| Latest Forum Topics / YZJ Shipbldg SGD Last:1.59 -- |
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The Only Shipbuilding Blue Chip in SGX!
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Panda8
Senior |
04-Oct-2023 14:36
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Not only S chip. DBS down 53 cents, SIA down 15 cents. SATS drop more than 3%
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FrancisLim
Elite |
04-Oct-2023 14:20
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All the S chips, abandoned due to econ problems at home | ||||
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Winnertakeall
Veteran |
04-Oct-2023 14:06
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Fundamentals still intact. Wonder which funds are selling ?? Very powerful sell from high $1.79 --> > $1.57 today. With these latest order wins, year-to-date, the Group has secured new orders for 69 vessels worth approximately USD5.6 billion, exceeding its year 2023 target of USD3.0 billion, achieving the highest ever total outstanding orderbook value of USD14.60 billion for 180 vessels. |
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Panda8
Senior |
02-Oct-2023 08:48
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I think you get me wrong. Many ppl still think that short need to borrow shares. It is absolutely wrong. If you are using CFD plateform, you no need to borrow share to short. You just open an account with certain amount of money, you can start long or short by paying little fee. And there is no time frame to close the position as long as you pay the little charges. All these trading is recorded in the daily vol. Even you mentioned about short with borrow shares, it is also reflected. Suggest you find out more from your broker on CFD. DMA, market maker etc. CFD no need to close the posittion on the 4th day. |
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fuzzyshares
Senior |
01-Oct-2023 13:04
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Yes those who short with borrowed shares may not affect 4 day contra cycle. But then it would be foolish to mess with a rising stock like YZJSH. The contra cycle was shortened from 7 day to 5 day and to the present 4 day. Probably not a wise move to contra due to the limited time but the numbers spoke for themselves. | ||||
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Panda8
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01-Oct-2023 09:40
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Hi, thank you for the effort to list the trading vol every day. But please take note on the following: 1) The huge vol generated are confirmed BB using CFD accounts either short or long. There is no duration limit set like retailer doing contra. As long as they pay small fee to short or to long. No need like the stupid 123 keep saying borrow shares. 2) Those vol that reflect in the daily trading are brokarage CFD DMA plateform, how about those brokarage CFD plateform is market maker, then the trading vol is not relected.
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fuzzyshares
Senior |
29-Sep-2023 17:15
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9/26, 1.66-1.72, closed 1.66, 22m, T-day
9/27, 1.65-1.68, closed 1.66, 12m 9/28, 1.65-1.69, closed 1.67, 14m 9/29, 1.65-1.70, closed 1.66, 28m Mon 10/2 is the last day to sell contra trades bought on T-day. At end August YZJSH set a new 52 week high of 1.79 but with little support it was sold down to the '60s. September has been a series of roller coaster rides. Definitely not for the weak heart. With the beginning of a new month, let's see what October has in store for YZJSH. |
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Battle123
Elite |
29-Sep-2023 16:54
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tis ship havent sink yet, still good, onboard ship and sail over 170 ... |
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GoodLearner
Senior |
29-Sep-2023 09:30
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short term target 1.75.. hope can achieve |
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fuzzyshares
Senior |
29-Sep-2023 08:13
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9/25, 1.69-1.71, closed 1.71, 8m, T-day
9/26, 1.66-1.72, closed 1.66, 22m 9/27, 1.65-1.68, closed 1.66, 12m 9/28, 1.65-1.69, closed 1.67, 14m Today 9/29 is the last day to sell contra trades bought on T-day. Amid lack of direction for stocks, seeking direction. |
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aragosta
Elite |
27-Sep-2023 18:50
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I already warned many many times this stock is for the sophisticated people to play, not for the kacang puteh people like the KAMALAN scum and the curry fishhead monkey..... Obviously, when there' s good analysis call, the volume is suddenly too high, becoz it also attracted a lot of mercenary contrarians with weak pockets.... fortunately today' s the volumes that were due were either well absorbed, or the people who bought know what they are " playing" , and so " holding" on to them.....a day' s trade of between 10 to 20 millions is often palatable...... anyway, I said in many threads and other forums, that once we entered into next month, a lot of gangsters stocks will be in play....... so juz be patient for another day or two, if you are an interested party.... maybe some BBs relatives will jump the gun ..... so maybe tomorrow or last trading day, we' ll may see some unheralded action...... please, dyoddd if you know which the mafia stocks, because I' m not telling why or when........ 
