Others   

Masters of the SEAS: KEPPEL, SCI, SEATRIUM, YZJSB

SEATRIUM

AI Energy Boom: 3 Singapore Stocks to Watch
https://sg.finance.yahoo.com/news/ai-energy-boom-3-singapore-093000866.html

Seatrium could also potentially benefit from the boom and accretion in AI development, although the connection is indirect. The primary link is through the AI sector' s massive and growing demand for energy, which drives new business for Seatrium in both offshore energy and renewables.  https://www.iea.org/news/ai-is-set-to-drive-surging-electricity-demand-from-data-centres-while-offering-the-potential-to-transform-how-the-energy-sector-works

​ Here is how the AI boom could create opportunities for Seatrium:

Powering AI data centers
The rise of AI is leading to a significant increase in energy consumption from data centers globally. 

1. Seatrium is a  key player in the offshore renewables energy market, building high-voltage offshore substations and specialized vessels for offshore wind farms. These projects can supply the clean energy needed to power AI data centers.
2. To meet energy and cooling demands, some tech companies are exploring building data centers offshore. Seatrium  has the experience in building large, complex offshore data centre structures  that makes it a prime candidate for such projects. 

Upgrading energy infrastructure
The increased load from AI data centers is putting a strain on existing onshore power grids. This could prompt more investment in strengthening energy infrastructure, which aligns with Seatrium' s capabilities: 

1. Seatrium has  experience with building and installing offshore substations, which are critical components for expanding and upgrading energy grids.
2. Seatrium is also  involved in new energies, such as LNG assets and potential solutions related to small modular reactors. These can provide stable power to meet the high demand from AI. 

Enhancing internal operations with AI
Beyond the indirect benefits, Seatrium is also actively exploring the direct use of AI to improve its own business. 

1. Seatrium has a collaboration with Singapore' s   A*STAR to use AI and machine learning to streamline product development and manufacturing.
2. Seatrium is using AI and other digital solutions to enhance operational efficiency, promote innovation, and manage ESG risks. 

https://www.theedgesingapore.com/news/kopi-c-company-brew/how-seatrium-building-global-engineering-brand-singapore-dock

 

 

SEMBCORP INDUSTRIES & KEPPEL

Sembcorp Industries and Keppel Ltd are probably two of the top AI-related stocks in SGX. While SCI and Keppel are not solely focused on AI, they are both considered key players in the SGX ecosystem due to their strong positioning within sectors crucial to AI development, infrastructure and sustainable energy. 

KEPPEL 

1. Keppel  offers integrated solutions  across power, connectivity, data centers, and decarbonization, all essential for the functioning and growth of the AI sector.
2. Keppel owns and  has the expertise to manage data centers  through its listed REIT, Keppel DC REIT, which directly benefits from the increasing demand for data storage and cloud services driven by AI adoption.
3. Keppel is actively  integrating green technologies and renewable energy solutions  into its data center development, addressing the growing demand for sustainable infrastructure to support AI development.
4. Keppel plans to invest in and  develop advanced, industry-specific AI platforms  across various sectors, demonstrating its commitment to leveraging AI beyond its core business operations. 
5. Keppel has  formed strategic partnership  with Dell Technologies to jointly develop advanced AI platforms and efficient data centers across Asia.           
                                                                                                                                                                                                   Keppel, Dell partner to build AI platforms, data centres in Asia.                                                        https://sbr.com.sg/news/keppel-dell-partner-build-ai-platforms-data-centres-in-asia#:~:text=The%20facilities%20will%20feature%20green,consulting%20to%20support%20the%20initiative.

SEMBCORP INDUSTRIES

1. SCI is a leading player in the renewable energy sector, and with data centers being energy-intensive, their  ability to provide clean energy is crucial for powering sustainable digital infrastructure.
2. SCI has  secured significant long-term PPAs with major data center players  like ST Telemedia Global Data Centres, and including an 18-year agreement with Micron and a 10-year agreement with Singtel, ensuring stable revenue streams while supporting the growth of the digital economy.
3. SCI  offers BOTH natural gas and renewable energy solutions, providing flexibility for companies to meet their energy needs while transitioning towards greener options, crucial for AI' s energy demands.
4. SCI  is involved in initiatives and partnerships exploring advanced energy solutions  like hydrogen-based energy and energy storage systems to meet the increasing power requirements of the AI sector sustainably. 

Telkom Indonesia partners with Sembcorp to build data centers in Southeast Asia
https://indonesiabusinesspost.com/5090/corporate-affairs/telkom-indonesia-partners-with-sembcorp-to-build-data-centers-in-southeast-asia#:~:text=Indonesia' s%20State%20telecommunications%20company%2C%20PT,of%20low%2Dcarbon%20data%20centers.

So, while both SCI and Keppel are not purely AI companies, their robust positions within the essential infrastructure and energy sectors make them strong AI-related plays on the SGX. According to Morgan Stanley,  both SCI and Keppel are expected to be key beneficiaries of AI adoption in Singapore. 

AI key to help sustain Singapore' s 3% GDP growth: Morgan Stanley
https://sg.finance.yahoo.com/news/ai-key-help-sustain-singapore-231048976.html

SCI, Keppel and more: Singapore' s top AI adopters could drive three per cent GDP growth, says Morgan Stanley
https://www.edb.gov.sg/en/business-insights/insights/sia-singtel-and-more-singapores-top-ai-adopters-could-drive-three-per-cent-gdp-growth-says-morgan-stanley.html#:~:text=Asset%20manager%20and%20operator%20Keppel,to%20higher%20profits%20for%20Sembcorp.

 

No no no....... not reversal......

it' s just a " time-out" ..././/where the stocks here are pigeonholing.......where the stocks is finding its equilibrium.........
while waiting for the moment   to move........

back fr my holidays, i want to resume on the the REITs talk....... but I believe, or just heard, Semb is brewing something....... for Keppel, it is already brewing strongly,  i m sure you can smell the brew....... so i thought i should write something to show some directions........and  somewhere in there maybe u   can smell some brew ........to put it in simple language.......Keppel is running, Semb is going to run, Seatrium is waiting to run.........

(Today is actually a damned good price to reenter SCI, because market was reacting to the Singapore gdp report........ tomorrow may still be able to get in)

 

Reversal ...

