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Latest Forum Topics / YZJ Shipbldg SGD    Last:3.54    +0.08  Post Reply
The Only Shipbuilding Blue Chip in SGX!
atomgraf
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18-May-2023 21:33     
 
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 Alert Admin 		https://www.tradewindsnews.com/containerships/yang-ming-opts-for-south-korea-s-hyundai-heavy-as-china-spooks-shipowners/2-1-1452497

I' m not a subscriber so can only see the following:
 

Yang Ming opts for South Korea&rsquo s Hyundai Heavy as China spooks shipowners



Decision thought to have been made amid rising tensions between Taiwan and China


Tensions with China have prompted Taiwanese liner giant Yang Ming Marine Transport to opt for South Korea&rsquo s Hyundai Heavy Industries to build a series of 15,000-teu container ships instead of Yangzijiang Shipbuilding, TradeWinds understands.

The move comes amid reports that shipowners have been spooked by China&rsquo s ambitions for Taiwan and Beijing&rsquo s ever-closer relationship with Moscow, leading them to seek break clauses in contracts with Chinese firms that would allow them to walk away in the face of any future sanctions on the country.
 
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emailpeter
Veteran
17-May-2023 12:03     
 
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 Alert Admin 		Today' s UOB KayHian excerpts :-

Yangzijiang Shipbuilding (YZJSGD SP)
Trading Buy Range: S$1.21-1.22 Last price: S$1.22 Target price: S$1.36 Protective stop: S$1.15
Price broke and closed above the cloud, turning the chart outlook to bullish. Conversion and base lines remain in a bullish crossover. The MACD is bullish and there is a bullish crossover. These could increase chances  of the stock price moving higher. The potential upside target is S$1.36. Stop-loss could be placed at S$1.15. Approximate timeframe on average: 1-2 weeks (initiate this trade idea if the stock hits the entry price range within three trading days)
Our institutional research has a fundamental BUY and target price of S$1.58.
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hokpin
Supreme
17-May-2023 10:33     
 
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 Alert Admin 		无 惧 逆 流 ， 扬 子 江 中 ， 扬 帆 起 航 前 进 ！
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emailpeter
Veteran
12-May-2023 17:13     
 
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 Alert Admin 		Can' t help but agree to the negative points covered here.
In short, 2 good counters in a Bum exchange (I' ve spoken many times about this before).

1.18 + 0.05 div + 0.05 div = 1.28
0.34 + 0.018 div = 0.358
Add both we get $1.64. Always been ding dong at this price last 2 years.
Wasting our time looking at fundamentals and second guessing the good moves by management.
The syndicate bums at SGX end up controlling everything......

Have a great weekend guys, don' t get too frustrated.
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pursuer76
Veteran
12-May-2023 14:28     
 
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 Alert Admin 		I concur. Besides that, CFD is also another crap. 1 share becomes 10 shares.

Winnertakeall      ( Date: 12-May-2023 12:24) Posted:

This is my views. Maybe others too.
SGX Exchange is haven for shortsellers.
They prefer volumes for more commissions.
No matter how good and profitable with record contracts above $10B.
Shortsellers can borrow and pay interests on borrowed shares.
SGX needs to twist the rules for fair trading to investors.

john1703      ( Date: 12-May-2023 10:50) Posted:

Lol.. new orders yet price dropped so much. Can buy for long term?
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Winnertakeall
Elite
12-May-2023 14:16     
 
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 Alert Admin 		Invested into this good company  that listed in the mediocre exchange.
I think YZSH Mgmt not to be blamed as they try very hard to get new contracts.
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ss2017.
Supreme
12-May-2023 12:45     
 
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 Alert Admin 		Their public image is no good in general.

