservatively to 30% Debt-to-Asset ratio, which is much lower than the ~50% average for asset management firms.) So for every $100 of its own money, it borrows $50 more. It pays 6% interest on this borrowed money. With this extra money, YZJF can invest more and potentially earn more. This strategy could increase the EPS to $0.23. Again, applying a PE ratio of 10, we get a share value of $2.30.
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hokpin Supreme	10-Jul-2025 08:14        hokpin About Contact  Quote this Post!
x 0   x 0  Alert Admin	Wow, seems the share price will fly! Timer78      ( Date: 10-Jul-2025 04:33) Posted: Recap on excerpts from Article pls dyodd Basic Valuation We start with the company's Net Tangible Assets (NTA) per share, which is $1.17. We assume YZJF can earn a 15% return on its NTA each year. This gives us an earnings per share (EPS) of $0.18 (15% of $1.17). If we apply a price-to-earnings (PE) ratio of 10, we get a share value of $1.80. Valuation with Borrowing Now, let's consider what happens if YZJF borrows money to invest: YZJF borrows an additional 50% of its NTA (ie, it gears up conservatively to 30% Debt-to-Asset ratio, which is much lower than the ~50% average for asset management firms.) So for every $100 of its own money, it borrows $50 more. It pays 6% interest on this borrowed money. With this extra money, YZJF can invest more and potentially earn more. This strategy could increase the EPS to $0.23. Again, applying a PE ratio of 10, we get a share value of $2.30.
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pasttime Elite	10-Jul-2025 06:47        pasttime About Contact  Quote this Post!   Yells: "peace, love, joy be upon you"
x 0   x 0  Alert Admin	one of the reason to invest is their partnership investment in this yard is growing well. 新 江 洲 船 舶 重 工 有 限 责 任 公 司 hopefully this will attract those marine base investors to return.
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Timer78 Veteran	10-Jul-2025 04:33        Timer78 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Recap on excerpts from Article pls dyodd Basic Valuation We start with the company's Net Tangible Assets (NTA) per share, which is $1.17. We assume YZJF can earn a 15% return on its NTA each year. This gives us an earnings per share (EPS) of $0.18 (15% of $1.17). If we apply a price-to-earnings (PE) ratio of 10, we get a share value of $1.80. Valuation with Borrowing Now, let's consider what happens if YZJF borrows money to invest: YZJF borrows an additional 50% of its NTA (ie, it gears up conservatively to 30% Debt-to-Asset ratio, which is much lower than the ~50% average for asset management firms.) So for every $100 of its own money, it borrows $50 more. It pays 6% interest on this borrowed money. With this extra money, YZJF can invest more and potentially earn more. This strategy could increase the EPS to $0.23. Again, applying a PE ratio of 10, we get a share value of $2.30.
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pasttime Elite	09-Jul-2025 23:01        pasttime About Contact  Quote this Post!   Yells: "peace, love, joy be upon you"
x 0   x 0  Alert Admin	due to opportunity of green shipping. ren ride on it with his experience and connection the mf part is quiet difficult to value.  he contract to build a ship with a partner at 40m. give it to be build at yards at 36m. when opp appear can sell at 44m. the margin is 44/36 = 22%.  as we progress with time more ships required to be green and capacity of yards is limited. those cannot wait will pay. yzjfh ability to make money in such opp will be limited by the amount of cash availble. since normal bank will not finance not yet build ship.
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volvo125 Master	09-Jul-2025 23:01        volvo125 About Contact  Quote this Post!
