Posted by thesteward > 2019-06-07 15:34 | Report Abuse

Squat to jump higher .
Aax Huat haha
My latest baby is azrb .41

Posted by MACC_jangan_tidur > 2019-09-14 19:40 | Report Abuse

Latheefa Koya pls check Yinson. Why contracts so easily won?

Posted by (US/CHN trade war doesn't matter) Philip > 2019-06-19 08:56 | Report Abuse

So funny, 95% of YINSON contract is international. Only 1 contract this year is won in Malaysia under Nippon jx. Even if MACC wanted to check, they have to go to Brazil and ask them instead.

Posted by pputeh > 2019-06-20 11:31 | Report Abuse

Patience pays. Got to learn from Philip. Thanks

Posted by thesteward > 2019-06-20 11:39 | Report Abuse

My prediction will break 6 this month

Posted by thesteward > 2019-06-20 11:44 | Report Abuse

Yinson gets so big contracts fm overseas show that international bb trust their delivery .
Takkan our Local govt sooner or later no give contract .
Not logic .
Use logic for investment n will win .
Say fm day one this stock for investment not trading.

Posted by thesteward > 2019-06-20 12:30 | Report Abuse

Wakaka see my post in 2012 till now la .
Study la
Invest fm 2012 n not trade you Huat lo .
2012 only 1.14 before RI n then many splits in between lo

Posted by apolloang > 2019-06-20 12:35 | Report Abuse

6.00 coming uncle pang

Posted by thesteward > 2019-06-20 13:00 | Report Abuse

Thanks bro Pang

Posted by TM1166 > 2019-06-20 14:36 | Report Abuse

Maybank gives a target of RM9.45 today

Posted by thesteward > 2019-06-20 14:40 | Report Abuse

Now still cheap soon rm9 !

Posted by TM1166 > 2019-06-20 14:45 | Report Abuse

Lets target at RM7 in this month first

Posted by TM1166 > 2019-06-20 14:51 | Report Abuse

RM5.80 now

Posted by siaoliao > 2019-06-20 15:07 | Report Abuse

wtf...another 11% up

Posted by thesteward > 2019-06-20 15:14 | Report Abuse

Wakaka

Posted by thesteward > 2019-06-20 15:14 | Report Abuse

Still cheap

Posted by thesteward > 2019-06-20 15:30 | Report Abuse

Whoever take profit today next month might regret kekeke

Posted by Myeye > 2019-06-20 15:45 | Report Abuse

~.~

Posted by xuxu > 2019-06-20 16:52 | Report Abuse

when EPF disposing, BUY CALL hahahaha!

Posted by thesteward > 2019-06-20 21:09 | Report Abuse

Epf sure got a trading block la . They always trade some amount la . Retailers wanna trade n buy back higher by all means la . Stock is so heavy me I invest rather than kept paying for commission la .
This stock not so many retailers la. My 2 Sen. If some major contracts announce then wanna chase again ...haha your Money your choice .

Posted by PureBULL . > 2019-06-21 02:32 | Report Abuse

Philip was very RIGHT sitting on YINSON,
the great winning stock that never disappoints when its growth cycle replays each time ...

Posted by Icon8888 > 2019-06-21 06:07 | Report Abuse

Yes it is a good pick

I studied it and like it also

Too bad didn't buy

Posted by (US/CHN trade war doesn't matter) Philip > 2019-06-21 06:38 | Report Abuse

If you look at my online portfolio where I post my investments, I don't really worry much what the market price of yinson is, I just buy quarterly when the price opportunity is reasonable and cash presents itself and the business fundamentals still stay intact.

I first started buying the stock when the share price was around 1.18.
I bought 20k share in Feb at 4.08.
Then 10k share in April at 4.57.
Then 10k share in may at 4.64.
Then 10k share in June at 5.15.

If you buy a wonderful company, it is much easier to stay invested over a long period of time. And if you know enough about the long term prospects of the company, you can buy more on large quantities without being afraid or second guessing yourself.

Hopefully in the next few years it will be my third 10 bagger that I have put meaningful money into.

I think a lot of people try to unnecessarily complicate investing with so many strategies and options and methods etc. I think if you can identify the characteristics of a wonderful businesses, you can simplify your job by searching for ones that present a fair price compared to its future potential.

I say future potential because even I am at fault of using too many assumptions in valuing companies.

Charlie munger says assume makes and ass out of u and me.

The less assumptions you have to make about a business, the easier it is to predict it's future earnings.

In yinson case I don't have to worry about cash, debt, corruption, management capability, them diworsification their business into new unknown business.

All I need to concentrate on is their capability of winning their tenders, the risks they take in those bids, the returns and profit, and how well they are competing with their peers.

Share price will take care of itself.

