| Latest Forum Topics / YZJ Maritime Last:0.61 -- |
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SBS Transit
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hamcheong
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07-Jan-2026 15:58
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whats going on. price keep dropping | ||||
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alanchee
Senior |
03-Jan-2026 13:46
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Loaded up in anticipation of good results, dividend and future bright prospects | ||||
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SlothSG
Veteran |
28-Dec-2025 15:03
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Huat in 2026 and onwards!
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ysh2006
Supreme |
27-Dec-2025 11:01
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Added in also no movement this type of index like no body heed ?
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Eyk3000
Senior |
22-Dec-2025 20:59
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Same here. Wish us good luck. hahah
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SlothSG
Veteran |
22-Dec-2025 20:37
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Added some today 😊 dyodd
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Roxy1968
Senior |
22-Dec-2025 17:12
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When will this be sold...?
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pasttime
Supreme |
20-Dec-2025 22:11
Yells: "gold silver are real money. not others iou." |
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include in iedge index start from next mon.
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HVRRVH
Elite |
18-Dec-2025 16:09
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Placement $0.60, virgin market price $0.66, virgin closed price $0.67, so far lowest is $0.645 x3 with highest $0.72 also x3. With placement price, virgin market open and closed price as well as married deal noted on 21.11.25, I think current price range is normal gyration and clear direction should be when the virgin annual report is posted. Objectively investors should expect at least $0.052 to $0.055 eps with maiden dividend around $0.022 and that will give a yield of 3.4% based on current share price. Not fantastic but bond yield is still high and this yield is acceptable given that YZJM is a fast growth company. I am in queue at $0.625 to add more if it comes to that.
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hokpin
Supreme |
18-Dec-2025 08:31
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Dump more, pls...Find a good window to enter again.
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tch77_pt75
Veteran |
17-Dec-2025 23:21
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Based on current share price, I think it is a pump and dump.
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s100125
Elite |
09-Dec-2025 23:33
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YZJ Maritime among additions to iEdge Singapore Next 50 indiceshttps://www.businesstimes.com.sg/companies-markets/mainboard-debutants-yzj-maritime-centurion-accommodation-reit-among-additions-iedge-singapore-next |
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YibaoI
Senior |
05-Dec-2025 18:27
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quite a lot of buying last min at 0.715 and 0.720 price. hopefully meaning more good news soon |
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pasttime
Supreme |
04-Dec-2025 14:57
Yells: "gold silver are real money. not others iou." |
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yazj maritime is a business registered outside of china. when placing order to build ship in china, can they used a 来 料 加 工 to further reduce the cost of material imported to build ship. in that way further increasing the margin. | ||||
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hokpin
Supreme |
04-Dec-2025 09:07
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Only now this ship started to sail after enough on-board passengers! | ||||
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pasttime
Supreme |
29-Nov-2025 07:44
Yells: "gold silver are real money. not others iou." |
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sale and lease back arrangement is similar to early days cap ascendas reits. in the early days. companies who were loaded with debt can get cash and reduce debt via these off balance sheet financing. basically let say sell factory for $100m then sign lease back arrangment for 10 years. that will pay the entire $100m back as lease. after 10 years ascenda get a free factory to continue to collect rent. although frs116 required long lease to be back in balance sheet, it is still valid as it will allow company who need cash to get cash and continue use of asset. ie asset light business model. ascenda has grown from aum $0.6b in 2002 to $17.7b in 2025. let' s hope yzjm can grow similarly. business model similar. just the asset own is different. |
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Eyk3000
Senior |
28-Nov-2025 15:35
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Thanks! volvo125.
