YZJ Shipbldg SGD    Last:3.54    +0.08

big timer accumulating

So come April 28 let hope huat huat...when YZJ give 5c div XD date ?

 

I post this in two other forums... it is so good, with many hand claps that I decided to post it here.....
   

 

Thanks for starting a new thread.  Looking for good insights as the spin off enters the final stretch. 

 

 

This forum as I commented elsewhere is actually a yzj discussion page, nothing more.....
I just read the comments, suggestions, speculations, I can laugh. Going round and round in circles. Everybody getting dizzy and blurred. One chief joker has claimed before that once hit $1.60 or when exDividends come, which ever is earlier, he will cashed out. Well, $1.60 came and go and he' s still dancing around... haha can actually say karma.... pity cannot post CSU stories. Otherwise can at least feel abit assured what is happening underground.......good luck anyway...

 

Very good read indeed.
Thanks very much.

Lobster      ( Date: 07-Feb-2022 23:27) Posted: A good read, if you haven' t read it.... https://www.thesquirrelsdrey.com/post/yangzijiang-shipbuilding-realising-its-full-potential

 

After 10 am witching hour, picture will be clearer...... I will post some news later tonight. Don' t wanna disturb the traders.. bye for now

pdyohwadfmb.

 

$1.37 cleared. $1.38 now.
Results should be around 25 February, should get confirmation soon..... $0.055 expected. I said " expected"

vested. Pdyohwadfmb 

 

$1.36 cleared.... touching $1.37 now.....
just don' t mock the uncles, everything will be fine

Lobster      ( Date: 07-Feb-2022 20:08) Posted: For a start, I posted the following last week and this morning....   Lobster           ( Date: 07-Feb-2022 12:15) Posted:    If this is not a CNY rally, then I don' t know what' s a rally.... the commie traders are back from golden week holidays, back to collect their 5.5 dividends..... onwards towards $1.40 and above... impossible? Then just stay on sidelines and watch lor.... vested. Pdyohwadfmb      Lobster           ( Date: 03-Feb-2022 11:27) Posted:    Post CNY? This is just the start of CNY rally ah...... and don' t forget, China is on a 10-days Golden Week holiday, their real action starts next wee

 

$1.36.... will resume rally.....

 

A good read, if you haven' t read it....

https://www.thesquirrelsdrey.com/post/yangzijiang-shipbuilding-realising-its-full-potential

 

Yangzijiang, Keppel Corp and SembMarine in UOB Kay Hian' s top picks in ' overweight' O& M sector

UOB Kay Hian analyst Adrian Loh has maintained &ldquo overweight&rdquo on the offshore and marine (O& M) sector as he sees the sector moving &ldquo onwards and upwards&rdquo .

&ldquo The rig market appears to have turned a corner in 2021 with oil prices exceeding US$80 ($107.50) per barrel &ndash this has resulted in stronger rig utilisation rates and a firming of rig dayrates vs 2020,&rdquo writes Loh in his Jan 14 report.

&ldquo The higher offshore activity expected in 2022 and 2023 underpins our positive view on the sector, especially given that meaningful rig supply was removed globally,&rdquo he adds.

In 2021, competitive utilisation for offshore rigs rose strongly, exceeding the highs seen pre-Covid-19.

&ldquo With the higher utilisation numbers, we believe that dayrate numbers should follow and incentivise rig owners to place new orders. Already we have seen firmer rig dayrates on a y-o-y basis. We also note that particular regions like Brazil saw utilisation rates exceed 90% in 2021,&rdquo says Loh.

Global offshore activity is also likely to pick up in 2022 and 2023, with demand for production assets looking to have &ldquo meaningful upside&rdquo in the next few years, which could be positive for Keppel Corporation and Sembcorp Marine.

&ldquo According to Rystad Energy, offshore investments in 2022 are set to increase by 7% y-o-y from US$145 billion to US$155 billion. In addition, we highlight that the US$150 billion of greenfield projects sanctioned in 2021 (2020: US$80 billion) will likely be repeated in 2022, thus underlining the positive outlook for the offshore marine sector in the short to medium term,&rdquo he adds.

To this end, should activity in the oil and gas industry strengthen in 2022 and 2023, Loh says the sector can expect to see a cyclical upturn start in the near term. This is also based on the assumption that governments are able to view the Covid-19 virus as endemic amid less lethal variants.

