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41-60 of 482
Good recovery 👏
Yes. Just buy and hold. Be patient. It will be fruitful one day in very near future!
kt3152 ( Date: 16-Apr-2026 22:49) Posted:
Just buy and hold even at current price...vested.....
SlothSG ( Date: 16-Apr-2026 21:48) Posted:
Nice ....await for the reasonable $0.90 as figured by Mr Ren and onwards ......
Huat arh !
Dyodd as vested 😊 |
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new build 8 vlcc. each year if deliver 2 vessels.  2xusd120m so is usd240m sale value in 2028,2029,2030
sale of 4 vessel, if each usd45m. that is usd220m. looks like the sale and profit is in uptrend 
Those new VLCC why they don't said construction by which shipyard or understood by YZJ ship ?
Yangzijiang Maritime orders 8 giant oil tankers,
sells 4 smaller vessels in twin deals
  https://www.businesstimes.com.sg/companies-markets/yangzijiang-maritime-orders-8-giant-oil-tankers-sells-4-smaller-vessels-twin-deals
Yangzijiang Maritime : 8YZ -1.46%  has signed contracts to acquire eight very large crude carrier (VLCC) newbuilds and sell four medium-range tankers, in a pair of transactions that the group said demonstrate its & ldquo proven capabilities and track record to originate, build, monetise and recycle capital across the maritime value chain& rdquo .
The eight VLCCs, of approximately 319,000 deadweight tonnes (DWT) each, will be constructed at a large Chinese shipyard with deliveries staggered across 2028, 2029 and 2030, said the company in a bourse filing on Thursday (Apr 16).
The acquisition will be funded through a combination of equity co-investment and debt financing.
Each vessel is built to Phase 3 Energy Efficiency Design Index standards under International Maritime Organization (IMO) regulations, and will be fitted with exhaust gas cleaning systems commonly known as scrubbers allowing the group to remain compliant with the IMO 0.5 per cent global sulphur cap while retaining the flexibility to burn high-sulphur fuel oil.
On the divestment side, the mainboard-listed company signed contracts to sell four newbuild medium-range tankers of 49,800 DWT each, with deliveries scheduled in 2027 and 2028.
The group said the transactions are expected to contribute positively to its financial performance, subject to completion, delivery schedules and applicable accounting recognition.
 
Just buy and hold even at current price...vested.....
SlothSG ( Date: 16-Apr-2026 21:48) Posted:
Nice ....await for the reasonable $0.90 as figured by Mr Ren and onwards ......
Huat arh !
Dyodd as vested 😊
JurongW ( Date: 16-Apr-2026 20:24) Posted:
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Nice ....await for the reasonable $0.90 as figured by Mr Ren and onwards ......
Huat arh !
Dyodd as vested 😊
JurongW ( Date: 16-Apr-2026 20:24) Posted:
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A announcement just post don't know affect the share price tomorrow ?
Yangzijiang Maritime Accelerates Vessel Acquisition with 8 Newbuild VLCC Tankers and Vessel Monetisation with 4 Newbuild MR Tankers 
https://links.sgx.com/1.0.0/corporate-announcements/OOJON3R3CZGBN5W5/884455_YZJ%20Maritime_Press%20Release_VesselSales_16APR%20Final.pdf
All these price info on close, open, high, low and volume are already neatly displayed in the form of a pictorial chart in Shareinvestor C2 chart or InvestingNote Tradingview chart (free). The price dynamics presented in the form of a chart will give you a far better pictorial view on the price volume action trend, and you can use different time periods moving averages to gain a deeper insight on the momentum too.
hokpin ( Date: 15-Apr-2026 18:04) Posted:
For ref.
