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tch77_pt75 Veteran	13-Aug-2026 16:12        tch77_pt75 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Same for YZJ FH too. But I guess it is just a story to spin and create hope!
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HVRRVH Elite	13-Aug-2026 15:24        HVRRVH About Contact  Quote this Post!
x 1   x 0  Alert Admin	With the benefit of 1H26 results, I would love to hear old Ren come out to say something about the share price again. He was complaining and lamented that YZJM should be trading at $0.90 at least but yet the company dare to tell market it has a drop of profit yoy of 29%! It has last bought back it shares at $0.58 and will it act again now that the share price is trading at $0.57? What the market has been told is that a $500m sales has been lined up for the next 3 years but how much is the profit out of this $500m? If it is 10% then it is only $50m over 3 years, hardly to set any pulse racing. The market has high hope and pushed up the price to as high as $0.66 on results day but the moment the results were released, we all know the share price is going to tank. Now it has been 2 days in a row so I guess it is good time to hear from old Ren again with his view of $0.90 at least share price. Does he still think the same?
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pkli899 Supreme	13-Aug-2026 13:57        pkli899 About Contact  Quote this Post!
x 0   x 0  Alert Admin	As I said & many as well, patient is the key to success for this counter. 2nd half results probably will be like 1st half. We will see from 2027 onwards. So, now is accumulation whenever possible.
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tch77_pt75 Veteran	13-Aug-2026 13:42        tch77_pt75 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Just stay sideline, likely to have further downsides as YJZ Maritime only recover end of next year ? can buy if you have the patience to wait and have no other place to invest.
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pasttime Supreme	13-Aug-2026 09:43        pasttime About Contact  Quote this Post!   Yells: "gold silver are real money. not others iou."
x 0   x 0  Alert Admin	think this will be range 57 to 62 for a while. any share buy hack.  any long term charter, any new build, or new build sold helps.  will get better with time as ship complete build and deliver.
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Hawkeye Master	13-Aug-2026 09:25        Hawkeye About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	YZJ Maritime with 120+ vessels incl 60+ newbuild, easily gives the intrinsic value of more than $1.
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Winnertakeall Elite	12-Aug-2026 17:04        Winnertakeall About Contact  Quote this Post!
x 0   x 0  Alert Admin	The recent drop doesn' t necessarily change the longer-term story. For a company like this,  accumulation can take time, especially after a strong run-up. I would not expect it to immediately rebound just because the fundamentals remain attractive. DYDD
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tonytony Veteran	12-Aug-2026 16:17        tonytony About Contact  Quote this Post!
x 0   x 0  Alert Admin	The SSB will bury the shortlists
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pursuer76 Veteran	12-Aug-2026 15:13        pursuer76 About Contact  Quote this Post!
x 0   x 0  Alert Admin	just started dropping. what makes it so interesting to add?  Winnertakeall      ( Date: 12-Aug-2026 10:28) Posted: The 5.5-cent drop today is starting to make YZJ Maritime more interesting for adding,  YZJ Maritime was about  S$0.595, down 7.75%, following the 1H results.    Why the market is selling The headline 1H numbers were mixed: Total income  +49.3% to US$81.6m PATMI  -29.4% to US$44.9m Maritime asset operating expenses jumped  186% to US$26.9m JV/associate income fell  52.1% There was also a  US$5.6m currency revaluation loss.   So today fall is understandable investors are focusing on the lower profit rather than the strong revenue growth. But I see a longer-term positive The important part is that YZJ Maritime is  building its maritime asset base. It added 10 vessels and now has  53 vessels in its order book.    It also has a  zero-borrowing/net-cash balance sheet, which gives it considerable flexibility to acquire more vessels.
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Joelton Supreme	12-Aug-2026 11:29        Joelton About Contact  Quote this Post!
