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YZJ Shipbldg SGD
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The Only Shipbuilding Blue Chip in SGX!
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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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unclebond
Master |
27-May-2025 22:20
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My personal view is that Ship orders are full for the next 2-3 years so the new orders will not affect FY 2025. Hold for long term should be OK | ||||
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AhTan888
Senior |
27-May-2025 20:47
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Thank you BinderyT , Loudshout and pc1134 | ||||
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beng1102
Elite |
27-May-2025 20:03
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Short selling is marginally above the average today and price is up. Likely to continue to rebouce.
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BinderyT
Elite |
27-May-2025 19:12
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can tell that u don' t own a single stock here or the other forums u spam. get a life lah.
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BinderyT
Elite |
27-May-2025 19:08
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6 Nov 24. Anyway, additional 6 ships from that contract is now back on the negotiation table.
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dontbetray
Master |
27-May-2025 18:07
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can tell u r putting brave front
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LoudShout
Master |
27-May-2025 12:47
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signed in 2013 for delivery in 2026 and 2027, 1 vessel about $160 to $180 million.
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pc1234
Member |
27-May-2025 11:42
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Seem like it was last October
https://www.offshore-energy.biz/hapag-lloyd-unveils-4b-green-financing-for-24-lng-dual-fuel-boxships/
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AhTan888
Senior |
27-May-2025 10:33
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When was this? Current or previous signing?
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blesspeggy
Senior |
27-May-2025 10:30
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https://tinypic.host/image/Hapaq-Lloyd.3YF0Qb | ||||
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LoudShout
Master |
27-May-2025 09:38
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Sink...ing Ship...Change of beneficiary of Trust, makes no difference.. Just like the finance arm, talking of spin off.. just spinning and share price falls below its recent private placement leve... | ||||
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pkli899
Supreme |
27-May-2025 09:12
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His increase (deemed interest, not directly own) is solely because he is added as a beneficiary of the family trust. Prior to this, senior Ren was sole beneficiary. Likewise for YZJFH, he also became substantial shareholder due to this move. This is seen as purely a family affair of passing down the fortune. Nothing political. |
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dontbetray
Master |
27-May-2025 01:42
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He made significant sacrifices to demonstrate confidence to the investor, despite knowing the price would face substantial hurdles to increase. i suspect there is politic behind the scene he was requested to do
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blesspeggy
Senior |
26-May-2025 20:45
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Ren becomes substantial Shareholder of 29% for $1B share. Hor Seh Liao. | ||||
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beng1102
Elite |
26-May-2025 19:54
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Short selling volume has dropped below the average today. A likely profitable sign to buy low sell high.
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dontbetray
Master |
26-May-2025 18:10
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u watch rothschild conspiracy lah. jewish dont like tariff. obviously he dont give a damn how ppl feel
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morgany
Veteran |
26-May-2025 15:41
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I think Fed will cut rates if Trump listen to Israel and restock Israel with fire power... Fed are under the mercy of the Jewish funds
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dontbetray
Master |
26-May-2025 14:49
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i tot predictable is he going to be unpredictable, so much so for just gold until his objective is achieve fed cut the rate
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MrBear12
Supreme |
26-May-2025 13:08
Yells: "Cast all our anxieties on Jesus for He cares for us" |
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Better to be in yzj than in carry trades involving the yen.
Market is risk off for now. Trade without carry
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