Hoho oh recalled yr Harta is averaging down from 2022 to 2024 until in Profit , but during debate on Harta forum at RM 5.80 on early 2022 :

1.) you Promoted saying you knew the product cost , a forumer ask u what is the cost ? You just said had visited the Plant . But you did not know the ASP movement, I said ASP Shl be bottoming starting March 2022 !

2.) just like top 4 list screenshots be manipulated with individual stock list .

Harta is Averaging down on 3 years period with Profit is based on yr investing strategies and capital … and also might be swapping of capital from other stocks , that each stocks result Shl be impressive in Profit .

3.) Agreed on not all in at one time .. as my calculated risk stock : In ratio : 40: 30: 30 and Out ratio : 30 :30 : 40 .

Anyway thanks for sharing yr investing skill n strategy, forumers n I will learned during read thru !

Hoho further to Glove rally during pandemic ( China started Feb 2020 , Malaysia started March 2020 ) …I did made profit on Kossan and Comfort.

I did a study on Demand vs Supply of 7 local nitrile gloves companies posted on August 2020 that supply shl be fulfilled demand by netx 12 months from August 2020 .

And posted TG TP RM 3.40 on 4/12/2020 , ard 2 weeks earlier than JPM TP RM 3.50 .


—

The firm said Covid-19 cases in the US had increased beyond expectations.



As a result, it estimated that glove demand had increased in the US, causing further depletion in global stock levels.



>> "Our estimates show that global stock levels could have declined by an additional two per cent to 10.8 billion pieces. This is enough for 15 days of demand (previously 15.2 days) and much lower than the prepandemic 60-day average," it added.



From July 8-12, the number of new cases rose to above 60,000 per day.



As of July 12, the total new cases increased by 367,000 or 24 per cent on a month-to-date basis to 3.27 million.



"As Covid-19 cases remain high in the US, demand for gloves should stay exceptionally strong, given its importance in protecting healthcare workers.



"As the US is the world's biggest glove consumer, its stubbornly high number of cases means that demand for gloves should continue to rise," RHB Research said.


>>>



global stock level 10.8 billion for 15 days demand during Pandemic.



Haha according to nanyang news in July2020 , China has donated 26.0 billion hand gloves n 620 million face mask to US.



-----



10.8 b x 2x12 months = 259.2 billion demand for netx 12 months starting August 2020 .



>> Note : 10.8 b x2 x 12 = 259.2 billion is to meet the Demand contract order for queing 1 year start from August 2020 . It is additional 129.6 billion pieces .



## Hartalega Holdings Bhd executive chairman Kuan Kam Hon said :
Demand of 120 billion more pieces of gloves in the Netx 3 years



> Haha what a coincidentally figure demand 120 billion more pieces in the Netx 3 years , can 259.2 billion pieces being produce in 1 year which included the additional demand qty 129.6 billion .


----



haha lets do a research study on following gloves companies 1 year production capacity on Nitrile gloves only :



a.)Top glove : 50 % nitrile , output 84.1 billion/ year towards end 2020 , and expect change to 60 % nitrile .



84.1 b x 0.6 = 50.46 billion



b.) Hartalega : 95 % nitrile, yearly output 24.5 billion .



24.5 b x 0.95 = 23.28 billion



c.) Supermax: 90 % nitrile, yearly output 27.4 billion.



27.4 b x 0.9 = 24.66 billion



d.) Kossan : 75 % nitrile , yearly output 32.0 billion.



32.0 b x 0.75 = 24.0 billion



>>> Big 4 total nitrile gloves output for 12 months = 50.46 +23.28 + 24.66 + 24 = 122.4 billion.



Others gloves company :



1.) Comfort : 60 % nitrile, yearly output 5.9 billion .



5.9 b x 0.6 = 3.54 billion



2.) YTY : captured 11 % nitrile market since 2011 , estimated 18 % in 2020 :


259.2 b x 0.18 = 46.66 billion



3. Smart Gloves : 95 % nitrile, yearly output 8.2 billion


8.2 b x 0.95 = 7.79 billion.



## Just these 7 glove companies 12 months output ( 1 year ) = 122.4 +3.54 + 46.66 + 7.79 = 180.39 billion .



### 180.39 b / 259.2 b =69.6 % of world nitrile gloves consumption for the netx 12 months from August 2020 .



note : YTY in under Indonesia mother company group.