Delvyss      ( Date: 03-Sep-2025 16:04) Posted: Seatrium Ltd Technical Analysis: Bullish Momentum Signals Upside Potential for Investors https://www.minichart.com.sg/2025/09/01/seatrium-ltd-technical-analysis-bullish-outlook-and-price-targets-for-september-2025/

 

Yes bro, let's HUAT together..And all those who believes in you will eventually Huat and prosper together soon. 😊 😊 😊

aragosta      ( Date: 10-Sep-2025 00:33) Posted: Hello old friend, nice to hear from you u...... I know u r deep in Keppel & Seatrium, so I m happy for u......there will be great things going for these two......I' ll talk about when the time is right.......trust me, it will be phenomenal.......some bros here have faith in what I hinted, and I will not let them down....... I already promised , that if these stocks do not hit what I said in time to come, I' ll leave this place forever....... that' s how confident I am....... About the gangsters thingy .......its not the same as what u think... as i explained some long time ago, i used to talk about the real existence of " syndicates" (who are capable of. " manipulating" certain stocks) , and which i refer as " gangs" . and so the syndicate players I referred to as " gangsters" ........and from then on, been using that to refer to the people in some " gangs" that I know, and from where I gotta my " coffee shop" stories ....,. which I used to relate them here in a light hearted way...... of course, there will be haters who would mock me, but it doesn' t bother me...... Btw, I not been very active in this forum nowadays, mainly because, it takes so long , like hours, for my post to go through .... I wondering if everyone got the same problem as me........the other is , I been very active and busy, accumulating certain stocks, buying on the dips, and doing good trades on some reliable tips.......market is on a very hot run, very best time o play........as I said, if you are busy playing the market, where got time to post?......anyway, I will keep posting whenever I can on some of my tokkong stocks.......as promised, I' ll start on the Keppel and Seatrium when the time is right........Keppel will have some earth shattering news, if they r really true, before year end (I hope it' s true too! and all believers can Huat !)........cheers for now........   newbie19      ( Date: 09-Sep-2025 09:32) Posted: Ara, i agree with you in regards to Ah Yang and the other 3 tokong SEAS stocks that it will be soon flourish and prosper soon or very soon. Why? Because i also heard from different areas of gangsters also has a different set of target price.. I like travelling to differnt places and get in touch with these gangsters and all are my friends too. To be specific ma.... A) 18 Lor Han- Chinatown, Bukit Meral, Queenstown. B) 24 - Toa Payoh, Geylang C) 108- Jalan Besar, Whampoa D) 369- Ang Mo Kio, Toa Payoh, Hougang,Jurong E) 22- Bukit Ho Swee,Tiong Bahru F} Lor Kuan - Toa Payoh, Whampoa My conclusion is all the above gangsters also gave me " Ah Yang and the 3 tokong SEAS stocks" very positive  outlook soon, some can be as  early as in October 25. Please Keep a close watch to my good, precise and long time friend Ara and of course not forgetting those gangsters.

 

YANGZIJIANG SHIPBUILDING 
 

Analyst price targets overview
As of early September 2025, the highest known price target for Yangzijiang Shipbuilding is S$4.10, according to analysts cited by Fintel and ValueInvesting IO. 

Recent Price Target and Intrinsic Value Estimates (as of August/September 2025):

1. S$6.50:  Intrinsic value estimated by  Alpha Spread using a Discounted Cash Flow model with a " Base Case" scenario
2. S$4.39:  Intrinsic value estimated by ValueInvesting IO also using a DCF model, with a range of S$3.77 to S$5.39.
3. S$4.10:  The highest price target listed by Fintel and Value Investing IO, with a consensus average of S$3.35.
4. S$4.00:  Recently set by Goldman Sachs in a Buy rating initiated in early September 2025. TipRanks also reports this as the highest forecast.
5. S$3.99: Reported by Yahoo Finance and AlphaSpread as the high-end of the 1-year forecast.
6. S$3.91:  The consensus share price target as of September 8, 2025, according to Beansprout. 
7. S$3.90:  Raised by CGSI in on 7 August 2025, based on a strong order book and revised earnings expectations. 
8. S$3.80:  Targeted by DBS Research,  which expects re-rating catalysts from more sizeable contract wins as well as continuous margin expansion and earnings growth.
9. S$3.78:  Fair value projected by  Simply Wall St using a Free Cash Flow to Equity (FCFE) model
10. S$3.73:  The average 12-month price target listed on TipRanks, with a high of S$4.00 and a low of S$3.36. 
11. S$3.60:  UOB Kay Hian reiterates buy, expects container market to remain resilient .

Factors influencing YZJSH price targets

• Strong Order Book: A robust order book extending through 2028 provides significant earnings visibility.
• Financial Performance:  Positive first-half 2025 results, which saw profit exceed expectations and lower steel prices improve margins, have contributed to analysts' bullish outlooks. 
• Market Valuation:  Some analysts adjusted their valuation to 10 times FY2026 P/E from a previous seven times, reflecting higher peer valuations. 
• Shipbuilding Industry Upcycle:  YZJSH is expected to benefit from the strong global shipbuilding cycle and favourable industry trends.
• Capacity Expansion: Planned yard expansions could drive future revenue growth.
• Expansion into Green Shipbuilding:  YZJSH focus on building eco-friendly ships, such as LNG carriers, is seen as a positive development.
• Attractive Valuation and Shareholder Returns:  YZJSH has an attractive valuation and is strategically prioritizing shareholder returns. 
• Strategic Joint Ventures:  YZJSH' s profits have been bolstered by strong contributions from joint ventures like Yangzi-Mitsui Shipbuilding and Tsuneishi Zhoushan. 

 

Hello old friend, nice to hear from you u...... I know u r deep in Keppel & Seatrium, so I m happy for u......there will be great things going for these two......I' ll talk about when the time is right.......trust me, it will be phenomenal.......some bros here have faith in what I hinted, and I will not let them down....... I already promised , that if these stocks do not hit what I said in time to come, I' ll leave this place forever....... that' s how confident I am.......

