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💰 1. Strong profitability and margins
📦 2. Huge orderbook = strong future earnings visibility
🚢 4. Benefiting from industry tailwinds
🌱 5. Exposure to green shipping trend
🌍 6. Strong global customer base
📈 7. Attractive valuation (historically)
⚙ ️ 8. Operational track record
- YZJ consistently delivers high profit margins (30%+ gross margin in some periods).
- Net profit has been growing strongly (e.g. +30% YoY in FY2025).
- Efficient cost control (like lower steel costs + better pricing) boosts margins further.
📦 2. Huge orderbook = strong future earnings visibility
- Orderbook of ~US$20B+ extending to 2028 - 2029.
- New orders keep coming in, including record wins in recent years.
- 👉 This is a big deal: shipbuilders live or die by backlog, and YZJ is very solid.
- Holds massive net cash (billions of RMB) and low gearing.
- Financial strength allows:
- Expansion
- Dividend payments
- Downside protection in downturns
🚢 4. Benefiting from industry tailwinds
- Global demand for ships is rising due to:
- Fleet replacement
- High freight rates
- Supply constraints
- Orders for new ships grew significantly into 2026.
🌱 5. Exposure to green shipping trend
- Large portion of orders are eco-friendly / dual-fuel vessels (~70%+).
- Investing in energy-efficient ship designs and ESG initiatives.
🌍 6. Strong global customer base
- Serves major international shipping companies (e.g. large container operators).
- Diversified across regions (Asia, Europe, North America).
📈 7. Attractive valuation (historically)
- Trades at relatively low P/E vs growth and ROE (~20 - 25% ROE).
- Often seen as undervalued vs peers in Korea/Japan.
⚙ ️ 8. Operational track record
- Consistently delivers ships on time and at scale (dozens per year).
- Known for efficient execution and cost control.
- 👉 Reliability matters a lot in shipbuilding and YZJ has it.
been waiting so long for it to chiong.... hopefully can see 4.15 today
Need to clear 400 convincingly then will chiong up....
melody88 ( Date: 18-Mar-2026 09:08) Posted:
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case dropped. time to chiong.... here comes the 4 series
UK High Court rejects appeal on US$832.2 million case against Yangzijiang Shipbuilding units
The court also refuses the claimants&rsquo application for permission to appeal further
[SINGAPORE] An appeal by claimants seeking US$832.2 million from three wholly owned subsidiaries of Yangzijiang Shipbuilding : BS6 -1.26% (YZJ) has been dismissed by the United Kingdom&rsquo s High Court.
In a bourse filing on Monday (Mar 16), the mainboard-listed shipbuilder said the court not only dismissed the appeal, but also refused the claimants&rsquo application for permission to appeal further.
The claimants were not named, but the group noted that &ldquo certain entities&rdquo had originally brought the case against three YZJ units &ndash Jiangsu Tianchen Marine Import & Export, Jiangsu Yangzi Xinfu Shipbuilding, and Jiangsu New Yangzi Shipbuilding &ndash in 2022.
It involved the alleged breach of contract on 10 shipbuilding agreements with a combined value of around US$900 million, and claims of US$832.2 million on loss of bargain and loss of profits.
In March 2025, the group announced that an arbitration tribunal in London did not uphold the claims against its subsidiaries.
In June the same year, the group said the High Court had granted the claimants leave to appeal, although it is unclear when the subsequent appeal itself took place.
UK High Court rejects appeal on $1.06 billion case against Yangzijiang Shipbuilding units
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The claims, brought in 2022, relate to shipbuilding contracts for 10 vessels totalling US$900 million.
PHOTO: YANGZIJIANG SHIPBUILDING
Yes. Should go above 400. Let those people take profit first.....
ysh2006 ( Date: 17-Mar-2026 08:42) Posted:
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No court case $4.50 on the way loh......?
Winnertakeall ( Date: 17-Mar-2026 07:42) Posted:
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UK High Court rejects appeal on US$832.2 million
case against Yangzijiang Shipbuilding units
https://www.businesstimes.com.sg/companies-markets/uk-high-court-rejects-appeal-us832-2-million-case-against-yangzijiang-shipbuilding-units
SGX announcement: The Company wishes to update shareholders that the English High Court has dismissed the appeal. The
English High Court also refused the Claimants? application for permission to appeal further. Accordingly,
the Arbitration Awards are upheld.
From AI: The London court verdict has effectively cleared the final major legal hurdle for Yangzijiang Shipbuilding (YZJ), and the market response has been overwhelmingly positive.
By dismissing US$832.2 million in claims and upholding only a US$3.32 million refund, the tribunal removed a significant "valuation overhang."
Let's see how it goes tomorrow......
