YINSON HOLDINGS BHD
KLSE (MYR): YINSON (7293)
You're accessing 15 mins delay data. Turn on live stream now to enjoy real-time data!
Last Price
2.37
Today's Change
+0.01 (0.42%)
Day's Change
2.33 - 2.37
Trading Volume
2,146,600
Changes
| Ann. Date | Date | Type | Name | Title | View |
|---|
Discussions
5 people like this. Showing 50 of 5,740 comments
@sslee--
The Bond at 9.625%, which is considered as high yield or almost junk bond, is considered at the HIGH side. It is obvious that the investors see this is high risk investment bond.
The 9.625% of financing cost is considered at the HIGH side after taking the financing cost into the investment-return equation. This has left the company very little room for any mistake in managing the risk, e.g. countries risk, execution risk, currency and counter-party risk, just to name fews. Any of the risk can severely impact the company bottom line. The company has taken HIGH leverage for the Investment, there is no right or wrong to this strategy. They can HIT jackpot if they can manage all the matrix and risk very very very well or make loses.. It is so called HIGH risk HIGH gain.
Generally ,the yield on investment grade bonds is about over 5% and the credit spread is between 110 and 130 basis points.
----------------------------------------------------------------
Nordic bond market at such a high coupon rate of 9.625%--
1 week ago
Just to confirm: Yinson need to pay 12.95% to 13.50% annual dividend to RCPS holder from now onwards?
If count as 1B USD, then need to pay dividend of 0.1BUSD/ year or RM450m/ year?
Source: page 11 of 69 of the announcement.
1 week ago
Basis and justification for the Issue Price, conversion ratio of the RCPS and dividend rate
The Issue Price is determined after taking into account the Subscription Price for a total of 1,500,000 RCPS.
The Board is of the view that the Issue Price and the RCPS Conversion Ratio (as detailed in Section 2.2 of this Announcement) are justifiable as they are determined based on the Subscription Price which in turn is based on the valuation of the YPOPL Group as detailed in Section 2.2 of this Announcement.
Furthermore, the Board is also of the view that the preferred annual dividen rate of 12.95% to 13.50% payable to the Investors is justifiable, after taking into consideration YHB’s FPSO mezzanine financings which were secured in 2023 with interest ranging from 12.5% to 13.5% per annum.
1 week ago
Repost:
For me I also don't like company wasting cash for SBB and then raise cash with borrowing/Bond/RPS with very high interest rate.
Yinson should stop all these wasteful utilisation of capital and raise cash in foreign market with high interest rate.
Yinson should raise cash in Malaysia either from shareholders or Malaysia capital market that will benefit Malaysia and shareholders.
I for one will q overnight and bought their bond issued with such a high interest rate.
1 week ago
The purpose of Yinson issuing USD debts is to match the contract revenue in USD. Matching of revenue and financing cost and expense in USD. This is one of risk management to eliminate many of the risk matrix as i mentioned earlier... There are many risk involved to be considered. With such high financing cost, there is little room for any mistakes...
1 week ago
The RCPS is unnecessary since Yinson’s FPSOs have been funded, including the latest one, FPSO Agogo unless Yinson intend to bid for another new FPSO.
1 week ago
As of 17/1/2025, the total n of sbb or held as treasury against total n of issued shares = 9%
"A listed corporation must not purchase its own shares or hold any of its own shares as treasury
shares if this results in the aggregate of the shares purchased or held exceeding 10% of its total
number of issued shares." - Bursa Maximum limit rule
What would happen after the company hits 10% sbb?
1 week ago
Without SBB support it will be up to Mr. Market to determine what should be the price of Yinson share.
I will be waiting to collect cheap cheap.
By the way the dividend rate of 12.95% to 13.50% for USD 1 billion RCPS is more than FSPO atlanta yearly income of USD 113.33 million
Revenue/income for the new FPSO
FPSO Agogo USD million 4600/15 = 306.67 (2026 onward)
FPSO Atlanta USD million 1700/15 = 113.33
FPSO Maria Quitéria USD million 5300/22.5= 235.56
1 week ago
Very simple if reached 10% the company can cancel the treasury share is depend on how many the company want to cancel.
1 week ago
Yinson planned list @ Nasdaq in schedule after 2 years and RCPS will convert to new Ypohl ipo share after convert that is no interest incurred to yinson !
