Post Reply
21-40 of 482
Short rest in order to surge more!
pasttime ( Date: 30-Apr-2026 09:29) Posted:
|
i think shorts are selling all others stocks and buy the bigger index stocks to balance their book.
belivers in their stocks take opportunity to protect and collect cheap.
these scum just use their volume to fear the small retailers.
dyodd
belivers in their stocks take opportunity to protect and collect cheap.
these scum just use their volume to fear the small retailers.
dyodd
yzjm catch up with yzjs ? is it possible ?
not too long ago i bought yzjs at below a $. my regret was i exit too early being happy with a more then bagger.
same experience hand managing yzjm. now looks quite far away. but it also did not take
long for yzjs to grow past the $1 level then match on to past $2 then $3.
not too long ago i bought yzjs at below a $. my regret was i exit too early being happy with a more then bagger.
same experience hand managing yzjm. now looks quite far away. but it also did not take
long for yzjs to grow past the $1 level then match on to past $2 then $3.
I hope this will be my multibagger chosen for this year!
HVRRVH ( Date: 29-Apr-2026 18:18) Posted:
|
Never say never but for YZJM to match YZJS, it is an uphill task. YZJM is only 2.2b cap while YZJS is about 14b. YZJM' s eps is $0.047 whereas YZJS is $0.41 [TTM], its earning is more than half of YZJM' s market cap. However, DBS analyst highlighted that YZJM should have earning growth of 15-20% for the next few years. If CAGR 17.5% for 5 years, EPS will hit $0.105 in 5 years and assuming a PE of 12x, the share price will be $1.26. Hard lah to catch up with YZJS unless YZJM' s growth is phenomenon, for example EPS hit at least $0.10 by 2nd or 3rd year. No harm take a mental note and monitor.
pasttime ( Date: 28-Apr-2026 17:39) Posted:
|
Strong closed at 7- series as first step. Enter into 8- series soon. 8YZ !
DBS (YZJ Maritime Maritime alpha generator) Reiterate BUY TP SGD0.88 stock offers decent 3% dividend yield
- Secures 10 eco-compliant newbuilds across tankers and bulk carriers, deliveries through 2027&ndash 2029
- Expands fleet to 105 vessels, with 53 newbuildings under construction
- Funded via equity co-investment and debt, accelerating capital deployment and return enhancement
Good update by DBS. Among others, the key takeaway is that they ' see' the money liao! I quote: Potential earnings accretions of up to USD20-30mn pa, from charter income / divestment gains for 10 vessels. End quote. This is about 1 cents added to the EPS and we are talking just 10 vessels! Also worth noting is that the new vessels, LR2, is Long Range product tankers with flexibility of carrying refined products as well as crude oils. This is extremely difficult to achieve as a lot of prep work is needed to cleaen the vessel for carrying one type of product to another to avoid contamination. However, YZJM' s newbuild will be ready at the get go to carrying either type of products thus the flexibility thus the premium and demand it should command. Now let' s see whether the market see the value or not. DBS' s TP $0.88 should be withing range.
Sunraku ( Date: 29-Apr-2026 07:58) Posted:
|
DBS Maritime Alpha Generator (YZJ Maritime) Reiterate BUY TP SGD0.88 stock offers decent 3% dividend yield
- Secures 10 eco-compliant newbuilds across tankers and bulk carriers, deliveries through 2027&ndash 2029
- Expands fleet to 105 vessels, with 53 newbuildings under construction
- Funded via equity co-investment and debt, accelerating capital deployment and return enhancement
a reply from gemini
" To meet the 2050 net-zero targets set by the International Maritime Organization (IMO), it is estimated that the global shipping industry needs to replace or retrofit approximately 4,000 ships per year with green vessels running on alternative, fossil-free fuels. This represents an annual fleet replacement of roughly 4% between 2022 and 2050"
non compliance means pay penalty.
so this yzjm new build ships is just small number compared to 4k ships replacement per year.
yzjm share price is at L1 of a multistory building.
the limit is only the amount of cash and gearing that it can get. will it grow bigger then yzjs in time as their no need yards.
just find the unused capacities available.
