YZJ Shipbldg SGD Last:3.4

-0.04

The Only Shipbuilding Blue Chip in SGX!

delayed by 1 day

hopefully can sustain there

huattuatua ( Date: 06-Oct-2025 09:33) Posted:

if today can close abv 340, will be nice

huatz

AI Overview

Yangzijiang Shipbuilding (Holdings) (SGX: BS6) can be considered a good stock due to its strong fundamentals, including a robust order backlog, high rate of profit reinvestment, and history of profitability even during industry downturns. However, growth is expected to slow, and recent events, such as proposed US port fees on Chinese-built vessels, and market sentiment around a potential downturn in the shipbuilding cycle, could pose risks. Analysts provide a generally positive outlook, with some classifying it as a " Super Stock" and others reiterating " Buy" ratings, but due diligence is recommended.

Pros of Yangzijiang Shipbuilding

Strong Order Backlog:

The company has a substantial order book through 2028, providing significant earnings visibility and revenue growth potential.
Profitable Operations:

Yangzijiang has consistently remained profitable, even during industry downturns, and has seen significant growth in earnings.
Reinvesting Profits:

The company reinvests a large portion of its profits at a high rate of return, contributing to its growth.
Strategic Pivot:

It is focusing on cleaner, dual-fuel vessels and gas carriers, which are in demand and could attract more investment from ESG funds.
Good Value:

The stock' s price-to-earnings (P/E) ratio is relatively low compared to the market, potentially indicating an attractive valuation.
Insider Ownership:

Leadership' s significant personal investment in the company suggests a focus on shareholder interests.

Cons and Potential Risks

Slowing Earnings Growth:

While earnings have been strong, industry forecasts suggest the rate of growth is expected to slow.
Industry Cyclicality:

The shipbuilding industry is cyclical, and a slowdown in order wins or a general downturn could impact future performance.
Geopolitical Risks:

A proposed US trade measure to apply port fees on Chinese-built vessels could negatively affect the company.

Analyst Sentiment

Positive Classification:

Some analysts, such as Stockopedia, classify it as a " Super Stock" based on a composite score of fundamental and technical factors.
Buy Recommendations:

Many analysts, including DBS Bank, have reiterated " Buy" ratings, driven by the strong order book and growth catalysts.
Short-term Opportunity:

StockInvest.us suggests that the current price level may offer a short-term buying opportunity.

Conclusion

Yangzijiang Shipbuilding appears to be a financially sound company with a strong position in the market, driven by a high-value order backlog and a focus on cleaner vessels. While risks exist, such as potential slowdowns and geopolitical factors, the overall outlook remains positive for the stock, with strong potential for earnings growth in the near term

if today can close abv 340, will be nice

huatz

Nice.

Seems like China was just waiting for US to exhaust itself before going on offensive.

blesspeggy ( Date: 05-Oct-2025 10:07) Posted:

China Countermeasures on USTR 301 Port FEES take effect on 01/10. Expect US to delay or tweak the actions after APEC Meeting and 5th round of Trade Talks. $YZJ Shipbldg SGD (BS6.SG)$ 我国《海运条例》如何适用于美国对中国造船 301调查措施任雁冰， 15902025918 摘要美国对中国造船 301调查措施将于 10月 14日起施行，届时将对中国船东经营的美国航线船舶以及其他国家船东经营的美国航线上的中国建造船舶征收额外服务费，由此给中国船东及中国造船厂造成实质损害。按我国最新修订的《海运条例》，我国有权按《中美海运协定》要求美国终止 301调查措施并采取适当补救措施；如其不能提供充分有效救济的，我国也有权按我国《海运条例》第四十八条采取反制措施，包括明确法律依据、权衡适当的措施、评估和证明 301调查措施造成的损失、协调各相关主管部门制定和执行实施机制、事先预判全球海运和造船秩序重构等。

The 10 best-performing stocks on Singapore STI for Q3

Leading the pack on the index are Yangzijiang Shipbuilding, CDL and DFI Retail Group
https://bt.sg/phxk

YZJ SHIP BUILDING COMPLETION AS AT 01/10 $YZJ Shipbldg SGD (BS6.SG)$ YTD: 37/56 Ships Completed. 生产速递】 8000TEU集装箱船 ?KMTC MOMBASA?轮交付离厂扬子江船业 2025年 10月 01日 13:39 听全文

YZJ- CATALYST $YZJ Shipbldg SGD (BS6.SG)$ FED RATE CUTS IN OCT & DEC The government shutdown is likely to cement additional Fed interest rate cuts Published Wed, Oct 1 20252:00 PM EDTUpdated 6 hours ago

