UncleFollower

UncleFollower | Joined since 2019-08-15

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Stock

2023-03-21 14:10 | Report Abuse

@zhejiangxd

That’s really a dumb question bro lol

You should ask instead why EPF holds almost 17% or >$1B in 1 Yinson among almost a thousand Bursa counters, and 1 which has no national security significance nor bumi agenda

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2023-03-20 14:42 | Report Abuse

how will the US banks collapse affect Yinson?

2 days ago

Barring a full blown crisis, net positive, fundamental wise

1. Not affected by short-term oil fluctuations. 100B order book sufficient to ride out any oil crisis in the event of prolonged downturn

2. Business model is built on debt. Bank crisis you are happier to owe money. Financial crisis Fed slash rates lower debt cost, while revenue stable/ strong counter-parties as proven over negative oil price period.

That's on the business aspect. Share price wise, whole market down it won't be up. No need ask lol

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2023-03-17 14:53 | Report Abuse

For good karma I added some Armada yesterday...not sure what it means but since Karma so happening in Armada thread lol

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2023-03-17 14:50 | Report Abuse

Yinson is at a turning point as everyone can see. Question is whether everyone has the patience

Jan'23 - Anna Nery time charter has commenced at 90% pending first oil, possibly happened already pending announcement with results release

Jun'24 - Atlanta first oil

Jun'25 - Maria Quiteria first oil

Mar'26 - Agogo first oil

Fuyoh cashflow generating machine

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2023-03-17 14:29 | Report Abuse

Tis the premium to pay for quality, stability, management, etc...

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2023-03-16 11:00 | Report Abuse

Or should I stick with adding Yinson, good management, good people, no Karma

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2023-03-16 11:00 | Report Abuse

Suddenly Armada thread flooded with talks of Karma

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2023-03-16 10:59 | Report Abuse

I want to buy Armada...but, can someone explain what did Armada do? Why is it a Karma stock? Buy will get Karma?

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2023-03-10 23:57 | Report Abuse

Can’t really think of any case where SBB of this scale actually worked to move the share price. But this is Bursas only direct oil play ex futures. Looking pretty solid but so far range bound. Observe & monitor first. Liquid counter easy in easy out

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2023-03-10 23:54 | Report Abuse

Still cheap, doesn’t need much news. Earnings set to rise as the 1B outstanding job in hand has less than 2 years to be completed and recognised. It’s gonna be dull for as long as it fails to secure any exciting jobs…Pan Borneo…MRT3…even the retendered flood works…

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2023-03-10 23:51 | Report Abuse

It does, emotionally. So far so good hope I’m not missing anything. To be fair relative to the broader market, it is what it is, Agogo included. Its appeal is the pristine track record

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2023-03-09 16:09 | Report Abuse

It looks like it wants to test support at 2.60 before breaking 2.700 multi-weeks resistance. Mother share still small movements, solid

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2023-03-09 16:08 | Report Abuse

Managed to buy back warrants sold earlier, and continue to add to mother share position, good luck

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2023-02-28 13:12 | Report Abuse

Yinson NEVER disappoints

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2023-02-28 13:10 | Report Abuse

Why buy Velesto, Armada, when there is Yinson?

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2023-02-28 13:09 | Report Abuse

Yinson is pleased to announce that, on 27 February 2023, Yinson Azalea Production Pte Ltd and Yinson Azalea Operações Angola - Prestação de Serviços, (SU), LDA, each an indirect wholly owned subsidiary of Yinson, have entered into the Contract with Eni for the provision of a floating, production, storage and offloading vessel to be deployed for the Agogo Integrated West Hub Development Project, located in the West Hub part of Block 15/06 in Angola (“Agogo FPSO”) to process hydrocarbons; and provision of operation and maintenance services for the Agogo FPSO respectively.

Pursuant to the Contract, the term of the charter is for a fixed period of 5,479 days or approximately 15 years, with the option to extend the term of the charter for up to five (5) years thereafter. The estimated aggregate value of the Contract is approximately USD5.3 billion or equivalent of RM23.6 billion (inclusive of an optional 5 years extension period).

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2023-02-23 10:58 | Report Abuse

GABUNGAN AQRS: (AQRS MK, CP: MYR0.32, Not Rated) Ended the year with a bang
Maybank IBG Retail Research

Gabungan AQRS’ 4Q22 PATMI grew 6% YoY to MYR5.6m, which brought FY22 PATMI to MYR20.8m (+26% YoY). Excluding net exceptional losses, its FY22 core PATMI amounted to MYR25.4m (+31% YoY). The group recorded net exceptional loss of MYR2.9m a year ago. No dividend was declared for the quarter.

The stronger FY22 results were mainly driven by its property development segment, of which segmental revenue and PBT grew 127% and 250% YoY respectively thanks to contribution from its E’Island Lake Haven development. This more than offset the weaker contribution from its construction segment which was impacted by higher operating costs.

Moving forward, earnings would be supported by its strong pipeline. Note that its construction segment has an outstanding order book of MYR1b, while its property development segment has an unbilled order book of MYR353.9m. Backed by this, the street is forecasting a robust 65% 3-year EPS CAGR for FY22-25.

