| Latest Forum Topics / YZJ Shipbldg SGD Last:0.935 -- |
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The Only Shipbuilding Blue Chip in SGX!
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sgng123
Supreme |
18-Aug-2022 04:33
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YZJSH kind of fully valued after spinoff not much meat left after 4.2b cash asset striped off. | ||||
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JAD_Trader
Member |
17-Aug-2022 18:49
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Looking to enter YZJSB once there are clearer signs of reversal. However, looking at the chart, this stock moves up fast and then comes down faster. | ||||
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sgng123
Supreme |
17-Aug-2022 18:38
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6mil yzjfh buyback today, total alrdy accumulate 45mil or 1.1%. This show yzjfh management serious abt utilising it 200mil for stock buyback. | ||||
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JAD_Trader
Member |
17-Aug-2022 17:57
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My comment is they need to keep the cost down. I beleive the sales contract already signed. If material cost, labour... etc is more than expected down the road, it will affect the profit margin. But at least they already have the orders.
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recon12recce
Senior |
17-Aug-2022 12:17
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Pipeline order at record high and yards will be busy through 2024. Market knew the record orders somewhere 8b. If profit margin goes higher than expected, favourable exchange rate since they didnt do any hedging against USD, price will be lifted. And yes, the zero covid stance will hinder this counter from pushing higher unless they change the policy. Record high orders, but in times of economics downturn, contracts may be terminated for whatsoever reason, client bankrupt etc. I believe these are the stuff that keep the price from heading to its valuation. It is a good stock to hold for long term, no doubt.
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pkli899
Supreme |
17-Aug-2022 10:44
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Yes, for this latest contract, the vessels will be delivered in early 2025. The earlier 2 other contracts delivery is late 2024. That' s mean YZJ' s work will last them thru end 2024. Any subsequent contract will push delivery beyond 2024.
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sgng123
Supreme |
17-Aug-2022 07:25
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Oil price drop again Brent at 92 at Jan level, can be reversal and drop back to 80+ range. This might further reduce possibility big fed rate hike, easing recession fear as lower fuel price compare ensate higher food price. Even sg gov mention inflation Gona peak and eased off in 4q. Guess possibility of market crash lowered significant for this year. Might even see market rally in 4q too. |
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JAD_Trader
Member |
16-Aug-2022 21:51
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Thanks. Good news and good results but price goes down. It is just to show YZJSB has orders lined up for few years down the road.
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unclebond
Veteran |
16-Aug-2022 19:17
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https://splash247.com/trawind-orders-4600-teu-pair-at-yangzijiang/
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sgng123
Supreme |
16-Aug-2022 19:06
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8.7m share buyback for YZJFH today. But it look like 4th largest investor with 192m share still selling it stake,causing huge short volume but ranged trading. 91m traded today range between 0.35-0.355 , hopefully T.Rowe completed it deposal.YZJ using the 10mil buyback block, kind of shielding YZJFH from short selling caused by T. Rowe dumping. | ||||
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JAD_Trader
Member |
16-Aug-2022 18:50
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Thanks for the info. Maybe once the news is made to the public, prices will go up since it is now on its way down.
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Winnertakeall
Senior |
16-Aug-2022 18:21
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Thanks for the useful information 👍 | ||||
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pkli899
Supreme |
16-Aug-2022 16:48
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Sorry, only subscriber can read.
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JAD_Trader
Member |
16-Aug-2022 16:46
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Do you have the link? Tried searching but unsuccessful.
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pkli899
Supreme |
16-Aug-2022 16:11
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YZJ won another contract to build two 4,600 teu boxships for USD 80 m. |
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sgng123
Supreme |
16-Aug-2022 15:17
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Big sell q most likely from T. Rowe waiting to be gobbled up by third party hedge fund for short covering. hopefully today they clear everything else not the time to enter though quite peaceful on America market. |
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sgng123
Supreme |
16-Aug-2022 14:32
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Selling still ongoing though not so severe compared to yesterday. Think T.Rowe price associate almost done clearing all it 194m YZJFH holding. think I' m wait till everything stabilised before loading, it ok not to buy at lowest load near trough also win. Once this is over, no more big transaction gonna happen, YZJFH would go into slow steady buyback mode to proper Valuation. |
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sgng123
Supreme |
16-Aug-2022 09:34
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Having good result also kanna drop lol, best just setup stock buyback fund and artificially prop up the pB and EPS. | ||||
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sgng123
Supreme |
16-Aug-2022 09:28
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As long volume remain low, yzjfh would recover through SSB as bigger buyback seen last few day 5-7mil buyback daily. It really retarded spending 0.36 u get 1.07 worth back SGX really no eye to see. | ||||
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sgng123
Supreme |
16-Aug-2022 09:25
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Think last few days selling done by them. They only interested in yzjsh, yzjfh is extra. Yzjfh volume die out today but i monitor to further confirm it | ||||
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