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YZJ Shipbldg SGD
Last:3.54
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The Only Shipbuilding Blue Chip in SGX!
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Elf2000
Elite |
04-Mar-2026 09:47
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Q n withdraw buy at 4.25 then suddenly climbed back missed my opportunity to buy... | ||||
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Winnertakeall
Elite |
04-Mar-2026 08:26
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1. FY2025 Results Solid Earnings & Dividend Growth ▶ Strong financial performance YZJ posted FY2025 net profit of RMB 8.6 billion, up ~30% y/y. H2 profit grew ~24.6% on higher deliveries and better pricing. Gross shipbuilding margins remained robust (~35%), indicating operational health. ▶ Dividend increase Final dividend raised to S$0.20 per share (from S$0.12 prior), indicating earnings confidence. Dividend payout ratio around 50%, a level analysts see as sustainable for 2026 - 27 if order execution continues. ➡ ️ Conclusion: Results beat expectations, margins are healthy, and dividends have been notably increased & mdash positive fundamentals. 📈 2. Order Book & Earnings Visibility ▶ Strong backlog Order book around US$22.4 billion with hundreds of vessels secured through to 2030. ▶ 2026 new order targets Management set a US$4.5 billion order win target for FY2026, suggesting confidence in market demand. ▶ Analyst views Order wins and sustained delivery schedules are seen as underpinning earnings visibility. ➡ Conclusion: A large order book and a solid target for fresh orders help support future earnings & mdash a key factor in valuation and long-term outlook. 📊 3. Valuation & Analyst Ratings ▶ Buy Ratings from Brokers UOB Kay Hian maintains a BUY recommendation with a target price higher than current trading levels, citing strong margins and dividends. Other brokers (e.g., CGS International) also highlighted buoyant earnings and dividend yields with lifted target prices. ▶ Attractive valuation metrics Forward PE ratios for 2026 estimated below peer averages in some analyses. Dividend yields seen as appealing (often cited ~4& ndash 5% range FY2026& ndash 27). ➡ Conclusion: Analysts generally rate YZJ as Buy/Add with upside potential from current prices if market and execution trends hold. |
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Elf2000
Elite |
03-Mar-2026 14:50
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Got sellers press down already! Nice! | ||||
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huattuatua
Elite |
03-Mar-2026 10:40
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one of the best performing stocks in terms of cap appreciation. |
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aFewGoodman
Member |
03-Mar-2026 10:30
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As long as the dividends can provide > 4% return for my investment, I will keep. | ||||
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huattuatua
Elite |
03-Mar-2026 09:52
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yesterday i tot this counter would have tanked big time becos of the outbreak of war and little did i realise that it keeps surging past its ath at frightening speed but since i have held it for so long, i decide to hold it for a while more and will tp once i realise any weakness, the mkts will remain irrational longer than u can remain solvent ya. lol |
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Elf2000
Elite |
03-Mar-2026 09:25
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ATH 4.60! quite scary level already... today moved up I let go my balance lots treat it as dividend.
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Panda8
Veteran |
03-Mar-2026 09:10
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BB pushing to 4.56 ATH now | ||||
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Louistan
Senior |
02-Mar-2026 18:07
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Strong performance in a very weak market. What happens if the market recovers? It should go straight up to $5? | ||||
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RedAnt
Member |
02-Mar-2026 16:40
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There is not fix date yet. Need approval during the AGM on the dividend. | ||||
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Maxgrow68
Elite |
02-Mar-2026 15:41
Yells: "Right and Kind. Choose Kind then you are always Right !" |
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Tks Bro.
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Heybie
Member |
02-Mar-2026 14:02
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Check out this website for all Singapore Stock Divident History...Pay date...Ex date... https://www.dividends.sg/
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Maxgrow68
Elite |
02-Mar-2026 14:01
Yells: "Right and Kind. Choose Kind then you are always Right !" |
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Oic, thanks Hahaha!
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Panda8
Veteran |
02-Mar-2026 11:47
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Dont Kan Cheong, The payment of the recommended final tax exempt (one-tier) dividend of SGD20.0 cents per share will be subjected to shareholders&rsquo approval to be obtained at the coming Annual General Meeting. The payment date will be announced in due course as well as closure date. More to come.......
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Elf2000
Elite |
02-Mar-2026 11:45
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Usually XD will be in early May, so still got two more months to go... price might swing up and down before XD...
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Maxgrow68
Elite |
02-Mar-2026 11:17
Yells: "Right and Kind. Choose Kind then you are always Right !" |
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Div 20c, when xdiv? Anyone know? Cant see on SGX website.
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Heybie
Member |
02-Mar-2026 10:26
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For the record......YZJ still manage to hit an ATH at 4.43 amidst Iran war....as at 10am
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Heybie
Member |
02-Mar-2026 09:06
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Almost instant rebound upon opening..... Now buying stronger than selling as at 9:05am |
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vicloo
Supreme |
02-Mar-2026 09:00
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Trump says war in Iran could last a month, vows to avenge US military deaths
The US president also said 48 Iranian leaders had been killed and that the US military had started sinking Iran's Navy, destroying nine Iranian warships so far and "going after the rest".
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Winnertakeall
Elite |
02-Mar-2026 08:56
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Trump says Iran leadership agrees to talks after US and Israel strike Tehran
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