Yangzijiang Shipbuilding (Holding)

CGSI sees possible dip in Yangzijiang’s FY2025 margins due to shift in delivery mix - THE EDGE SINGAPORE

Broker's Calls

CGSI sees possible dip in Yangzijiang Shipbuilding's FY2025 margins due to shift in delivery mix

Yangzijiang Shipbuilding has guided for a higher FY2025 order win target of over US$4.5 billion due to the planned capacity addition in Xinqiao Park.

Broker's Calls

CGSI and DBS expect Yangzijiang Shipbuilding to post strong 2HFY2024 net profit

Yangzijiang's ytd order win of US$11.64 billion is largely in-line with the CGSI analysts' forecast of US$11.3 billion for 2024.
Yangzijiang Shipbuilding reports record high order book of US$22.14 bil in 9MFY2024 - THE EDGE SINGAPORE

Results

Yangzijiang Shipbuilding reports record high order book of US$22.14 bil in 9MFY2024

The group also exceeded its FY2024 order win target by 259%, having secured an additional US$7.14 billion as at Nov 7.

Company in the news

Yangzijiang Shipbuilding added to MSCI Singapore Index

Shares in Yangziijang closed at $2.55 on Nov 6, 65.58% higher year to date.
DBS maintains 'buy' on Yangzijiang Shipbuilding with TP of $2.88 following announcement on arbitration proceedings - THE EDGE SINGAPORE

Broker's Calls

DBS maintains 'buy' on Yangzijiang Shipbuilding with TP of $2.88 following announcement on arbitration proceedings

DBS believes that the price dip presents a good buying opportunity.

Deals, joint ventures & alliances

Yangzijiang Shipbuilding enters JV to buy 34% stake in Tsuneishi Group’s shipbuilding unit for RMB833.1 mil

Tsuneishi Group Shipbuilding is a wholly owned subsidiary of Tsuneishi Holdings with paid-up capital of US$73.4 million.

Results

Yangzijiang Shipbuilding reports record-high earnings of RMB3.06 bil for 1HFY2024, 77% higher y-o-y

Revenue rose by 15.3% y-o-y to RMB13.05 billion due to higher shipbuilding activities and better shipping charter rates.
Analysts positive on Yangzijiang Shipbuilding after new yard investment announcement - THE EDGE SINGAPORE

Broker's Calls

Analysts positive on Yangzijiang Shipbuilding after new yard investment announcement

CGS, Citi and DBS analysts have all kept their “buy” and “add” calls, and DBS raised its TP to $2.75.
Yangzijiang Shipbuilding working to acquire over 1300 acres of land for new clean energy ship manufacturing base - THE EDGE SINGAPORE

Company in the news

Yangzijiang Shipbuilding working to acquire over 866,671 sqm of land for new clean energy ship manufacturing base

The group plans to invest RMB 3 billion in capital in liquid natural gas and other clean energy vessels over the next 2 years.
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