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YZJ Shipbldg SGD
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The Only Shipbuilding Blue Chip in SGX!
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leroy55
Veteran |
16-Mar-2025 13:08
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Let' s reconsider the situation with a clearer understanding of the current circumstances: U.S. Tariffs on Chinese Goods:Yzj Shipbuilding, like many other Chinese companies, has been directly impacted by the U.S. tariffs. These levies raise the cost of producing and exporting ships to markets in the U.S. and other regions closely aligned with the U.S., making it harder for Yzj Shipbuilding to compete effectively in those markets. Given these trade barriers, Yzj' s ability to directly benefit from U.S.-linked shipping companies or governments is limited. The Houthi Situation:The Houthis previously allowed Chinese ships to pass through the Red Sea unhindered, as the Houthis had specifically stated that Chinese and Russian vessels would not be targeted. This created a favorable environment for Chinese ships, and by extension, shipbuilders like Yzj Shipbuilding, as Chinese vessels had safer access to key global shipping routes. However, following the recent U.S. airstrikes on the Houthis (as you correctly pointed out), the situation has dramatically changed. How U.S. Airstrikes Affect Yzj Shipbuilding:
Conclusion:Given the U.S. airstrikes and the subsequent deterioration of the security situation in the region, Yzj Shipbuilding is likely to  face more challenges  rather than benefits. The previous advantage of Chinese vessels passing unhindered through the Red Sea under Houthi protection is now compromised. As a result, Yzj Shipbuilding could face a decline in demand from Chinese shipping companies, particularly if maritime routes in the region become too risky. Additionally, the broader geopolitical tensions could further complicate the ability of Chinese shipbuilders to secure contracts in the Middle East and regions aligned with the U.S. In this context, the U.S. airstrikes on the Houthis are  more likely to harm Yzj Shipbuilding' s prospects in the region rather than help them.
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ssw518
Elite |
16-Mar-2025 09:35
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Now shipping company caught in between  1) China build might kana port fee 2) US ship / Flag kana sink if they wanna go thru Panama Depend on how Panama gov response to this attack,  for now, it will be dangerous for US Flag ship move through there. Rate most lightly stay high moving forward into Q2, inflation for US as well. Worst for uncle Li also caught in between for the port sale, deal might be off if relation between Parama and US get bad to worst. Just follow up on the news, overall this news is positive for China ship building and bad for all consumer around the world.  As for yzjsb, highly not going to have any cancellation now, especially with Cosco after media backslash on uncle Li' s deal on port sale. Cosco have a contrct for 7 ship with yzjsb if i recall correctly, might need to verify that. For holders, suggest collect this years div first and decide later, especially AGM normally in Apr, so near liao, fyi, yzjsb had a short outstanding of 0.5% od the enlarge capity before JPM d/g. It' s really up to you to guess what' s up in their sleve for this call. you dyodd hor, it is heartbreaking to sell with this result and book, especially if you sell at a lost, just my view, vested with and in negative portfolio
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Cadence88
Veteran |
16-Mar-2025 08:24
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This may be good for shipping rate, fortunately or unfortunately
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ssw518
Elite |
16-Mar-2025 08:01
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FYI, this on no joke. Trump launches large-scale strikes on Yemen' s Houthis, at least 19 killed | Reuters |
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leroy55
Veteran |
15-Mar-2025 20:12
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Filled with arrogance&rsquo : China lashes out at G7 over statements on maritime securityPUBLISHED SAT, MAR 15 20257:03 AM EDT
KEY POINTS
![]() Chinese national flags flutter on boats near shipping containers at the Yangshan Port outside Shanghai, China, February 7, 2025. 
Go Nakamura | Reuters
![]() Chinese national flags flutter on boats near shipping containers at the Yangshan Port outside Shanghai, China, February 7, 2025. 
Go Nakamura | Reuters
China has lashed out at accusations it is endangering maritime safety made by top diplomats from  the Group of 7 industrialized democracies  in a joint statement, saying the G7 members are &ldquo filled with arrogance, prejudice and malicious intentions.&rdquo Even for China&rsquo s generally overheated diplomatic language, the statement issued Saturday was unusually vitriolic, although it did not threaten any retaliation.  
