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Latest Forum Topics / YZJ Shipbldg SGD    Last:2.46    -0.07  Post Reply
Cruising with the ship ..Yangzijiang
moneycow
Master
03-Oct-2013 09:34     
 
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Who to trust ? Brokerage house like DBS vickers is more neutral - KE report   on other hand seem bias.............

My personal opinion nia :) 

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Today?s Focus  Hi-P ? Uncertainty rising, downgrade to HOLD, TP cut to S$0.65  Yangzijiang ? Secured massive orders worth US$871m reiterate BUY, TP S$1.32 We see uncertainty rising for Hi-P. Customer demand is falling short on weaker than expected reception to 5C iPhones and rising stockpiles. We expect 3Q to be on track but momentum is likely to fizzle out, thus weakening the outlook for 4Q and even FY14. Downgrade to HOLD, TP cut to S$0.65 (Prev S$ 0.97). Yangzijiang has secured massive orders worth US$871m of contracts comprising: i) New orders for four 208k dwt bulk carriers (with options for two identical vessels) and ii) Exercise of 13 options including five 82k dwt bulk carriers, three 64k dwt bulk carriers and five 10k TEU containerships (Seaspan). The 208k dwt bulk carrier orders are the first capesize contracts for Yangzijiang, reinforcing company?s strategy to move up the value chain to build more sophisticated vessels. Prior to this, the largest bulk carrier Yangzijiang undertook was 95k dwt panamax. The contract prices seem in line with Clarkson?s average newbuilding prices for respective vessels. We understand the payment term varies but collection prior to delivery is at least 30%. These new orders have lifted Yangzijiang?s YTD wins from US$1.22bn to US$2.10bn, outpaced our expectations of US$2bn this year. We raise FY13 order win assumption to US$2.5bn in anticipation of more options exercising in the coming months. Yangzijiang has remaining 28 options worth US$1.36bn consist of 11 containerships worth US$0.85bn and 17 multi-purpose bulk carriers worth US$0.51bn. Our FY13-15F forecast are largely intact as the additional order wins are expected to contribute more to FY16 earnings. These latest 17 orders are scheduled for delivery in 2015-2016. Reiterate BUY with unchanged target price of S$1.32.

shadow      ( Date: 03-Oct-2013 09:27) Posted:



Kim Eng Issued Sell Report 

Yangzijiang Shipbuilding - Wary of a False Dawn Cut to Sell ($1.135 - TP $0.98, YZJSGD SP, Marine)
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Octavia
Elite
03-Oct-2013 09:34     
 
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 Alert Admin 		Yangzijiang with the exception of Maybank KE Research, the rest of the street continues to be bullish on the stock. Macquarie upgrades to Outperform from neutral with TP $1.45. Daiwa lifts TP to $1.12 from $0.85, upgrades to Hold from underperform.
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shadow
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03-Oct-2013 09:27     
 
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Kim Eng Issued Sell Report 

Yangzijiang Shipbuilding - Wary of a False Dawn Cut to Sell ($1.135 - TP $0.98, YZJSGD SP, Marine)
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bishan22
Elite
03-Oct-2013 09:23     
 
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 Alert Admin 		What happen to Ms Yang today???
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muifan
Master
02-Oct-2013 16:29     
 
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just sold half of my YZJ....

took some small profits + release some bullets...

i am still learning how to take profit at high 


ascend88      ( Date: 02-Oct-2013 12:29) Posted:

U are a WB Jedi too :)

Wonderful feeling yah

muifan      ( Date: 01-Oct-2013 10:56) Posted:



already bought somemore on the fall..

simply be greedy when others are fearfull....

 


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ascend88
Senior
02-Oct-2013 15:44     
 
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 Alert Admin 		maybe becos US future red...
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oldflyingfox
Master
02-Oct-2013 15:35     
 
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 Alert Admin 		Why a sudden drop from 1.145 to 1.135 now? There was about 7K lots of married deals done from 1.13 to 1.145. History repeating again?
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ascend88
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02-Oct-2013 12:29     
 
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 Alert Admin 		U are a WB Jedi too :)

Wonderful feeling yah

muifan      ( Date: 01-Oct-2013 10:56) Posted:



already bought somemore on the fall..

simply be greedy when others are fearfull....

 


hello123      ( Date: 01-Oct-2013 10:31) Posted:



Hours after call , as predicted Yangzijiang rose on open   to 118.5 only then to suffer a steep 9%   fall to 1.075

for more details , see             http://sgxswinger.blogspot.sg/         
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ascend88
Senior
02-Oct-2013 12:25     
 
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 Alert Admin 		Wise move

oldflyingfox      ( Date: 02-Oct-2013 09:02) Posted:

Re-enter at $1.13 this morning. Look like it's gap up and charging.
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ascend88
Senior
02-Oct-2013 10:46     
 
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up 4 c....nice....

 
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ascend88
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02-Oct-2013 09:05     
 
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 Alert Admin 		Up up and away
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oldflyingfox
Master
02-Oct-2013 09:02     
 
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 Alert Admin 		Re-enter at $1.13 this morning. Look like it's gap up and charging.
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cheongsl
Master
02-Oct-2013 07:30     
 
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 Alert Admin 		Did not see the publish Jan 2013, if based and Jan 2013 and 18months ago the Steel price in china is around  450USD per tonne and 620USD per tonne respectively.

cheongsl      ( Date: 02-Oct-2013 07:21) Posted:

China Steel price 18months ago is around 590USD per tonne, currently only  around 490USD per tonne.

