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YZJ Shipbldg SGD
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The Only Shipbuilding Blue Chip in SGX!
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pkli899
Supreme |
29-May-2025 16:55
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Very good view. So straight forward, yet never cross my mind. YZJSB margin is very high indeed.
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Elf2000
Elite |
29-May-2025 16:07
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Some positive news tml should have spark! | ||||
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Trader-101
Supreme |
29-May-2025 12:02
Yells: "Don't trust what i say, Trust your decisions. " |
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Seatrium and YZJSB operate very differently. Seatrium has to compete through contract bidding, which keeps profit margins low. Even though their order book extends to 2031, the thin margins mean there is little buffer if global conditions change.
YZJSB, however, does not bid for contracts - clients approach them directly because their ships offer strong value and quality. This gives YZJSB more control over pricing and better profitability. In terms of markets, Seatrium is more exposed to the Americas, while YZJSB has a more diversified global reach with limited direct exposure to the U.S. Not going to further elaborate, rather not hurt the feelings of Seatrium supporters. |
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BinderyT
Elite |
29-May-2025 11:02
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Both share prices are almost the same. YZJ earns 16 cents per share, Seatrium earns 4.5 cents per share. YZJ is weighed down by anti-China port rules. Seatrium is trading way above P/E average. You decide which will go up over next 1 year.
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MrBear12
Supreme |
29-May-2025 10:54
Yells: "Cast all our anxieties on Jesus for He cares for us" |
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You have not read my rocketing to moon thread | ||||
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Tob231
Elite |
29-May-2025 10:45
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listen to Seatrium supporters " Business update is always the case.......as good as not saying anything. I very much prefer qtrly reporting." Not so exciting .... How about dividends ? Seatrium - no dividends in the past. 2025 meager amount $0.015 ... so pathetic YZJ has been issuing dividend 2025 payout $0.12 CEO Chris Ong talk lawa, increase his pay but the share price is languishing ... Unless he step up, otehrwise YZJ will definitely be a better stock than Seatrium |
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Tob231
Elite |
29-May-2025 10:36
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volume traded Seatrium is sluggish 5.2m whereas YZJ surged ahead to 5.6m |
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Tob231
Elite |
29-May-2025 10:32
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Same 2.08/2.09 common shares 3.9B, same sector 🤔 YZJ 432k/175k Seatrium 1,349k/2101k YZJ dropped from ~ $3.30 whereas Seatrium ~ $2.58 |
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Tob231
Elite |
29-May-2025 10:27
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If i have to choose either one, YZJ and Seatrium, probably will go for YZJ. Likely to move up faster just my thinking .... dyodd |
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Tob231
Elite |
29-May-2025 10:24
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YZJ is moving ahead of Seatrium. Price is little difference and volume is also about the same 5m, but the buy and sell volume is quite wide common shares for Seatrium and YZJ is also about the same 3.9B Vol for buy and sell is rather high for Seatrium ... |
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Tob231
Elite |
29-May-2025 10:14
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Let' s see which one will power ahead .... today is 29 may 2025 | ||||
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Tob231
Elite |
29-May-2025 10:12
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YZJ and Seatrium price eclipses at 2.07/2.08, such a beeautiful occurence | ||||
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AhTan888
Senior |
28-May-2025 18:15
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It says Hapag is talking to various yards and ONE talking to Korean yard. Never mentioned YZJ
Let's keep our fingers crossed.
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AhTan888
Senior |
28-May-2025 18:09
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https://splash247.com/one-and-hapag-lloyd-line-up-more-than-30-newbuild-contracts/
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PQTPQK
Supreme |
28-May-2025 16:19
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today news??
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pkli899
Supreme |
28-May-2025 16:17
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LOL.....if this materialised, means 2/3 of their full year target reached. | ||||
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blesspeggy
Senior |
28-May-2025 16:13
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HAPAQ-LLOYD ABOUT TO SIGN 20 X CONTAINERS SHIPS with YZJ Worth About US$4B 30艘 大 型 集 装 箱 船 订 单 即 将 敲 定 中 国 船 检 2025年 05月 28日 15:36 听 全 文 航 运 分 析 机 构 Alphaliner报 告 称 ， 随 着 全 球 集 装 箱 船 订 单 量 逼 近 1000万 TEU的 历 史 峰 值 ， 海 洋 网 联 船 务 （ ONE） 和 赫 伯 罗 特 （ Hapag-Lloyd） 即 将 在 亚 洲 敲 定 大 规 模 新 船 订 单 . ONE正 与 HD现 代 重 工 洽 谈 订 购 最 多 12艘 16000TEU的 集 装 箱 船 ， 这 笔 交 易 估 值 达 26亿 美 元 ； 而 赫 伯 罗 特 正 与 多 家 船 厂 商 讨 订 购 最 多 12艘 12000至 13000TEU船 舶 及 8艘 16000TEU的 船 舶 。 | ||||
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kt3152
Supreme |
28-May-2025 09:22
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Congrats to those who bought cheap.... | ||||
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beng1102
Elite |
28-May-2025 09:19
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As long as short selling continue to moderate the share price is likely to stop falling.
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blesspeggy
Senior |
28-May-2025 07:20
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YZJ Shipbldg SGD will win a 6X16000TEU from HAPAG-LLOYD worth US$1.2B. YZJ Shipbldg SGD may win back the Order from Hapag-Lloyd, and the competition in shipbuilding between China and South Korea is rekindled. Ship revitalization and maritime exploration. May 27, 2025 08:08, listen to the full text. China YZJ Shipbldg has taken the lead in order negotiations again. The German shipping company Hapag-Lloyd has restarted negotiations with China YZJ Shipbldg Group regarding the construction project of six 16,000 TEU LNG dual-fuel container ships. This marks the revival of the dominant position of Chinese shipyards in this batch of orders. These six ships are part of an option project included in the contract for 12 vessels of the same type signed between Hapag-Lloyd and YZJ Shipbldg in 2023. Although earlier this year, due to restrictions from the U.S., Hapag-Lloyd signed a letter of intent with South Korea's Hanwha Ocean, the current negotiation trends indicate that Chinese shipyards are regaining the initiative. The cost gap is evident, making China CSSC more attractive. In terms of construction costs, Chinese shipyards show overwhelming advantages. According to TradeWinds, the Quote for similar vessels at YZJ Shipbldg SGD is approximately 0.19 billion dollars, while the construction cost in South Korea reaches 0.225 billion dollars, resulting in a price difference of 35 million dollars per ship. Amid high inflation and financing pressures, Hapag-Lloyd's return to YZJ Shipbldg SGD is a recognition of China CSSC's cost-effectiveness and execution capabilities in high-end green vessel types. The U.S. side is relaxing... | ||||
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