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Latest Forum Topics / YZJ Shipbldg SGD    Last:3.46    -0.12  Post Reply
The Only Shipbuilding Blue Chip in SGX!
Login20
Master
17-Apr-2026 08:49     
 
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 Alert Admin 		YZJSB profit margin more than 25%, why Maritime will consider YZJSB if they can get a better price with compable product? No body know too.
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ysh2006
Supreme
17-Apr-2026 08:27     
 
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 Alert Admin 		No confirmation those VLCC given to it , profit from where ?

ysh2006      ( Date: 17-Apr-2026 05:29) Posted:

Will YZJM give their new order 8 VLCC to this shipyard to build ?
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ysh2006
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17-Apr-2026 05:29     
 
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 Alert Admin 		Will YZJM give their new order 8 VLCC to this shipyard to build ?
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Panda8
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16-Apr-2026 16:51     
 
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 Alert Admin 		Dividend ex-date 6th May 2026, payment date 14th May 2026
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JAMMIE
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16-Apr-2026 11:45     
 
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 Alert Admin 		you might have a point here. Although I have a slughtly different understanding. One of the reasons why they were able to pickup this significant stake was becuase they are still a Singapore listed company. If they were HK listed I feel they might not have got the approval to pickup the stake. Although its absolutely correct that while listed in SGX they are probably listed at almost a 50%-60% discount than what they will get if they were  in HKEX. Who knows with the sgx-nasdaq tieup it  might be also be a possibilty for them to get access to the US investors and then it will be another story altogeher. 

pursuer76      ( Date: 14-Apr-2026 14:12) Posted:

hard to say. it is precisely with the new investment and the undervalued price, all the more they will consider to delist and list in HKEX. the price there will definitely surpass SGX lousy price.

JAMMIE      ( Date: 14-Apr-2026 13:14) Posted:

not even close to getting privatised especially with the recent investments both by the company and ceo. the BBs keep playing this stock becuase it has big swings and provides them with ample opportunities to pick up some trading money. as a smal linvestor if you have a 3-5 years horizon you will make money, just need to be patient and not watch the swings thatr keep happening. Long term it will go up and keep paying a dividend in the range of 4%-5% as it has clear revenue visibility till 2030. the  profits should also hold, and with the new shipyard coming online in second half of 2026, the capacity will go up and then they will get aggresive with more order wins. also YZJ is very choosy in their orders and focusses on  profitable business.   
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Joelton
Supreme
16-Apr-2026 11:28     
 
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 Alert Admin

Yangzijiang spins off new unit to operate vessel delivery and repair in Nantong

[SINGAPORE] Yangzijiang Shipbuilding : BS6 -0.5% has spun off a new unit to build and run facilities in Nantong, China, for delivering large vessels and carrying out ship repair and conversion work.

In a bourse statement on Wednesday (Apr 15), the mainboard-listed company said the new wholly-owned subsidiary, Jiangsu Yangzi Hongda Shipbuilding and Repair, has a registered capital of US$100 million, funded through the group&rsquo s &ldquo internal resources&rdquo .

The incorporation of Jiangsu Yangzi Hongda Shipbuilding and Repair is not expected to have any material impact on the earnings per share and net tangible assets per share of the group for the financial year ending Dec 31, 2026.

Aside from their stakes in the company, none of its directors or controlling shareholders have any direct or indirect interest in the setting up of the new subsidiary.
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Winnertakeall
Elite
16-Apr-2026 08:46     
 
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 Alert Admin 		Stocks to watch: Business Times
SIA, Yangzijiang Shipbuilding, Keppel DC Reit, Suntec Reit, Olam Group, StarHub   

https://bt.sg/FoMw
 
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Winnertakeall
Elite
16-Apr-2026 07:33     
 
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Yangzijiang spins off new unit to operate vessel delivery and repair in Nantong  

The new subsidiary has a registered capital of US$100 million, funded through the group internal resources

Yangzijiang Shipbuilding : BS6 -0.5%  has spun off a new unit to build and run facilities in Nantong, China, for delivering large vessels and carrying out ship repair and conversion work.

In a bourse statement on Wednesday (Apr 15), the mainboard-listed company said the new wholly-owned subsidiary, Jiangsu Yangzi Hongda Shipbuilding and Repair, has a registered capital of US$100 million, funded through the group internal resources.

The incorporation of Jiangsu Yangzi Hongda Shipbuilding and Repair is not expected to have any material impact on the earnings per share and net tangible assets per share of the group for the financial year ending Dec 31, 2026.