1 week ago
I thought Bond 9.625% is oredi very bad, now RCPS with 12.95%- 13.5% coupon rate....omg...
Anyway for existing Yinson shareholders no worries...u hv beautiful profit projections in yr sweet dreams...
And 2 cents div in real life
1 week ago
Time charter rate of Yinson FPSO
1. Fpso Agogo usd 850,000 a day ( fisrt oil last quarter 2025 ) ( firm contract usd 4.6 b / 15 years from fist oil )
2. Fpso Maria Quiteria usd 642,000 a day ( first oil 21 oct 2024 )( firm contract usd 5.2 b /22.5 years from fist oil )
3. Fpso Atlanta usd 315,000 a day ( first oil 31 dec 2024 )( firm contract usd 1.7 b / 15 years from fist oil )
4. Fpso Anna Nery usd 610,000/ 63.2 % = usd 386,000 a day ( first oil may 2023 ) ( firm contract usd 5.5 b / 25 years from first oil )
1 week ago
CharlesT
BTW, Bumi Armada's bond issued in 2024 comes with 6.35% coupon rate...
1 day ago
=====
Its issued in 2014, different world. Today financing market is closed to oil and gas.
Read the deal in detail, its pretty good. Conversion price at close to 50% higher than today share price.
1 week ago
I thought Bond 9.625% is oredi very bad, now RCPS with 12.95%- 13.5% coupon rate....omg...
Anyway for existing Yinson shareholders no worries...u hv beautiful profit projections in yr sweet dreams...
And 2 cents div in real life
====
Up to you. Its a hugely cashflowing business, that can reinvest every cent at high returns.
But yes, given the huge size of the Agogo, Atlanta (done), Mary Quitera (done), Anna Nery (done), these contracts were something like 10x the size of their historical orderbooks, they were running on pretty decently high risk if there was any problem with the construction etc.
But now that 3/4 have hit first oil, most of the risk is behind us. Left agogo. But im sure the management will get another 1-2 big deals in 2025 given the financing is in place now.
The conversion for the RCPS is interesting, the higher the share price, the less the dilution.
1 week ago
The sneaky Jon managed to run fm his Serbak Bond at some minor losses I think.
I think Philip only cut later....
=======
Small profit, but not proud of it. I thought serbadk had something wrong, and thought maybe the malaysia side is fine.
But, i actually didnt know heads or tail of the business/problem and should have never bought anything. Thank god i sold in basically 2 days after i buy.
1 week ago
Ops sorry abt the Bumi Armada Bond. It was issued in 2014 n matured in 2024. Didn't check properly.
1 week ago
This article first appeared in The Edge Malaysia Weekly on June 24, 2024 - June 30, 2024
It is always a concern when a company’s financial accounts are unclear, causing those perusing the document — which would include bankers, creditors, shareholders and investors — to question the numbers. The primary objective of a company’s financial statements is to present a true and fair view of its performance and position.
The statements should minimise ambiguity and be easily digested by users who presumably have a basic understanding of accounting and finance.
It was only earlier this month that oil and gas player Serba Dinamik Holdings Bhd was delisted from Bursa Malaysia, after grappling with accounting issues since May 2021. It had an impressive earnings track record until reporting irregularities eventually surfaced.
As a result of this and other misadventures by a few oil and gas companies, banks are shying away from funding the sector.
1 week ago
My concern is why all those bond issuers treated their bond as junk bond grade with much higher coupon rate...
Philip's theory is that this is a very positive scenario as it shows Yinson is capable of paying high coupon rate to show their financial strength..
Do u buy his theory?
1 day ago
=========
This is not a bond or a loan. It does not carry the usual convenants etc. Its RCPS, and so its treated as equity and unsecured, so its 12-13%.
Also, the reason they willing to accept 12-13% rcps is due to the contracts giving better returns than this, and again, very little recourse, treated as basically equity,
Again, the lending market is completely closed to oil and gas businesses. And Malaysians banks got burnt so badly from sapura kencana and bumi armada, that there is absolutely zero appetite for the lending money to oil and gas, much less ships regardless of rates.
Hibiscus could only get loans from vitol, an oil trader. Not from malaysian banks. Literally impossible.
1 week ago
For me I also don't like company wasting cash for SBB and then raise cash with borrowing/Bond/RPS with very high interest rate.
Yinson should stop all these wasteful utilisation of capital and raise cash in foreign market with high interest rate.
