Yangzijiang Shipbuilding shares are highlighted by CGS International analysts for an attractive risk-reward profile, potentially offering a 6.6% dividend yield in 2027. Analysts forecast robust revenue growth driven by contract deliveries and capacity expansion, leading to a raised target price of S$5.10. Shares rose 5.9% to S$3.95.

Oil prices extended gains, with Brent crude topping $94 a barrel, its highest in nearly seven weeks, following President Trump's comments on Iran. Disruptions in the Strait of Hormuz, Bab el-Mandeb Strait, and the Caspian Pipeline Consortium's Black Sea terminal are contributing factors. ING analysts suggest Brent at just over $91 is undervalued given these persistent disruptions.

International Container Terminal Services (ICTSI) is expected to see strong 2Q recurring income growth of 30% year-on-year, according to SB Equities. This is attributed to sustained volume growth from new terminals in Batam and Durban, tariff adjustments, and a better container mix. A 26-year contract extension in Melbourne enhances long-term earnings visibility. SB Equities raised its rating to 'add' with a target price of 1,072.50 pesos, though shares were down 3.8% at 961.00 pesos.