|
日 期
|
收 盘
|
开 盘
|
高
|
低
|
交 易 量
|
| 2026年 04月 15日 |
0.68 |
0.67 |
0.69 |
0.67 |
25.16M |
| 2026年 04月 14日 |
0.66 |
0.63 |
0.65 |
0.62 |
20.60M |
| 2026年 04月 13日 |
0.62 |
0.62 |
0.63 |
0.61 |
12.40M |
| 2026年 04月 10日 |
0.63 |
0.63 |
0.64 |
0.62 |
19.17M |
| 2026年 04月 09日 |
0.63 |
0.6 |
0.63 |
0.58 |
35.52M |
| 2026年 04月 08日 |
0.59 |
0.57 |
0.6 |
0.56 |
23.03M |
| 2026年 04月 07日 |
0.54 |
0.52 |
0.55 |
0.52 |
7.65M |
| 2026年 04月 06日 |
0.52 |
0.52 |
0.53 |
0.51 |
6.56M |
| 2026年 04月 02日 |
0.52 |
0.54 |
0.55 |
0.51 |
5.91M |
| 2026年 04月 01日 |
0.54 |
0.52 |
0.54 |
0.52 |
5.37M |
| 2026年 03月 31日 |
0.52 |
0.51 |
0.52 |
0.51 |
1.98M |
| 2026年 03月 30日 |
0.51 |
0.51 |
0.51 |
0.5 |
2.72M |
| 2026年 03月 27日 |
0.51 |
0.51 |
0.52 |
0.51 |
6.64M |
| 2026年 03月 26日 |
0.51 |
0.52 |
0.52 |
0.51 |
4.89M |
| 2026年 03月 25日 |
0.52 |
0.51 |
0.52 |
0.51 |
2.13M |
| 2026年 03月 24日 |
0.51 |
0.53 |
0.53 |
0.5 |
5.25M |
| 2026年 03月 23日 |
0.52 |
0.54 |
0.54 |
0.52 |
7.66M |
| 2026年 03月 20日 |
0.54 |
0.56 |
0.56 |
0.54 |
29.99M |
| 2026年 03月 19日 |
0.56 |
0.57 |
0.57 |
0.56 |
5.02M |
| 2026年 03月 18日 |
0.58 |
0.56 |
0.58 |
0.56 |
5.67M |
| 2026年 03月 17日 |
0.56 |
0.56 |
0.57 |
0.56 |
4.13M |
| 2026年 03月 16日 |
0.56 |
0.57 |
0.58 |
0.56 |
9.95M |
| 2026年 03月 13日 |
0.57 |
0.57 |
0.58 |
0.56 |
6.78M |
| 2026年 03月 12日 |
0.58 |
0.59 |
0.6 |
0.58 |
4.92M |
| 2026年 03月 11日 |
0.6 |
0.56 |
0.6 |
0.56 |
17.41M |
| 2026年 03月 10日 |
0.57 |
0.58 |
0.58 |
0.56 |
12.09M |
| 2026年 03月 09日 |
0.57 |
0.57 |
0.57 |
0.56 |
11.50M |
| 2026年 03月 06日 |
0.57 |
0.57 |
0.58 |
0.57 |
6.08M |
| 2026年 03月 05日 |
0.57 |
0.59 |
0.59 |
0.57 |
7.15M |
| 2026年 03月 04日 |
0.58 |
0.6 |
0.6 |
0.57 |
14.31M |
| 2026年 03月 03日 |
0.6 |
0.61 |
0.62 |
0.59 |
12.57M |
| 2026年 03月 02日 |
0.61 |
0.58 |
0.62 |
0.58 |
16.58M |
| 2026年 02月 27日 |
0.63 |
0.58 |
0.63 |
0.57 |
20.73M |
| 2026年 02月 26日 |
0.58 |
0.6 |
0.6 |
0.58 |
14.57M |
| 2026年 02月 25日 |
0.6 |
0.61 |
0.62 |
0.6 |
10.40M |
| 2026年 02月 24日 |
0.61 |
0.6 |
0.61 |
0.6 |
7.32M |
| 2026年 02月 23日 |
0.6 |
0.61 |
0.62 |
0.6 |
8.62M |
| 2026年 02月 20日 |
0.61 |
0.62 |
0.62 |
0.6 |
8.51M |
| 2026年 02月 19日 |
0.61 |
0.57 |
0.62 |
0.57 |
16.69M |
| 2026年 02月 16日 |
0.56 |
0.56 |
0.56 |
0.56 |
3.31M |
| 2026年 02月 13日 |
0.56 |
0.56 |
0.57 |
0.56 |
4.44M |
| 2026年 02月 12日 |
0.56 |
0.57 |
0.58 |
0.56 |
4.40M |
| 2026年 02月 11日 |
0.58 |
0.56 |
0.58 |
0.56 |
6.07M |
| 2026年 02月 10日 |
0.56 |
0.56 |
0.56 |
0.56 |
5.45M |
| 2026年 02月 09日 |
0.56 |
0.56 |
0.57 |
0.56 |
4.09M |
| 2026年 02月 06日 |
0.56 |
0.58 |
0.58 |
0.56 |
12.62M |
| 2026年 02月 05日 |
0.58 |
0.6 |
0.6 |
0.58 |
4.27M |
| 2026年 02月 04日 |
0.59 |
0.58 |