Hawkeye      ( Date: 02-Oct-2013 00:31) Posted:





YZJ discount 10,000TEUs



China's Yangzijiang Shipbuilding has recently won additional four 10,000TEU containerships from Canadian shipowner Seaspan.

The newbuilding price, however is 10% lower from original contractual price, falling to $90m from $100m apiece over the last 18 months.

The four vessels are part of 18 options attached to a contract for seven 10,000TEU boxships between the Canadian owner and the Chinese yard signed back in June 2011.

A Yangzijiang official said the quartet are still profitable as the yard will have become more cost-effective after building the first seven same-type ships.


Published : January 29, 2013


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cheongsl
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02-Oct-2013 07:21     
 
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 Alert Admin 		China Steel price 18months ago is around 590USD per tonne, currently only  around 490USD per tonne.

Hawkeye      ( Date: 02-Oct-2013 00:31) Posted:





YZJ discount 10,000TEUs



China's Yangzijiang Shipbuilding has recently won additional four 10,000TEU containerships from Canadian shipowner Seaspan.

The newbuilding price, however is 10% lower from original contractual price, falling to $90m from $100m apiece over the last 18 months.

The four vessels are part of 18 options attached to a contract for seven 10,000TEU boxships between the Canadian owner and the Chinese yard signed back in June 2011.

A Yangzijiang official said the quartet are still profitable as the yard will have become more cost-effective after building the first seven same-type ships.


Published : January 29, 2013


frozentouch      ( Date: 01-Oct-2013 23:47) Posted:

I am hoping for 5.5 cents dividend, if the momentum of ship order wins continue at the current or improving margins.
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Hawkeye
Veteran
02-Oct-2013 00:31     
 
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YZJ discount 10,000TEUs



China's Yangzijiang Shipbuilding has recently won additional four 10,000TEU containerships from Canadian shipowner Seaspan.

The newbuilding price, however is 10% lower from original contractual price, falling to $90m from $100m apiece over the last 18 months.

The four vessels are part of 18 options attached to a contract for seven 10,000TEU boxships between the Canadian owner and the Chinese yard signed back in June 2011.

A Yangzijiang official said the quartet are still profitable as the yard will have become more cost-effective after building the first seven same-type ships.


Published : January 29, 2013


frozentouch      ( Date: 01-Oct-2013 23:47) Posted:

I am hoping for 5.5 cents dividend, if the momentum of ship order wins continue at the current or improving margins.
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frozentouch
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01-Oct-2013 23:47     
 
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 Alert Admin 		I am hoping for 5.5 cents dividend, if the momentum of ship order wins continue at the current or improving margins.
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Oldbird
Senior
01-Oct-2013 19:09     
 
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 Alert Admin 		Good news , ytd order is above usd 2B..excluding 4Q. The order on hand is not depleting..expect to see 5c dividend next year.

Oldbird      ( Date: 01-Oct-2013 19:05) Posted:



ascend88      ( Date: 01-Oct-2013 17:35) Posted:

 

The Board of Directors (the " Board" ) of Yangzijiang Shipbuilding (Holdings) Ltd (the " Group" or the " Company" ) is pleased to announce that following the corporate updates regarding new shipbuilding orders on 4th September 2013, the Group has succeeded to secure new shipbuilding orders of four (4) 208,000DWT bulk carriers with options for two identical vessels. Furthermore, there are thirteen (13) options consisting of five (5) 82,000DWT bulk carriers, three (3) 64,000DWT bulk carriers and five (5) 10,000TEU containerships converted into effective orders in September 2013. The total contract value of the above-mentioned seventeen (17) new effective orders (the " Contracts" ) is approximately US$871 million.



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Oldbird
Senior
01-Oct-2013 19:05     
 
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ascend88      ( Date: 01-Oct-2013 17:35) Posted:

 

The Board of Directors (the " Board" ) of Yangzijiang Shipbuilding (Holdings) Ltd (the " Group" or the " Company" ) is pleased to announce that following the corporate updates regarding new shipbuilding orders on 4th September 2013, the Group has succeeded to secure new shipbuilding orders of four (4) 208,000DWT bulk carriers with options for two identical vessels. Furthermore, there are thirteen (13) options consisting of five (5) 82,000DWT bulk carriers, three (3) 64,000DWT bulk carriers and five (5) 10,000TEU containerships converted into effective orders in September 2013. The total contract value of the above-mentioned seventeen (17) new effective orders (the " Contracts" ) is approximately US$871 million.


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Peter_Pan
Supreme
01-Oct-2013 18:53     
 
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 Alert Admin 		Lets see whether got any announcement he bought shares in the open market.

muifan      ( Date: 01-Oct-2013 18:49) Posted:



he could have sold his shares....

then use the money buy back from open market already...

he caused some panic i think yesterday drop way below his sold price..

this is the little reason i can think of LOL

oldflyingfox      ( Date: 01-Oct-2013 17:25) Posted:

Just wonder why that director sold it before this good news.
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muifan
Master
01-Oct-2013 18:49     
 
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he could have sold his shares....

then use the money buy back from open market already...

he caused some panic i think yesterday drop way below his sold price..

this is the little reason i can think of LOL

oldflyingfox      ( Date: 01-Oct-2013 17:25) Posted:

Just wonder why that director sold it before this good news.
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