About the gangsters thingy .......its not the same as what u think... as i explained some long time ago, i used to talk about the real existence of " syndicates" (who are capable of. " manipulating" certain stocks) , and which i refer as " gangs" . and so the syndicate players I referred to as " gangsters" ........and from then on, been using that to refer to the people in some " gangs" that I know, and from where I gotta my " coffee shop" stories ....,. which I used to relate them here in a light hearted way...... of course, there will be haters who would mock me, but it doesn' t bother me......

Btw, I not been very active in this forum nowadays, mainly because, it takes so long , like hours, for my post to go through .... I wondering if everyone got the same problem as me........the other is , I been very active and busy, accumulating certain stocks, buying on the dips, and doing good trades on some reliable tips.......market is on a very hot run, very best time o play........as I said, if you are busy playing the market, where got time to post?......anyway, I will keep posting whenever I can on some of my tokkong stocks.......as promised, I' ll start on the Keppel and Seatrium when the time is right........Keppel will have some earth shattering news, if they r really true, before year end (I hope it' s true too! and all believers can Huat !)........cheers for now........

newbie19      ( Date: 09-Sep-2025 09:32) Posted: Ara, i agree with you in regards to Ah Yang and the other 3 tokong SEAS stocks that it will be soon flourish and prosper soon or very soon. Why? Because i also heard from different areas of gangsters also has a different set of target price.. I like travelling to differnt places and get in touch with these gangsters and all are my friends too. To be specific ma.... A) 18 Lor Han- Chinatown, Bukit Meral, Queenstown. B) 24 - Toa Payoh, Geylang C) 108- Jalan Besar, Whampoa D) 369- Ang Mo Kio, Toa Payoh, Hougang,Jurong E) 22- Bukit Ho Swee,Tiong Bahru F} Lor Kuan - Toa Payoh, Whampoa My conclusion is all the above gangsters also gave me " Ah Yang and the 3 tokong SEAS stocks" very positive  outlook soon, some can be as  early as in October 25. Please Keep a close watch to my good, precise and long time friend Ara and of course not forgetting those gangsters.   aragosta      ( Date: 08-Sep-2025 22:43) Posted: let me talk more on Ah Yang..... Investors of the other three tokkong SEAS stocks, be patient..... let me concentrate on Ah Yang first as it is on ascendancy at the moment  because of the news they are in, and is the flavour of the moment with real players, not the roadside types...... although it is running nicely, I believe, I heard, the real cheong will come in November..... so, keep a date with the gangsters during that time, provided there' s no major wars ....... meanwhile .....and no I did not write this, juz copy n paste YANGZIJIANG SHIPBUILDING  In case, you are blurred like sotong...... and sold too early........ THE world, apparently is in the midst of a strong shipbuilding boom cycle, characterized by high demand, surging newbuild prices, and full order books for shipyards. Analysts from sources like Clarksons and Goldman Sachs describe it as the strongest market since the "   SUPERCYCLE"   of 2007&ndash 2008. This upswing is projected to continue through at least 2030, driven by a combination of factors...... ​ https://insights.clarksons.net/2024-shipping-market-review/#:~:text=The%20world%20fleet%20grew%20by,feature%20article%20is%20Stephen%20Gordon.   Key drivers of the current shipbuilding boom 1.  Green transition and environmental regulations:  Stricter emissions rules, particularly from the International Maritime Organization (IMO) and the EU, are forcing shipowners to replace aging, high-emission vessels. This is driving demand for new, eco-friendly ships powered by alternative fuels like LNG, methanol, and ammonia. (Hehe, this where YZJSH features in strongly) ..... 2.  Fleet renewal:  A significant number of vessels built during the last boom (2009&ndash 2012) are now approaching the 20-year mark and will need to be replaced. This natural aging cycle is a major source of replacement demand across tanker, bulk carrier, and gas carrier segments. 3.  Capacity constraints: After the last shipbuilding bust, the industry consolidated, and global shipyard capacity fell significantly. The total number of active yards dropped by two-thirds from 2010 to 2020. With limited available slots, prices have soared, and shipyards have long order backlogs, some stretching to 2028 and beyond. 4.  Strong global trade:  Persistent, strong demand for shipping services, especially for containers and raw materials, is underpinning the current cycle. Geopolitical conflicts, such as rerouting around the Red Sea, have boosted demand for new vessels by increasing sailing distances and consuming more capacity.  https://mfame.guru/global-shipbuilding-industry-set-for-1-2-trillion-upturn-through-2032/#:~:text=Goldman%20Sachs%20anticipates%20that%20new,remain%20modest%20at%20around%202%25.   Defining characteristics of this cycle 1. High and rising prices:  The Clarkson Newbuilding Price Index reached its highest level since 2008 in mid-2024, reflecting a tight supply-demand relationship. Goldman Sachs expects newbuild prices to remain elevated for several years. 2.  Regional expansion, led by China:  Asia continues to dominate global shipbuilding, with China alone controlling a majority of the world' s new orders. Chinese shipyards are actively expanding capacity through investments in new facilities and reopening old ones to meet demand. South Korea remains a key player, especially for high-value vessels like LNG carriers.  https://www.imarinenews.com/21120.html#:~:text=According%20to%20the%20China%20Association,(about%20RMB%20317.45%20billion). 3.  Shift to green vessels:  Nearly half of the new tonnage ordered in 2024 was for alternatively-fueled vessels, marking a clear industry-wide shift toward decarbonization. 4.  Optimistic outlook:  Analysts predict the upswing will last for a decade, with billions of dollars in new orders driven by the pressing needs of fleet renewal and decarbonization. While some market volatility is expected, the underlying drivers are strong.

