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

2.54

Today's Change

+0.03 (1.20%)

Day's Change

2.51 - 2.57

Trading Volume

7,694,200

Details of Changes
Securities After Change
Transactions
Ann. Date Name Details of Changes Securities After Changes
Date Type No. of Shares Price Direct (%) Indirect (%) Total (%)
Discussions
4 people like this. Showing 50 of 3,451 comments

Robert Waters

Yes, but eventually it goes with oil.
But better not say it here. SOPHISTICATED investors hate this claim.

2 months ago

rl68

Yinson recognised once again as one of Malaysia’s Best Managed Companies by Deloitte

Posted Date: 14 Jul, 2023

2 months ago

yewnamhung

Any good news also hard to move. Kura-kura

2 months ago

Felix888

Other oil and gas counters hunger for new project but Yinson`s shareholders like Walao ehh new project again? Are you sure got resources to manage it?

2 months ago

novel23

drop again while other counter all up zzz

2 months ago

BursaVulture

Yinson to Acquire Atlanta FPSO, Activating 15-year Charter with Enauta

https://www.oedigital.com/news/506548-yinson-to-acquire-atlanta-fpso-activating-15-year-charter-with-enauta

2 months ago

fregend

this is EPF trading counter

2 months ago

James_Bond

Fed increasing rates, bad for company with huge loan for instance Yinson!

https://www.cnbc.com/2023/07/26/fed-meeting-july-2023-.html

1 month ago

BursaVulture

They hedged their loan, most of their loans. Goes to show u are not a shareholder and never attended any of their q and a during AGM

1 month ago

Vdhawan

So lucky to get the ESOS at the price of RM1.99. Wonder their employees will sell them now and earn 28% profit. ha

1 month ago

Vdhawan

RE won't jeapordise oil and gas market

1 month ago

BursaVulture

On behalf of YHB, AmInvestment Bank wishes to announce that the Proposed Acquisition has been
completed on 31 July 2023. AFBV has transferred the 1 AFPS Share to YBHPL, and YBHPL has paid
approximately USD22.2 million (equivalent to approximately RM102.5 million) of the Option Price and AFPS
has drawn down USD318.9 million of the Call Grantor Loan on 31 July 2023. In view of the above, AFPS is now an indirect wholly-owned subsidiary of YHB from 31 July 2023.

https://disclosure.bursamalaysia.com/FileAccess/apbursaweb/download?id=138998&name=EA_GA_ATTACHMENTS

1 month ago

Vdhawan

Good announcement from Yinson. Brace for it to reach 52 weeks high

1 month ago

fregend

hard to even break 2.60, even with good news and prospects

1 month ago

Vdhawan

Why saying so, fregend? 😳

1 month ago

fregend

It has been ranging for 4 months

1 month ago

Vdhawan

But it seems like YS might hit or even pass RM2.60 this month by looking at the chart..

1 month ago

fregend

Congrats finally break 2.60

1 month ago

novel23

always u-turn when crossover 2.6 zzz

1 month ago

Robert Waters

Not bad. But tell me when we reach RM 5.00.

1 month ago

fregend

lucky I already tp 2.60 hehe

1 month ago

rl68

FPSO Anna Nery:
 67% debt funded via a five-year US$670m syndicated loan facility from 2021
 33% funded via Yinson’s rights issue in May 2022
FPSO Maria Quiteria:
 76% debt funded via a six-year US$720m syndicated loan facility from 2022
 On 7 Aug 2023, Yinson signed a US$230m term loan to fund its equity portion
of the capex
FPSO Atlanta:
 80% funded via a 15-year US$379.5m loan from Enauta
 Yinson will fund the remaining capex of US$94.9m via its internal cash
balances
FPSO Agogo:
 US$500m upfront payment from Eni
 Project financing bank debt of c.US$1bn
 Yinson will need to fund the remaining capex of US$300m, most likely via a
new term loan, as reported today by Bloomberg
Source :CGSCIMB Report

1 month ago

BursaVulture

Strategy Insights From Yinson's Chief Strategy Officer - JJ Chai, VUCA Insights Podcast E0012

https://www.youtube.com/watch?v=-WFh49Ahnmw

1 month ago

rl68

Average ROE of Yinson for the past 10 years is 15%.
Source: klse.i3investor.com

1 month ago

rl68

Yinson is scheduled to release its 2QFY24F results on 29 Sep 2023. We reiterate Add,
with an unchanged SOP-based TP of RM3.57. We expect Yinson’s 2QFY24F PATAMI to
exceed 1QFY24’s RM208m, as Yinson will book in the full BBC rate from the FPSO Anna
Nery which achieved first oil on 7 May 2023; this is the key re-rating catalyst. The standby
rate for the Anna Nery from 3 Jan 2023 up to the day prior to first oil on 6 May 2023 is still
under negotiation with the charterer; hence, Yinson may only be able to book this in
3QFY24F or 4QFY24F. Downside risks include project execution challenges, and higherthan-expected borrowing costs.
Source: CGSCIMB Report.

