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【Yangzijiang BS6 交流专区】 揚子江造船 YANGZIJIANG SHIPBLDG HLDGS LTD

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楼主: arno       显示全部楼层   阅读模式

发表于 6-9-2010 09:24 PM | 显示全部楼层
賣了...

成本價1.482677, 賣1.68, 7lot... hold了2‐4个多月...
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发表于 6-9-2010 09:24 PM | 显示全部楼层
賣了...

成本價1.482677, 賣1.68, 7lot... hold了2‐4个多月...
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发表于 13-1-2011 10:17 AM | 显示全部楼层
Yangzijiang Shipbuilding (Holdings) Ltd announced that the Group has entered  into a total of fifteen (15) shipbuilding contracts between 1 September 2010 and 31 Dec 2010, the contracts are effective with an aggregate contract value of US$415.30 million. The vessels secured in the Contracts will be scheduled accordingly for deliveries from year 2011 to 2013.
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发表于 28-2-2011 09:22 AM | 显示全部楼层
扬子江船业全年净利涨29%

(2011-02-23)

  扬子江船业(Yangzijiang Shipbuilding)全年净利涨29%至29亿5534万元(人民币,下同)。

  集团营收增长22%至129亿元,税前盈利增长42%至36亿元。

  每股盈利79.85分,净资产值为258.76分,并建议派发每股4.5新分的免税终期股息。
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发表于 28-2-2011 09:22 AM | 显示全部楼层
回复 102# 老猫与蛇


好股来的,   有机会 再买回来?
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发表于 28-2-2011 10:04 AM | 显示全部楼层
回复  老猫与蛇


好股来的,   有机会 再买回来?
PaPerSoldier 发表于 28-2-2011 09:22 AM

現在滿冮紅哦~~~...
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发表于 28-2-2011 12:06 PM | 显示全部楼层
回复 106# 老猫与蛇


   很想进。。可是又怕。。。
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发表于 28-2-2011 01:07 PM | 显示全部楼层
回复  老猫与蛇


   很想进。。可是又怕。。。
神隐 发表于 28-2-2011 12:06 PM

現在的世界局勢... 分分鐘一路向南...
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发表于 28-2-2011 05:28 PM | 显示全部楼层
最后一刻 成交1万8千多张。
17:05:04 1.790 18,410,000 B
是大户丢还是大户捡?
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发表于 22-3-2011 06:53 PM | 显示全部楼层
YANGZIJIANG: A record US$2 billion contract to be inked in April/May?                                    


Written by Leong Chan Teik
Friday, 18 March 2011 06:39


The christening and launch of a ship at Yangzijiang yard. NextInsight file photo.


YANGZIJIANG SHIPBUILDING stock was heavily traded yesterday with 20.4 million shares changing hands on a rising swell of reports highlighting the very likelihood that the shipbuilder has signed a letter of intent with Seaspan Corp. to build 22 units of 10,000 TEU containerships worth over US$2bn (including options).

The stock closed down 4 cents to $1.71.

Citing shipbuilding website Asiasis.com, Deutsche Bank yesterday (Mar 17) said that the website indicated that an executive from YZJ has confirmed the deal and  the signing of the official contract should take place in late April or early May 2011.

According to the website article, the newbuilding prices could either be US$95m or US$98m per vessel.

Deutsche analyst Kevin Chong wrote: “YZJ has no comments on this potential contract and highlighted to us that they will only announce contracts that are confirmed.”

He added: “YZJ remains one of the most attractive shipbuilding stocks in China in our view and is one with a good long-term execution track record. Maintain Buy.”


His target price is $2.30.

In its report on 15 March, Credit Suisse said that Seaspan mentioned that it has “signed a letter of intent with a leading Chinese shipyard for a significant order of 10,000 TEU vessels”.

“We believe Yangzijiang is a strong contender since it is one of the few Chinese yards with the vessel design and yard capacity with its increased stake in Xinfu yard recently. We believe a letter of intent rather than a firm contract has beensigned to allow the customer time to arrange financing,” wrote analysts Gerald Wong and Bhuvnesh Singh.

The analysts noted that reports had emerged in trade publication Lloyds List and Tradewinds that Yangzijiang has signed a letter of intent with Seaspan for 22 containerships worth up to US$2.2 bn.

Why letter of intent, not firm contract?

Credit Suisse, which has a target price of $2.40, ventured: “The customer would have to pay up to 20% down payment upon contract signing, and a letter of intent is usually signed first while the financing is being arranged.”

Credit Suisse did not believe financing would be an issue, as it was announced that the LOI would be part of a US$5 bn investment by a new JV formed by Seaspan, Carlyle, Tiger Group Investments Ltd., and an affiliate of Dennis R. Washington. The JV will invest up to US$900 mn equity capital in containership assets, primarily newbuild vessels in China.

CIMB analyst Lim Siew Khee, who has a $2.69 target price, noted that no formal announcement has been made by YZJ as contracts are not yet effective with deposits.

Conservatively, she expects 10 vessels to be ordered in 2011, amounting to US$950-980m or 70% of her US$1.5bn order target.

“We believe current share price has priced in the fear of sharp rise in steel prices, which could lead to a worst-case 20% cut in FY12 earnings. We see opportunity to buy, anticipating catalysts from order wins and higher revenue from productivity gains.

