Yangzijiang Shipbuilding (Holdings), the Industrials sector company, was revisited by a Wall Street analyst today. Analyst Pei Hwa Ho from DBS maintained a Buy rating on the stock and has a S$3.80 price target.
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Pei Hwa Ho has given his Buy rating due to a combination of factors including Yangzijiang Shipbuilding’s strong FY25 performance and earnings momentum. Net profit reached a record level with about 30% year-on-year growth, exceeding market expectations, supported by higher-value dual-fuel containership deliveries and resilient margins despite currency headwinds.
In addition, the company’s sizeable USD22.4bn orderbook provides multi-year revenue visibility, with new capacity at the Hongyuan yard set to underpin further growth. The uplift in dividend payout ratio to 50%, translating into a yield above 5%, alongside an undemanding valuation at roughly 8–9 times forward earnings, reinforces the total return appeal and underlies the reaffirmed Buy stance.