 

Ara, i agree with you in regards to Ah Yang and the other 3 tokong SEAS stocks that it will be soon flourish and prosper soon or very soon. Why?
Because i also heard from different areas of gangsters also has a different set of target price..
I like travelling to differnt places and get in touch with these gangsters and all are my friends too. To be specific ma....
A) 18 Lor Han- Chinatown, Bukit Meral, Queenstown.
B) 24 - Toa Payoh, Geylang
C) 108- Jalan Besar, Whampoa
D) 369- Ang Mo Kio, Toa Payoh, Hougang,Jurong
E) 22- Bukit Ho Swee,Tiong Bahru
F} Lor Kuan - Toa Payoh, Whampoa
My conclusion is all the above gangsters also gave me " Ah Yang and the 3 tokong SEAS stocks" very positive  outlook soon, some can be as 
early as in October 25.
Please Keep a close watch to my good, precise and long time friend Ara and of course not forgetting those gangsters.

aragosta      ( Date: 08-Sep-2025 22:43) Posted: let me talk more on Ah Yang..... Investors of the other three tokkong SEAS stocks, be patient..... let me concentrate on Ah Yang first as it is on ascendancy at the moment  because of the news they are in, and is the flavour of the moment with real players, not the roadside types...... although it is running nicely, I believe, I heard, the real cheong will come in November..... so, keep a date with the gangsters during that time, provided there' s no major wars ....... meanwhile .....and no I did not write this, juz copy n paste YANGZIJIANG SHIPBUILDING  In case, you are blurred like sotong...... and sold too early........ THE world, apparently is in the midst of a strong shipbuilding boom cycle, characterized by high demand, surging newbuild prices, and full order books for shipyards. Analysts from sources like Clarksons and Goldman Sachs describe it as the strongest market since the "   SUPERCYCLE"   of 2007&ndash 2008. This upswing is projected to continue through at least 2030, driven by a combination of factors...... ​ https://insights.clarksons.net/2024-shipping-market-review/#:~:text=The%20world%20fleet%20grew%20by,feature%20article%20is%20Stephen%20Gordon.   Key drivers of the current shipbuilding boom 1.  Green transition and environmental regulations:  Stricter emissions rules, particularly from the International Maritime Organization (IMO) and the EU, are forcing shipowners to replace aging, high-emission vessels. This is driving demand for new, eco-friendly ships powered by alternative fuels like LNG, methanol, and ammonia. (Hehe, this where YZJSH features in strongly) ..... 2.  Fleet renewal:  A significant number of vessels built during the last boom (2009&ndash 2012) are now approaching the 20-year mark and will need to be replaced. This natural aging cycle is a major source of replacement demand across tanker, bulk carrier, and gas carrier segments. 3.  Capacity constraints: After the last shipbuilding bust, the industry consolidated, and global shipyard capacity fell significantly. The total number of active yards dropped by two-thirds from 2010 to 2020. With limited available slots, prices have soared, and shipyards have long order backlogs, some stretching to 2028 and beyond. 4.  Strong global trade:  Persistent, strong demand for shipping services, especially for containers and raw materials, is underpinning the current cycle. Geopolitical conflicts, such as rerouting around the Red Sea, have boosted demand for new vessels by increasing sailing distances and consuming more capacity.  https://mfame.guru/global-shipbuilding-industry-set-for-1-2-trillion-upturn-through-2032/#:~:text=Goldman%20Sachs%20anticipates%20that%20new,remain%20modest%20at%20around%202%25.   Defining characteristics of this cycle 1. High and rising prices:  The Clarkson Newbuilding Price Index reached its highest level since 2008 in mid-2024, reflecting a tight supply-demand relationship. Goldman Sachs expects newbuild prices to remain elevated for several years. 2.  Regional expansion, led by China:  Asia continues to dominate global shipbuilding, with China alone controlling a majority of the world' s new orders. Chinese shipyards are actively expanding capacity through investments in new facilities and reopening old ones to meet demand. South Korea remains a key player, especially for high-value vessels like LNG carriers.  https://www.imarinenews.com/21120.html#:~:text=According%20to%20the%20China%20Association,(about%20RMB%20317.45%20billion). 3.  Shift to green vessels:  Nearly half of the new tonnage ordered in 2024 was for alternatively-fueled vessels, marking a clear industry-wide shift toward decarbonization. 4.  Optimistic outlook:  Analysts predict the upswing will last for a decade, with billions of dollars in new orders driven by the pressing needs of fleet renewal and decarbonization. While some market volatility is expected, the underlying drivers are strong.

 

As China' s largest private shipbuilder and a bellwether for the industry, Yangzijiang Shipbuilding is widely seen as benefiting from the strong global shipbuilding cycle. 
The company has a record-high order book stretching through 2029 and is achieving higher profits and margins. 

Evidence of strong performance

1. Robust order book: YZJ' s backlog stood at a record US$23.2 billion as of August 2025, providing strong revenue visibility through 2029 and beyond. This was built from a record US$14.6 billion in new orders secured in 2024.
2. Higher margins and profits: For the first half of 2025, YZJ reported a 36.7% year-on-year increase in net profit, reaching RMB 4.2 billion. This profit growth occurred despite a slight drop in revenue, and was driven by a significant expansion in shipbuilding gross margins, which reached 35% during the period.
3. Favorable cost environment: The company has benefited from lower steel costs since mid-2021, while delivering ships based on higher-priced contracts signed since 2021.
4. Expansion into green shipbuilding: YZJ is capturing higher-value, higher-margin contracts for eco-friendly vessels. In the first half of 2025, 74% of its order book comprised clean energy vessels, including LNG and methanol dual-fuel ships.
5. Strategic joint ventures: The company' s profits have been bolstered by strong contributions from joint ventures like Yangzi-Mitsui Shipbuilding and Tsuneishi Zhoushan. 

Impact of the shipbuilding cycle
​ The global shipbuilding cycle is undergoing a transformation driven by several factors:

1. Strong order flow: After a decade of declining output, shipyard deliveries are rising, propelled by strong orders for new vessels.
2. Regulatory demand for greener vessels: Strict environmental regulations, particularly from the International Maritime Organization (IMO), are pushing shipping companies to renew their fleets with cleaner, more fuel-efficient vessels.
3. Capacity constraints: The total number of active shipyards has decreased significantly since 2010, resulting in longer lead times and higher prices for new ships. Delivery slots at major shipyards are now booked for years in advance. 