In the Friday statement that sparked the Chinese response, the G7 said, &ldquo We condemn China&rsquo s illicit, provocative, coercive and dangerous actions that seek unilaterally to alter the status quo in such a way as to risk undermining the stability of regions, including through land reclaimations, and building of outposts, as well as their use for military purpose.&rdquo &ldquo We reaffirm that our basic policies on Taiwan remain unchanged and emphasize the importance of peace and stability across the Taiwan Strait as indispensable to international security and prosperity,&rdquo the statement said, referring to the crucial waterway separating China from the self-governing island republic it claims as its own territory. In the response issued through its embassy in Canada, where the two-day G7 meeting was held in La Malbaie, Quebec, China said the statement &ldquo repeated the same old rhetoric, ignored facts and China&rsquo s solemn position, grossly interfered in China&rsquo s internal affairs, and blatantly smeared China.&rdquo &ldquo The statements are filled with arrogance, prejudice and malicious intentions to suppress and attack China. China strongly deplores and opposes&ensp this and has lodged solemn representations with the Canadian side,&rdquo the statement said. China claims virtually the entire South China Sea, through which passes around $5 trillion in global trade. It has dismissed and occasionally clashed with other countries that claim parts of the sea, especially the Philippines, a U.S. treaty partner.  
China is not a member of the G7 but closely follows all comments and references to its international status made by international organizations or in foreign countries, responding to criticism with caustic language. China has firmly rejected a U.N.-affiliated court&rsquo s ruling that invalidated most of its claims to the South China Sea and says its claim to Taiwan is non-negotiable, even if China has to use force against the island. China routinely sends ships and warplanes into airspace and waters near Taiwan, built military bases on human-made islands in the South China Sea and recently staged surprise live-fire exercises in the Tasman Sea between Australia and New Zealand for which it gave no advance notice. Australia&rsquo s aviation authority said it learned of the drills just 30 minutes before they began, not from Beijing but from a pilot flying in the area, and 49 commercial flights were forced to alter their flight paths in response. The G7 did not mention the drills in its statement. &ldquo We share a growing concern at recent, unjustifiable efforts to restrict such freedom and to expand jurisdiction through use of force and other forms of coercion, including across the Taiwan Strait, and in the South China Sea, the Red Sea, and the Black Sea,&rdquo the G7 said. China has the world&rsquo s largest navy, including three aircraft carriers, with a fourth on the way. It has a base in Sheikhdom of Djibouti in the Horn of Africa and consistently has expanded the range of the force. |
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MrBear12
Supreme |
15-Mar-2025 10:45
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aeromaro
Member |
15-Mar-2025 10:39
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Thank you for the clarification. Was just sharing what I saw on news related to BS6.
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dontbetray
Veteran |
14-Mar-2025 17:59
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CK Hutchison Stocks Dive After Chinese Criticisms of Ports DealStocks in Hong Kong conglomerate CK Hutchison tumbled Friday after Chinese officials overseeing the city reposted a newspaper opinion piece blasting the sale of its lucrative Panama Canal ports following pressure from Donald Trump. The president has complained that China controls the vital waterway and the U.S. was overpaying to use it, even refusing to rule out a military invasion of Panama to regain control. Last week, the business empire built by Hong Kong&rsquo s richest man Li Ka-shing sold its port operators business, including those in the canal, in a $22.8 billion deal with a US-led consortium, saying it was purely commercial and unrelated to recent political news. But the Hong Kong and Macao Work Office on Thursday republished in full a newspaper op-ed that demanded the firm choose &ldquo which side it stands on&rdquo . &ldquo Trump and the U.S. did not treat this transaction as a normal commercial move and blatantly interfered, using it to spread global hegemony,&rdquo said the article, first published in Hong Kong&rsquo s Ta Kung Pao earlier that day. &ldquo The U.S. will definitely use (the Canal) to push a political agenda, and Chinese shipping trade there is set to be constrained.&rdquo The article said it was understandable for internet users to lambast the deal as &ldquo spineless kowtowing&rdquo , &ldquo putting profit above all&rdquo , &ldquo ignoring national interests&hellip and betraying and selling out all Chinese people.&rdquo A company facing such a major decision should think hard and &ldquo decide what its position is, and which side it stands on&rdquo , the article concluded. The firm&rsquo s shares plunged 6.70 percent in Hong Kong morning trade. It had soared more than 20 percent after the sale was announced. AFP has contacted CK Hutchison for comment. Ta Kung Pao is owned by a subsidiary of Beijing&rsquo s liaison office in Hong Kong. For months, Trump has fixated on control over shipping in the Panama Canal, which was built by the United States more than a century ago to link the Pacific and Atlantic oceans. It was handed over to Panama in 1999. The U.S. president had repeatedly threatened to &ldquo take back&rdquo the canal, which he said was operated by China. Before the sale, CK Hutchison&rsquo s subsidiary in Panama had managed two of the five ports at the canal&mdash one on the Cristobal side and the other on the Balboa side&mdash via a government concession since 1997. CK Hutchison Holdings is one of Hong Kong&rsquo s largest conglomerates, spanning finance, retail, infrastructure, telecoms and logistics. The Hong Kong government earlier said it &ldquo never interfered in the commercial operation of Hong Kong companies.&rdquo  
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dontbetray
Veteran |
14-Mar-2025 15:37
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bro, got a lobang , dbs pick lendlease global for privatisation. check that counter. dyodd for thos believe in yzj , play by ear. nothing much to comment |
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BinderyT
Elite |
14-Mar-2025 11:57
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Precisely!   Vix barely 25 (zzzzz).   I have alerts on 30 and 35.   30 means get ready to buy, 35 means go buy.