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volvo125
Master |
28-Nov-2025 14:26
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The latest 2 articles from TradeWinds behind the subs wall :- 1. Ren Yuanlin opens up on why YZJ Maritime wants to become a ship leasing powerhouse, 27Nov2025 2. China to see off challengers for shipbuilding crown, says veteran Ren Yuanlin, 28Nov2025 xxxxxxx Ren Yuanlin opens up on why YZJ Maritime wants to become a ship leasing powerhouse Newly listed in Singapore, the shipowning company wants to fill the ship finance void left by European banks Yangzijiang Shipbuilding chief executive Ren Yuanlin has seen the beauty and ugliness of shipping cycles.Photo: Irene Ang Karen Ng Singapore Published 27 November 2025, 08:50 Yangzijiang Maritime Development (YZJ Maritime) has only been in business for about three years and has big ambitions to become a sizeable player in the Chinese leasing market. A spin-off from Yangzijiang Financial, the wealth management arm of Chinese shipbuilding executive Ren Yuanlin, successfully listed on the Singapore Exchange last week. Yangzijiang&rsquo s gong ceremony at SGX. (Photo: Karen Ng) In an exclusive interview held shortly after the IPO, Ren told TradeWinds the move was always part of a &ldquo natural progression&rdquo to reach this goal. In its pre-IPO prospectus, YZJ Maritime said that its purpose was borne out of a need to address the &ldquo void left by European banks&rdquo in ship financing, ever since the Basel IV standards were implemented on 1 January 2023. Unlike traditional debt, which requires a shipping company to hold the asset on its balance sheet, the company touted leasing that allows for a more capital-light business model. YZJ Maritime said small and medium-sized shipping companies have been &ldquo heavily affected&rdquo by reduced bank lending. It argued that Chinese leasing companies provide a crucial alternative through their attractive sale-and-leaseback arrangements. &ldquo Through this financial platform, we want to capture growth opportunities and create long-term value and stable returns,&rdquo the 72-year-old Ren told TradeWinds. &ldquo We want to complete the entire shipping industry chain through YZJ Maritime, and provide financial leasing, brokerage services and direct investments in maritime assets, sometimes with partners.&rdquo Right before its Singapore, YZJ Maritime announced orders for four 49,800-dwt MR product tankers as part of a joint venture with a &ldquo European shipowner&rdquo , and four 40,000-dwt bulkers in a joint venture with a Singapore company. Maersk Tankers was behind the MR product carriers, market observers said at the time, while Alpha Omega Marine was said to be the partner on the bulker quartet. Although YZJ Maritime focuses on ship leasing, the company intends to retain its traditional shipowning and operating activities. YZJ Maritime itself is a large shipowner and operator. Its fleet is a diverse mix of 76 tankers, bulk carriers, container ships, gas carriers and offshore support vessels. Alex Yan, who heads YZJ Maritime&rsquo s shipping and maritime technology fund, said about 30 of those vessels are managed by other companies. Another 30 are reserved for the spot market or to facilitate sales and capitalise on market peaks, as the company is well-known in the market as a prolific asset player. The remaining 16 are on medium and long-term charters &ldquo to ensure stable cash flow and steady returns&rdquo , Yan said. Ren aims to grow YZJ Maritime into a financial powerhouse with an eye to having a global customer base. &ldquo We will also expand our brand influence and market share by taking part in international maritime industry chain integration activities,&rdquo he said. As an investment platform, YZJ Maritime has deployed $650m of its intended $1bn portfolio to date. It has been backed by bankers such as Julius Baer, BNP Paribas, UBS and Union Bancaire Privee. Ren noted that YZJ Maritime also benefit from its parent company&rsquo s backing. &ldquo The Yangzijiang Group gives the added edge of its shipbuilding prowess and its financial strength,&rdquo he said. YZJ Maritime plans to invest $50m to $120m in equity annually across 15 to 30 projects, with a focus on newbuildings and mid-life tankers or gas tonnage. It believes these vessels will present resale opportunities that capture cyclical upside and, at the same time, are able to maintain long-term charters for stable income. &ldquo We prefer to focus on bigger vessels, though,&rdquo Yan said, explaining that there are more efficiencies to be gained from larger ships. While the Yangzijiang Group&rsquo s push into maritime assets seems quick &mdash given that Yangzijiang Financial itself listed a mere three years ago &mdash the gradual evolution from a Chinese shipyard to global shipowner took almost two decades. As