Post Reply
21-40 of 32785
they will not do share buyback yet in my opinion. They already invested almost USD 1B in seaspan for long term returns and they want to maintain RMB 10B net cash on books. First they will go for the accounting gain for the investment made. That should act as catalyst. And they will invest into the near expansion plans to bear fruit. They want to expand capacity. 2 major expansions come online in next 12 months, so managment would be focussed on getting that done. thats my opinion though.
Co is net cash. Can use its cash balance to do share buyback.
YZJ- SHORTS QTY 11M AT $3.74
$YZJ Shipbldg SGD (BS6.SG)$
Keep buying until Aug'26 when 1F26 result releases.
DYOD.
TP: CITI 4.45, MAYBANK 4.15, CGS:4.95.
KEEP CALM AND BUY OR ADD IF YOU CAN. this one is for the keeps.
Kateks rule...
Fret not! Get ready for the next catapult!
Yangzijiang falls 5.3% to lowest price in over two months amid heavy trading
[SINGAPORE] Shares of Yangzijiang Shipbuilding : BS6 -4.31% fell on Wednesday (May 20), with the Chinese vessel maker among the top traded stocks on the Singapore Exchange.
The counter dropped as low as S$3.73 at 10.40 am, down by S$0.21 or 5.3 per cent, with 25.7 million shares changing hands.
This marks its lowest price in over two months. The last time it traded lower was on Feb 23.
By 10.46 am, it was still down 5.1 per cent or S$0.20 at S$3.74, with 25.9 million shares changing hands.
kateks working very hard to turn the table around this morning and make some profits........
blesspeggy ( Date: 20-May-2026 18:56) Posted:
|
S Chip, can do its share buyback if it believes that it is undervalued... esp it will be shorted, favourite short counter
blesspeggy ( Date: 21-May-2026 07:08) Posted:
|
YZJ- PERFECT STORM FORMED FOR 25M SHORTS SQUEEZE
$YZJ Shipbldg SGD (BS6.SG)$
US- IRAN is at the final stage of peace deal. DYOD
YZJ- TODAY SHORTIST LOSES $0.01 per Short
$YZJ Shipbldg SGD (BS6.SG)$
Today total shorts : 25M @$3.80. closed at $3.81. Total lost are $2.5M.
This is the perfect sell at good news.
DYOD
YZJ (BS6) 1Q2026 Business Update: Slower Order Growth vs. Structural Backlog Visibility
1. The Core Reality: High Visibility Over Hyper-Growth
The recent market hesitation following the 1Q2026 business update stems from a psychological shift. While year-to-date (YTD) order wins of US4.5 billion full-year target, this should not be interpreted as a structural drop-off in global demand.
Intraday pullbacks following major corporate announcements are frequently amplified by High-Frequency Trading (HFT) systems and algorithms rather than a breakdown in business fundamentals.
1. The Core Reality: High Visibility Over Hyper-Growth
The recent market hesitation following the 1Q2026 business update stems from a psychological shift. While year-to-date (YTD) order wins of US4.5 billion full-year target, this should not be interpreted as a structural drop-off in global demand.
- The Backlog Runway: The outstanding order book remains exceptional at US$22.3 billion across 252 vessels.
- Capacity Bottlenecks: Shipyard slots are maxed out until 2029/2030. Shipowners delaying commitments is primarily a reflection of delivery slots being pushed too far into the future, rather than a lack of interest in the group' s offerings.
- Pricing Power and Margins: Tight yard capacity grants management exceptional pricing power. Instead of aggressively chasing high volume, the operational focus remains on disciplined contract selection, which helps sustain strong profit margins.
- Clean-Energy Dominance: Clean-energy and green vessels now comprise 69% of the outstanding order book value. This positions the group directly at the forefront of global fleet renewal driven by environmental regulations.
- Capacity Solutions: Capital expenditure commitments, such as the RMB 3 billion Hongyuan yard project expanding site capacity by 17% by the end of 2026, directly target current physical bottlenecks to unlock future 2030 delivery slots.
- The Valuation Cushion: Trading at an undemanding price-to-earnings (P/E) ratio of approximately 8&ndash 9x paired with an attractive dividend yield, the stock maintains a highly resilient fundamental floor that continues to anchor long-term institutional capital.
Intraday pullbacks following major corporate announcements are frequently amplified by High-Frequency Trading (HFT) systems and algorithms rather than a breakdown in business fundamentals.
- The Morning Trap: Early session trading often witnesses algorithmic " stop-loss hunting." Automated systems utilize broader macro headlines or neutral presentation phrasing (such as " geopolitical caution" ) to drive quick price dips, flushing out near-term stop-loss clusters.
