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YZJ SHIP ORDER WON AS AT 07/11 $YZJ Shipbldg SGD (BS6.SG)$ Zhoushan Tsuneishi Shipbuilding Secures Order for 11 Bulk Carriers from Japan?s Nissen Kaiun 11/07/2025 Tsuneishi Group (Zhoushan) Shipbuilding (Zhoushan Tsuneishi Shipbuilding) has secured an order for 11 bulk carriers, scheduled for delivery between June 2027 and October 2028.

 

Joelinton .. wrong spelling, that' s why he is not playing for newcastle.

Stylefashion      ( Date: 06-Nov-2025 09:20) Posted: Bruh Joelton wanted to promote Lendlease Reit to Yangzijiang share holders.. maybe it is a good deal? hehe.. huattuatua      ( Date: 06-Nov-2025 09:18) Posted: bruh, this is yzj shipbuiding leh. :))

 

This is latest news.
However, 2 yards involved.
How the distribution between 2 is unknown.
How many of the 24 are optional also not stated.
Probably have to wait till offical signing of contracts before details made known.   

 

Anyone can verify if this update is current orders or past orders?

blesspeggy      ( Date: 06-Nov-2025 21:45) Posted: YZJ SHIP ORDER WON FROM HAPAQ LLOYD FOR FEEDERS WORTH $1.5B $YZJ Shipbldg SGD (BS6.SG)$ Hapag-Lloyd inks newbuilding contracts for up to 24 feeder ships Liner company poised to order methanol dual-fuelled vessels in $1.5bn play.

 

YZJ SHIP ORDER WON FROM HAPAQ LLOYD FOR FEEDERS WORTH $1.5B $YZJ Shipbldg SGD (BS6.SG)$ Hapag-Lloyd inks newbuilding contracts for up to 24 feeder ships Liner company poised to order methanol dual-fuelled vessels in $1.5bn play.

 

Bruh Joelton wanted to promote Lendlease Reit to Yangzijiang share holders.. maybe it is a good deal? hehe..

huattuatua      ( Date: 06-Nov-2025 09:18) Posted: bruh, this is yzj shipbuiding leh. :))) Joelton      ( Date: 06-Nov-2025 09:17) Posted: Lendlease Reit acquires 70% of PLQ Mall Deal will be financed by proposed private placement of units priced at S$0.597 to S$0.616 each   [SINGAPORE] The manager of Lendlease Global Commercial Real Estate Investment Trust (Lendlease Reit) said on Wednesday (Nov 5) that it signed an agreement to acquire 70 per cent of the units in PLQM Trust, which owns 100 per cent of PLQ Mall.   The vendor is understood to be sovereign wealth fund Abu Dhabi Investment Authority. The remaining 30 per cent of the trust is owned by the Reit&rsquo s sponsor, Australian-listed Lendlease Corp.   About S$270 million or more will be raised from a private placement of units priced at S$0.597 to S$0.616 each to fund the acquisition. The manager of the Reit said this move will help to fully finance the proposed transaction.   The issue price range represents a discount of between about 3.5 and 6.5 per cent to the volume weighted average price of S$0.6386 per unit in Lendlease Reit.    The deal is largely made up of a total equity consideration of S$234.3 million. The acquisition fee payable to the manager is around S$6.2 million, and other acquisition-related fees and expenses are valued at around S$6.3 million.    The agreed property value of PLQ Mall is S$885 million, at a 2.1 per cent or S$19 million discount to the appraised value by Knight Frank. The net property income yield is 4.5 per cent, based on the agreed property value.    Post-acquisition and completion of the Jem office divestment by Nov 12, Lendlease Reit&rsquo s total asset value will increase to S$3.9 billion, with Singapore representing 89 per cent of its portfolio. Gearing will stand at 38.3 per cent on a pro forma basis, while distribution per unit is expected to increase 2.5 per cent.    The manager said that the enlarged portfolio will be well-positioned to deliver consistent growth, with the proportion of essential services expected to rise from around 57.7 per cent to 59.9 per cent of the retail gross rental income.    In addition, the suburban retail component will expand to 62.7 per cent, supported by consumer demand for essential services and the stable, recurring income generated by well-allocated suburban malls.

