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The Chinese interview article with Uncle Ren has since been removed by the author.
Whether is true or fake?......I think YZJ should clarify to prevent further speculation.
let the coy, CDP, custodians worry abt the process... we just need to hold and wait for the process to be completed.
Louistan ( Date: 01-Apr-2026 11:54) Posted:
Can transfer listing to HKEX without first delisting in SGX?
whereru ( Date: 01-Apr-2026 11:49) Posted:
My shares are in custodian bank (SC), so they will do the transfer to HKEX automatically.
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Can transfer listing to HKEX without first delisting in SGX?
whereru ( Date: 01-Apr-2026 11:49) Posted:
My shares are in custodian bank (SC), so they will do the transfer to HKEX automatically.
Louistan ( Date: 01-Apr-2026 11:08) Posted:
| How do you delist from SGX - by buying it back from shareholders |
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If delist only, then they will provide offer letter to buy back from shareholders...
Louistan ( Date: 01-Apr-2026 11:08) Posted:
How do you delist from SGX - by buying it back from shareholders?
whereru ( Date: 01-Apr-2026 10:39) Posted:
good if YZJ delist from SGX and list in HKEX...
Huat big big!!! |
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My shares are in custodian bank (SC), so they will do the transfer to HKEX automatically.
Louistan ( Date: 01-Apr-2026 11:08) Posted:
How do you delist from SGX - by buying it back from shareholders?
whereru ( Date: 01-Apr-2026 10:39) Posted:
good if YZJ delist from SGX and list in HKEX...
Huat big big!!! |
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From ChatGPT:
Fair Value & Intrinsic Value Estimates
- Peter Lynch-based fair value: ~S$10.10 &mdash suggests significant upside vs price ~S$3.90.
- Discounted Cash Flow (DCF) intrinsic value: ~S$5.55 (range approx S$4.76&ndash S$6.75) &mdash implies the stock is undervalued at current levels.
- Simply Wall St future cash-flow estimate: fair value estimate ~S$6.38 (DCF view) &mdash below this the stock is trading cheap.
- Simply Wall St&rsquo s &ldquo future cash flow value&rdquo model showed the share trading well below a theoretical fair value of around S$16.85 (but that&rsquo s a very long-term/optimistic model).
What This Means
- Valuation models vary widely depending on methodology (simple earnings growth formula vs. DCF vs. future cash flow including long horizons).
- Most reasonable intrinsic estimates from structured models sit in the mid-single-digit SGD range (~S$5&ndash S$6+), implying upside from current share prices.
How do you delist from SGX - by buying it back from shareholders?
whereru ( Date: 01-Apr-2026 10:39) Posted:
good if YZJ delist from SGX and list in HKEX...
Huat big big!!! |
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SGX is really a mickey mouse exchange.
All the sound and fuy made by MAS and setting up of manyt committees, task forces, reviews, roundtable, EQDP, etc - ALL NO USE.
Save for a few deep bluechips, BBs always have a say.
What valuation are we talking about?
dexterderc ( Date: 01-Apr-2026 10:48) Posted:
Maybe he's hinting bbs to push yzjsb to $10 on sgx.. 🤑
cltang ( Date: 31-Mar-2026 22:21) Posted:
https://mp.weixin.qq.com/s/hs_9d530FZQlEtKqV-SuUA
他 进 一 步 给 出 了 一 个 极 具 震 撼 力 的 对 比 :若 核 心 资 产 扬 子 江 船 业 转 赴 香 港 上 市 ， 其 目 前 约 4新 元 的 股 价 水 平 ， 在 两 地 市 场 估 值 逻 辑 的 差 异 下 ， 理 论 上 有 望 获 得 接 近 10新 元 的 估 值 重 塑 。 这 种 显 著 的 &ldquo 估 值 分 化 &rdquo ， 正 是 驱 使 扬 子 江 系 重 新 审 视 资 本 主 战 场 的 关 键 诱 因 。
" He further provided a striking comparison: if core asset Yangzijiang Shipbuilding were to shift its listing to Hong Kong, its current share price of approximately SGD 4 could theoretically undergo a valuation re-rating to nearly SGD 10, driven by the divergent valuation logics of the two markets. This significant " valuation divergence" is precisely the key driver compelling the Yangzijiang group to re-evaluate its primary capital battleground." |
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On the flip side.....he is hinting shares buy back $4 and delist.....
