- Yangzijiang Maritime benefits from shipping and shipbuilding tailwinds without owning a shipyard, generating growth through Charters, Finance Lease, Vessel Construction and Shipbroking, while leveraging strategic partnerships with ship operators and yards. This asset-light model provides stable income and resilience across cycles as Shipping and Shipbuilding tend to be counter-cyclical due to lag effects.
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Price discovery offers opportunities.
- Yangzijiang Maritime (SGX:8YZ) has AUM of ~US$1.6bn, comprising Cash (25%), Financial Assets (41%) and Maritime Investments (34%) as of end 2025. Its NAV stood at approximately S$0.60 and is expected to rise to S$0.63 in FY26F.
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I. ROE enhancement drives re-rating.
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