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1. FY2025 Results Solid Earnings & Dividend Growth
▶ Strong financial performance
YZJ posted FY2025 net profit of RMB 8.6 billion, up ~30% y/y.
H2 profit grew ~24.6% on higher deliveries and better pricing.
Gross shipbuilding margins remained robust (~35%), indicating operational health.
▶ Dividend increase
Final dividend raised to S$0.20 per share (from S$0.12 prior), indicating earnings confidence. Dividend payout ratio around 50%, a level analysts see as sustainable for 2026 - 27 if order execution continues.
➡ ️ Conclusion: Results beat expectations, margins are healthy, and dividends have been notably increased & mdash positive fundamentals.
📈 2. Order Book & Earnings Visibility
▶ Strong backlog
Order book around US$22.4 billion with hundreds of vessels secured through to 2030.
▶ 2026 new order targets
Management set a US$4.5 billion order win target for FY2026, suggesting confidence in market demand.
▶ Analyst views
Order wins and sustained delivery schedules are seen as underpinning earnings visibility.
➡ Conclusion: A large order book and a solid target for fresh orders help support future earnings & mdash a key factor in valuation and long-term outlook.
📊 3. Valuation & Analyst Ratings
▶ Buy Ratings from Brokers
UOB Kay Hian maintains a BUY recommendation with a target price higher than current trading levels, citing strong margins and dividends. Other brokers (e.g., CGS International) also highlighted buoyant earnings and dividend yields with lifted target prices.
▶ Attractive valuation metrics
Forward PE ratios for 2026 estimated below peer averages in some analyses. Dividend yields seen as appealing (often cited ~4& ndash 5% range FY2026& ndash 27).
➡ Conclusion: Analysts generally rate YZJ as Buy/Add with upside potential from current prices if market and execution trends hold.
▶ Strong financial performance
YZJ posted FY2025 net profit of RMB 8.6 billion, up ~30% y/y.
H2 profit grew ~24.6% on higher deliveries and better pricing.
Gross shipbuilding margins remained robust (~35%), indicating operational health.
▶ Dividend increase
Final dividend raised to S$0.20 per share (from S$0.12 prior), indicating earnings confidence. Dividend payout ratio around 50%, a level analysts see as sustainable for 2026 - 27 if order execution continues.
➡ ️ Conclusion: Results beat expectations, margins are healthy, and dividends have been notably increased & mdash positive fundamentals.
📈 2. Order Book & Earnings Visibility
▶ Strong backlog
Order book around US$22.4 billion with hundreds of vessels secured through to 2030.
▶ 2026 new order targets
Management set a US$4.5 billion order win target for FY2026, suggesting confidence in market demand.
▶ Analyst views
Order wins and sustained delivery schedules are seen as underpinning earnings visibility.
➡ Conclusion: A large order book and a solid target for fresh orders help support future earnings & mdash a key factor in valuation and long-term outlook.
📊 3. Valuation & Analyst Ratings
▶ Buy Ratings from Brokers
UOB Kay Hian maintains a BUY recommendation with a target price higher than current trading levels, citing strong margins and dividends. Other brokers (e.g., CGS International) also highlighted buoyant earnings and dividend yields with lifted target prices.
▶ Attractive valuation metrics
Forward PE ratios for 2026 estimated below peer averages in some analyses. Dividend yields seen as appealing (often cited ~4& ndash 5% range FY2026& ndash 27).
➡ Conclusion: Analysts generally rate YZJ as Buy/Add with upside potential from current prices if market and execution trends hold.
Got sellers press down already! Nice!
one of the best performing stocks in terms of cap appreciation.
As long as the dividends can provide > 4% return for my investment, I will keep.
yesterday i tot this counter would have tanked big time becos of the outbreak of war
and little did i realise that it keeps surging past its ath at frightening speed
but since i have held it for so long, i decide to hold it for a while more and will tp once i realise any weakness,
the mkts will remain irrational longer than u can remain solvent ya. lol
and little did i realise that it keeps surging past its ath at frightening speed
but since i have held it for so long, i decide to hold it for a while more and will tp once i realise any weakness,
the mkts will remain irrational longer than u can remain solvent ya. lol
ATH 4.60! quite scary level already... today moved up I let go my balance lots treat it as dividend.
Panda8 ( Date: 03-Mar-2026 09:10) Posted:
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BB pushing to 4.56 ATH now
Strong performance in a very weak market. What happens if the market recovers? It should go straight up to $5?
There is not fix date yet. Need approval during the AGM on the dividend.
Tks Bro.
Heybie ( Date: 02-Mar-2026 14:02) Posted:
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Check out this website for all Singapore Stock Divident History...Pay date...Ex date...
https://www.dividends.sg/
Maxgrow68 ( Date: 02-Mar-2026 11:17) Posted:
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Oic, thanks
Hahaha!
Hahaha!
Panda8 ( Date: 02-Mar-2026 11:47) Posted:
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Dont Kan Cheong, The payment of the recommended final tax exempt (one-tier) dividend of SGD20.0 cents per share will be subjected to shareholders&rsquo approval to be obtained at the coming Annual General Meeting. The payment date will be announced in due course as well as closure date.
More to come.......
More to come.......
Maxgrow68 ( Date: 02-Mar-2026 11:17) Posted:
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Usually XD will be in early May, so still got two more months to go... price might swing up and down before XD...
Maxgrow68 ( Date: 02-Mar-2026 11:17) Posted:
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Div 20c, when xdiv? Anyone know?
Cant see on SGX website.
Cant see on SGX website.
Heybie ( Date: 02-Mar-2026 10:26) Posted:
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For the record......YZJ still manage to hit an ATH at 4.43 amidst Iran war....as at 10am
Heybie ( Date: 02-Mar-2026 09:06) Posted:
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Almost instant rebound upon opening.....
Now buying stronger than selling as at 9:05am
Trump says war in Iran could last a month, vows to avenge US military deaths
The US president also said 48 Iranian leaders had been killed and that the US military had started sinking Iran's Navy, destroying nine Iranian warships so far and "going after the rest".
The US president also said 48 Iranian leaders had been killed and that the US military had started sinking Iran's Navy, destroying nine Iranian warships so far and "going after the rest".
Winnertakeall ( Date: 02-Mar-2026 08:56) Posted:
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Trump says Iran leadership agrees to talks after US and Israel strike Tehran
https://sg.news.yahoo.com/trump-says-iran-leadership-agrees-183243512.html
I think YZJ SB is worth buying if got opportunity. Not YZJ FH and Maritime
tch77_pt75 ( Date: 28-Feb-2026 21:50) Posted:
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