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YZJ- LATEST UPDATES OF NEW TPs of ANALYSTS
$YZJ Shipbldg SGD (BS6.SG)$
CGSI (LIM SIEW KEE)-$4.95
DBS ( HO PEI HWA)-$4.55
UOBKH (ADRIAN LOH)-$4.60
NEXT RUN WILL HIT THE LAST HURDLE OF CGSI TP OF $4.95.
EVEN PRICE AT $5 THE DIV RATE OF $0.20 IS 4%.
EQUAL TO SPECIAL ACCOUNT RATE OF CPF.
Possible but $3.92 is a must.
vicloo ( Date: 07-Mar-2026 09:12) Posted:
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📊 Yangzijiang Shipbuilding Outlook for 2026
1️ Strong earnings momentum continues
The company just reported record profits in 2025, showing strong operating performance.
🚢 2️ Massive orderbook gives revenue visibility
One of YZJ biggest strengths is its backlog.
👉 This backlog is the main reason analysts remain bullish on YZJ
1️ Strong earnings momentum continues
The company just reported record profits in 2025, showing strong operating performance.
- Net profit: RMB 8.6B (+30% YoY)
- Revenue: RMB 28.5B (+7.4% YoY)
- Gross margin improved to 34.2%.
- Higher shipbuilding contract prices
- Lower raw material (steel) costs
- Efficient vessel delivery schedule.
🚢 2️ Massive orderbook gives revenue visibility
One of YZJ biggest strengths is its backlog.
- Orderbook: ~US$22.4B
- 245 vessels
- Deliveries scheduled 2026 2030.
- Production slots are already filled for several years
- Revenue visibility is very high.
👉 This backlog is the main reason analysts remain bullish on YZJ
xd likely hit under 3.8
Iceycoke ( Date: 04-Mar-2026 18:28) Posted:
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Yangzijiang promises quality earnings,
dividend growth and inexpensive valuation
In FY2025, the company delivered a total of 56 vessels on schedule, helping generate revenue of RMB28.5 billion ($5.3 billion), an increase of 7.4% y-o-y.
However, with a jump in overall gross margin of 5.5
A percentage points to 34.2%, and a record shipbuildi... margin of 35.1%, an increase of 7.3 percentage poir thanks to lower raw material costs and higher price:
If Yangzijiang increased its earnings by 30.2% y-o-y to RMB8.64 billion.
Profit-taking and bound for correction i guess.
Wait at lower price. Below $4
Q n withdraw buy at 4.25 then suddenly climbed back missed my opportunity to buy...
1. FY2025 Results Solid Earnings & Dividend Growth
▶ Strong financial performance
YZJ posted FY2025 net profit of RMB 8.6 billion, up ~30% y/y.
H2 profit grew ~24.6% on higher deliveries and better pricing.
Gross shipbuilding margins remained robust (~35%), indicating operational health.
▶ Dividend increase
Final dividend raised to S$0.20 per share (from S$0.12 prior), indicating earnings confidence. Dividend payout ratio around 50%, a level analysts see as sustainable for 2026 - 27 if order execution continues.
➡ ️ Conclusion: Results beat expectations, margins are healthy, and dividends have been notably increased & mdash positive fundamentals.
📈 2. Order Book & Earnings Visibility
▶ Strong backlog
Order book around US$22.4 billion with hundreds of vessels secured through to 2030.
▶ 2026 new order targets
Management set a US$4.5 billion order win target for FY2026, suggesting confidence in market demand.
▶ Analyst views
Order wins and sustained delivery schedules are seen as underpinning earnings visibility.
➡ Conclusion: A large order book and a solid target for fresh orders help support future earnings & mdash a key factor in valuation and long-term outlook.
📊 3. Valuation & Analyst Ratings
▶ Buy Ratings from Brokers
UOB Kay Hian maintains a BUY recommendation with a target price higher than current trading levels, citing strong margins and dividends. Other brokers (e.g., CGS International) also highlighted buoyant earnings and dividend yields with lifted target prices.
▶ Attractive valuation metrics
Forward PE ratios for 2026 estimated below peer averages in some analyses. Dividend yields seen as appealing (often cited ~4& ndash 5% range FY2026& ndash 27).
➡ Conclusion: Analysts generally rate YZJ as Buy/Add with upside potential from current prices if market and execution trends hold.
▶ Strong financial performance
YZJ posted FY2025 net profit of RMB 8.6 billion, up ~30% y/y.
H2 profit grew ~24.6% on higher deliveries and better pricing.
Gross shipbuilding margins remained robust (~35%), indicating operational health.
▶ Dividend increase
Final dividend raised to S$0.20 per share (from S$0.12 prior), indicating earnings confidence. Dividend payout ratio around 50%, a level analysts see as sustainable for 2026 - 27 if order execution continues.
➡ ️ Conclusion: Results beat expectations, margins are healthy, and dividends have been notably increased & mdash positive fundamentals.
📈 2. Order Book & Earnings Visibility
▶ Strong backlog
Order book around US$22.4 billion with hundreds of vessels secured through to 2030.
▶ 2026 new order targets
Management set a US$4.5 billion order win target for FY2026, suggesting confidence in market demand.
▶ Analyst views
Order wins and sustained delivery schedules are seen as underpinning earnings visibility.
➡ Conclusion: A large order book and a solid target for fresh orders help support future earnings & mdash a key factor in valuation and long-term outlook.
📊 3. Valuation & Analyst Ratings
▶ Buy Ratings from Brokers
UOB Kay Hian maintains a BUY recommendation with a target price higher than current trading levels, citing strong margins and dividends. Other brokers (e.g., CGS International) also highlighted buoyant earnings and dividend yields with lifted target prices.
▶ Attractive valuation metrics
Forward PE ratios for 2026 estimated below peer averages in some analyses. Dividend yields seen as appealing (often cited ~4& ndash 5% range FY2026& ndash 27).
➡ Conclusion: Analysts generally rate YZJ as Buy/Add with upside potential from current prices if market and execution trends hold.
Got sellers press down already! Nice!
one of the best performing stocks in terms of cap appreciation.
As long as the dividends can provide > 4% return for my investment, I will keep.
yesterday i tot this counter would have tanked big time becos of the outbreak of war
and little did i realise that it keeps surging past its ath at frightening speed
but since i have held it for so long, i decide to hold it for a while more and will tp once i realise any weakness,
the mkts will remain irrational longer than u can remain solvent ya. lol
and little did i realise that it keeps surging past its ath at frightening speed
but since i have held it for so long, i decide to hold it for a while more and will tp once i realise any weakness,
the mkts will remain irrational longer than u can remain solvent ya. lol
ATH 4.60! quite scary level already... today moved up I let go my balance lots treat it as dividend.
Panda8 ( Date: 03-Mar-2026 09:10) Posted:
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BB pushing to 4.56 ATH now
Strong performance in a very weak market. What happens if the market recovers? It should go straight up to $5?
There is not fix date yet. Need approval during the AGM on the dividend.
Tks Bro.
Heybie ( Date: 02-Mar-2026 14:02) Posted:
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Check out this website for all Singapore Stock Divident History...Pay date...Ex date...
https://www.dividends.sg/
Maxgrow68 ( Date: 02-Mar-2026 11:17) Posted:
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Oic, thanks
Hahaha!
Hahaha!
Panda8 ( Date: 02-Mar-2026 11:47) Posted:
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