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YZJ Shipbldg SGD
Last:4.72
+0.06
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The Only Shipbuilding Blue Chip in SGX!
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Elf2000
Elite |
13-Aug-2026 16:48
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Today don't think so😃
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tccroy
Elite |
13-Aug-2026 14:06
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Lau hong then pump air again, who knows
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tccroy
Elite |
13-Aug-2026 14:04
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I better hold on to it. Just worry if I sell at the wrong price, Yzj may bounce back and hit ath again. Just follow the tp price of 5.75
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pkli899
Supreme |
13-Aug-2026 14:04
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4.88 then lau hong?? | ||||
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tccroy
Elite |
13-Aug-2026 11:43
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Currently prices are down due to profit takings and short selling. See some signs of recovering and shortists are now being cornered. | ||||
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pursuer76
Veteran |
13-Aug-2026 10:31
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I guess BBs reaped in enough profit already. Time to offload? |
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zstro99
Member |
13-Aug-2026 09:54
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If DBS, CGSI, Citi buy at this current price, then it should go beyond $5 right?...lol | ||||
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tccroy
Elite |
13-Aug-2026 09:09
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Yes, today will touch $5
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huattuatua
Elite |
13-Aug-2026 09:07
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18 more cts to an all impt milestone of 5 bucks go go go go yzj :))))) |
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dexterderc
Senior |
12-Aug-2026 16:44
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Will it close at ATH again today? 😝
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Joelton
Supreme |
12-Aug-2026 12:22
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DBS and CGSI raise targets for YZJ Shipbuilding on the back of record earnings and &ldquo eye-popping&rdquo shipbuilding margin Analysts have upgraded their target prices for Yangzijiang Shipbuilding after the China-based but Singapore-listed shipbuilder reported record earnings for its most recent 1HFY2026 that featured margins that beat expectations. Reiterating her &ldquo buy&rdquo rating, DBS&rsquo s Ho Pei Hwa raised her valuation to $5.60 in her Aug 11 report from the previous $4.55. Similarly, CGS International&rsquo s Lim Siew Khee and Meghana Kande reinforce their &ldquo add&rdquo rating with a higher target of $5.75 compared to $5.10 previously in their Aug 7 report. For 1HFY2026 ended June 30, YZJ Shipbuilding reported a 28.4% y-o-y rise in net profit to a record RMB5.37 ($1.02) billion, on 36.2% y-o-y higher revenue of RMB17.5 billion. Gross profit grew 42.8% y-o-y to a record RMB6.35 billion, while gross margin expanded 170 basis points to 36.2%. Describing YZJ Shipbuilding&rsquo s performance as a &ldquo strong&rdquo beat in her Aug 7 note, DBS&rsquo s Ho notes that core net profit rose 23% y-o-y to RMB5.2 billion, beating expectations by 12% on &ldquo stronger than expected&rdquo revenue of RMB17.5 billion which is (36% y-o-y higher) and gross margin is 170 basis points higher. Margin for shipbuilding rose by 190 basis points to 37.1%, mainly attributable to the progressive construction of vessels secured at higher contract prices, particularly 24,000 twenty-foot equivalent unit (TEU) ultra-large liquified natural gas (LNG) dual-fuel containerships and 100,000 cubic-metre very large ethane carriers (VLECs) Issuing a follow-up report on Aug 11, Ho elaborates on the investment case for YZJ Shipbuilding. Firstly, she believes that the company is poised to ride the clean energy wave and notes that the firm has at least a 5% cost advantage in relation to peers from China and Korea. This provides YZJ Shipbuilding with a &ldquo wide&rdquo economic moat. The business has also successfully penetrated the LNG carrier market and is pivoting towards less carbon-intensive vessels such as dual-fuel container ships and gas carriers which make up more than 80% of its orderbook. To Ho, the improving sustainability-related revenue could attract more investment interest from ESG funds. Ho notes that the LNG carrier market could be a &ldquo significant&rdquo growth opportunity for