Posted by Icon8888 > 2019-06-21 06:44 | Report Abuse

Posted by Icon8888 > Jun 21, 2019 6:43 AM | Report Abuse X

After doing some reading only then I found out that there are only less than 20 FSPO operator in the world. So competition is not as intense as other industries or segment

That was when I formed the opinion that yinson is a good bet

Congrats for the excellent pick

Posted by Icon8888 > 2019-06-21 06:46 | Report Abuse

My exposure is through armada

Fundamentals not as solid, but offset by cheaper valuation

See how it works out

Posted by James Ng > 2019-06-21 08:31 | Report Abuse

https://klse.i3investor.com/blogs/general/211710.jsp
[转贴] [YINSON HOLDINGS BHD：充满挑战的全球经济环境及其他货币对美元的波动] - James的股票投资James Share Investing

Posted by siaoliao > 2019-06-21 09:08 | Report Abuse

yinson tongkat ali upupup

Posted by thesteward > 2019-06-21 09:21 | Report Abuse

Hold . Or even Add

Posted by thesteward > 2019-06-21 09:21 | Report Abuse

Yinson will go rm9 I believe . Maybank tp is over rm9

Posted by thesteward > 2019-06-21 09:22 | Report Abuse

Whoever tp yestday I already say will bang head

Posted by thesteward > 2019-06-21 09:23 | Report Abuse

More to come hold for rm9 . Congrats Yinsonians

Posted by thesteward > 2019-06-21 09:28 | Report Abuse

Happy no I told you guys fm dirt low hold la

Posted by thesteward > 2019-06-21 09:30 | Report Abuse

Rm9 then start sell abit lo

Posted by thesteward > 2019-06-21 09:39 | Report Abuse

Now still cheap for those that believe only

Posted by Myeye > 2019-06-21 09:40 | Report Abuse

~.~ ROCKET UP UP UP ~.~

Posted by Myeye > 2019-06-21 09:40 | Report Abuse

~.~ SPLIT SPLIT SPLIT AGAIN ~.~

Posted by thesteward > 2019-06-21 10:10 | Report Abuse

9-6.15 still got a lot to go . Will fly

Posted by pang72 > 2019-06-21 11:08 | Report Abuse

Yes!!

Tun M stock hidup again!!!

Posted by pang72 > 2019-06-21 11:08 | Report Abuse

Rm9..

Hihi.......

Posted by thesteward > 2019-06-21 11:32 | Report Abuse

Middle of next month hope to see you all at 7 n by sept hope to see you all at at least 8

Posted by thesteward > 2019-06-21 11:42 | Report Abuse

Next month mark my word ...many will wonder why they think rm6.13 is expensive n many will wish can turn back clock

Posted by thesteward > 2019-06-21 11:52 | Report Abuse

Maybank IB pretty ok one . They won’t simply give a to of over rm9 if no basis . My 2 Sen. What I like about this counter is many institutional investors n not many 4/5 Sen short term traders . Short term traders yestday many cabut . Good good .

Posted by thesteward > 2019-06-21 12:55 | Report Abuse

o *Yinson (YNS MK)*: The FPSO business is booming with up to 19 prospects lined up for 2019. With one win in the bag (FPSO Abigail-Joseph) and five firm bids to-date, we forecast Yinson to win two more projects this year, a realistic target. For that, we have raised our SOP-based TP by 75% to MYR9.45, incorporating the two job wins, with total capex size of USD2b.

Fm Maybank IB side

Posted by thesteward > 2019-06-21 13:27 | Report Abuse

Icon 8888 , Armada can also . I bot 50k at .18 n just keep . This is just for fun nia . Coz I think worst is over for armada . At .20 cheap la.
Who knows may be one day Yinson gets so many contracts until spill abit to bro Armada lo .

Posted by thesteward > 2019-06-21 13:38 | Report Abuse

Ya . Not much competition. As I mention fm much earlier even before CIMB n maybk report not many expertise n not many has the capacity n proven record internationally . Many of Yinson contracts fm international side . As I hv mehtionred using logic , if international Bb trust Yinson so much , as if our own local one don’t give Yinson ? I don’t know ...just using rationale .

Posted by thesteward > 2019-06-21 13:46 | Report Abuse

Some retailers v peculiar ....usually they don’t want to study n buy when it is low . But when contracts awarded or contracts awarded time wanna chase . I won’t buy at 9 but will sell some n hold some at 9 depending on how many contracts by then .
There are trading stocks n investment stocks . Yinson for me no point kept having to buy back higher ...I just wait .

Posted by thesteward > 2019-06-21 14:01 | Report Abuse

Rm7 next month kekeke.

Posted by TM1166 > 2019-06-21 16:35 | Report Abuse

First : RM7 by end of the month

Posted by thesteward > 2019-06-21 18:25 | Report Abuse

https://www.theedgemarkets.com/article/yinson-rises-43-rm606-active-trade

Posted by thesteward > 2019-06-21 18:28 | Report Abuse

UOB only takes into account the Brazil one . What if ...just what if they also get the Petronas one ? Haha I more trust Maybank IB target .