" To meet the 2050 net-zero targets set by the International Maritime Organization (IMO), it is estimated that the global shipping industry needs to replace or retrofit approximately 4,000 ships per year with green vessels running on alternative, fossil-free fuels. This represents an annual fleet replacement of roughly 4% between 2022 and 2050"
non compliance means pay penalty.
so this yzjm new build ships is just small number compared to 4k ships replacement per year.
yzjm share price is at L1 of a multistory building.
the limit is only the amount of cash and gearing that it can get. will it grow bigger then yzjs in time as their no need yards.
just find the unused capacities available.
Let our patience reap the fruits in next financial result announcement!
HVRRVH ( Date: 28-Apr-2026 11:03) Posted:
|
Yangzijiang Maritime Expands Fleet Portfolio with 10 Additional Newbuilds to Strengthen Future Prospects
- 4 Product/Crude Tankers newbuilds (of approximately 114,000 DWT) with deliveries scheduled in 2028 and 2029.
- 4 Product Oil/Chemical Tankers newbuilds (of approximately 49,800 DWT) with deliveries scheduled in 2027 and 2028.
- 2 Bulk Carriers newbuilds (of approximately 40,000 DWT) with deliveries scheduled in 2028.
- These newbuilds will be funded through a combination of equity co-investment and debt financing.
- Following this addition, the Group&rsquo s total fleet will increase to 105 vessels, including 53 newbuildings currently under construction, further enhancing its fleet composition to improve earnings visibility and drive future growth.
Previous announcement shot up to $0.715 with 32m shares traded. This time round market got other stocks to play mainly all the semi conductors stocks so like non event except early morning' s eager beavers. Market still half hearted as YZJM' s model is totally new and I think it is the case of ' no see money no talk' for the majority investors. This is the nature of the market but it may be too late to get in when the price finally surge, just like CSE Global, Innotek, Boustead, AEM, ISDN, Nam Cheong, just to name a few. Personally I am ok to wait especially it is expected that they pay higher dividends after the maiden one this year. In time to come, this shipyardless shipyard is going to deliver 53 ships or even more maybe over the course of 2 to 3 years. Besides, selling ships is only 1 part of their businesses. So far, all the public announcements is related to ships newbuild. They still have chartering, leasing, fiancing, materials procurring etc etc. In gist, they are involves in every steps of the martime value chain. The values will manifest in due course.
Wait for result announcement. Patient is the key!
Sunraku ( Date: 27-Apr-2026 20:25) Posted:
|
Yangzijiang Maritime Expands Fleet Portfolio with 10 Additional Newbuilds to Strengthen Future Prospects
- 4 Product/Crude Tankers newbuilds (of approximately 114,000 DWT) with deliveries scheduled in 2028 and 2029.
- 4 Product Oil/Chemical Tankers newbuilds (of approximately 49,800 DWT) with deliveries scheduled in 2027 and 2028.
- 2 Bulk Carriers newbuilds (of approximately 40,000 DWT) with deliveries scheduled in 2028.
- These newbuilds will be funded through a combination of equity co-investment and debt financing.
- Following this addition, the Group&rsquo s total fleet will increase to 105 vessels, including 53 newbuildings currently under construction, further enhancing its fleet composition to improve earnings visibility and drive future growth.
YZJ Maritime_Press Release_VesselAcquisitions_final 0427.pdf
https://www.worldports.org/8-ships-nearly-7-billion-chinas-ship-king-enters-vlcc-market/
https://hao.cnyes.com/post/243089
http://www.shipping-daily.com/news/detail?id=6804
Old Ren said YZJM should worth at least $0.9 now. Perhaps he said it with the knowledge that what YZJM is capable of and going to do, which evidenced by the recent order of 8 VLCCs new build. Apparently, old Ren' s reputation and the orders have created quite an impact in the shipping community, as showed by the above links. These websites are focusing on shipping related businesses so if they are awed by the YZJM and old Ren' s move, it meant somethings. To those who are curious, YZJM' s order is not with YZJS, as YZJS is not known to be building VLCCs. In fact, for 319,000 DWT VLCCs, only about 3 shipyards in China are capable of buidling them. These ships are quite future proof too with the latest technogy and meeting green requirement. So, YZJM does not limit its order to YZJS which is a wise move. Essentially, it would allot capital to wherever it thinks there are money to be made. This transaction is a textbook example of the " capital cycle" strategy that makes YZJM a unique and potentially very profitable investment. It confirms they have the industry relationships, financial firepower, and strategic discipline to execute at the highest level of the shipping industry.