YZJ Shipbuilding and alludes to less competition as the segment has high technical barriers to entry. She believes the market has yet to &ldquo fully&rdquo appreciate the potential for earnings growth from its record-high order backlog as well as yard expansion. With a US$22.4 billion orderbook as at June 30, YZJ Shipbuilding&rsquo s yards are full through 2029 with revenue visibility of four years. Ho expects an earnings CAGR of around 10% in the next two years. This will be supported by revenue growth and &ldquo steady&rdquo margins from &ldquo higher&rdquo value containership orders. Believing that YZJ Shipbuilding offers a &ldquo compelling&rdquo growth plus yield story over the next two years, Ho raises her valuation of the stock to $5.60, based on 2.6 times forecasted FY2027 P/B and 10 times P/E, in line with peers&rsquo average. She says the target is justified due to the firm&rsquo s &ldquo consistently high&rdquo ROE of more than 25% and &ldquo lucrative&rdquo 6-7% dividend yield. She expects earnings to peak in 2027 or beyond. Sharing similar optimism with DBS&rsquo s Ho are CGSI&rsquo s Lim and Kande who raise their FY2026-2028 core net profit estimate for YZJ Shipbuilding by 3-8%. They forecast FY2026/2027/2028 shipbuilding gross margin at 37%/35%/33%. With more vessels scheduled for delivery in the second-half of the year compared to the first, the CGSI analysts expect an even stronger performance in 2HFY2026 However, they foresee a slight tapering from late-FY2027 onwards due to lower margins for the new Hongyuan yard during its ramp-up phase versus. YZJ&rsquo s legacy yards and rising equipment prices, especially for engines which are up to 20% more expensive compared to 2024. Lim and Kande also note the management&rsquo s belief that they can negotiate higher prices due to rising enquiries and an appreciating renminbi. They keep their order-win forecast at US$3.5 billion for the year, compared to the company&rsquo s US$4.5 billion target. Reiterating their &ldquo add&rdquo call on the back of YZJ&rsquo s earnings visibility, Lim and Kande value the counter at $5.75, based on 11 times forecasted FY2027 P/E. Key rerating catalysts include stronger-than-expected order replenishment while downside risks include stronger renminbi appreciation and higher equipment costs impacting margins. As at around 3.07 pm on Aug 11, shares in the counter are up 44 cents or 10.5% to $4.64. |
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Joelton
Supreme |
12-Aug-2026 12:21
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Yangzijiang Shipbuilding continues earnings rally, shares up as much as 9.3% [SINGAPORE] Shares of Yangzijiang Shipbuilding : BS6 0% continued their rally on Tuesday (Aug 11), advancing as much as 9.3 per cent. The counter rose to S$4.59 on Tuesday, adding S$0.39 by 10.17 am, with about 34.7 million securities transacted. This added about S$1.5 billion in market capitalisation. The move picked up from a 6.6 per cent rise on Friday, which followed the shipbuilder on Thursday reporting a 28.4 per cent increase in net profit to 5.4 billion yuan (US$800 million) for its first half. The rise in earnings, from 4.2 billion yuan in H1 FY2025, largely came on the back of higher shipbuilding revenue from the progressive construction of vessels secured at higher contract prices. A favourable shift in product mix, towards ultra-large liquefied natural gas dual-fuel container ships and very large ethane carriers, was also a key factor, as was the start of shipbuilding activities at the group&rsquo s new Hongyuan yard. Earnings per share came in at 136.4 fen for the half year, up from 106.02 fen the previous year. Revenue rose 36.2 per cent to 17.5 billion yuan, from 12.9 billion yuan a year earlier. In response, Citi on Friday raised its target price for Yangzijiang Shipbuilding 6 per cent to S$5.16, from S$4.88, and maintained a &ldquo buy&rdquo call. It also raised its full-year 2026 revenue forecast by 16 per cent. This came on the back of management indications that a higher-priced batch of orders will be worked on in the second half of the year, and 53 per cent of vessel target deliveries for 2026 will be during this period. Still, Citi analyst Luis Hilado warned that the &ldquo sustainability of share-price positive momentum will be tied to the next batch of significant order wins coming sooner than later&rdquo . CGS International on Friday similarly raised its target price &ndash from S$5.10 to S$5.75 &ndash as it reiterated an &ldquo add&rdquo rating. The research house raised its 2026 to 2028 core net profit estimates by 3 to 8 per cent on higher gross margin assumptions, following the &ldquo strong&rdquo H1 trajectory and visibility backed by pending deliveries of &ldquo high-value orders&rdquo from 2023 and 2024. |
