YZJ Shipbldg SGD    Last:3.37   -

The Only Shipbuilding Blue Chip in SGX!

you have two now

JurongW      ( Date: 18-Apr-2026 18:09) Posted: I received a useful rating for this post.  Usually, I received more not useful ratings than useful ones. Thank you whoever you are. Now this chart has mid and long-term MAs, bollingers, RSI and MACD indicated.  Trend looks bullish short or longer term.

 

The Yang force is strong. Momentum building, Resilience intact.

 

Strategic investment (positive catalyst) - YZJ Shipbuilding     

• YZJ plans to    buy a 10% stake in Seaspan (Poseidon Corp)  for US$825m
• Analysts (e.g. UOBKH, DBS)    maintain BUY calls  and raised target prices (S$4.55 ~ S$4.75)
• Seen as improving    earnings visibility, stability, and long-term growth     

👉 This is one of the biggest recent bullish drivers.

 

Any price prediction before going XD on 6 May?

Winnertakeall      ( Date: 20-Apr-2026 10:11) Posted: YZJ Shipbuilding - 2026 Final Dividend Timeline Ex-dividend (XD) date:  6  May 2026            Payment date:  14 May 2026       Dividend amount:  20    cents per share

 

YZJ Shipbuilding - 2026 Final Dividend Timeline

• Ex-dividend (XD) date:  6  May 2026           
• Payment date:  14 May 2026      
• Dividend amount:  20    cents per share   

 

I received a useful rating for this post.  Usually, I received more not useful ratings than useful ones.
Thank you whoever you are.

Now this chart has mid and long-term MAs, bollingers, RSI and MACD indicated.  Trend looks bullish short or longer term.

 

Trading idea
Once YZJ breakout from 416, can it reach 485 before going XD on 6 May?
Dividend yield of 4.87% based on share price of 410 is attractive (Payment of 20 cents per share is on 14 May)

 

YZJSB profit margin more than 25%, why Maritime will consider YZJSB if they can get a better price with compable product? No body know too.

 

No confirmation those VLCC given to it , profit from where ?

ysh2006      ( Date: 17-Apr-2026 05:29) Posted: Will YZJM give their new order 8 VLCC to this shipyard to build ?

 

Will YZJM give their new order 8 VLCC to this shipyard to build ?

 

Dividend ex-date 6th May 2026, payment date 14th May 2026

 

you might have a point here. Although I have a slughtly different understanding. One of the reasons why they were able to pickup this significant stake was becuase they are still a Singapore listed company. If they were HK listed I feel they might not have got the approval to pickup the stake. Although its absolutely correct that while listed in SGX they are probably listed at almost a 50%-60% discount than what they will get if they were  in HKEX. Who knows with the sgx-nasdaq tieup it  might be also be a possibilty for them to get access to the US investors and then it will be another story altogeher. 

pursuer76      ( Date: 14-Apr-2026 14:12) Posted: hard to say. it is precisely with the new investment and the undervalued price, all the more they will consider to delist and list in HKEX. the price there will definitely surpass SGX lousy price. JAMMIE      ( Date: 14-Apr-2026 13:14) Posted: not even close to getting privatised especially with the recent investments both by the company and ceo. the BBs keep playing this stock becuase it has big swings and provides them with ample opportunities to pick up some trading money. as a smal linvestor if you have a 3-5 years horizon you will make money, just need to be patient and not watch the swings thatr keep happening. Long term it will go up and keep paying a dividend in the range of 4%-5% as it has clear revenue visibility till 2030. the  profits should also hold, and with the new shipyard coming online in second half of 2026, the capacity will go up and then they will get aggresive with more order wins. also YZJ is very choosy in their orders and focusses on  profitable business.

 

Yangzijiang spins off new unit to operate vessel delivery and repair in Nantong

[SINGAPORE] Yangzijiang Shipbuilding : BS6 -0.5% has spun off a new unit to build and run facilities in Nantong, China, for delivering large vessels and carrying out ship repair and conversion work.

In a bourse statement on Wednesday (Apr 15), the mainboard-listed company said the new wholly-owned subsidiary, Jiangsu Yangzi Hongda Shipbuilding and Repair, has a registered capital of US$100 million, funded through the group&rsquo s &ldquo internal resources&rdquo .