Yinson should raise cash in Malaysia either from shareholders or Malaysia capital market that will benefit Malaysia and shareholders.
I for one will q overnight and bought their bond issued with such a high interest rate
======
Malaysia cant really do USD bonds, and they must do USD bonds to match with USD revenue, otherwise need to hedge.
Bonds secured against the ship is 9%. add hedging etc, you basically get to 12-13%, except its a bond. And this is a huge bond. RM7b almost.
When was the last time malaysia launched a Rm7b bond that is not by CIMB or Maybank?
1 week ago
For any business, the 9.625% of financing cost for bond and 12.95%- 13.5% coupon rate for RCPS are considered at very HIGH if you take the financing cost into the investment-return equation.
In fact, this has left the company very little room for any mistake in managing the risk, e.g. countries risk, execution risk, currency and counter-party risk, just to name fews. Any minor of the mistake in execution can severely impact the company bottom line.
1 week ago
Anyway, glad to see Jon is still alive n active in stock mkt
How's yr fund management biz?
1 week ago
Hoho let’s see Financial Results starting February 2025 to January 2026 that said shl be followed IFRS …
As currently is Not followed IFRS .. is Operating Lease rather Finance Lease …
1 week ago
FY2024 :
1.) Loss from net investment Hedge , ( RM 125 million)
2.) Reclassification of changes in fair value of cash flow hedges , ( RM 180 million) .
1 week ago
Posted by CharlesT > 7 minutes ago | Report Abuse
Anyway, glad to see Jon is still alive n active in stock mkt
How's yr fund management biz?
====
Stop doing much fund management, mostly for friends and family. these days im doing business.
1 week ago
This is fact of life for any oil and gas company unfortunately.
Which is why its also a sellers maket for FSPO business.
===
For any business, the 9.625% of financing cost for bond and 12.95%- 13.5% coupon rate for RCPS are considered at very HIGH if you take the financing cost into the investment-return equation.
In fact, this has left the company very little room for any mistake in managing the risk, e.g. countries risk, execution risk, currency and counter-party risk, just to name fews. Any minor of the mistake in execution can severely impact the company bottom line.
1 week ago
Imaging from yinson perspective.
I have a USD1.3b contract. I need USD300m equity and borrow USD1b to fund the project.
I dont have the USD300m now, what do i do?
1) Dont do, sit there and wait, collect money from current projects. But then, what does you project team/suppliers who did the huge projects with you do if there is no jobs?
2) Right issues, but your shareholders will hate it.
3) Do placement, but your share price is not at a level where you want to dilute yourself more.
4) Do rcps/mezz, banks are ok but rate is 13%.
With this RCPS, they can effectively do another 3-4 USD1.5bn jobs without raising any equity.
13% seems high, but raising money from right issue is also risky and opportunity cost of for equity is around there. And in this rcps, they can actually just defer everything and dotn pay cash if they dont want to.
Ofc if screw up, they rank above equity in a liquidation.
Now, upside for these 3-4 jobs is around RM300-400m each in pat, so around 1.2-1.5b profit.
Mean while your current jobs producting cashflow incl agogo will give cf of RM3b, use 2b reduce debt, the rest for buybacks and divs.
Now, ofc why not do it like mfcb, slowly do one project, collect money, do the next. But this is much slower.
and also what makes us think FSPO market will be in shortage forever, now market is greatly in your favour, people offering you 18-19% IRR projects. You want to be sigining them as much as you can now.
Yinson management thinks like a US private equity firm. Which means highly agressive but very sharp. And so share price increase 50x in 14 years. While mfcb up around 7x in 14 years.
Take your pick, want it slow and steady go mfcb, want it big and fast go yinson.
I Hold both.
1 week ago
Yinson Production completes USD 1.3 billion debt financing for the Agogo FPSO
2 May 2024 — The financing is provided by a consortium of 13 lenders, including international banks and institutional investors, and will be utilised over ...
1 week ago
Correct, this is the debt portion, secured against the ship. But rmbr, banks wont lend 100%, they will ask you for deposit also.
===
Yinson Production completes USD 1.3 billion debt financing for the Agogo FPSO
2 May 2024 — The financing is provided by a consortium of 13 lenders, including international banks and institutional investors, and will be utilised over ...
