YINSON HOLDINGS BHD
KLSE (MYR): YINSON (7293)
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Last Price
2.44
Today's Change
+0.06 (2.52%)
Day's Change
2.37 - 2.45
Trading Volume
1,544,600
Financial
Market Cap
7,476 Million
NOSH
3,064 Million
Latest Quarter
31-Jan-2023 [#4]
Announcement Date
23-Mar-2023
Next Quarter
30-Apr-2023
Est. Ann. Date
23-Jun-2023
Est. Ann. Due Date
29-Jun-2023
QoQ | YoY
8.39% | 158.46%
Revenue | NP to SH
6,324,000.000 | 586,000.000
RPS | P/RPS
206.41 Cent | 1.18
EPS | P/E | EY
19.13 Cent | 12.76 | 7.84%
DPS | DY | Payout %
1.69 Cent | 0.69% | 8.86%
NAPS | P/NAPS
1.35 | 1.80
QoQ | YoY
21.33% | 46.13%
NP Margin | ROE
9.30% | 14.15%
F.Y. | Ann. Date
31-Jan-2023 | 23-Mar-2023
Latest Audited Result
31-Jan-2022
Announcement Date
31-May-2022
Next Audited Result
31-Jan-2023
Est. Ann. Date
31-May-2023
Est. Ann. Due Date
30-Jul-2023
Revenue | NP to SH
6,324,000.000 | 586,000.000
RPS | P/RPS
206.41 Cent | 1.18
EPS | P/E | EY
19.13 Cent | 12.76 | 7.84%
DPS | DY | Payout %
1.89 Cent | 0.77% | 9.89%
NAPS | P/NAPS
1.35 | 1.80
YoY
46.13%
NP Margin | ROE
9.30% | 14.15%
F.Y. | Ann. Date
31-Jan-2023 | 23-Mar-2023
Revenue | NP to SH
6,324,000.000 | 586,000.000
RPS | P/RPS
206.41 Cent | 1.18
EPS | P/E | EY
19.13 Cent | 12.76 | 7.84%
DPS | DY | Payout %
-
NAPS | P/NAPS
-
QoQ | YoY
5.14% | 46.13%
NP Margin | ROE
9.30% | 14.15%
F.Y. | Ann. Date
31-Jan-2023 | 23-Mar-2023
Hints :
Click the QoQ or YoY on table to view the QoQ or YoY Financial Result page.
Click the QoQ or YoY on table to view the QoQ or YoY Financial Result page.
Date
Financial Result
Financial Ratio
Per Share Item
Performance
Valuation (End of Quarter)
Valuation (Ann. Date)
| Date | Financial Result | Financial Ratio | Per Share Item | Performance | Valuation (End of Quarter) | Valuation (Ann. Date) | |||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| F.Y. | Ann. Date | Quarter | # | Revenue | PBT | NP | NP to SH | Div | Net Worth | Div Payout % | NP Margin | ROE | NOSH | RPS | Adj. RPS | EPS | Adj. EPS | DPS | Adj. DPS | NAPS | Adj. NAPS | QoQ | YoY | EOQ Date | EOQ Price | EOQ P/RPS | EOQ P/EPS | EOQ P/NAPS | EOQ EY | EOQ DY | ANN Date | ANN Price | ANN P/RPS | ANN P/EPS | ANN P/NAPS | ANN EY | ANN DY |
PBT = Profit before Tax, NP = Net Profit, NP to SH = Net Profit Attributable to Shareholder, Div = Dividend, NP Margin = Net Profit Margin, ROE = Return on Equity, NOSH = Number of Shares, RPS = Revenue per Share, EPS = Earning Per Share, DPS = Dividend Per Share, NAPS = Net Asset Per Share, EOQ = End of Quarter, ANN = Announcement, P/RPS = Price/Revenue per Share, P/EPS = Price/Earning per Share, P/NAPS = Price/Net Asset per Share, EY = Earning Yield, DY = Dividend Yield.