Stock cannot always go up in straight line wave up and wave down, perhaps should find good support at $3.70 to $3.75 if it continues moving down
3.70 to 3.75 is the confluence of previous resistance at 3.75, 38.2% fib retracement and 50 MA.
Just my technical views - For reference only.
3.70 to 3.75 is the confluence of previous resistance at 3.75, 38.2% fib retracement and 50 MA.
Just my technical views - For reference only.
melody88 ( Date: 16-Mar-2026 15:06) Posted:
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Profit taking normal.
melody88 ( Date: 16-Mar-2026 15:06) Posted:
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Current support at this price. But again, shit may happens.
Iceycoke ( Date: 13-Mar-2026 17:53) Posted:
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What happen to YZJ Shipping? last 2 weeks still like rocket from 3.45 chiong till 4.55 now back to 3.92.... dividend coming soon..... will chiong again???
Shanghai-listed Jinjiang Shipping (JJ Shipping) has moved ahead with its boxship fleet expansion
by ordering a series of 1,900 teu newbuilds at Jiangsu New Yangzijiang Shipbuilding.
The Shanghai International Port Group-controlled carrier has signed contracts for four firm vessels
with options for another four ships of the same type.
Each vessel is priced at about RMB205m, or roughly $29.7m.
3.92 touched. Hehehe? will there be more drop to come?
Iceycoke ( Date: 07-Mar-2026 12:48) Posted:
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Is Yangzijiang shipbuilding a good buy?
The Yangzijiang Shipbuilding stock holds a sell signal from the short-term Moving Average at the same time, however, there is a buy signal from the long-term average. Since the short-term average is above the long-term average there is a general buy signal in the stock giving a positive forecast for the stock
Here&rsquo s the English translation
YZJ &ndash To the Moon $YZJ Shipbldg SGD (BS6.SG)$
Seaway believes that from decisively cutting losses to avoid sanctions risk, to strategically securing a stake in core customers, and then committing billions to green clean-energy shipyards, Yangzijiang Shipbuilding&rsquo s series of moves at the start of 2026 clearly outline the deep logic of a civilian shipbuilding leader navigating across cycles.
The US$826 million investment in Seaspan&rsquo s parent company is not just a financial play, but a profound step in building an industrial alliance. As DBS Research noted, Seaspan &mdash the world&rsquo s largest independent containership owner &mdash enjoys clear cash flow visibility from long-term fixed charters. By binding itself through capital ties, Yangzijiang gains not only order visibility but also sharper sensitivity to end-market fluctuations.
With ONE simultaneously raising its stake in Seaspan to nearly 49%, and Yangzijiang moving from shipyard to shareholder, the curtain has lifted on a new era of vertical integration in the global container shipping ecosystem.
As Chairman Ren Letian said, the mission of the new journey is glorious: goals must be translated into action, with greater passion and pragmatic execution, to contribute stronger momentum to the group&rsquo s sustainable, high-quality development.
blesspeggy ( Date: 12-Mar-2026 16:30) Posted:
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YZJ-TO THE MOON
$YZJ Shipbldg SGD (BS6.SG)$
Seaway认 为 ， 从 规 避 制 裁 风 险 的 ?果 断 止 损 ?， 到 入 股 核 心 客 户 的 ?战 略 卡 位 ?， 再 到 绿 色 清 洁 能 源 船 厂 的 百 亿 投 资 ??扬 子 江 船 业 在 2026年 开 年 的 一 系 列 动 作 ， 清 晰 地 勾 勒 出 了 一 家 民 船 龙 头 穿 越 周 期 的 深 层 逻 辑 。
8.26亿 美 元 入 股 Seaspan母 公 司 ， 不 仅 是 一 笔 财 务 投 资 ， 更 是 一 次 深 刻 的 产 业 联 盟 构 建 。 正 如 DBS研 报 所 言 ， Seaspan作 为 ?全 球 最 大 的 集 装 箱 船 独 立 船 东 ?， 拥 有 多 年 度 固 定 租 金 带 来 的 清 晰 现 金 流 可 见 性 。 通 过 资 本 纽 带 与 之 绑 定 ， 扬 子 江 获 得 的 不 仅 是 订 单 的 可 见 度 ， 更 是 对 终 端 市 场 波 动 的 灵 敏 触 角 。
当 ONE同 步 增 持 Seaspan股 权 至 近 49%， 当 扬 子 江 选 择 从 船 厂 走 向 股 东 席 ， 全 球 集 装 箱 航 运 生 态 的 纵 向 整 合 大 幕 ， 已 然 拉 开 。
新 征 程 使 命 光 荣 。 正 如 任 乐 天 董 事 长 所 言 ， 要 把 目 标 落 到 行 动 ， 以 更 饱 满 的 热 情 、 更 务 实 的 作 风 ， 为 集 团 持 续 健 康 高 质 量 发 展 贡 献 新 的 更 大 力 量 。