1 month ago

Vdhawan

KWAP sold on good news then. ha

1 month ago

UncleFollower

This Yinson-WA buyer...big money. Been many weeks. It's not easy to resist the temptation to sell. I am now running out of warrants to sell. It takes all of my energy and then a bit more to resist selling my balance half to them now hehe

1 month ago

novel23

always last minute push to 2.60, and tomorrow will drop back to 2.50-2.55 range 🤔

1 month ago

James_Bond

High interest rate environment is BAD BAD BAD for high DEBT company like Yinson! That’s why push to sell, do you understand? Buy Yinson now is no difference from Kamikaze!

3 weeks ago

BursaVulture

@James_Bond

Clearly you never attended any of their briefings. Their borrowings are all hedged, I think 90% of them if I am not mistaken.

3 weeks ago

BursaVulture

Just like their charter contracts, the fees are fixed, if oil goes up USD1000 per barrel, it wont cause a sudden boost in profit too. They play safe, down side is you wont see a sudden spike in profit, thus dont expect a sudden spike in share price too.

3 weeks ago

UncleFollower

Sold a bit more warrants but still holding a substantial portion. Mother share is tempting too - but doesnt make sense to go for mother when son is still low premium w reasonable expiry date...what say u

1 week ago

UncleFollower

If you're in Yinson, you're probably in Armada Hibiscus and maybe even Dayang Uzma. Profits from there can pay for holding Yinson already

1 week ago

Permutation

https://theedgemalaysia.com/node/681667
Yinson targets near US$1b ebitda by 2025

Why does Yinson refuse to move up despite the rosy profit projections? Is the profit projection for real or is there a catch? The qtr result due out before month end should provide some direction. Someone I heard bought Yinson WA using margin financing and will be subjected to heavy capping after september 2023. Can it be interpreted as the broker know something we dont??

5 days ago

BursaVulture

@Permutation

MFCB also never fly until they see profit from their hydro dam. Everybody knows the dam is completed and up and running, stock price remains more or less the same until money comes in. Why nobody went in big when it is about to complete?

Yinson can say whatever they want, until the profit is booked, stock price wont move. Because talk is cheap, every CEO can say they expect 2 or 3 times more profit in the coming years, question is, can they deliver? when and if they deliver, stock price will also move up.

5 days ago

UncleFollower

@Permutation yes I think BursaVulture said it very well. Yinson isn't cheap now, it's cheap if they deliver on everything. Given current valuation is already due to a fantastic track record, unlike Armada

4 days ago

UncleFollower

Who is that someone buying Yinson WA? This WA is moving in a mysterious way. There's a reasonable healthy volume, and an almost flat price regardless of macro events, regardless of mother share movement

4 days ago

UncleFollower

It's noted if that someone isn't an insider, he doesnt need to declare interest even when it exceeds 5% because it's on the warrants not mother share. One can only see shareholders list when annual report is out

4 days ago

UncleFollower

There'll hardly be any surprises - 29th Sep Yinson will announce another quarter of explosive earnings (yoy) because of Agogo and full recognition of Anna Nery. What'll happen to share price then?

3 days ago

UncleFollower

Too obvious isn't it, doesnt feel right lol

3 days ago

Fabien _the efficient capital allocator

More FPSO jobs amidst fewer contractors with proven track record. FPSO contractors would still be in high demand
by clients in the coming year (2024) as Brazil and Africa would still see more contract announcements. Due to the
importance of project execution and funding capability, barrier of entry into FPSO market remains high. YINSON remains
as one of the top FPSO contractors in the world and we believe they remain in very favourable negotiation position with
clients. To note, its top competitors (in terms of track record and trust from the clients) namely SBM and Modec already
have their hands full with 15-20 contracts to be executed, causing competition for new FPSO contracts to be lower than
previous years. Therefore, we believe FPSO contractor with track record and more balance sheet headroom would
benefit from this trend in FPSO industry in the coming years.

11 hours ago

Post a Comment