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This one had rebooted and poised for rebound
Today is t+4... contra players need to sell....let's it settle down....
china property market recovering. especially those in tier 1 cities near good school one.
just hold collateral since mostly provided. sell slowly later can have surprise of better value. and
a write back.
just hold collateral since mostly provided. sell slowly later can have surprise of better value. and
a write back.
it is a kitchen sinking exercise to clear out potential bad later.
good move.
don' t believe please sell now or your heart not with this later will become cheaper.
i believe at buying cash at discount. so slowly eat as price go down.
in a 3 years time frame. likely to make money. if cannot we can ask if possible
to liquidate to get all the cash different.
good move.
don' t believe please sell now or your heart not with this later will become cheaper.
i believe at buying cash at discount. so slowly eat as price go down.
in a 3 years time frame. likely to make money. if cannot we can ask if possible
to liquidate to get all the cash different.
He had likely thrown in the kitchen sink
The provision is not unexpected as China Real estate had not been well.
However recently it is seeing some recovery
Cash value per share is 0.18 / 0.19
No debts
The provision is not unexpected as China Real estate had not been well.
However recently it is seeing some recovery
Cash value per share is 0.18 / 0.19
No debts
finjungle ( Date: 03-Mar-2026 15:57) Posted:
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It is unbelievable that there' s a loss after the Maritine segment was spin off.
The impairment of debts totalled S$290.50million translating into approximately RMB1.45 BILLION. Isn' t this incredibly?
Has the economic and real estate environment turned so so bad in 2025 over 2024?
Ms Liu Hua has lots to answer!!!
The impairment of debts totalled S$290.50million translating into approximately RMB1.45 BILLION. Isn' t this incredibly?
Has the economic and real estate environment turned so so bad in 2025 over 2024?
Ms Liu Hua has lots to answer!!!
Winnertakeall ( Date: 03-Mar-2026 11:42) Posted:
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The Edge Singapore
YZJ Financial reports $5.2 mil loss in FY2025 on ECL allowances
YZJ Maritime makes net profit of US$129.7 mil
https://www.theedgesingapore.com/capital/results/yzj-financial-reports-52-mil-loss-fy2025-ecl-allowances-yzj-maritime-makes-net
YZJ Financial reports $5.2 mil loss in FY2025 on ECL allowances
YZJ Maritime makes net profit of US$129.7 mil
https://www.theedgesingapore.com/capital/results/yzj-financial-reports-52-mil-loss-fy2025-ecl-allowances-yzj-maritime-makes-net
The Chinese bamboo tree story is a parable about patience, persistence, and invisible growth.
A farmer plants seeds, watering and fertilizing them daily for four years with no visible results.
In the fifth year, the bamboo grows up to 90 feet in just six weeks, having spent years developing a massive, hidden root system
A farmer plants seeds, watering and fertilizing them daily for four years with no visible results.
In the fifth year, the bamboo grows up to 90 feet in just six weeks, having spent years developing a massive, hidden root system
SGX volume on shortsell yesterday 2/3/2026
was 10,331,400
was 10,331,400
Their cash majority is RMB, I don' t think they will do share buyback in short term.
Above may is one reason they didn' t give dividends for this year.
Above may is one reason they didn' t give dividends for this year.
MossGatherer ( Date: 02-Mar-2026 23:19) Posted:
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I think Ren doing SBB to address the issue of not paying dividend for YF8 as well as the $0.005 payout for 8YZ.
I bought YF8 (Bought at 0.34) for the dividends, 8YZ was a good bonus. Looking at the current outcome, I am incline to sell and reinvest if not for the SBB.
The other thing is as you said YF8 is healthy and willing to bet on China's recovery as well.
I bought YF8 (Bought at 0.34) for the dividends, 8YZ was a good bonus. Looking at the current outcome, I am incline to sell and reinvest if not for the SBB.
The other thing is as you said YF8 is healthy and willing to bet on China's recovery as well.
Tob231 ( Date: 02-Mar-2026 18:31) Posted:
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Hvrrvh, I did not say no need to have any SBB anymore. What i meant is at this point in time (now) would send the wrong signal, when they are taking a large credit provisions and reassessing portfolio risks. After the process has taken its course, with the balance sheet clean-up and so forth, I am sure they will, when it is necessary to do SBB.
at this moment, the market will find its equilibrium. YZJFH is financially very healthy
imho
at this moment, the market will find its equilibrium. YZJFH is financially very healthy
imho
Based on your logic there is no need to have any SBB mandate by any company anymore. Market not always right in pricing a security that' s why company will conduct SBB if the intrinsic value of its stocks is well above the market share price.
Tob231 ( Date: 02-Mar-2026 17:50) Posted:
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the management must let the process takes its course after spin-off which is good for investors. doing sbb now would send the wrong signal.
imho
imho
Let' s see any SBB today.
besides share buy back. used some of money allocated to invest in listed company to invest
in yzjm. that company has IRR of 10-15% and if leverage 20-30%. short term she will face
non believer and shortist to dump down. right value shoule be 1.1-3x nta depends on the irr.
so short term when shorts cover, sell back to them for a quick profit.
no wrong doing this as yzjm is spin off and invest in small amount looks ok. many
share holders of yzjm and yzjfh are same same.
just my opinion only.
in yzjm. that company has IRR of 10-15% and if leverage 20-30%. short term she will face
non believer and shortist to dump down. right value shoule be 1.1-3x nta depends on the irr.
so short term when shorts cover, sell back to them for a quick profit.
no wrong doing this as yzjm is spin off and invest in small amount looks ok. many
share holders of yzjm and yzjfh are same same.
just my opinion only.
Keep your post to SB thread if you think it's good and refrain from spamming other threads
tch77_pt75 ( Date: 01-Mar-2026 22:04) Posted:
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Does not make a difference 😂
YZJ SB is the biggest winner after unloading the burden (YZJ FH and Maritime). Should cut lost and invest in YZJ SB if got opportunity
YZJ SB is the biggest winner after unloading the burden (YZJ FH and Maritime). Should cut lost and invest in YZJ SB if got opportunity
alanchee ( Date: 01-Mar-2026 17:58) Posted:
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shd b S$638M, not Rmb
Winnertakeall ( Date: 01-Mar-2026 17:46) Posted:
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FY2025 Results - What Happened
- Net loss for FY2025: YZJ Financial reported a small full-year net loss (S$0.52 m / ¥ 4.3 m), a swing from a profit in FY2024 to a loss in FY2025. The decline was mainly due to significant expected credit loss allowances on its debt investment portfolio, reflecting tougher credit conditions especially in parts of the China property/credit market.
- Underlying business: Ex-these allowances the ongoing business still made a modest profit, signalling that the core asset management and investment income streams have not collapsed.
- Balance sheet: The company remained net cash positive, holding over RMB638 million in cash with no external borrowings, which gives it a cushion while competition and credit markets recover.