YINSON HOLDINGS BHD

KLSE (MYR): YINSON (7293)

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Last Price

2.69

Today's Change

0.00 (0.00%)

Day's Change

2.64 - 2.69

Trading Volume

1,458,800

Financial
Market Cap

Market Cap

8,215 Million

NOSH

3,054 Million

Latest Quarter

Latest Quarter

31-Oct-2022 [#3]

Announcement Date

22-Dec-2022

Next Quarter

31-Jan-2023

Est. Ann. Date

29-Mar-2023

Est. Ann. Due Date

01-Apr-2023

QoQ | YoY

8.39% | 58.16%

T4Q Result

Revenue | NP to SH

5,103,000.000 | 483,000.000

RPS | P/RPS

167.11 Cent | 1.61

EPS | P/E | EY

15.82 Cent | 17.01 | 5.88%

DPS | DY | Payout %

1.45 Cent | 0.54% | 9.16%

NAPS | P/NAPS

1.36 | 1.98

QoQ | YoY

13.38% | 19.85%

NP Margin | ROE

11.23% | 11.63%

F.Y. | Ann. Date

31-Oct-2022 | 22-Dec-2022

Latest Audited Result

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

Annual (Unaudited)

Revenue | NP to SH

3,607,000.000 | 401,000.000

RPS | P/RPS

118.12 Cent | 2.28

EPS | P/E | EY

13.13 Cent | 20.49 | 4.88%

DPS | DY | Payout %

2.09 Cent | 0.78% | 15.94%

NAPS | P/NAPS

0.76 | 3.52

YoY

27.3%

NP Margin | ROE

14.53% | 17.19%

F.Y. | Ann. Date

31-Jan-2022 | 29-Mar-2022

Annualized Result

Revenue | NP to SH

5,816,000.000 | 557,333.333

RPS | P/RPS

190.46 Cent | 1.41

EPS | P/E | EY

18.25 Cent | 14.74 | 6.78%

DPS | DY | Payout %

-

NAPS | P/NAPS

-

QoQ | YoY

5.96% | 24.4%

NP Margin | ROE

10.98% | 13.42%

F.Y. | Ann. Date

31-Oct-2022 | 22-Dec-2022

Business Process

Trailing 4 Quarters Trailing 8 Quarters
Available Quarters 4 Quarters 8 Quarters
Continuous Quarters Of Revenue Growth 3 / 4 75.00% 3 / 8 37.50%
Total Positive Profit Years 4 / 4 100.00% 8 / 8 100.00%
Continuous Quarters Of Positive Profit 4 / 4 100.00% 8 / 8 100.00%
Continuous Quarters Of Profit Growth 3 / 4 75.00% 3 / 8 37.50%
Continuous Quarters Of Adjusted EPS Growth 3 / 4 75.00% 3 / 8 37.50%
Total Dividend Years 2 / 4 50.00% 4 / 8 50.00%
Continuous Quarters Of Dividend 0 / 4 0.00% 0 / 8 0.00%
Continuous Quarters Of Dividend Growth 0 / 4 0.00% 0 / 8 0.00%
Continuous Quarters Of Adjusted Dps Growth 0 / 4 0.00% 0 / 8 0.00%
Average ROE 2.58% 3.73%
Average Net Profit Margin 11.69% 12.50%

Last 5 Financial Years Last 10 Financial Years
Available Years 5 Years 10 Years
Continuous Quarters Of Revenue Growth 0 / 5 0.00% 0 / 10 0.00%
Total Positive Profit Years 5 / 5 100.00% 10 / 10 100.00%
Continuous Quarters Of Positive Profit 5 / 5 100.00% 10 / 10 100.00%
Continuous Quarters Of Profit Growth 2 / 5 40.00% 2 / 10 20.00%
Continuous Quarters Of Adjusted EPS Growth 2 / 5 40.00% 2 / 10 20.00%
Total Dividend Years 5 / 5 100.00% 8 / 10 80.00%
Continuous Quarters Of Dividend 5 / 5 100.00% 8 / 10 80.00%
Continuous Quarters Of Dividend Growth 0 / 5 0.00% 0 / 10 0.00%
Continuous Quarters Of Adjusted Dps Growth 0 / 5 0.00% 0 / 10 0.00%
Average ROE 15.18% 15.72%
Average Net Profit Margin 18.21% 22.07%
Key Result