- The Midday Balance: Once early automated selling runs its course, the underlying cash flow stability and structural backlog often attract value buyers back into the framework during late afternoon trading.
- Support Zones: Strong institutional and structural support remains established around the S3.85 window.
- Overhead Resistance: Minor technical resistance continues to linger near the S4.15 level.
- Position Management: Selling into panic-driven morning drops generally proves sub-optimal. Utilizing tools like Heiken Ashi charts can filter out automated intraday noise. For anyone looking to trim or optimize positions, waiting for late afternoon " relief bounces" back toward the overhead resistance levels presents a cleaner execution window. DYODD. Gemini is AI and can make mistakes
Joelton ( Date: 20-May-2026 10:58) Posted:
|
Opportunity to buy more
dismal update for 1st quarter 2026...
S Chip, Ship is listing and sinking...
S Chip, Ship is listing and sinking...
initialc ( Date: 20-May-2026 11:25) Posted:
|
wah why the drop
Yangzijiang Shipbuilding YTD order wins hit US$1.03 billion, outstanding orderbook reaches US$22.3 billion
The company has set a target of US$4.5 billion order wins for FY2026
[SINGAPORE] Yangzijiang Shipbuilding has secured US$1.03 billion in new orders for the year to date, bringing its outstanding orderbook to US$22.3 billion, the group said in a first-quarter business update on Tuesday (May 19).
The order wins bring the shipbuilder closer towards its target of US$4.5 billion for the 2026 financial year, despite geopolitical tensions weighing on sentiment in the global shipbuilding market.
The newly secured contracts comprise 24 vessels, largely consisting of small to mid-sized ships. These include 19 containerships, four oil tankers, and one bulk carrier. The group&rsquo s outstanding orderbook stands at 252 vessels, with clean-energy vessels making up 69 per cent of the total value.
Containerships remain the dominant vessel type in the orderbook, accounting for 146 vessels valued at US$16.41 billion. This is followed by 26 liquefied petroleum gas and other gas carriers at US$2.36 billion, 38 oil tankers at US$1.91 billion and 42 bulk carriers at US$1.62 billion. The group has delivered 17 vessels so far this year, completing 29 per cent of its delivery target of 58 vessels for FY2026.
Executive chairman and chief executive Ren Letian said that the recent escalation in geopolitical tensions has caused some customers to turn cautious on fresh newbuild discussions, although contracts already in advanced negotiations have not been affected.
&ldquo Our production and vessel delivery schedule remains on track year to date,&rdquo Ren noted. &ldquo The group remains well-positioned to capture demand as market needs evolve. Our focus remains firmly on filling the remaining 2029 delivery slots and progressively opening up capacity for 2030.&rdquo
In March, the shipbuilder had announced that it would acquire a 10 per cent stake in Poseidon Corp, the parent of container ship owner and operator Seaspan Corporation, for US$825.7 million. Subject to requisite approvals, the proposed acquisition is expected to strengthen customer relationships and enhance visibility into long-term market demand, Ren pointed out in the business update.
For its shipping segment, the group&rsquo s fleet portfolio stood at 31 vessels. In the first quarter of 2026, the segment disposed of three bulk carriers and added one.
The company also provided an update on its capacity expansion plans. The construction of its Hongyuan yard project, which entails a total capital expenditure of three billion yuan (S$565 million) and will add about 866,671 square metres of yard space, is scheduled for completion by the end of 2026.
Meanwhile, the construction of its liquefied natural gas terminal business, with a total investment of about two billion yuan, is slated for completion by the first half of 2027.
Overall it is still more positive than negative for Yangzijiang Shipbuilding but the market is now shifting from a hyper-growth phase to a high visibility but slower order growth phase.
The key point is this:
The key point is this:
- A 4-year backlog means YZJ already has its yards largely filled until 2029 ~ 2030.
- Shipowners delaying commitments is partly because delivery slots are too far away, not because YZJ lacks demand.
- This gives YZJ strong revenue visibility and cash flow stability for several years. Its outstanding orderbook is around US$22.3b.
- factories stay busy,
- earnings visibility is high,
- banks and customers see lower risk,
- dividends are better supported.
- Actually, tight yard capacity can support margins because shipbuilders can stay selective and avoid accepting low-margin contracts. YZJ management has also indicated it is focusing on disciplined order selection instead of chasing volume.
Another positive:- Environmental regulations are forcing fleet renewal globally.
- Many older vessels will eventually need replacement.
- Global shipyard capacity remains tight.
pickup post lunch session.
Great chance to pick up more for retirement! 😜