NOSH is estimated based on the NP to SH and EPS. Div is an estimated figure based on the DPS and NOSH. Net Worth is an estimated figure based on the NAPS and NOSH.
Div Payout %, NP Margin, ROE, DY, QoQ ⃤ & YoY ⃤ figures in Percentage; RPS, EPS & DPS's figures in Cent; and NAPS's figures in Dollar.
All figures in '000 unless specified.
Discussions
4 people like this. Showing 50 of 3,324 comments
Hopefully Yinson take a chill pill soon. Give Bumi Armada some chance also lah!
3 weeks ago
Yinson holdings berhad poor ROE
Sent message. Yinson holdings berhad poor ROE
Searching for: Yinson holdings berhad ROE
Searching for: Yinson holdings berhad ROE
Generating answers for you…
Generating answers for you…
According to one result1, the ROE (return on equity) for Yinson Holdings Berhad is 8.3% based on the trailing twelve months to October 20221. This means that for every MYR 1 worth of shareholders’ equity, the company generated MYR 0.083 in profit. According to another result2, this ROE is lower than the industry average of 10.6% for oil and gas companies2. However, it is also higher than the cost of equity of 7.9% for Yinson Holdings Berhad2. This means that the company is creating value for its shareholders.
One possible reason for the low ROE compared to its peers is that Yinson Holdings Berhad uses a high amount of debt to increase returns. It has a debt to equity ratio of 1.50, which means that it has more debt than equity in its capital structure1. This could increase its financial risk and lower its profitability in times of economic downturn or rising interest rates.
3 weeks ago
Posted by i3lurker > 7 minutes ago | Report Abuse
Yinson holdings berhad poor ROE
Sent message. Yinson holdings berhad poor ROE
Searching for: Yinson holdings berhad ROE
Searching for: Yinson holdings berhad ROE
Generating answers for you…
Correct
Yinson profits all depreciated by its Rusting Assets (all OGSE Assets in the sea last for 20 to 30 years and then must be scrapped
Yinson cash is Sustained by Rights Issues raising cash from shareholders
This is a house of cards
Better buy Palm oil as its ASSETS ARE LANDS
LANDS CANNOT RUST AWAY
AND PALM OIL OVERFLOWING IN CASH NOW PAY GOOD DIVIDENDS
3 weeks ago
Someone is barking again . Last time nearly being cued by the CEO he was running away with tail between its leg … Tak Yakut ke … hi ki ki ….
3 weeks ago
EPF and KUMPULAN WANG PERSARAAN start selling Yinson. Better avoid Yinson now.
https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3334423
https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3334045
https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3334046
3 weeks ago
云升控股与AVEVA签署MOU 共同开发可持续和自动驾驶FPSO船
https://www.orientaldaily.com.my/news/business/2023/03/08/551516
2 weeks ago
Managed to buy back warrants sold earlier, and continue to add to mother share position, good luck
2 weeks ago
It looks like it wants to test support at 2.60 before breaking 2.700 multi-weeks resistance. Mother share still small movements, solid
2 weeks ago
calvintaneng，
Depreciation is not a concern, as the profit is already net of depreciation.
1) Rental yield for a landed property may be is only 2%.
2) Rental yield for a condo may be higher at 4%.
3) Rental yield for a car may be higher than 20%.
2 weeks ago
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
2 weeks ago
This was an excellent company 5 years ago, but now it became too expensive. No longer a story. Tough reality.
But I went through the documents online and still a buy in my eyes. Revenue is the key to value here.
1 week ago
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
1 week ago
For good karma I added some Armada yesterday...not sure what it means but since Karma so happening in Armada thread lol
1 week ago
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
1 week ago
@zhexiangxd
Yinson is a company with super high debt ratio, almost 30% PBIT is paid to finance interest, any increased in interest rate and cost will wipe out all the profit.
Better run now, oil industry looking so bad now...
1 week ago
@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
1 week ago
@zhejiangxd
2023-03-21
Insider
EMPLOYEES PROVIDENT FUND BOARD (a substantial shareholder) disposed 1,771,200 shares on 16-Mar-2023.