 

let me talk more on Ah Yang.....
Investors of the other three tokkong SEAS stocks, be patient..... let me concentrate on Ah Yang first as it is on ascendancy at the moment  because of the news they are in, and is the flavour of the moment with real players, not the roadside types...... although it is running nicely, I believe, I heard, the real cheong will come in November..... so, keep a date with the gangsters during that time, provided there' s no major wars ....... meanwhile .....and no I did not write this, juz copy n paste

YANGZIJIANG SHIPBUILDING 

In case, you are blurred like sotong...... and sold too early........ 1. High and rising prices:  The Clarkson Newbuilding Price Index reached its highest level since 2008 in mid-2024, reflecting a tight supply-demand relationship. Goldman Sachs expects newbuild prices to remain elevated for several years.
2.  Regional expansion, led by China:  Asia continues to dominate global shipbuilding, with China alone controlling a majority of the world' s new orders. Chinese shipyards are actively expanding capacity through investments in new facilities and reopening old ones to meet demand. South Korea remains a key player, especially for high-value vessels like LNG carriers.  https://www.imarinenews.com/21120.html#:~:text=According%20to%20the%20China%20Association,(about%20RMB%20317.45%20billion).
3.  Shift to green vessels:  Nearly half of the new tonnage ordered in 2024 was for alternatively-fueled vessels, marking a clear industry-wide shift toward decarbonization.
4.  Optimistic outlook:  Analysts predict the upswing will last for a decade, with billions of dollars in new orders driven by the pressing needs of fleet renewal and decarbonization. While some market volatility is expected, the underlying drivers are strong. 

 

" drop like hell" your bloody head ah! 
Please la! Do u really know any thing about these tokkong stocks or not? Or do u really know anything about stocks at all?....... the Friday (29/8) before you replied to my post, Keppel broke its all time high since 2007 ah! ....and since I restarted talking about the three tokkong stocks. SEAtrium was trading only around $2.05 ah...... now it is trading resiliently for blong long time at around $2.30 t0 $2.40, during the se periods of market uncertainty..... u called this " drop like hell" ?.....   just because u bought high by FOMOing, and unable to make some pocket money, doesn' t mean the stocks are dead or " drop like hell" ......

remember, YZJSH, few years ago ?... the price want down to $0.70 plus when one SSH sold a portion of its shareholding and you were kpkb all over the place, and I had to screw u for being so shortsighted and kaisi...  WHAT HAPPENED TO YZJSH NOW??!!??!.. trading and playing stock market is about holding power.... scared to lose money, dont play stock, play stock dont kpkb over a few dollars loss..... or like the gangsters used to say " Dare to buy from black market tips dare to lose a bit......."

one last thing, I tolong you, please dont come to the gangsters coffee shops to look for tips any more ......better go and play marbles, much safer for kpkb loser like you.

ysh2006      ( Date: 31-Aug-2025 12:25) Posted: As of now the three company drop like hell especially the marine and industry company good result gave more dividents also drop no eye see lah...

 

YANGZIJIANG SHIPBUILDING 

The Gods of Investing or The Gods of Gambling (which ever way you want to see them) must be crazy..... All coming out with glowing reports and positive analysis in Ah Yang.......with very rosy target......well, the black market gangsters are not are all surprised, especially all along they been targeting it as a No $5 No Sell Stock....... go check their unbelievable posts, no bluff ones......but as always please dyoddd, they are not in the business to let you profit from their belief or bluff (which ever way you see it).......

6 September 
The average price target for YZJSH is S$3.73 with a high forecast of S$4.00 and a low forecast of S$3.36, representing a 20.44% change from the last price of S$3.10 (5/9/25)
https://www.tipranks.com/stocks/sg:bs6/forecast

The intrinsic value of YZJSH under the base case scenario is S$6.50. Compared to the current market price of S$3.10, YZJSH is undervalued by 52%.
https://www.alphaspread.com/security/sgx/bs6/summary

According to FSMOne' s valuation metrics such as (P/E), (P/B), and (P/S) ratios, which are 8.748, 2.439, and 2.573, respectively, as of 5/9/25, YZJSH is undervalued.
https://secure.fundsupermart.com/fsmone/stocks/factsheet/2092/YZJ-Shipbldg-SGD

As of 5/9/25, the Intrinsic Value of YZJSH is S$4.39, based on the DCF model. Based on its current price of S$3.10 (5/9/25), YZJSH is undervalued by 41.8%.
https://valueinvesting.io/BS6.SI/valuation/intrinsic-value

Promising Outlook for YZJSH: Buy Rating Backed by Strong Order Book and Attractive Valuation
https://www.tipranks.com/news/ratings/promising-outlook-for-yangzijiang-shipbuilding-buy-rating-backed-by-strong-order-book-and-attractive-valuations-ratings?mod=mw_quote_news

UOB Kay Hian: Contain Yourself - Netting Buoyant Orders. Reiterates Buy with S$3.60 Target Price.
https://sginvestors.io/analysts/research/2025/09/yangzijiang-shipbuilding-uob-kay-hian-research-2025-09-04

YZJSH share price target is S$3.919, according to consensus estimates as of 6/9/25. Based on YZJSH current share price of S$3.10, this represents an upside potential of 26.4%
https://growbeansprout.com/quote/BS6.SI

Based on our forecasts, a long-term increase is expected, YZJSH stock price prognosis for 30/8/2030 is S$5.20.
https://walletinvestor.com/sgx-stock-forecast/bs6-stock-prediction

4 September 
YZJSH among Top 3 Best Performing Singapore Blue-Chip Stocks in August
https://sg.finance.yahoo.com/news/top-3-best-performing-singapore-093000305.html

3 September
Japanese Lepta Shipping linked to LPG carrier newbuildings at YZJSH yard
with a total of 10 midsize gas carriers on order 
https://www.tradewindsnews.com/gas/lepta-shipping-linked-to-lpg-carrier-newbuildings-at-chinese-yard/2-1-1865505
https://www.asiasis.com/news/news_en_view.php?idx_no=83032& ckattempt=1

The considerable ownership by individual investors in YZJSH indicates that they collectively have a greater say in management and business strategy.
https://sg.finance.yahoo.com/news/yangzijiang-shipbuilding-holdings-ltd-sgx-231001568.html

2 September 
What Does The Institutional Ownership (25% of YZJSH) Tell Us About the Company?
https://simplywall.st/stocks/sg/capital-goods/sgx-bs6/yangzijiang-shipbuilding-holdings-shares/information

Interasia Signs Newbuilding Contract for 6+2 2,900 TEU Container Vessel
https://www.interasia.cc/News/Detail?id=3069
https://www.worldports.org/yangzijiang-shipbuilding-secures-up-to-8-container-ships-order-from-interasia-lines/

