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Latest Forum Topics / YZJ Shipbldg SGD    Last:3.54    +0.08  Post Reply
The Only Shipbuilding Blue Chip in SGX!
Louistan
Senior
01-Apr-2026 11:08     
 
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 Alert Admin 		How do you delist from SGX - by buying it back from shareholders?

whereru      ( Date: 01-Apr-2026 10:39) Posted:

good if YZJ delist from SGX and list in HKEX...
Huat big big!!!
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stlimst
Master
01-Apr-2026 10:58     
 
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 Alert Admin 		SGX is really a mickey mouse exchange.
All the sound and fuy made by MAS and setting up of manyt committees, task forces, reviews, roundtable, EQDP, etc - ALL NO USE.

Save for a few deep bluechips, BBs always have a say.
What valuation are we talking about?

dexterderc      ( Date: 01-Apr-2026 10:48) Posted:

Maybe he's hinting bbs to push yzjsb to $10 on sgx.. 🤑

cltang      ( Date: 31-Mar-2026 22:21) Posted:

https://mp.weixin.qq.com/s/hs_9d530FZQlEtKqV-SuUA

他 进 一 步 给 出 了 一 个 极 具 震 撼 力 的 对 比 :若 核 心 资 产 扬 子 江 船 业 转 赴 香 港 上 市 ， 其 目 前 约 4新 元 的 股 价 水 平 ， 在 两 地 市 场 估 值 逻 辑 的 差 异 下 ， 理 论 上 有 望 获 得 接 近 10新 元 的 估 值 重 塑 。 这 种 显 著 的 &ldquo 估 值 分 化 &rdquo ， 正 是 驱 使 扬 子 江 系 重 新 审 视 资 本 主 战 场 的 关 键 诱 因 。

" He further provided a striking comparison: if core asset Yangzijiang Shipbuilding were to shift its listing to Hong Kong, its current share price of approximately SGD 4 could theoretically undergo a valuation re-rating to nearly SGD 10, driven by the divergent valuation logics of the two markets. This significant " valuation divergence" is precisely the key driver compelling the Yangzijiang group to re-evaluate its primary capital battleground."


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Heybie
Member
01-Apr-2026 10:56     
 
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 Alert Admin 		On the flip side.....he is hinting shares buy back $4 and delist..... 
Current market seems to cap the price within $4
 

dexterderc      ( Date: 01-Apr-2026 10:48) Posted:

Maybe he's hinting bbs to push yzjsb to $10 on sgx.. 🤑

cltang      ( Date: 31-Mar-2026 22:21) Posted:

https://mp.weixin.qq.com/s/hs_9d530FZQlEtKqV-SuUA

他 进 一 步 给 出 了 一 个 极 具 震 撼 力 的 对 比 :若 核 心 资 产 扬 子 江 船 业 转 赴 香 港 上 市 ， 其 目 前 约 4新 元 的 股 价 水 平 ， 在 两 地 市 场 估 值 逻 辑 的 差 异 下 ， 理 论 上 有 望 获 得 接 近 10新 元 的 估 值 重 塑 。 这 种 显 著 的 &ldquo 估 值 分 化 &rdquo ， 正 是 驱 使 扬 子 江 系 重 新 审 视 资 本 主 战 场 的 关 键 诱 因 。

" He further provided a striking comparison: if core asset Yangzijiang Shipbuilding were to shift its listing to Hong Kong, its current share price of approximately SGD 4 could theoretically undergo a valuation re-rating to nearly SGD 10, driven by the divergent valuation logics of the two markets. This significant " valuation divergence" is precisely the key driver compelling the Yangzijiang group to re-evaluate its primary capital battleground."


