[New post] CIMB: Yangzijiang

alanyeo posted: " Struck gold but unappreciated■ YZJ announced US$871m order win, hot on heels of last week's US$715m.YTD win of US$5.59bn exceeded management's guidance (US$5bn).■ Deliveries are scheduled in 2023/2024, suggesting that shipowners couldtake a view that the" Respond to this post by replying above this line New post on Alpha Edge Investing CIMB: Yangzijiang by alanyeo Struck gold but unappreciated■ YZJ announced US$871m order win, hot on heels of last week's US$715m.YTD win of US$5.59bn exceeded management's guidance (US$5bn).■ Deliveries are scheduled in 2023/2024, suggesting that shipowners couldtake a view that the super cycle in freight rates could last in the medium term.■ We expect share price to move positively on […] Read more of this post alanyeo | July 1, 2021 at 10:28 am | Tags: Yangzijiang | Categories: Equities - Research Reports by Brokers/ Banks | URL: https://wp.me/p7fA1-1gX Comment    See all comments    Like Unsubscribe to no longer receive posts from Alpha Edge Investing. Change your email settings at Manage Subscriptions. Trouble clicking? Copy and paste this URL into your browser: http://alphaedgeinvesting.com/2021/07/01/cimb-yangzijiang/ Thanks for flying with WordPress.com