YZJ NEW ORDERS WON OF 6X 18KTEU LARGE CONTAINERS FROM MARESK WORTH $1.2B. $YZJ Shipbldg SGD (BS6.SG)$ YTD: 50 Ships orders won worth $3.1B Maersk slims yards selection to two in hunt for LNG dual-fuel newbuildings Chinese duo slugging it out for 12-ship order TradeWinds correspondentLondon Updated 2 October 2025, 06:28 Danish shipowner AP Moller-Maersk has narrowed down its choice of shipbuilders to two as it accelerates efforts to secure yard slots for up to 12 LNG dual-fuelled newbuildings. Brokers said the liner giant has homed in on China?s New Times Shipbuilding and Yangzijiang Shipbuilding for its planned order of six firm and a similar-sized clutch of optional 18,000-teu ships.

YZJ- THE HYPE OF NEW ORDERS WON AND OLD ORDERS TERMINATED NET $440-$180=$260M $YZJ Shipbldg SGD (BS6.SG)$ Price back to last Friday closing price. In Oct'25 expect the HAPAG Lloyd LOI of $2.1B will turn confirmed orders. Furthermore, Maersk reported to confirm the $1.5B new orders with YZJ too in Oct'25. Lastly, HMM 10x feeders are worth $0.5B already in the pocket. USTR 301 Port FEES will expect to postpone amid negotiation with China on trade tariffs. CHINA Q4 stimulus. FEB rate cut in Oct and Dec'25. YZJ Q3 business updates on 06/11 and before expect to have new orders and new ships building completion announcement. Stay tuned. DYOD. TP: $4.(JPM).

Seaspan seals Yangzijiang newbuild brace - October 1, 2025

Seaspan Corporation has expanded its newbuilding pipeline with an order for two 11,800 teu containerships at China Yangzijiang Shipbuilding.

The deal was disclosed as part of a wider $440m package of eight vessel contracts announced by Yangzijiang to the Singapore Exchange.
The new orders take the yard 2025 intake to 44 ships worth $1.9bn.

Seaspan latest move cements its long-standing ties with Yangzijiang and adds to a string of recent big-ticket newbuildings placed at Chinese yards.
Earlier this year, the Bing Chen-led owner booked twelve 9,000 teu ships at Hudong-Zhonghua and Shanghai Waigaoqiao, with deliveries from 2028.

Seaspan, part of Atlas Corp, is the world largest containership lessor with a fleet of more than 180 vessels in the water and over 40 on order.

The two new 11,800 teu units at Yangzijiang are scheduled to deliver between 2027 and 2029

YZJ- COMPANY INFO OF GLEON $YZJ Shipbldg SGD (BS6.SG)$ General Information Official company information and location Registration Number200908512H Registered Address 50 ARMENIAN STREET #03-02 WILMER PLACE SINGAPORE 179938 Operating StatusLive Company Company Age16 years, 4 months BuildingCHINATOWN POINT Website http://www.gloen.ch/ Description About GLOBAL ONE ENERGY PTE. LTD. Global One Energy (Gloen) was founded in 2009 and benefits from the expertise of its founding partners in oil and oil products trading as well as trade finance. The company specializes in the trading, brokering, and transportation of oil products and LPG. Global One Energy is exclusively owned by its management and employees and follows a flat management structure. The company is committed to providing premium and cost-efficient services while prioritizing ethical behavior and trust. Company Information GLOBAL ONE ENERGY PTE. LTD. (the "Company") The Company is a Local Company and it's current status is Live Company. The company was registered / incorporated on 14 May 2009 (Thursday), 16 years ago with a paid up capital of $1,000,000 The address of this company registered office is 50 ARMENIAN STREET #03-02 WILMER PLACE SINGAPORE 179938 located at CHINATOWN POINT The company has 6 officers / owners / shareholders. The company was formally known as GLOEN. The company latest annual return date is on 31 October 2024, 11 months ago. The company principal activity is OTHER HOLDING COMPANIES. The company secondary activity is MANAGEMENT CONSULTANCY SERVICES N.E.C..