 

bruh, this is yzj shipbuiding leh. :)))

Joelton      ( Date: 06-Nov-2025 09:17) Posted: Lendlease Reit acquires 70% of PLQ Mall Deal will be financed by proposed private placement of units priced at S$0.597 to S$0.616 each   [SINGAPORE] The manager of Lendlease Global Commercial Real Estate Investment Trust (Lendlease Reit) said on Wednesday (Nov 5) that it signed an agreement to acquire 70 per cent of the units in PLQM Trust, which owns 100 per cent of PLQ Mall.   The vendor is understood to be sovereign wealth fund Abu Dhabi Investment Authority. The remaining 30 per cent of the trust is owned by the Reit&rsquo s sponsor, Australian-listed Lendlease Corp.   About S$270 million or more will be raised from a private placement of units priced at S$0.597 to S$0.616 each to fund the acquisition. The manager of the Reit said this move will help to fully finance the proposed transaction.   The issue price range represents a discount of between about 3.5 and 6.5 per cent to the volume weighted average price of S$0.6386 per unit in Lendlease Reit.    The deal is largely made up of a total equity consideration of S$234.3 million. The acquisition fee payable to the manager is around S$6.2 million, and other acquisition-related fees and expenses are valued at around S$6.3 million.    The agreed property value of PLQ Mall is S$885 million, at a 2.1 per cent or S$19 million discount to the appraised value by Knight Frank. The net property income yield is 4.5 per cent, based on the agreed property value.    Post-acquisition and completion of the Jem office divestment by Nov 12, Lendlease Reit&rsquo s total asset value will increase to S$3.9 billion, with Singapore representing 89 per cent of its portfolio. Gearing will stand at 38.3 per cent on a pro forma basis, while distribution per unit is expected to increase 2.5 per cent.    The manager said that the enlarged portfolio will be well-positioned to deliver consistent growth, with the proportion of essential services expected to rise from around 57.7 per cent to 59.9 per cent of the retail gross rental income.    In addition, the suburban retail component will expand to 62.7 per cent, supported by consumer demand for essential services and the stable, recurring income generated by well-allocated suburban malls.

 

 

🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀  
it' s take off now 

Ovywind      ( Date: 06-Nov-2025 07:15) Posted: Financial numbers are good  tariff drama ends  clear path to head strong 💪   not sure why still plunging ???? 10/11 is d day ..

 

Financial numbers are good 
tariff drama ends 
clear path to head strong 💪  
not sure why still plunging ????
10/11 is d day .. 

 

This order was confirmed in 2023 and is part of their existing order book

blesspeggy      ( Date: 05-Nov-2025 20:49) Posted: YZJ SHIP ORDER WON FROM CMA CGM 10X24KTEU WORTH US$2B $YZJ Shipbldg SGD (BS6.SG)$ LOI $2B mentioned before turned to confirm Ed order. 海 事 服 务 网 CNSS获 悉 ， 法 国 达 飞 集 团 （ CMA CGM） 宣 布 投 资 约 20亿 美 元 新 增 10艘 24,000TEU级 超 大 型 液 化 天 然 气 （ LNG） 双 燃 料 集 装 箱 船 。

 

Indeed. All the major shipping lines have already seemed to have firmed up their sizeable newbuilding orders for the year. My guess is that YZJSB couldn' t commit to an early delivery date as their yards are all running at full capacity till like 2028/2029. Price wise, USD2.3b for 12 ships seems like the norm for China newbuild pricing, unless YZJSB quoted higher. Having insufficient yard capacity to undertake orders till like 3 to 4 years later is actually a positive, but I guess the market doesn' t see it that way. In the long term, YZJSB' s excellent financials should still prevail.

Waterrat      ( Date: 05-Nov-2025 18:48) Posted: Without winning this contract, it' s very challenging to hit 6b target  ETSJ77      ( Date: 05-Nov-2025 18:09) Posted: I doubt that YZJSB won the contract unless Maersk decided to add more than 12 newbuilds. The 4/11 report should be referring to this previous report: https://www.tradewindsnews.com/containers/maersk-slims-yards-selection-to-two-in-hunt-for-lng-dual-fuel-newbuildings/2-1-1879508. YZJSB might have been looking to win this contract to help them hit their annual target but I guess they have to look elsewhere.