Hoho Thanks .. will need time to read thru and digest.

For me .. Remember Do 3 Own : Own Homework, Own Analysis and Own DecisionS as only you know your Risk level .

DecisionS: is changed Upon new information, new facts n figures.

As I had posted earlier on Nestle Moat n yr Harta :

1.) Nestle : Moat on ROE

ROE (ROIC: 59.2) 85.93 %
Dividend Per Share (DPS) 233.0 sen
Dividend Yield (DY) 2.32 %

Only those bought 15 years ago shl benefited the most …and is not a Best Buy now ..

And with information that the CEO Mark Schneider is replaced on August 2024 due to weak sales growth and worries about slowing product development.


2.) As reply to those Kon on debated against u on Harta at RM 5.80 on early 2022 :

I am posted each person investing strategies is different with different capabilities.

Although at RM 5.80 … with the dividend payout n you capable to average down , Shl be average to current market price.

Your post is proven on these n even in Profit .

Hoho oh btw I had debated against u in Harta at RM 5.80 on early 2022 … knew what u understand n what u not understand!

Hoho ok Shl stop now .tq .

Post removed.Why?

Hoho the Last one .. 2 of my latest calculated risk stocks :

1.) Capital A : Did catch the Lowest RM 0.56 in Capital A .. my cost is RM 0.58 .. cheers ..

2.) Jaks : catched the Bottom Fishing at RM 0.185 on April 2023 ( after Sslleee posted sold Jaks on April 2023 since 2017 ) ... Up to RM 0.225 in 2 months .. then invested at RM 0.19 on July 2023 .. Gap Up on 1/9/2023 to RM 0.245 …

As said earlier 2025 Shl be Jaks year .. since LSS5 Tender RFP dateline is brought forward to 25/7/2024 from December 2024 .. focus back to Jaks .

Hoho I am not like those Kon play wayang to promote :

1.) Netx
2.) SCIB
3.) Insas
4.) Omesti
5.) Hengyuan
6.) Petronm
7.) Tunepro
8.) Jtiasa

Hoho repost from Jtiasa :

Posted by Mikecyc > 1 hour ago | Report Abuse

Haha I had posted in Jaks forum :

1.) let’s wait for QR ended March to be released as Vietnam regulators had taken action on 2 famous business men on corruption ( 1 lady n 1 man ) both not in Power industry.

Note : Toyo Vietnam power plant contract is terminated on 5/7/2024 due to financial!

Mikecyc
45,890 posts

Posted by Mikecyc > 1 hour ago | Report Abuse

Haha I am posted also let’s see LSS5 2000 MW , EPCC RM 7.2 billion tender award is scheduled to be announced on November 2024 …

Jaks LSS4 50 MW in Penang is COD on August 2023 … won the CGPP 30 MW on August 2023 … if can succeed in LSS5 tender 200 to 500 MW , then Jaks Shl only started showing the MOAT of efficient scale diversified into RE Solar industry!

Post removed.Why?

Hoho ok Shl stop posting here .. back to TSH n Jtiasa .. both Conartist Callvin n Konartist sslleee !

Post removed.Why?

Hoho agreed , remember when u asked me on investing .. my reply :

Divided into 2 categories:

1.) Growth n Dividend stock

2.) Calculated risk stock

Hoho Konartist sslleee no facts n figures on Yinson ke ?

So u said Waves 2 is coming .. Price will be down to Lower Low ke ???🤣🤣🤣🤔

Oh Ularsawa Ori id is Dragonslayer (posted in Lambo but is banned permanently oredi ) .

Hoho just noted Lambo is delisted on 8/10/2024 … no wander so mad le ! Will stop reply u .. calm down Jedi !🤣

Hoho kacau like Ularsawa without facts n figures!

Hoho I still having my old records in another hphone le …including the last post on u during I had given face to u not to kacau my case study forum le ( not labelled as Kon yet as in Netx u r a Negative commentator n I did not post in Lambo ).

Hoho i tried to search who r u JediMaster1 ? There is Jedi1985 linked to Alibaba / Scenery …in Lambo , delisted ke .

I did not kacau Lambo le .. is ssleeee paid macai Ularsawa le ..recalled u said CutWin Lambo in Netx , won 500 % le !👍

Hoho why Jedi planet became zero value … delisted ke !🤣

Post removed.Why?