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dexterderc
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01-Apr-2026 10:48     
 
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 Alert Admin 		Maybe he's hinting bbs to push yzjsb to $10 on sgx.. 🤑

cltang      ( Date: 31-Mar-2026 22:21) Posted:

https://mp.weixin.qq.com/s/hs_9d530FZQlEtKqV-SuUA

他 进 一 步 给 出 了 一 个 极 具 震 撼 力 的 对 比 :若 核 心 资 产 扬 子 江 船 业 转 赴 香 港 上 市 ， 其 目 前 约 4新 元 的 股 价 水 平 ， 在 两 地 市 场 估 值 逻 辑 的 差 异 下 ， 理 论 上 有 望 获 得 接 近 10新 元 的 估 值 重 塑 。 这 种 显 著 的 &ldquo 估 值 分 化 &rdquo ， 正 是 驱 使 扬 子 江 系 重 新 审 视 资 本 主 战 场 的 关 键 诱 因 。

" He further provided a striking comparison: if core asset Yangzijiang Shipbuilding were to shift its listing to Hong Kong, its current share price of approximately SGD 4 could theoretically undergo a valuation re-rating to nearly SGD 10, driven by the divergent valuation logics of the two markets. This significant " valuation divergence" is precisely the key driver compelling the Yangzijiang group to re-evaluate its primary capital battleground."

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whereru
Senior
01-Apr-2026 10:39     
 
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 Alert Admin 		good if YZJ delist from SGX and list in HKEX...
Huat big big!!!
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Winnertakeall
Elite
01-Apr-2026 09:32     
 
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 Alert Admin 		Yes. SGX pennies wise pound foolish 😜

Panda8      ( Date: 01-Apr-2026 08:39) Posted:

It is time for SGX to wake up and do something about it before too late. Once they leave, will be no return. And SGX market will be getting smaller and smaller. 

cltang      ( Date: 31-Mar-2026 22:21) Posted:

https://mp.weixin.qq.com/s/hs_9d530FZQlEtKqV-SuUA

他 进 一 步 给 出 了 一 个 极 具 震 撼 力 的 对 比 :若 核 心 资 产 扬 子 江 船 业 转 赴 香 港 上 市 ， 其 目 前 约 4新 元 的 股 价 水 平 ， 在 两 地 市 场 估 值 逻 辑 的 差 异 下 ， 理 论 上 有 望 获 得 接 近 10新 元 的 估 值 重 塑 。 这 种 显 著 的 &ldquo 估 值 分 化 &rdquo ， 正 是 驱 使 扬 子 江 系 重 新 审 视 资 本 主 战 场 的 关 键 诱 因 。

" He further provided a striking comparison: if core asset Yangzijiang Shipbuilding were to shift its listing to Hong Kong, its current share price of approximately SGD 4 could theoretically undergo a valuation re-rating to nearly SGD 10, driven by the divergent valuation logics of the two markets. This significant " valuation divergence" is precisely the key driver compelling the Yangzijiang group to re-evaluate its primary capital battleground."


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Joelton
Supreme
01-Apr-2026 09:15     
 
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 Alert Admin

Yangzijiang Shipbuilding bags US$980 million in vessel contracts in Q1

The group&rsquo s outstanding order book stands at about US$22.8 billion

[SINGAPORE] Yangzijiang Shipbuilding said on Tuesday (Mar 31) that it secured shipbuilding contracts for 22 vessels in the first quarter of 2026, with an estimated aggregate value of about US$980 million.

The contracts are for 17 container ships, four oil tankers and one bulk carrier. These are scheduled for deliveries between 2028 and 2029.

The mainboard-listed shipbuilder does not expect the contracts to have any material impact on its net tangible assets per share or earnings per share for the financial year ending Dec 31, 2026.

The group said its outstanding order book stands at about US$22.8 billion for 256 vessels, after factoring in the latest quarter&rsquo s contracts and deliveries.

Shares of Yangzijiang Shipbuilding : BS6 -0.79% closed at S$3.78, down 0.8 per cent or S$0.03, on Tuesday, before the announcement.
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Panda8
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01-Apr-2026 08:39     
 
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 Alert Admin 		It is time for SGX to wake up and do something about it before too late. Once they leave, will be no return. And SGX market will be getting smaller and smaller. 

cltang      ( Date: 31-Mar-2026 22:21) Posted:

https://mp.weixin.qq.com/s/hs_9d530FZQlEtKqV-SuUA

他 进 一 步 给 出 了 一 个 极 具 震 撼 力 的 对 比 :若 核 心 资 产 扬 子 江 船 业 转 赴 香 港 上 市 ， 其 目 前 约 4新 元 的 股 价 水 平 ， 在 两 地 市 场 估 值 逻 辑 的 差 异 下 ， 理 论 上 有 望 获 得 接 近 10新 元 的 估 值 重 塑 。 这 种 显 著 的 &ldquo 估 值 分 化 &rdquo ， 正 是 驱 使 扬 子 江 系 重 新 审 视 资 本 主 战 场 的 关 键 诱 因 。