Current market seems to cap the price within $4
dexterderc ( Date: 01-Apr-2026 10:48) Posted:
Maybe he's hinting bbs to push yzjsb to $10 on sgx.. 🤑
cltang ( Date: 31-Mar-2026 22:21) Posted:
https://mp.weixin.qq.com/s/hs_9d530FZQlEtKqV-SuUA
他 进 一 步 给 出 了 一 个 极 具 震 撼 力 的 对 比 :若 核 心 资 产 扬 子 江 船 业 转 赴 香 港 上 市 ， 其 目 前 约 4新 元 的 股 价 水 平 ， 在 两 地 市 场 估 值 逻 辑 的 差 异 下 ， 理 论 上 有 望 获 得 接 近 10新 元 的 估 值 重 塑 。 这 种 显 著 的 &ldquo 估 值 分 化 &rdquo ， 正 是 驱 使 扬 子 江 系 重 新 审 视 资 本 主 战 场 的 关 键 诱 因 。
" He further provided a striking comparison: if core asset Yangzijiang Shipbuilding were to shift its listing to Hong Kong, its current share price of approximately SGD 4 could theoretically undergo a valuation re-rating to nearly SGD 10, driven by the divergent valuation logics of the two markets. This significant " valuation divergence" is precisely the key driver compelling the Yangzijiang group to re-evaluate its primary capital battleground." |
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Maybe he's hinting bbs to push yzjsb to $10 on sgx.. 🤑
cltang ( Date: 31-Mar-2026 22:21) Posted:
https://mp.weixin.qq.com/s/hs_9d530FZQlEtKqV-SuUA
他 进 一 步 给 出 了 一 个 极 具 震 撼 力 的 对 比 :若 核 心 资 产 扬 子 江 船 业 转 赴 香 港 上 市 ， 其 目 前 约 4新 元 的 股 价 水 平 ， 在 两 地 市 场 估 值 逻 辑 的 差 异 下 ， 理 论 上 有 望 获 得 接 近 10新 元 的 估 值 重 塑 。 这 种 显 著 的 &ldquo 估 值 分 化 &rdquo ， 正 是 驱 使 扬 子 江 系 重 新 审 视 资 本 主 战 场 的 关 键 诱 因 。
" He further provided a striking comparison: if core asset Yangzijiang Shipbuilding were to shift its listing to Hong Kong, its current share price of approximately SGD 4 could theoretically undergo a valuation re-rating to nearly SGD 10, driven by the divergent valuation logics of the two markets. This significant " valuation divergence" is precisely the key driver compelling the Yangzijiang group to re-evaluate its primary capital battleground." |
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good if YZJ delist from SGX and list in HKEX...
Huat big big!!!
Yes. SGX pennies wise pound foolish 😜 Panda8 ( Date: 01-Apr-2026 08:39) Posted:
It is time for SGX to wake up and do something about it before too late. Once they leave, will be no return. And SGX market will be getting smaller and smaller.
cltang ( Date: 31-Mar-2026 22:21) Posted:
https://mp.weixin.qq.com/s/hs_9d530FZQlEtKqV-SuUA
他 进 一 步 给 出 了 一 个 极 具 震 撼 力 的 对 比 :若 核 心 资 产 扬 子 江 船 业 转 赴 香 港 上 市 ， 其 目 前 约 4新 元 的 股 价 水 平 ， 在 两 地 市 场 估 值 逻 辑 的 差 异 下 ， 理 论 上 有 望 获 得 接 近 10新 元 的 估 值 重 塑 。 这 种 显 著 的 &ldquo 估 值 分 化 &rdquo ， 正 是 驱 使 扬 子 江 系 重 新 审 视 资 本 主 战 场 的 关 键 诱 因 。
" He further provided a striking comparison: if core asset Yangzijiang Shipbuilding were to shift its listing to Hong Kong, its current share price of approximately SGD 4 could theoretically undergo a valuation re-rating to nearly SGD 10, driven by the divergent valuation logics of the two markets. This significant " valuation divergence" is precisely the key driver compelling the Yangzijiang group to re-evaluate its primary capital battleground." |
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Yangzijiang Shipbuilding bags US$980 million in vessel contracts in Q1
The group&rsquo s outstanding order book stands at about US$22.8 billion
[SINGAPORE] Yangzijiang Shipbuilding said on Tuesday (Mar 31) that it secured shipbuilding contracts for 22 vessels in the first quarter of 2026, with an estimated aggregate value of about US$980 million.
The contracts are for 17 container ships, four oil tankers and one bulk carrier. These are scheduled for deliveries between 2028 and 2029.
The mainboard-listed shipbuilder does not expect the contracts to have any material impact on its net tangible assets per share or earnings per share for the financial year ending Dec 31, 2026.
The group said its outstanding order book stands at about US$22.8 billion for 256 vessels, after factoring in the latest quarter&rsquo s contracts and deliveries.
Shares of Yangzijiang Shipbuilding : BS6 -0.79% closed at S$3.78, down 0.8 per cent or S$0.03, on Tuesday, before the announcement.