Finally, the global offshore rig count fell 7% y-o-y to 716 rigs. Around 42 rigs were sold for scrap or conversion with semi-subs registering the largest supply destruction in percentage terms, down 12% y-o-y to 104 rigs.

&ldquo In our view, this is positive for the industry as the extraction of excess supply should allow utilisation and dayrates to firm up going forward,&rdquo says Loh.

Within the sector, Loh has identified Yangzijiang, Keppel Corporation and Sembcorp Marine (SembMarine) as his top picks. Yangzijiang, which remains inexpensive at FY2022 P/B 0.6 times, will see margin expansion in the next few quarters. Keppel Corporation has undemanding valuations and has potential positive newsflow on its merger or divestment of its O& M business unit. SembMarine&rsquo s risk-reward is skewed to the upside after its successful $1.5 billion rights issue in 2021. The latter could also benefit from the upcoming upcycle as Singapore&rsquo s largest offshore marine company, says Loh.

UOB Kay Hian has given Yangzijiang, Keppel Corporation, SembMarine and Sembcorp Industries &ldquo buy&rdquo calls with target prices of $2, $6.74, 11 cents and $2.59 respectively.

 

For a start, I posted the following last week and this morning....
 

Lobster           ( Date: 07-Feb-2022 12:15) Posted:    If this is not a CNY rally, then I don' t know what' s a rally.... the commie traders are back from golden week holidays, back to collect their 5.5 dividends..... onwards towards $1.40 and above... impossible? Then just stay on sidelines and watch lor.... vested. Pdyohwadfmb      Lobster           ( Date: 03-Feb-2022 11:27) Posted:    Post CNY? This is just the start of CNY rally ah...... and don' t forget, China is on a 10-days Golden Week holiday, their real action starts next wee

 

From now I post my tokkong views on mighty yzj here.
crazy b@stard hogging the other thread and talk like he owns that place   and spamming with who' s sell queue and who' s buy queue like macham we are trading in the jungles.....

 

unusual share price ......feeling the profit will drop by 60% for Q2........

Beware.........High risk .....

 

Different is YZJ has been repeating the same story over and over and over again by few broking houses. 

idwish      ( Date: 21-Jul-2020 16:19) Posted: AEM open their mouth and reported on the newspaper, price shot up like no body business YZJ did the same......no effect and not impressive at all

 

AEM open their mouth and reported on the newspaper, price shot up like no body business
YZJ did the same......no effect and not impressive at all

 

Now is time to this accumulative jinx....

 

BBs quietly accumulating at 95......placing low buy q.....

Smart play in place......

 

YANGZIJIANG SHIPBUILDING, one of the PRC?s leading and most enterprising shipbuilder listed on the SGX Main Board, was awarded ?The Shipbuilding & Repair Yard Award? at Seatrade Maritime Awards Asia 2015.

Yangzijiang edged out two other finalists, Keppel Corp and SembCorp Marine.

The Seatrade Maritime Awards, given out on Nov 16 in Hong Kong, are widely acknowledged as one of the region?s most prestigious industry awards.

The judging criteria for the award handed to Yangzijiang include business profitability, reliability record, rate of lost time in accidents, innovation in product offerings, and commitment to the environment in operations.
 

" Our mission is to build an outstanding shipbuilding group that has a commanding position not only in China, but globally. Our efforts to strive for the highest standard in the shipbuilding industry will never cease." -- Ren Yuanlin, executive chairman (photo).

Ren Yuanlin, the executive chairman of Yangzijiang, said: " Over the years, Yangzijiang has made consistent efforts in building top-notch shipyards. In terms of capacity, Yangzijiang has grown into the largest private shipyard in China in terms of capability, with our investments into R& D and the technological breakthroughs we have accomplished, we have introduced a series of new products, which include large-size containerships, LNG carriers and clean energy vessels.

" Committed to environmental protection, we have worked hard to build our shipyards and our shipbuilding capability to cater to Green Vessels. Guarded by our operational efficiency and strong financial position, we have maintained a good delivery record and established a stable client network that continues to bring about orders from repeat customers.

" Yangzijiang normally ranks among the top-10 shipyards globally in terms of outstanding order book, and this healthy order book ensures good utilization of our yard capacity."

 

closed at day high....1.19....

buy up at matching....

vol is goooood...