T4Q Annualized Annual (Unaudited) Last 10 FY Average Last 5 FY Average
Revenue 5,103,000 5,816,000 3,607,000 1,677,855 2,584,079
NP to SH 483,000 557,333 401,000 229,600 290,596
Dividend 44,263 33,348 63,912 60,559 77,794
Adjusted EPS 15.82 18.25 13.13 7.52 9.52
Adjusted DPS 1.45 1.09 2.09 1.98 2.55

NP to SH = Net Profit Attributable to Shareholder, EPS = Earning Per Share, DPS = Dividend Per Share

All figures in '000 unless specified.

EPS & DPS's figures in Cent.

Growth

LQ QoQ LQ YoY CQ YoY LQ vs Average of T4Q LQ vs Average of T8Q
Revenue 7.22% 111.83% 52.20% 36.16% 50.78%
NP to Owner 8.39% 58.16% 24.40% 28.36% 39.95%
Dividend 0.00% 0.00% -41.30% 0.00% 0.00%
Adjusted EPS 8.39% 58.16% 24.40% 28.36% 39.95%
Adjusted DPS 0.00% 0.00% -41.30% 0.00% 0.00%

LQ = Latest Quarter, CQ = Cumulative Quarter, T4Q = Trailing 4 Quarters, T8Q = Trailing 8 Quarters, QoQ = Quarter on Quarter, YoY = Year on Year

T4Q vs LFY T4Q vs AL5FY T4Q vs AL10FY AQR vs LFY AQR vs AL5FY AQR vs AL10FY LFY YoY LFY vs AL5FY LFY vs AL10FY
Revenue 41.47% 97.48% 204.14% 61.24% 125.07% 246.63% -25.61% 39.59% 114.98%
NP to Owner 20.45% 66.21% 110.37% 38.99% 91.79% 142.74% 27.30% 37.99% 74.65%
Dividend -30.74% -43.10% -26.91% -47.82% -57.13% -44.93% -0.07% -17.85% 5.54%
Adjusted EPS 20.45% 66.21% 110.37% 38.99% 91.79% 142.74% 27.30% 37.99% 74.65%
Adjusted DPS -30.74% -43.10% -26.91% -47.82% -57.13% -44.93% -0.07% -17.85% 5.54%

T4Q = Trailing 4 Quarters, T8Q = Trailing 8 Quarters, AL5FY = Average of Last 5 Financial Years, AL10FY = Average of Last 10 Financial Years, LFY = Latest Financial Year AQR = Annualized Quarter Result, YoY = Year on Year

Discussions
4 people like this. Showing 50 of 3,255 comments

bullmarket1628

Oil prices could soon return to $100 as OPEC+ considers ‘historic’ cut, analysts say
PUBLISHED MON, OCT 3 2022 6:43 AM EDT

Lee Ying Shan @LEEYINGSHAN
Sam Meredith @SMEREDITH19

https://www.cnbc.com/amp/2022/10/03/opec-oil-prices-could-soon-return-to-100-a-barrel-analysts-say.html

KEY POINTS
* OPEC and non-OPEC producers, a group often referred to as OPEC+, will meet in Vienna, Austria on Wednesday to decide on the next phase of production policy.
* The oil cartel and its allies are considering an output cut of more than a million barrels per day, according to OPEC+ sources who spoke to Reuters.
* "The OPEC ministers are not going to come to Austria for the first time in two years to do nothing. So there's going to be a cut of some historic kind," said Dan Pickering, CIO of Pickering Energy Partners.

2022-10-05 07:34

bullmarket1628

Post removed.Why?