0.61 |
0.57 |
14.04M |
| 2026年 02月 03日 |
0.58 |
0.58 |
0.59 |
0.58 |
3.60M |
| 2026年 02月 02日 |
0.58 |
0.6 |
0.6 |
0.58 |
8.50M |
| 2026年 01月 30日 |
0.6 |
0.63 |
0.63 |
0.6 |
15.28M |
| 2026年 01月 29日 |
0.63 |
0.61 |
0.63 |
0.61 |
8.08M |
| 2026年 01月 28日 |
0.61 |
0.61 |
0.62 |
0.61 |
1.38M |
| 2026年 01月 27日 |
0.61 |
0.61 |
0.62 |
0.61 |
5.58M |
| 2026年 01月 26日 |
0.61 |
0.61 |
0.61 |
0.6 |
2.60M |
| 2026年 01月 23日 |
0.61 |
0.61 |
0.61 |
0.6 |
2.76M |
| 2026年 01月 22日 |
0.61 |
0.61 |
0.62 |
0.61 |
4.97M |
| 2026年 01月 21日 |
0.61 |
0.62 |
0.62 |
0.6 |
11.32M |
| 2026年 01月 20日 |
0.62 |
0.62 |
0.63 |
0.62 |
5.02M |
| 2026年 01月 19日 |
0.62 |
0.62 |
0.62 |
0.61 |
5.84M |
| 2026年 01月 16日 |
0.62 |
0.62 |
0.62 |
0.61 |
6.58M |
| 2026年 01月 15日 |
0.62 |
0.63 |
0.63 |
0.62 |
5.59M |
| 2026年 01月 14日 |
0.62 |
0.63 |
0.64 |
0.61 |
20.38M |
| 2026年 01月 13日 |
0.63 |
0.6 |
0.63 |
0.6 |
24.89M |
| 2026年 01月 12日 |
0.6 |
0.58 |
0.61 |
0.57 |
15.52M |
| 2026年 01月 09日 |
0.58 |
0.6 |
0.61 |
0.58 |
13.76M |
| 2026年 01月 08日 |
0.6 |
0.61 |
0.62 |
0.6 |
9.25M |
| 2026年 01月 07日 |
0.62 |
0.63 |
0.63 |
0.61 |
11.63M |
| 2026年 01月 06日 |
0.62 |
0.63 |
0.63 |
0.62 |
11.30M |
| 2026年 01月 05日 |
0.63 |
0.63 |
0.63 |
0.62 |
4.60M |
| 2026年 01月 02日 |
0.63 |
0.62 |
0.64 |
0.62 |
8.22M |
| 2025年 12月 31日 |
0.62 |
0.62 |
0.62 |
0.62 |
3.54M |
| 2025年 12月 30日 |
0.62 |
0.63 |
0.63 |
0.62 |
9.40M |
| 2025年 12月 29日 |
0.63 |
0.63 |
0.64 |
0.63 |
7.50M |
| 2025年 12月 26日 |
0.63 |
0.64 |
0.65 |
0.63 |
6.51M |
| 2025年 12月 24日 |
0.64 |
0.64 |
0.64 |
0.64 |
2.99M |
| 2025年 12月 23日 |
0.64 |
0.64 |
0.65 |
0.63 |
13.41M |
| 2025年 12月 22日 |
0.64 |
0.65 |
0.65 |
0.64 |
8.78M |
| 2025年 12月 19日 |
0.65 |
0.65 |
0.66 |
0.64 |
11.96M |
| 2025年 12月 18日 |
0.65 |
0.66 |
0.67 |
0.64 |
8.90M |
| 2025年 12月 17日 |
0.66 |
0.66 |
0.67 |
0.64 |
11.72M |
| 2025年 12月 16日 |
0.66 |
0.69 |
0.69 |
0.66 |
13.17M |
| 2025年 12月 15日 |
0.69 |
0.69 |
0.7 |
0.69 |
6.07M |
| 2025年 12月 12日 |
0.7 |
0.7 |
0.7 |
0.69 |
6.54M |
| 2025年 12月 11日 |
0.69 |
0.7 |
0.71 |
0.69 |
11.15M |
| 2025年 12月 10日 |
0.7 |
0.71 |
0.71 |
0.7 |
6.02M |
| 2025年 12月 09日 |
0.7 |
0.71 |
0.71 |
0.7 |
4.03M |
| 2025年 12月 08日 |
0.71 |
0.72 |
0.72 |
0.71 |
4.73M |
| 2025年 12月 05日 |
0.72 |
0.71 |
0.72 |
0.71 |
10.59M |
| 2025年 12月 04日 |
0.71 |
0.7 |
0.72 |
0.7 |
16.09M |
| 2025年 12月 03日 |
0.7 |
0.69 |
0.7 |
0.68 |
14.31M |
| 2025年 12月 02日 |
0.69 |
0.68 |
0.69 |
0.68 |
5.98M |
| 2025年 12月 01日 |
0.68 |
0.69 |
0.69 |
0.68 |
8.77M |
| 2025年 11月 28日 |
0.68 |
0.69 |
0.69 |
0.68 |
11.31M |
| 2025年 11月 27日 |
0.69 |
0.69 |
0.69 |
0.69 |
4.06M |
| 2025年 11月 26日 |
0.69 |
0.69 |
0.69 |
0.68 |