x 0   x 0  Alert Admin	Ho of DBS maintains target price of 88 cents for YZJ Maritime    Ho Pei Hwa of DBS Group Research has kept her bullish " buy" call and 88 cents target price on Yangzijiang Maritime Development, noting how this integrated maritime investment platform has in place multiple earnings drivers.   YZJ Maritime, spun off Yangizijiang Financial Holding, which was itself in turn spun off Yangzijiang Shipbuilding, is headed directly by executive chairman Ren Yuanlin, who was instrumental in growing the Yangzijiang " ecosystem" . Ho describes YZJ Maritime as an " asset-light, fully integrated maritime investment platform" that operates a cycle-resilient model combining shipping, which helps generate charter income ship financing, which gives interest income shipbuilding and fee income from shipbroking. Ho points out that YZJ Maritime leverages partnerships with operators and shipyards rather than owning heavy fixed assets, enabling flexible capital deployment and optimised capital allocation across cycles, as shipping and shipbuilding tend to be counter-cyclical and can help smooth earnings volatility. In the coming few years, she expects the company to enjoy double-digit earnings growth of between 15 and 20%, " if not higher" , from capital deployment and industry tailwinds. Ho believes that growth will be driven primarily by accelerating capital deployment into higher-yielding maritime investments and newbuild projects, predominantly tankers and bulk carriers. " Structural tailwinds remain supportive, including IMO-driven decarbonisation requirements and the replacement of an aging global fleet averaging between 14 to 16 years, which are fuelling a new shipbuilding cycle. " Further upside could come from balance sheet leveraging and scaling of maritime funds, enhancing returns and earnings visibility," she adds. At 61 cents, YZJ Maritime trades at around 0.9x FY2026 P/B and 10x FY2026 PE, which Ho views as undemanding relative to its growth outlook. As capital deployment accelerates and ROE expands from 6% towards 8&ndash 10%, Ho sees scope for multiple re-rating. She is keeping her target price of 88 cents on which is based on 1.4x P/B multiple , which implies around 17x FY2026 PE, in line with global peers, supported by its asset-light model, earnings growth visibility, and improving dividend outlook of between 3 to 4%. For her, key risks include slower-than-expected capital deployment affecting yields, cyclical nature of shipping and shipbuilding. However, Ho believes that YZJ Maritime&rsquo s fully integrated maritime investment significantly mitigates such volatility. She warns too of execution risks around newbuild projects such as cost overruns, delivery delays and counterparty risks in finance leases reducing profitability potential geopolitical and regulatory risks. YZJ Maritime Development shares, as at 2.18 pm on Aug 11, is changing hands at 66 cents each, up 5.65% thus far today, and is up 3.97% year to date.
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Joelton Supreme	12-Aug-2026 11:28        Joelton About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yangzijiang Maritime&rsquo s Total Income Increases 49% in 1H2026 Growing Pipeline of Newbuild Maritime Assets for Greater Value Creation Opportunities Growth in total income in 1H2026 driven by the strong performance and strategic expansion of its core Maritime Business, reflecting the Group' s focus on building a resilient, high-quality earnings base.   While the expansion of its core Maritime Business has resulted in higher operating costs, it strengthens the Group' s ability to harness greater value creation opportunities through strategic asset monetisation and resale opportunities with a growing pipeline of newbuild maritime assets. Robust balance sheet with net assets of approximately US$1.8 billion (S$2.3 billion) and net assets value per share (excluding treasury shares) of 47.47 US$ cents (60.87 S$ cents) as at 30 June 2026.   Over the past 9 months, the Group has entered into sale contracts to monetise 12 newbuild vessels, with an aggregate gross contract value of approximately US$500 million, which are expected contribute positively to the Group&rsquo s financial performance in FY2026, FY2027 and FY2028, subject to completion, delivery schedules and applicable accounting recognition, barring unforeseen circumstances.   Supported by a positive outlook, the Group continues to advance progressively on its strategic roadmap to build a stronger foundation, enhancing its standing as a maritime-focused investment and solutions platform globally. Commenting on the results for 1H2026, Executive Chairman and CEO of Yangzijiang Maritime, Mr. Ren Yuanlin said, &ldquo Since our listing in November, we have been building a stronger foundation to enhance our earnings capacity through the strategic expansion of our Maritime Business, steadily increasing our pipeline of newbuild vessels orders and reinforcing our proven, repeatable asset-light business model. Given the two to three year shipbuilding cycle, there is a natural transition period before our maritime investments are realised, during which upfront capital commitments and expenses are required.   Underpinned by deep maritime expertise and established global network, our strategy of entering into sale contracts early enables us to lock in reasonable capital gain returns, while providing earnings visibility ahead as the vessels are progressively delivered accordingly. Supported by a disciplined capital recycling strategy and a strong balance sheet, we aim to expand both our recurring operating income base and capital gains returns ahead, creating long-term value for our shareholders.&rdquo     See link for full media release: https://links.sgx.com/FileOpen/YZJ%20Maritime%20-%201H2026_PR_final.ashx?App=Announcement& FileID=900366
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Winnertakeall Elite	12-Aug-2026 10:28        Winnertakeall About Contact  Quote this Post!
x 0   x 0  Alert Admin	The 5.5-cent drop today is starting to make YZJ Maritime more interesting for adding,  YZJ Maritime was about  S$0.595, down 7.75%, following the 1H results.    Why the market is selling The headline 1H numbers were mixed: Total income  +49.3% to US$81.6m PATMI  -29.4% to US$44.9m Maritime asset operating expenses jumped  186% to US$26.9m JV/associate income fell  52.1% There was also a  US$5.6m currency revaluation loss.   So today fall is understandable investors are focusing on the lower profit rather than the strong revenue growth. But I see a longer-term positive The important part is that YZJ Maritime is  building its maritime asset base. It added 10 vessels and now has  53 vessels in its order book.    It also has a  zero-borrowing/net-cash balance sheet, which gives it considerable flexibility to acquire more vessels.
