To The Moon

0728 GMT - Yangzijiang Shipbuilding's 1H earnings likely grew 8%-10%, buoyed by higher prices and capacity, says DBS Group Research's Pei Hwa Ho in a note. Progressive revenue recognition from its record order book and partial contribution from a new yard should also drive the Singapore-listed shipbuilder's earnings growth, the analyst says. Higher-priced contracts flowing through could boost its margins, she says. The company's stock has corrected around 20% from its March high, which brings its valuations back to attractive levels, she adds. Its dividend yield of around 6%-7% also remains compelling. DBS reiterates its buy rating and 4.55 Singapore dollar target price. Shares fall 1.7% to S$3.55.

YZJ-SHIP BUILDING COMPLETION AS AT 01/7 OF 1XVLEC NEREUS $YZJ Shipbldg SGD (BS6.SG)$ YTD:47/58 SHIPS COMPLETED (81%).

YZJ-SHIP BUILDING COMPLETION AS AT 30/6 OF 1X50JDWT MR RHODES STAR $YZJ Shipbldg SGD (BS6.SG)$ YTD:46/58 SHIPS COMPLETED (79%).

YZJ SHIP BUILDING COMPLETION AS AT 29/6 FOR 1X75KDWT MR ARAGON $YZJ Shipbldg SGD (BS6.SG)$ YTD:45/58 SHIPS COMPLETED (78%).

YZJ-SHIP BUILDING COMPLETION AS AT 24/6 OF 1X24K TEU CMA CGM ORSAY $YZJ Shipbldg SGD (BS6.SG)$ YTD:44/58 SHIPS COMPLETED (76%).

YZJ-SHIP BUILDING COMPLETION AS AT 25/6 FOR 2ND VLEC 10K NEREUS $YZJ Shipbldg SGD (BS6.SG)$ YTD:42/58 SHIPS COMPLETED (74%).

YZJ- 15K YZJ INVESTORS APPEAL TO YZJ SHIPPING $YZJ Shipbldg SGD (BS6.SG)$ FYI.

YZJ-SHIP BUILDING COMPLETION AS AT 23/6 OF 1X5KDWT MR METRO LIVAS $YZJ Shipbldg SGD (BS6.SG)$ YTD:41/58 SHIPS COMPLETED (71%). Start fishing the lower and lowest to keep in for the 1H26 result released by 1st of August. Expected stunning result vs. 1H25. DYOD.

YZJ-SHORTISTS and BBs IN PLAY $YZJ Shipbldg SGD (BS6.SG)$ 4-7M SHORTIST troops are pushing down and BB to collect cheaply. 6 more weeks to 1H26 result releases. DYOD.

YZJ SHIP BUILDING COMPLETION AS AT 23/6 OF 1X39DWT MR VALANTE $YZJ Shipbldg SGD (BS6.SG)$ YTD:40/58 SHIPS COMPLETED (69%). Cheers!! DYOD.