" He further provided a striking comparison: if core asset Yangzijiang Shipbuilding were to shift its listing to Hong Kong, its current share price of approximately SGD 4 could theoretically undergo a valuation re-rating to nearly SGD 10, driven by the divergent valuation logics of the two markets. This significant " valuation divergence" is precisely the key driver compelling the Yangzijiang group to re-evaluate its primary capital battleground."

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Heybie
Member
01-Apr-2026 05:46     
 
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 Alert Admin 		Yangzijiang Considers Delisting From SGX  .....31 March 2026
https://mp.weixin.qq.com/s/hs_9d530FZQlEtKqV-SuUA
 

cltang      ( Date: 31-Mar-2026 22:21) Posted:

https://mp.weixin.qq.com/s/hs_9d530FZQlEtKqV-SuUA

他 进 一 步 给 出 了 一 个 极 具 震 撼 力 的 对 比 :若 核 心 资 产 扬 子 江 船 业 转 赴 香 港 上 市 ， 其 目 前 约 4新 元 的 股 价 水 平 ， 在 两 地 市 场 估 值 逻 辑 的 差 异 下 ， 理 论 上 有 望 获 得 接 近 10新 元 的 估 值 重 塑 。 这 种 显 著 的 &ldquo 估 值 分 化 &rdquo ， 正 是 驱 使 扬 子 江 系 重 新 审 视 资 本 主 战 场 的 关 键 诱 因 。

" He further provided a striking comparison: if core asset Yangzijiang Shipbuilding were to shift its listing to Hong Kong, its current share price of approximately SGD 4 could theoretically undergo a valuation re-rating to nearly SGD 10, driven by the divergent valuation logics of the two markets. This significant " valuation divergence" is precisely the key driver compelling the Yangzijiang group to re-evaluate its primary capital battleground."

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cltang
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31-Mar-2026 22:21     
 
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 Alert Admin 		https://mp.weixin.qq.com/s/hs_9d530FZQlEtKqV-SuUA

他 进 一 步 给 出 了 一 个 极 具 震 撼 力 的 对 比 :若 核 心 资 产 扬 子 江 船 业 转 赴 香 港 上 市 ， 其 目 前 约 4新 元 的 股 价 水 平 ， 在 两 地 市 场 估 值 逻 辑 的 差 异 下 ， 理 论 上 有 望 获 得 接 近 10新 元 的 估 值 重 塑 。 这 种 显 著 的 &ldquo 估 值 分 化 &rdquo ， 正 是 驱 使 扬 子 江 系 重 新 审 视 资 本 主 战 场 的 关 键 诱 因 。

" He further provided a striking comparison: if core asset Yangzijiang Shipbuilding were to shift its listing to Hong Kong, its current share price of approximately SGD 4 could theoretically undergo a valuation re-rating to nearly SGD 10, driven by the divergent valuation logics of the two markets. This significant " valuation divergence" is precisely the key driver compelling the Yangzijiang group to re-evaluate its primary capital battleground."
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Panda8
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31-Mar-2026 19:53     
 
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 Alert Admin
Published 31 March 2026, 18:19
 
 


Alpha Omega Marine, a Singapore-based shipping investment platform managed by two Greek partners, confirmed on Tuesday that it has inked its first bulker newbuildings.

TradeWinds already reported in November about market sources naming Alpha Omega as a partner in a quartet of 40,000-dwt handysizes that Yangzijiang Maritime Development (YZJ Maritime) announced ordering at an undisclosed shipyard.
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JurongW
Elite
31-Mar-2026 18:15     
 
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Yells: "Earnings give weight, Chart give wings"
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 Alert Admin 		a picture of a dachshund with the words you 're welcome

Panda8      ( Date: 31-Mar-2026 18:14) Posted:

Thanks for the update 

JurongW      ( Date: 31-Mar-2026 17:37) Posted:



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Panda8
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31-Mar-2026 18:14     
 
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 Alert Admin 		Thanks for the update 

JurongW      ( Date: 31-Mar-2026 17:37) Posted:


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Panda8
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31-Mar-2026 17:50     
 
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 Alert Admin 		Cool, just ignore the noises. 