YZJ- ONWNER OF THE 4XMR CONTRACT TERMINATED $YZJ Shipbldg SGD (BS6.SG)$ SINGAPORE BASED SWISS TRADER- GLEON. Contract signed in 2023. Low-profile Swiss trader Global One Energy orders product tanker quartet Company?s main products are LPG, fuel oil and high sulphur gas oil Global One Energy is a Swiss trading company based in Geneva.Photo: Alessandra Volterra/Wikimedia Irene Ang Singapore Published 8 November 2023, 17:40 A Swiss-based trading company is said to have splashed about $180m on a series of MR tanker newbuildings in China. Several shipbuilding sources said Global One Energy ? the Geneva-based outfit also known as Gloen ? has ordered four 50,000-dwt product tankers at Yangzijiang Shipbuilding to be delivered between 2026 and 2027.

Well done!

blesspeggy ( Date: 30-Sep-2025 17:23) Posted:

CHINA MARITIME ACT VS. USTR 301 PORT FEES w.e.f 14/10. $YZJ Shipbldg SGD (BS6.SG)$ China prepares retaliation playbook ahead of US port fee deadline Sam ChambersSeptember 30, 2025 China is taking preemptive action against the US?s plans to hike port fees for China-linked tonnage. Chinese premier Li Qiang signed a State Council decree over the weekend, which states that China will take necessary countermeasures against countries or regions that impose or support discriminatory bans, restrictions, or similar measures targeting Chinese operators, vessels, or crew engaged in international maritime transport and related services. The US Trade Representative (USTR) is due to impose port fees from October 14, though the final rules remain unpublished. US Customs & Border Protection is working on a collection system. The opaqueness of the incoming legislation has led some to argue that, like other negotiating tactics that the Donald Trump trade team has adopted this year, the October 14 deadline may well be extended, or even scrapped. ?Not everyone is convinced that the October 14 USTR port call fees on China-made vessels and operators will materialise, as the issue may be part of the ongoing US-China negotiations,? commented Judah Levine, head of research at Freightos, a box booking platform, in a note to clients earlier this month.

dam shiok la this counter

Patience pays off slowly.

Yangzijiang Shipbuilding closes 1.5% lower on cancellation of US$180 million in contracts

It terminated shipbuilding contracts with an unnamed buyer whose sole shareholder is allegedly involved in evading US sanctions, laws and regulations

[SINGAPORE] Shares of Yangzijiang Shipbuilding fell on Monday (Sep 29) after news of the Chinese vessel maker&rsquo s termination of US$180 million worth of contracts.

As at 11.58 am, the counter hit an intraday low of S$3.06, with around 31.7 million shares traded. This was 6.7 per cent or S$0.22 down from Friday&rsquo s closing price of S$3.28.

It finished the day at S$3.23, still down by 1.5 per cent or S$0.05, with around 52.8 million shares transacted. It was one of the top traded stocks on the Singapore Exchange by volume on Monday.

In a Sep 27 statement, Yangzijiang Shipbuilding said three of its subsidiaries had cancelled shipbuilding contracts worth around US$180 million with an unnamed buyer. The contracts were for four units of 50,000 deadweight tonnage medium-range oil tankers.

Jiangsu Yangzijiang Shipbuilding, Jiangsu New Yangzi Shipbuilding and Jiangsu Yangzi Xinfu Shipbuilding cancelled the contracts after having received &ldquo critical information&rdquo that the buyer&rsquo s sole shareholder was allegedly involved in a scheme to circumvent US sanctions, laws and regulations.

The allegations had only just come to light despite &ldquo earlier extensive due diligence on the buyer and its shareholder&rdquo , Yangzijiang Shipbuilding said.

&ldquo In light of these developments and based on legal advice that they have received, the subsidiaries have determined that the buyer is in anticipatory repudiatory breach of the contracts,&rdquo the statement said.

The company said that it had not recognised any revenue or profit relating to the contracts up to Jun 30, 2025. It added that it had received a deposit of 10 per cent of the value of the deal (around US$18 million) at the time of the signing of the contract, as well as collected a 10 per cent instalment worth US$4.5 million for the building of one vessel, which had just started.

In a separate statement, Yangzijiang Shipbuilding said it had secured additional shipbuilding contracts for eight vessels, with a total contract value of US$440 million. These are scheduled for delivery between 2027 and 2029.

The terminations and the new contracts are not expected to have a material impact on the company&rsquo s net tangible assets and earnings per share for the current financial year ending December.

Congrats to those who bought in the dip yesterday.

THANKS TO THE 13M SHORTSELLS YESTERDAY. $YZJ Shipbldg SGD (BS6.SG)$ Chow Tar liao....short squeeze

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The Only Shipbuilding Blue Chip in SGX!

The 10 best-performing stocks on Singapore STI for Q3

Seaspan seals Yangzijiang newbuild brace - October 1, 2025