Yangzijiang Shipbuilding (YZJ)

Analysts positive on Yangzijiang following strategic review of investment arm - THE EDGE SINGAPORE

Broker's Calls

Analysts positive on Yangzijiang following strategic review of investment arm

CGS-CIMB and DBS have kept "add" or "buy" while OCBC has recommended "hold" on YZJ with a higher TP estimate.
CGS-CIMB ups Yangzijiang's TP to $1.91 on strong year-to-date orders - THE EDGE SINGAPORE

Broker's Calls

CGS-CIMB ups Yangzijiang's TP to $1.91 on strong year-to-date orders

CGS-CIMB has also lifted its order win forecast for the FY2021 by 60% to US$8 billion.

Contracts

Yangzijiang signs new orders worth US$1.58 bil; marks record orderbook of US$8.74 bil

The group says it remains confident in securing more order wins amid continued favourable market sentiments.
UOB Kay Hian sees Sembcorp, Yangzijiang and Keppel as ‘compelling investment cases' in offshore & marine sector - THE EDGE SINGAPORE

Broker's Calls

UOB Kay Hian sees Sembcorp, Yangzijiang and Keppel as 'compelling investment cases' in offshore & marine sector

Within the sector, Loh has kept “buy” on Sembcorp, Yangzijiang Shipbuilding and Keppel Corporation and "hold" on SembMarine.
Analysts upgrade estimates on Yangzijiang's earnings and order wins following new US$871 mil order win - THE EDGE SINGAPORE

Broker's Calls

Analysts upgrade estimates on Yangzijiang's earnings and order wins following new US$871 mil order win

CGS-CIMB has kept its target price of $1.63 while UOB Kay Hian has upped its target price estimate to $1.90.
Yangzijiang could lift order guidance to US$5.5 bil to US$6 bil in 2021: CGS-CIMB - THE EDGE SINGAPORE

Broker's Calls

Yangzijiang could lift order guidance to US$5.5 bil to US$6 bil in 2021: CGS-CIMB

CGS-CIMB has kept "add" on the group with an unchanged target price of $1.63.

Contracts

Yangzijiang wins another US$715 mil worth of new orders, adding on to its best year since 2008

Order wins for one of the carriers signify a breakthrough for the group in the clean energy vessels space.
UOB Kay Hian keeps 'buy' on Yangzijiang as it sees more upside for the containership market - THE EDGE SINGAPORE

Broker's Calls

UOB Kay Hian keeps 'buy' on Yangzijiang as it sees more upside for the containership market

Shares in Yangzijiang closed 2 cents higher or 1.4% up at $1.45 or 0.8 times P/B, according to UOB Kay Hian’s estimates.
Yangzijiang Shipbuilding gets a strong 'buy' amid improving margins and higher order book: analysts - THE EDGE SINGAPORE

Broker's Calls

Yangzijiang Shipbuilding gets a strong 'buy' amid improving margins and higher order book: analysts

CGS-CIMB’s Lim has a target price of $1.63, while that for UOBKH’s Loh is $1.76. DBS’ Ho has put forth a target of $1.80.
Yangzijiang sees 89% surge in 1Q21 earnings of RMB761.7 mil - THE EDGE SINGAPORE

Results

Yangzijiang sees 89% surge in 1Q21 earnings of RMB761.7 mil

The group, as at April 29, has an outstanding orderbook of US$6.6 billion for 146 vessels, its highest level since 2009.
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