$LINKLOGIS-W (09959.HK)$ EDB investments is the Singapore investment arm of SG Growth Capital. together with GIC PTE LTD, the Singapore government indirect owns 5.2% of the company
$LINKLOGIS-W (09959.HK)$ China is planning to cut rates and recapitalize their state banks such as$ICBC (01398.HK)$and$BANK OF CHINA (03988.HK)$ Trade financing companies such as LinkLogis will benefit from increased demand for loans as they match lenders with financiers on their trade matching platforms
$LINKLOGIS-W (09959.HK)$$YZJ Fin Hldg (YF8.SG)$ Compared against YZJFH which is in the same industry, LinkLogis is trading at a discount to net cash per share while YZJFH is trading at premium to net cash per share
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524773
:
interesting share. damn I realised I am old antique.. totally out of touch with the kind of business this company do haha too futuristic for old brain like me to understand
ValueBull
OP524773
:
basically same business as YZJ Finance. it's a trade finance company. they have already impaired the poor quality assets at risk in the calculation of the net cash per share
$LINKLOGIS-W (09959.HK)$ improved margins and revenue. impairment losses are a reflection of challenging conditions in the market but most of the negatives will have been factored in this year. look forward to brighter FY25 PROSPECTS!
$LINKLOGIS-W (09959.HK)$$YZJ Fin Hldg (YF8.SG)$ as 70% of clients are from the real estate industry, LinkLogis is expected to remain loss making. However, going forward, with stimulus measures to support the market and stabilise the property industry, LinkLogis business flows will pick up as buyers enter the real estate market and credit is needed again
$LINKLOGIS-W (09959.HK)$$YZJ Fin Hldg (YF8.SG)$ There is big interest in financing private assets. Key attraction of private credit is the high interest charges to borrowers by lenders. Linklogis is a platform that connects borrower's and lenders. the strong interest by investors in the private credit sector is a big tailwind for LinkLogis going forward
$LINKLOGIS-W (09959.HK)$ as mentioned in the China NPC session, the government plans to stabilise the property market with the issuance of special bonds to buyup unsold inventory and ensure access to credit for developers. LinkLogis as a trade financier is well positioned to assist in lending and benefit from increased business flows
$LINKLOGIS-W (09959.HK)$$TENCENT (00700.HK)$$CITIC SEC (06030.HK)$ LinkLogis 3 big shareholders are TENCENT, GIC PTE LTD AND CITIC. These institutions have backed LinkLogis since it's early days and remain a shareholder. this suggest confidence in their management and the company future prospects
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Mr Careful
:
this stock is quite strong. did not fall much. BYD falls like a rock.
$LINKLOGIS-W (09959.HK)$ As of 1H24, Linklogis has $HK 5B worth of cash. this is equivalent to $2.47/share in CASH after netting off all borrowings. buying at current price equates to getting the business for free. netting off all liabilities of the company the NET NET CASH per share is $1.93
LINKLOGIS-W Stock Forum
EDB investments is the Singapore investment arm of SG Growth Capital.
together with GIC PTE LTD, the Singapore government indirect owns 5.2% of the company
China is planning to cut rates and recapitalize their state banks such as $ICBC (01398.HK)$ and $BANK OF CHINA (03988.HK)$
Trade financing companies such as LinkLogis will benefit from increased demand for loans as they match lenders with financiers on their trade matching platforms
Compared against YZJFH which is in the same industry, LinkLogis is trading at a discount to net cash per share while YZJFH is trading at premium to net cash per share
improved margins and revenue. impairment losses are a reflection of challenging conditions in the market but most of the negatives will have been factored in this year.
look forward to brighter FY25 PROSPECTS!
as 70% of clients are from the real estate industry, LinkLogis is expected to remain loss making.
However, going forward, with stimulus measures to support the market and stabilise the property industry, LinkLogis business flows will pick up as buyers enter the real estate market and credit is needed again
There is big interest in financing private assets. Key attraction of private credit is the high interest charges to borrowers by lenders.
Linklogis is a platform that connects borrower's and lenders. the strong interest by investors in the private credit sector is a big tailwind for LinkLogis going forward
as mentioned in the China NPC session, the government plans to stabilise the property market with the issuance of special bonds to buyup unsold inventory and ensure access to credit for developers.
LinkLogis as a trade financier is well positioned to assist in lending and benefit from increased business flows
more details here for SCB
Standard Chartered invests in Chinese supply chain finance blockchain Linklogis - Ledger Insights - blockchain for enterprise
more details here for OCBC
https://www.businesswire.com/news/home/20211101005590/en/Linklogis-Signed-a-Memorandum-of-Understanding-with-OCBC-Wing-Hang-Bank-China
LinkLogis 3 big shareholders are TENCENT, GIC PTE LTD AND CITIC.
These institutions have backed LinkLogis since it's early days and remain a shareholder. this suggest confidence in their management and the company future prospects
As of 1H24, Linklogis has $HK 5B worth of cash.
this is equivalent to $2.47/share in CASH after netting off all borrowings.
buying at current price equates to getting the business for free.
netting off all liabilities of the company the NET NET CASH per share is $1.93
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