YINSON HOLDINGS BHD
KLSE (MYR): YINSON (7293)
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Last Price
2.80
Today's Change
-0.04 (1.41%)
Day's Change
2.78 - 2.85
Trading Volume
3,476,300
Financial
Market Cap
8,974 Million
NOSH
3,205 Million
Latest Quarter
30-Apr-2024 [#1]
Announcement Date
19-Jun-2024
Next Quarter
31-Jul-2024
Est. Ann. Date
29-Sep-2024
Est. Ann. Due Date
29-Sep-2024
QoQ | YoY
-26.98% | -2.40%
Revenue | NP to SH
10,842,000.000 | 959,000.000
RPS | P/RPS
338.30 Cent | 0.83
EPS | P/E | EY
29.92 Cent | 9.36 | 10.69%
DPS | DY | Payout %
3.64 Cent | 1.30% | 12.17%
NAPS | P/NAPS
1.91 | 1.47
QoQ | YoY
-0.52% | 42.28%
NP Margin | ROE
11.04% | 15.69%
F.Y. | Ann. Date
30-Apr-2024 | 19-Jun-2024
Latest Audited Result
31-Jan-2024
Announcement Date
04-Jun-2024
Next Audited Result
31-Jan-2025
Est. Ann. Date
04-Jun-2025
Est. Ann. Due Date
30-Jul-2025
Revenue | NP to SH
11,646,000.000 | 964,000.000
RPS | P/RPS
363.39 Cent | 0.77
EPS | P/E | EY
30.08 Cent | 9.31 | 10.74%
DPS | DY | Payout %
2.72 Cent | 0.97% | 9.05%
NAPS | P/NAPS
1.70 | 1.65
YoY
64.51%
NP Margin | ROE
9.81% | 17.73%
F.Y. | Ann. Date
31-Jan-2024 | 22-Mar-2024
Revenue | NP to SH
8,856,000.000 | 812,000.000
RPS | P/RPS
276.33 Cent | 1.01
EPS | P/E | EY
25.34 Cent | 11.05 | 9.05%
DPS | DY | Payout %
-
NAPS | P/NAPS
-
QoQ | YoY
-15.77% | -2.4%
NP Margin | ROE
11.25% | 13.29%
F.Y. | Ann. Date
30-Apr-2024 | 19-Jun-2024
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
5 people like this. Showing 50 of 4,484 comments
2. CHUA SONG YUN
Given the aggressive expansion, the nature of front-loaded costs for FPSOs, complex finance lease accounting, and substantial negative operating cash flow due to new FPSO constructions, the market and shareholders may find it difficult to understand Yinson's value. With FPSO Atlanta, FPSO Maria Quitéria, and FPSO Agogo set to commence their charter periods in the next year or two, assuming no new FPSOs are added, could management present the projected free cash flow expected from the FPSO segment over the next 10 years? This would help shareholders better appreciate the company's value.
Reply:
Yinson does expect free cash flow after repaying debt and interest to reach USD 200 – USD 300 million annually from 2026 onwards, based on today’s interest rates.
3. CHUA SONG YUN
On 30 April 2024, Yinson secured a USD 1.3 billion (RM 6.1 billion) multi-tranche financing term loan with interest margins ranging from 3% to 5% plus SOFR.
a) What is the current SOFR rate, and what is the effective interest rate of this term loan?
b) Considering the high financing costs of nearly 10% for FPSOs, how does management ensure that these projects remain profitable?
Reply:
The current SOFR rate is 5.3% plus 3%-5%, with the spread at about 8-10% for long-term financing.
Now is the prime opportunity for Yinson to inform its clients that interest rates are high. Hence,
hypothetically, when Yinson signs on a contract of 10 or 15 to 25 years, Yinson is able to price these high interest rates into projects which the client would have to pay for. If Yinson were to have a 25-year contract with a 10% to 11% interest rate on that project, clients would be willing to pay for that within the next 5 to 10 years. If the interest rates were to drop, Yinson would be able to refinance that loan with a cheaper instrument, which leaves a whole profit that would come to Yinson. Yinson should be winning more projects in a high interest rate environment as compared to winning projects in a low interest rate environment, which would leave Yinson at a disadvantage in refinancing projects. For FPSO Anna Nery, Yinson was able to refinance and take back equity with a small sell down to K-Line
3 weeks ago
2. CHUA SONG YUN
Given the aggressive expansion, the nature of front-loaded costs for FPSOs, complex finance lease accounting, and substantial negative operating cash flow due to new FPSO constructions, the market and shareholders may find it difficult to understand Yinson's value. With FPSO Atlanta, FPSO Maria Quitéria, and FPSO Agogo set to commence their charter periods in the next year or two, assuming no new FPSOs are added, could management present the projected free cash flow expected from the FPSO segment over the next 10 years? This would help shareholders better appreciate the company's value.
Reply:
Yinson does expect free cash flow after repaying debt and interest to reach USD 200 – USD 300 million annually from 2026 onwards, based on today’s interest rates.
@Sslee, kindly share the link of the above information.
3 weeks ago
Unsuccessful cross 3.00 this week maybe next week can break the 3.00 barrier 🔝🔝🔝
3 weeks ago
Yinson is Disposals offshore business to Icon for 160 millions
The Proposed Disposals are for a total sale consideration of RM160 million which shall be satisfied by the issuance of 181,818,181 new ordinary shares in Icon at an issue price of RM0.88 per share (“Issue Price”) (“Consideration Shares”) (“Sale Consideration”) and in accordance with the terms of definitive agreement(s) to be entered into by the parties pursuant to the Proposed Disposals (“Definitive Agreement”).
