Posted by klee > 2024-08-17 19:00 | Report Abuse

Love hate relationship...24/7 dialogue....hotter than first love....guess who? Lol.

Posted by godhand > 2024-08-17 19:03 | Report Abuse

Ya lo like 2 love birds. 😂

Posted by Sslee > 2024-08-17 19:20 | Report Abuse

Aiyoyo, You all must pity Mike-tikus a bit eventhrough he is financial illiterate, jobless and penniless at least Mike-tikus can now everyday loitering in i3forum cari gaduh with people.

Sometime out of pity I just entertain Mike-tikus a bit othewise he will pick a fight with dragon, ular, calvin, TA Sifus, OTB, i3lurker, cafe supervisors and many more.

By the way his soul partner is Felix

Posted by Johnchew5 > 2024-08-17 21:17 | Report Abuse

Yinson n Jaks Financial ratios comparison:

Yinson :

Current Ratio : 0.64

Gearing Ratio : 1.617X

FCF Yield : - 10.38 %

vs

Jaks :

Current Ratio : 1.04

Gearing Ratio : 0.293X

FCF Yield : + 0.68 %

Posted by Sslee > 2024-08-17 23:13 | Report Abuse

Aiyoyo proven Mike-tikus only good at cut and paste without knowing what he post.

Did he know Jaks for the past 3 financial years the net operation cash flow is negative? (Hence yearly PP)

Did he also know Jaks 25 year BOD JHDP 2×600 MW cool fire power plant cost USD 1.85 billion. 25% equity and 75% borrowing so during contruction period from 2016 to 2020 what will be JHDP 1.) Current Ratio 
2.) Gearing Ratio 
3.) FCF Yield???

And what will be JHDP after operation 2021,2022,2023 1.) Current Ratio 
2.) Gearing Ratio 
3.) FCF Yield???

Posted by Sslee > 2024-08-18 08:34 | Report Abuse

Aiyoyo Mike-tikus die die also must promote Jaks in Ytlpower, Insas and now Yinson forum.

He did not even know jaks operation cash flow is negative for last 3 financial years and will remain negative untill year 2030.

Jaks will continues with yearly PP or RI till 2030 for working capital and loans repayment.

So proven Mike-tikus is financing illiterate.

Posted by Sslee > 2024-08-18 09:03 | Report Abuse

Aiyoyo Mike-tikus know what is Ex price of jaks LTIP free shares grant?

Posted by Sslee > 2024-08-18 09:12 | Report Abuse

My take on SBB
Repost
Sslee Yinson should not do SBB to support price.
Yinson should let the price drop further so that others can collect cheaply.
14/06/2024 2:37 PM

Posted by rchi > 2024-08-18 11:20 | Report Abuse

Sslee topglove boss did sbb at rm8,what is its price now?
Sbb has to be read with the chart n pruce action etc

Posted by Sslee > 2024-08-18 12:23 | Report Abuse

I still remember a CEO of steel company told me during AGM, company was given mandate to do SBB if market price fall below NTA. Because SBB below NTA for cancellation will enhance the NTA.

SBB above NTA is price support for certain interest group interest.

Posted by Johnchew5 > 2024-08-18 12:32 | Report Abuse

Yinson SBB


NTA 2.0700


2024-08-16
Insider
YINSON HOLDINGS BHD buyback123,600 shares from 2.630 to 2.640 on 16-Aug-2024.



2024-08-14
Insider
YINSON HOLDINGS BHD buyback246,800 shares from 2.380 to 2.390on 14-Aug-2024.



2024-08-14
Insider
YINSON HOLDINGS BHD buyback12,068,600 shares from 2.250 to 2.420 on 01-Aug-2024 - 12-Aug-2024.



2024-08-12
Insider
YINSON HOLDINGS BHD buyback270,000 shares from 2.390 to 2.390on 12-Aug-2024.



2024-08-09
Insider
YINSON HOLDINGS BHD buyback1,299,600 shares from 2.370 to 2.400on 09-Aug-2024.


2024-08-08
Insider
YINSON HOLDINGS BHD buyback1,030,000 shares from 2.370 to 2.420on 08-Aug-2024


2024-08-07
Insider
YINSON HOLDINGS BHD buyback888,800 shares from 2.330 to 2.390on 07-Aug-2024.



2024-08-06
Insider
YINSON HOLDINGS BHD buyback959,900 shares from 2.310 to 2.380on 06-Aug-2024.