14.57M |
| 2025年 11月 25日 |
0.69 |
0.69 |
0.7 |
0.68 |
18.78M |
| 2025年 11月 24日 |
0.69 |
0.68 |
0.7 |
0.67 |
32.66M |
| 2025年 11月 21日 |
0.67 |
0.69 |
0.7 |
0.67 |
47.23M |
| 2025年 11月 20日 |
0.69 |
0.65 |
0.69 |
0.65 |
39.40M |
| 2025年 11月 19日 |
0.65 |
0.67 |
0.67 |
0.64 |
19.77M |
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Regarding your Q3, the indicative 10~15% IRR are projects specific returns (specifically the maritime projects), whereas the ROE ~7.8% are overall net return of the coy net asset which will include these higher returns maritime projects, the much lower returns of cash mgt and yield products, returns from other businesses such as debt investment and private equities (transferred from YFH) as well as those capital being tied up in the form of working capitals that will not have any returns.
HVRRVH ( Date: 15-Apr-2026 12:00) Posted:
AGM on 30/4/26. Hopefully the managment will address the following questions which I have emailed them. 
Question 1: On Capital Allocation Strategy (Rights Issue vs. Share Buyback)
The Contradiction:  In pre-spin-off interviews, management strongly suggested a rights issue to reward shareholders by allowing them to buy shares at a discount. However, post-listing, the company has sought a buyback mandate (reducing capital) instead of a rights issue (raising capital). Furthermore, despite obtaining the buyback mandate in March 2026, the company did not repurchase any shares even as the stock traded down towards $0.505.
The Question:  Could management clarify the logic behind shifting from a capital-raising stance (rights issue) to a capital-reduction stance (share buyback)? Given that the buyback mandate was obtained but not utilized when the share price was depressed, does this indicate a lack of conviction in the valuation or were there other factors preventing deployment?
Question 2: On Financial Transparency and Reporting Frequency
The Context:  While the company adheres to SGX listing rules, investors are currently relying on analyst reports to track capital deployment progress  . Given that a key part of the investment thesis is the successful deployment of cash into vessels, there is a significant information lag between quarterly periods.
The Question:  Given the market' s reliance on understanding the pace of cash deployment into the 50-vessel pipeline, will the company consider providing voluntary quarterly business updates (even if not mandatory)? This would help bridge the gap between semi-annual reports and assure shareholders that the $400 million cash hoard is being actively put to work.