2023-03-21
Insider
EMPLOYEES PROVIDENT FUND BOARD (a substantial shareholder) acquired 2,938,900 shares on 16-Mar-2023.
6 days ago
Yinson has been recognised as a ‘ESG Industry Top Rated Company’ by global ESG Risk Rating agency, Morningstar Sustainalytics. This prestigious recognition reflects Yinson’s strong performance in environmental, social and governance (ESG) aspects, as well as its commitment to sustainability.
4 days ago
FPSO : First oil
Anna Nery: April 2023
Atlanta: Jun 2024
Maria Q.: Jun 2025
Agogo: March 2026
4 days ago
@rl68
Maria Q.: Jun 2024 not 2025, similar timeline as Atlanta + quarter ended Jan'23 showed progress ahead of schedule
Agogo: EPCIC to be recognised from FY2Q24 (Jun-Aug'23)
Anna Nery: Secured additional US$50k/day rate
Maria Q: has same contract clause as Anna Nery, potentially will secure +US$50k/ day rate
3 days ago
When it's doing everything right, and share price moves this way, it's not in a good place. What else can Yinson do? We can only wait.
3 days ago
price doesn't seem to reflect value nowadays
i sold off my load @2.66 few weeks ago and re-enter yesterday, think need to observe a few months before rise
3 days ago
qr with tripple profit but declare 1 sen dividend only, O&G just a cheap industry for speculation only lol
3 days ago
For close to 2 months it was hovering at fresh 52W high
Then all it took was 10 days to break down and today touched and bounced off 200MA
1 day ago
Dialog is also hovering at 200MA. Hibiscus has convincingly broke below as oil broke. And Armada is still way above
1 day ago
Over time however it can be seen that Yinson always retraces from highs and next round go higher. This can be easily justified because Yinson has been growing profits consistently, and now more than ever things are coming to fruition. The question is to what extent this has been priced in
1 day ago
Yinson itself could be rather boring. But post-rights, the warrants offer an excellent risk/reward prospect, especially for small investors like us.
1 day ago
Currently trading at higher premium than before. This has more to do with weak mother share price than high warrant price.
1 day ago
If warrants do break below 50cents, it's a great offer for risk takers. I think anything below 0.710 is quite safe, implying mother share conversion of $3.00 by Jun'25. Good odds for Yinson to have already zoomed pass $3.00 should it successfully execute its plans. This has to be one of the most fundamentally sound warrant play on Bursa right now, please correct me if you think otherwise
1 day ago
The low premium appears to a mismatch to me. We have about >4x gearing on a 20% premium warrant when mother share has retraced. Yinson itself is highly geared. And then you have a warrant that offers another 4x leverage. If you buy on margin, another 2x leverage. It's quite possible to structure a highly leveraged long position on Yinson by paying a bit more now in premium and interest cost, if one is bullish on FPSOs at large
1 day ago
I believe I was one of the few who bought all I can below 30c, and then 40c. I also sold the first round, re-enter on the recent oil bull, and liquidated half my position averaging 75c back then. I erred on buying back too early finishing all my sold proceeds to buy back at 64, then proceeded to swap other counters to warrants at 50 cents again. I am temporarily paralysed, unsure whether to double up my warrants stake further (I can even quadruple it as I was able to exit other positions). With mother share's weakness I was expecting to get some warrants at 50 again or below but it hasn't happened. Today all I got was a 100 lots at 54, but it's trading fast which scares me away. Any BQ gets matched quickly. Hmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm
1 day ago
If we do not want to catch the falling knife...one way is to buy with conviction when the Lims buy. The last few rounds, Lim senior's multiple warrants buy preceded the quick surge. I do not think that he has a crystal ball nor was he trying to push it up. It appears to me more of a case where he knows the behind the scenes - where it is time they buy up. They could be responsible for recent sell down (where we can't see if they use nominee accounts), but when they buy they are more likely to let us see (public announcements).
1 day ago
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