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this counter, those who play contra or cfd kenna burnt
must have deep pocket ... otherwise will become charcoal hiong piah
must have deep pocket ... otherwise will become charcoal hiong piah
Recent reports also noted:
- YZJ Financial has zero debt
- Around S$640 million cash
- Stock trading at a large discount to NAV after China property-related provisions
Obviously 245 is the base support here. Can only go up one direction from here! Those want to accumulate more, pls do so at this level soon!
hschsc ( Date: 21-May-2026 16:26) Posted:
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I have been restraining myself not to comment on this stock.. I think there is a good reason why months ago yzjfh wanna buy Ningbo shanshan, a battery manufacturer.. it is because China is pushing for green technology, even for maritime shipping.. if the acquisition was successful, shanshan's battery technology can be incorporated into yzjsb business for making battery operated ships.. I believe yzjfh is actively looking for such or similar opportunities to build the grand picture for yzj group.. not simply investing in gold or funds or what not that do not contribute to the grand picture.. my honest 24.5 cents..
Stuck at .245 for a long time. Ready to start.
hokpin ( Date: 20-May-2026 22:05) Posted:
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I?m patiently waiting for it too.
HVRRVH ( Date: 20-May-2026 17:53) Posted:
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Restarted buying today with aim of bringing average cost closer to $0.30 (not factoring in $0.018, $0.022, $0.0345 dividends plus $0.64 current YZJM market price). Suffice to say, those who hold YZJF since listing till YZJM spin off would still make a lot of money even if let go all of YZJF now. However, personally I like cash rich company with no debts and even the managment now seems clueless what to do next, I shall give them benefit of doubts and see what they can do in the next 1 to 2 years. Meanwhile, it seems disadvantageous to just hold onto to the current shares and do nothing for next 1-2 years, with its price at historical low. Therefore, I started to add significantly more today at $0.245. The price may yet come down further but shouldn' t be too much more, if so, then will decide what to do at the material time but mentally already prepare to continue adding but if price hit below $0.2 then I would cold storage this stock. Chances are YZJF should rebound in tamdem with time. We shall wait and find out.
HVRRVH ( Date: 07-May-2026 22:28) Posted:
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Main catalysts ahead for Yangzijiang Financial Holding are now very different from the old China debt investment story.
After the maritime spin-off, the market is watching whether YZJ Financial can successfully transform into a higher-quality asset management and investment platform.
Key catalysts ahead:
After the maritime spin-off, the market is watching whether YZJ Financial can successfully transform into a higher-quality asset management and investment platform.
Key catalysts ahead:
- Recovery from China credit provisions
- FY2025 was hit badly by nearly S$291 million of expected credit loss provisions tied mainly to China real estate exposures.
- If provisions slow sharply in 2026:
- earnings could rebound strongly,
- investor confidence may improve quickly.
- The market currently values YZJ Financial at a large discount because investors fear more bad debts.
- Deployment of its huge cash pile
- The company still has around S$638 million cash and zero external debt.
- Management plans to redeploy capital into:
- private credit,
- fund management,
- Southeast Asia investments,
- maritime-related funds.
- If these new investments generate recurring fee income, the market may rerate the stock.
- Asset management / fund management growth
- Management wants to shift from risky balance-sheet lending into:
- asset-light fund management,
- recurring management fees,
- third-party capital platforms.
- This is important because:
- recurring fee income usually gets higher valuations than cyclical investment gains.
- Unlocking value from YZJ Maritime
- YZJ Financial still has strategic links to Yangzijiang Maritime Development.
- If YZJ Maritime continues performing well:
- asset values may rise,
- dividends or monetisation opportunities could benefit YZJ Financial indirectly
wondering what is the catalyst to spur this counter ?
万 事 俱 备 ， 只 欠 东 风
万 事 俱 备 ， 只 欠 东 风
Pasttime, thanks. based on what you said, i am wondering why the new team is not doing it ....
healthy coy with good amount of liquidity. beside they are not paying dividend this year.
the price is really pathetic ...
healthy coy with good amount of liquidity. beside they are not paying dividend this year.
the price is really pathetic ...
Tob231, greetings. from my limited view.
sbb does make a difference in providing liquidity. not a force to bing up stock price. normally used when
there are large selling from real seller trying to exit. then follow by shorts taking advantage of the sell down,
if not enough buyers the shorts will make it really really low. so sbb helps in that sense to stop shorts from taking advantage. now is like neither here nor there market. money flowing out of many good stock to chase ipo. bond. i m not against shorts, but against organized shorts. the bug player who force price down
with their money.
sbb does make a difference in providing liquidity. not a force to bing up stock price. normally used when
there are large selling from real seller trying to exit. then follow by shorts taking advantage of the sell down,
if not enough buyers the shorts will make it really really low. so sbb helps in that sense to stop shorts from taking advantage. now is like neither here nor there market. money flowing out of many good stock to chase ipo. bond. i m not against shorts, but against organized shorts. the bug player who force price down
with their money.
