| Latest Forum Topics / YZJ Shipbldg SGD Last:3.41 -- |
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The Only Shipbuilding Blue Chip in SGX!
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Iceycoke
Senior |
07-Mar-2026 12:48
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Possible but $3.92 is a must.
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Winnertakeall
Elite |
07-Mar-2026 10:49
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📊 Yangzijiang Shipbuilding Outlook for 2026 1️ Strong earnings momentum continues The company just reported record profits in 2025, showing strong operating performance.
🚢 2️ Massive orderbook gives revenue visibility One of YZJ biggest strengths is its backlog.
👉 This backlog is the main reason analysts remain bullish on YZJ |
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vicloo
Supreme |
07-Mar-2026 09:12
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xd likely hit under 3.8
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Winnertakeall
Elite |
07-Mar-2026 07:53
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Yangzijiang promises quality earnings,
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Shenzhun01
Senior |
05-Mar-2026 09:48
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Profit-taking and bound for correction i guess. | ||||
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Iceycoke
Senior |
04-Mar-2026 18:28
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Wait at lower price. Below $4 | ||||
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Elf2000
Elite |
04-Mar-2026 09:47
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Q n withdraw buy at 4.25 then suddenly climbed back missed my opportunity to buy... | ||||
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Winnertakeall
Elite |
04-Mar-2026 08:26
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1. FY2025 Results Solid Earnings & Dividend Growth ▶ Strong financial performance YZJ posted FY2025 net profit of RMB 8.6 billion, up ~30% y/y. H2 profit grew ~24.6% on higher deliveries and better pricing. Gross shipbuilding margins remained robust (~35%), indicating operational health. ▶ Dividend increase Final dividend raised to S$0.20 per share (from S$0.12 prior), indicating earnings confidence. Dividend payout ratio around 50%, a level analysts see as sustainable for 2026 - 27 if order execution continues. ➡ ️ Conclusion: Results beat expectations, margins are healthy, and dividends have been notably increased & mdash positive fundamentals. 📈 2. Order Book & Earnings Visibility ▶ Strong backlog Order book around US$22.4 billion with hundreds of vessels secured through to 2030. ▶ 2026 new order targets Management set a US$4.5 billion order win target for FY2026, suggesting confidence in market demand. ▶ Analyst views Order wins and sustained delivery schedules are seen as underpinning earnings visibility. ➡ Conclusion: A large order book and a solid target for fresh orders help support future earnings & mdash a key factor in valuation and long-term outlook. 📊 3. Valuation & Analyst Ratings ▶ Buy Ratings from Brokers UOB Kay Hian maintains a BUY recommendation with a target price higher than current trading levels, citing strong margins and dividends. Other brokers (e.g., CGS International) also highlighted buoyant earnings and dividend yields with lifted target prices. ▶ Attractive valuation metrics Forward PE ratios for 2026 estimated below peer averages in some analyses. Dividend yields seen as appealing (often cited ~4& ndash 5% range FY2026& ndash 27). ➡ Conclusion: Analysts generally rate YZJ as Buy/Add with upside potential from current prices if market and execution trends hold. |
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Elf2000
Elite |
03-Mar-2026 14:50
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Got sellers press down already! Nice! | ||||
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huattuatua
Elite |
03-Mar-2026 10:40
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one of the best performing stocks in terms of cap appreciation. |
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aFewGoodman
Member |
03-Mar-2026 10:30
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As long as the dividends can provide > 4% return for my investment, I will keep. | ||||
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huattuatua
Elite |
03-Mar-2026 09:52
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yesterday i tot this counter would have tanked big time becos of the outbreak of war and little did i realise that it keeps surging past its ath at frightening speed but since i have held it for so long, i decide to hold it for a while more and will tp once i realise any weakness, the mkts will remain irrational longer than u can remain solvent ya. lol |
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Elf2000
Elite |
03-Mar-2026 09:25
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ATH 4.60! quite scary level already... today moved up I let go my balance lots treat it as dividend.
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Panda8
Veteran |
03-Mar-2026 09:10
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BB pushing to 4.56 ATH now | ||||
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Louistan
Senior |
02-Mar-2026 18:07
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Strong performance in a very weak market. What happens if the market recovers? It should go straight up to $5? | ||||
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RedAnt
Member |
02-Mar-2026 16:40
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There is not fix date yet. Need approval during the AGM on the dividend. | ||||
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Maxgrow68
Elite |
02-Mar-2026 15:41
Yells: "Right and Kind. Choose Kind then you are always Right !" |
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Tks Bro.
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Heybie
Member |
02-Mar-2026 14:02
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Check out this website for all Singapore Stock Divident History...Pay date...Ex date... https://www.dividends.sg/
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Maxgrow68
Elite |
02-Mar-2026 14:01
Yells: "Right and Kind. Choose Kind then you are always Right !" |
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Oic, thanks Hahaha!
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Panda8
Veteran |
02-Mar-2026 11:47
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Dont Kan Cheong, The payment of the recommended final tax exempt (one-tier) dividend of SGD20.0 cents per share will be subjected to shareholders&rsquo approval to be obtained at the coming Annual General Meeting. The payment date will be announced in due course as well as closure date. More to come.......
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