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YZJ Fin Hldg
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YZJFH - potentially rewarding
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pkli899
Supreme |
19-Jul-2024 10:13
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没 有 分 析 , 是 凭 空 想 象 。 | ||||||
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ss2017.
Supreme |
19-Jul-2024 10:00
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其 分 析 能 力 差 勁 。 搖 頭 。
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pkli899
Supreme |
19-Jul-2024 09:53
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自 圆 其 说 一 派 胡 言 |
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sgng123
Supreme |
19-Jul-2024 09:16
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Reason is simple he going after personnel wealth not creating value for yzj shipping. Now yzjfh is his shell company for holding personnel wealth but again his stake in both companies < 30%, big investors could gang up On him and liquidate h8s piggy bank yzjfh. To hell with investors, personnel wealth is all it count.
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sgng123
Supreme |
19-Jul-2024 01:55
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YZJSH shareholder prepared for similar dividend even though revenue and profit increase as Ren need to prop up yzjfh AUM through diluting yzjsh profit margin. It a long process and yzjfh investors benefit as their dividend go up over the years while yzjsh stagnant lol. Shit continue till stock price of both companies similar Gona be a good laugh though. |
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BinderyT
Elite |
18-Jul-2024 15:43
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You nailed it.   This is why I' m pissed with FH.   It is the product of stolen money.   It may be legal but morally repungent.   I invest $10 in you.   You used my $10 and made $5.   Instead of giving me my split of $5, you put it into another company and say " I give you 40% of what I can earn from that $5" .   Company from ill gotten gains will never prosper.   It is condemned.  
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emailpeter
Veteran |
18-Jul-2024 15:12
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No la. Certainly I won't follow your angle of thought on this notion. He can't shift anymore, SB is now a huge major bigboy, he's not so silly to repeat. Have you seen their latest shareholding list ? SB is 20x the size of FH, and growing much more. The growth for FH will show in 5 yrs time.
Why would he risk doing that and relegating SB + FH = 1.00 again. Why ? He's an extremely smart & shrewd man. And we still hold high regards for him in creating value. Not only read him between lines, but need figure his 10 steps ahead.....
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sgng123
Supreme |
18-Jul-2024 14:45
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That why ESM for new business passed and yzjfh go back to marine sector. ren plan to suck more yzjsh blood remember he still control yzjsh lol. | ||||||
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sgng123
Supreme |
18-Jul-2024 14:08
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I already see how Ren Gona ultise his marine connection to rip off yzjsh. Lending money to yzjsh to buy the new clean energy factory announced and charged 10% interest, then he moved to yzjsh Chinese customers and offer ship loans at 10%. Basically thinning yzjsh profit margin and moved it to yzjfh to be stored as cash. Yzjfh became leech on yzjsh sucking blood slowly. |
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sgng123
Supreme |
18-Jul-2024 13:56
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He Gona used yzjfh as piggy bank to steal more yzjsh profit lol
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sgng123
Supreme |
18-Jul-2024 13:54
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What lot of yzjfh investors angry is not the NPL but the reluctance of Ren to release excess money he stolen from yzj 10+ years of retained earning total S$3.8b adjusted to current RMB exchange. YZJFH fat cash cow waiting for the axe. It is still profitable even with reduced DI and npl provision etc. 2024 free cash would exceed S$2b + and all inside cash management lol |
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sgng123
Supreme |
18-Jul-2024 13:17
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So best choice is to delist it then he can do whatever he want lol.
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emailpeter
Veteran |
18-Jul-2024 11:59
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Yes, these are good points for debate. Esp for joint shareholders.
Put bluntly, Ren botched up FH inaugural. And still messing with ensuing direction. We still are not the clearest till Mar 2026 or later... What he must be careful on, in his repair & revitalising of this company. Is not to swing and detriment his flagship SB doing his MF stuff here. Mind you, his dividend in specie botched so badly that Big Global Institutions exited FH and piled back to SB. Again put bluntly, Stolen profits were planted here, and a whole new set of shareholders emerged. So Ren does have a major dilemma of 2 distinct set of shareholders. Overdo his shift & cull SB's future profits on Shipping (mind you, the shipbuilding side will eventually cycle down, and it will likely see Shipping down with it. Overdo all this for FH, and he might incur wrath of both shareholders and kill both companies. Integrity to the drain. |
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sgng123
Supreme |
18-Jul-2024 10:49
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Ren strength in maritime might cause conflict of interest if he used yzjsh ties.
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sgng123
Supreme |
18-Jul-2024 10:41
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China currently is high on anti corruption, moving huge sum of money out of china and doing uturn on yzjfh main business kind of spook people. Currently there might be conflict of interest if ren used his marine connection as he is both yzjsh and yzjfh main share holder. Without yzjsh to pull string hard to get business that why in first ren go for maritime fund to avoid conflict of interest. If delist then no issue he can used all his connectiion to grow aum. | ||||||
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pasttime
Elite |
18-Jul-2024 07:32
Yells: "peace, love, joy be upon you" |
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sgng123, greetings. agree that what u relate on his dring kopi previously.  but the transfer of money out of china and stay cash is not a problem as there is now a stated used after not being able to grow the previous intention. good if he do a delist but that will at best 20-30 cents above current price. i hope over years to get more then $1 return. that can happen by collecting dividend and when things deliver over time. his maritime aim is his strong area. so chances of delivery is high. using 03877.hk cssc shipping, i am hoping grow and valuation to that size later. fed cutting interest rate is happening sooner then expect now with trump and republican fearing fed not to cut before election. fed chair has no hope of another term if trump win so think he will do best to not let trump win. ie cut rates to help biden. |
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sgng123
Supreme |
18-Jul-2024 01:40
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A few years ago when old Ren still CEO of yzj he got invited to drink kopi by china gov over DI. So china gov take very seriously over money transfer as Xi fight corruption. YZJFH had taken out $7b RMB out of china last year sitting in FD while their spinoff directive is to invest money in  interrnatiobal fund. That dream crash badly and the whole SG team involved get kicked, follow by rush rush ESM on new business. There gona be conflict in interest in new business if ren used his connection as he is both controlling investors of yzjfh and yzjsh. Delist would solve the problem but currently slow progress in new business as u don get to buy cheap now. Capital reduction to release excess cash to all investors follow by GO possible.
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kiseki_2818
Master |
17-Jul-2024 14:11
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yes, hard to know esp for mega economy like US and China. too many variables. some more they all can use Gah $$$$ to cover the actual things.  
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BinderyT
Elite |
17-Jul-2024 10:41
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I will respect your knowledge of China because you are on the ground, not because of your command of the language.   My wife' s Chinese is first class because she' s native.   But she is clueless about China economy.
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ss2017.
Supreme |
17-Jul-2024 10:37
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Friend, BT what I can say is that once you master the Chinese language then your islander's view will get enlightened. You won't be so bias in your thinking when analysing China economy. I visited 23 cities in China to know China, big and small over last 18 months, 10 more to go by this year end.
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