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Latest Forum Topics / YZJ Maritime    Last:0.58    +0.005  Post Reply
Earning season
Winnertakeall
Elite
06-Aug-2026 19:53     
 
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 Alert Admin 		The Edge Singapore
Yangzijiang Maritime sells four newbuild bulk carriers

https://www.theedgesingapore.com/news/offshore-marine/yangzijiang-maritime-sells-four-newbuild-bulk-carriers
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Sunraku
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06-Aug-2026 18:50     
 
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 Alert Admin

Yangzijiang Maritime Accelerates Vessel Monetisation Strategy with the Sale of 4 Newbuild Bulk Carriers




&bull   Signed contracts for the sale of 4 newbuild bulk carriers, which are scheduled to be delivered between April 2027 and May 2028.

&bull   Separately, the first of the 4 new medium-range tankers, which were held for sale under contracts with an aggregate value of US$180 million announced in November 2025, was delivered in 30 July 2026, with the next tanker expected to be delivered in November 2026 and the remaining 2 expected to be delivered in 2027.

&bull   Together, the Group has entered into sale contracts to monetise a total of 12 newbuild vessels for an aggregate gross value of US$500 million over a 9-month period.

&bull   These vessel sale transactions are expected to 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.

Executive Chairman and CEO of Yangzijiang Maritime, Mr. Ren Yuanlin said,

&ldquo Our ability to consistently originate, invest, monetise, and recycle maritime assets is central to the Group&rsquo s long-term growth strategy and a core differentiator of Yangzijiang Maritime.

The continuous sale of our newbuilds demonstrates the repeatability of this business model,

allowing us to crystallise value at attractive points in the market cycle, reinvest capital into the

next pipeline of opportunities.

Looking ahead, supported by our disciplined capital allocation strategy execution and proven

business model, we believe the Group is well positioned to capitalise on emerging opportunities, deliver sustainable earnings growth, and create long-term value for our shareholders within the global maritime industry.&rdquo

YZJ Maritime_Press Release_VesselSales_6 Aug final.pdf

 



 
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SlothSG
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06-Aug-2026 18:25     
 
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 Alert Admin

Music to the ears .....

Yangzijiang Maritime Accelerates  Vessel Monetisation Strategy with  the Sale of 4 Newbuild Bulk Carriers...

 

Together, the Group has entered into sale contracts to monetise a total of 12 newbuild

vessels for an aggregate gross value of US$500 million over a 9-month period.

Huat Kueh 😂
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Winnertakeall
Elite
04-Aug-2026 07:44     
 
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 Alert Admin

Yangzijiang unmasked as Scorpio partner in eight VLCC newbuildings

Ren Yuanlin revealed as the gentleman Emanuele Lauro has teamed up with on newbuilding play Shipbuilding veteran Ren Yuanlin Yangzijiang Maritime Development (YZJ Maritime) has emerged as the Chinese partner Scorpio Tankers is backing in a series of VLCC newbuildings.

The revelation comes after chief executive Emanuele Lauro said that Scorpio Tankers had taken a stake in eight scrubber-fitted VLCC newbuildings

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Winnertakeall
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03-Aug-2026 11:42     
 
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 Alert Admin 		East Asia faces $890bn maritime investment bill
https://splash247.com/?p=243501
 
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pasttime
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28-Jul-2026 16:59     
 
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 Alert Admin 		in my opinion ren is those 胆 大 心 细 type. normally there are some initial partners who will take the delivery. if he heong type he will leverage and go build even more vessels as now with maritime green effort. more and more new ships will be needed. build new yards problems? he got tonnes of experince and groups of people that can help. in worse case as he said more to yzj shipyard. which will not likely happen.  so don' t be scare by people vibrating their fear into you.
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pkli899
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28-Jul-2026 13:52     
 
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 Alert Admin 		Thanks HVRRVH for your post.
Building ships need time.
We will see jump in revenue upon progressive completion of the vessels.
Hence, patient for now.
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HVRRVH
Elite
28-Jul-2026 11:56     
 