Assets :

Non current contract asset : RM 11,389 m

Current contract asset : RM 544 m

Total Contract asset = RM 11,933 m


Total Loans n Borrowings = RM 19,580 m

USD Loans n Borrowings interest is 12 % n 13.88 % ( AR FY24 )

Hoho no worries.. can disposed asset le :

1.) OSV business .

2.) FPSO Anna Nery 1st Oil on May 2023 … equity is reduced from 75 % to 64 % recently.

KonLee know how much revenue n profit is affected??

Yinson FY2024 Annual Report:

1.) Loss from net investment Hedge , ( RM 125 million)

2.) Reclassification of changes in fair value of cash flow hedges , ( RM 180 million) .

3.) Interest expenses on Loans n Borrowing = RM 1,118 million.

Hoho what is the impact of USD to RM currency exchange rate on the Profit result ? And how much is going to be Loss in Hedge ??

USD to MYR Chart
-8.72%
(1Y)
US Dollar to Malaysian Ringgit
1 USD = 4.36129 MYR
Oct 28, 2024 at 08:16 UTC

The group, via Yinson Production, has nine floating assets including two en-route for delivery, with a total order book of over US$22 billion (RM94.69 billion) lasting until 2048.

Of the two vessels, FPSO Atlanta, which is serving client Enauta, is still awaiting go-ahead for first oil, according to news reports in September. That 50,000-bpd vessel arrived in the👉 Atlanta field offshore Brazil in May, and was initially expected to be commissioned in February this year.

Another FPSO, the 120,000-bpd Agogo for client Azule Energy is expected to be completed by 2025 for commissioning by 2026, according to Yinson's investor presentation. 

Hoho oredi 64++ …

Hoho that’s why became a Konartist on 2020 after Xingquin is delisted on September 2019 !🤔🤣

Hoho Thats why Yinson is also thirst for New FPSO order as :

FPSO Anna Nery is contributing ard 50 % , where as the other 5 Operating FPSO are contributing 50 % ( ie : illustration > each one contributing 10 % only ) .


But Assets :

Non current contract asset : RM 11,389 m

Current contract asset : RM 544 m

Total Contract asset = RM 11,933 m


Total Loans n Borrowings = RM 19,580 m

USD Loans n Borrowings interest is 12 % n 13.88 % ( AR FY24 )

Hoho is this the reason why new investor interested in FPSO Anna Nery , invested 11% recently and Yinson is thirst for Cash …

Started Selling Asset … on FPSO equity% n OSV business!

Hoho recalled MrK2Y posted : he had wrote to be a BOD but is rejected… and the price is Down due to the information released!

Hoho why u no facts n figures on Yinson ??

Hoho as posted earlier, Jaks price is pressed down to prevent Mr K2Y Take Over intention with 30 % share on end 2017 .. he lost ard 89 .% of his investment Capital due to Margin Call .

RI in warrant B is issued on 2018 which maturity on End 2023 is also to prevent the Take Over !




—

Still want to post nonsense news for Jaks in yinson thread.

The simple question to ask you to answer is this, why is Jaks share price higher before the plant is commissioner and lower after, while yinson price is lower before fpso deployed and higher after fpso hit first oil. Which one is more logical and natural

Hoho you don’t know Yinson DRP plan ? Oredi listed le !🤣

Hoho this is interesting le n worrying:

> On 7 May 2023, Yinson Production delivered FPSO Anna Nery. Since first oil was achieved, FPSO Anna Nery has been delivering impressive operational results. In FYE 2024, FPSO Anna Nery contributed RM1.2 billion* and RM547 million* in FPSO Operations revenue and PAT respectively.


Segment information:

> For the 12 months period ended January 2024 :

> FPSO Operations: Gross Revenue 2769 million- Elimination 431 million = 2338 million

Results: + 1394 million


> For the 6 months period ended July 2024 :

>FPSO Operations: Gross Revenue 2904 million- Elimination 1521 million = 1303 million

Results: + 810 million


👉👉Question: is FPSO Anna Nery contributing ard 50 % Revenue n Profit out of the 6 Operating FPSO ? ( excluded FPSO Atlanta n FPSO Maria ) . ? 😱

And the ownership is reduced from 75 % to 64 % recently!