Question 3: On Return on Investment (ROI) of Deployed Capital
The Context:  The company targets project IRRs of 10-15% (unlevered) and 20-30% (levered). However, the FY2025 financial data shows a  Return on Equity (ROE) of ~7.8%  and a  Return on Invested Capital (ROIC) of ~5.6%  . This is significantly below the stated project targets.
The Question:  The financial statements indicate a Group ROE of ~7.8% and ROIC of ~5.6%  , which lags the 10-15% IRR targets. Is this simply a function of the large cash drag (where cash is earning near-zero returns), or are there specific vessel investments currently underperforming the 10% target? When does management expect the Group' s actual ROIC to converge with the 10-15% project target?
Question 4: On the 5-Year Growth Trajectory and Fleet Scaling
The Context:  The company has successfully secured a $90 million leasing contract for 13 vessels. However, the long-term thesis relies on scaling this to the " up to 50" newbuild pipeline. Investors need a quantifiable benchmark to track success against management' s own aspirations.
The Question:  Looking ahead 5 years, what is management' s specific target for recurring leasing income (charter income + finance lease interest) as a percentage of total income? Specifically, what proportion of the 85+ vessel portfolio (including newbuilds) do you intend to place on long-term leases versus holding for spot trading or capital gains, and what EPS growth rate does that imply?
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For ref.
|
日 期
|
收 盘
|
开 盘
|
高
|
低
|
交 易 量
|
| 2026年 04月 15日 |
0.68 |
0.67 |
0.69 |
0.67 |
25.16M |
| 2026年 04月 14日 |
0.66 |
0.63 |
0.65 |
0.62 |
20.60M |
| 2026年 04月 13日 |
0.62 |
0.62 |
0.63 |
0.61 |
12.40M |
| 2026年 04月 10日 |
0.63 |
0.63 |
0.64 |
0.62 |
19.17M |
| 2026年 04月 09日 |
0.63 |
0.6 |
0.63 |
0.58 |
35.52M |
| 2026年 04月 08日 |
0.59 |
0.57 |
0.6 |
0.56 |
23.03M |
| 2026年 04月 07日 |
0.54 |
0.52 |
0.55 |
0.52 |
7.65M |
| 2026年 04月 06日 |
0.52 |
0.52 |
0.53 |
0.51 |
6.56M |
| 2026年 04月 02日 |
0.52 |
0.54 |
0.55 |
0.51 |
5.91M |
| 2026年 04月 01日 |
0.54 |
0.52 |
0.54 |
0.52 |
5.37M |
| 2026年 03月 31日 |
0.52 |
0.51 |
0.52 |
0.51 |
1.98M |
| 2026年 03月 30日 |
0.51 |
0.51 |
0.51 |
0.5 |
2.72M |
| 2026年 03月 27日 |
0.51 |
0.51 |
0.52 |
0.51 |
6.64M |
| 2026年 03月 26日 |
0.51 |
0.52 |
0.52 |
0.51 |
4.89M |
| 2026年 03月 25日 |
0.52 |
0.51 |
0.52 |
0.51 |
2.13M |
| 2026年 03月 24日 |
0.51 |
0.53 |
0.53 |
0.5 |
5.25M |
| 2026年 03月 23日 |
0.52 |
0.54 |
0.54 |
0.52 |
7.66M |
