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YZJ Shipbldg SGD
Last:3.46
-0.12
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The Only Shipbuilding Blue Chip in SGX!
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vicloo
Supreme |
13-Jan-2026 17:23
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Yes, hitting above 4 soon
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Louistan
Senior |
13-Jan-2026 17:18
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It' s good when no one talks about it. It means there is more room for it to go up quietly.
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huattuatua
Elite |
13-Jan-2026 17:16
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super huat day, this counter closes at ATH and no one talks abt it, super duper shiok day and dbs also inching towards its ath, lol |
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Winnertakeall
Elite |
10-Jan-2026 10:12
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Container Shipping Rates Jump 16% as Carriers Push Opportunistic Increases - January 8, 2026https://gcaptain.com/container-shipping-rates-jump-16-as-carriers-push-opportunistic-increases/ |
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Heybie
Member |
09-Jan-2026 09:01
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Lets hope it breaks another ATH.....420......in the run up towards CNY |
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pkli899
Supreme |
07-Jan-2026 13:23
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Was expecting it but didn' t expect it to break by 10c! | ||||
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huattuatua
Elite |
07-Jan-2026 09:06
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finally breakout of the strong resistance of 358 hope it sustains dam shiok la |
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Winnertakeall
Elite |
02-Jan-2026 09:16
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Upcoming events on Yangzijiang Shipbuilding (Holdings) Ltd.
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Winnertakeall
Elite |
31-Dec-2025 12:41
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MSC Completes Major Fleet Expansion as Yangzijiang Shipbuilding Delivers12th 16,000 TEU LNG Dual-Fuel Vessel https://www.imarinenews.com/30713.html |
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sfw2124
Senior |
30-Dec-2025 22:22
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Comments by Perplexity AI on the link to Simply Wall ST' sArticle
Assessment of Simply Wall St Article on Yangzijiang ShipbuildingVerdict: PARTIALLY CONCUR &ndash with important caveats on earnings growth and valuation comparisons What the Article Gets RightValuation discount is real. The P/E of 9.55x is genuinely below many comparables. However, the peer average cited (15.14x) may reflect a selective machinery universe. Simply Wall St' s broader Asian machinery sector trades at 24.9x, making BS6' s discount even more compelling on that metric. Balance sheet strength is confirmed. Net cash position of RMB18.3 billion (1H25), debt-to-equity of 21.7%, and interest coverage well above stress levels validate financial stability. Free cash flow of RMB11.9 billion in FY2024 supports the cash generation narrative. Low volatility claim is accurate. Beta ranges from 0.62-0.82, confirming below-market price stability, though this also means slower multiple re-rating as Simply Wall St notes. Strong order visibility exists. USD24.4 billion order book spanning through 2030 with 74% eco-friendly vessels provides genuine multi-year revenue visibility. Where the Article OverstatesEarnings growth projection is too aggressive. The claim of " 30% earnings growth over the next few years" misrepresents analyst consensus:
The strong 1H25 results (+37% y-o-y profit) are real but rest on temporarily favorable steel costs and foreign exchange. Management has already flagged margin moderation in 2H25 due to lower-margin oil tanker deliveries. The Material Warning Sign OverlookedThe article mentions " 1 warning sign" without elaboration. The primary concern is earnings quality. A June 2025 analysis identified an accrual ratio of 0.26 for the 12-month period, meaning free cash flow (RMB5.7B) significantly lagged reported profit (RMB7.76B). However, this context matters: FY2024 showed an accrual ratio of -0.70, indicating superior cash conversion. The recent deterioration may reflect the timing of receivables and working capital rather than a fundamental issue, but it warrants monitoring. The Real Risk Not AddressedThe article ignores the elephant in the room: US trade threats. Global shipbuilding orders collapsed 54% year-on-year in 1H25 primarily due to tariff concerns. Proposed US port fees of up to USD1 million per Chinese-built vessel threaten demand by increasing end-user costs substantially. This represents downside risk to the order book beyond current visibility. Bottom LineThe valuation case is sound&mdash BS6 trades at a meaningful discount to operational quality and growth prospects. The " bargain" label is justified on traditional metrics. However, investors should expect 15-20% earnings growth, not 30%, with near-term margin headwinds in 2H25. The cash flow quality deserves closer scrutiny given recent accrual deterioration, and US tariff risks could materially impact order wins in 2025-2026 despite the strong current backlog. P/E multiples from TipRanks and WiseSheets Simply Wall St Asian Machinery sector comparison 1H25 press release and balance sheet data FY2024 financial statements Beta (5Y) from multiple sources Company order book disclosures DBS Group forecasts CGS International/Bloomberg consensus 1H25 earnings beat drivers Yahoo Finance analysis, June 2025 FY2024 accrual analysis 1H25 global shipbuilding contraction data DYOGG
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vicloo
Supreme |
30-Dec-2025 20:28
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3.55 seems to key psychological hurdle that hard to break so far.
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tch77_pt75
Veteran |
30-Dec-2025 20:18
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Congrats to those who are vested
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Winnertakeall
Elite |
30-Dec-2025 18:51
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Is It Time To Consider Buying Yangzijiang Shipbuilding (Holdings) Ltd. (SGX:BS6)?Simply Wall St - Mon, December 29, 2025
https://finance.yahoo.com/news/time-consider-buying-yangzijiang-shipbuilding-042417780.html |
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JAMMIE
Member |
22-Dec-2025 15:22
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if the company does some buybacks it would really freak out the shorties. A company doing SBB really is a powerful catalyst. IF we see MAS EQDP funds buying into this stock then it would be massive. | ||||
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morgany
Veteran |
22-Dec-2025 14:37
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3.50 coming... Let's screwed JPM.... | ||||
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sfw2124
Senior |
20-Dec-2025 22:17
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Yangzijiang Shipbuilding YZJ Classification 6 The JPM Call: Least Preferred/Underweight. Cites " peak cycle," valuation concerns, and US tariff risks. Why Perplexity AI Disagree: Order Book Visibility: JPMʼ s view ignores the sheer duration of YZJʼ s order book, which extends into 2027/2028. Recent wins US$4.5B target) and high-margin dual fuel vessels protect earnings visibility far better than in previous cycles. 8 > Valuation Mismatch: Trading at 7.6x PE despite record profits is not " expensive" by historical or global standards. US Risk Overblown? While US investigation risks exist, YZJʼ s client base is global Europe/Asia). A blanket bearishness ignores their ability to pivot to non-US orders. The " peak cycle" argument has been wrong for 18 months the cycle is arguably " higher for longer" due to green transition regulations
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AhTan888
Senior |
19-Dec-2025 17:35
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Agree with you the price is heavily manipulated. I always read this type of analyst report with a pinch of salt. JPM just say it's their least preferred without reasons so they can short it down and collect, next week they will say because of some updates or whatever reason, they upgrade YZJ.
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Louistan
Senior |
19-Dec-2025 14:35
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I stopped taking JPM seriously. The reasoning for their conclusions and recommendations have many loopholes and superficial. Because of their brand name some take their recommendations as gospel truth but theirteam in Singapore is not quite up to the mark.
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morgany
Veteran |
19-Dec-2025 13:37
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Ignore those words from JPM, believe in the health of the company... Any dips are a given chance. This company I believe in their financial well being
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JAMMIE
Member |
19-Dec-2025 13:32
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The price is being manipulated and shorted down for no reason. Topday there is an aticle by JPM and they said that YZJ is not their preferred pick for 2026, WHY, becuase they sold al ltheir holding in YZJ recently, and they are probably short on the stock now. Height of manipulation. | ||||
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