Yangzijiang Shipbuilding Seems More Cautious Over New Order-Win Outlook

Dow Jones05-26

Yangzijiang Shipbuilding seems more cautious over its 2025 new order-win outlook, CGS International analysts say in a research report.

At its 1Q results call, management said it believes ship owners prefer to place new orders at Korean yards this year, the analysts note.

Management highlighted uncertainty surrounding U.S. Trade Representative Section 301 actions against Chinese shipbuilders and global trade tariffs.

According to management, however, there have been no delays or cancellation talks for its current order book, although inquiry levels are low and some options for large containership orders may not be exercised.

The brokerage lowers the stock's target price to S$2.72 from S$3.62 to partly reflect weaker shipping revenue assumptions, while maintaining an add rating.

Shares are 0.5% lower at S$2.05.

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666huat666
06-04
666huat666
Question is can Korea small country handle big orders?

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