Yangzijiang Shipbuildilng (YZJ)

Broker's Calls

Yangzijiang’s share price weakness at the start of 2023 presents 'buying opportunity': DBS

Analyst Ho Pei Hwa has reiterated her “buy” call for Yangzijiang Shipbuilding with a TP of $1.70.

Broker's Calls

CGS-CIMB maintains ‘buy’ on Yangzijiang Shipbuilding as it looks to build larger LNG carriers

Yangzijiang could be actively bidding for up to US$3.7 billion of new orders in the pipeline.
Yangzijiang obtains GTT technology membrane license, making 'inroads' to LNG carrier market - THE EDGE SINGAPORE

Corporate moves

Yangzijiang obtains GTT technology membrane license, making 'inroads' to LNG carrier market

YZJ received the GTT license in “record time”, despite delays due to the Covid-19 restrictions in China.

Contracts

Yangzijiang clinches order to build four units of 8,000 TEU LNG duel-duel containerships

The orders were placed by repeat customer Pacific International Lines and will be progressively delivered in 2025.

Broker's Calls

CGS-CIMB positive on Yangzijiang Shipbuilding awaiting shipbuilding execution results

To the analysts, Yangzijiang’s strength now lies on its strong shipbuilding execution and attractive valuations of 6x CY2023 P/E
Broker's Digest: Guocoland, Yangzijiang Shipbuilding, Keppel Corp, HRNetGroup, Hyphens Pharma International - THE EDGE SINGAPORE

Broker's Calls

Broker's Digest: Guocoland, Yangzijiang Shipbuilding, Keppel Corp, HRNetGroup, Hyphens Pharma International

Broker's Digest: Guocoland, Yangzijiang Shipbuilding, Keppel Corp, HRNetGroup, Hyphens Pharma International
Yangzijiang's directors say that proposed spin-off of investment business is "in the best interests of the company" - THE EDGE SINGAPORE

Restructuring

Yangzijiang's directors say that proposed spin-off of investment business is "in the best interests of the company"

The directors recommend that shareholders vote in favour of the ordinary resolutions relating to the proposed spin-off at the EGM

Broker's Calls

Yangzijiang’s proposed spin-off unlocks more value for shareholders: CGS-CIMB

CGS-CIMB reiterated its "add" rating for Yangzijiang with a target price of $1.91.

Restructuring

Yangzijiang shareholders to receive spin-off shares proportionally in the form of dividend in specie

The company also reveals its plan to list the spin-off on the Singapore Exchange mainboard.
Yangzijiang posts 21% drop in gross profit to RMB1 bil in 3Q despite 25% jump in revenue - THE EDGE SINGAPORE

Results

Yangzijiang posts 21% drop in gross profit to RMB1 bil in 3Q despite 25% jump in revenue

Yangzijiang posts 21% drop in 3Q gross profit to RMB1 bil on lower gross margins
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