Here's Yangzijiang's most unique advantage against peers

More slots to fill in for 2015.

According to Macquarie Research, slot availability is likely going to be a unique advantage inYangzijiang's favour. 

Here's more:

After analysing the orderbooks of top regional yards, we find that YZJ is one of the few to still have available slots for 2015 delivery. YZJ will also benefit from the pricing recovery that has taken place since June.

Many of the 1H2013 orders within China were concentrated at SOE yards on highly onerous terms, and we expect this irrational competition to dissipate with top yards already having their fill.

BoCom Leasing’s potential order at YZJ (after earlier ordering at other SOE yards) is testament to this emerging trend. We expect YZJ to show a convincing rebound in new orders to US$2.3bn for 2013 (2012: US$294m).