| 2026年 03月 20日 |
0.54 |
0.56 |
0.56 |
0.54 |
29.99M |
| 2026年 03月 19日 |
0.56 |
0.57 |
0.57 |
0.56 |
5.02M |
| 2026年 03月 18日 |
0.58 |
0.56 |
0.58 |
0.56 |
5.67M |
| 2026年 03月 17日 |
0.56 |
0.56 |
0.57 |
0.56 |
4.13M |
| 2026年 03月 16日 |
0.56 |
0.57 |
0.58 |
0.56 |
9.95M |
| 2026年 03月 13日 |
0.57 |
0.57 |
0.58 |
0.56 |
6.78M |
| 2026年 03月 12日 |
0.58 |
0.59 |
0.6 |
0.58 |
4.92M |
| 2026年 03月 11日 |
0.6 |
0.56 |
0.6 |
0.56 |
17.41M |
| 2026年 03月 10日 |
0.57 |
0.58 |
0.58 |
0.56 |
12.09M |
| 2026年 03月 09日 |
0.57 |
0.57 |
0.57 |
0.56 |
11.50M |
| 2026年 03月 06日 |
0.57 |
0.57 |
0.58 |
0.57 |
6.08M |
| 2026年 03月 05日 |
0.57 |
0.59 |
0.59 |
0.57 |
7.15M |
| 2026年 03月 04日 |
0.58 |
0.6 |
0.6 |
0.57 |
14.31M |
| 2026年 03月 03日 |
0.6 |
0.61 |
0.62 |
0.59 |
12.57M |
| 2026年 03月 02日 |
0.61 |
0.58 |
0.62 |
0.58 |
16.58M |
| 2026年 02月 27日 |
0.63 |
0.58 |
0.63 |
0.57 |
20.73M |
| 2026年 02月 26日 |
0.58 |
0.6 |
0.6 |
0.58 |
14.57M |
| 2026年 02月 25日 |
0.6 |
0.61 |
0.62 |
0.6 |
10.40M |
| 2026年 02月 24日 |
0.61 |
0.6 |
0.61 |
0.6 |
7.32M |
| 2026年 02月 23日 |
0.6 |
0.61 |
0.62 |
0.6 |
8.62M |
| 2026年 02月 20日 |
0.61 |
0.62 |
0.62 |
0.6 |
8.51M |
| 2026年 02月 19日 |
0.61 |
0.57 |
0.62 |
0.57 |
16.69M |
| 2026年 02月 16日 |
0.56 |
0.56 |
0.56 |
0.56 |
3.31M |
| 2026年 02月 13日 |
0.56 |
0.56 |
0.57 |
0.56 |
4.44M |
| 2026年 02月 12日 |
0.56 |
0.57 |
0.58 |
0.56 |
4.40M |
| 2026年 02月 11日 |
0.58 |
0.56 |
0.58 |
0.56 |
6.07M |
| 2026年 02月 10日 |
0.56 |
0.56 |
0.56 |
0.56 |
5.45M |
| 2026年 02月 09日 |
0.56 |
0.56 |
0.57 |
0.56 |
4.09M |
| 2026年 02月 06日 |
0.56 |
0.58 |
0.58 |
0.56 |
12.62M |
| 2026年 02月 05日 |
0.58 |
0.6 |
0.6 |
0.58 |
4.27M |
| 2026年 02月 04日 |
0.59 |
0.58 |
0.61 |
0.57 |
14.04M |
| 2026年 02月 03日 |
0.58 |
0.58 |
0.59 |
0.58 |
3.60M |
| 2026年 02月 02日 |
0.58 |
0.6 |
0.6 |
0.58 |
8.50M |
| 2026年 01月 30日 |
0.6 |
0.63 |
0.63 |
0.6 |
15.28M |
| 2026年 01月 29日 |
0.63 |
0.61 |
0.63 |
0.61 |
8.08M |
| 2026年 01月 28日 |
0.61 |
0.61 |
0.62 |
0.61 |
1.38M |
| 2026年 01月 27日 |
0.61 |
0.61 |
0.62 |
0.61 |
5.58M |
| 2026年 01月 26日 |
0.61 |
0.61 |
0.61 |
0.6 |
2.60M |
| 2026年 01月 23日 |
0.61 |
0.61 |
0.61 |
0.6 |
2.76M |
| 2026年 01月 22日 |
0.61 |
0.61 |
0.62 |
0.61 |
4.97M |
| 2026年 01月 21日 |
0.61 |
0.62 |
0.62 |
0.6 |
11.32M |
| 2026年 01月 20日 |
0.62 |
0.62 |
0.63 |
0.62 |
5.02M |
| 2026年 01月 19日 |
0.62 |
0.62 |
0.62 |
0.61 |
5.84M |
| 2026年 01月 16日 |
0.62 |
0.62 |
0.62 |
0.61 |
6.58M |
| 2026年 01月 15日 |
0.62 |
0.63 |
0.63 |
0.62 |
5.59M |
| 2026年 01月 14日 |
0.62 |
0.63 |
0.64 |
0.61 |
20.38M |
| 2026年 01月 13日 |
