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YZJ Fin Hldg
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YZJFH - potentially rewarding
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pasttime
Elite |
09-Jun-2023 08:52
Yells: "Buy good stock on sale and collect dividend long long time" |
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rain season not yet arrive so a bit lack of water is what we see in the price of most counters. fed meeting starts 13 jun. market guess is keep rate steady. so that when happen is good news. some money will start flow back, when fed starts reducing rates, towards president elections, the rain season starts, just hope it is not flooding. now jsut do farming, buy what is good, undervalue and has potential to grow. dyodd |
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john1703
Member |
08-Jun-2023 21:06
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Can you tell me how you calculate NTA is only 17c?
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sgng123
Supreme |
08-Jun-2023 20:46
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Zero SBB today look like i right as SBB defending at 0.335. Bb closing May position at 0.34, till they done it stuck at this price range. Need lot of sucker retail short to soup up bb may short. | ||
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sgng123
Supreme |
08-Jun-2023 10:03
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More likely bb closing their short at 0.34 buying to cover when there is retail short at seller. Once they done, they push up to catch the retail short, 2 way net to first ca5ch retail contra then retail short. Typical big fish eat small fish tactic. Just don entet market if no holding power SBB defending at 0.335 some joker selling at that price would lose once bb push up to catch all the ignorant players. | ||
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Segarvale
Senior |
08-Jun-2023 09:41
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Dream is shiok...esp when it is wet....well today got tug of war...exciting game ahead | ||
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sgng123
Supreme |
07-Jun-2023 21:05
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Lol u dreaming too much, all the DI covered by collateral s worth more than the debt. Cannot pay up time to auction off those collateral and recover principal plus interest. yzjfh is china ah long. Now just patience, market not moving as it wait for business update. YZjFH got good record of recovering debt ah long style. |
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explosive2013
Master |
07-Jun-2023 19:45
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I believe all big fund is waiting the moment to come... I dont think big fund is stupid to short without do homework... | ||
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explosive2013
Master |
07-Jun-2023 19:42
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I guess DI in China need to writeoff.
So, after writeoff then the NTA will drop to 0.17. Long pain is better then short pain... |
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Winnertakeall
Veteran |
07-Jun-2023 19:36
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SBB 516,300 shares @ SGD 0.335c | ||
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emailpeter
Senior |
07-Jun-2023 10:58
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I feel I'm (and many others here) putting way too much attention to this stock price as compared to its sibling SH. FH fights to even gain 0.5c in months. And given the overhang DI, the market makers can keep price down to base this entire year.
I'm heavily invested here, but will start shifting weightage to SH. It's far more profitable, the increasing profits give rise to cash inflow that has to eventually feed to higher divs. |
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SAVIORFOREVER
Supreme |
07-Jun-2023 07:56
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May not see 40 this year. Management doing a good job to ensure price stays low.
Trade with reap what you sow and DYODD
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sgng123
Supreme |
07-Jun-2023 01:50
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Anyway current stock price not indicative of real value, it just market quote for pre yzjfh portfolio adjustment. Had to be patient while we wait for business update in June/July. YZJFH currently undergo restructuring of it investment portfolio and market pricing in only the cash value, till dust settle hard to estimate real value. |
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n3wbie
Elite |
06-Jun-2023 23:26
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Given its size of about $4B AUM, they can afford to carve a niche for themselves and focus in being a differentiated asset manager. Agree that maritime and clean energy would be ideal given that both sectors are enjoying secular growth. They previously announced about advising a family office (FO) for $500M AUM - not sure what those economics are but given the sheer no of FOs in SG, this is another good area of focus if they can manage the monies of the rich Chinese here in SG!
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sgng123
Supreme |
06-Jun-2023 22:10
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After china Xi focus on common prosperity, white collar all taking big pay cut. Real estate most likely would be asked to sold at cost plus minimum profit, similar to our hdb. Best just reallocate cash to clean energy, marine and min8ng logistic when thete is gov backing to ensure timely interest and debt repayment. | ||
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pasttime
Elite |
06-Jun-2023 20:21
Yells: "Buy good stock on sale and collect dividend long long time" |
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managing asset for lease is a different kind of ball game. the earning all depends on the residue value of the asset. different asset has different characteristic. for example, buy car and lease in singapore, the residue profit is not too much as the car has only a 10 years coe life span, so the value of car depreciate with time. that eats into the profit. buy industrial equipments like ships, crane, wheel loader etc that has no life span limit due to law is a little better as the time of used is limited by how long one can keep the asset in working conditions. higher residue value but must also look out for industrial trends. an equipment bought at high price when there is no job the value can drop to almost scap level. also need to know when to recycle and how to lower cost of maintenance and repair. yzjsb gives yzjfh an advantage in this. real estate like shops, office is another ball game, in places where land title is freehold or 999 it is almost always a win game as rental come in, the value also increased over time. just very heavy capital requirements with lower percentage return. for those with 40years time limit not very attractive as time is short. for real estate premise is the asset is in a good growing locations like transport hub, places where there is significant new investment that bring in people, all factors that bring in money flow to a place is good. for sale of gas is the more one sell the better it is in normal commercial conditions. but in china the retail price used to be control by government so there is a time lag between buying price and selling price and can result in huge lost at time before the next adjustment is allow. reverse is also true. now think their price is more responsive to market conditions. commercial maybe also more market oriented. leak, fire and explosion risk for these energy business that yzjdb going into hopefully they don' t pass over to yzjfh. all these long term business income they going into, connections think they have. operations they will need to look hard into getting the people who really know. if employ one who no know act know to manage, can result in bad incident. one is enought to kill the business for a few years. just my after dinner eat full fill talk talk only. |
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sgng123
Supreme |
06-Jun-2023 19:12
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Shifting away from real estate, retail debt investment into chiba government backed initiative like LPG, logistic for mining wouod be better for debt investment portfolio at least reduced possibility of interest and debt redemption delay like what happening now. | ||
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sgng123
Supreme |
06-Jun-2023 19:03
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Depend on how successful yzjfh in readjustment of asset portfolio. If everything according to plan, Debt investment would be reduced by half as current 2.5b and free cash increased by 1.2b For now retail cannot do much, SSB defending at 0.335. Management not intetested in artifically propping up stock price. One thing we can be sure is market pricing yzjfh stock based off non DI asset, everything minus debt investment. Might changed if yzjfh exit from existing DI sector and go into shipping, lpg and logistic for mining DI. | ||
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SAVIORFOREVER
Supreme |
06-Jun-2023 18:52
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Think only half year result will be out. Aug?
Meantime just chill out. Que sera sera. Nothing much can be done. Buy now means more than 5% dividend next year. But don't rush in, just nibble if you need to buy. Trade with expectation and DYODD |
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Winnertakeall
Veteran |
06-Jun-2023 18:27
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SBB 359,400 shares @ SGD 0.335c | ||
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john1703
Member |
06-Jun-2023 13:20
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My thought is the China property crisis worst had happened and it could only get better from here. But for the stock price, may get worst as people take opportunity to hit it whenever it report lagged bussiness updates. Taking worst scenario where YZJFH lost everything on DI, I hope the stock is still worth 36 cents (my cost). I trust the reputatable management and someone mentioned their standard is like Huawei (I knew this company) and so that makes me even more confident in the company. For now, will slowly grab more whenever opportunity arises. I am not in for trading as I used to let go profit too soon (and too little) in the past! | ||
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