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with the pm of myanmar visiting indian pm shows bilateral ties are improving this stock is poised for 20 cents
not 50 cents ? with its potential
tankoksee ( Date: 02-Jun-2026 16:43) Posted:
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nta 13.8 cts otw?
so when the stock show rise as well..
134630 ( Date: 30-May-2026 13:27) Posted:
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Bottom line for a retail investor
Yoma is showing real operational progress and the property pipeline is well-sold. However, the stock remains a high-risk bet tied almost entirely to Myanmar' s political and economic stability. The lack of dividends, expensive capital structure, Wave Money' s struggles, and heavy reliance on non-cash property gains mean this requires a long time horizon and a high risk tolerance. It is not a defensive or income-generating investment.
The positives
Revenue and profitability are genuinely improving. Full-year revenue grew 13.7% to US$233M, net profit nearly doubled to US$23.9M, and operating cash flow more than doubled to US$48M &mdash all solid improvements. Property sales are the main engine, with the Sandakuu project at Pun Hlaing Estate a standout success (181 of 182 units sold). F& B (KFC + YKKO) and Motors also had strong years. There' s a healthy US$90M unrecognised revenue backlog from sold but not yet completed property units, giving visibility over the next 18&ndash 24 months.
The warnings
A few things to watch carefully:
- No dividend. For the second year running, no payout. Management cited ongoing project commitments and deleveraging priorities.
- Profit quality. A US$31M property revaluation gain is included in net profit. Strip that out and the underlying operating picture is thinner &mdash this gain is paper-based and non-cash.
- Debt profile shifted short-term. Current borrowings jumped from US$63M to US$109M due to reclassification of maturing loans. This increases refinancing risk, especially in Myanmar' s difficult banking environment.
- Finance costs are high. At US$32M annually, interest expense eats significantly into earnings. New perpetual securities carry 18&ndash 20% per annum distributions &mdash very expensive capital.
- Wave Money is struggling. Revenue fell 29% as cash-based (OTC) transactions decline. Goodwill was impaired and the business plan is being overhauled toward a digital model &mdash which costs more upfront. This is a multi-year transition with no guaranteed outcome.
- Myanmar country risk remains the central concern. All operations are Myanmar-based. Currency volatility, import restrictions, conflict-related disruptions, and limited access to international capital markets are persistent risks that no management team can fully control.
https://www.straitstimes.com/paid-press-releases/yoma-strategic-posts-record-revenue-and-76-profit-surge-validating-turnaround-strategy-20260529
What management is saying
The tone is cautiously optimistic. They are focused on: completing the property pipeline and launching new projects (including outside Yangon), growing F& B with 6&ndash 8 new restaurants planned, accelerating Wave Money' s digital transition, and reducing debt &mdash targeting gearing in the " low- to mid-teens" over time. They also flagged a potential move to increase their stake in Mandalay Airport, which could become a recurring income stream.
What management is saying
The tone is cautiously optimistic. They are focused on: completing the property pipeline and launching new projects (including outside Yangon), growing F& B with 6&ndash 8 new restaurants planned, accelerating Wave Money' s digital transition, and reducing debt &mdash targeting gearing in the " low- to mid-teens" over time. They also flagged a potential move to increase their stake in Mandalay Airport, which could become a recurring income stream.
hopefully good news Myanmar
whao quiet for nearly 2 months. iran war.. here also war ?
Kurnia ( Date: 19-Feb-2026 10:14) Posted:
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The " Erection" ended. What next ?
Ligaya ( Date: 11-Feb-2026 10:07) Posted:
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From blue-chip to blue-cheap, now testing blue-recovery. They are telling us that operational traction is improving, recovery narrative is intact. However the rest dependent on political and macro clarity. Can treat this as an asymmetric bet to test for breakout to 9 and then above 9.8, if wanna be the early bird to catch the worms.
yoma will only state proift and loss on half year and full year results. not in quaterly updates
rlong8288 ( Date: 11-Feb-2026 09:29) Posted:
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This result is only show Revenue
| spursfan ( Date: 11-Feb-2026 08:35) Posted: |
TRADING UPDATES 3Q2026
https://links.sgx.com/1.0.0/corporate-announcements/OSNJGF6GHO3EOC2A/874706_YSH-Trading%20Updates%2031%20Dec%202025.pdf
https://links.sgx.com/1.0.0/corporate-announcements/OSNJGF6GHO3EOC2A/874706_YSH-Trading%20Updates%2031%20Dec%202025.pdf
not soon, coming liao
tec96157 ( Date: 10-Feb-2026 09:44) Posted:
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Look like Yoma will give CNY Ang Pao to us soon. 
Previous threads here Entropy did flag risks around Yoma after the coup, and in hindsight that caution was justified. Yoma moved from being viewed as a Myanmar blue-chip-type conglomerate of $1 to a blue cheap penny around 4 cents, largely due to sanctions and geopolitical uncertainties.
Now the West focus on Ukraine, Iran and Venezuela may reduce pressure on Myanmar, leaving China to push for stability in line with their interests. If that eventually leads to a more stable operating environment which if non-interfering ASEAN brothers and sisters quietly supporting, the bet on Yoma to do a blue cheat is worth the gamble.
https://www.irrawaddy.com/news/myanmar-china-watch/myanmar-china-launch-investment-body-under-junta-cronies-oversight.html
Wonder where is Entropy now, would he sing a different tune now? 😁
Now the West focus on Ukraine, Iran and Venezuela may reduce pressure on Myanmar, leaving China to push for stability in line with their interests. If that eventually leads to a more stable operating environment which if non-interfering ASEAN brothers and sisters quietly supporting, the bet on Yoma to do a blue cheat is worth the gamble.
https://www.irrawaddy.com/news/myanmar-china-watch/myanmar-china-launch-investment-body-under-junta-cronies-oversight.html
Wonder where is Entropy now, would he sing a different tune now? 😁
I think the geopolitical risk in the financial world includng for investors has really ratcheted ever since Trump 1 and Biden began weaponsing the US financial system in a way that had not seen before. There are two elements to this - first an impact on the target country or company which was always there but now pursued more aggressively, but a second and newer impact which was for investors. This impact depended as much on who you are as an investor (nationality etc). For instance western investors in Russia have been hugely burned by western sanctions on investment with the value of investments basically zeroed. But so far it seems Singaporean investors into Russia for instance have not been hurt in the same way.
I am by no means an expert in this space, but it just seems another dimension of risk that is just very difficult to price and/or protect against. It is hard enough trying to assess the prospects of a company on a standalone basis in the normal way without having all this other stuff to deal with, and over which normal people have no visibility over or protection against.
I am by no means an expert in this space, but it just seems another dimension of risk that is just very difficult to price and/or protect against. It is hard enough trying to assess the prospects of a company on a standalone basis in the normal way without having all this other stuff to deal with, and over which normal people have no visibility over or protection against.
Not saying Yoma is a sure bet, but when everyone keeps looking at the politics instead of the company that is still listed here and still eligible under CPFIS for certain brokerages (correct me if I am wrong), that is usually when the sneaky moves start, down or up I dun know.
Yoma being still SGX-listed definitely puts it under a brighter spotlight, and I think the current share price been reflecting that geopolitical dilemma. With China still backing the civilian-but-military transition, the exposure cuts both ways with added scrutiny but also some underlying support dynamics.
At this level, it feels less like pure fundamentals and more a bet on which edge of the sword ends up dominating. If sanctions don?t materially tighten further, and Yoma can continue operating, funding, and repatriating value without compliance blow-ups, the bet on the ambiguity is on the upside, better than crypto bets as of now.