To DMG & Partners analyst Jason Saw, the order size of 22 vessels is higher than market expectation of 10 containerships, and the "share price is likely to react positively to the massive news."

YZJ had US$5.3b order book as of 31 Dec 2010 and assuming the first six vessels are confirmed, total order book could be boosted by US$588m or 11%.



The contract was alluded to in a recent Nomura report here: ROXY-PACIFIC, YANGZIJIANG: What analysts now say....
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发表于 7-4-2011 10:45 PM | 显示全部楼层
前几天买了一些,1.79
目标1 :2.10
目标2 :2.40
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发表于 8-4-2011 09:37 AM | 显示全部楼层
回复 111# zhixuen



   够力,静悄悄买啊。
我也是在存钱,想加码。

不过,1.8我嫌贵。没办法,我cash poor.
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发表于 8-4-2011 10:05 AM | 显示全部楼层
hahah because got dividend and price was being consolidated that time.
then just enter lo.
move up again today chiong ar
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发表于 11-4-2011 06:36 PM | 显示全部楼层
consolidating at 1.88
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发表于 11-4-2011 09:31 PM | 显示全部楼层
The Board of Directors (the “Board”) of Yangzijiang Shipbuilding (Holdings) Ltd (the “Group”
or the “Company”) is pleased to announce that the Group has entered into a total of six (6)
effective  shipbuilding contracts (the “Contracts”)  in the month of  March 2011 with an
aggregate contract value of US$214.2 million.
揚子江船業(控股)有限公司董事局(以下簡稱“集團”或“公司”)很高兴的宣佈集團
2011 年 3 月新簽署並生效共計 6 艘船的建造合同,合同金額共計 2.142 億美元。
The new Contracts secured comprise  two (2) units of  82,000 DWT bulk carriers,  two (2)
units of  10,000 DWT bulk carriers and two (2) units of  4,800 TEU container ships  that
amounted to an aggregate contract value of US$214.2 million.
集團新簽訂并生效的訂單包括:2 艘 82,000 DWT 散貨船,2 艘 10,000 DWT 散貨船,以及 2
艘 4800TEU 貨櫃船,合同金額共計 2.142 億美元。
The vessels secured in the Contracts are scheduled for deliveries from year 2012 to 2013
and therefore, there will not have any significant impact on the earnings of the Group for the
financial year ending 31 December 2011.
新增訂單將於 2012 年至 2013 年逐年交付,因此不會對集團截至 2011 年 12 月 31 日的收益
産生顯著影響。
Including the above secured Contracts,  the Group had  in total secured  fourteen (14)
effective shipbuilding  contracts with an aggregate  value  of US$512.3 million in the first
quarter of 2011.
含以上新增訂單,集團 2011 年第一季度共生效 14 艘新船訂單,总合同金額計 5.123 億美
金。
Save for their respective shareholdings in the Company, none of the directors or controlling
shareholders of the Company has any interest, direct or indirect, in the Contracts.
不考慮持有的公司股權,任何一位董事、控股股東或主要股東與本項交易均無直接或間接的
利益關系。
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发表于 13-4-2011 01:33 PM | 显示全部楼层
回复 115# zhixuen

一样的,方便看。

   扬子江船业获总值2亿余元造船合同

(2011-04-12)

  扬子江船业(Yangzijiang Shipbuilding)在3月份共获得六艘船的建造合同,总价值为2亿1420万美元。

  这使得公司在今年第一季一共取得14项总值5亿1230万美元的造船合同,较去年第四季取得的15项总值4亿1530万美元的造船合同的价值来得高。

  集团新签订并生效的订单包括两艘8万2000载重吨(DWT)散货船、两艘1万载重吨散货船,以及两艘4800标准箱(TEU)货柜船,合同总价值为2亿1420万美元。

  新订单将于2012年至2013年逐年交付,因此不会对集团截至今年底的盈利产生显著影响。
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发表于 23-4-2011 01:53 AM | 显示全部楼层
i heard someone said, they giving divident soon..SGD0.045/One-tier tax

Now waiting approve in AGM( Apr 28, 2011)
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发表于 23-5-2011 03:13 PM | 显示全部楼层
扬子江,注意很久了,趁刚派股息调整价格时进了2 lot,买在 1.63
打算收2-3个月看看
目标价 1.93
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发表于 24-5-2011 09:58 PM | 显示全部楼层
我现在不敢进场,欧债危机不是很稳定。

我会选择在1。55 左右进场,1。93 是不可能在近期到达。
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发表于 12-6-2011 10:45 AM | 显示全部楼层
扬子江船业子公司 获总值7亿美元造船合约
扬子江船业(Yangzijiang)的子公司——江苏新扬子造船有限公司和江苏扬子鑫福造船有限公司,与西斯班公司(Seaspan Corporation)签署7艘总值为7亿美元(8亿6200万新元)的1万标准箱(TEU)集装箱(货柜)运输船造船合约,以及建造另18 艘同类船型的由船东选择生效的选择权合约。如船东行使选择权建造这18艘,预计25 艘造船合同总值约25亿元美元(30亿8000万新元)。
http://www.zaobao.com.sg/cs/cs110610_001.shtml
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