2022-10-06 07:14

bullmarket1628

White House Disappointed With OPEC’s ‘Shortsighted’ Decision
By Charles Kennedy - Oct 05, 2022, 12:00 PM CDT

https://oilprice.com/Energy/Energy-General/White-House-Disappointed-With-OPECs-Shortsighted-Decision.amp.html

A White House statement following the OPEC+ decision to defy the Biden administration with an output cut for November vows to find new ways to temper OPEC’s control over energy prices. 

Earlier on Wednesday, members of OPEC+ said they would cut November production quotas by 2 million bpd, citing the “uncertainty that surrounds the global economic and oil market outlooks”. 

The decision immediately led to a more than 2% increase in Brent crude and WTI prices and goes directly against the Biden administration’s attempts to lobby Saudi Arabia for higher production to bring prices down. 

Shortly after the release of an OPEC+ press release detailing the output cuts, the White House said, “In light of today's action, the Biden Administration will also consult with Congress on additional tools and authorities to reduce OPEC's control over energy prices.”

2022-10-06 07:40

bullmarket1628

OPEC+ agrees deep oil production cuts, Biden calls it shortsighted
By Ahmad Ghaddar, Alex Lawler and Rowena Edwards
October 6, 2022 4:33 AM GMT+8Last Updated 17 min ago

https://www.reuters.com/business/energy/opec-heads-deep-supply-cuts-clash-with-us-2022-10-04/

VIENNA/LONDON, Oct 5 (Reuters) - OPEC+ agreed steep oil production cuts on Wednesday, curbing supply in an already tight market, causing one of its biggest clashes with the West as the U.S. administration called the surprise decision shortsighted.
OPEC's de-facto leader Saudi Arabia said the cut of 2 million barrels per day (bpd) of output - equal to 2% of global supply - was necessary to respond to rising interest rates in the West and a weaker global economy..

2022-10-06 07:54

bullmarket1628

Post removed.Why?

2022-10-07 07:04

bullmarket1628

Post removed.Why?

2022-10-08 07:41

rl68

Yinson wins three awards at The Asset Triple A Islamic Finance Awards 2022

Posted Date: 03 Nov, 2022

Yinson is honoured to have won three awards at The Asset Triple A Islamic Finance Awards 2022, namely,

Best Issuers/Advisers, Issuers of the Year, Corporate.
Best in Sustainable Finance, Best Sustainability-linked Sukuk.
Best Deals by Country, Best Sustainability-linked Sukuk.
The Asset Triple A Islamic Finance Awards are the industry’s most prestigious awards in the fastest-growing and most promising niches of global Islamic finance. The awards recognise the best Islamic banks and houses, as well as the deals that defined the industry during the review period. The Asset adopts a rigorous quantitative and qualitative approach in selecting the best Islamic institutions and transactions in various countries.

Yinson issued Malaysia’s first Sustainability-Linked Sukuk Wakalah, which raised RM1 billion in December 2021. Due to overwhelming demand with an orderbook of RM1.66 billion, the offer size was upsized from an initial target of RM700 million to RM1 billion. Yinson partnered with HSBC Amanah, which acted as the sole Principal Adviser, Lead Arranger, Lead Manager and Shariah Adviser for the Sukuk Wakalah Programme and Sustainability Structuring Agent for the Framework.

Yinson Group Head of Corporate Treasury Ong Ken Yong, speaking at the awards ceremony held at Four Seasons Hotel Kuala Lumpur, commented, “We are honoured to receive these awards and encouraged by the strong support from the investor and financial community. We continue to integrate sustainability into our business operations, including project financing strategies, to create sustainable value for our stakeholders as we expand into new territories and business areas, leading the global fight against climate change”.

For more information about the awards, please visit https://www.theasset.com/awards-single/islamic-finance-awards.

2022-11-03 21:49

UncleFollower

Time to reenter. Agogo win in 2 months, another 2 in 6 months. Best giler

2022-11-08 17:49

InsiderShark

CGS-CIMB expects Eni to award FPSO Agogo project to Yinson
https://www.theedgemarkets.com/node/643371?