The incorporation of Jiangsu Yangzi Hongda Shipbuilding and Repair is not expected to have any material impact on the earnings per share and net tangible assets per share of the group for the financial year ending Dec 31, 2026.

Aside from their stakes in the company, none of its directors or controlling shareholders have any direct or indirect interest in the setting up of the new subsidiary.

 

Stocks to watch: Business Times
SIA, Yangzijiang Shipbuilding, Keppel DC Reit, Suntec Reit, Olam Group, StarHub   

https://bt.sg/FoMw
 

 

Yangzijiang spins off new unit to operate vessel delivery and repair in Nantong  

The new subsidiary has a registered capital of US$100 million, funded through the group internal resources

Yangzijiang Shipbuilding : BS6 -0.5%  has spun off a new unit to build and run facilities in Nantong, China, for delivering large vessels and carrying out ship repair and conversion work.

In a bourse statement on Wednesday (Apr 15), the mainboard-listed company said the new wholly-owned subsidiary, Jiangsu Yangzi Hongda Shipbuilding and Repair, has a registered capital of US$100 million, funded through the group internal resources.

The incorporation of Jiangsu Yangzi Hongda Shipbuilding and Repair is not expected to have any material impact on the earnings per share and net tangible assets per share of the group for the financial year ending Dec 31, 2026.

 

dexterderc      ( Date: 15-Apr-2026 21:44) Posted: https://www.businesstimes.com.sg/companies-markets/yangzijiang-spins-new-unit-operate-vessel-delivery-and-repair-nantong

 

https://www.businesstimes.com.sg/companies-markets/yangzijiang-spins-new-unit-operate-vessel-delivery-and-repair-nantong

 

Yangzijiang Shipbuilding (Holdings) Ltd (SGX: BS6)   
The Earnings Growth Story

 

This shipbuilding powerhouse has been surfing on a wave of margin expansion and higher profits over the last five years, on the back of increased pricing power and lower material costs.   

For context, the net margin for Yangzijiang Shipbuilding, or YZJ, expanded from 12.6% in FY2022 to a staggering 30.3% in FY2025, with net profit surging from RMB 2.6 billion to RMB 8.6 billion.   

YZJ rising earnings have closely tracked its share price appreciation over the years, suggesting the multi-year rally is justified by the company higher earnings.   

The key question is: Can the company earnings continue growing?   

With US$22.4 billion (RMB 154 billion) in order backlog, YZJ has decent visibility for its future revenue and earnings.   

For investors, monitoring the orders secured by this shipbuilder is a must to gauge future earnings sustainability. 

 

hard to say. it is precisely with the new investment and the undervalued price, all the more they will consider to delist and list in HKEX. the price there will definitely surpass SGX lousy price.

JAMMIE      ( Date: 14-Apr-2026 13:14) Posted: not even close to getting privatised especially with the recent investments both by the company and ceo. the BBs keep playing this stock becuase it has big swings and provides them with ample opportunities to pick up some trading money. as a smal linvestor if you have a 3-5 years horizon you will make money, just need to be patient and not watch the swings thatr keep happening. Long term it will go up and keep paying a dividend in the range of 4%-5% as it has clear revenue visibility till 2030. the  profits should also hold, and with the new shipyard coming online in second half of 2026, the capacity will go up and then they will get aggresive with more order wins. also YZJ is very choosy in their orders and focusses on  profitable business.    pursuer76      ( Date: 14-Apr-2026 12:40) Posted: looks like some ppl/BBs have been selling down. maybe intentionally suppress price for low-ball privatisation?

 

not even close to getting privatised especially with the recent investments both by the company and ceo. the BBs keep playing this stock becuase it has big swings and provides them with ample opportunities to pick up some trading money. as a smal linvestor if you have a 3-5 years horizon you will make money, just need to be patient and not watch the swings thatr keep happening. Long term it will go up and keep paying a dividend in the range of 4%-5% as it has clear revenue visibility till 2030. the  profits should also hold, and with the new shipyard coming online in second half of 2026, the capacity will go up and then they will get aggresive with more order wins. also YZJ is very choosy in their orders and focusses on  profitable business.   

pursuer76      ( Date: 14-Apr-2026 12:40) Posted: looks like some ppl/BBs have been selling down. maybe intentionally suppress price for low-ball privatisation?

 

looks like some ppl/BBs have been selling down. maybe intentionally suppress price for low-ball privatisation?