The Silver Lining and STAR in China’s Shipbuilding Cloud

Yangzijiang Shipbuilding Must Be Clever to Prosper In A Government Regulated Industry (Part 2)

Yangzijiang – Happy New Year: Give Us Back Our Stock Or We Will Pay You A Dividend

Yangzijiang–China’s Private Credit/Shadow Banker: Beijing New Risk Paradigm & Debt Default Tailwind

Yangzijiang – 16 Billion Of Shadow Banking Loans – A Premier China “BDC / Private Lender”

Partner

Patrick Eng

Sparkill & Co

Equity Bottom-Up

Yangzijiang Shipbuilding / Equity Bottom-Up

Due to COVID-19 the shipbuilding industry in China and perhaps among other countries like, Korea and Japan may shrink to levels that may lead to a golden age in shipbuilding.<section class="figure"><figure class="editor-figure mceNonEditable"><img src="https://static-prod.smartkarma.com/images/media/000/184/376/original/China+Dragons+and+Ships.jpg?1611539656" class="editor-image img-responsive" data-smartkarma-image-id="184376"></figure></section>This is another chapter in our Yangzijiang story. Please review our early chapters on our investment thesis and thoughts:I) <a href="https://www.smartkarma.com/insights/the-silver-lining-and-star-in-china-s-shipbuilding-cloud" target="_blank" data-smartkarma-citation="insights:40680" rel="noopener">The Silver Lining and STAR in China’s Shipbuilding Cloud</a> II) <a href="https://www.smartkarma.com/insights/yangzijiang-shipbuilding-must-be-clever-to-prosper-in-a-government-regulated-industry-part-2" target="_blank" data-smartkarma-citation="insights:41446" rel="noopener">Yangzijiang Shipbuilding Must Be Clever to Prosper In A Government Regulated Industry (Part 2)</a>III) <a href="https://www.smartkarma.com/insights/what-s-the-barrier-to-entry-that-benefits-yangzijiang-china-financier-of-last-resort" target="_blank" data-smartkarma-citation="insights:42232" rel="noopener">What's The Barrier to Entry That Benefits Yangzijiang? China Financier Of Last Resort?</a> IV) <a href="https://www.smartkarma.com/insights/the-softbank-lng-whale-big-game-changer-for-yangzijiang-shipbuilding" target="_blank" data-smartkarma-citation="insights:43293" rel="noopener">The “Softbank LNG Whale” – Big Game Changer For Yangzijiang Shipbuilding</a> V) <a href="https://www.smartkarma.com/insights/yangzijiang-16-billion-of-shadow-banking-loans-a-premier-china-bdc-private-lender" target="_blank" data-smartkarma-citation="insights:44203" rel="noopener">Yangzijiang – 16 Billion Of Shadow Banking Loans – A Premier China “BDC / Private Lender”</a> VI) <a href="https://www.smartkarma.com/insights/yangzijiang-china-s-private-credit-shadow-banker-beijing-new-risk-paradigm-debt-default-tailwind" target="_blank" data-smartkarma-citation="insights:45600" rel="noopener">Yangzijiang–China’s Private Credit/Shadow Banker: Beijing New Risk Paradigm &amp; Debt Default Tailwind</a>VII) <a href="https://www.smartkarma.com/insights/yangzijiang-happy-new-year-give-us-back-our-stock-or-we-will-pay-you-a-dividend" target="_blank" data-smartkarma-citation="insights:46895" rel="noopener">Yangzijiang – Happy New Year: Give Us Back Our Stock Or We Will Pay You A Dividend</a>

Due to COVID-19 the shipbuilding industry in China and perhaps among other countries like, Korea and Japan may shrink to levels that may lead to a golden age in shipbuilding.This is another chapter in our Yangzijiang story. Please review our early chapters on our investment thesis and thoughts:I) The Silver Lining and STAR in China’s Shipbuilding Cloud II) Yangzijiang Shipbuilding Must Be Clever to Prosper In A Government Regulated Industry (Part 2)III) What's The Barrier to Entry That Benefits Yangzijiang? China Financier Of Last Resort? IV) The “Softbank LNG Whale” – Big Game Changer For Yangzijiang Shipbuilding V) Yangzijiang – 16 Billion Of Shadow Banking Loans – A Premier China “BDC / Private Lender” VI) Yangzijiang–China’s Private Credit/Shadow Banker: Beijing New Risk Paradigm &amp; Debt Default TailwindVII) Yangzijiang – Happy New Year: Give Us Back Our Stock Or We Will Pay You A Dividend 

Yangzijiang - COVID Accelerating Shipbuilding Consolidation