—-
Yinson :


FPSO Jak : 74 %

FPSO Helang : 100 %

FPSO Abigail : 100 %

FPSO Anna Nery : 75 % ( recently is reduced to 64 % , 1st oil on May 2023 ) .

FPSO Atlanta : 100 % ( initial 1st oil is scheduled by Feb 2024 .. then August 2024 .. then ?? )

FPSO Maria : 100 % ( 1st oil on October 2024 )

FPSO Agogo : 100 % ( still in Construction, 1st oil is scheduled by early 2026 )

FPSO Lam Son : 49 %

FSO Bien : 49 %

Hoho the difference : Jaks lowest price RM 0.12 … Now is RM 0.13 ..

—-

Posted by Sslee > 27 minutes ago | Report Abuse

Aiyoyo Mike-tikus do not know you can either opt for cash dividend or dividend reinvestment plan.
Jaks AGM already approved dividend reinvestment plan but so far satu biji telor pun tak ada tapi minta duit dari investors or shareholders banyak pandai PP or RI.🤣🤣🙄

Yinson :

QR ended July 2024 :

Segment information : RM million

> For the 6 months period ended July 2024 :

1.) Renewable : Gross Revenue 66 million- Elimination 1 million = 65 million

Results : + 9 million.


2.) Green Technology: Gross Revenue 26 million- Elimination 19 million = 7 million

Results: - 22 million


3.) Other Operations : Gross Revenue 459 million- Elimination 458 million = 1 million

Results: - 47 million


👉4.) FPSO Operations: Gross Revenue 2904 million- Elimination 1521 million = 1303 million

Results: + 810 million




-

For the 6 months period ended July2023 :

> 1.) Renewable : Gross Revenue 36 million- Elimination 0 = 36 million

Results : - 5 million


2.) Green Technology: Gross Revenue 26 million- Elimination 19 million = 7 million

Results: - 22 million


3.) Other Operations : Gross Revenue 379million- Elimination 377 million = 2 million

Results: - 116 million


👉4.) FPSO Operations: Gross Revenue 1290 million- Elimination 283 million = 1007 million

Results: + 581 million

How a Dividend Reinvestment Plan Works

A Dividend Reinvestment Plan, or DRIP, is the process of automatically reinvesting dividends into additional whole and fractional shares of a company's stock.


One of the ways investors can see growth in their portfolios is through compounding returns. By reinvesting dividends earned from their investments, over time, investors can potentially experience portfolio growth through this compounding effect.

One strategy an investor can use to compound their returns is through a dividend reinvestment plan, or DRIP. A DRIP automatically reinvests dividends to purchase additional shares of a security. With a DRIP, an investor's cash dividends and capital gains distributions are reinvested into their account automatically, helping them accumulate more shares of the same stock, at no charge.

👉And because DRIPs are automatic, they can save investors time.

Hoho just in time to catch ‘tis aka id being banned …so fast followed Huangbk72 post ..KonLee what happened to ur konPet, mentally or taken wrong medicine like u …

—

MikecycFccukOwnEmak
MikecycFccukOwnEmak | Joined since 2024-10-25


This account has been banned for violating the Terms and Conditions of Use or Community Standards of this portal.
Investing Experience -
Risk Profile -


Posted by MikecycFccukOwnEmak > 10 minutes ago | Report Abuse
@ Eddy365....70 years old mother .. is sleeping with 75 years old MPPJ longkang superviosr SAMY VELLOO.. 
Her cee bai cannot KAN LIOW 
so KAM LAN*CHIO only

Hoho why yr aka id MrHuangbk is banned permanently , just being banned recently! Posted TinKosong n rubbish threads … used similar / abusive id to post abusive n unethical contents!


—

Posted by Huangbk72 > 34 seconds ago | Report Abuse

Hahahha.. Miketikus still sniping from afar. No bola to post in Jaks ?

