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Look like Ship listing and sinking...
So market concern is:
- Q2 order momentum slowed sharply versus Q1.
- Investors expected stronger order inflow because YZJ target for full-year 2026 is US$4.5 billion.
- Current YTD achievement is only around 23% of annual target by mid-May.
- Orderbook still huge at US$22.3b.
- Shipyard slots largely filled until 2029/2030.
- Margins still strong due to older higher-priced contracts being delivered now.
- Green vessel demand still supportive.
This is not stunning and yet more to come.........
[SINGAPORE] Yangzijiang Shipbuilding : BS6 +0.51% has secured US$1.03 billion in new orders for the year to date, bringing its outstanding order book 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 to 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 container ships, four oil tankers and one bulk carrier. The group&rsquo s outstanding order book stands at 252 vessels, with clean-energy vessels making up 69 per cent of the total value.
Container ships remain the dominant vessel type in the order book, 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.
Yangzijiang Shipbuilding year to date order wins hit US$1.03 billion, outstanding order book reaches US$22.3 billion
The company has set a target of US$4.5 billion order wins for FY2026
So if don' t chiong means update is not stunning.
Waterrat ( Date: 19-May-2026 19:01) Posted:
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If tmr chiong high means stunning lor 😆
JurongW ( Date: 19-May-2026 18:42) Posted:
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Can share in detail which part of the update is stunning?
blesspeggy ( Date: 19-May-2026 18:04) Posted:
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YZJ- STUNNING 1Q BUSINESS UPDATES
$YZJ Shipbldg SGD (BS6.SG)$
BRAVO TO YZJ!!!
YZJ SHIP BUILDING COMPLETION ON 16/5 1ST OUT OF TEN 24,000TEU of CMA CGM
$YZJ Shipbldg SGD (BS6.SG)$
生 产 速 递 】 为 达 飞 轮 船 建 造 的 首 制 24000TEU LNG双 燃 料 集 装 箱 船 交 付
扬 子 江 船 业
2026年 5月 16日 09:55 1人
YTD Total ship completed:22
you could also consider some diversification if you do not want to have 1 stock to dominate the portfolio. use the dividends to pickup some other quality stocks instead of using funds from your savings. just a suggestion. I am using this strategy to ensure my portfolio does not become a single pony trick.
blesspeggy ( Date: 13-May-2026 14:57) Posted:
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Yes, already done so yesterday, top up another 50k share yesterday with my dividend paying on 14/5
blesspeggy ( Date: 13-May-2026 14:57) Posted:
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YZJ- PAY DIVIDENDS OF S$375M TO INVESTORS ON 14/5(THU)
$YZJ Shipbldg SGD (BS6.SG)$
Expect to reinvest into YZJ SHIPPING. Big buy up on the way.
Stay tuned. DYOD.
The next likely business update for Yangzijiang Shipbuilding Ltd
1H2026 / Q2 2026 results announcement around early August 2026,
With several financial sites currently estimating 5 ~ 6 Aug 2026.
1H2026 / Q2 2026 results announcement around early August 2026,
With several financial sites currently estimating 5 ~ 6 Aug 2026.
TZJ-1Q 2026 BUSINESS UPDATES DUE NEXT WEEK
$YZJ Shipbldg SGD (BS6.SG)$
Expect a good report and will trigger the buy up by fund houses.
Stay tuned. DYOD.
Strategic developments
Recent broker views remain mostly bullish:
- YZJ recently:
- expanded ties with shipping giant Seaspan through an investment,
- set up a Nantong subsidiary for vessel delivery and repair operations,
- continued expanding into LNG and cleaner-energy vessel markets.
Recent broker views remain mostly bullish:
- UOB Kay Hian target: around S$4.60 ~ 4.75
- DBS positive outlook with continued earnings growth expectations
Accumulate Yangzijiang 3.99 - 4.00
awesome friend. infact some more payouts and u will hv the shares for free. this is something that I did not undersatnd when I started. during covid I bought DBS and then sold. If I woudl have kept then by now DBS woudl have paid me almost in dividends my share price and the capital appreciate woudl have been 4x.
aFewGoodman ( Date: 08-May-2026 10:37) Posted:
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Based on my purchase price, the current dividends will give me more 15% return. I will only off-load if the current interest rate is higher than the dividends return
Ya, lucky I play safe came out 1 day before xd and now just wait for my entry price to buy in and hold for next year already😃
LoudShout ( Date: 08-May-2026 09:58) Posted:
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