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MrBear12
Supreme |
14-Mar-2025 11:31
![]() Yells: "Peace and goodwill to all" |
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https://www.bing.com/search?q=vix+index& cvid=f418a846f7ca4bca8be7ed8fbf28f2d4& gs_lcrp=EgRlZGdlKgYIABBFGDkyBggAEEUYOdIBCDQ2MDFqMGo5qAIIsAIB& FORM=ANAB01& PC=U531 Even if the VIX has not hit 2020 highest levels, one can see that there has been an increase in volatility which is the beginning of volatile markets. The return of fear on Walls Street. You and I can sip coffee, and I eat salmon by the river, but many others cannot. They are feeling the heat! The indices reflect this... ...
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MrBear12
Supreme |
14-Mar-2025 11:13
![]() Yells: "Peace and goodwill to all" |
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Take a look at this https://edition.cnn.com/markets/premarkets Extreme fear is in the hearts of men. 
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BinderyT
Elite |
14-Mar-2025 11:07
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Nonsense lah.   Fear is like Feb 2020.   Where market plunged 5-7% on alternate days.   Where people panic sell at huge losses because they might go bankrupt.   Now is just a period of uncertainty, where fund managers are rebalancing.   Now is time to go and have coffee with friends, or do day trading (and night options trading), spend time with family, etc.
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MrBear12
Supreme |
14-Mar-2025 10:00
![]() Yells: "Peace and goodwill to all" |
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Correction due to extreme fear in the market. Extreme Fear makes people irrational. That is what is happening in many markets right now. And also in this stock. So bear reckons the selling to keep continuing to a point when people say ," I give up!" And throw in the towel, just like bear bear.
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ssw518
Elite |
14-Mar-2025 09:52
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correction due to? All those are discussed, trade war, US market had been slower to adjust till last week and thanks to trump as well. Friday is a time when shortist covered position as well or pay more fees over the weekends. End of the day is holding strenght, if shortist over short holding power, position will be forced to closed as well just like T+5, no money to pay up, kana force sell. In stock market it is best if you can decide a buy px / sell px before pressing the key, adjust accordlingly with data and not immediate price swing unless doing day trades. this one must and will reverse back one, base on current reporting data. AGM in April should shred some light. meanwhile can trade at own risk. dyodd
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TraderBen
Supreme |
14-Mar-2025 09:47
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lucky saw ur msg.. almost click buy liao
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dontbetray
Veteran |
14-Mar-2025 09:36
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dont buy, market correction
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TraderBen
Supreme |
14-Mar-2025 09:17
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shorts coming in.. today friday.. nobody want to hold open position
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Stocky901
Supreme |
14-Mar-2025 09:12
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Strong opening 💪 💪
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ssw518
Elite |
14-Mar-2025 07:13
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He actual play multiple TDR, YZJ happen to be one, and is in 2010. Just in case ppl blur blur falls into this silly misunderstanding of recent price dip. This guy is boss of investment company and has nothing to do with JPM as well. aeromaro, not sure why you post such a misleading info without understanding it
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