0.63 |
0.6 |
0.63 |
0.6 |
24.89M |
| 2026年 01月 12日 |
0.6 |
0.58 |
0.61 |
0.57 |
15.52M |
| 2026年 01月 09日 |
0.58 |
0.6 |
0.61 |
0.58 |
13.76M |
| 2026年 01月 08日 |
0.6 |
0.61 |
0.62 |
0.6 |
9.25M |
| 2026年 01月 07日 |
0.62 |
0.63 |
0.63 |
0.61 |
11.63M |
| 2026年 01月 06日 |
0.62 |
0.63 |
0.63 |
0.62 |
11.30M |
| 2026年 01月 05日 |
0.63 |
0.63 |
0.63 |
0.62 |
4.60M |
| 2026年 01月 02日 |
0.63 |
0.62 |
0.64 |
0.62 |
8.22M |
| 2025年 12月 31日 |
0.62 |
0.62 |
0.62 |
0.62 |
3.54M |
| 2025年 12月 30日 |
0.62 |
0.63 |
0.63 |
0.62 |
9.40M |
| 2025年 12月 29日 |
0.63 |
0.63 |
0.64 |
0.63 |
7.50M |
| 2025年 12月 26日 |
0.63 |
0.64 |
0.65 |
0.63 |
6.51M |
| 2025年 12月 24日 |
0.64 |
0.64 |
0.64 |
0.64 |
2.99M |
| 2025年 12月 23日 |
0.64 |
0.64 |
0.65 |
0.63 |
13.41M |
| 2025年 12月 22日 |
0.64 |
0.65 |
0.65 |
0.64 |
8.78M |
| 2025年 12月 19日 |
0.65 |
0.65 |
0.66 |
0.64 |
11.96M |
| 2025年 12月 18日 |
0.65 |
0.66 |
0.67 |
0.64 |
8.90M |
| 2025年 12月 17日 |
0.66 |
0.66 |
0.67 |
0.64 |
11.72M |
| 2025年 12月 16日 |
0.66 |
0.69 |
0.69 |
0.66 |
13.17M |
| 2025年 12月 15日 |
0.69 |
0.69 |
0.7 |
0.69 |
6.07M |
| 2025年 12月 12日 |
0.7 |
0.7 |
0.7 |
0.69 |
6.54M |
| 2025年 12月 11日 |
0.69 |
0.7 |
0.71 |
0.69 |
11.15M |
| 2025年 12月 10日 |
0.7 |
0.71 |
0.71 |
0.7 |
6.02M |
| 2025年 12月 09日 |
0.7 |
0.71 |
0.71 |
0.7 |
4.03M |
| 2025年 12月 08日 |
0.71 |
0.72 |
0.72 |
0.71 |
4.73M |
| 2025年 12月 05日 |
0.72 |
0.71 |
0.72 |
0.71 |
10.59M |
| 2025年 12月 04日 |
0.71 |
0.7 |
0.72 |
0.7 |
16.09M |
| 2025年 12月 03日 |
0.7 |
0.69 |
0.7 |
0.68 |
14.31M |
| 2025年 12月 02日 |
0.69 |
0.68 |
0.69 |
0.68 |
5.98M |
| 2025年 12月 01日 |
0.68 |
0.69 |
0.69 |
0.68 |
8.77M |
| 2025年 11月 28日 |
0.68 |
0.69 |
0.69 |
0.68 |
11.31M |
| 2025年 11月 27日 |
0.69 |
0.69 |
0.69 |
0.69 |
4.06M |
| 2025年 11月 26日 |
0.69 |
0.69 |
0.69 |
0.68 |
14.57M |
| 2025年 11月 25日 |
0.69 |
0.69 |
0.7 |
0.68 |
18.78M |
| 2025年 11月 24日 |
0.69 |
0.68 |
0.7 |
0.67 |
32.66M |
| 2025年 11月 21日 |
0.67 |
0.69 |
0.7 |
0.67 |
47.23M |
| 2025年 11月 20日 |
0.69 |
0.65 |
0.69 |
0.65 |
39.40M |
| 2025年 11月 19日 |
0.65 |
0.67 |
0.67 |
0.64 |
19.77M |
Very good contract usd89.8m value. Now can try to package the assets and contract and sell for good price. Those who need $ churn will like this type
Yangzijiang Maritime Secures Leasing Agreements with an Aggregate Contract Value of US$89.8 Million
&bull   The lease agreements cover 13 vessels (12 oil/chemical/product tankers and 1 AHTS mvessel) with lease periods ranging from 1 year to 8 years, which have an aggregate contract value of US$89.8 million.
