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Latest Forum Topics / YZJ Maritime    Last:0.615    +0.005  Post Reply
YZJ Maritime
Winnertakeall
Elite
03-Jun-2026 09:50     
 
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 Alert Admin 		Based on YZJ Maritime current fleet profile, charter coverage, and recent vessel acquisitions, Expect its  1H2026 results to be stronger than 1H2025, though probably not a dramatic jump unless freight rates stay elevated through Q2.    

Key drivers for 1H2026

1. Larger earning asset base
  • YZJ Maritime has continued deploying cash into vessel ownership, leasing and maritime investments.
  • Recent leasing agreements covering 13 vessels should contribute additional recurring income.    
2. Supportive tanker market
  • Tanker markets remain relatively firm due to geopolitical disruptions, longer voyage distances and fleet renewal demand.
  • YZJ Maritime has meaningful exposure to tanker-related assets, which should support earnings.    
3. Dry bulk mixed but not weak
  • Dry bulk rates have been volatile, but industry commentary suggests Capesize and larger bulk segments improved during Q2 2026 versus Q1. 
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SlothSG
Veteran
27-May-2026 20:25     
 
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 Alert Admin 		Oh thought someone shaking the tree to pickup cheap shares from existing shareholders (who got their share from YZJF) .... anyway, regardless, this counter is meant for medium to long term holders.

pls dyodd 😊

pasttime      ( Date: 27-May-2026 19:19) Posted:

i m not saying this one no good. in fact i feel good and likely to be multi bagger later.
now has to allow the fun manager who get the shares free to sell out. to them not just future 
good or not. by selling this they got their cash needed else where and boost the profit of the
fun as they got it free. later they may buy back.  i hope abn has totally sold. recent buy mostly
from them.  shorts are net zero. when results come in they will start covering.
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pasttime
Supreme
27-May-2026 19:19     
 
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Yells: "gold silver are real money. not others iou."
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 Alert Admin 		i m not saying this one no good. in fact i feel good and likely to be multi bagger later.
now has to allow the fun manager who get the shares free to sell out. to them not just future 
good or not. by selling this they got their cash needed else where and boost the profit of the
fun as they got it free. later they may buy back.  i hope abn has totally sold. recent buy mostly
from them.  shorts are net zero. when results come in they will start covering.
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pasttime
Supreme
27-May-2026 19:09     
 
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Yells: "gold silver are real money. not others iou."
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 Alert Admin 		people want to chase fast money. so not much interest in this next year stock.
but then people no want then can want at good price.
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Winnertakeall
Elite
27-May-2026 08:50     
 
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 Alert Admin 		YZJ Maritime
Potential catalysts ahead
  • More vessel acquisitions
  • Higher charter income
  • Possible special dividends
  • Maritime asset revaluation gains
  • Expansion into offshore or LNG shipping segments
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Hawkeye
Master
25-May-2026 15:38     
 
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 Alert Admin 		Yangzijiang will go SBB when stock go dirt low. SBB happen maybe at 30cts. :((

LoudShout      ( Date: 22-May-2026 11:11) Posted:

Talk big, but no action.  Got the SBB mandate, where is the buyback?

Typical S chip, talk big not action.
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LoudShout
Master
22-May-2026 11:11     
 
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 Alert Admin 		Talk big, but no action.  Got the SBB mandate, where is the buyback?

Typical S chip, talk big not action.
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hokpin
Supreme
22-May-2026 09:15     
 
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 Alert Admin 		Seems support at 625. Can only go up one direction from here!
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Winnertakeall
Elite
20-May-2026 12:31     
 
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 Alert Admin 		Analysts turning bullish on YZJ Maritime   

DBS Group Research initiated a buy call recently with target price around S$0.88, citing:
  • accelerated deployment into maritime assets,
  • stronger earnings visibility,
  • opportunities from shipbuilding and leasing cycles.
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Hawkeye
Master
20-May-2026 12:30     
 
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 Alert Admin 		Looks like people are selling eventhough the volume not high. Support level go down to 60cts again?
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For_The_Next_Leg
Master
18-May-2026 10:22     
 
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 Alert Admin
As per Google AI Overview, " Capitalizing on Constrained Shipyard Capacity: YZJ Maritime partners with shipyards to secure discounted construction slots. Because they use direct procurement and in-house technical oversight, they build vessels up to \(20\%\) below first-tier market prices. When oil prices drive up global demand for tankers and offshore assets, YZJ Maritime' s cost advantage becomes even more pronounced"
 
As oil prices gets higher, the more benefits YZJ Maritime gets. Its not a one time benefits as well.
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pkli899
Supreme
15-May-2026 14:09     
 
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 Alert Admin

Danish product tanker owner Torm is expanding its fleet again after lining up eight additional vessels through a mix of resale and secondhand acquisitions.

The Copenhagen- and New York-listed company said it has agreed to acquire six MR tanker resales following the end of the first quarter, with deliveries spread between 2027 and 2028.

The first two vessels are scheduled for delivery in the opening quarter of 2027, followed by two more later that year and the remaining pair in 2028.

Torm did not identify the seller behind the resale deal, although sale-and-purchase market sources have linked the company to MR tanker newbuildings originally ordered by Singapore-listed Yangzijiang Maritime at Chinese shipyards.
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Winnertakeall
Elite
11-May-2026 12:26     
 
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 Alert Admin 		Recent developments for Yangzijiang Maritime Development have been mostly positive, with expansion of its fleet and active capital management.