My record is for all to see:
1) critique Serba from 60/50c
2) critique SAP from 5/6c
3) critique Jaks from 19/20c

Never hide.. unlike Miketikus aka Mr Fake facts 😁

Btw.. Miketikus keep work harder trying to delete my posts ya. Everyone know you have tons of aka 🤣

Hoho as posted :

Types of corporate proposal Others
Details of corporate proposal DIVIDEND REINVESTMENT PLAN IN RESPECT OF THE FINAL SINGLE TIER DIVIDEND FOR FINANCIAL YEAR ENDED 31 JANUARY 2024
No. of shares issued under this corporate proposal 9,629,358
Issue price per share ($$) Malaysian Ringgit (MYR) 2.3600
Par Value($$) (if applicable)

—-

Posted by Philip ( buy what you understand) > 41 minutes ago | Report Abuse

What do you mean dividend can see but cannot touch? You mean you never receive yinson dividends in the mail?

Hoho it is an important info n figure to the forumers , no hiding unless u don’t know lo .

—

Posted by Philip ( buy what you understand) > 26 minutes ago | Report Abuse

Don't be obtuse. That's exactly what ORDER book means. Hide what? Are you really so bored that you want to pick little details which makes zero sense? The important thing is to look at yinson ability to service the debt load.

>>>>>>
Johnchew5

Hoho why hiding Yinson orderbook 22b usd is until 2048

Hoho another reasons of SBB ..

Hoho Dividend can see but cannot touch !

—

Additional Listing Announcement /Subdivision of Shares

YINSON HOLDINGS BERHAD

1. Details of Corporate Proposal

Involve issuance of new type/class of securities ? No
Types of corporate proposal Others
Details of corporate proposal DIVIDEND REINVESTMENT PLAN IN RESPECT OF THE FINAL SINGLE TIER DIVIDEND FOR FINANCIAL YEAR ENDED 31 JANUARY 2024
No. of shares issued under this corporate proposal 9,629,358
Issue price per share ($$) Malaysian Ringgit (MYR) 2.3600
Par Value($$) (if applicable)

Hoho one of the reasons on SBB ?

Additional Listing Announcement /Subdivision of Shares

YINSON HOLDINGS BERHAD

1. Details of Corporate Proposal

Involve issuance of new type/class of securities ? No
Types of corporate proposal ESOS
Details of corporate proposal Employees' Share Scheme
No. of shares issued under this corporate proposal 52,600
Issue price per share ($$) Malaysian Ringgit (MYR) 1.9900
Par Value($$) (if applicable)

Hoho KonLee now play double headSnake ke … remember u defended Philipp during he posted Serba subsidiaries screenshots, I queried on the variance of his thread content n the screenshots!🤣

Hoho no wander the Edge article on Financial Report ..respect the cfo .

Just hope not like TDM .. during the New Auditor on 2019 , rectified mis- location issues.. 2019 is in Huge Loss , rectified 2018 from Profit to Loss … 2020 , 2021 , 2022 is in Loss !

Yinson :

QR ended July 2024 :

Segment information : RM million

> For the 6 months period ended July 2024 :

1.) Renewable : Gross Revenue 66 million- Elimination 1 million = 65 million

Results : + 9 million.


2.) Green Technology: Gross Revenue 26 million- Elimination 19 million = 7 million

Results: - 22 million


3.) Other Operations : Gross Revenue 459 million- Elimination 458 million = 1 million

Results: - 47 million


-

For the 6 months period ended July2023 :

> 1.) Renewable : Gross Revenue 36 million- Elimination 0 = 36 million

Results : - 5 million


2.) Green Technology: Gross Revenue 26 million- Elimination 19 million = 7 million

Results: - 22 million


3.) Other Operations : Gross Revenue 379million- Elimination 377 million = 2 million

Results: - 116 million

Hoho why hiding Yinson orderbook 22b usd is until 2048 ….


—-


Posted by Philip ( buy what you understand) > 21 hours ago | Report Abuse

unlike jaks here you are posted purely different story. The borrowings are to move forward the EPCC and FPSO construction which is a loan with 18.5 years debt period which provides cashflow ease to yinson. The "window" dressing you should be putting is this.

Yinson orderbook 22b usd. Debt to complete , per FPSO is around 650-800M (since yinson build theirs in China and Singapore), their total debt load is about 5B+ USD.

The main question to ask is IF yinson is able to bring

Yinson

QR July 2024 :

1.) Share of Profit of Joint Venture: RM 7 million

Question: From the 2 FPSO ( 49 % ) ?still keep in Overseas per FPSO operation location??

2.) Share of ( Loss ) of associates : ( RM 3 million) … worst .. from which business segment??