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Yangzijiang Shipbuilding (SGX:BS6) is scheduled to release its 1H26 results on 6 Aug (after market, see earrnings calendar). We expect another solid set of results, with net profit rising 8-10% y-o-y to RMB4.5-4.6bn.
Expect near double-digit earnings growth in 1H26.
- - Read this at SGinvestors.io -
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We continue to see upside risk to margins (currently assumed to be flattish y-o-y) as higher-priced contracts progressively flow through the P&L, while ongoing productivity improvements and greater operating leverage from the Hongyuan yard help mitigate FX headwinds (~4% y-o-y USD depreciation against RMB).
- - Read this at SGinvestors.io -
Robust newbuild ordering momentum.
- Read more at SGinvestors.io.
Above is an excerpt from a report by DBS Group Research.
Clients of DBS may access the full PDF report @ https://www.dbs.com/insightsdirect/.
Pei Hwa Ho DBS Group Research | https://www.dbs.com/insightsdirect/ 2026-07-13
Previous report by DBS:
2026-03-11 Yangzijiang Shipbuilding - Deepens Seaspan Ties.
Price targets by 2 other brokers at Yangzijiang Target Prices.
Listing of research reports at Yangzijiang Analyst Reports.
Relevant links:
Yangzijiang Share Price History,
Yangzijiang Announcements,
Yangzijiang Dividend Payout Dates & Corporate Actions,
Yangzijiang News