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fuzzyshares
Senior |
27-Sep-2023 17:52
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9/22, 1.71-1.74, closed 1.72, 9m, T-day
9/25, 1.69-1.71, closed 1.71, 8m 9/26, 1.66-1.72, closed 1.66, 22m 9/27, 1.65-1.68, closed 1.66, 12m Thr 9/28 is the last day to sell contra trades bought on T-day. A breather. |
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fuzzyshares
Senior |
27-Sep-2023 12:00
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KGI Trading Ideas, 27 Sep 2023
Yangzijiang Shipbuilding (YZJSGD SP): Entry - 1.67 Target - 1.80 Stop Loss - 1.61 Double bonanzas-record order book and weak RMB |
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fuzzyshares
Senior |
26-Sep-2023 18:25
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9/21, 1.67-1.75, closed 1.74, 30m, T-day
9/22, 1.71-1.74, closed 1.72, 9m 9/25, 1.69-1.71, closed 1.71, 8m 9/26, 1.66-1.72, closed 1.66, 22m Wed 9/27 is the last day to sell contra trades bought on T-day. After the price jump on T-day and with the euphoria subsiding, it's crunch time. |
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emailpeter
Senior |
26-Sep-2023 13:57
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Yes, their vast expansion into LNG supply terminals (and even methanol) could well require much cash, so they need balance against having promised a higher payout ratio meet halfway I guess. And more fundamentally, we might see a boom in new energy related stocks (methanol etc), as they build more dual fuel ships of such, and widen their terminals to add methanol into the picture. Your suggested bonus issue might well play out, as this share can easily shoot past fundamentals of > $2 if such a bull/boom takes place. A bonus issue will definitely fit in to help spur an increase market cap. All aspects seem to indicate that YZJSH has played their perfect game to fit right into the current boom. After all the Ren' s are masters of this industry. With big 5-star shipping conglomerates safely in their order books, the 5-star institutional investors will pile on longer term shareholdings.
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emailpeter
Senior |
26-Sep-2023 11:53
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EXCERPT FROM UOB KAYHIAN REPORT 26/09/2023 Yangzijiang Shipbuilding (YZJSGD SP/BUY/Target: S$1.88) &bull 1H23 margins exceeded expectations. YZJ saw overall improvements in margins in 1H23, led by its core shipbuilding segment with a gross profit margin of 17.7% (+4.9ppt yoy) which surpassed our full-year forecast of 14.5%. This was due to lower material costs and favourable US$/Rmb foreign exchange rates. &bull Regulatory factors should continue to boost new order wins. Clean-energy vessels accounted for 56% of YZJ&rsquo s orderbook value of US$14.7b in 1H23 (1H22: 23%). During 1H23, YZJ also secured its first-ever methanol dual-fuel containership order. The company believes that the global fleet-renewal trend will be boosted by the International Maritime Organisation&rsquo s (IMO) revised 2023 Strategy on Reduction of Greenhouse Gas Emissions from Ships which accelerated greenhouse gas reduction in the shipping industry. As a result, YZJ believes that the focus will be on methanol rather than LNG fuelled vessels. &bull Maintain BUY with a PE-based target price of S$1.88. Our target PE multiple of 9.9x remains at 1.5SD above the company&rsquo s five-year average of 6.6x with the upgrade coming from higher 2023/24 EPS estimates after the company&rsquo s strong 1H23 results. We believe the premium to its average PE is justified given the company&rsquo s earnings visibility into 2027 as well as its strong track record of safe and efficient shipbuilding for its international customer base. YZJ has an outstanding orderbook for 181 vessels worth US$14.7b as at end-1H23. We maintain our 2023 orderbook win target at US$7b. RISKS TO OUR THESIS &bull Delays in project sanctioning due to supply chain issues lack of financing for fossil fuelrelated industries global recession leading to lower capex. |
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fuzzyshares
Senior |
25-Sep-2023 17:53
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9/20, 1.65-1.69, closed 1.67, 15m, T-day
9/21, 1.67-1.75, closed 1.74, 30m 9/22, 1.71-1.74, closed 1.72, 9m 9/25, 1.69-1.71, closed 1.71, 8m Tue 9/26 is the last day to sell contra trades bought on T-day. With the tide receding, await the next wave. |
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emailpeter
Senior |
24-Sep-2023 16:39
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You're doing a very great task in informing us. Let this be known, I'm sure many others who read here will agree.