2 months ago

UncleFollower

impeccable timing

2 months ago

UncleFollower

Good video, good company



InsiderShark

https://www.youtube.com/watch?v=MCR6pVwylys

2 days ago

2 months ago

InsiderShark

CIMB CSG - We expect Eni to award the FPSO Agogo project to Yinson next month (December 2022), with Yinson already identified as the preferred bidder for the project offshore Angola.

2 months ago

Fabien _the efficient capital allocator

Agogo will be a big CATALYST.

Anyway, expect Yinson's earnings to grow 30-40% this year. Huge disconnect between earnings growth vs market cap.

Crude oil YTD up more than 30%. Yinson's share price down 15%. Their bigger peers, Modec up 17% while SBM Offshore up 10%.

2 months ago

rl68

@Fabien _the efficient capital allocator,may I know where to get Crude oil YTD?

2 months ago

DannyArcher

Fabian, crude oil price has no direct connection to yinson profit. Listen to the interviews and quarterly briefings. Crude oil can go to USD1000 and it wont boost yinson profit.

2 months ago

rl68

@Fabien _the efficient capital allocator,tqvm

2 months ago

Philip ( buy what you understand)

In a way this is true. But yinson demand for FPSO is directly related to the price of oil. when oil was low, many FPSO projects were deferred. And now when oil price is high, how many FPSO contracts did yinson win?

>>>>>>>>
DannyArcher

Fabian, crude oil price has no direct connection to yinson profit. Listen to the interviews and quarterly briefings. Crude oil can go to USD1000 and it wont boost yinson profit

2 months ago

DestinyL

Still directly affected, just not in the same quantum immediately, with longer lag

2 months ago

Fabien _the efficient capital allocator

@dannyarcher
even if we are listening to the same interview, read the same materials, i can't guarantee that you will be able to understand and discern correctly. obviously, your intellectual capacity is different from mine

https://www.youtube.com/watch?v=MCR6pVwylys&t=2439s

2 months ago

rl68

Yinson recorded a significant improvement in the ESG Risk Rating by Sustainalytics, placing the Group in the top 1st percentile of both the energy services industry and the Oil and Gas Equipment subindustry as of November 2022. The Group was also ranked in the top 17th percentile in the Global Universe.

The Group marked a 4.4-point improvement to achieve an overall ESG Risk Rating of 17.4, placing the Group under the ‘Low-Risk’ category. Sustainalytics rated medium and strong for Yinson's ESG Risk Exposure and overall ESG Risk Management, respectively. The exposure score measures the extent of exposure of material ESG issues to a company and takes into consideration the subindustry and company-specific factors; whereas the management score assesses the robustness of a company's ESG programmes, practices, and policies. Sustainalytics concluded that Yinson’s overall ESG-related disclosure follows best practices, demonstrating the Group’s strong accountability to investors and the public.

2 months ago

UncleFollower

The long wait is over. Congratulasi

2 months ago

rl68

Yinson has been awarded the ‘Industry Excellence Award’ under the energy sector at MSWG-ASEAN Corporate Governance Award 2021, in recognition of the Group’s exemplary corporate governance disclosure and practices amongst Malaysian public listed companies.

The Group achieved top recognition in the energy sector for two consecutive years, while significantly improving its overall ranking from 26th in the previous year to 13th in the list of Top 100 companies for corporate governance disclosures in 2021.

2 months ago

Bursascreener

Near to 52-Week high and further coming. The buy signal detect after the breakout at 2.41.
DM or follow me for more stock outlook.

2 months ago

James_Bond

Casino Royale fund in Yinson. Cheers!

2 months ago

fooming

Yinson Holdings Bhd has secured a one-month extension of its floating storage and offloading (FPSO) charter contract called FPSO Adoon for RM16.04 million.

1 month ago

fooming

Yinson’s indirect unit Adoon Pte Ltd entered into an agreement with Addax Petroleum Development (Nigeria) Ltd to extend the contract .