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zstro99
Member |
12-Aug-2026 10:02
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https://bt.sg/D2JD
HOT STOCK Yangzijiang Shipbuilding continues earnings rally shares gain 11% Shikhar Gupta Published Tue, Aug 11, 2026 · 11:26 AM ? Updated Tue, Aug 11, 2026 · 05:34 PM [SINGAPORE] Shares of Yangzijiang Shipbuilding : BS6 0% continued their rally on Tuesday (Aug 11), advancing by 9.3 per cent in the morning. The counter rose to S$4.59, adding S$0.39 by 10.17 am. It ended the day 11 per cent or S$0.46 higher at S$4.66, after 77 million shares valued at S$350.6 million were transacted. The move picked up from a 6.6 per cent rise on Friday, which followed the shipbuilder on Thursday reporting a 28.4 per cent increase in net profit to 5.4 billion yuan (US$800 million) for its first half. The rise in earnings, from 4.2 billion yuan in H1 FY2025, largely came on the back of higher shipbuilding revenue from the progressive construction of vessels secured at higher contract prices. A favourable shift in product mix, towards ultra-large liquefied natural gas dual-fuel container ships and very large ethane carriers, was also a key factor, as was the start of shipbuilding activities at the group?s new Hongyuan yard. Earnings per share came in at 136.4 fen for the half year, up from 106.02 fen the previous year. Revenue rose 36.2 per cent to 17.5 billion yuan, from 12.9 billion yuan a year earlier. In response, Citi on Friday raised its target price for Yangzijiang Shipbuilding 6 per cent to S$5.16, from S$4.88, and maintained a ?buy? call. It also raised its full-year 2026 revenue forecast by 16 per cent. This came on the back of management indications that a higher-priced batch of orders will be worked on in the second half of the year, and 53 per cent of vessel target deliveries for 2026 will be during this period. Still, Citi analyst Luis Hilado warned that the ?sustainability of share-price positive momentum will be tied to the next batch of significant order wins coming sooner than later?. CGS International on Friday similarly raised its target price ? from S$5.10 to S$5.75 ? as it reiterated an ?add? rating. The research house raised its 2026 to 2028 core net profit estimates by 3 to 8 per cent on higher gross margin assumptions, following the ?strong? H1 trajectory and visibility backed by pending deliveries of ?high-value orders? from 2023 and 2024. |
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Winnertakeall
Elite |
12-Aug-2026 09:54
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DBS and CGSI raise targets for YZJ Shipbuilding on the back of record earnings and ' eye-popping' shipbuilding marginAnalysts have upgraded their target prices for Yangzijiang Shipbuilding after the China-based but Singapore-listed shipbuilder reported record earnings for its most recent 1HFY2026 that featured margins that beat expectations.
Reiterating her buy rating, DBS Ho Pei Hwa raised her valuation to $5.60 in her Aug 11 report from the previous $4.55. Similarly, CGS International Lim Siew Khee and Meghana Kande reinforce their add rating with a higher target of $5.75 compared to $5.10 previously in their Aug 7 report. For 1HFY2026 ended June 30, YZJ Shipbuilding reported a 28.4% y-o-y rise in net profit to a record RMB5.37 ($1.02) billion, on 36.2% y-o-y higher revenue of RMB17.5 billion. Gross profit grew 42.8% y-o-y to a record RMB6.35 billion, while gross margin expanded 170 basis points to 36.2%. |
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tccroy
Elite |
11-Aug-2026 18:28
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Expecting to have overlapping ATH to reach TP $5.75
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Elf2000
Elite |
11-Aug-2026 18:22
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Closed at ATH congrats to all! | ||||
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pkli899
Supreme |
11-Aug-2026 16:49
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Wow, my long lost friend. Nice to hear from you again. All the best. 
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Elf2000
Elite |
11-Aug-2026 16:46
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20cts to 30cts dividend🤔 50%+
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Panda8
Master |
11-Aug-2026 16:36
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Already waited for many 10 years..... $240,000 is worth to wait .......if really 30 cents dividend ......
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Elf2000
Elite |
11-Aug-2026 16:26
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Precisely... still got long way to next May, price might swing like a roller coaster.
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