 

YZJ SHIP ORDER WON FROM CMA CGM 10X24KTEU WORTH US$2B $YZJ Shipbldg SGD (BS6.SG)$ LOI $2B mentioned before turned to confirm Ed order. 海 事 服 务 网 CNSS获 悉 ， 法 国 达 飞 集 团 （ CMA CGM） 宣 布 投 资 约 20亿 美 元 新 增 10艘 24,000TEU级 超 大 型 液 化 天 然 气 （ LNG） 双 燃 料 集 装 箱 船 。

 

Without winning this contract, it' s very challenging to hit 6b target 

ETSJ77      ( Date: 05-Nov-2025 18:09) Posted: I doubt that YZJSB won the contract unless Maersk decided to add more than 12 newbuilds. The 4/11 report should be referring to this previous report: https://www.tradewindsnews.com/containers/maersk-slims-yards-selection-to-two-in-hunt-for-lng-dual-fuel-newbuildings/2-1-1879508. YZJSB might have been looking to win this contract to help them hit their annual target but I guess they have to look elsewhere.   Waterrat      ( Date: 05-Nov-2025 17:57) Posted: Thought someone had post that yzj had won the contract but not disclosed due to business confidential

 

I doubt that YZJSB won the contract unless Maersk decided to add more than 12 newbuilds. The 4/11 report should be referring to this previous report:
https://www.tradewindsnews.com/containers/maersk-slims-yards-selection-to-two-in-hunt-for-lng-dual-fuel-newbuildings/2-1-1879508.
YZJSB might have been looking to win this contract to help them hit their annual target but I guess they have to look elsewhere.

 

Waterrat      ( Date: 05-Nov-2025 17:57) Posted: Thought someone had post that yzj had won the contract but not disclosed due to business confidential? ETSJ77      ( Date: 05-Nov-2025 17:47) Posted: The business times report seems inaccurate. Blackrock sold 27m+ shares and not 37m+ shares. In the previous YZJSB declaration on 31/10, it was indicaed that Blackrock actually acquired 10m+ shares on 29/10. I have a feeling that the negative news could be because YZJSB lost out to New Times for the Maersk order of 12 nos. of LNG dual fuel container ship newbuildings worth USD2.3b. This is just my personal opinion. ddyod  https://www.tradewindsnews.com/shipyards/maersk-selects-chinese-yard-for-2-3bn-batch-of-lng-dual-fuelled-newbuildings/2-1-1895351

 

Thought someone had post that yzj had won the contract but not disclosed due to business confidential?

ETSJ77      ( Date: 05-Nov-2025 17:47) Posted: The business times report seems inaccurate. Blackrock sold 27m+ shares and not 37m+ shares. In the previous YZJSB declaration on 31/10, it was indicaed that Blackrock actually acquired 10m+ shares on 29/10. I have a feeling that the negative news could be because YZJSB lost out to New Times for the Maersk order of 12 nos. of LNG dual fuel container ship newbuildings worth USD2.3b. This is just my personal opinion. ddyod  https://www.tradewindsnews.com/shipyards/maersk-selects-chinese-yard-for-2-3bn-batch-of-lng-dual-fuelled-newbuildings/2-1-1895351

 

The business times report seems inaccurate. Blackrock sold 27m+ shares and not 37m+ shares. In the previous YZJSB declaration on 31/10, it was indicaed that Blackrock actually acquired 10m+ shares on 29/10.
I have a feeling that the negative news could be because YZJSB lost out to New Times for the Maersk order of 12 nos. of LNG dual fuel container ship newbuildings worth USD2.3b. This is just my personal opinion. ddyod 
https://www.tradewindsnews.com/shipyards/maersk-selects-chinese-yard-for-2-3bn-batch-of-lng-dual-fuelled-newbuildings/2-1-1895351

 

Lets wait for business results on Nov 11 👍

s100125      ( Date: 05-Nov-2025 10:55) Posted: BlackRock ceased to be a substantial shareholder. https://www.businesstimes.com.sg/companies-markets/yangzijiang-shipbuilding-tumbles-5-after-blackrock-sells-37-8-million-shares

 

I think we have to read into below sentence stated in all the announcements:
&ldquo Change in position due to a decrease in shares held as collateral.&rdquo
 

 

Probably not, These are very big FI, they do not normally work to earn pittance and so such quick swing trades.  If you do a google search you will find :
 

• January 3, 2025 Transaction: The price for the 10.8 million shares acquired was not made public in the  Business Times report.
• April 2025 Transactions: Yangzijiang Shipbuilding Holdings Ltd data shows the following price ranges for other transactions:
  • April 15, 2025: S$1.980&ndash S$2.030
  • April 11, 2025: S$1.920&ndash S$2.020
  • April 10, 2025: S$1.920&ndash S$1.980 

So ideally seeing the trade of 38.5 milliuon shares, and lets say on average they made a profit of 1.25 . this would amount to USD 48.125M profit. So lets say after fees settlement etc they woudl book a profit of around USD 47-47.5M. This is very good for them to prop up their cash holding and maintain " margin" on account without their brokers forced into selling. 

Again. this is just one narrative to be done. After earnings we will see if there is indeed some negetive news thats results into some serious correction. If we look at past year history the chances of negetive news is less.