Key latest news:
  • YZJ Maritime ordered 10 new eco-compliant vessels (tankers and bulk carriers), bringing its total fleet to 105 vessels, with 53 under construction. Deliveries are scheduled from 2027 ~ 2029. Some vessels are methanol-ready and built to stricter environmental standards.      
  • Earlier in April, the company also announced orders for 8 VLCCs (Very Large Crude Carriers) while selling 4 MR tankers. Management said this supports its capital cycling strategy building, chartering, then monetising vessels for gains.      
  • DBS reportedly reiterated a Buy call after the latest vessel orders, with a target price around S$0.88 based on broker excerpts. Analysts highlighted:
    • stronger earnings visibility,
    • manageable gearing,
    • possible recurring charter income,
    • and upside from future vessel sales.      
  • YZJ Maritime also proposed a share buyback mandate of up to 10% as part of capital management initiatives, which shareholders later approved at an EGM.      
  • FY2025 results were strong:
    • net profit around US$129.7 million,
    • proposed dividend of 0.5 Singapore cents,
    • continued expansion of the maritime investment portfolio.  
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hokpin
Supreme
07-May-2026 14:57     
 
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 Alert Admin 		Quiet. Hope Xi and Trumph meet in next week can give some catalysts to this counter.
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For_The_Next_Leg
Master
05-May-2026 08:55     
 
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 Alert Admin
As expected, the share price has went up.
 
https://www.investingnote.com/posts/3009065
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hokpin
Supreme
04-May-2026 10:59     
 
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 Alert Admin 		This one daily gap quite big ah!
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Winnertakeall
Elite
04-May-2026 10:24     
 
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 Alert Admin 		YZJ MARITIME - 2026 Dividend Final
  • Dividend per share:  SGD      0.005  (0.5 cents)        
  • Ex-dividend date:      6 May 2026
  • Payment date:      15 May 2026   
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Joelton
Supreme
04-May-2026 10:01     
 
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 Alert Admin

Ho of DBS reiterates ' buy' on Yangzijiang Maritime following order for ten new vessels

Ho Pei Hwa of DBS Group Research has reiterated her " buy" call and 88 cents target price for Yangzijiang Maritime Development, following news that the company is expanding its fleet with a recent new order.

On April 27, the company announced it has signed orders for ten new eco-compliant vessels, including tankers and bulk carriers. The vessels, to be built by third-party Chinese yards, can run via methanol.

The vessels will be financed through a mix of equity co-investments and debt, in line with its established capital deployment framework. Deliveries of these vessels are scheduled from 2027 to 2029.

With this latest order, the company' s fleet will expand to 105 vessels including 53 under construction.

The latest order reinforces the group&rsquo s growth trajectory and enhances earnings visibility, says Ho, referring to the expanding fleet.

" The diversified vessel mix and eco-compliant designs position the fleet to capture charter demand amid tightening environmental regulations, while supporting premium asset values," says Ho.

" The expansion aligns with Yangzijiang Maritime&rsquo s capital-cycling strategy, providing flexibility to monetise assets via chartering, leasing, or pre-delivery resale, sustaining returns and mitigating cyclicality across shipping markets," she adds.

The cost of the ten new orders were not disclosed by the company but Ho estimates the value to be around US$550 million.

Assuming an average of 85% stake and 40% equity, YZJ Maritime might need to pay around US$45 million per year in 2026-2029. Even so, net gearing should still be manageable at 0.1-0.2x.

She estimates the company can enjoy potential earnings accretions of up to US$20 to US$30 million per year from charter income or divestment gains for these 10 vessels. If the vessels can be resold before delivery, that will be a key re-rating catalyst to watch, says Ho.

Yangzijiang Maritime Development shares closed at 68 cents on April 30, down 3.57%.
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Winnertakeall
Elite
02-May-2026 15:46     
 
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 Alert Admin

Ho of DBS reiterates ' buy' on Yangzijiang Maritime
following order for ten new vessels

Ho Pei Hwa of DBS Group Research has reiterated her " buy" call and 88 cents target price for Yangzijiang Maritime Development, following news that the company is expanding its fleet with a recent new order.

 
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Winnertakeall
Elite
01-May-2026 09:34     
 
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 Alert Admin 		Yangzijiang Maritime Development Ltd  is actually in a  stronger position right now.

📊 Is YZJ Maritime cheap now?

✅ Short answer:

👉     Relatively cheap / fair but not deep bargain anymore

📉 Current valuation (based on latest data)
  • Trading around:
    • ~0.9 1.1x book value     
    • ~11 14x PE     
  • Net cash + strong balance sheet (zero debt)    
👉 Interpretation:
  • Not dirt cheap like crisis stocks
  • But still  reasonable vs growth outlook
🚀 Why analysts are positive

🟢 1. Strong growth outlook
  • Earnings expected to grow  15 ~ 20% CAGR     
  • Scaling maritime investments (ships, leasing, financing)
🟢 2. Asset-light model (very important)
  • Uses partnerships instead of owning everything
    👉 Lower risk than traditional shipping companies
🟢 3. Benefiting from shipping cycle
  • Ship replacement demand rising
  • New vessel orders + leasing deals increasing    
🟢 4. Strong balance sheet
  • Net cash ~27% of market cap    
  • Share buyback plan supports price  
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