Winnertakeall      ( Date: 12-May-2023 12:24) Posted:

This is my views. Maybe others too.
SGX Exchange is haven for shortsellers.
They prefer volumes for more commissions.
No matter how good and profitable with record contracts above $10B.
Shortsellers can borrow and pay interests on borrowed shares.
SGX needs to twist the rules for fair trading to investors.

john1703      ( Date: 12-May-2023 10:50) Posted:

Lol.. new orders yet price dropped so much. Can buy for long term?
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Winnertakeall
Elite
12-May-2023 12:24     
 
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 Alert Admin 		This is my views. Maybe others too.
SGX Exchange is haven for shortsellers.
They prefer volumes for more commissions.
No matter how good and profitable with record contracts above $10B.
Shortsellers can borrow and pay interests on borrowed shares.
SGX needs to twist the rules for fair trading to investors.

john1703      ( Date: 12-May-2023 10:50) Posted:

Lol.. new orders yet price dropped so much. Can buy for long term?
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pursuer76
Veteran
12-May-2023 11:26     
 
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 Alert Admin 		today' s vol got 31m till now.  surprise
higher than b4 ex-date. weird mkt.
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john1703
Member
12-May-2023 10:50     
 
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 Alert Admin 		Lol.. new orders yet price dropped so much. Can buy for long term?
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pursuer76
Veteran
12-May-2023 09:15     
 
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 Alert Admin 		They were buying for the dividend last week. It' s trading at 1.20-1.21 now.

john1703      ( Date: 12-May-2023 08:34) Posted:

Institutional price would have acted. Saw YZJSB was top 10 net buy by Institutions last week.

pursuer76      ( Date: 12-May-2023 08:22) Posted:

If they do not release announcement, not sure if the share price will propel
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john1703
Member
12-May-2023 08:34     
 
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 Alert Admin 		Institutional price would have acted. Saw YZJSB was top 10 net buy by Institutions last week.

pursuer76      ( Date: 12-May-2023 08:22) Posted:

If they do not release announcement, not sure if the share price will propel.

Smallboat1021      ( Date: 11-May-2023 23:41) Posted:

Guys!Wakeup!起 来 嗨 ! Last time when YZJ win MSC' s order worth US$2bn, share price rose by 50%,this time maybe more!

Methanol first-mover Maersk to splash $1.4bn on neo-panamax container ships

https://www.tradewindsnews.com/containerships/methanol-first-mover-maersk-to-splash-1-4bn-on-neo-panamax-container-ships/2-1-1448602

Liner giant tipped to have picked Yangzijiang to build container ships

 

AP Moller-Maersk&rsquo s plummeting profit is not stopping the company investing in new ships.

It is poised to order a series of methanol-fuelled neo-panamax newbuildings that will cost at least $1.38bn.

 

Shipbuilding players said Maersk has signed a letter of intent with China&rsquo s Yangzijiang Shipbuilding for eight firm 8,000-teu container ships, with four options.

The Danish liner giant is now building up a significant lead on rivals in the race to secure newbuilding slots and procure fuel for methanol-fuelled boxships.

According to Alphaliner, methanol dual-fuelling is the fastest-growing clean fuel niche in container ship newbuildings, accounting for 68 ships of 930,000 teu and 12% of the orderbook by capacity.

Maersk is said to have approached major shipyards in South Korea and China, picking Yangzijiang based on its competitive price and delivery slots.
 


One source said South Korean shipyards sought in excess of $130m per ship, while &ldquo aggressive&rdquo Yangzijiang quoted around $115m.

The yard is also said to be able to deliver the octet between the end of 2025 and 2026, while South Korean shipbuilders were offering slots from the second half of 2026.

Yangzijiang officials declined to comment on its newbuilding activities, citing contract confidentiality.

Shipbuilding sources said the order is part of Maersk&rsquo s goal to reduce greenhouse gas emissions to net zero across the entire business by 2040.

It has set a 2030 target of transporting 25% of its cargo volumes on green fuels and a principle of ordering only newbuildings that can operate on green fuels.