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 Alert Admin 		https://www.worldports.org/12-ships-ship-prices-20-lower-how-the-chinese-ship-king-is-reshaping-the-shipbuilding-industry/
https://www.imarinenews.com/36651.html

Old Ren really has connection and knowledge and he really gunho by ordering 12 ships with a new shipyard that only started operation in 2024! A new shipyard that has previously building hull sections only but now will be building various type of vessels for YZJM such as product tankers and bulks carriers. Old Ren is excuting what he outlined before the spin off, i.e., capitalise on the availabe capaity of the 2nd and 3rd tier shipyards and provide them the knowhow in building the ships at at least 20% discount. In other words, YZJM is providing the brain while the shipyards are providing the labour. Of course, market is still uncertain of this business model and waiting to see real money first. Nevertheless, now we know real works are ongoing and YZJM is buidling A LOT of vessels! These vessels either will be sold outright or charter on lease for recurring income and we should know more about its business viability from the upcoming 1H26 results announcement. 
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Winnertakeall
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24-Jul-2026 18:40     
 
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 Alert Admin 		The outlook for  YZJ Maritime  remains positive over the medium term, although it is still a relatively new listed company and earnings may fluctuate depending on how quickly it deploys capital.

Key positives include:
  • Strong balance sheet  The company has a large net cash position and no significant debt, giving it ample capacity to invest in new maritime assets and weather market downturns.   
  • Shipping cycle remains supportive  Demand for replacement vessels, LNG/LPG carriers and fuel-efficient ships is expected to remain healthy, supported by environmental regulations and a global shipbuilding backlog extending several years.   
  • Diversified income streams  Unlike a traditional shipowner, YZJ Maritime earns from vessel chartering, ship financing, procurement, and asset sales, reducing reliance on any single business segment.   
  • Potential improvement in ROE  As its substantial cash balance is invested into higher-yielding maritime projects, analysts expect returns on equity and earnings to improve over the next few years.   
  • Cash and cash equivalents:  approximately  US$400 million  (around  S$510 ~ 520 million, depending on exchange rates).   
  • Zero borrowings, meaning its  net cash is also about US$400 million  (around  S$507 million).   
  • In addition, the company has approximately:
  • Assets under management (AUM): US$1.6 billion
    • 25% cash  (~US$400 million)
    • 41% financial assets
    • 34% maritime investments   
  • This is a significant strength because management still has substantial cash available to deploy into new vessel investments, maritime financing, and shipping projects. If those investments generate returns of 10~ 15% or higher, analysts expect earnings and return on equity to improve over the next few years. 
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Hawkeye
Master
23-Jul-2026 13:58     
 
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 Alert Admin 		Chioong Ahhh!!!! Huat Ah !!!

Winnertakeall      ( Date: 23-Jul-2026 11:01) Posted:

  • Broker sentiment remains positive.  DBS maintains a  Buy  recommendation, citing accelerated investment deployment, a growing maritime asset portfolio, and opportunities across the shipping value chain. Earlier this year, DBS initiated coverage with a target price of  S$0.88
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Winnertakeall
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23-Jul-2026 11:01     
 
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 Alert Admin
  • Broker sentiment remains positive.  DBS maintains a  Buy  recommendation, citing accelerated investment deployment, a growing maritime asset portfolio, and opportunities across the shipping value chain. Earlier this year, DBS initiated coverage with a target price of  S$0.88
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HVRRVH
Elite
15-Jul-2026 12:13     
 
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 Alert Admin 		2 SBB and thereafter, no more despite prices went below the SBB prices. Don' t know what' s the strategic maneuver of this. Could it be it has entered ' blockout' period for the 1H26 results after the SBB? Seems unlikely as the last SBB was on 26.6.26 and usually, 1H26 results will be released only in mid August. However, with SBB prices as reference point, I have added a bit at $0.58 with furhter buy queue at $0.54 and lower. So far, price hit $0.545 and bounce up but I am not chasing, as it hasn' t close the $0.54 gap. I don' t trust the price actions and I think it may still test $0.54 which should be a better price than the SBB reference prices to add for longer holding timeframe. Let' s wait and see whether $0.54 will get tested or not before 1H26 results. 
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pasttime
Supreme
14-Jul-2026 16:37     
 
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 Alert Admin 		ships are more like inventory then asset to make something.
think ships are for resale. those on lease also meant it can be for sale with lease. better price.
inflation will work in maritime favour. wait till iron etc price start to increase when war are over.
 
