Why existing operations which the management is familiar with keep making losses??

Lost for words Cannot explain the loss again

Deadly

Tell a fantastic macro story MEGA TREND

At micro level keeps burning cash with little progress to show

Yinsons bank borrowings also treated more favorably by IB?

All Yinsons bank borrowings are non-recourse?

How about Armadas?

Possibility previous bargain purchase profit of 300+m will be reversed in tis QR to be announced😟

Is CGP is disappointed enough ? 🤔

DNEX/SilTerra just have to hold on for a while

Fab future gonna be very bright

USA has a plan to bomb to blow up Taiwan TSMC

So... this is how a battered quarter looks like

No bad la.. battered quarter o

Oils prices were high

New capacities doing their gestation...

Sell lands to par down interest

If price goes lower will get some

Dividend yield is ok

More important price already 50% ipo

And a battered quarter means making 10m

Now u know the importance of F4GBM

Do not stick ur head into the sand (and feel so good about urself)... pay attention to the big picture



Posted by OrlandoOilSemiconIoT > 2 months ago | Report Abuse

F4GBM

Armada ain't the same anymore

Institutional funds investable


Posted by OrlandoOilSemiconIoT > 2 months ago | Report Abuse

And begining of year institutional funds rebalancing their portfolios.....


Posted by OrlandoOilSemiconIoT > 2 months ago | Report Abuse

F4BGM

For the uninitiated...

This is any 4 star hotel wet dream... serving 7500 daily

Tis ain't a small good news

Imagine covering 7500 people's food & accommodation daily

MYEG wins tender for workers village in Penang


7500

This will add on around RM 100m a year to MYEG revenue


And cost is low coz it ain't gonna be a 4 star hotel

Wat u don't know won't hurt u

Wat u don't know won't hurt u

GONE case

GONE cases

PMX will get to see people at high level in China

Unlike embarrassing trip to Saudi

PMX gone over to China

Problem with CGP will be settled?

15%

To help Asiapoly to avoid future losses or to help Ta Win to maximize future profits ??


Bursa think premium paid hard to justify ??

15%... So the last of those who have profit also gone....

No hope

This round oil price drop is not to due to demand and supply

But SVB shock wave

Going to rebound soon

If it doesn't OPEC+ will make sure by cutting production

Alao Putin has a war to finance

https://www.theedgemarkets.com/node/660150

Similarly, POSCO Holdings is planning to develop a carbon capture storage project and further expand its steel processing plant in Malaysia to support new business segments such as EV, batteries, and green energy.

U wanna speculative....

Armada announced to do just one RE.............

Armada backs from oblivion

Should be accorded due recognition

Big volume

Funds buying based speculation?

This feels like a re rating

Overdue

Conventional technical wisdom

Strong resistance will turn strong support

Will price collapse back?

Armada has ticked all the boxes

Including high ESG score

Seen sign of institutional funds buying?

Armada still so low!!!

Fellow F4BGM.. MI has gone through the roof

Indeed

Diluted

Effects.. lower %.. more deadly lower price

Loss again

Again lost till can't explain

2 factories more more losses

; ) Have admired your stamina


Good123

Too rigorous.. tak mau komen lagi. Bai bai

7 minutes ago

Armada has ticked off almost all the boxes....

When Wong said upto today MYEG has not been contacted to discuss about integration with NIIS

To read as...

For NIIS to go live by 2025 by right by NOW NIIS developer MUST contact MYEG to discuss already but no such requests

So based on Wong's assessment there is no way NIIS can be ready to go live by 2025

Wong the tech savvy professional assessment

Ngu taking up another venture

Has free time?

No worries?

Things at tawin 2 factories already kao tim?

Oil storages in China were maxed out full due to lockdowns

Russia is exporting 11,000,000 barrels per day and all taken up

Now China just reopened
..

Pricing... Sellers are calling the shots

Yes A few many times d


Timing

But now sell at 10% 20% profit may not be a good strategy....

Trend kinda clear

Momentum kinda strong


But... Faith kinda clearly weak

Trend kinda clear

Momentum kinda strong

Like

U!! again!

Whatever

Armada new normal post high gearing post Covid post Putin special operation post China lockdown post F4BGM should be PE 10x to 17x

No more discount

WTF



Whatever

Armada new normal post high gearing post Covid post Putin special operation post China lockdown post F4BGM should be PE 10x to 17x

No more discount

Yinson pe 16x.....

F4BGM

More upside...

Now there is a justifiable premium for Armada

Yinson is tying so hard to get in

THE energy sector faces intense pressure to drive the transition to a low-carbon economy. As a source of around three-quarters of global emissions, the energy sector has a hard road ahead to achieve global and national climate targets.

“The scrutiny is real. We have been getting a lot of questions from investors, financiers and other stakeholders on various environmental, social and governance (ESG) issues, but specifically on our climate strategy,” shares Lim Chern Yuan, CEO of Yinson Holdings Bhd.

“In terms of the energy sector, there is increasing pressure on companies to disclose our decarbonisation plans and ESG performance scorings, such as FTSE4Good Index, which require a minimum climate change score.”

This pressure is not a new development; those with international value chains have long seen this coming.

“Right from the start, when we engaged with potential international stakeholders, I remember some companies requesting for our ESG credentials. Although, at the time, it was more on social and governance themes, we had to demonstrate strong compliance and supply chain policies.”

“In the early days of our sustainability journey, we engaged with a stakeholder who placed high regard on ESG and climate disclosure as part of the due diligence process.

“Within the context of those discussions, we realised there were significant gaps in our processes and policies,” Lim admits.

“We realised that we needed to put in serious resources to improve our ESG processes. That accelerated the drive to implement the policies and procedures so we can support our commercial agenda as well as build our resiliency.”

Yinson emphasises that it is not an easy endeavour. “If you go to market, the details of your ESG initiatives and climate strategy will be asked. We need to demonstrate that we are making progress in mitigating the carbon emissions generated. The challenge is trying to manage this particular process and maintain the consistency and availability of data,” he shares.

“As our business grows, gathering this kind of information becomes increasingly challenging. It involves a range of internal and external stakeholders with different levels of sustainability maturity,” he adds.

So what can companies do to overcome this? “One way to address this challenge is by having the continuous implementation of digital solutions and applications to enhance the data collection, monitoring and verification process.

“The aim is to have a platform where ESG-related data can be consolidated and updated regularly. This will promote a standardised approach to data management and improve transparency in data disclosure.”

Yinson’s early embarkation on sustainability has definitely helped the company capture new opportunities and gain a competitive edge.

“We made history by successfully pricing Malaysia’s first sustainability-linked sukuk, issuing RM1bil in a five-year sustainability-linked sukuk wakalah,” Lim proudly states.

“This sustainability-linked sukuk issuance aligns with Yinson’s climate goals and performance. This shows how climate targets and action plans are now part and parcel of stakeholder expectations such as financial institutions, investors and potential clients,” he concludes.

CEO Action network

This article is contributed by members of the CEO Action Network

F4BGM

For the uninitiated...

F4BGM