https://hao.cnyes.com/post/243089
http://www.shipping-daily.com/news/detail?id=6804
Old Ren said YZJM should worth at least $0.9 now. Perhaps he said it with the knowledge that what YZJM is capable of and going to do, which evidenced by the recent order of 8 VLCCs new build. Apparently, old Ren' s reputation and the orders have created quite an impact in the shipping community, as showed by the above links. These websites are focusing on shipping related businesses so if they are awed by the YZJM and old Ren' s move, it meant somethings. To those who are curious, YZJM' s order is not with YZJS, as YZJS is not known to be building VLCCs. In fact, for 319,000 DWT VLCCs, only about 3 shipyards in China are capable of buidling them. These ships are quite future proof too with the latest technogy and meeting green requirement. So, YZJM does not limit its order to YZJS which is a wise move. Essentially, it would allot capital to wherever it thinks there are money to be made. This transaction is a textbook example of the " capital cycle" strategy that makes YZJM a unique and potentially very profitable investment. It confirms they have the industry relationships, financial firepower, and strategic discipline to execute at the highest level of the shipping industry.
Is not a dream..Just a matter of time...lol....
pasttime ( Date: 18-Apr-2026 09:01) Posted:
|
trump mid may visit to china may results in china buy more us oil. reality since middle east after war may not immediately go back to oil volume soon.
if yzjm can reach 88cents it will likely be included into sti or other indexes as the market cap will
be big enough. with that likely progress to $1 and beyond.
my weekend thinking is beautiful dream only.
if yzjm can reach 88cents it will likely be included into sti or other indexes as the market cap will
be big enough. with that likely progress to $1 and beyond.
my weekend thinking is beautiful dream only.
Yangzijiang Maritime Accelerates Vessel Acquisition with 8 Newbuild VLCC Tankers and Vessel Monetisation with 4 Newbuild MR Tankers
The Group is investing in 8 Very Large Crude Carrier (&ldquo VLCC&rdquo ) newbuilds of approximately 319,000 DWT each to be constructed by a large Chinese shipyard with deliveries scheduled in 2028, 2029 and 2030, which will be funded through a combination of equity co-investment and debt financing.
- Each Vessel is built to the latest energy-efficiency standards, featuring a fuel-optimised hull form, an electronically-controlled main engine and energy-saving devices designed to achieve an Energy Efficiency Design Index (" EEDI" ) rating that meets or exceeds Phase 3 requirements under IMO regulations.
- Each Vessel will be equipped with an exhaust gas cleaning system (" scrubber&rdquo ), enabling compliance with the IMO 0.5% global sulphur cap while retaining the operational flexibility to burn high-sulphur fuel oil, supporting fuel cost optimisation across varying market conditions.
Separately, the Group signed contracts for the sale of 4 new medium-range tankers (49,800 DWT
- The vessel sale transactions are expected to contribute positively to the Group&rsquo s financial performance, subject to completion, delivery schedules and applicable accounting recognition, barring unforeseen circumstances.
- The sale transactions highlight the Group&rsquo s proven capabilities and track record to originate, build, monetise and recycle capital across the maritime value chain.
- The sale transactions also underscore the Group&rsquo s ability to generate healthy capital gains through disciplined vessel monetisation, unlocking value from its maritime assets amid supportive industry fundamentals, including fleet renewal demand and tightening vessel supply, which continue to present attractive opportunities for value realisation.
Together with a fleet of more than 90 vessels and newbuilding orders for as many as 50 vessels, the Group remains well-positioned to capture further value realisation opportunities.
See link for full media release:https://links.sgx.com/FileOpen/YZJ%20Maritime_Press%20Release_VesselSales_16APR%20Final.ashx?App=Announcement& FileID=884455
Ok let' s see whether it get address by the company or not. In fact, ROE below 10% seems low even if for overall. They should actively scale up deployment of its capital but with last night' s announcement, we can see that old Ren is not sitting idle. This has also somewhat address Q2 as the compay actively communicate with the investment community thru SGX announcement when there is material development on deployment of capital. Let' s see whether this is scalable and if it does, in no time the oompany will come to the market for rights issue and or placement. Imagine a shipyardless shipyard delivery an average of 10,20,30 ships annually! This is going to be massive! Let' s sit tight while the wider investment community slowly discover how YZJM is making money.
volvo125 ( Date: 16-Apr-2026 18:24) Posted:
|