Posted by Sslee > 2024-08-18 12:46 | Report Abuse

Aiyoyo Mike-tikus again selective cut and paste without analysis or know what he paste.

Posted by Sslee > 2024-08-18 12:57 | Report Abuse

Repost from Philip
Posted by Philip ( buy what you understand) > Apr 6, 2024 6:53 AM | Report Abuse

OTB,

Watch and your will just miss it. Maria completion is 5 months ahead of schedule, just finished naming rights and now on route to Brazil meaning this year you will have contribution from 2 FPSO with contacts of 500k+ usd per day charter. That means by end of the year, yinson will have 2 "powerplants" up and running, and another one next year. For those who know what to look for, how often does TNB give you a powerplant contract and also advance you the power plant money to construct? Yinson gets this type of advantage. All I can say is, I fully expect yinson to be a 40 billion ringgit company in the next few years.

Then people will complain again why yinson don't bid for more fpso projects...

3 billion cashflow a year mana cari? The key thing is not if they get paid ( especially when oil prices are so high), the key thing is if yinson can complete it's projects on time and on the money. I believe they can, and under budget as well.
>>>>>>>>

Posted by Sslee > 2024-08-18 15:27 | Report Abuse

Aiyoyo Mike-tikus,
Only me a bit compassionate and hence out of pity entertain dumbass Mike-tikus a bit.

Do you think people like Philip will entertain Dumbass Mike-tikus?
Another of Mike-tikus name-dropping kah?

Posted by Johnchew5 > Aug 18, 2024 2:56 PM | Report Abuse
Hoho as said earlier I had debated against Phillip during he is promoting Harta at RM 5.80 on early 2022 … the reason knowing Harta glove cost .. I am agreed to recommend Harta but not on the Timing , I said ASP Shl be bottoming after March 2022 …

Posted by Sslee > 2024-08-18 15:35 | Report Abuse

Aiyoyo Mike-tikus,
FPSO is USD multi billion project and you are talking about any impact that affecting from Ranhill Worley Sdn Bhd. an RM8 million reversal of profits previously recognised a year ago on design engineering services for a floating production, storage and offloading vessel job for a Brazilian O&G producer.

What are you trying to say?
Are you trying to say you are dumbass?

Posted by Sslee > 2024-08-18 16:31 | Report Abuse

Aiuoyo Mike-tikus still did not know jaks operation cash flow is negative for last 3 financial years and will remain negative untill year 2030.

Jaks will continues with yearly PP or RI till 2030 for working capital and loans repayment.

Mike-tikus is still selectively cut and paste his jaks promotion broken record for umpteen times and hope that newbie will chase high so that he can sell his ticket to newbie.

Posted by Johnchew5 > 2024-08-18 16:36 | Report Abuse

Yinson n Jaks Financial ratios comparison:

Yinson :

Current Ratio : 0.64

Gearing Ratio : 1.617X

FCF Yield : - 10.38 %

vs

Jaks :

Current Ratio : 1.04

Gearing Ratio : 0.293X

FCF Yield : + 0.68 %

Posted by BursaVulture > 2024-08-18 17:06 | Report Abuse

What is this whole Jaks vs Yinson thing, I came here to read about Yinson, not Jaks. Goodness, please share only things related to Yinson. I know you guys hates each other, maybe do it somewhere private like meet up in mamak and bring along 2 hammers.

Posted by Sslee > 2024-08-18 17:10 | Report Abuse

Ok got it.
Will leave dumbass Mike-tikus alone from now.

Posted by Johnchew5 > 2024-08-18 17:15 | Report Abuse

Jaks Annual Revenue and Net Profit / ( Loss ) :


1.) FYE2020 : RM 259.4 million with Loss ( RM 80.5 Million. )


2.) FYE2021 : RM 109.7 million with Net Profit RM 51.9 million.


3.) FYE 2022 : RM 89.8 million with Net Profit RM 53.5 million.


4.) FYE 2023 : 1st Half Revenue RM 17.47 million with Net Profit RM 33.19 million.


>>👉 1QR is Profit RM 14.08 million , 2QR is Profit RM 19.11 million , 3QR is Rm 7.15 million…4QR is Loss ( 24.8 million )

👉👉 Rm 37.787 million with Net Profit RM 15.527 million..


