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481-500 of 32784
The price is being manipulated and shorted down for no reason. Topday there is an aticle by JPM and they said that YZJ is not their preferred pick for 2026, WHY, becuase they sold al ltheir holding in YZJ recently, and they are probably short on the stock now. Height of manipulation.
This should be accounted for as the contract was signed long ago.
Just that somehow not reported.
Alpha Bulkers signs up for first boxship newbuildings
- Alpha Bulkers is said to have placed orders for 11 conventional fuel vessels across three Chinese shipyards
- Yangzijiang Shipbuilding is lined up to construct three 1,900 teu vessels
https://www.lloydslist.com/LL1155746/Alpha-Bulkers-signs-up-for-first-boxship-newbuildings
Going back above 3.5 soon.
SJ0724 ( Date: 28-Nov-2025 15:58) Posted:
| This counter is missing its soul at the moment... |
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It seems quite reasonable to expect YZJ to target ~S$0.13 ~ 0.15/share for FY 2025, i.e. mid-single-digit yield, assuming its strong orderbook and margin.
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Hope the upcoming dividend meet my estimation of 15 cents per share.
Winnertakeall ( Date: 02-Dec-2025 20:24) Posted:
| --- Post Removed by User --- |
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Captain on holiday
SJ0724 ( Date: 28-Nov-2025 15:58) Posted:
| This counter is missing its soul at the moment... |
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This counter is missing its soul at the moment...
you should really ignore any of such messages. YZJ is a solid counterm with a very bright future If you beleive it, jus tignore the noise. Any big dip can be a accumulating opportunity, but you need to be careful of the dip. Like the recent serious dip happened only because blackrock sold all its holding, but then it did not change the underlying fundamentals of the company. it woudl have bene really good if the mngt woudl have announced that some portion of the blackroack offload was bought back by the company. That would be solid. For long there has been no SBB which is a shame really.
This blesspeggy is a bit misleading....
vicloo ( Date: 28-Nov-2025 08:11) Posted:
Bought more? Where are we going now?
blesspeggy ( Date: 26-Nov-2025 10:09) Posted:
| YZJ- FINAL DAY TO COLLECT CHEAP
$YZJ Shipbldg SGD (BS6.SG)$
DYOD |
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Bought more? Where are we going now?
blesspeggy ( Date: 26-Nov-2025 10:09) Posted:
| YZJ- FINAL DAY TO COLLECT CHEAP
$YZJ Shipbldg SGD (BS6.SG)$
DYOD |
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Upcoming events on Yangzijiang Shipbuilding (Holdings) Ltd.
2026-03-03
Q4 2025 Earnings Release (Projected) |
Maybe they have huge position to offload. They need to spread fake news to mislead ppl to buy.
pkli899 ( Date: 26-Nov-2025 08:58) Posted:
| Aiyo....Seaspans & Trafigura, both orders already known to be won by other yards. |
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Title: YZJ Shipbuilding &ndash Updated View on Downside Risk
Sharing a refreshed downside-risk framework for YZJ (BS6) based on my earlier analysis and latest data as of late Nov 2025.
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Context and current valuation
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Share price is around S$3.3&ndash 3.4 recently, implying roughly 9&ndash 10x P/E based on current earnings.
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Consensus 12‑ month target is in the S$3.6&ndash 4.5 range, pointing to decent upside from here.
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Why downside should be cushioned
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Record orderbook with visibility into 2028 and continued order wins in 2024&ndash 2025 reduce the risk of a near‑ term revenue cliff.
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Shipbuilding margins are still around the low&ndash mid 30% region, helped by manageable steel costs and disciplined bidding.
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Balance sheet and cash generation remain solid, which supports the idea of valuation mean‑ reverting rather than collapsing.
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Updated downside scenarios (from S$3.3+ spot)
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Mild slowdown: If orders just normalize and sentiment cools, a pullback toward about S$3.00&ndash 3.20 (roughly &minus 5% to &minus 10%) is plausible via minor multiple compression.
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Bear case: A more serious order slowdown and some margin slippage could take the stock back toward roughly S$2.40&ndash 2.80 (about &minus 20% to &minus 30%), which corresponds to ~6.5&ndash 7x P/E, near its long‑ term average.
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Tail‑ risk case: Levels around S$2.00 (about &minus 40%) would likely require a combination of sharp order drought, bigger margin squeeze and cost shock &ndash still possible, but a low‑ probability stress scenario in current conditions.
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How this differs from early‑ 2025 fears
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Earlier in 2025, the key worry was failure to secure small‑ vessel orders since then, YZJ has continued to bag contracts and kept its orderbook healthy, so the &ldquo no‑ orders&rdquo trigger looks less imminent now.
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The same framework (earnings visibility + margin band + P/E mean reversion) still works, but downside today looks more like a general cycle/sentiment risk rather than a company‑ specific blow‑ up.
Conclusion: For investors who believe in the long‑ term yard story, the risk‑ reward from current levels still appears asymmetric &ndash short‑ term pullbacks are possible, but a move all the way to &ldquo disaster&rdquo levels likely needs a much worse macro and order environment than what we see now. DYODD
blesspeggy ( Date: 26-Nov-2025 10:09) Posted:
| YZJ- FINAL DAY TO COLLECT CHEAP
$YZJ Shipbldg SGD (BS6.SG)$
DYOD |
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YZJ- FINAL DAY TO COLLECT CHEAP
$YZJ Shipbldg SGD (BS6.SG)$
DYOD
Aiyo....Seaspans & Trafigura, both orders already known to be won by other yards.
YZJ EXPECTED TO ANNOUNCE NEW ORDERS WON NEXT WEEK TO WRAP UP THE YEAR- CUSTOMERS WILL HAVE THANKSGIVING AND X'MAS HOLIDAYS
$YZJ Shipbldg SGD (BS6.SG)$
1. 2xBulks- confirmed
2. 4xfeeders-confirmed
3. DANAOS 6xfeeders
4. SEASPANS 6xVLEC
5. TRAFIGURA 2XVLCC
6. Hapaq Lloyd 6xfeeders
DYOD
YZJ SHIP BUILDING PROGRESS AND HAND OVER BY 31/12
$YZJ Shipbldg SGD (BS6.SG)$
YTD:47 VS 56 SHIPS COMPLETED.
This will be the last update as we will focus on orders won by 31/12.
1. MSC ARABIC 16KTEU
2. XINFU LNG 17K M3
3. ELANDRA CYPRESS MR
4. TEN DELOS MR
5. YASA NAUTICAL MR
6. CMA CGM NORTE DOME 24kTEU
7. MAERSK TANGIER 9KTEU
8. BULKS
9. MR
