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YZJ Shipbldg SGD
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The Only Shipbuilding Blue Chip in SGX!
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Winnertakeall
Master |
17-Feb-2025 18:03
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YZJ Shipbuilding Target Price DBS Research has just added nearly $1 to its target price of Yangzijiang Shipbuilding -- from $2.88 to    $3.80. The market has yet to fully appreciate the potential for earnings growth from its record-high order backlog as well as potential yard expansion of c. 20%-30%, analyst Ho Pei Hwa wrote in a new report. |
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s100125
Elite |
14-Feb-2025 19:03
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Likely a home run next week onwards , cheer to those still holding their onto this gem.
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pkli899
Supreme |
14-Feb-2025 17:21
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36c to 3.50..........like a bit too much lor. | ||||
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morgany
Veteran |
14-Feb-2025 17:10
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Closing at ATH, Monday hopes it Gap Up and go for 3.50 | ||||
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pkli899
Supreme |
14-Feb-2025 16:56
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Lai liao lor......touch ATH. Can break? |
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Winnertakeall
Master |
14-Feb-2025 13:20
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What is the target price for Yangzijiang in 2025?
 
The new target price of  $3.80  is based on 2.5x FY2025 P/BV (11x implied PE),
justified by its consistently high ROE of more than 20% ROE and 3%-4% dividend yield. Yangzijiang Shipbuilding closed at $3.05 on Jan 31, up 2.69% for the day and up 84.85% in the past 12 months.   |
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Winnertakeall
Master |
12-Feb-2025 22:07
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Yangzijiang Shipbuilding - DBS Research  A Promising Dividend - Paying Growth Stock Yangzijiang Shipbuilding is amongst the rare gems listed on the SGX that offer double-digit growth with decent 3%-4% dividend yield.
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Winnertakeall
Master |
12-Feb-2025 21:15
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Yangzijiang Shipbuilding Earnings 2025:
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Winnertakeall
Master |
11-Feb-2025 21:06
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DBS raises Yangzijiang Shipbuilding target price to $3.80 on improving margins and record book order. The Edge Singapore - 02/02/2025   
    Ho Pei Hwa of DBS Group research has raised her target price of Yangzijiang Shipbuilding
from $2.88 to $3.80 while keeping her BUY call, as she expects better earnings from not just bigger order book but also expanding margins.   |
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s100125
Elite |
11-Feb-2025 16:07
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Next week should see buying interest as earning results getting nearer.   |
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behonest
Senior |
10-Feb-2025 20:34
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Have I wrote something wrong for being too honest. ? Why dislike my forum 
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behonest
Senior |
10-Feb-2025 08:27
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Trump plans to unveil 25% steel, aluminium tariffs on Feb 10Mon, Feb 10, 2025  &bull   08:07 AM GMT+08
![]() President Donald Trump said he will announce on Monday 25% tariffs on all imports of steel and aluminium. Trump, speaking to reporters Sunday on Air Force One, said the tariffs will apply to the metal imports from all countries. He didn&rsquo t specify when the duties would take effect. The president also said he would announce reciprocal tariffs later in the week on countries that tax US imports. Those tariffs will not go into effect the same day as the announcement, which could be Tuesday or Wednesday but soon after, Trump said. The moves are Trump&rsquo s latest in a series of threatened tariffs on countries and specific sectors.  New steel tariffs could ripple through US energy businesses, from wind developers to oil drillers that are reliant on specialty grades not made in the US. Some oil companies won exclusions from tariffs on the metal during Trump&rsquo s first term. See also:  ECB is about to drop a big clue on how far it will cut rates Many steel and aluminium buyers and sellers had expected they would have at least until March to prepare for any tariff implementation. Trump delayed to March the tariffs planned for Feb. 1 when Mexico and Canada offered modest proposals to increase security at the borders. It was not immediately clear if the tariffs would still apply to Mexico and Canada. The two nations are significant suppliers of metals to the U.S. The scale of Trump&rsquo s overall tariff ambitions remains unclear. He has also said he would impose tariffs on other goods, including pharmaceuticals, oil and semiconductors and said he&rsquo s considering import duties on the European Union. See also:  Trump and Asia: It' s not just about trade and tariffs Trump last week imposed a 10% tariff on Chinese goods. Beijing also announced retaliatory measures slated to take effect later this month that were more calibrated in scope, targeting only imported goods from the US valued at US$14 billion ($18.99 billion) in 2024. That marked a more cautious approach from China than in Trump&rsquo s first term, when the world&rsquo s two largest economies traded tit-for-tat trade levies for years.e Markets will be watching to see if the two countries can strike a deal before the Chinese levies on the US take effect on Feb. 10. White House Press Secretary Karoline Leavitt told reporters last week that a call between Trump and Chinese President Xi Jinping is being scheduled to take place &ldquo very soon.