Latest Forum Topics / YZJ Fin Hldg Last:0.415 +0.01 | Post Reply |
YZJFH - potentially rewarding
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BinderyT
Master |
05-Feb-2024 10:01
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FH' s EPS was only 4c last report and expectation is 5c this coming report. With 40% payout, expected dividend is only 2c. Show us your calculation for 2.75c - 3.5c.
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fatpig
Senior |
05-Feb-2024 09:29
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早 在 2020年 9月 恆 大 流 出 《 恆 大 集 團 有 限 公 司 關 於 懇 請 支 持 重 大 資 產 重 組 項 目 的 情 況 報 告 》 , 根 據 報 告 恆 大 有 息 負 債 合 計 8355億 元 , 銀 行 貸 款 僅 占 27.7%, 最 多 的 是 非 銀 金 融 機 構 融 資 , 可 以 占 到 44.1%, 其 餘 均 為 境 外 發 行 債 券 , 經 濟 觀 察 報 在 2021年 9月 通 過 內 部 人 士 證 實 這 份 報 告 [121]。 同 時 期 恆 大 年 報 顯 示 , 恆 大 有 息 負 債 從 2020年 3月 的 8743億 元 降 到 2021年 3月 的 6740億 元 , 並 在 2021年 6月 底 到 降 至 5717.8億 元 , 但 顯 然 恆 大 負 債 遠 不 止 5000多 億 這 麼 簡 單 , 大 量 負 債 都 是 以 「 應 付 賬 款 」 等 形 式 存 在 。 據 恆 大 財 報 數 據 , 2021年 6月 恆 大 還 有 第 三 方 應 付 貿 易 賬 款 有 6669億 元 、 其 他 應 付 款 2360.5億 元 、 應 交 稅 費 2056.6億 元 以 及 2157.9億 元 預 收 賬 款 , 媒 體 統 計 其 顯 性 債 務 可 能 達 到 了 1.9665萬 億 元 人 民 幣 ( 合 3,000多 億 美 元 ) , 相 當 於 中 國 GDP的 2%[122][121]。 相 關 人 士 也 證 實 恆 大 這 些 款 項 不 僅 涵 蓋 了 恆 大 拖 欠 供 應 商 的 工 程 款 , 還 包 括 很 多 需 要 支 付 給 政 府 的 土 地 出 讓 金 、 土 地 增 值 稅 等 費 用 , 早 已 暴 雷 的 商 票 則 在 應 付 款 中 占 很 大 比 例 , 據 2020年 統 計 總 額 已 逾 2000億 人 民 幣 [121]。 在 財 報 之 外 恆 大 還 存 在 大 量 隱 性 債 務 , 具 體 到 項 目 層 面 更 是 連 恆 大 自 身 也 無 法 統 計 , 因 此 外 界 尚 無 具 體 的 統 計 金 額 [121]。 根 據 9月 份 恆 大 財 富 總 經 理 杜 亮 的 透 露 , 恆 大 財 富 的 總 金 額 大 概 在 400億 , 也 有 來 源 說 明 恆 大 財 富 的 放 款 總 額 已 經 達 到 589.95億 元 , 尚 不 清 楚 這 筆 負 債 是 否 已 經 列 入 財 務 報 表 [121]。 此 外 恆 大 還 通 過 地 產 、 物 業 、 汽 車 及 房 車 寶 等 業 務 平 台 的 股 權 進 行 融 資 , 2020年 恆 大 物 業 獲 得 戰 略 投 資 和 IPO融 資 376億 港 元 、 恆 大 汽 車 IPO也 有 獲 得 40億 港 元 , 自 2017年 至 2021年 9月 恆 大 共 通 過 股 權 融 資 1867億 元 。 [121]恆 大 的 戰 略 投 資 也 是 一 筆 不 小 的 負 擔 , 恆 大 為 吸 引 投 資 者 不 僅 有 年 化 高 達 30%乃 至 200%的 收 益 率 , 並 且 有 回 購 機 制 和 最 低 回 報 保 底 , 如 果 觸 發 保 底 則 需 要 集 團 輸 血 , 自 2017年 開 始 少 數 股 東 權 益 長 期 大 於 歸 母 公 司 權 益 , 即 便 到 了 風 雨 飄 搖 的 2021年 6月 少 數 股 東 權 益 占 比 還 是 過 半 [121]。 |
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ss2017.
Supreme |
05-Feb-2024 08:57
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You are right. Everyday the price is in manipulation, who's behind it is beyond our guesses.