5.) FYE 2024 :

>> 👉1QR : RM 14.2 million with Net Profit RM 12.4 million.

( Note : Vietnam Power Plant Joint venture company is 30 % .. an associate company) .

Posted by Johnchew5 > 2024-08-18 17:16 | Report Abuse

Yinson

Referred to QR ended April 2024 :

A.) Non current assets :

Trade n other receivables: 87 million.


B.) Current assets:

Trade n other receivables: 726 million.

👉Total Trade n other receivables: 813 million.

C.) Non current liabilities:

Trade n other payables: 72 million

D.) Current liabilities:

Trade n other payables: 2,508 million

👉Total Trade n other payables: 2,580 million 😱

Posted by klee > 2024-08-18 17:18 | Report Abuse

骂是爱.........

Posted by klee > 2024-08-18 17:19 | Report Abuse

24/7 爱

Posted by rchi > 2024-08-19 13:41 | Report Abuse

usd index sinking like a rock due to imminent fed rate cut..
today bursa finance index spikes like a rocket due to coming lower cos of borrowing
Yinson 's 16 bil debt will see how much interest savings when fed cut?
Next to rocket will be yinson...

Posted by rchi > 2024-08-19 13:44 | Report Abuse

yinson management has a smart financial expert guiding them to do sbb recently...

Posted by rchi > 2024-08-19 13:45 | Report Abuse

lower cost of borrowing *

Posted by Johnchew5 > 2024-08-19 16:05 | Report Abuse

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.

4.) Treasury shares ( SBB ) : 157,333,000 unit

5.) Loans n Borrowings :

A.) Sukuk Wakalah : Fixed rate at 5.55 % per annum : RM 1,005 million

B.) Term Loans :

1.) Fixed rate at 12.0 % per annum USD > RM 1,061 million

2.) Fixed rate at 13.88 % per annum USD > RM 1,237 million.

3.) Floating rate vary based on Cost of funds USD > RM 478 million

4.) Floating rate vary based on Secured Overnight Financing Rate USD > RM 10,808 million.

5.) Floating rate vary based on Cost of funds INR > RM 851 million

5.a) INR > RM 141 million

Rate is reset every 5 years .

6.) Revolving Credits

Floating rate vary based on Cost of funds USD > RM 115 million

C.) Unsecured:

7.) Term Loans : Floating rate vary based on Secured Overnight Financing Rate USD > RM 543 million.

8.) Revolving Credits: Floating rate vary based on KLIBOR RM 179 million

9.) Floating rate vary based on Cost of funds RM 101 million.

Posted by Bullrun18 > 2024-08-20 00:51 | Report Abuse

https://www.sinchew.com.my/news/20240819/finance/5854045

Posted by Johnchew5 > 2024-08-20 08:01 | Report Abuse

The increasingly competitive global market and lower oil price environment particularly challenge Angola's high production costs which average USD 40 per barrel. Industry players emphasize the need for a more competitive business environment with reduced production costs and increased efficiencies.

Posted by Sslee > 2024-08-20 08:07 | Report Abuse

A FPSO cost multi billion USD. To complete the projects on time you need finance support and I think bankers take advantage of client tight schedule and demand for a very high interest rate.

Yinson has no choice but to bite the bullet to complete the FPSO, shipped to client, commission and running the FPSO so that incomes will start to roll in.

Once this is done then Yinson should refinance those expensive borrowing and It will help if US start to reduce interest rate come Sept.

High finance cost will eat into Yinson profit and there are still many risks Yinson need to overcome. So Yinson is not for the faint hearted.

Posted by klee > 2024-08-20 09:16 | Report Abuse

huat ah

Posted by Bullrun18 > 2024-08-20 11:44 | Report Abuse

云升FSPO融资有进展
Sinchew Mon, Aug 19, 2024 08:26pm


（吉隆坡19日讯）知情人士指出，云升控股（YINSON,7293,主板能源组）将为旗下的浮式生产储卸油船（FPSO）公司——Yinson Production Offshore有限公司进行私募融资，选择了阿布扎比投资局（Abu Dhabi Investment Authority）和British Columbia投资管理机构在内的投资者，预计筹资15亿美元（约65亿令吉）。

《彭博社》引述匿名人士报道称，云升控股还选择了私募基金——RRJ资本。

可赎可转换优先股参与融资
该名人士透露，融资活动今年初开始时，云升控股原本放眼筹资10亿美元（约44亿令吉），现在规模或提高到15亿美元。潜在投资者可通过可赎回可转换优先股，参与这次融资计划。并且最快将于下个月达成共识。