 

dexterderc      ( Date: 15-Apr-2026 21:44) Posted:

https://www.businesstimes.com.sg/companies-markets/yangzijiang-spins-new-unit-operate-vessel-delivery-and-repair-nantong
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dexterderc
Senior
15-Apr-2026 21:44     
 
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 Alert Admin 		https://www.businesstimes.com.sg/companies-markets/yangzijiang-spins-new-unit-operate-vessel-delivery-and-repair-nantong
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Winnertakeall
Elite
15-Apr-2026 10:13     
 
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 Alert Admin

Yangzijiang Shipbuilding (Holdings) Ltd (SGX: BS6)   
The Earnings Growth Story

 

This shipbuilding powerhouse has been surfing on a wave of margin expansion and higher profits over the last five years, on the back of increased pricing power and lower material costs.   

For context, the net margin for Yangzijiang Shipbuilding, or YZJ, expanded from 12.6% in FY2022 to a staggering 30.3% in FY2025, with net profit surging from RMB 2.6 billion to RMB 8.6 billion.   

YZJ rising earnings have closely tracked its share price appreciation over the years, suggesting the multi-year rally is justified by the company higher earnings.   

The key question is: Can the company earnings continue growing?   

With US$22.4 billion (RMB 154 billion) in order backlog, YZJ has decent visibility for its future revenue and earnings.   

For investors, monitoring the orders secured by this shipbuilder is a must to gauge future earnings sustainability. 
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pursuer76
Veteran
14-Apr-2026 14:12     
 
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 Alert Admin 		hard to say. it is precisely with the new investment and the undervalued price, all the more they will consider to delist and list in HKEX. the price there will definitely surpass SGX lousy price.

JAMMIE      ( Date: 14-Apr-2026 13:14) Posted:

not even close to getting privatised especially with the recent investments both by the company and ceo. the BBs keep playing this stock becuase it has big swings and provides them with ample opportunities to pick up some trading money. as a smal linvestor if you have a 3-5 years horizon you will make money, just need to be patient and not watch the swings thatr keep happening. Long term it will go up and keep paying a dividend in the range of 4%-5% as it has clear revenue visibility till 2030. the  profits should also hold, and with the new shipyard coming online in second half of 2026, the capacity will go up and then they will get aggresive with more order wins. also YZJ is very choosy in their orders and focusses on  profitable business.   

pursuer76      ( Date: 14-Apr-2026 12:40) Posted:

looks like some ppl/BBs have been selling down. maybe intentionally suppress price for low-ball privatisation?
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JAMMIE
Member
14-Apr-2026 13:14     
 
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 Alert Admin 		not even close to getting privatised especially with the recent investments both by the company and ceo. the BBs keep playing this stock becuase it has big swings and provides them with ample opportunities to pick up some trading money. as a smal linvestor if you have a 3-5 years horizon you will make money, just need to be patient and not watch the swings thatr keep happening. Long term it will go up and keep paying a dividend in the range of 4%-5% as it has clear revenue visibility till 2030. the  profits should also hold, and with the new shipyard coming online in second half of 2026, the capacity will go up and then they will get aggresive with more order wins. also YZJ is very choosy in their orders and focusses on  profitable business.   

pursuer76      ( Date: 14-Apr-2026 12:40) Posted:

looks like some ppl/BBs have been selling down. maybe intentionally suppress price for low-ball privatisation?
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pursuer76
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14-Apr-2026 12:40     
 
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 Alert Admin 		looks like some ppl/BBs have been selling down. maybe intentionally suppress price for low-ball privatisation?
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Winnertakeall
Elite
13-Apr-2026 12:40     
 
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 Alert Admin 		Why SBB is usually positive for YZj Shipbuilding   

1. Signals management thinks stock is undervalued
  • Buybacks are often done when management believes the share price doesnt reflect intrinsic value
  • This fits recent commentary that the group share price does not accurately reflect intrinsic value
👉 Market takeaway: confidence signal

2. Improves shareholder returns (EPS, ROE)
  • Fewer shares mean higher earnings per share (EPS)
  • Can boost valuation multiples over time
3. Uses excess cash efficiently
  • Buybacks are typically done when the company has strong cash flow / balance sheet
  • Suggests no urgent need for capital elsewhere
4. Provides downside support
  • If they actively buy in the market, it can:
    • Stabilise price
    • Reduce volatility
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JurongW
Elite
12-Apr-2026 13:05     
 
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Yells: "Earnings give weight, Chart give wings"
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 Alert Admin
YZJ should be on the way up this week.
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stockpicker
Master
11-Apr-2026 20:43     
 
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 Alert Admin 		Proposed Shsre buy back

https://links.sgx.com/1.0.0/corporate-announcements/7ZJA5ATPP96JANKM/2066095b18987b8df86df5d9df6bcc27d6be87341f3509ce4b5047cd3a29aeb5
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pursuer76
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09-Apr-2026 13:04     
 
