Latest Forum Topics /
YZJ Shipbldg SGD
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Oceanus major business model restructure
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blesspeggy
Senior |
15-Sep-2025 11:18
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YZJ 3Q BUSINESS REVIEW ON 6 NOV'25(Tentatively) $YZJ Shipbldg SGD (BS6.SG)$ Expected to: 1. Announcement of Hapaq Lloyd US$2B Ship orders. 2. Announcement of MAERSK US$2B Ship orders. Total US$6B done. DYOD. | ||||
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Winnertakeall
Elite |
15-Sep-2025 10:55
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Minerva $YZJ Shipbldg" refers to a news report about Greek shipowner Minerva Marineplacing provisional orders for new feeder container vessels at the China-based shipbuilder Yangzijiang Shipbuilding (YZJ Shipbldg). The Greek owner, led by Andreas Martinos, has reportedly booked two firm vessels at YZJ Shipbuilding and an option for two more, with deliveries expected between late 2027 and 2028.
The Context
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blesspeggy
Senior |
15-Sep-2025 09:53
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YZJ NEW SHIP ORDER AS AT 15/9 WORTH US$66M FROM MINERVA $YZJ Shipbldg SGD (BS6.SG)$ Minerva Marine firms up feeder options at Yangzijiang Adis AjdinSeptember 15, 2025 | ||||
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pkli899
Supreme |
12-Sep-2025 13:49
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Not sure below got anybody update before. Japan Lepta Shipping ordered two 48k cu m LPG carriers. Not sure of the value but should be over USD 70m each. |
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blesspeggy
Senior |
11-Sep-2025 17:28
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CMA CGM RESPONSE TO USTR PORT FEES $YZJ Shipbldg SGD (BS6.SG)$ USTR 301 will not deter shipbuilding order to China Shipyards. CMA CGM decides against surcharge for US fees despite adding to Chinese-built fleet Liner giant says adjustments have minimised exposure to charges | ||||
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pkli899
Supreme |
11-Sep-2025 15:17
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Yes, right now is all the feeders (smaller capacity vessels) replacement. There are still many bigger boxships that need upgrading or total replacement. All these mean shipyards will be kept busy for at least a decade or so. |
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BinderyT
Elite |
11-Sep-2025 15:11
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I think it shows that the supercycle of refresh has not completed yet.
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pkli899
Supreme |
11-Sep-2025 15:05
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Barely 2 weeks after their update on 29 Aug, multiple new contracts have been won. Though the exact value is not known, it should be around USD 400 - 500m. Making the total value of about USD 2 Bn to date. Slightly more than a qtr to go before year end, it is very likely to hit USD 3 Bn for the full year. Not too bad a figure despite so much head wind. |
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blesspeggy
Senior |
11-Sep-2025 08:41
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YZJ SHIP BUILDING COMPLETION AS AT 11/9 $YZJ Shipbldg SGD (BS6.SG)$ YTD:31 vs. 56 Ships Completed. 生 产 速 递 】 为 MSC建 造 的 第 九 艘 LNG双 燃 料 16000TEU集 装 箱 船 ?MSC LINZIE?轮 交 付 离 厂 扬 子 江 船 业 2025年 09月 11日 08:35 听 全 文 | ||||
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blesspeggy
Senior |
11-Sep-2025 07:30
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YZJ NEW SHIP ORDER AS AT 10/9 WORTH US$400M $YZJ Shipbldg SGD (BS6.SG)$ Andreas Martinos sees feeder fleet hit a dozen ships with fresh addition Greek owner builds on his early lead in investing in modern, small container ships The 1,800-teu Little Emma was the first container ship built by Jiangsu New Yangzi Shipbuilding for Greek shipowner Minerva Marine.Photo: Jiangsu New Yangzi Shipbuilding Harry Papachristou TradeWinds correspondentAthens Published 10 September 2025, 19:45 Minerva Dry, one of the earliest Greek companies to invest in modern feeder container ships, has added yet another vessel to its growing fleet. The move pushes its total outlay in the segment to almost $400m so far. | ||||
