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YTD: 8+4 Ships orders vs. Target US$6B.
Lepta Shipping returns to Yamic for kamsarmax bulk carriers
Japanese tonnage provider has ordered two newbuildings scheduled for 2028 delivery
16 June 2025 4:51 GMT Updated 16 June 2025 4:51 GMT
By Irene Ang
in Singapore
Lepta Shipping has lifted its huge orderbook with two bulk carriers at a Chinese yard.
The shipowner, a joint venture between Nissen Kaiun and trading house Mitsui & C...
Lepta Shipping returns to Yamic for kamsarmax bulk carriers
Japanese tonnage provider has ordered two newbuildings scheduled for 2028 delivery
16 June 2025 4:51 GMT Updated 16 June 2025 4:51 GMT
By Irene Ang
in Singapore
Lepta Shipping has lifted its huge orderbook with two bulk carriers at a Chinese yard.
The shipowner, a joint venture between Nissen Kaiun and trading house Mitsui & C...
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$YZJ Shipbldg SGD (BS6.SG)$ Get ready for ammunition, Yangtze River is taking off today✈️🚀🚢 Tye Soon‼️
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$YZJ Shipbldg SGD (BS6.SG)$
Very good support at 229/230 tmr can go up 240 liao
$FTSE Singapore Straits Time Index (.STI.SG)$ $Keppel (BN4.SG)$
Very good support at 229/230 tmr can go up 240 liao
$FTSE Singapore Straits Time Index (.STI.SG)$ $Keppel (BN4.SG)$
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$YZJ Shipbldg SGD (BS6.SG)$ Vietnam’s Hai An Transport & Stevedoring has ordered a series of feedermax newbuildings as it plans to expand its container trade routes to Europe and the US.
The shipping and logistics company said it had ordered up to four 3,000-teu ships at China’s Yangzijiang Shipbuilding — two firm vessels plus an options for two more.
The shipping and logistics company said it had ordered up to four 3,000-teu ships at China’s Yangzijiang Shipbuilding — two firm vessels plus an options for two more.
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$YZJ Shipbldg SGD (BS6.SG)$
• Investors might be disappointed with the uninspiring new orders and outlook guidance for 2025,
• This is probably priced in at current low valuation of 6x FY25 PE and 1.5x PB considering Yangzijiang’s superior 24% ROE and >6% yield
• With robust orderbook that will keep the shipyard busy for next 3-4 years and strong net cash of over SGD1/share (>50% of current share price), Yangzijiang is well positioned to weather the industry cycle and market turbulenc...
• Investors might be disappointed with the uninspiring new orders and outlook guidance for 2025,
• This is probably priced in at current low valuation of 6x FY25 PE and 1.5x PB considering Yangzijiang’s superior 24% ROE and >6% yield
• With robust orderbook that will keep the shipyard busy for next 3-4 years and strong net cash of over SGD1/share (>50% of current share price), Yangzijiang is well positioned to weather the industry cycle and market turbulenc...
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$YZJ Shipbldg SGD (BS6.SG)$ 5On the 26th, YZJ Shipbldg SGD and ENN Natural Gas officially signed a strategic cooperation agreement. The two sides aim to engage in deep cooperation around the Industry Chain of LNG (liquefied natural gas), exploring innovative applications and market opportunities in the field of clean energy together.
It is understood that ，YZJ Shipbldg SGD Group officially began planning the construction of the Jiangyin Port LNG Industrial Park in 2019. After years of effort, the LNG project tank area officially commenced construction on October 8, 2023.
The YZJ LNG receiving station project is expected to have a total investment of 2.5 billion yuan, constructing a 0.36 million cubic meter LNG storage tank and supporting facilities. The project is planned to be implemented in two phases, with the first phase investing about 1.5 billion yuan to build two 0.1 million cubic meter full-containment concrete LNG tanks and related process facilities, achieving an annual external transportation capacity of 1 million tons of LNG; the second phase will invest about 1 billion yuan to build one 0.16 million cubic meter LNG storage tank, with an annual external transportation capacity of 1 million tons of LNG, ultimately reaching a total scale of 2 million tons of liquefied Henry Hub Natural Gas.
As the construction of the LNG Industrial Park in Jiangyin City progresses, YZJ Shipbldg SGD is transforming a 0.05 million tons Chemicals terminal owned by its wholly-owned subsidiary, Jiangsu YZJ Jia Sheng Terminal Co., Ltd., located in Jiangyin Lingang New City, into a public LNG unloading terminal to provide loading and unloading services for relevant LNG tank area projects within the LNG industrial park. The project plans to build 2 berths for LNG transportation ships with a capacity of 4~0.08 million cubic meters and corresponding LNG loading and unloading facilities, while the company...
