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YZJ Maritime
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YZJ Maritime
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alanchee
Senior |
18-Feb-2026 20:04
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Tomorrow got chance to hit/close 59/60 | ||||
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pasttime
Supreme |
18-Feb-2026 10:20
Yells: "gold silver are real money. not others iou." |
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proposed adoption of share buyback mandate egm 2.30pm, 6 mar 26. 168 robinson rd, #09-01 capital tower. mas portal reported shorts as of 6 feb 26 is 50,632,719. 1.45% of outstanding shares. |
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rayokc
Senior |
16-Feb-2026 18:35
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Will continue to drop below 30 cents. | ||||
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SlothSG
Veteran |
16-Feb-2026 13:53
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6 Mar 2026 😉
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pkli899
Supreme |
16-Feb-2026 12:01
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Happy CNY. Wish all good health and good wealth. HUAT AR! |
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For_The_Next_Leg
Master |
16-Feb-2026 10:20
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Since its recent listing, YZJ Maritime stands to benefit from Singapore' s port hitting a record 44.66 million containers in the past year. As a maritime investment and ship-financing specialist, the increased vessel arrivals and aggregate arrivals (where Singapore leads globally) create a fertile environment for their chartering and financing services.
https://www.channelnewsasia.com/today/big-read/port-singapore-competition-region-5923706
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EddieLeong
Member |
13-Feb-2026 17:14
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Just my view I expect the price to stay around this level in the near term. Since i am long term investor, I have taken a small position as well&mdash no one can ever say with certainty what the perfect entry price is. My believe long term (1-3years) this is the stock that can be trusted for dividend as well as growth. In the near term, what could make a difference is Yanzijiang Maritime FY2025 financial results particularly whether its profits can sustain a dividend yield of around 5%. Last year 5% yield was based on a combined payout and the share price is 0.69 (Yanzijiang Financial and Yanzijiang Maritime were still together). After the split, and factoring in growth, it is difficult to judge the appropriate valuation. Currently, the combined price of 0.335 (Financial) + 0.565 (Maritime) = 0.90. Does this imply that FY2025 profits need to be about 30% higher to support a 30% increase in dividends, assuming the same 40% payout ratio? how many percentage is for Maritime and how many for finanical? However, I understand that Maritime is a high‑ growth stock, and ultimately the market will decide its valuation not just dividend itself. It has always been challenging to factor in the appropriate growth multiple. In mid and long term, Cons Mainly due to shipping‑ line sentiment after Masek Line was affected by the Red Sea route. Other shipping lines may also be impacted by overcapacity, which could lead to weaker demand for new vessel orders going forward next few years. Pros Maritime are planning a share buyback of up to 10% pending shareholder approval (likely after the AGM in April), we will then have more clarity on the price level at which they execute the buyback, which will likely act as the strongest support. Together with the Singapore Government S$1.5 billion liquidity‑ boosting initiative and the upcoming CPF investment scheme (pending more details). The business outlook remains sound. I trust CEO Ren&rsquo s vision that despite the current overcapacity, there will still be a need to renew fleets with larger, more fuel‑ efficient vessels equipped with modern technology to replace aging ships. |
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kt3152
Supreme |
13-Feb-2026 14:09
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Sentiment was affected by yzj finance...good for collection at current level....vested... | ||||
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n3wbie
Elite |
13-Feb-2026 13:41
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Selling pressure still relatively strong but clearly there' s accumulation from the movements.
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HuatAh7898
Elite |
13-Feb-2026 13:07
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Taking off towards 60 Dydd
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HuatAh7898
Elite |
13-Feb-2026 09:11
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Just continue accumulate Wait for the announcement Dydd |
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pasttime
Supreme |
13-Feb-2026 08:35
Yells: "gold silver are real money. not others iou." |
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expecting fy report around 7 trading days time. wait for good news to roast the shorts. |
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rayokc
Senior |
12-Feb-2026 18:11
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Washing machine. | ||||
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n3wbie
Elite |
11-Feb-2026 16:05
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Hope so, needs to convincingly reclaim 60c and stay above. It broke above last week to touch 61 then came back down.
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kt3152
Supreme |
11-Feb-2026 13:46
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Looks like double bottom and trending up...
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rlong8288
Master |
11-Feb-2026 09:10
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58 also look good
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Sgvale
Supreme |
11-Feb-2026 09:06
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Looks good | ||||
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n3wbie
Elite |
10-Feb-2026 21:12
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Would have thought that YZJM is the crown jewel that was carved out - and book value which is around current price should see support? Would look to see their deployment and where the growth would be - of course, generous dividends will always be a bonus! | ||||
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HVRRVH
Elite |
10-Feb-2026 19:03
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Yes in fact ATH before spin off was $1.24. It is disappointing even though it is expected that post spin, the combined price may drop a bit due to profit taking but to shed off 27.5% (using $1.24) is a bit too much. I would have expected it to stay around $1 combined post spin off and have accordingly accumulated more but for the time being, I will just monitor and do nothing. Objectively speaking, with free YZJM shares as pure profit, it is still not bad but both YZJM and YZJF better start showing they can climb higher, starting with the upcoming FY results.
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Winnertakeall
Elite |
10-Feb-2026 18:02
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YZJFH @ 1.20 (Before spinoff) YZJFH + YZJMD = 0.335 + 0.565 = 0.90 (currently -25% lower) |
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