Yan described it, both he and Ren have &ldquo experienced the beauty and the ugliness of the shipping world&rdquo , and the only way to navigate it is to stay both cautious and optimistic. xxxxxxxxx China to see off challengers for shipbuilding crown, says veteran Ren Yuanlin Shipbuilders in China need to move towards green and high-value ships Ren Yuanlin says China&rsquo s shipbuilding industry will not be replaced by other nations.Photo: Irene Ang Irene Ang TradeWinds correspondentSingapore Published 28 November 2025, 04:49 China&rsquo s position as the world&rsquo s leading shipbuilder is secure for years to come, despite global competitors trying to take a share of the market, according to a leading shipbuilding veteran. Excluding the US, India is set to invest $8bn to propel the country into the top five global shipbuilding players. In contrast, Vietnam plans to revive its collapsed shipyards to expand capacity. But shipbuilding veteran Ren Yuanlin, executive chairman of newly Singapore-listed maritime investment company Yangzijiang Maritime Development, believes these newcomers have a long way to go before they challenge China&rsquo s dominance. The former chairman of Yangzijiang Shipbuilding said: &ldquo India and Vietnam are developing rapidly as emerging shipbuilding countries. &ldquo But they still lag behind China in terms of production capacity, research and development, and industrial chain support. &ldquo China&rsquo s leading advantage is unlikely to be replaced in the short term.&rdquo Competitive pricing, low labour costs and a swathe of capacity have helped drive China&rsquo s shipbuilding growth. But costs are rising as the nation develops, leaving some industry observers questioning whether Chinese shipyards can maintain their competitive advantage. Ren said China&rsquo s yards, with complete industrial chains, economies of scale and continuous technological innovation, are set to maintain their edge. He explained: &ldquo As intelligent manufacturing and automation levels improve, production efficiency will further increase, driving down costs.&rdquo But Ren added, they will need to drive innovation in green and intelligent manufacturing technologies, promote efficient integration, optimise the industrial chain and enhance brand influence. China&rsquo s yards also need to expand through international cooperation and cultivate a deeper talent pool, he said. market has been supported by rising newbuilding demand and a firm newbuilding price. Several established yards have expanded production by building dry docks, adding large gantry cranes and extending wharves. Some bankrupt shipyards have also been revived. But there are fears that a correction in the market globally could squeeze cash flow and suppress newbuilding activity. So what steps can they take to future-proof themselves from a recurrence of the 2008 downturn, which resulted in yard closures and idle dry docks? Ren said the expansion moves pose &ldquo some risk of overcapacity&rdquo but that &ldquo the market is developing towards high-end and green technologies&rdquo . He said that differentiating themselves from the competition would effectively alleviate internal pressure within the industry. But they need to speed up the shift towards green and more sophisticated vessels to toughen their resilience. Ren added that they also need to strengthen risk controls and be prepared to adapt production capacity and business strategies as needed. On the possibility of a future US tariff on Chinese-built vessels, Ren said it would have no more than a short-term impact on China&rsquo s shipbuilding exports. He said: &ldquo Supported by China&rsquo s huge domestic market and &lsquo Belt and Road&rsquo orders [internationally], overall [China&rsquo s] shipbuilding capacity and production capacity will not be fundamentally damaged.&rdquo |
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Winnertakeall
Elite |
27-Nov-2025 10:41
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Ren Yuanlin opens up on why YZJ Maritime wants to become a ship leasing powerhouseNewly listed in Singapore, the shipowning company wants to fill the ship finance void left by European banks Yangzijiang Maritime Development (YZJ Maritime) has only been in business for about three years and has big ambitions to become a sizeable player in the Chinese leasing market. A spin-off from Yangzijiang Financial, the wealth management arm of Chinese shipbuilding executive Ren Yuanlin, successfully listed on the Singapore Exchange last week. |
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huattuatua
Elite |
26-Nov-2025 10:01
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at 3 pm, sgx will announce the number of shares they have bot in in the mkt so these 4 million shares has already been bot in earlier.
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