Yangzijiang Shipbuilding (YZJ)

Right Timing

Rising tide lifts offshore plays, banks bounce back

Seatrium price rises ahead of Petrobras mega project award; banks bounce back but could stay volatile

Singapore economy

Briefs: Singapore businesses 'unsure', 'pessimistic' on three-year outlook

Other news this week: MAS proposes to increase deposit insurance coverage to $100,000 and more.

Broker's Calls

UMS and Rex’s CEOs most overpaid in 2022 relative to their share price performances: UOB Kay Hian

Companies that got the most value out of their CEOs were YZJ, Singtel and SIA.
Shipbuilder Yangzijiang acquires office building at 39 Robinson Road for $399 mil - THE EDGE SINGAPORE

Property

Shipbuilder Yangzijiang acquires office building at 39 Robinson Road for $399 mil

YZJ's chairman & CEO Ren Letian says "this is a one-off exercise", and the group's focus remains its core shipbuilding business.

Broker's Calls

UOB Kay Hian upgrades Yangzijiang to 'buy' as stock’s risk-reward looks attractive

Analyst Adrian Loh has upgraded Yangzijiang Shipbuilding to “buy”, with an unchanged TP of $1.55.

Broker's Calls

Yangzijiang Shipbuilding could 're-rate further' on strong earnings growth: DBS

DBS Group Research’s Ho Pei Hwa has upped the group’s TP to $1.70 as it steps up its ESG initiatives.

Contracts

Yangzijiang Shipbuilding clinches first order for LNG carriers, bringing order book to all-time high

The group’s order book now stands at above US$10 billion.
Yangzijiang Shipbuilding triggers SGX query after shares surge by 15% - THE EDGE SINGAPORE

SGX query

Yangzijiang Shipbuilding triggers SGX query after shares surge by 15%

Shares in Yangzijiang have been rising steadily since Sept 8 since the announcement of its license from GTT.
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