China and HK dipped 22% in a year so revenge rebound is likely, coupling with the country potentially launching new regulation policy to save the markets is probable. First this counter is cash rich, DI with high collateral, to generate dividend is no problems. We get 2.75c long term is no problem , short term dividend range 2.75~3.5c. You can object to it and come out with your reasoning, I welcome it. The threat now is mkt makers wanted to test new low to collect more, the tendency of getting new low is highly possible before we get that revenge rebound. So stay vigilant if you are long holders. For not vested ones I just ignore them. Happy days ahead 🎈
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Panda8
Veteran |
05-Feb-2024 07:39
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Sorry, just check. What make you think that the china economic can recover within a year? What make you think that the dividend will be between 22.75 to 3.5c. If so, do you think the share price can fall? Think deeply, may be SBB could be left to right pocket for some reasons? ........   |
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ss2017.
Supreme |
04-Feb-2024 16:13
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The price is in short term weakness until China's broader property and shares mkt recovery within a year time. Happy to see the dividend range over the next few years 3.5c~2.75c. According to analysts and simply wall street recommended, share price falls in between 75c~88c. Any weakness can consider adding slowly when China mkt does reach the bottom for a rebound. | ||||
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HVRRVH
Elite |
03-Feb-2024 11:57
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Yes they are not quite the same, but, to say YZJF is a debt investment compay only is also inaccurate. They have fund management, venture fund in the shape of Maritime fund, they also invested in PE just like Temasek and other funds, and generate fees to by managing private funds. Right now, I think the share price won' t go anywhere because YZJF is such a new entity. Not tested but with great potentials I would say. Having said so, it is ok for the price to be stagnant as long as it remains profitable with good dividend while the company trying to forge its way forward. Like I said, current market price is fair but the potential is huge and those with faith can count on the dividends while waiting. Of course, it is not a sure bet but as with any investment, nothing is sure so it is down to each individual to decide where to put their money. 
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BinderyT
Master |
03-Feb-2024 09:57
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iFast is a platform company generating fees from services. FH is a debt investment company making interest on its own limited funds.  Since you don' t even know the difference, you should not be encouraging others to buy. 
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sgng123
Supreme |
02-Feb-2024 20:10
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It like that for china based stocks, ah moh houses depressed stock price to collect very cheaply later when china economy rebound. So when the rebound it can go double/triple value as Ah house buy in to cover years of shorts. Enjoys dividend for now very good yield if no NPL provision. |
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ss2017.
Supreme |
02-Feb-2024 17:46
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You look at ifast share price and earnings. You have all the reasons to hold this "weak counter" YZJFH as pointed out by rivalry.
I wish you slowly collect and be in our camp. The angbao is $8k, $88k and for some $188k 😂 cheers
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MambaFinancial89
Veteran |
02-Feb-2024 17:39
Yells: "Be greedy when others are fearful. " |
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Bought at 0.315, DBSV indicated my counterparty was Goldman Sachs. Indicates that either an institutional fund or private HNW investor was the seller. Goldman doesn' t service retail peeps like us bro...   
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112233
Master |
02-Feb-2024 17:38
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hi mamba bro, real or not ? 
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ss2017.
Supreme |
02-Feb-2024 17:31
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GS is not in a list of foregin funds house.
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TANPK123
Elite |
02-Feb-2024 17:25
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This gonna short down to 0.285. It's trap. | ||||
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MambaFinancial89
Veteran |
02-Feb-2024 17:23
Yells: "Be greedy when others are fearful. " |
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Just FYI I have begun to average down further and purchased a chunk at 0.315.  Counterparty -  Goldman Sachs Playing with the big boys... |
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ss2017.
Supreme |
02-Feb-2024 17:05
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Today selling 31.5c is more then buying. However only 63,800 shares sold at 31c as at 5pm. They depressed mkt is to create fear, short has imprinted fear on the peope mind. | ||||
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SAVIORFOREVER
Supreme |
02-Feb-2024 16:15
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Hope some goondu can throw 31 @ closing.
Trade with opportunity and DYODD
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ss2017.
Supreme |
02-Feb-2024 16:02
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Yes I hope you are a 100% right. Good luck to your trading and a happy cny.
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BinderyT
Master |
02-Feb-2024 15:56
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Short selling does not weaken a stock.   But a weak stock will attract short sellers. Stop blaming short sellers, contra buyers, etc.   The reason why FH has nothing to do with how it is traded. 
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pkli899
Supreme |
02-Feb-2024 15:52
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Haha............nice read. As usual, laughing while I read.
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pkli899
Supreme |
02-Feb-2024 15:50
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Yes, u may be right at this moment. But I believe it will change for the better. I' m willing to wait. Let' s see in a few years' time.
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