YZJ 3Q BUSINESS UPDATED MESSAGES
$YZJ Shipbldg SGD (BS6.SG)$
1. Production yard for big ship orders fully occupied up to 2030 won in ,2023/2024 with high price. Good margin.
2. Big ship orders only expect to win for delivery from 2030 onwards. With the USTR 301 port feed halted, expect buyers will come back.
3. The HY new yard completed in 1H2027 will give YZJ advantage to gain more orders starting from 2026.
4. The remainder of 2025 will aim to fill medium and small ship orders delivered from 2029.
5. More importantly the ship building is expected to hit target 56 Ships by 31/12. YTD: 46 ships completed and more the 10 ships under sailing testing and will be handed over by 31/12.
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