It is time for SGX to wake up and do something about it before too late. Once they leave, will be no return. And SGX market will be getting smaller and smaller.
cltang ( Date: 31-Mar-2026 22:21) Posted:
https://mp.weixin.qq.com/s/hs_9d530FZQlEtKqV-SuUA
他 进 一 步 给 出 了 一 个 极 具 震 撼 力 的 对 比 :若 核 心 资 产 扬 子 江 船 业 转 赴 香 港 上 市 ， 其 目 前 约 4新 元 的 股 价 水 平 ， 在 两 地 市 场 估 值 逻 辑 的 差 异 下 ， 理 论 上 有 望 获 得 接 近 10新 元 的 估 值 重 塑 。 这 种 显 著 的 &ldquo 估 值 分 化 &rdquo ， 正 是 驱 使 扬 子 江 系 重 新 审 视 资 本 主 战 场 的 关 键 诱 因 。
" He further provided a striking comparison: if core asset Yangzijiang Shipbuilding were to shift its listing to Hong Kong, its current share price of approximately SGD 4 could theoretically undergo a valuation re-rating to nearly SGD 10, driven by the divergent valuation logics of the two markets. This significant " valuation divergence" is precisely the key driver compelling the Yangzijiang group to re-evaluate its primary capital battleground." |
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Yangzijiang Considers Delisting From SGX .....31 March 2026
https://mp.weixin.qq.com/s/hs_9d530FZQlEtKqV-SuUA
cltang ( Date: 31-Mar-2026 22:21) Posted:
https://mp.weixin.qq.com/s/hs_9d530FZQlEtKqV-SuUA
他 进 一 步 给 出 了 一 个 极 具 震 撼 力 的 对 比 :若 核 心 资 产 扬 子 江 船 业 转 赴 香 港 上 市 ， 其 目 前 约 4新 元 的 股 价 水 平 ， 在 两 地 市 场 估 值 逻 辑 的 差 异 下 ， 理 论 上 有 望 获 得 接 近 10新 元 的 估 值 重 塑 。 这 种 显 著 的 &ldquo 估 值 分 化 &rdquo ， 正 是 驱 使 扬 子 江 系 重 新 审 视 资 本 主 战 场 的 关 键 诱 因 。
" He further provided a striking comparison: if core asset Yangzijiang Shipbuilding were to shift its listing to Hong Kong, its current share price of approximately SGD 4 could theoretically undergo a valuation re-rating to nearly SGD 10, driven by the divergent valuation logics of the two markets. This significant " valuation divergence" is precisely the key driver compelling the Yangzijiang group to re-evaluate its primary capital battleground." |
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https://mp.weixin.qq.com/s/hs_9d530FZQlEtKqV-SuUA
他 进 一 步 给 出 了 一 个 极 具 震 撼 力 的 对 比 :若 核 心 资 产 扬 子 江 船 业 转 赴 香 港 上 市 ， 其 目 前 约 4新 元 的 股 价 水 平 ， 在 两 地 市 场 估 值 逻 辑 的 差 异 下 ， 理 论 上 有 望 获 得 接 近 10新 元 的 估 值 重 塑 。 这 种 显 著 的 &ldquo 估 值 分 化 &rdquo ， 正 是 驱 使 扬 子 江 系 重 新 审 视 资 本 主 战 场 的 关 键 诱 因 。
" He further provided a striking comparison: if core asset Yangzijiang Shipbuilding were to shift its listing to Hong Kong, its current share price of approximately SGD 4 could theoretically undergo a valuation re-rating to nearly SGD 10, driven by the divergent valuation logics of the two markets. This significant " valuation divergence" is precisely the key driver compelling the Yangzijiang group to re-evaluate its primary capital battleground."
Published 31 March 2026, 18:19
Alpha Omega Marine, a Singapore-based shipping investment platform managed by two Greek partners, confirmed on Tuesday that it has inked its first bulker newbuildings.
TradeWinds already reported in November about market sources naming Alpha Omega as a partner in a quartet of 40,000-dwt handysizes that Yangzijiang Maritime Development (YZJ Maritime) announced ordering at an undisclosed shipyard.
Panda8 ( Date: 31-Mar-2026 18:14) Posted:
Thanks for the update
JurongW ( Date: 31-Mar-2026 17:37) Posted:
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Thanks for the update
JurongW ( Date: 31-Mar-2026 17:37) Posted:
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Cool, just ignore the noises.
Winnertakeall ( Date: 30-Mar-2026 11:48) Posted:
SITC orders feeder container ships
worth $137m at Yangzijiang Shipbuilding
The six 1,100-teu newbuildings were option vessels that the company held at shipyard
Intra-Asia liner specialist SITC International Holding has lifted its growing orderbook with six 1,100-teu container ship newbuildings.
The Hong Kong-listed company said it has contracted Yangzijiang to build the series of feeder vessels to be delivered between March and August 2028.
pkli899 ( Date: 27-Mar-2026 16:13) Posted:
| Is exercise option la.....USD137m. |
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