| Latest Forum Topics / YZJ Shipbldg SGD Last:3.44 -- |
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The Only Shipbuilding Blue Chip in SGX!
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blesspeggy
Senior |
28-Sep-2025 17:39
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WORLDWIDE SHIP ORDERS Q3 $YZJ Shipbldg SGD (BS6.SG)$ 中 国 船 企 三 季 度 获 约 130艘 集 装 箱 船 订 单 中 国 船 检 2025年 09月 28日 17:21 听 全 文 劳 氏 日 报 追 踪 的 新 造 船 订 单 活 动 显 示 ， 2025年 第 三 季 度 ， 按 船 舶 数 量 计 算 ， 75%的 订 单 由 中 国 船 厂 获 得 。 | ||||
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blesspeggy
Senior |
27-Sep-2025 22:16
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May be YZJ FH can take over the order of 4 MRs. 肥 水 不 留 别 人 田 。 As YZJFH will set up shipping fund soon. | ||||
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blesspeggy
Senior |
27-Sep-2025 21:07
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This is not a buyer initiated termination. It is seller terminated the contract due to faults found on the buyer. YZJ pockets in US$22M for forfeiting the down payments....huatlah...[Drool] | ||||
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spursfan
Supreme |
27-Sep-2025 20:53
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UPDATE ON SHIPBUILDING CONTRACTS ENTERED INTO BY THE GROUP https://links.sgx.com/1.0.0/corporate-announcements/VCF7W4E8F96MH06K/860286_orderbook%20update_27%20Sep.pdf Termination of Shipbuilding Contracts https://links.sgx.com/1.0.0/corporate-announcements/KITH70FTP9G6J65P/860287_Announcement_on_termination_Final.pdf |
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blesspeggy
Senior |
27-Sep-2025 19:30
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YZJ INITIATED TERMINATION OF 4XMRs Of Buyer due to breach of non disclosure easily taken over by other potential buyers based on current good market demand of MR rate. $YZJ Shipbldg SGD (BS6.SG)$ MR tanker rates rise as activity picks up Spot rates jump by nearly one-third in a week, according to Jefferies figures. [email protected] | ||||
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Waterrat
Veteran |
27-Sep-2025 16:53
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Won new contract worth 0.44 b |
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blesspeggy
Senior |
26-Sep-2025 20:21
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YZJ STOCK TAKES OF PERFORMANCE OF 2025 $YZJ Shipbldg SGD (BS6.SG)$ New Ship Orders won: YTD: US$2.2B Won but yet to announce due to confidentiality: HMM: US$0.5B Hapaq Lloyd: US$2.0B AP Moller Maersk: US$1.5B Total US$6B vs. Target U$6.2B New ship building completion: YTD (week 39): 35 ships completed vs. Target 56. Remaining 13 weeks to complete 21 ships building. Target 1.6 ships per week from now. Important date: 6/11 of 3Q Business Review. 5 more weeks to go. DYOD | ||||
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blesspeggy
Senior |
26-Sep-2025 18:41
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YZJ SHIP BUILDING COMPLETION AS AT 26/9 $YZJ Shipbldg SGD (BS6.SG)$ YTD: 35 VS. 56 Ships Completed. 生 产 速 递 】 为 Vitol船 东 建 造 的 50000DWT MR油 轮 ?ELANDRA CEDAR?轮 交 付 离 厂 扬 子 江 船 业 2025年 09月 26日 18:16 听 全 文 | ||||
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huattuatua
Elite |
25-Sep-2025 10:27
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Thanks for the explanation,
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BinderyT
Elite |
25-Sep-2025 10:14
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Because not considered material. General guideline is > 5% impact to revenue/profit. YZJ' s order book is so big and orders take years to translate to revenue/profit, they have a lot of discretion on whether to disclose.
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huattuatua
Elite |
25-Sep-2025 10:08
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isnt it all these material news which could potentially alter the sp be announced over sgx cos alot of investors, myself included, are not aware of this kind of news with the exception of waiting for the company' s biz updates.
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BinderyT
Elite |
25-Sep-2025 10:04
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Nice. But anyone noticed that new orders is moving price slower? When first few new orders came in after the port tax, price shot up a lot.
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huattuatua
Elite |
25-Sep-2025 09:48
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breaks triple 3, and the sky' s the limit. huatzzz |
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blesspeggy
Senior |
24-Sep-2025 21:09
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YZJ NEW SHIP ORDER WON FOR 10X FEEDER CONTAINER SHIPS OF HMM WORTH US$0.5B $YZJ Shipbldg SGD (BS6.SG)$ 韩 国 最 大 船 东 HMM要 在 中 国 船 厂 造 10艘 集 装 箱 船 ！ 国 际 船 舶 海 工 网 2025年 09月 17日 21:25 听 全 文 韩 国 最 大 船 东 韩 新 海 运 （ HMM） 近 期 已 决 定 向 中 国 船 厂 订 购 10艘 1900TEU和 3000TEU级 别 的 小 型 支 线 集 装 箱 船 ， 计 划 于 2027年 前 分 批 投 入 亚 洲 、 中 东 和 非 洲 地 区 的 特 定 航 线 运 营 。 | ||||
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blesspeggy
Senior |
24-Sep-2025 17:13
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$YZJ Shipbldg SGD (BS6.SG)$ Despite facing trade headwinds, HSBC has maintained its "Buy" rating for Yangzijiang Shipbuilding and raised the target price from SGD 3.30 to SGD 3.80, citing the company's strong margin expansion trend and a milder-than-expected decline in orders. | ||||
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blesspeggy
Senior |
24-Sep-2025 11:57
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YZJ SHIP BUILDING COMPLETION AS AT 24/9 $YZJ Shipbldg SGD (BS6.SG)$ YTD:34 VS. 56 Ships Completed. 生 产 速 递 】 新 扬 子 建 造 ： 8000TEU集 装 箱 船 ?KMTC DAMMAM?轮 交 付 离 厂 扬 子 江 船 业 2025年 09月 24日 10:35 1人 | ||||
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blesspeggy
Senior |
20-Sep-2025 18:04
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YZJ NEW SHIP BUILDING COMPLETION AS AT 20/9 $YZJ Shipbldg SGD (BS6.SG)$ YTD: 33 vs. 56 Ships Completed. 生 产 速 递 】 为 Dynacom建 造 的 第 二 艘 75000DWT LR1型 油 轮 ?TENARO?交 付 离 厂 扬 子 江 船 业 2025年 09月 20日 17:49 听 全 文 | ||||
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huattuatua
Elite |
19-Sep-2025 16:48
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solid company that rewards its shareholders handsomely |
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pkli899
Supreme |
19-Sep-2025 16:45
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Finally.....3.33! | ||||
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pkli899
Supreme |
19-Sep-2025 16:37
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Sorry, just realised this thread is for YZJSB. | ||||
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