Yangzijiang Shipbuilding: Secures 22 New Orders, Strong Growth in 2025
https://www.xindemarinenews.com/m/view.php?aid=61157

1 September 
Goldman Sachs initiates coverage on Yangzijiang Shipbuilding stock with Buy rating and a target price of S$4.00
https://www.investing.com/news/analyst-ratings/goldman-sachs-initiates-coverage-on-yangzijiang-shipbuilding-stock-with-buy-rating-93CH-4217917

Yangzijiang Shipbuilding: Outlook improving and are attracting renewed attention, within the current containership industry upcycle.
https://www.asktraders.com/analysis/yangzijiang-shipbuilding-stock-gains-traction-amidst-attractive-valuation-despite-headwinds/

Where is the new Yangzi ship building?
https://www.new-ships.com/app/shipyards/5312-jiangsu-new-yangzi-shipbuilding-co#:~:text=Located%20in%20the%20Jiangyin%2DJingjiang,tonnage%20of%203%20million%20tons.

Yangzijiang Shipbuilding Secures 22 New Vessels Worth $920M, Bringing 2025 New Orders to 36 Vessels Totaling $1.46B
https://www.imarinenews.com/26704.html

DBS Research on Yangzijiang Shipbuilding: Expect re-rating catalysts from more sizeable contract wins as well as continuous margin expansion and earnings growth. Reiterate BUY and TP S$3.80
https://www.dbs.com.sg/private-banking/aics/investment-strategy/templatedata/article/generic/data/en/GR/092025/250901_dbs_stock_pulse.xml
https://www.dbs.com.sg/treasures/aics/templatedata/article/recentdevelopment/data/en/DBSV/082025/YZJSGD_SP_08072025.xml?futusource=nnq_comment_stock-new

Yangzijiang Shipbuilding receives Investment Bank Analyst Rating Update
https://www.investing.com/news/pro/goldman-sachs-initiates-coverage-of-yangzijiang-shipbuilding-at-buy-with-a-price-target-of-s4000-4217855

28 August
Order book depth keeps Yangzijiang Shipbuilding afloat. Eco-friendly vessels account for nearly three-quarters of the value of its current US$23.2 billion order book
https://www.theedgesingapore.com/news/corporate-moves/order-book-depth-keeps-yangzijiang-shipbuilding-afloat

Tsuneishi' s China Shipyard Launches Next-Gen Methanol Containership (Tsuneishi' s Zhoushan shipyard is now related to Yangzijiang Shipbuilding through a joint venture).
https://maritime-executive.com/article/tsuneishi-s-china-shipyard-launches-next-gen-methanol-containership

26  August. 
Euroseas Orders Two Additional 4,300 TEU Eco-Containerships from Yangzijiang Shipbuilding
https://www.imarinenews.com/26483.html#:~:text=The%20first%20two%20ships%20will,(approximately%20RMB%201.7%20billion).

22 August
A New Trend in Shipping: The Rise of Wind Deflectors on Newbuilds. YZJSH has built multiple new vessels featuring this technology for clients like MSC
https://www.xindemarinenews.com/en/market/2025/0822/61048.html

Evalend Takes Delivery of Products Tanker from Yangzijiang in China
https://www.marinetraffic.com/pt/maritime-news/16/general/2025/12319/evalend-takes-delivery-of-products-tanker-from-yangzijiang-i#:~:text=Maritime%20News& text=On%2020th%20August%2C%20the%20&ldquo Mugello,delivered%20to%20the%20shipowner%20Evalend.& text=The%20vessel%20is%20a%20Liberian,three%20different%20types%20of%20chemicals.

KGI Research: Yangzijiang Shipbuilding: Weathering choppy waters.
https://www.kgieworld.sg/research/kgi-daily-trading-ideas-22-aug-2025/

13 August
More orders for large boxship in pipeline as carriers invite bids from yards
https://www.lloydslist.com/LL1154511/More-orders-for-large-boxship-in-pipeline-as-carriers-invite-bids-from-yards

12 August
Yangzijiang, Austal, Hyundai and Fincantieri Post Strong August Shipbuilding Gains
https://www.shipuniverse.com/news/yangzijiang-austal-hyundai-and-fincantieri-post-strong-august-shipbuilding-gains/

8 August
Yangzijiang Shipbuilding: As US Policy Fears Fade, Order Pipeline Turns Robust, Prompting Stock Recovery 
https://www.nextinsight.net/story-archive-mainmenu-60/948-2025/16285-yangzijiang-shipbuilding-as-us-policy-fears-fade-order-pipeline-turns-robust-prompting-stock-recovery
https://rfs.cgsi.com/api/download?file=a5a67137-56c6-46c0-a7b7-8af746370690

5 August
What is the long term outlook for Yangzijiang Shipbuilding
https://www.moomoo.com/news/post/56436211/from-order-slump-to-green-expansion-will-yangzijiang-shipbuilding-s?level=1& data_ticket=1757221115472477

 

" Here' s the moral of the story, if you in need of money, if there' s any stock to sell, never throw away SEatrium...."    

aragosta      ( Date: 28-Aug-2025 16:30) Posted: Seriously, take this as a non event...... I don' t even bothered to discuss about it..... ' if any, Seatrium will come out stronger of the two.../// in time to come, it will become the flavour stock of the market ....   and will remain that for months....!  remember, the black market does not have a sell button on this stock,   any  dip is a buy opportunity, do not forget that...... the black market would never have enough ...... Here' s the moral of the story, if you in need of money, if there' s any stock to sell, never throw away SEatrium.... meanwhile, as I hinted many places, there will be a mega development for KEPPEL, if not sooner, definitely before year end....... ' If on, it should put it on a launching pad to attack the elusive ten..... unbelievable as it is , that why dyoddd

 

Seatrium Ltd Technical Analysis: Bullish Momentum Signals Upside Potential for Investors

https://www.minichart.com.sg/2025/09/01/seatrium-ltd-technical-analysis-bullish-outlook-and-price-targets-for-september-2025/

 

Seatrium Ltd (STM SP) Stock Analysis: Robust Orderbook, Energy Transition Growth & Arbitration Update - UOB Kay Hian Report August 2025 1

https://www.minichart.com.sg/2025/08/28/seatrium-ltd-stm-sp-stock-analysis-robust-orderbook-energy-transition-growth-arbitration-update-uob-kay-hian-report-august-2025-1/

 

Impulsive upwave on the cards?