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 Alert Admin 		think need more analyst to raise the TP then got impact. Best is DBS also join in. See YZJ maritime and u will know.
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Joelton
Supreme
09-Apr-2026 11:17     
 
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UOBKH raises Yangzijiang Shipbuilding target price to S$4.75 on Seaspan stake

It will acquire a 10% stake in Poseidon, the holding company of Seaspan, for US$825.7 million

[SINGAPORE] UOB Kay Hian (UOBKH) raised its target price for Yangzijiang Shipbuilding (YZJ) : BS6 +0.76% to S$4.75 on Monday (Apr 6), up from S$4.60. It cited a strategic acquisition that enhances the group&rsquo s &ldquo visibility, stability and growth&rdquo .

UOBKH analyst Adrian Loh maintained a &ldquo buy&rdquo call on the Chinese shipbuilder, following the group&rsquo s announcement that it will acquire a 10 per cent stake in Poseidon, the holding company of Seaspan, for US$825.7 million.

Seaspan operates long-term charters with major liners, providing stable contracted cash flows and counter-cyclical earnings relative to shipbuilders, Loh noted. 

The investment was made at a premium of roughly 2 to 25 per cent over fair value, but Loh believes the &ldquo financially full&rdquo price is justified by strategic considerations. 

These considerations include securing alignment with Seaspan, and likely enhances order visibility going forward, he said. The company indicated that the acquisition would have increased 2025 pro forma net profit by around 5 per cent.

&ldquo The investment positions YZJ further upstream in the container ship value chain, providing direct visibility into fleet renewal cycles and global charter dynamics,&rdquo he added.

&ldquo We view the Poseidon investment as a clear step towards vertical integration, linking YZJ more closely with end-demand,&rdquo Loh said. &ldquo As a result, YZJ should now have forward visibility on fleet expansion and replacement needs, thus enabling it to better plan yard capacity, optimise slot utilisation and secure repeat orders.

&ldquo In effect, the company embeds a degree of order pipeline visibility into its business model, reducing earnings volatility and mitigating the traditional boom-bust dynamics of shipbuilding.&rdquo

The brokerage also highlighted the group&rsquo s robust operational performance. 

YZJ secured 22 new vessel orders worth US$980 million in Q1 2026, comprising 17 container ships, four oil tankers and one bulk carrier. Its US$23 billion order book across 256 vessels supports earnings visibility through 2029.

Loh noted that structural drivers remain firmly intact. Demand is underpinned by an ageing global fleet and tightening IMO 2030/2050 decarbonisation regulations, which require fuel-efficient new builds.

He added that the container ship market remains resilient in 2026, with charter rates near post-Covid highs. 

Freight rates have been supported by geopolitical disruptions, including tensions in the Middle East that have pushed China-Europe rates up by around 20 per cent since February 2026.
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Winnertakeall
Elite
08-Apr-2026 13:17     
 
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 Alert Admin

A Look At Yangzijiang Shipbuilding (SGX:BS6) Valuation After Securing US$0.98b In New Vessel Contracts

Contract win and why it matters for Yangzijiang Shipbuilding (Holdings) (SGX:BS6)
https://simplywall.st/stocks/sg/capital-goods/sgx-bs6/yangzijiang-shipbuilding-holdings-shares/news/a-look-at-yangzijiang-shipbuilding-sgxbs6-valuation-after-se
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emailpeter
Veteran
06-Apr-2026 10:42     
 
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 Alert Admin 		https://marketing.utrade.com.sg/e3t/Ctc/L1+113/d4GP3-04/VVm6m73lNZWyW21FcCQ1cv476W1FPBGm5MwVlWN2bpb_C5nR3bW50kH_H6lZ3nVN4sH1pGpnfv0W5ch4zf1Jts0cW8bmdkT4VZr7TVFdLbb37BV9wN34rQHMQjXq_W8D26kW8bdXVlW2YxlqT38-3fxW7cZ5Z-6QSTjyW84qB3Q7k0l8CW54Xh7_7_QspMW9jXLMM7xWXHqW3ZnKb-7Kh7_8W3PN4TC60YMXVW8dzGMY9874PRW7wSFNY1Dh4rYV5Xk1Z3mZcJGW7Slrps6jjQkfW6g52zL8cXXCGN8z0Sn8n8tC2W1g2WXH1VB3dKW9bdgjJ1ql44gW8Hw1rJ4Dg7ZJW6VNS3n1cCrGZVTwwTz6SwszHN2VWVrzwYpMvW2W8nm532b5cdW5Kps_S45rn4ZV4Wn-461Z9H9W25yLgq5vX4nDW6bLWpH2Vh1_FW7b-Q3w8LyCtfW5w1lr53Dj85NdMY4Fn04
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