今年2月《彭博社》报道，云升控股一直都考虑在旗下浮式生产储卸油船业务最快于2026年进行首次公开售股（IPO）前，先进行一轮私募融资。

根据消息来源，这项融资活动还在考虑中，投资者和最终融资规模都有可能改变。

无论如何，云升控股、RRJ资本、阿布扎比投资局和British Columbia投资管理机构都不予置评。

Yinson Production Offshore拥有包括来自巴西石油公司（Petrobras），和由油气巨头BP plc和Eni SpA联营的非洲安哥拉油气生产项目合约。

RRJ、贝莱德（BlackRock）正在收购的Global Infrastructure Partners（GIP)和日本住友商事（Sumitomo Corp）也曾为该公司提供融资。

Posted by klee > 2024-08-20 12:05 | Report Abuse

so much achi acho for what?just sold c35 at 20 sen for 1000% gain hoho
now play aeon for civil service pay rise theme

Posted by klee > 2024-08-20 12:06 | Report Abuse

talk till cow come home,earn how much?

Posted by Johnchew5 > 2024-08-20 12:27 | Report Abuse

YINSON-C35
729335
KLSE
0.155 ↑
0.035 (29.2%)

High 0.210
Low 0.150
Open 0.150
Volume 2,180,000
Volume (B/S) 55,000 / 50,000
Price Bid/Ask 0.140 / 0.150

52w 0.010 - 0.150
Type CALL
Issued on 2024-03-20
Maturity 2024-09-30
Strike value 2.4500

Posted by klee > 2024-08-20 12:36 | Report Abuse

hoho mike,analysis is good of course
over analysis but cant make money is like fighting war on paper hoho
sayonara yinson forum...

Posted by BursaVulture > 2024-08-21 01:06 | Report Abuse

@Genovese

Do you know how EPF works? You speak as if EPF is just 1 investment body and all decision is made via 1 team.

EPF delegates a certain amount of money to various investment houses / funds in Malaysia. The goal is simple, all EPF wants to see is profit at the end of the day. The better they perform, the better the reward. If continue to lose money, EPF will cut them off. So, maybe Fund A buys (Invest) and Fund B sells (trading). It is all up to the fund, EPF dont tell them what to do.

Posted by 8dragon > 2024-08-21 07:19 | Report Abuse

Sold out all @ 2.83....

Posted by BursaVulture > 2024-08-21 13:14 | Report Abuse

@Genovese

Let them do what they want to do lah, why u go worry for them? their family owns the biggest share. fpso not yet start running and you complain about cash flow... in 3 years they build 3 big fpso, by end of 2024, two of the fpso will come online.... and here you complain about cash flow? when it runs, then you can judge. it is like complaining on why a 2 years old kid still cannot run. wait lah. fpso also not yet start.

Posted by BursaVulture > 2024-08-21 13:15 | Report Abuse

In the AGM, they also said they will give out shares as dividends... they are just using the dividend money to buy shares for the share holders and give it out as dividend shares.

Posted by Johnchew5 > 2024-08-21 15:58 | Report Abuse

This article first appeared in The Edge Malaysia Weekly on August 12, 2024 - August 18, 2024

THE future of offshore support vessel (OSV) provider Icon Offshore Bhd (KL:ICON) is in the balance, following reports of an explosion on one of its platform supply vessels (PSVs) in the waters off Sarawak that killed two people and seriously injured a third.

It is understood that oil majors, including Petroliam Nasional Bhd (Petronas), which is the regulator of the oil and gas (O&G) industry in Malaysia, are expected to take a close look at the incident that occurred near an oil platform in Samalaju on Aug 2 and find out what led to the explosion on PSV Icon Amara.

In the O&G industry, health, safety and environment, or HSE, is viewed as paramount, and such an incident where there was loss of life could adversely affect Icon Offshore’s ability to secure future contracts.

“Petronas and basically all oil companies will take the incident seriously when it comes to maritime safety involving their contractors. Since the explosion claimed the lives of two seamen on board the vessel, it will not be something that Petronas can ignore,” an industry observer tells The Edge.