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Ovywind
Veteran |
11-Sep-2025 06:54
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Great news ... today 3.3 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀
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blesspeggy
Senior |
10-Sep-2025 18:44
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YZJ NEW SHIP ORDER AS AT 10/9 WORTH US$180M $YZJ Shipbldg SGD (BS6.SG)$ Special attention｜ Returning to Chinese shipyards, this Greek shipowner also joined the wave of regional ship orders Original Xue Longyu China Ship Inspection September 10, 2025 17:52 Read the full story Recently, orders for new regional container ships have continued to emerge. Danaos, one of the world's largest independent container ship owners, is also rumored to have joined the order list. A Chinese shipyard has ordered 2 new medium-sized container ships to be built, with a total cost of nearly 0.18 billion US dollars. | ||||
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blesspeggy
Senior |
10-Sep-2025 17:14
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KOREA HD HYUNDAI SHIPPING COMPANY RIOTS $YZJ Shipbldg SGD (BS6.SG)$ 又 开 始 了 ....船 厂 起 重 机 被 占 领 Original 龙 de船 人 龙 de船 人 2025年 09月 10日 16:22 听 全 文 因 薪 资 谈 判 陷 入 僵 局 ， HD现 代 旗 下 造 船 子 公 司 再 次 发 起 联 合 罢 工 ， 劳 资 纠 纷 愈 演 愈 烈 ， 船 厂 生 产 已 受 到 影 响 。 冲 突 升 级 ， 船 厂 起 重 机 被 非 法 占 领 据 《 朝 鲜 日 报 》 消 息 ， 继 9月 9日 进 行 部 分 罢 工 后 ， HD现 代 重 工 工 会 于 9月 10日 上 午 9点 起 再 次 举 行 长 达 7小 时 的 局 部 罢 工 ， 并 于 同 日 发 起 占 领 HD现 代 重 工 蔚 山 船 厂 起 重 机 的 抗 议 活 动 ， 企 图 以 此 加 快 解 决 薪 资 谈 判 问 题 。 | ||||
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blesspeggy
Senior |
09-Sep-2025 21:16
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YZJ LOI US$2.1B= HAPAG LLOYD 12X16800TEU? $YZJ Shipbldg SGD (BS6.SG)$ Next coming. | ||||
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blesspeggy
Senior |
09-Sep-2025 17:25
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YZJ NEW SHIP ORDER AS AT 09/9 Worth US$70M $YZJ Shipbldg SGD (BS6.SG)$ YTD: 39 Ships orders won. South Korean shipowner Dongjin inks its first newbuilding order in China The feeder liner company ordered three newbuildings at Yangzijiang Shipbuilding Irene Ang TradeWinds correspondentSingapore Published 9 September 2025, 15:14 South Korean feeder liner operator Dongjin Shipping is said to be expanding its fleet with three new container ships after inking its first known order in China. The Seoul-based company has placed an order worth nearly $70m for feeder ships at Yangzijiang Shipbuilding. | ||||
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Charlie13
Member |
09-Sep-2025 16:04
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New Win by YZJ. |
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Ovywind
Veteran |
09-Sep-2025 14:29
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Fully ageeed , I made good money in this stock I believe in them since one must know how to read balence sheet only jokers speaks nonsense
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BinderyT
Elite |
09-Sep-2025 10:33
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You can ignore this retard. He' s the one with zero shares but spamming all over SJ telling people to sell during Liberation Day crash. Those of us who ignored him and bought below $2 now laughing all the way to the bank while he comes and bark like a stupid dog occasionally.
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pkli899
Supreme |
09-Sep-2025 10:28
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Think need a little more time before getting there. | ||||
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huattuatua
Elite |
09-Sep-2025 09:06
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hopefully today bbs will help yzj push it to 3.32, historical new high. |
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