Yangzijiang Shipbuilding

Broker's Calls

CGS International raises target price for Yangzijiang Shipbuilding from $3.20 to $3.62

Yangzijiang Shipbuilding can generate a "superior" ROE of 27% versus its peers in China which could only fetch 4%
DBS, ThaiBev, YZJ Shipbuilding and DFI help bring STI above 3,800 points, a 17-year high - THE EDGE SINGAPORE

Singapore economy

DBS, ThaiBev, YZJ Shipbuilding and DFI help bring STI above 3,800 points, a 17-year high

STI’s all-time high of 3906.16 was marked in October 2007.
Yangzijiang's latest US$2.63 bil order win is 'Christmas comes early': DBS - THE EDGE SINGAPORE

Broker's Calls

Yangzijiang's latest US$2.63 bil order win is 'Christmas comes early': DBS

Total order book has reached US$24 billion

Broker's Calls

Analysts up Yangzijiang Shipbuilding’s TP after 1HFY2024 earnings beat estimates

DBS and Citi's target prices were raised to $2.88 and $3.14 respectively.

Broker's Calls

CGSI lifts Yangzijiang Shipbuilding’s TP to $2.50 on higher margin expectations

The analysts believe the company will be able to operate at high margins well into 2H2025.
MSCI Singapore index’s uptrend likely to stay intact in next few months: CGS International  - THE EDGE SINGAPORE

Broker's Calls

MSCI Singapore index’s uptrend likely to stay intact in next few months: CGS International

The communications and retail sectors were Singapore’s brightest spots in the month

Broker's Calls

UOB Kay Hian raises Yangzijiang Shipbuilding's target price to $2.86

Loh believes YZJ has the potential to increase its dividends
A reset, reboot and revalue from MSCI's 'killer blow' - THE EDGE SINGAPORE

Global Markets

A reset, reboot and revalue from MSCI's 'killer blow'

Many SGX companies have undergone structural transformation and the results are showing up in their share prices
T Rowe Price trims stake in Yangzijiang Shipbuilding on record earnings and ahead of US petition - THE EDGE SINGAPORE

Insider moves

T Rowe Price trims stake in Yangzijiang Shipbuilding on record earnings and ahead of US petition

DBS does not expect a material impact on key Chinese shipyards in the near to medium term
Biden says US to review union petition on China shipbuilding - THE EDGE SINGAPORE

US-China trade war

Biden eyes Chinese shipbuilding subsidies as tensions simmer

Biden’s post was in response to a petition from five unions urging for action to be taken to address 'non-market policies'
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