In the chairman’s statement in Icon Offshore’s 2023 annual report, Datuk Abdul Mutalib Alias is quoted as saying that the group has maintained “a zero record of work-related fatalities, a testament to our commitment to the safety of our people. We have reinforced this by sending 52 of our onshore staff members for health and safety standards training”. This suggests how important HSE is in any O&G contract.

Petronas did not immediately respond to questions from The Edge as to whether it was going to investigate the incident and take action against Icon Offshore.

👉At press time, the Lim family of Yinson Holdings Bhd (KL:YINSON) also had not given an answer to The Edge.

Posted by BursaVulture > 2024-08-21 17:47 | Report Abuse

Icon has nothing to do with Yinson, not even Yinson's subsidary.

Loan when signed, cannot simply just pay up. If says 5 years, then 5 years.

Posted by Vdhawan > 2024-08-21 20:00 | Report Abuse

Yinson is going to challenge RM3 next 🤗

Posted by klee > 2024-08-23 14:51 | Report Abuse

SAPU.

Posted by Bullrun18 > 2024-08-23 18:16 | Report Abuse

Next week cross over 3.00 😁

Posted by Mabel > 2024-08-24 00:01 | Report Abuse

Meow Meow Meow

Posted by Bullrun18 > 2024-08-24 16:42 | Report Abuse

Yinson recognised as one of Malaysia’s Best Managed Companies by Deloitte for the third consecutive year
Posted Date: 23 Aug, 2024

Yinson has been honoured for the third consecutive year as one of Malaysia’s Best Managed Companies by Deloitte Private.

Aimed to inspire, celebrate, and build a community of private businesses that create a positive impact in their industries and communities, the Best Managed Companies awards evaluate businesses based on four core pillars of strategy, culture and commitment, capabilities and innovation, as well as governance and financials.

Lim Chern Yuan, Yinson Group Chief Executive Officer, received the award on behalf of the Group during the event ceremony held at Le Meridien Kuala Lumpur on 22 August 2024.

“We are honoured to receive this prestigious award and to be acknowledged as one of Malaysia’s Best Managed Companies. This recognition underscores Yinson’s strategic integration of ESG principles throughout our business, our consistent empowerment of our employees in making informed decisions, and prioritising innovative digital solutions in ensuring that our operations top-tier within the industry. Knowing that we are on the right path in managing our company well, Yinson is committed to unlocking greater value for our stakeholders as we advance towards a more sustainable future,” he said.

Chua How Kiat, Best Managed Companies Leader, Deloitte Southeast Asia, said: “The winners of Best Managed Companies awards stand out for their innovation, purpose-driven value creation, industry leadership, commitment to sustainability, active talent engagement and customer-centric mindset. Having witnessed the evolution of the winners through the awards process, particularly for those who have participated over recent years, it is remarkable to see how they have raised the bar for success among private businesses in the region.

Malaysia’s Best Managed Companies awards programme is one of the country’s leading business programmes which recognise innovative and world-class private businesses. Every year, aspirational companies compete for this designation through a rigorous and independent evaluation process, benchmarked against a global standard framework applied across more than 1,300 Best Managed Companies in 46 countries worldwide. Best Managed Companies is a flagship programme presented by Deloitte Private, a division of Deloitte exclusively focused on serving private clients of all sizes.

For more information on the awards programme, please visit Malaysia Best Managed Companies website.

Posted by Mabel > 2024-08-26 12:53 | Report Abuse

RAM Ratings has affirmed Yinson Holdings Berhad’s A1/Stable/P1 corporate credit ratings and the A1/Stable rating of its Islamic Medium-Term Notes (IMTN) Programme of up to RM1 bil.

The affirmations are premised on Yinson’s credit fundamentals remaining supportive of the ratings. The Group delivered its new floating, production, storage and offloading (FPSO) vessels, Atlanta and Maria Quiteria, without major delays and slightly above budget amidst widespread post-pandemic supply chain issues and cost escalations. Yinson remains among the leading floating production systems (FPS) providers to the global offshore oil and gas sector. Its rapid expansion in recent years, however, has resulted in a ballooning debt load while customer concentration risks are significant.

https://www.businesstoday.com.my/2024/08/24/ram-affirms-a1-rating-for-yinsons-rm1-billion-imtn/

Posted by Vdhawan > 2024-08-26 16:02 | Report Abuse

Company shares buyback + EPF buying = RM3 and above

Posted by aklobi > 2024-08-27 03:46 | Report Abuse

Sold YINSON @2.84