Tob231 ( Date: 14-May-2026 20:30) Posted:
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spacex intenting to list earliest 12 jun 26. they looking to raise 50-75b. where is the money going to come
from. surely those that is going to report results not up to expectations or just meet will get sell order for
their winner to gain cash to wager in spacex lpo.
if one can get the spacex ipo go for it. if cannot wait for the sell down to buy cheap cheap with spare cash.
have cash always winner.
dyodd
from. surely those that is going to report results not up to expectations or just meet will get sell order for
their winner to gain cash to wager in spacex lpo.
if one can get the spacex ipo go for it. if cannot wait for the sell down to buy cheap cheap with spare cash.
have cash always winner.
dyodd
does SBB make a difference ?
pasttime ( Date: 14-May-2026 07:25) Posted:
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YZJFH current market view:
- Bull case:
- deep discount to NAV/NTA
- large cash reserves
- worst provisions may already be recognised.
- Bear case:
- confidence in China credit assets remains weak
- earnings visibility still uncertain
- no FY2025 dividend disappointed investors
don' t do sbb yet. use money to buy black sesame.
it is really undervalue with potential in l3/l4 soc and robots.
market cap 12.6b hkd, news is due to one of the latest investor investigated by authority.
but that is only one investor. nothing to do with blacksesame. the ultimate investor is middle east money.
black sesame going into volume production and is credible contest to nvidia, qualcom in the l3/l4 soc
chips area. being local china soc it has advantage. ground level opportunities,
dyodd
it is really undervalue with potential in l3/l4 soc and robots.
market cap 12.6b hkd, news is due to one of the latest investor investigated by authority.
but that is only one investor. nothing to do with blacksesame. the ultimate investor is middle east money.
black sesame going into volume production and is credible contest to nvidia, qualcom in the l3/l4 soc
chips area. being local china soc it has advantage. ground level opportunities,
dyodd
When will the management go to execute SBB?
Recent news around Yangzijiang Financial Holding has been mostly focused on its FY2025 loss, China credit exposure, and the spin-off/strength of YZJ Maritime.
Key latest developments:
Key latest developments:
- YZJ Financial reported a FY2025 net loss of about S$5.2 million, reversing from a profit in FY2024. The main reason was higher expected credit loss (ECL) provisions tied to its China debt/property-related investments.
- The market reacted negatively after the warning and results release. Shares fell sharply to multi-year lows as investors worried about further China asset write-downs.
- Management said the large provisions were part of a clearing the decks strategy to clean up legacy China exposures and reposition the business toward Southeast Asia and maritime-related investments.
- Despite the weakness in YZJ Financial itself, its spun-off associate YZJ Maritime has been performing strongly:
- FY2025 net profit around US$129.7 million
- fleet expansion through new vessel orders
- proposed share buyback mandate
- continuing maritime growth strategy
- YZJ Financial is also viewed by some analysts/investors as deeply undervalued relative to its net tangible assets (NTA), with reports highlighting:
- zero debt
- large cash pile (~S$640 million)
- trading at a steep discount to book value after the selloff.
- No FY2025 dividend was declared, compared with the previous year payout, due to the loss and provisioning impact.
- Negative on short-term earnings because of China credit/property exposure
- More constructive on longer-term asset value and maritime strategy
- Investors watching whether China asset impairments are finally nearing the end
In the old time SBB would have already taken place even when the prices were around $0.30 but post spin off, the management surrendered the price level even to $0.235 and today, $0.245. Is there SBB today? Unlikely judging from historical responses. So while long term supporters remain supportive, we should not pin too much hope on YZJF in the short term. I really can' t see it go anywhere. Good thing is that we have either realised the profits when the share price ran up above $1.2 prior to the spin off, or we are now holding to YZJM from the spin off and waiting for its true potentials to hit the market. In gist, it is(was) a good investment in YZJF and in time to come, we should see YZJM mature and start to trade at least at the $0.8 - $0.9 levels envisaged by analysts and old Ren himself.
The war is over in both sides will play to manage oil price. Usa is the world largest oil exporter.
With the war in place, the stock market will be affected. With reference to USA etc, China is well positioned to weather through it. They have focus on energy security long long time ago, and thus, their economy will still fare better as compared to the rest.