1 week ago
Cash n Cash Equivalents
QR October 2024 :
Cash n Bank Balances : RM 2,837 million
Less fixed deposit with maturity over 3 months: RM 89 million
Add Cash n Cash Equivalents classified as asset held for Sale : RM 9 million
》Cash n Cash Equivalents : RM 2,757 million
👉included in Cash n Cash Equivalents are bank balances and deposits with licensed banks amounting to RM 1,500 million , that were restricted based on the respective requirements of the lenders n bond holders .
1 week ago
Hoho if interest rate is Higher …
1.) Loan n Borrowings interest % is getting Higher :
QR October 2024 Total Loans n Borrowings RM 19.37 billion >> interest expenses x 0.09 = RM 1743.3 million/ year .
1 week ago
3/4 have hit 1st oil only minimine part of the early risk elements- there are many others variable risks involved, operationally, currency, financial and unforeseen risk ... This is my concern....Super High leverage and financing cost leave the company little room for mistake. Yinson now operate like PE funds,,, high leverage for More projects. There is no right or wrong for the company... They can hit jackpot if Execution is perfectly done along the ways, we assume NO another oil crisis, counter party default, well operational oil field etc...
------------------------------------------------------------------------------------
Up to you. Its a hugely cashflowing business, that can reinvest every cent at high returns.
But yes, given the huge size of the Agogo, Atlanta (done), Mary Quitera (done), Anna Nery (done), these contracts were something like 10x the size of their historical orderbooks, they were running on pretty decently high risk if there was any problem with the construction etc.
But now that 3/4 have hit first oil, most of the risk is behind us. Left agogo. But im sure the management will get another 1-2 big deals in 2025 given the financing is in place now.
The conversion for the RCPS is interesting, the higher the share price, the less the dilution.
1 week ago
For once I know of Insas CEO Dato' Wong cracking his head how to invest Insas' cash hoard of more than RM 1 billion into financial instruments that can give save yearly return of over 10%.
1 week ago
Having said that, its quite possible for yinson to show ugly numbers this year due to
1) Agogo first sail in March 2025, interest and depreciation cost start then. But only first oil by end of 2025, due to comissioning, testing, approval
2) Drawdown of the RCPS starts in march 2025. So itnerest also starts unless they quickly win a project to start so can capitalise the interest cost etc.
1 week ago
value_invest
3/4 have hit 1st oil only minimine part of the early risk elements- there are many others variable risks involved, operationally, currency, financial and unforeseen risk ... This is my concern....Super High leverage and financing cost leave the company little room for mistake. Yinson now operate like PE funds,,, high leverage for More projects. There is no right or wrong for the company... They can hit jackpot if Execution is perfectly done along the ways, we assume NO another oil crisis, counter party default, well operational oil field etc...
------------------------------------------------------------------------------------
Agree having said that
1) Loans are non recourse, secured against the ship
2) Oil prices being low is not a problem, their fields have super low BOE profit points. So basically not likely that customer stop production
3) Counterparty, their counterparties are super strong.
4) Disaster etc, there is insurance.
The rest of it, well, there is risk in everything, however, in general it seems well covered.
1 week ago
Haha no idea.
I only hold a few positions in malaysia now. Mostly overseas. I like MFCB, IFCA, Yinson, Oriental kopi (when list see how), SOP at current prices.
Basically spend alot less time studying stocks (though i still do as i love it), mostly working on my businesses.
One is a yoga studio opening soon, come visit haha.