&ldquo We heard the company needs to renew a lot of its ships and we will see them very active in the shipbuilding market,&rdquo said one source.

Maersk is due to take delivery of one methanol dual-fuel 2,000-teu feeder boxship that was launched last month at Hyundai Mipo Dockyard. It will be the company&rsquo s first carbon-neutral vessel that can run on very low-sulphur fuel oil or methanol.

The new ship will be deployed in the network of Maersk subsidiary Sealand Europe on the Baltic route between Northern Europe and the Bay of Bothnia.

Maersk has teamed up with REintegrate, a subsidiary of Danish renewable energy company European Energy, to produce green fuel for the feeder boxship.

Maersk also has 18 newbuildings of 16,000 teu each under construction at Hyundai Heavy Industries.

These methanol dual-fuel ships were ordered in 2021 and 2022 at an average cost of around $180m apiece.

According to Clarksons&rsquo Shipping Intelligence Network, HHI is due to deliver the first vessel in February 2024 and the rest in 2024 and 2025.

If Maersk firms up the 8,000-teu newbuildings with Yangzijiang, it will be the first methanol dual-fuel deal for the shipyard, which is best known for building container ships and bulk carriers.

It contracted 23 newbuildings worth $1.18bn in the first quarter of 2023 and has achieved close to 40% of its annual order target of $3bn.

Yangzijiang has 147 newbuildings worth $10.98bn on its orderbook. Container ships comprise most of the orderbook, with 82 newbuildings worth $7.83bn. LNG dual-fuel vessels make up 31 of the boxship newbuildings.


 


 


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pursuer76
Veteran
12-May-2023 08:22     
 
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 Alert Admin 		If they do not release announcement, not sure if the share price will propel.

Smallboat1021      ( Date: 11-May-2023 23:41) Posted:

Guys!Wakeup!起 来 嗨 ! Last time when YZJ win MSC' s order worth US$2bn, share price rose by 50%,this time maybe more!

Methanol first-mover Maersk to splash $1.4bn on neo-panamax container ships

https://www.tradewindsnews.com/containerships/methanol-first-mover-maersk-to-splash-1-4bn-on-neo-panamax-container-ships/2-1-1448602

Liner giant tipped to have picked Yangzijiang to build container ships

 

AP Moller-Maersk&rsquo s plummeting profit is not stopping the company investing in new ships.

It is poised to order a series of methanol-fuelled neo-panamax newbuildings that will cost at least $1.38bn.

 

Shipbuilding players said Maersk has signed a letter of intent with China&rsquo s Yangzijiang Shipbuilding for eight firm 8,000-teu container ships, with four options.

The Danish liner giant is now building up a significant lead on rivals in the race to secure newbuilding slots and procure fuel for methanol-fuelled boxships.

According to Alphaliner, methanol dual-fuelling is the fastest-growing clean fuel niche in container ship newbuildings, accounting for 68 ships of 930,000 teu and 12% of the orderbook by capacity.

Maersk is said to have approached major shipyards in South Korea and China, picking Yangzijiang based on its competitive price and delivery slots.
 


One source said South Korean shipyards sought in excess of $130m per ship, while &ldquo aggressive&rdquo Yangzijiang quoted around $115m.

The yard is also said to be able to deliver the octet between the end of 2025 and 2026, while South Korean shipbuilders were offering slots from the second half of 2026.

Yangzijiang officials declined to comment on its newbuilding activities, citing contract confidentiality.

Shipbuilding sources said the order is part of Maersk&rsquo s goal to reduce greenhouse gas emissions to net zero across the entire business by 2040.

It has set a 2030 target of transporting 25% of its cargo volumes on green fuels and a principle of ordering only newbuildings that can operate on green fuels.

&ldquo We heard the company needs to renew a lot of its ships and we will see them very active in the shipbuilding market,&rdquo said one source.