&rdquo Trump has alternated between tough talk against Beijing and signals that he wants to work with Xi as he seeks more balanced trade. The US president has ordered an agreement he signed in 2020, known as the Phase One deal, to be reevaluated, suggesting tariff talks with China could drag on. But he is also seeking Xi&rsquo s help in stopping Russia&rsquo s war in Ukraine, and pushing for China to split ownership of video app TikTok with a US company. Trump had vowed to hit China, Canada and Mexico with tariffs, accusing the nations of failing to do enough to help stem the tide of illegal drugs and undocumented migrants across US borders.  While Trump could reverse course and move again to impose trade levies, the decision nevertheless reinforced the perception that the new president is unwilling to follow through on his tariff threats and instead prefers using them as a negotiating tool.  Trump has embraced tariffs as a centrepiece of his bid to remake the US economy, shrink trade deficits and find new sources of revenue to help deliver on his tax agenda. The moves though threaten to wreak economic havoc, with economists saying the levies will raise costs for US manufacturers who import goods, raise prices for consumers already weary from inflation, reduce trade flows and fail to bring in the revenue Trump has predicted.  The Trump administration and allies have touted the measures Mexico and Canada have promised on the border as a win for the president&rsquo s approach. To stay ahead of Singapore and the region&rsquo s corporate and economic trends,  click here for Latest Section &ldquo We&rsquo ve seen a lot of pearl clutching when this was announced, but we&rsquo ve also seem immediate results from Mexico and Canada,&rdquo Peter Navarro, one of Trump&rsquo s trade advisers, said at an interview event last week hosted by Politico. The announcement comes as the US steel industry is looking to recover from its worst year since Trump&rsquo s first term in office. The domestic steelmakers have complained that a renewed uptick in imports has hurt their profits and production numbers. Steel and aluminium were among Trump&rsquo s earliest tariffs during his first term, implementing a 25% duty on steel and a 10% duty on aluminium in 2018 on grounds of national security. The steel tariffs also come amid a stalled deal by Japan&rsquo s Nippon Steel Corp. to buy US Steel Corp. for US$14.1 billion. The transaction was blocked by former President Joe Biden and is also opposed by Trump. Trump said Friday after a meeting with Japanese Prime Minister Shigeru Ishiba that Nippon Steel is now considering investing in US Steel instead of purchasing the company outright. Trump told reporters on Sunday that Nippon Steel cannot have a majority stake in the US firm. The two companies are challenging the US block on the deal in court. |
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pkli899
Supreme |
05-Feb-2025 13:59
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LOL......I' m talking facts, what is there to dislike? Btw, I don' t do childish stuff, hide behind to do this not 君 子 所 为 !  
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leroy55
Veteran |
05-Feb-2025 13:52
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so u r the one who dislike my post. childish
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pkli899
Supreme |
05-Feb-2025 10:13
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Black rock was holding the shares as collateral. Those they sold were not own directly by them. |
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s100125
Elite |
05-Feb-2025 10:03
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Not too worry as Black rock still holding substantial amount of shares after selling 
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leroy55
Veteran |
05-Feb-2025 09:54
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black rock announced reduce share. hopefully it they will buy up again
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s100125
Elite |
05-Feb-2025 09:52
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Hold tight tight to be rewarded as earning results with dividend announcements coming in in about 2 weeks time. | ||||
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Winnertakeall
Master |
04-Feb-2025 14:36
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Yangzijiang Shipbuilding poised to ride clean energy wave : DBSIts pivot towards cleaner vessels is a key catalyst.
Yangzijiang Shipbuilding improving corporate governance and pivot towards cleaner vessels such as dual-fuel containerships and gas carriers, which now account for 70% of its orderbook, could draw more interest from ESG funds, a DBS report said. DBS said securing more orders for LNG carriers allows Yangzijiang to scale up and strengthen its market positioning. The LNG carrier market has high technical barriers to entry and could be a significant growth opportunity for Yangzijiang. The market has yet to fully appreciate the potential for earnings growth from its record-high order backlog as well as potential yard expansion of 20% to 30%. Yangzijiang has an orderbook worth $24b. CAGR of earnings is expected to reach 14% in the next two years, driven by both revenue growth and margin expansion, as 65% of its orderbook is made up of containership orders that command higher value and margins. A key risk for the company is that since its revenue is in US dollars, a weak USD could see earnings drop by about 1.5% for every 1% decline in USD. Another risk is the increase in the cost of steel. Steel makes up 20% of production costs. If steel prices go up by 1%, earnings could fall by 0.7%.    
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s100125
Elite |
04-Feb-2025 12:35
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Yangzijiang Shipbuilding poised to ride clean energy wave&mdash DBS
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