1 week ago
MFCB :
Price : 4.47
NTA : 3.18
P/B : 1.41
EPS 44.47 sen
Trailing PE (Sector Median: 16.3) 10.1
Current Ratio 1.79
Debt-Equity (DE) Ratio 0.45
FCF Yield -0.9 %
Revenue QoQ 12.07 %
Revenue YoY 16.11%
Profit QoQ 10.72 %
Profit YoY 13.76 %
Profit Margin (Sector Median: 10.9) 32.76 %
ROE (ROIC: 11.13) 12.92 %
Dividend Per Share (DPS) 8.75 sen
Dividend Yield (DY) 1.96 %
YINSON :
Price : 2.53
NTA : 1.77
P/B : 1.43
EPS 27.58 sen
Trailing PE (Sector Median: 10.2) 9.2
Current Ratio 0.64
Debt-Equity (DE) Ratio 2.27
FCF Yield -10.92 %
Revenue QoQ -13.49 %
Revenue YoY -34.13%
Profit QoQ -1.48 %
Profit YoY -19.35 %
Profit Margin (Sector Median: 5.9) 9.92 %
ROE (ROIC: 4.16) 10.24 %
Dividend Per Share (DPS) 4.0 sen
Dividend Yield (DY) 1.58 %
JAKS :
Price : 0.13
NTA : 0.60
P/B : 0.22
EPS 0.71 sen
Trailing PE (Sector Median: 20.3) 18.2
Current Ratio 1.04
Debt-Equity (DE) Ratio 0.64
FCF Yield 0.81 %
Revenue QoQ 7.74 %
Revenue YoY 41.26%
Profit QoQ 167.57 %
Profit YoY 215.31 %
Profit Margin (Sector Median: 3.8) 35.93 %
ROE (ROIC: 0.73) 0.93 %
Dividend Per Share (DPS) 0.0 sen
Dividend Yield (DY) 0.0 %
JAKS announced on 30/12/2024 given out Dividend after 10 years is No Dividend .. DY 3.7 %
1 week ago
Oh on ss leee beloved stock Insas Value Trap :
Hoho Insas the only best investment is on Inari .. Why ???
Dato' Dr Lee Chung Wah spent more than a decade in financial technology when he assumed the position of CEO and executive director of J & C Pacific Sdn Bhd (a subsidiary of INSAS Berhad, which is listed on the Main Board of Bursa Malaysia) from 2009 to 2016. He was in charge of several business units in Asean region.
He was in charge of several business units in Asean region. As a serial techno entrepreneur and investor, he is one of the partners of International Supply Chain Alliance Ltd. Hong Kong, a leading supply chain and logistics platform internet company which owns www.oym56lm.com with main operations in the Greater China.
As an active Fintech entrepreneur, Dato' Dr Lee was listed as an inventor to several granted patents under the Patent Cooperation Treaty and World Intellectual Property Organization in Australia, Singapore, United States of America and others. Prior to that, he was the general manager of INSAS Berhad from 2006 to 2007.
👉👉👉Hoho How Good is Insaf Investment after 2017 ???
Omesti ? Hohup ? Microlink ? Divfex ? Fashion n Beverage company ( not listed ) , and Duramitt ( a glove company, thru associate company Divfex ( from 19% to 25% to current ard 34 % ) invested RM 40 Million in Duramitt ( 50.1 % ) on November 2020 .. New Glove factory is Operational on June 2021 .. How much is the Losses Until Today ???
Even no corporate structure that use to plan corporate taxes …shl stripping u slowly n softly…
👉 Hoho I am posted Top Glove TP RM 3.40 on 4/12/2020 , ard 2 weeks earlier than JPM TP RM 3.50 ..
And posted the study on Nitrile Gloves Demand vs Supply of 7 Local Gloves company on August 2020 that Supply Shl fulfil Demand in 12 months …
👉As posted earlier , Insaf keep selling Inari Shares although market price is Low on 2019..at prices ranging from RM 1.68 to RM 1.81 , ( of coz Insaf buying price is low .. as low as ard RM 0.38 .. I did bought Insaf n Inari during Ah Sweet keep buying Inari .. with mentioned Dato' Dr Lee Chung Wah background…
Insaf holding Inari shares is greatly reduced from 2012 … 43 % to currently
12.6 % …14 %
1 week ago
Insas : Other Operating Expenses
FY 2019 : RM 61,457,000
FY 2020 : RM 101,270,000
FY2021 : RM 123,419,000
FY2022 : RM 137,009,000
FY2023 : RM 73,144,000
Total = RM 496,299,000
1 week ago
PureBULL ...
choivo, ur action tells u oso give up on KLSE stocks, yes or YES?
=====
Not really, around 30% of portfolio in malaysia. Its just that overseas markets have so much more compelling opportunities.
1 week ago
CharlesT
I think Jon can do better in Yoga or other biz than stocks.
====
Hope so. In general, i think there is no point to do business and take on all the stress, workload etc, unless you are looking at 3-4x higher returns that investing in market.
But, its also quite fun.
1 week ago
Hoho KonLee when is Yinson RCPS for Pre-IPO First tranche is issued ?
👉👉 Total Expenses ( excluded Hedge , SBB ) / year - Total Gross Profit / year = 729.8 million , ie : SHORT of Expenses Fund RM 729.8 million for FY2026 ! 😱
And
EPCIC activities are non-cash in nature.