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tch77_pt75 Veteran	12-Aug-2026 10:11        tch77_pt75 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Drop is fast? rise is slow? lol
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tonytony Veteran	12-Aug-2026 09:52        tonytony About Contact  Quote this Post!
x 0   x 0  Alert Admin	added some @0.59.
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pasttime Supreme	12-Aug-2026 09:15        pasttime About Contact  Quote this Post!   Yells: "gold silver are real money. not others iou."
x 0   x 0  Alert Admin	at 59.5    some share buy back may happen
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pasttime Supreme	12-Aug-2026 08:08        pasttime About Contact  Quote this Post!   Yells: "gold silver are real money. not others iou."
x 0   x 0  Alert Admin	in spring one plant, summer to grow, autumn to harvest and winter to rest. yzjm set of results is like the cycle. it is now in early summer. a growing state. surely what is planted will reap good harvest. it will grow will time.   imagine 12 vlcc each let said can sell 135m. 12x135=1620. 15% profit will be 243m over 3 years.  many other ships. what they doing is like early days real estate developers.  buy land build, pile sell and  lock in profit.  reporting of profit will be after build, delivery etc. not a immediate sudden win stock. but with patient and time is high probability win. you want sure win 80win/20lost with time or 20win/80lost sudden burst? short term the shorts will rule. but as time past they will cover and turn. when ? who knows. they control the time, we small retail just used spare money buy low, hold and sell high later. dyodd
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HVRRVH Elite	12-Aug-2026 02:03        HVRRVH About Contact  Quote this Post!
x 0   x 0  Alert Admin	Agree with Volvo. If without sale of any vessels and yet, with $500m sales expected throughout the next 3 years, YZJM already can generate profits of almost $45m for 1H26, then investors can expect much higher profits will the sales started to take place. But market is unpreditable and often driven by sentiment so let' s see how market react.
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volvo125 Master	12-Aug-2026 01:12        volvo125 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Diving even deeper into the P& L, specifically on the Income details, at operating level (Pg 22~23) :- The description of Income mentioned in the section include :- 1.  Interest income from Cash mgt products, FD, Pte Credits, FVTPL assets held 2.  MF related :- Chartering income, interest income from financial leases 3.  FVTPL changes (gain/loss), gain/loss from derivative financial instruments (likely due to hedging) 4.  Govt rebates, GST remission, compensation from legal settlements This is the baseline total income, still growing, and are derived mainly, and only, from Interest, dividends and Chartering incomes on all existing investments. Note that there is no mention of profit derived from the sales of any vessels. YMD might have earlier on various occasions in the past months announced the sales of certain vessels but these vessels are still building and not yet delivered to realise the accounting profit. Going forward with RenYL actively focus on cutting deals to sell vessels, we could expect to see the P& L entry of these recurring sales of vessels profit to come in progressively to very significantly bump up the baseline income as and when YMD delivers the completed vessels to its clients.
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volvo125 Master	12-Aug-2026 00:03        volvo125 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Looking deeper into the P& L ... 1.    OP (operating profit) 1h26 $48.9m vs 1h25 $41.6m 2a.  Assoc 1h26 $7m vs 1h25 $$14.6m 2b.  Other gains (exchange) 1h26 -$56m vs 1h25 +$16.1m. 2c.  Assoc + Other gains : 1h26 $1.4m vs 1h25 $30.7m, difference -$29.3m (negative impact) At operating profit level $48.9 vs $41.6m, 1H26 OP was up ~18% against 1H25 inspite of the significant increase in MF operating cost. This performance is good and matter, because this shows that the mgt is running the core maritime biz very well to ensure the growth in income generation can outpace the increase in cost so as to generate a 18% increase in OP which is important. Below operating level, the coy definitely cannot control how well its asscociates are doing, and certainly not God to control the translation exchange rate on its financial asset revaluation for financial reporting. Assoc + Other gains negatively impacted the 1h26 PBT (profit before tax) by $29.3m, which was the key reason for the 1h26 NPAT to decline to $44.3m, not the increase the MF operating cost. YMD core maritime biz is still solidly growing.
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Winnertakeall Elite	11-Aug-2026 23:05        Winnertakeall About Contact  Quote this Post!
x 0   x 0  Alert Admin	The Edge Singapore Yangzijiang Maritime reports 29.4% y-o-y decline in patmi to US$44.9 mil for 1HFY2026 https://www.theedgesingapore.com/news/results/yangzijiang-maritime-reports-294-y-o-y-decline-patmi-us449-mil-1hfy2026
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