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YZJ Shipbldg SGD
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The Only Shipbuilding Blue Chip in SGX!
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pkli899
Supreme |
26-Feb-2026 16:36
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20c DPU means share price at $4 still got 5% yield. Very good. |
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AhTan888
Senior |
26-Feb-2026 16:21
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Many ppl take profit already | ||||
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aFewGoodman
Member |
26-Feb-2026 13:37
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For me who hold for 6 years,this is is the highest return, about 16% better than any FD or bonds return
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Joelton
Supreme |
26-Feb-2026 11:35
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Yangzijiang Shipbuilding posts 24.6% rise in H2 profit to 4.5 billion yuan It proposes a final dividend of S$0.20 per share [SINGAPORE] Yangzijiang (YZJ) Shipbuilding on Wednesday (Feb 25) reported a net profit of 4.5 billion yuan (S$827.4 million) for the second half ended Dec 31, 2025 &ndash 24.6 per cent higher than the 3.6 billion yuan recorded in the corresponding year-ago period. H2 revenue stood at 15.6 billion yuan, a 15.8 per cent year-on-year increase from 13.5 billion yuan. The shipbuilder attributed the improvement partly to a greater number of vessel deliveries and steady progress in construction activities, supported by higher newbuild pricing. The revenue growth was also driven by significantly higher contributions from other business segments &ndash particularly the sale of raw materials to Tsuneishi Group (Zhoushan) Shipbuilding, a 34 per cent-owned associate of the company. However, this was offset by the absence of revenue from terminal services and investment property. Their contributions were suspended following the commencement of a liquefied natural gas terminal conversion project and renovation works at YZJ Shipbuilding&rsquo s Singapore office building. The H2 revenue expansion was also tempered by softer charter rates at the shipping business. &ldquo Resilient&rdquo global demand For the full year, the company reported a net profit of 8.6 billion yuan, a 30.2 per cent increase from 6.6 billion yuan in FY2024. Revenue stood at 28.5 billion yuan, 7.4 per cent higher than the 26.5 billion yuan recorded the previous year. The full-year growth was driven by the progressive construction of vessels secured at higher newbuild prices. The group declared a final dividend of S$0.20 per share for FY2025, up from S$0.12 a share in FY2024. YZJ Shipbuilding noted that as at January 2026, global newbuild orders were up 27 per cent year on year, &ldquo driven primarily by fleet replacement needs&rdquo . This is also keeping global shipbuilding demand &ldquo resilient&rdquo , the company added, even as industry demand continues to shift from large container ships towards smaller segments such as mid-sized container ships and oil tankers. In FY2025, the group secured contracts amounting to about US$2.5 billion for 60 vessels. It also noted that the construction of Hongyuan Yard &ldquo remains on track&rdquo , with preliminary shipbuilding activities already commencing in the first quarter of this year. With its expansion plan under way, the group has set an order-win target of 4.5 billion yuan for FY2026. Ren Letian, executive chairman and chief executive officer of YZJ Shipbuilding, said: &ldquo We expect the momentum to carry into 2026 and will continue to pursue new orders on a disciplined and market-oriented basis, focusing on securing the remaining delivery slots for 2029 while progressively opening positions for 2030.&rdquo Shares of YZJ Shipbuilding : BS6 -2.78% closed Wednesday down 2.8 per cent or S$0.011 at S$3.85. Decoding Asia newsletter: your guide to navigating Asia in a new global order. Sign up here to get Decoding Asia newsletter. Delivered to your inbox. Free. [SINGAPORE] Yangzijiang Shipbuilding on Monday (Nov 17) announced that it has obtained about US$2.2 billion worth of orders in the year to date. This was a fifth of the US$11.6 billion in order wins recorded in the same period the year before. The orders largely comprise small to mid-sized vessels, scheduled for delivery between 2027 and 2029, said the shipbuilder. In the first quarter, it said its order book target for the 2025 financial year was US$6 billion. It also posted a drastic cut in its order wins then, with orders worth US$300 million in the period compared to US$3.3 billion in Q1 2024. Green vessels accounted for 71 per cent of its overall outstanding order book value, which stood at about US$22.8 billion from 245 vessels. Container ships remained the dominant vessel type, with a US$16.2 billion share across 126 vessels. The shipbuilder added that it has delivered 46 vessels in the year to date, out of a target of 56 for the entire financial year. Executive chairman and CEO Ren Letian said &ldquo greater clarity&rdquo in the global macroeconomic outlook translated into an improvement in customer sentiment and a modest recovery in order momentum. However, he cautioned that the industry-wide order backlog remained at historical highs, with lead times stretching close to five years and limited delivery slots available for large-sized vessels in &ldquo tier-one&rdquo shipyards. &ldquo Both shipowners and shipyards continue to adopt a prudent approach towards deliveries for 2030 and beyond,&rdquo he added. &ldquo The group remains focused on executing our order book with high quality and on-time delivery. &ldquo At the same time, we are working to fill our remaining 2029 delivery slots, which are largely for small to mid-sized vessels.&rdquo In September, the shipbuilder announced that three of its subsidiaries had cancelled contracts valued at about US$180 million with an unnamed party. Yangzijiang Shipbuilding shares fell 0.9 per cent or S$0.03 to S$3.42 on Monday, before the news. |
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ETSJ77
Member |
26-Feb-2026 11:33
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Guys, did they make a typo with their target order win? It says USD4.5b in the slide presentation but RMB4.5b in their press release. All the news agencies are stating RMB4.5 as the target order win. Lol | ||||
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Panda8
Veteran |
26-Feb-2026 11:19
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Me too, I not so greedy but still observing the bear whether still in the cave hibernate or out to enjoy life! Have a nice day!