1 month ago

Mabel

This year is the year of the Water-Tiger. The Tiger is the third animal in the Chinese zodiac and represents power, courage, confidence, leadership and strength. The Water Tiger year is all about forming bonds with others, taking risks, and having fun. This year, we’ll all want to meet new people and have new adventures. Because Tigers have strong wills, this means parties, excitement, and rule-breaking for people in 2022.

On the flip side, financial markets will rise and fall, with Tigers being known for their dangerous moves. Those who pay attention, however, will reap the benefits, just as the animal follows its prey. This year’s energy will be released in bursts, followed by intervals of silence. The Tiger, like any other house cat, enjoys napping, and when they awaken, the fun begins again!

Many Feng Shui expert believe Year of Water Tiger 2022 will have positive prosperity affinity to Metal, wood and water element. The Wood element exactly symbolizes growth and activities. Hence economic growth will return and the stock market will become very active. The water wood element of 2022 is expected to bring prosperity to metal industries, this is because metal conquers wood, so the wood element is a symbol of money to the metal industry.

Metal are related to Financial Services and Crude oil as black metal because it extracts from the soil like any other metal, the element is Metal. We have seen crude oil stocks has perform well in 2022.

Wood are related to Plantation and Technology, Electronics, Filming, Engineering, Distribution, Hospitals, Education, Scientific Instruments ...

Water are related to Communication, Manufacturing, Medical, Media, Advertising…

Let see whether this Water Tiger can take down the Bear...

Meow Meow Meow

1 month ago

EVemily

Yinson GreenTech, the group is making good inroads into building a green energy ecosystem in the areas of marine, mobility and energy. Yinson had recently become the majority shareholder of Malaysia’s largest electric vehicle (EV) charging station network, ChargEV. It had launched an EV leasing business in Singapore and invested in e-bikes through Oyika.

1 month ago

fooming

Yinson Holdings Bhd has secured a contract extension worth RM15.03 million for the charter of its Adoon floating production storage and offloading, stationed at the Antan field off Nigeria. Yinsoon through its indirect unit, Adoon Pte Ltd and Addax Petroleum Development (Nigeria) Ltd, entered into an agreement on Dec 16 to extend the contract until Jan 16, 2023.

1 month ago

Brutus

Nice solid QR results! Highest PAT. This FY only needs 3Q to earn slightly higher PAT than the whole of last FY! Excellent! Waiting for new QR yummy dividends!

1 month ago

BursaVulture

FPSO Anna Nery (Marlim, Campos Basin) is expected to achieve first oil by 1Q2023 CY, 25-year charter to Petrobras.

1 month ago

hhhiii123

EPF start dispose Yinson share, don't expect Yinson can break the resistant

1 month ago

flytothemoon

looks like Profit and revenue increased, but actually heavy diluted and the EPS dropped by half

1 month ago

BursaVulture

FPSO Anna Nery (Marlim, Campos Basin) is expected to achieve first oil by 1Q2023 CY, 25-year charter to Petrobras.

3 weeks ago

Permutation

Looks like Yinson is holding well now. UOB TP RM4.45 and AM invest TP RM3.89. FBSO Agogo could be the positive catalist. Yinson WA looks attractive?,

3 weeks ago

BursaVulture

Can you share UOB report? Thanks

3 weeks ago

UncleFollower

Correction, more like 16B USD, not 6

3 weeks ago

Fabien _the efficient capital allocator

Approaching RM10bil market cap soon

1 week ago

BursaVulture

UncleFollower, where you get the info it can be 16B USD? Sounds absurd. 16B USD is RM64B, almost as big as CIMB or PBB, which is crazy. Unless for some reason Yinson can win 1 big FPSO every year for the next 10 years, and eventually have a profit of RM1B per quarter and positive cash flow. Until then, kind of hard to image Yinson is a RM64B market cap company.

1 week ago

UncleFollower

To clarify, that was my reply to a message since deleted whcih suggested order book is close to 6B. Yinson has US16B order book wasn’t referring to market cap. Agree with the comment above, 10B not a problem. Market holding it back now in case of any negative surprise from Agogo

1 week ago

VincentTang

Brent oil price big drop

1 day ago

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