Esp your good facts that are forthcoming, and you subscribe to so many sites, and paste information here that backs your good understanding of the company. Added more you have information earlier. Quite a few here add their TA knowledge, so we can get a balanced view of institutional/retailer interaction. Your earlier proding during CNY and Div time, big catalyst in me adding more weight in this share @1.20 and @1.50, to counteract my shares in cousin FH, which will take >3 yrs before showing it's true colours. I had an inkling this cash cow will continue to boom, and your information helped me decide. Thanks immensely
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aragosta
Elite |
24-Sep-2023 16:22
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I see..... the reason given by you and your friend is lame.....many bros here quote their own posts, mainly to emphasise a point .... but I know where you getting at, and, sorry, I won' t change it...... for this particular post, it ' s about linking the points or info made in the two posts, so that people understand what I am referring to ..... let me try to explain slowly to you...... But first let me say, I' m a subscriber of this Simply WallSt financial site, where the info came from, and I get updates and alerts from them every other day.... but I seldom made reference to them, except a few times, on YZJ and SCI....... On13 July, I referred to their 7 July stock analysis, where they gave their own YZJ' s intrinsic or fair value as $1.92..... because I wanted people to understand why black market' s $2.00 could be possible.....and I m not the only one talking about it...... Since then, in their technical analysis, Simply WallSt has upgraded their fair value of YZJ to $2.26..... On 21 September, in their stock analysis sector, they gave a fresh overview on YZJ, opinionating " Why Yangzijiang Shipbuilding (Holdings) Ltd. Could Be Worth Watching" , making reference that current YZJ is still 30% cheaper than their fair or intrinsic value (" Is Yangzijiang Shipbuilding (Holdings) Still Cheap?" )..... ( I changed their " 26% upside" to " 30%" to reflect current price ...) NOW, you can' t read this fresh overview or insight without knowing the technical aspects of their analysis....and since the stock analysis part and the technical analysis part (" Yangzijiang is trading at 30% below this financial analyst' s estimate of its fair value" ) are in different sections of the financial website, so I extracted (in point forms) the technical data and post it FIRST, then I quoted it (or in your words " tag it" ), when I posted the overview or insights of the stock analysis (" Why Yangzijiang Shipbuilding (Holdings) Ltd. Could Be Worth Watching" )...... if I don' t tag it, then people will be thinking the two posts are from different sources! It is my style to make sure the points that I made, the info that I provided, are very clear and in detail, so that people reading them will understand better, or know exactly what I am talking about.....and as long as people appreciate, I will do it this way..... otherwise I won' t make the posts or make any reference to other sources........ I don' t just copy and paste, many other bros can do that........
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fuzzyshares
Senior |
22-Sep-2023 19:09
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9/19, 1.65-1.71, closed 1.65, 18m, T-day
9/20, 1.65-1.69, closed 1.67, 15m 9/21, 1.67-1.75, closed 1.74, 30m 9/22, 1.71-1.74, closed 1.72, 9m Mon 9/25 is the last day to sell contra trades bought on T-day. A day of quiet trading after a flurry of postings and the flutter of the heart. |
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