10 hours ago
UTILISATION OF PROCEEDS
The Subscription Price is intended to be utilised by YHB and its group of companies (collectively, the “Group”) in the following manner:
Description
Note
Estimated timeframe for utilisation from the receipt of funds
In USD and %
General corporate purposes of the YPOPL Group
(i) Within 18 months
USD 784,500,000 ( For Expansion the FPSO business )
3,511,030
78.0 %
Expansion of renewable energy business
(ii) Within 18 months
USD 60,000,000
268,530
6.0 %
Expansion of green technology business
(iii) Within 18 months
USD 20,000,000
89,510
2.0 %
Repayment of bank borrowings
(iv) Within 18 months
USD 20,000,000
89,510
2.0 %
Working capital for the Group
(v) Within 18 months
USD 70,000,000
313,285
7.0 %
Distribution to shareholders of YHB through share buy-back and dividends
(vi) Within 18 months
USD 30,000,000
134,265
3.0 %
Estimated expenses relating to the Proposed YPOHL And RCPS Issue
(vii) Within 12 months
USD 15,500,000
69,370
2.0 %
Total
USD 1,000,000,000 100.0 %
10 hours ago
Yinson Producfion secures USD 1 billion investment from consorfium of internafional investment firms to drive further growth
Yinson Producfion has entered into a definifive agreement with a consorfium of global investment firms to raise pre-IPO growth capital of USD 1 billion, with the opfion to upsize to USD 1.5 billion within 24 months
The proceeds are intended to be used to support Yinson Producfion’s further growth and USD 200 million to Yinson Holdings Berhad to grow the Group’s energy transifion businesses and return of capital to shareholders
The transacfion is expected to close in the first quarter of 2025, subject to customary closing condifions
9 hours ago
Cross street tikus the only growth for Junk Jaks is ( NOSH ) and is open secret only bodoh tikus still macam tiduh tak tahu 🤣🤣🤣🤣🤣🤣🤣🤣🤣
1. Your Junk Jaks growth What ??? *( growth hidden risks )
2. Your Junk Jaks it same like london bridge is falling down !
3. Continuing drop 10 years from peak at 1.50 to current 0.125 !
4. Can junk jaks get any bank loan ! Is No none of bank want borrow money to junk Jaks !
5. Can Junk jaks place any RI or PP ! Is No also None of the share holder or Investors want the trash RI & PP !
6. Maybe is they place out half cent PP price i can consider to support some 🤣🤣🤣🤣
7. Can Junk Jaks secure any project ! is No also no one will give this junk company any Job 🤣🤣🤣🤣🤣🤣
8. Did Junk Jaks got money for SBB ! No Junk Jaks very dry and hungry for cash NO MONEY FOR SBB !
9. Any risks for junk Jaks will fall in to PN 17 and GN 3 ??? YES ! Terrible high risk The chance is 101 % will fall in to …….
9a. What will happen when trash Jaks FALL in to GN 3 and PN 17 ! THE Share price will all the way down to 1/2 cts after that CONSOLIDATED 30 to 1 = 0.15 and all the way down to 1/2 cts again n again until ZERO 🤣🤣🤣
10. Can Junk Jaks really can turn around ! DEFINITELY NO ALSO only the day dream maker bodoh tikus dream imagination ONLY !!!!
11. If i not mistaken bodoh tikus all in at 0.32 and suffering stuck until today and hard sale this junk stock 24/7/365 !
12. Can we trust cross street tikus ! “ No “ please don’t coz too many track records shown that this tikus specialized to twist very bad facts and figures to good and use it to con water fish jump in this junk stock Jaks !
12a. Tikus ini Also good in twist GOOD report to BAD report ! Yinson is the GOOD Example !
13. What happened if anyone fall in trapped by the Junk Jaks ! The only way to get back some of your fund is dump and cut lost immediately !
14. LAST !!! What do you think the ending story of junk Jaks ! For sure the ending story is beepo beepo beepo masuk ICU and * pergi sana *
( Turn around IS cross street tikus minpi dalam tiduh sahaja )🤣
Posted by jjohnchew > 48 minutes ago | Report Abuse
Hoho Jaks is turn around to be a potential Growth stock , why ? : ( tiada turn around huge impairment lost coming )
Hoho another bad news The intrinsic value of one JAKS stock under the Base Case scenario is 0.033 MYR .