 
&bull   In addition to generating recurring income over the lease period, the Group seeks to optimise overall investment returns through disciplined asset selection and prudent credit risk management.
 
&bull   The lease agreements are expected to have a positive contribution on the Group&rsquo s financial performance throughout the duration of these contracts, barring any
unforeseen circumstances.
 
&bull   At the core of the Group&rsquo s business model are its distinctive structural cost advantages, deep shipbuilding expertise, and extensive international maritime network, which underpin its capabilities to capitalise on a robust maritime outlook.
 
 
 
AGM on 30/4/26. Hopefully the managment will address the following questions which I have emailed them. 
Question 1: On Capital Allocation Strategy (Rights Issue vs. Share Buyback)
The Contradiction:  In pre-spin-off interviews, management strongly suggested a rights issue to reward shareholders by allowing them to buy shares at a discount. However, post-listing, the company has sought a buyback mandate (reducing capital) instead of a rights issue (raising capital). Furthermore, despite obtaining the buyback mandate in March 2026, the company did not repurchase any shares even as the stock traded down towards $0.505.
The Question:  Could management clarify the logic behind shifting from a capital-raising stance (rights issue) to a capital-reduction stance (share buyback)? Given that the buyback mandate was obtained but not utilized when the share price was depressed, does this indicate a lack of conviction in the valuation or were there other factors preventing deployment?
Question 2: On Financial Transparency and Reporting Frequency
The Context:  While the company adheres to SGX listing rules, investors are currently relying on analyst reports to track capital deployment progress  . Given that a key part of the investment thesis is the successful deployment of cash into vessels, there is a significant information lag between quarterly periods.
The Question:  Given the market' s reliance on understanding the pace of cash deployment into the 50-vessel pipeline, will the company consider providing voluntary quarterly business updates (even if not mandatory)? This would help bridge the gap between semi-annual reports and assure shareholders that the $400 million cash hoard is being actively put to work.
Question 3: On Return on Investment (ROI) of Deployed Capital
The Context:  The company targets project IRRs of 10-15% (unlevered) and 20-30% (levered). However, the FY2025 financial data shows a  Return on Equity (ROE) of ~7.8%  and a  Return on Invested Capital (ROIC) of ~5.6%  . This is significantly below the stated project targets.
The Question:  The financial statements indicate a Group ROE of ~7.8% and ROIC of ~5.6%  , which lags the 10-15% IRR targets. Is this simply a function of the large cash drag (where cash is earning near-zero returns), or are there specific vessel investments currently underperforming the 10% target? When does management expect the Group' s actual ROIC to converge with the 10-15% project target?
Question 4: On the 5-Year Growth Trajectory and Fleet Scaling
The Context:  The company has successfully secured a $90 million leasing contract for 13 vessels. However, the long-term thesis relies on scaling this to the " up to 50" newbuild pipeline. Investors need a quantifiable benchmark to track success against management' s own aspirations.
The Question:  Looking ahead 5 years, what is management' s specific target for recurring leasing income (charter income + finance lease interest) as a percentage of total income? Specifically, what proportion of the 85+ vessel portfolio (including newbuilds) do you intend to place on long-term leases versus holding for spot trading or capital gains, and what EPS growth rate does that imply?
For me, any dividend declared is a bonus already for a new face counter in the market.
Eyk3000 ( Date: 14-Apr-2026 22:42) Posted:
I didn' t expect the dividend to be $0.005  .
hokpin ( Date: 14-Apr-2026 21:43) Posted:
| Nvr expect got dividend 0.005😊 |
|
|
|
Precisely of price mismatched by market, we can profit from it. If u think the share is worth x++ and now is x, buy and wait for it to realise. May not be instantly, it will find its water level if market is interested. I guess no share will go up in a straight up slope. Vested since YZJ spin-off days!
I didn' t expect the dividend to be $0.005 

.
hokpin ( Date: 14-Apr-2026 21:43) Posted:
| Nvr expect got dividend 0.005😊 |
|
Nvr expect got dividend 0.005😊