 

Seatrium (STM SP) Stock Analysis: Strong Orderbook Growth, Arbitration Update & 2025 Forecasts - Buy Recommendation Maintained

https://www.minichart.com.sg/2025/08/28/seatrium-stm-sp-stock-analysis-strong-orderbook-growth-arbitration-update-2025-forecasts-buy-recommendation-maintained/

 

Strong turnaround signals

https://www.investing.com/equities/sembcorp-marine-technical

 

As of now the three company drop like hell especially the marine and industry company good result gave more dividents also drop no eye see lah...

 

Have u wonder what hit u when my three tokkong SEAS.... Keppel, SEAtrium, and Sembcorp Industrirs were on a positive mood last Friday....... well, in case u still 
wondering, I recommend u read the following black market masterpiece..... I actually want to break it up separately into the three companies, and post each of them, with more to come.....but I juz don' t hv the time as I m going for a short holiday..... I will dissect it   later and post separately when I back... meaning there and more juice to come..... I suggest you make an effort to read this it u are long term serious investors, so that you can follow the gangster unbelievable coffee shop stories as I post them later, otherwise u catch no balls as the gangsters talk very funny when they drink toomuch......
One of the three will jump the gun and will likely more more aggressively, probably of a pending mega development....... as I said, will post more later, of there' s 
enough interest, in not I take it as ownself post ownself imagine....... as always dyoddd......in and case, s\according to my mafia' s chief bookkeeper, he saide three will will a couple of Analysts who will come out with similar positive reports, but as always them are behind us........maybe them will be checking what we wrote here...

=============

Temasek' s Restructuring: The Significant Catalyic Impact on Keppel, Seatrium and Sembcorp Industries

How Keppel, Seatrium and Sembcorp Industries could benefit greatly from Temasek' s restructuring having been identified as three of the Singaporean-based  Temasek' s Portfolio Companies (TPCs) in the new TSG entity.  Shareholders can be expected to benefit from their inclusion as Top-Tier Portfolio Company (TPC)s in Temasek' s restructuring because the new structure' s goal is to enhance value, improve returns, and maintain global competitiveness for such home-grown companies. By becoming Top Tier TPCs,  Keppel, Seatrium  and  Sembcorp Industries  will receive more active portfolio management from Temasek to ensure stable and sustainable long-term returns, which directly benefits its shareholders.  We expect the share price to improve significantly in time to come to reflect the stimulating effect and vast benefits that come with this association with the Temasek&rsquo s restructuring

==============================================

Temasek' s restructuring, announced on 28 August 2025, will sort its portfolio into three new entities starting April 1, 2026: 

1.    Temasek Singapore (TSG):  This entity will manage Singapore-based Temasek portfolio companies or TPCs. The goal is to enhance their value through active portfolio management and help them become globally competitive while maintaining their roots in Singapore.
2.  Temasek Global Investments (TGI):  This entity will handle international investments.
3.  Temasek Partnership Solutions (TPS):  This entity will focus on funds and asset management. 

Within the Temasek Singapore (TSG)' s new entity, Temasek aims to focus on key Singaporean businesses, amongst them, DBS Bank, CapitaLand, PSA, SingTel,  Keppel, Sembcorp industries  and  Seatrium, by facilitating more focused management, enhancing operational efficiency, and potentially unlocking new growth opportunities within their respective business sectors.  These TPCs will be actively managed under the new framework to enhance their global competitiveness, according to  The Straits Times.  https://www.straitstimes.com/business/companies-markets/temasek-is-restructuring-setting-up-three-bodies-to-manage-portfolio-segments

Keppel, Seatrium,  and  Sembcorp Industries  could profit immensely from this Temasek' s restructuring through increased focus on their specific business segments, better strategic alignment and resource allocation, access to greater capital for growth and innovation, enhanced collaboration with other TPCs, and the ability to leverage Temasek' s commitment to long-term value creation and strategic direction within the Singaporean market.

Benefits for Keppel
Keppel' s ongoing transformation aligns well with Temasek' s   new restructuring, particularly its emphasis on Singapore-based Temasek Portfolio Companies (TPCs). Both companies are separately re-organizing their businesses to adapt to a changing global landscape, and Keppel' s pivot to becoming an asset manager fits neatly into the investment bucket Temasek has established for its key domestic holdings. 

1. Improved Strategic Focus  and  Clearer Market Positioning:  With its recent successful divestment of offshore and marine business to Seatrium, Keppel has a cleaner, more streamlined structure and is now concentrating on infrastructure and private investment funds. Temasek' s new structure provides more direct support for this strategy, as the TSG entity will actively manage and enhance Keppel' s value and its new, asset-light identity in the market. 
2. Strategic Alignment and Support for Growth Engines:  Temasek is increasing its focus on investments related to global structural trends like sustainable living and digitalization. This aligns with Keppel' s growth strategy in green energy projects and infrastructure modernization, and connectivity platforms. potentially attracting more capital and strategic partnerships. Temasek' s more focused capital allocation can support Keppel' s expansion in these areas, including projects like green data centers and renewable energy.
3. Resilience and Stability:  The new TSG entity is designed to build a resilient and forward-looking portfolio that delivers stable and sustainable returns. This creates a more supportive environment for Keppel, which experienced a period of volatility following the failed partial offer from Temasek in 2020. 
4. Synergistic Opportunities:  A dedicated TSG entity could facilitate deeper collaboration with other Temasek TPCs, such as those in the energy or data center sectors, creating synergies in infrastructure development. 
5. Long-Term Capital Deployment:  Temasek' s commitment to being a long-term investor means Keppel can expect patient capital for its strategic initiatives, especially in large-scale infrastructure and property development projects. The new Temasek Partnership Solutions can also connect Keppel to broader funding opportunities through its network of private equity, private credit, and other financing partners. 
6. Active Management to Enhance Global Competitiveness: The TSG is tasked with actively managing and helping TPCs remain globally competitive, ensuring Keppel' s business model adapts to changing global dynamics, such as the disruption caused by artificial intelligence. Keppel can leverage Temasek' s global network and investments to explore more international exposure, particularly in high-growth regions and to expand its international footprint.
7. ESG focus:  Keppel' s strong focus on sustainability is well-regarded, and Temasek' s restructuring reinforces this trend across its portfolio. This provides Keppel with additional strategic support and motivation to meet its ESG targets.
8. Improved Competitiveness:  By consolidating assets and fostering partnerships, Temasek' s restructuring efforts can reduce costs and enhance the competitiveness of Keppel' s businesses, ultimately creating more value for its shareholders. 