x 0   x 0  Alert Admin	While I do not agree with the writer's valuation, I certainly do hope some form of steroid could magically lift the price up to 2.40 so that we could all huat big big together .... ha ha ... tch77_pt75      ( Date: 09-Jul-2025 22:28) Posted: May the stock is on steroid and shoot to $2.4. Who knows 😂 volvo125      ( Date: 09-Jul-2025 19:01) Posted: I do not agree with the writer&rsquo s valuation. His analysis was surface and shallow. First, the assumption of 15% net RONA is not realistic. YFH has never achieved such high net bottom-line return before. DI has a gross ~12% pa return, giving probably ~8% pa net return after SG& A and tax. The previous CEO VT had indicated that MF gross returns were 15~18%, but comments in their later updates indicated that the coy would only pursue projects that gave them no less than a 8% net of expenses return. Unlike DI, MF requires hard assets and operational investments that would shave the 15%~18% down to probably 8~10% return. Together with Cash/YP, FM, P& PE, PCredit, YFH max achievable net RONA return would not likely be higher than 8~10%. Next, YFH is not short of cash. In fact, the coy has plenty of cash at $1.807B as at 31 Dec 2024. The issue with YFH is not being able to productively deploy this huge cash pile fast enough to new projects in MF, FM or P& PE &hellip etc &hellip to reap in returns comparable to DI, which the coy has made the strategic decision to scale back. So the assumption to borrow more money to the tune of 50% NTA @6% interest to increase bottom-line investment gains is not a relevant consideration for YFH.
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tch77_pt75 Veteran	09-Jul-2025 22:28        tch77_pt75 About Contact  Quote this Post!
x 0   x 0  Alert Admin	May the stock is on steroid and shoot to $2.4. Who knows 😂 volvo125      ( Date: 09-Jul-2025 19:01) Posted: I do not agree with the writer&rsquo s valuation. His analysis was surface and shallow. First, the assumption of 15% net RONA is not realistic. YFH has never achieved such high net bottom-line return before. DI has a gross ~12% pa return, giving probably ~8% pa net return after SG& A and tax. The previous CEO VT had indicated that MF gross returns were 15~18%, but comments in their later updates indicated that the coy would only pursue projects that gave them no less than a 8% net of expenses return. Unlike DI, MF requires hard assets and operational investments that would shave the 15%~18% down to probably 8~10% return. Together with Cash/YP, FM, P& PE, PCredit, YFH max achievable net RONA return would not likely be higher than 8~10%. Next, YFH is not short of cash. In fact, the coy has plenty of cash at $1.807B as at 31 Dec 2024. The issue with YFH is not being able to productively deploy this huge cash pile fast enough to new projects in MF, FM or P& PE &hellip etc &hellip to reap in returns comparable to DI, which the coy has made the strategic decision to scale back. So the assumption to borrow more money to the tune of 50% NTA @6% interest to increase bottom-line investment gains is not a relevant consideration for YFH.   tch77_pt75      ( Date: 09-Jul-2025 18:10) Posted: As indicated in the link (25 Mar 2025) below, the fair value is higher- $1.80 to $2.40 https://www.nextinsight.net/story-archive-mainmenu-60/948-2025/16075-spin-off-success-story-stock-surges-77-to-record-fund-manager-sees-more-value
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volvo125 Master	09-Jul-2025 19:01        volvo125 About Contact  Quote this Post!
x 0   x 0  Alert Admin	I do not agree with the writer&rsquo s valuation. His analysis was surface and shallow. First, the assumption of 15% net RONA is not realistic. YFH has never achieved such high net bottom-line return before. DI has a gross ~12% pa return, giving probably ~8% pa net return after SG& A and tax. The previous CEO VT had indicated that MF gross returns were 15~18%, but comments in their later updates indicated that the coy would only pursue projects that gave them no less than a 8% net of expenses return. Unlike DI, MF requires hard assets and operational investments that would shave the 15%~18% down to probably 8~10% return. Together with Cash/YP, FM, P& PE, PCredit, YFH max achievable net RONA return would not likely be higher than 8~10%. Next, YFH is not short of cash. In fact, the coy has plenty of cash at $1.807B as at 31 Dec 2024. The issue with YFH is not being able to productively deploy this huge cash pile fast enough to new projects in MF, FM or P& PE &hellip etc &hellip to reap in returns comparable to DI, which the coy has made the strategic decision to scale back. So the assumption to borrow more money to the tune of 50% NTA @6% interest to increase bottom-line investment gains is not a relevant consideration for YFH.   tch77_pt75      ( Date: 09-Jul-2025 18:10) Posted: As indicated in the link (25 Mar 2025) below, the fair value is higher- $1.80 to $2.40 https://www.nextinsight.net/story-archive-mainmenu-60/948-2025/16075-spin-off-success-story-stock-surges-77-to-record-fund-manager-sees-more-value
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