Brokers are Positive on the stock with four Buy calls. The mean target price is MYR0.43. At current price, the stock is trading at 4.3x FY23E consensus EPS. In comparison, the Bursa Malaysia Construction Index trades at a prospective FY23E PER of 13x. Balance sheet wise, its net gearing ratio stood at 0.2x as at end-Dec 2022.

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2023-02-20 12:57 | Report Abuse

This strongly suggests a larger upfront payment than analysts expect.

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2023-02-20 12:56 | Report Abuse

Extended by another 8 days

But, what kind of Msia company does a RM 1.374B contract in a matter of 3 months?

WOW

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2023-02-20 12:54 | Report Abuse

On 5th December

A summary of the salient terms of the APA is as follows:
a) The tenure of the APA is for a period of 60 days or approximately two (2) months from the Effective Date of the APA.
b) The estimated aggregate value of the APA is approximately USD218 million (equivalent to approximately RM956 million), subject to the terms and condition of the APA.

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2023-02-20 12:53 | Report Abuse

The estimated aggregate value of the APA is approximately USD 310 million (equivalent to approximately RM1,374 million), subject to the terms and condition of the APA.

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2023-02-20 12:53 | Report Abuse

On 17 February 2023, ENI Angola S.P.A. has entered into an agreement with YAPPL to further extend the tenure of the APA from 20 February 2023 to 28 February 2023 (“APA Extension”). Save for the extension of the tenure and the estimated aggregate value, the terms under the APA remain unchanged and applicable to this APA Extension.

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2023-02-16 17:42 | Report Abuse

More of a gravestone doji...yeah not good. Let's see tmr. Hopefully no news is good news that theres something we dont know for the volume surge

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2023-02-16 14:22 | Report Abuse

2.5 trading days to completion date of US$200M prelim contract

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2023-02-16 14:21 | Report Abuse

Yeah, hard to tell it's real or fake block. It's not that much, could be retailers like us who got it at mid-20s cashing out. Beautiful volume beautiful breakout this one long time in the making

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2023-02-10 14:16 | Report Abuse

so which do you have more exposure, Yinson or Armada

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2023-02-10 14:16 | Report Abuse

You very hardworking checking their media release everyday ya good on you

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2023-02-08 20:12 | Report Abuse

For all practical purposes you can disregard KWAP's move. If you want to, you can watch EPF (internal fund management). EPF has been a strong supporter of Yinson from the very beginning and they are in it for the long term. EPF's external fund managers on the other hand may buy/ sell depending on market sentiment

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2023-02-08 20:09 | Report Abuse

It's more likely the other way round...EPF has been selling down and probably still selling if not done with their <5%. Above 30c however EPF could buy back on uptrend, especially if AQRS's fundamentals improve. This is what EPF does. U can laugh and say they buy high sell low, but most of the time they are right. They ride the uptrend and cut on the way down

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2023-01-26 21:09 | Report Abuse

To clarify, that was my reply to a message since deleted whcih suggested order book is close to 6B. Yinson has US16B order book wasn’t referring to market cap. Agree with the comment above, 10B not a problem. Market holding it back now in case of any negative surprise from Agogo

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2023-01-13 15:52 | Report Abuse

Correction, more like 16B USD, not 6

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2022-12-02 11:24 | Report Abuse

The long wait is over. Congratulasi

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2022-11-17 20:51 | Report Abuse

VS is a controlled stock, it moves when it moves

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2022-11-17 20:45 | Report Abuse

haha yup always respect the market dont fight the market

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2022-11-17 13:59 | Report Abuse

Did you realise that at this price AQRS is trading very close to its cash value per share, granted the cash are pledged for loans but it will all be released upon project completion.

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2022-11-16 20:48 | Report Abuse

Good project better than expected. 100acres land 1000units single storey easy high margin. Well done AQRS you still got it. Ini kalilah

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2022-11-11 16:39 | Report Abuse

Good video, good company



InsiderShark

https://www.youtube.com/watch?v=MCR6pVwylys

2 days ago

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2022-11-11 16:38 | Report Abuse

impeccable timing

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2022-11-08 17:51 | Report Abuse

The best refuge in this market tq Hibiscus

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2022-11-08 17:51 | Report Abuse

VS good buy now, but i dont have. Wait next quarter earnings, explode

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2022-11-08 17:50 | Report Abuse

Too many better alternatives over this

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2022-11-08 17:50 | Report Abuse

Only can fly after share conso

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2022-11-08 17:49 | Report Abuse

Time to reenter. Agogo win in 2 months, another 2 in 6 months. Best giler

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2022-10-04 22:30 | Report Abuse

Omg thank you Hibiscus well done management limit up tomorrow

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2022-08-29 16:25 | Report Abuse

Hey...all of us selling at 1.0+ and this thing isn't falling. We are not the smart money. So tomorrow 1.10? Or LU?

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2022-08-29 13:54 | Report Abuse

The Star
Supermax



ocbc

beside insas, any more counter cash is higher than stock price ??

1 month ago

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2022-08-29 13:53 | Report Abuse

Time to relook MYEG. 1 more leg down, sapu

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2022-08-29 13:51 | Report Abuse

Locked up and waiting for construction counters play. Comon AQRS