Benefits for Seatrium
Seatrium, as a major home-grown company in Temasek' s portfolio, fits into the restructuring through its inclusion in the " Singaporean companies" segment, which focuses on active management to enhance global competitiveness and value. Seatrium can benefit from Temasek' s strategic restructuring by leveraging Temasek s resources, expertise, and global network to drive sustainable growth, innovate in the offshore and marine sector, attract further investment, and gain market credibility, all while aligning with Temasek' s   focus on long-term value creation and the global energy transition.  This will lead to a more streamlined and potentially profitable business model under Temasek' s focused portfolio management strategy. 

1. Enhanced Global Competitiveness and Global Expansion:  Seatrium can leverage Temasek' s extensive global network and integrated capabilities to expand its reach and to secure more complex, high-value projects in offshore renewables and new energy solutions, and offshore engineering field. Temasek' s support can help Seatrium tap into opportunities in the global offshore and marine sector, allowing it to pioneer new technologies and solutions.
2. Strategic Investment:  Temasek' s restructuring efforts can unlock new investment avenues and resources, potentially leading to further capital injections and strategic partnerships for Seatrium.
3. Enhanced Operational Efficiency:  A streamlined management structure under Temasek can lead to increased operational efficiency and cost optimization for these companies, allowing them to better navigate consolidation trends in the marine and offshore industry and improve their long-term competitiveness. 
4. Enhanced Strategic Partnership:  Temasek is an active and strategic partner for Seatrium, engaging with leadership on key moves, reviewing growth plans, and offering support in areas like geopolitics and the energy sector. The new, more focused structure is likely to deepen this support.
5. Focus on Sustainability:
   Temasek' s focus on fostering sustainable growth aligns with Seatrium' s own drive to develop and implement green solutions in the offshore and marine sector, positioning Seatrium as a key player in this transition.
6. Potential for Greater Scale and Specialisation:
   Temasek' s active portfolio management can help guide Seatrium' s growth, potentially through further strategic partnerships or mergers that leverage the combined entity' s expanded technical capabilities and intellectual property. 
7. Capitalizing on Sectoral Trends:  By assigning Seatrium to dedicated investment arms focused on specific sectors or themes, Temasek can better support their transformation into global players in offshore renewables and new energy solutions. 
8. Digitalization support:  Seatrium is digitalizing its operations with advanced technologies like 5G and AR/VR. As Temasek also emphasizes digitalization trends, this aligns its portfolio company with broader technological and investment goals. 
9. Enhanced Credibility:  Being part of Temasek' s portfolio provides Seatrium with increased credibility and a stronger market presence, attracting potential investors and partners.
10. Long-Term Value Creation:  As a Temasek portfolio company, Seatrium benefits from Temasek' s commitment to building long-term value, which can translate into strategic guidance, patient capital, and support for its longer-term objectives.
11. Talent Development:  Temasek' s focus on developing its portfolio companies could help Seatrium attract and retain top talent, further strengthening its capabilities in the offshore and marine sector.

Benefits for Sembcorp Industries
After a successful demerger from its marine business, Sembcorp Industries has already benefited from a restructuring that allows it to focus on its energy and urban solutions businesses.  As a significant energy player, Sembcorp can leverage this focused management of Temasek Singapore (TSG)' a new entity, to pursue new projects and secure stable recurring income, supporting its strategic reorganization.

1. Strategic Alignment with Sustainable Growth Emphasis:  The new TSG entity provides Sembcorp with a strategic alignment with Temasek that understands and supports its pivot towards renewable energy and sustainable living. As a significant component of Temasek' s restructured portfolio, Sembcorp stands to benefit from the clearer investment mandate and focused management of its operations and energy-focused projects. This can reinforce Sembcorp' s strategic emphasis on its core strategies, such as new power and gas projects and the expansion of its renewable energy infrastructure, which has already driven strong returns since the demerger.
2. Access to Capital for Sustainable Growth:  Temasek' s renewed focus on TPCs will likely translate to increased capital allocation towards sustainable energy and urban solution businesses, enabling Sembcorp to fund its expansion into growth areas like energy storage and AI-driven data centers.
3. Support for Future Growth and M& A:  The more streamlined structure provides better oversight and resources to support Sembcorp' s future strategic review and M& A strategies. This includes capital recycling and leveraging new opportunities in the energy transition market. 
4. Support for Long-Term Value Creation:  As a patient capital investor, Temasek is prepared to wait for the long-term returns from Sembcorp' s strategic transformation towards a more sustainable and profitable model, as seen with its past support during Sembcorp Marine' s demerger. 
5. Stable Recurring Income:  The restructuring can facilitate greater support for Sembcorp to secure recurring income from its stable gas offtake agreements, which is crucial for funding new projects and ensuring long-term stability.
6. Talent Development:  Temasek' s focus on developing its portfolio companies could help Seatrium attract and retain top talent, further strengthening its capabilities in the offshore and marine sector.

Overall Benefits for all TPCs
The restructuring promises a more agile and specialized investment approach that can unlock further value for all of Temasek' s Singapore-based portfolio companies.

1. Enhanced Management Focus:  The new Temasek' s   (TSG) dedicated entity for TPCs allows for more specialized attention and resources, ensuring these mature, long-term investments can adapt to market shifts and remain globally competitive.
2. Strategic Guidance and Capital:  The restructuring strengthens Temasek' s ability to provide strategic guidance, funding, and support to its TPCs in navigating global complexities and pursuing transformative growth opportunities.
3. Greater Clarity and Accountability:  Separating the portfolio segments improves clarity regarding Temasek' s investment strategy, which can reduce investor confusion and enhance accountability for performance.