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No lei. Looks like same pattern as last week, morning gap up to slowly sell down and close in the red.
Tracer63 ( Date: 27-Jan-2026 13:28) Posted:
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still do not look too promising for now.
9 red candles followed by 9 green candles 😅 🎂
Waterrat ( Date: 26-Jan-2026 13:08) Posted:
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Reversal in play
Who's that?
Panda8 ( Date: 26-Jan-2026 14:14) Posted:
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You are Doctor Robin Han follower.......?
AhTan888 ( Date: 26-Jan-2026 13:34) Posted:
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there is no bad news. is just FII booking hending their positions, very typical when a major catalysr around the corner with earnings due. This is will shake out the wek hands, especially those who bought into the recent rally especially in the 3.5+ range. Some will get shaken out.
Let's wait and see . Better to jump onto a sailing ship then to board a sinking ship
Louistan ( Date: 26-Jan-2026 13:39) Posted:
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YZJ was the second highest sell by institutions last week. Prior to that for a few weeks if featured regularly amongst the top 10 institutional buys. The consolation is that volume is lower today. Let' s see if we are at the end of the selling?
AhTan888 ( Date: 26-Jan-2026 13:34) Posted:
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Yes same sentiment.
AhTan888 ( Date: 26-Jan-2026 13:34) Posted:
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Maybe there's some bad news we don't know.
Waterrat ( Date: 26-Jan-2026 13:08) Posted:
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Seems like it drop non stop . It' s really unusual for yzj to dropped 9 days continuously
Impact on Valuation Thesis
Order Book Stability
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Pre-d' Amico: US$22.8 billion (5.0 years of revenue visibility) -
Post-d' Amico: US$22.9+ billion (5.0+ years visibility) -
Implication: Modest but steady replenishment validates guidance not transformational but directionally constructive
Earnings Visibility Through 2029
The 2029 delivery schedule extends earnings visibility into FY2028&ndash FY2029, when YZJ' s Project Hongyuan capacity expansion is fully operationalized. This creates a multi-year window for profitability expansion as operating margins improve from current 29.4% toward potential 32&ndash 35% through efficiency gains.
Valuation Justification at 9.3x P/E
With 30.67% ROE and sustained 25%+ net profit margins confirmed through this order, YZJ' s 9.3x P/E multiple is materially undervalued versus:
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Peer average P/E: 15&ndash 18x (industry tanker builders) -
Dividend yield: 3.55% (supports capital return program) -
Analyst consensus target: S$3.80 (19.35% upside from S$3.34 current)
Investment Framework Update
No Change to Core Thesis
The d' Amico contract does not alter the fundamental investment case but provides incremental validation:
Accumulation Levels Remain Valid: but DYODD
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Target accumulation zone: S$3.15&ndash S$3.20 (3.5% below entry price) -
Strong hold zone: S$3.30&ndash S$3.50 (current range supports long accumulation) -
Profit-taking target: S$3.80&ndash S$3.90 (analyst consensus) for 15&ndash 20% of position
Key Performance Indicators to Monitor:
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Q1 2026 Order Announcements (Due by March 31): If YZJ announces US$3&ndash 4 billion in orders, 9.3x P/E becomes extraordinarily attractive -
Project Hongyuan Completion Status (Expected EOY 2026): Track capex burn and capacity ramp timeline -
Order Book Replenishment Rate (Monitor quarterly): Target US$5&ndash 6 billion per annum to maintain 5+ year visibility -
Margin Trajectory (H2 2025 onwards): Watch for sustained 30%+ net margins as pricing stabilizes
Conclusion
The d' Amico MR2 order represents a confidence signal rather than a game-changer. It validates that:
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YZJ remains competitive for tier-1 European shipowners -
The product tanker segment maintains healthy demand through 2029 -
Order capture momentum has entered 2026 positively -
Profitability sustainability at 25%+ ROE remains on track
References:
Business Times, " Yangzijiang Shipbuilding bags orders worth US$2.2 billion" (Nov 17, 2025)
MiniChart, " Yangzijiang Shipbuilding 2025 Business Update" (Nov 16, 2025)
The Smart Investor, " Seatrium vs YZJ: Which Stock Will Do Better in 2025/2026" (Nov 12, 2025)
Winnertakeall ( Date: 25-Jan-2026 00:53) Posted:
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Amico doubles down on MR orders
https://splash247.com/damico-doubles-down-on-mr-orders/
d?Amico doubles down on MR orders
Photo of Adis Ajdin Adis AjdinJanuary 23, 20260 161 1 minute read
d?Amico International Shipping
d?Amico International Shipping
Italian product tanker owner d?Amico International Shipping has added two MR2 product tankers to its orderbook, pressing ahead with a fleet renewal drive built around fuel efficiency and future fuels.
The Milan-listed owner said its operating arm, d?Amico Tankers, has signed a shipbuilding contract with China?s Jiangsu New Yangzi Shipbuilding (YZJ) for two 50,000 dwt MR2 newbuildings at $45.4m apiece. The vessels are due for delivery in March and June 2029.
The deal also includes options for up to two more ships of the same design, exercisable within two months.
The latest order follows a contract signed late last year with Guangzhou Shipyard International (GSI) for two MR1 product tankers of 40,000 dwt, priced at $43.2m each and scheduled for delivery in April and July 2029. Options were also attached to that agreement.
YZJ SHIP ORDER WON FOR 2X50,000DWT MR WORTH US$91M as at 23/1
$YZJ Shipbldg SGD (BS6.SG)$
YTD: 2 Ships orders won.
中 国 最 大 民 营 船 企 ， 2026年 首 单 公 布 ！
Original 龙 de船 人 龙 de船 人 龙 de船 人
2026年 1月 24日 19:02 听 全 文
1月 23日 ， 成 品 油 轮 船 东 d?Amico International Shipping（ DIS） 宣 布 ， 已 通 过 子 公 司 d?Amico Tankers D.A.C.与 扬 子 江 船 业 集 团 旗 下 新 扬 子 造 船 签 订 合 同 ， 订 造 2艘 MR2型 成 品 油 轮 。 这 也 是 中 国 最 大 民 营 船 企 扬 子 江 船 业 进 入 2026年 公 开 的 首 份 订 单 。
Absolutely...however this is normal this stock is behaving like Ifast and othes
It' s testing time surely it will fly 🐎 🐎
again uncials are good , devidebrs must be apx 15 cent min
buyers will enter now .. will take it 3.7 before Exd
downtend is over .. damage is done , strorm has passed
let' s reconstruct again ... 3.4..3.5..3.6..3.7 ..4
It' s testing time surely it will fly 🐎 🐎
again uncials are good , devidebrs must be apx 15 cent min
buyers will enter now .. will take it 3.7 before Exd
downtend is over .. damage is done , strorm has passed
let' s reconstruct again ... 3.4..3.5..3.6..3.7 ..4
Winnertakeall ( Date: 23-Jan-2026 15:40) Posted:
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just follow the volume trend along with price decline. The volumes are normal with no significant spikes. Shows that this is sustained selling by a investment house who had picked up position while it drove up to ATH. When the selling exhausts this will turn up and drive up fast. Is building up to an exiting time with results about a month away.
ATH 3.75 -> 3.33 within 2 week
Market Cap $1 B wipe out completely
Market Cap $1 B wipe out completely
The next estimated earnings date is Thursday, February 26, 2026.
Only about a month away, must hold tightly to be rewarded.
s100125 ( Date: 22-Jan-2026 16:23) Posted:
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