Maersk is due to take delivery of one methanol dual-fuel 2,000-teu feeder boxship that was launched last month at Hyundai Mipo Dockyard. It will be the company&rsquo s first carbon-neutral vessel that can run on very low-sulphur fuel oil or methanol.

The new ship will be deployed in the network of Maersk subsidiary Sealand Europe on the Baltic route between Northern Europe and the Bay of Bothnia.

Maersk has teamed up with REintegrate, a subsidiary of Danish renewable energy company European Energy, to produce green fuel for the feeder boxship.

Maersk also has 18 newbuildings of 16,000 teu each under construction at Hyundai Heavy Industries.

These methanol dual-fuel ships were ordered in 2021 and 2022 at an average cost of around $180m apiece.

According to Clarksons&rsquo Shipping Intelligence Network, HHI is due to deliver the first vessel in February 2024 and the rest in 2024 and 2025.

If Maersk firms up the 8,000-teu newbuildings with Yangzijiang, it will be the first methanol dual-fuel deal for the shipyard, which is best known for building container ships and bulk carriers.

It contracted 23 newbuildings worth $1.18bn in the first quarter of 2023 and has achieved close to 40% of its annual order target of $3bn.

Yangzijiang has 147 newbuildings worth $10.98bn on its orderbook. Container ships comprise most of the orderbook, with 82 newbuildings worth $7.83bn. LNG dual-fuel vessels make up 31 of the boxship newbuildings.


 


 

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emailpeter
Veteran
12-May-2023 01:02     
 
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 Alert Admin 		Thanks for this timely update. $2b is about 20% add to its orderbook. Significant. They aim to be best in class shipbuilder with the highest profitability.

We hope they can gear up to fund their progress, incl those LNG terminals. Perhaps borrow some from FH. That will allow them ample liquidity to achieve their 40% targeted div payouts. And as such, ability to reach its target concensus PER share price.
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Smallboat1021
Member
11-May-2023 23:41     
 
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 Alert Admin

Guys!Wakeup!起 来 嗨 ! Last time when YZJ win MSC' s order worth US$2bn, share price rose by 50%,this time maybe more!

Methanol first-mover Maersk to splash $1.4bn on neo-panamax container ships

https://www.tradewindsnews.com/containerships/methanol-first-mover-maersk-to-splash-1-4bn-on-neo-panamax-container-ships/2-1-1448602

Liner giant tipped to have picked Yangzijiang to build container ships

 

AP Moller-Maersk&rsquo s plummeting profit is not stopping the company investing in new ships.

It is poised to order a series of methanol-fuelled neo-panamax newbuildings that will cost at least $1.38bn.

 

Shipbuilding players said Maersk has signed a letter of intent with China&rsquo s Yangzijiang Shipbuilding for eight firm 8,000-teu container ships, with four options.

The Danish liner giant is now building up a significant lead on rivals in the race to secure newbuilding slots and procure fuel for methanol-fuelled boxships.

According to Alphaliner, methanol dual-fuelling is the fastest-growing clean fuel niche in container ship newbuildings, accounting for 68 ships of 930,000 teu and 12% of the orderbook by capacity.

Maersk is said to have approached major shipyards in South Korea and China, picking Yangzijiang based on its competitive price and delivery slots.
 


One source said South Korean shipyards sought in excess of $130m per ship, while &ldquo aggressive&rdquo Yangzijiang quoted around $115m.

The yard is also said to be able to deliver the octet between the end of 2025 and 2026, while South Korean shipbuilders were offering slots from the second half of 2026.

Yangzijiang officials declined to comment on its newbuilding activities, citing contract confidentiality.

Shipbuilding sources said the order is part of Maersk&rsquo s goal to reduce greenhouse gas emissions to net zero across the entire business by 2040.

It has set a 2030 target of transporting 25% of its cargo volumes on green fuels and a principle of ordering only newbuildings that can operate on green fuels.

&ldquo We heard the company needs to renew a lot of its ships and we will see them very active in the shipbuilding market,&rdquo said one source.