3 weeks ago
Yinson divests offshore marine business to Icon Offshore
Friday, 30 Aug 2024
7:35 PM MYT
https://www.thestar.com.my/business/business-news/2024/08/30/yinson-divests-offshore-marine-business-to-icon-offshore
3 weeks ago
Yinson started unlocking value for the business next is unlock FPSO business ...
3 weeks ago
@Johnchew 5
FPSO Atlanta delayed because Petrobas worker was on strike. Thus the delay.
https://www.reuters.com/article/petrobras-strike/petrobras-workers-strike-company-says-operations-unaffected-idUSL1N2A105J/
Which will be resolved eventually and has nothing to do with Yinson.
2 weeks ago
Johnchew5 @mikecyc ..... pls stop spamming this forum :-) appreciate it very much
2 weeks ago
4.) Waves 4 : Disposal of assets / down stream business like Armada during FPSO Kraken is delayed on 1st oil for fund raising.
Later sold FPSO Claire .
Armada :
Debt-Equity (DE) Ratio 0.93
FCF Yield 8.57 %
Yinson :
Debt-Equity (DE) Ratio 2.27
FCF Yield -9.69 %
Armada : latest payout Dividend on FY2015 .. then no more Dividend until today .
2 weeks ago
Petrobras workers strike, company says operations unaffected
By Reuters
February 1, 202011:29 PM GMT+8Updated 5 years ago
Very funny guy posting the old news 5 years ago....
2 weeks ago
True ka?
Bullrun18 Unsuccessful cross 3.00 this week maybe next week can break the 3.00 barrier 🔝🔝🔝
30/08/2024 5:09 PM
2 weeks ago
@Bullrun 18
Sorry, wrong article. This is the one.
https://www.reuters.com/world/americas/brazil-environmental-worker-strike-deepens-hit-oil-output-now-200000-bpd-2024-06-28/
2 weeks ago
Icon Offshore to add 40 ships in deals with Yinson and Liannex
https://splash247.com/icon-offshore-to-add-40-ships-in-deals-with-yinson-and-liannex/
2 weeks ago
@Johnchew5
U have problem with SSLee... so PM him, no need to spam in every counter he invest.
2 weeks ago
I am watching wave formation as forwàrd FCF as per BOD projection
Repost:
Yinson does expect free cash flow after repaying debt and interest to reach USD 200 – USD 300 million annually from 2026 onwards, based on today’s interest rates.
@Sslee, kindly share the link of the above information.
Sslee
5928 posts
Posted by Sslee > Aug 30, 2024 10:12 AM | Report Abuse X
https://www.yinson.com/general-meetings/
Yinson - 31th AGM minutes
2 weeks ago
KUALA LUMPUR (Sept 4): Corporate Malaysia's earnings for the second quarter of this year have largely been in line with analysts' expectations, with 58 of the top 100 companies on Bursa Malaysia in terms of market capitalisation either meeting or beating analysts' estimates, while 42 missed consensus estimates.
Overall, these top 100 companies’ aggregate earnings rose 15.9% year-on-year (y-o-y) and 10.5% quarter-on-quarter (q-o-q), with 49 companies registering both y-o-y and q-o-q increases in their latest reported quarterly earnings.
Utilities, oil and gas (O&G) and financial services are the sectors that posted results that largely met or beat earnings consensus in the second quarter of 2024, while telecommunications, technology and construction were the ones that disappointed when compared against their earnings forecasts.
2 weeks ago
https://brazilenergyinsight.com/2024/09/11/brava-energia-obtains-ibama-license-to-operate-fpso-atlanta-and-is-now-waiting-for-anp-approval/#more-65908
Brava Energia obtains Ibama license to operate FPSO Atlanta and is now waiting for ANP approval
1 week ago
World oil demand growth is slowest since pandemic as China cools, IEA says
https://theedgemalaysia.com/node/726533
1 week ago
Yinson Holdings Bhd likely prompts thoughts about its role in the energy sector, particularly in renewable resources and offshore support. Investors might consider its growth potential, sustainability initiatives, and market position, reflecting on how the company navigates industry challenges and contributes to a greener future.
https://youtubvanced.com/
3 days ago
https://www.oedigital.com/news/517024-brazil-authorities-issue-operating-license-for-atlanta-fpso
Meanwhile Brazil has several FPSO (Floating Production Storage and Offloading) units operating in its offshore oil fields. Here are some notable ones:
FPSO Guanabara: Operating in the Mero field, part of the pre-salt layer.
FPSO Almirante Barroso: Recently started operations in the Búzios field.
FPSO Sepetiba: Expected to start operations in the Mero field by the end of this year.
P-84 and P-85 FPSOs: These are part of Petrobras’ new generation of FPSO platforms designed for the Atapu and Sepia fields in the Santos Basin.
Petrobras has plans to install 11 more FPSOs in the pre-salt layer by 2027, which will significantly boost Brazil’s oil production capacity.
This FPSO Atlanta is recently licensed to Brava Energia, replacing the older Petrojarl I FPSO. Brava Energia, formed by the merger of 3R Petroleum and Enauta, has secured an operating license for the FPSO unit Atlanta from IBAMA. The company is working to meet regulatory requirements for authorization from ANP for first oil production. All subsea system and lines connections for FPSO Atlanta were completed in July, with ongoing installation of additional modules and wells.
The FPSO Atlanta, chartered by Yinson Production, can process 50,000 barrels of oil per day and store 1.6 million barrels of oil, replacing the Petrojarl I FPSO.
With this latest development Yinson closed nicely up 11 sen on Friday. Well Done Yinson!
Meow
4 hours ago
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