Winnertakeall      ( Date: 30-Mar-2026 11:48) Posted:

SITC orders feeder container ships
worth $137m at Yangzijiang Shipbuilding

The six 1,100-teu newbuildings were option vessels that the company held at shipyard

Intra-Asia liner specialist SITC International Holding has lifted its growing orderbook with six 1,100-teu container ship newbuildings.

The Hong Kong-listed company said it has contracted Yangzijiang to build the series of feeder vessels to be delivered between March and August 2028.

pkli899      ( Date: 27-Mar-2026 16:13) Posted:

Is exercise option la.....USD137m.
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JurongW
Elite
31-Mar-2026 17:37     
 
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Yells: "Earnings give weight, Chart give wings"
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 Alert Admin
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Winnertakeall
Elite
30-Mar-2026 11:48     
 
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SITC orders feeder container ships
worth $137m at Yangzijiang Shipbuilding

The six 1,100-teu newbuildings were option vessels that the company held at shipyard

Intra-Asia liner specialist SITC International Holding has lifted its growing orderbook with six 1,100-teu container ship newbuildings.

The Hong Kong-listed company said it has contracted Yangzijiang to build the series of feeder vessels to be delivered between March and August 2028.

pkli899      ( Date: 27-Mar-2026 16:13) Posted:

Is exercise option la.....USD137m.
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Winnertakeall
Elite
30-Mar-2026 11:38     
 
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Yangzijiang Shipbuilding (2026) Analysis:
Earnings Outlook, Margins, and Investment Risks Explained



Posted on March 27, 2026 

Excerpt from Maybank Research Pte Ltd report.
  • Maybank initiates coverage on Yangzijiang Shipbuilding with a HOLD rating and a DCF-based target price of SGD 4.15, citing that the shipbuilding cycle and margins are past peak levels.
  • Yangzijiang is supported by a strong balance sheet and a robust orderbook (~USD22.4b), ensuring medium-term revenue visibility but with earnings CAGR moderating to 5% for FY25&ndash 28.
  • Gross margins have risen sharply (from 14% in FY21 to 34% in FY25), but are expected to normalize to around 29% by FY28 as pricing softens and competition rises.
  • Order momentum is slowing, with new shipbuilding orders forecast to decline further in 2026 due to high orderbook levels, softer demand, and FX headwinds from a stronger RMB.
  • While the dividend yield is attractive (5&ndash 6%) and supported by a 50% payout, further upside is limited due to capital needs for investments and capex.
  • Risks include faster margin normalization, weaker demand, and FX fluctuations upside risks are stable steel prices, stronger execution, and order reallocation from weaker yards.
  • Maybank prefers Seatrium and Marco Polo Marine for better upside due to their offshore order exposure and margin recovery potential.
     
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pkli899
Supreme
27-Mar-2026 16:13     
 
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 Alert Admin 		Is exercise option la.....USD137m.
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blesspeggy
Senior
27-Mar-2026 15:45     
 
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 Alert Admin 		YZJ NEW ORDER WON AS AT 27/3 6X1,100TEU WORTH US$130M FROM SITC $YZJ Shipbldg SGD (BS6.SG)$ 3月 27日 ， 海 丰 国 际 控 股 有 限 公 司 （ 以 下 简 称 ?海 丰 国 际 ?） 发 布 《 须 予 披 露 交 易 建 造 集 装 箱 船 舶 》 的 公 告 ， 其 全 资 附 属 公 司 海 丰 船 东 有 限 公 司 将 行 使 与 造 船 商 所 订 立 造 船 期 权 合 约 项 下 建 造 另 外 六 艘 船 舶 的 期 权 ， 总 代 价 为 1.37亿 美 元 （ 约 合 人 民 币 9.5亿 元 ） 。
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kt3152
Supreme
25-Mar-2026 10:12     
 
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 Alert Admin 		Let's see if it can close gap at 3.98.....
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