Maersk is due to take delivery of one methanol dual-fuel 2,000-teu feeder boxship that was launched last month at Hyundai Mipo Dockyard. It will be the company&rsquo s first carbon-neutral vessel that can run on very low-sulphur fuel oil or methanol.

The new ship will be deployed in the network of Maersk subsidiary Sealand Europe on the Baltic route between Northern Europe and the Bay of Bothnia.

Maersk has teamed up with REintegrate, a subsidiary of Danish renewable energy company European Energy, to produce green fuel for the feeder boxship.

Maersk also has 18 newbuildings of 16,000 teu each under construction at Hyundai Heavy Industries.

These methanol dual-fuel ships were ordered in 2021 and 2022 at an average cost of around $180m apiece.

According to Clarksons&rsquo Shipping Intelligence Network, HHI is due to deliver the first vessel in February 2024 and the rest in 2024 and 2025.

If Maersk firms up the 8,000-teu newbuildings with Yangzijiang, it will be the first methanol dual-fuel deal for the shipyard, which is best known for building container ships and bulk carriers.

It contracted 23 newbuildings worth $1.18bn in the first quarter of 2023 and has achieved close to 40% of its annual order target of $3bn.

Yangzijiang has 147 newbuildings worth $10.98bn on its orderbook. Container ships comprise most of the orderbook, with 82 newbuildings worth $7.83bn. LNG dual-fuel vessels make up 31 of the boxship newbuildings.


 


 
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JAD_Trader
Veteran
05-May-2023 08:57     
 
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 Alert Admin 		At least good to know. The biggest risk i would say now could be orders drying up if recession hit.

pkli899      ( Date: 04-May-2023 15:48) Posted:

Deposit confiscated lor, if work not started.
If already started means got paid progressive payments, usually no cancellation.
Unless, company bankrupty or refuse to pay, then more complicated.
Some years back, one yard went belly up, YZJ took over the incomplete contract (4 large boxships, I think each was 15,000 teu capacity).
I think so far no cancellation as they said newest contracts delivery in 2026 already.

JAD_Trader      ( Date: 04-May-2023 15:35) Posted:

I wonder what is the risk for order cancellaton or there is a penalty for order cancellation if recession hits hard.
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pkli899
Supreme
04-May-2023 15:48     
 
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 Alert Admin 		Deposit confiscated lor, if work not started.
If already started means got paid progressive payments, usually no cancellation.
Unless, company bankrupty or refuse to pay, then more complicated.
Some years back, one yard went belly up, YZJ took over the incomplete contract (4 large boxships, I think each was 15,000 teu capacity).
I think so far no cancellation as they said newest contracts delivery in 2026 already.

JAD_Trader      ( Date: 04-May-2023 15:35) Posted:

I wonder what is the risk for order cancellaton or there is a penalty for order cancellation if recession hits hard.
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JAD_Trader
Veteran
04-May-2023 15:35     
 
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 Alert Admin 		I wonder what is the risk for order cancellaton or there is a penalty for order cancellation if recession hits hard.
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positivity88
Veteran
04-May-2023 13:44     
 
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 Alert Admin 		i think their trying to defend it.. like previous days the average short price is about 1.265 where at 1.28 they only losing 0.015 which i dont think will cause any panic.. a good sign will be when 1.28 is well supported and they will end up buy back 1.29 1.30 and the stocks move up

JAD_Trader      ( Date: 04-May-2023 13:10) Posted:

Shortist stopped shorting?

positivity88      ( Date: 04-May-2023 10:58) Posted:

markets reversing.. shorts need to buy back liao.. 1.28 go longist.. support it
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JAD_Trader
Veteran
04-May-2023 13:10     
 
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 Alert Admin 		Shortist stopped shorting?

positivity88      ( Date: 04-May-2023 10:58) Posted:

markets reversing.. shorts need to buy back liao.. 1.28 go longist.. support it
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