It is understood that ，YZJ Shipbldg SGD Group officially began planning the construction of the Jiangyin Port LNG Industrial Park in 2019. After years of effort, the LNG project tank area officially commenced construction on October 8, 2023.
The YZJ LNG receiving station project is expected to have a total investment of 2.5 billion yuan, constructing a 0.36 million cubic meter LNG storage tank and supporting facilities. The project is planned to be implemented in two phases, with the first phase investing about 1.5 billion yuan to build two 0.1 million cubic meter full-containment concrete LNG tanks and related process facilities, achieving an annual external transportation capacity of 1 million tons of LNG; the second phase will invest about 1 billion yuan to build one 0.16 million cubic meter LNG storage tank, with an annual external transportation capacity of 1 million tons of LNG, ultimately reaching a total scale of 2 million tons of liquefied Henry Hub Natural Gas.
As the construction of the LNG Industrial Park in Jiangyin City progresses, YZJ Shipbldg SGD is transforming a 0.05 million tons Chemicals terminal owned by its wholly-owned subsidiary, Jiangsu YZJ Jia Sheng Terminal Co., Ltd., located in Jiangyin Lingang New City, into a public LNG unloading terminal to provide loading and unloading services for relevant LNG tank area projects within the LNG industrial park. The project plans to build 2 berths for LNG transportation ships with a capacity of 4~0.08 million cubic meters and corresponding LNG loading and unloading facilities, while the company...
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YZJ Shipbldg SGD may win back the Order from Hapag-Lloyd, and the competition in shipbuilding between China and South Korea is rekindled.
Ship revitalization and maritime exploration.
May 27, 2025 08:08, listen to the full text.
China YZJ Shipbldg has taken the lead in order negotiations again.
The German shipping company Hapag-Lloyd has restarted negotiations with China YZJ Shipbldg Group regarding the construction project of six 16,000 TEU LNG dual-fuel container ships. This marks the revival of the dominant position of Chinese shipyards in this batch of orders.
These six ships are part of an option project included in the contract for 12 vessels of the same type signed between Hapag-Lloyd and YZJ Shipbldg in 2023. Although earlier this year, due to restrictions from the U.S., Hapag-Lloyd signed a letter of intent with South Korea's Hanwha Ocean, the current negotiation trends indicate that Chinese shipyards are regaining the initiative.
The cost gap is evident, making China CSSC more attractive.
In terms of construction costs, Chinese shipyards show overwhelming advantages. According to TradeWinds, the Quote for similar vessels at YZJ Shipbldg SGD is approximately 0.19 billion dollars, while the construction cost in South Korea reaches 0.225 billion dollars, resulting in a price difference of 35 million dollars per ship.
Amid high inflation and financing pressures, Hapag-Lloyd's return to YZJ Shipbldg SGD is a recognition of China CSSC's cost-effectiveness and execution capabilities in high-end green vessel types.
The U.S. side is relaxing...
Ship revitalization and maritime exploration.
May 27, 2025 08:08, listen to the full text.
China YZJ Shipbldg has taken the lead in order negotiations again.
The German shipping company Hapag-Lloyd has restarted negotiations with China YZJ Shipbldg Group regarding the construction project of six 16,000 TEU LNG dual-fuel container ships. This marks the revival of the dominant position of Chinese shipyards in this batch of orders.
These six ships are part of an option project included in the contract for 12 vessels of the same type signed between Hapag-Lloyd and YZJ Shipbldg in 2023. Although earlier this year, due to restrictions from the U.S., Hapag-Lloyd signed a letter of intent with South Korea's Hanwha Ocean, the current negotiation trends indicate that Chinese shipyards are regaining the initiative.
The cost gap is evident, making China CSSC more attractive.
In terms of construction costs, Chinese shipyards show overwhelming advantages. According to TradeWinds, the Quote for similar vessels at YZJ Shipbldg SGD is approximately 0.19 billion dollars, while the construction cost in South Korea reaches 0.225 billion dollars, resulting in a price difference of 35 million dollars per ship.
Amid high inflation and financing pressures, Hapag-Lloyd's return to YZJ Shipbldg SGD is a recognition of China CSSC's cost-effectiveness and execution capabilities in high-end green vessel types.
The U.S. side is relaxing...
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$YZJ Shipbldg SGD (BS6.SG)$ Under the circumstances of the Exchange Rates of the US dollar to the Chinese yuan and a simultaneous decline in iron ore prices, YZJ's stock price easily dropped significantly, indicating that the short-selling force is very strong. Now is indeed the right time for YZJ to buy back Stocks. Of course, if the repurchase does not happen, consider it as having bought and holding this stock.
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