Monday, September 15th, 2025

Yangzijiang Shipbuilding (Holdings) Posts Strong Results Amid Margin Boost and Market Overreaction

Ticker: YZJSGD SP | Recommendation: BUY | Share Price: S$2.44 | Target Price: S$3.50

2024 Results Overview:
Yangzijiang Shipbuilding (Holdings) reported robust 2024 results, with a standout performance in shipbuilding margins. Despite this, the stock faced selling pressure due to concerns over US port fees, which the report suggests was an overreaction by the market.

Key Highlights:

  • Shipbuilding Margins Shine: The company saw impressive shipbuilding margins, a key highlight of its 2024 financial performance.
  • Market Overreaction on US Port Fee News: Selling pressure was linked to concerns over US port fees, which the report considers an overdone market reaction.
  • Positive Outlook Maintained: The company continues to show strong fundamentals, supported by its competitive shipbuilding capabilities and strategic positioning.

Recommendation:
Maintain BUY with a target price of S$3.50, reflecting confidence in the company’s long-term growth potential despite short-term market noise.

UOBKH

Thank you

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