Posted by Sslee > 3 hours ago | Report Abuse
https://www.alphaspread.com/security/klse/jaks/summary
JAKS Resources Bhd
KLSE:JAKS
Price: 0.125 MYR -3.85%
Market Cap: 325.9m MYR
Have any thoughts about JAKS Resources Bhd?
Section: Intrinsic Value
Intrinsic Value
The intrinsic value of one JAKS stock under the Base Case scenario is 0.033 MYR. Compared to the current market price of 0.125 MYR, JAKS Resources Bhd is Overvalued by 73%.
Posted by Sslee > 15 minutes ago | Report Abuse
ALP priority is to issue the more PP the merry at lower and lowest price. Because he then can profited from enlarge NOSH to reward himself with LTIP free share grant.
The problem in doing so is Jaks price go lower and lower and now he can't raise enough cash from PP or RI, hence this 250 million MNH MTN.
We will know soon any investor/investors take up the MTN and What the interest/coupon rate of MTN.
JediMaster1
Specially for * Cross streets Tikus *
Let me TELL you how GOOD YINSON COULD BE 🤣🤣🤣
1. Yinson will growth even bigger after successfully secure the international big funds subscribe the convertible 1 billion usd Rcps for pre ipo start funding !
2. Yinson nett quarter earnings will hit 1.5 b ( 2026 onward ) after agogo first oil on end of 2025 !
3. On 2026 onward yinson debt will start reduce and 2027 YPOPL Group listed on Nasdaq yinson can almost clear all debt !
4. By the time Yinson will be the golden Cash Cow and SPARKING your tikus eye !
5. By the time Yinson Fpso should increase to 13 and THIS will let Yinson generate huge of income !
6. It POSSIBLE Big investor warrant buffett also INTERESTED YPOPL ipo share !
7. By the time all Yinson share holder will laugh to the BANK !🤣🤣🤣🤣🤣
5 hours ago
Post a Comment
Featured Posts
Introducing MY's First IPO Fund for Sophisticated Investors!
New Update. Discover investment communities that resonate with your ideas
M & A Value Partners IPO Equity Fund has been launched - Targeted 13% Return p.a
Latest Videos
Apps
Top Articles
1
THE INVESTMENT APPROACH OF CALVIN TAN
2
My Trading Adventure 2025
3
My Trading Adventure 2025
4
All Official Update
5
Readers' Digest MY
Japan’s Telecommunication Boom: Innovation, Growth & the Future
6
Bursa Stock Talk
7
My Trading Adventure 2025
#
Stock
Score
Daily Stocks
Stock Name
Last
Change
Volume
Stock Name
Last
Change
Volume
Stock Name
Last
Change
Volume
Featured Advertisers / Partners
Ride The Bull Short The Bear
CS Tan
4.9 / 5.0
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
jjohnchew
Hoho chamloh interest expenses % is Higher le …
—
Posted by jjohnchew > 1 hour ago | Report Abuse
Hoho including projected Revenue from FPSO Agogo , Atlanta , Maria and Anna Nery as posted earlier :
Hoho just to simplify the illustration:
👉 Yearly Revenue USD 883.56 million x 4.5 = RM 3976 million / year .
QR October 2024 : Revenue RM 1900 million, ie 50 % contribution from FPSO Anna Nery … >>> 1900/2 x 4 = RM 3800 million/ year .
Total Revenue/ year = RM 7776 million
👉 Gross Profit 40 % =. RM 3110.4 million
Administrative Expenses RM 185 m x 4 = RM 740 m / year …
QR October 2024 Total Loans n Borrowings RM 19.37 billion >> interest expenses x 0.09 = RM 1743.3 million/ year .
👉 Total Loans to be paid in 25 years = RM 774.8 million/ year
👉👉 Total expenses ( excluded Hedge , SBB ) / year = RM 3258.1 million
👉👉👉 Total Expenses / year - Total Gross Profit / year = RM 147.7 million , ie : SHORT of Expenses Fund RM 147.7 million.
>>> : As 60 % of Term Loans per QR January 2024 is maturity between 2 to 5 years..
👉Total Loans to be paid in 10 years = RM 1937 million/ year
Total expenses ( excluded Hedge , SBB ) / year = RM 4,420.3 million
👉👉 Total Expenses / year - Total Gross Profit / year = RM 1310 million , ie : SHORT of Expenses Fund RM 1310 million.
1 week ago