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pc1234
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14-Jul-2026 14:39     
 
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 Alert Admin 		and another 50+ ships are under construction....

https://www.theedgesingapore.com/news/offshore-marine/yzj-maritime-orders-10-newbuilds-brings-fleet-105
 

pkli899      ( Date: 14-Jul-2026 14:33) Posted:

More than 50 vessels in hand leh, not 5.......still asset light?
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pkli899
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14-Jul-2026 14:33     
 
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 Alert Admin 		More than 50 vessels in hand leh, not 5.......still asset light?
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pc1234
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14-Jul-2026 14:18     
 
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 Alert Admin 		oh, so compared to a ship building company that owns shipyard, YZJM is considered as " asset light" .

But YZJM' s business are ordering and selling vessels, leasing and financing loan vessels etc., is it correct to classify it under " asset light ship-building company" ?

If it is classified under shipping company (that owns vessels), is it still " asset light" ?

pasttime      ( Date: 14-Jul-2026 11:40) Posted:

Asset light as it is like a no yard ship builders.
One do not pay full price of ship while building.
Ren way is get a partner who will take delivery of ship at start of order. If can sell for better price. Share some profit to original partner. This is mych safe compared to last time where people order rigs speculatively.

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pasttime
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14-Jul-2026 11:40     
 
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 Alert Admin 		Asset light as it is like a no yard ship builders.
One do not pay full price of ship while building.
Ren way is get a partner who will take delivery of ship at start of order. If can sell for better price. Share some profit to original partner. This is mych safe compared to last time where people order rigs speculatively.
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SlothSG
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14-Jul-2026 09:24     
 
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 Alert Admin 		Nice ? added some this morning 😂

pasttime      ( Date: 14-Jul-2026 08:19) Posted:

base on sgx annoucement recently the IRR 10-15%
59cents asset means the potential return will be between 5.9 to 8.8 cents per share.
when will reached? should be coming in progressively.
for an asset light fast growth stock i assign pe of 15. share price range 88.5 to 132 cents.
next 1/2 year report in a month.
any short covering will results in fast return to their fair price.
dyodd
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pc1234
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14-Jul-2026 09:15     
 
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 Alert Admin 		For discussion purpose, why call YZJM as an " asset light" stock?

YZJM started as cash rich, but strategy of the company is to order vessels and sell off if opportunity arised, or lease it if no one want to buy it.

Now with ordering or holding nearly hundred of vessels, does it still consider " asset light" ?

pasttime      ( Date: 14-Jul-2026 08:19) Posted:

base on sgx annoucement recently the IRR 10-15%
59cents asset means the potential return will be between 5.9 to 8.8 cents per share.
when will reached? should be coming in progressively.
for an asset light fast growth stock i assign pe of 15. share price range 88.5 to 132 cents.
next 1/2 year report in a month.
any short covering will results in fast return to their fair price.
dyodd
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pasttime
Supreme
14-Jul-2026 08:19     
 
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Yells: "gold silver are real money. not others iou."
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 Alert Admin 		base on sgx annoucement recently the IRR 10-15%
59cents asset means the potential return will be between 5.9 to 8.8 cents per share.
when will reached? should be coming in progressively.
for an asset light fast growth stock i assign pe of 15. share price range 88.5 to 132 cents.
next 1/2 year report in a month.
any short covering will results in fast return to their fair price.
dyodd
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