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

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

Kinky

Pump to the right

Pump to the left

Up down Up down

Armada bills in USD.....

Oils sold in USD

Costs in any currencies other than USD

= record profits

Thanks to the FED

F4GBM

Armada ain't the same anymore

Institutional funds investable

Must believe the system is working

Must believe there was indept study of Armada before it was placed in F4GBM

*back

Armada's 1st accreditation coming from oblivion......

F4GBM index is the main reason the price up this round

License for institutional funds to buy Armada


Sustaining profitability and improving cashflow were known since last few quarters

In fact screwed up a tad in these 2 in coming quarters will cause the price to drop coz priced in d

The only thing good about TaWin is its kinky logo

F4GBM index

What is worst than a lousy company ?

A lousy company with frustrated weak minor shareholders

Looks like the ones in trouble are TaWin small shareholders

TESLA made record deliveries.....

Institution funds buying...

Progress made is good

But this the thing that made a difference

A recognition

OrlandoOilSemiconIoT

Armada made it into that F4GBM index

Tis round up due institutions buying?

5 days ago

FCUK Karim

These 2 would have gone to that pariah late serba dinamik

Big finance required

SD resorted to con

Cooper price going to go through the roof

Will TW get it right this time?

https://www.thestar.com.my/news/world/2023/01/11/peru039s-mining-south-rocked-by-violence-braces-for-039endless-battle039

Irradiation cross linked is high tech??

Don't see any highly qualified engineers or hitech equipment in their factory that suggest that their copper products are high tech or high end

Metal in general bull run

See MSC

TA is perceive a proxy of copper

Copper bull run

Secret to happiness

Follow DNEX shareholders

DNEX shareholders are a happy lot

Not demanding

Announcement like that is taken as good news up 10%

Fireworks all round

Ok... take care

DNEX contradicting itself?

If DNEX acknowledged the SHA and softened its stand then.... maybe....


But the arbitration is still on.....

CGP is pissed off?


Who will not........

First business of the day is very unlikely to extend the LTA.....

DNEX has acknowledged the term on directors in the SHA weaking its stand and case somewhat.....

At current price even those staunch who bought and participated
in the RI BI and hold are starting to make a loss?

From high hope for a huge profit then to just hope for capital preservation now

So sold or selling at current price?

In the meantime blood bath

Margin calls beget margin calls

Don't think will get a reply

Anyway do u have the telephone nos or email address?

New electricity tariff kena or not?

TW copper rather electricity intensive

Ain't PBB then it is a small hoohaa......

Looks like it ain't PBB...

Don't be confused

It is BJCORP buying not VT buying the target finance co

VT can freely spend the sale proceed from 400m shares

How to stop it just nice at 51%?

No MGO

On second thought can get 75%

All PBB shareholders will sell

MGO

Can get 51% of PBB?

Late Tan Sri THP was a fabulous banker

VT?

Sure PBB will b in good hands?

Buy which bank o?

PBB?

51% price tag RM 40+ B

Can digest?

Steep learning curve