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Elf2000
Elite |
26-Feb-2026 11:16
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Very volatile🔥 my blood flow very fast when watching the price move but I like it😂 | ||||
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Panda8
Veteran |
26-Feb-2026 11:14
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Please lah, please respect them, they are the one deciding the price movement.
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Login20
Master |
26-Feb-2026 11:13
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Good Summary, thank you. YZJSB has strong cash reserve too.
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Winnertakeall
Elite |
26-Feb-2026 11:11
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Appreciate your update but you posted on the wrong page. Please go to YZJFH. Thank you 🙏
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PiRPiR
Master |
26-Feb-2026 10:59
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Yangzijiang (YZJ) Financial expects to report a loss for its second-half and full 2025 fiscal year. This would be a reversal from the net profit posted for FY2024. The company attributed the decline to the recognition of substantial credit loss allowances, following a comprehensive review of the company's debt investment portfolio. The reassessment is a reflection of updated credit risk profiles in light of current market conditions in China's real estate and credit markets. | ||||
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Winnertakeall
Elite |
26-Feb-2026 10:58
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📊 Recent FY2025 Highlights FY2025 financial performance (reported Feb 25 2026):
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blesspeggy
Senior |
26-Feb-2026 10:07
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YZJ TO THE MOON $YZJ Shipbldg SGD (BS6.SG)$ Look like the market depth stopper at 4.15.......hope to tumble and crumble the old TP of CGS at 4.51. DYOD | ||||
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huattuatua
Elite |
26-Feb-2026 10:03
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now den the bbs realise the value of yzj sb ar? |
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MrBear12
Supreme |
26-Feb-2026 09:19
Yells: "Cast all our anxieties on Jesus for He cares for us" |
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bless u Peggy.
my four dollar target is almost there.
now on to 600.
for FY 2026.
then 700 for FY 2027
and you can follow the pattern
trade with patterns
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blesspeggy
Senior |
26-Feb-2026 09:17
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YZJ- NEW TP of DBS UOBKH CGS OUT SOON $5.00 $YZJ Shipbldg SGD (BS6.SG)$ Stay tuned. Let the sell on news subsides. Patience is gold. | ||||
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Elf2000
Elite |
25-Feb-2026 23:02
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short sellers caught off guard! Didn' t expect YZJ brought foward the earning result so soon and top up div! Tomorrow short sellers have to cover back like hell...
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Elf2000
Elite |
25-Feb-2026 22:07
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Tomorrow should gap up open at $4.10! | ||||
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JAMMIE
Member |
25-Feb-2026 21:10
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fantastic results. As I had mentioned a dividend of 18c was expected and they upped it to 20c. Now there woud be a mad scramble and it would shoot up. Don' t chase it. but in the next few weeks there would again be an opporunity to trade where this would get whacked and an opportuntiy to pick shares on the cheap and collect divdends and thenhold on to it for the long term, with a potential to hit 4.75 - 5 range in the next 1 year. But you need to have strong conviction and holding power. Because in the next 12 months there would be lots of swings and lots of manipulation. but long term trend is only upwards. remember trend is your friend. |
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Winnertakeall
Elite |
25-Feb-2026 19:37
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Yangzijiang Shipbuilding posts 24.6% rise in H2 profit to 4.5 billion yuanIt proposes a final dividend of S$0.20 per share SINGAPORE] Yangzijiang (YZJ) Shipbuilding on Wednesday (Feb 25) reported a net profit of 4.5 billion yuan (S$827.4 million) for the second half ended Dec 31, 2025 & ndash 24.6 per cent higher than the 3.6 billion yuan recorded in the corresponding year-ago period. H2 revenue stood at 15.6 billion yuan, a 15.8 per cent year-on-year increase from 13.5 billion yuan. The shipbuilder attributed the improvement partly to a greater number of vessel deliveries and steady progress in construction activities, supported by higher newbuild pricing. The revenue growth was also driven by significantly higher contributions from other business segments & ndash particularly the sale of raw materials to Tsuneishi Group (Zhoushan) Shipbuilding, a 34 per cent-owned associate of the company. However, this was offset by the absence of revenue from terminal services and investment property. Their contributions were suspended following the commencement of a liquefied natural gas terminal conversion project and renovation works at YZJ Shipbuilding& rsquo s Singapore office building. The H2 revenue expansion was also tempered by softer charter rates at the shipping business. Resilient global demandFor the full year, the company reported a net profit of 8.6 billion yuan, a 30.2 per cent increase from 6.6 billion yuan in FY2024Revenue stood at 28.5 billion yuan, 7.4 per cent higher than the 26.5 billion yuan recorded the previous year. The full-year growth was driven by the progressive construction of vessels secured at higher newbuild prices. The group declared a final dividend of S$0.20 per share for FY2025, up from S$0.12 a share in FY2024. YZJ Shipbuilding noted that as at January 2026, global newbuild orders were up 27 per cent year on year, & ldquo driven primarily by fleet replacement needs& rdquo . This is also keeping global shipbuilding demand & ldquo resilient, the company added, even as industry demand continues to shift from large container ships towards smaller segments such as mid-sized container ships and oil tankers. In FY2025, the group secured contracts amounting to about US$2.5 billion for 60 vessels. It also noted that the construction of Hongyuan Yard remains on track, with preliminary shipbuilding activities already commencing in the first quarter of this year. With its expansion plan under way, the group has set an order-win target of 4.5 billion yuan for FY2026. Ren Letian, executive chairman and chief executive officer of YZJ Shipbuilding, said: We expect the momentum to carry into 2026 and will continue to pursue new orders on a disciplined and market-oriented basis, focusing on securing the remaining delivery slots for 2029 while progressively opening positions for 2030. |
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