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

2.56

Today's Change

+0.11 (4.49%)

Day's Change

2.43 - 2.57

Trading Volume

7,403,900

Overview

Market Cap

7,843 Million

NOSH

3,064 Million

Avg Volume (4 weeks)

4,344,040

4 Weeks Range

2.27 - 2.72

4 Weeks Price Volatility (%)

64.44%

52 Weeks Range

1.83 - 5.18

52 Weeks Price Volatility (%)

21.79%

Previous Close

2.56

Open

2.45

Bid

2.55 x 1,100

Ask

2.56 x 886,700

Day's Range

2.43 - 2.57

Trading Volume

7,403,900

Financial Highlight

Latest Quarter | Ann. Date

31-Jan-2023 [#4] | 23-Mar-2023

Next QR | Est. Ann. Date

30-Apr-2023 | 23-Jun-2023

T4Q P/E | EY

13.38 | 7.47%

T4Q DY | Payout %

0.66% | 8.86%

T4Q NAPS | P/NAPS

1.35 | 1.89

T4Q NP Margin | ROE

9.30% | 14.15%

Market Buzz
Company Profile

Sector: ENERGY

Sector: ENERGY

Subsector: ENERGY INFRASTRUCTURE, EQUIPMENT & SERVICES

Subsector: ENERGY INFRASTRUCTURE, EQUIPMENT & SERVICES

Description:

Yinson Holdings is a transportation and logistics company domiciled in Malaysia. The company organises itself into two segments: marine and other operations. The marine segment, which generates the vast majority of revenue, leases, trades, and operates vessels; offers chartering for other floating marine assets; provides consulting services for ship management; and provides other marine-related services. The other operations segment makes investments, and offers business and management consultancy services.

Discussions
4 people like this. Showing 50 of 3,326 comments

nikicheong

Hopefully Yinson take a chill pill soon. Give Bumi Armada some chance also lah!

4 weeks ago

Bon888

Hey Armada is coming. Check out Armada.

3 weeks ago

i3lurker

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

calvintaneng

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

cruger12345

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

peepduck

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

3 weeks ago

UncleFollower

Managed to buy back warrants sold earlier, and continue to add to mother share position, good luck

2 weeks ago

UncleFollower

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

i3gambler

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

Robert Waters

It has to hurt. 0.06 drop despite agogo success.

2 weeks ago

UncleFollower

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

peepduck

Steady je...

2 weeks ago

Robert Waters

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

UncleFollower

Tis the premium to pay for quality, stability, management, etc...

1 week ago

UncleFollower

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

UncleFollower

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

peepduck

Steady like a rock..

1 week ago

7210

how will the US banks collapse affect Yinson?

1 week ago

UncleFollower

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

joaco54

Win win for Yinson

1 week ago

mf


US 30
31,554.00 -308.0 -0.97%
US 500
3,889.00 -27.6 -0.71%

1 week ago

zhexiangxd

why epf keep disposing if it is good counter?

1 week ago

hhhiii123

@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

UncleFollower

@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

UncleFollower

@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.

1 week ago

Fabien _the efficient capital allocator

Erm...FPSO orderbook of RM97.3 billion

6 days ago

rl68

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.

5 days ago

rl68

FPSO : First oil
Anna Nery: April 2023
Atlanta: Jun 2024
Maria Q.: Jun 2025
Agogo: March 2026

5 days ago

novel23

last minute gap down 2.39-->2.35
hmmm...

5 days ago

UncleFollower

@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

5 days ago

UncleFollower

@novel23

last Friday last inute gap down 2.48-->2.41

5 days ago

UncleFollower

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.

5 days ago

novel23

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

5 days ago

hhhiii123

qr with tripple profit but declare 1 sen dividend only, O&G just a cheap industry for speculation only lol

4 days ago

UncleFollower

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

2 days ago

UncleFollower

Dialog is also hovering at 200MA. Hibiscus has convincingly broke below as oil broke. And Armada is still way above

2 days ago

UncleFollower

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

2 days ago

UncleFollower

Yinson itself could be rather boring. But post-rights, the warrants offer an excellent risk/reward prospect, especially for small investors like us.

2 days ago

UncleFollower

Currently trading at higher premium than before. This has more to do with weak mother share price than high warrant price.

2 days ago

UncleFollower

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

2 days ago

UncleFollower

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

2 days ago

UncleFollower

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

2 days ago

UncleFollower

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).

2 days ago

UncleFollower

The one time where charts work so well

You had the bounce off 200MA with a dragonfly doji
The RSI below 30 turning up
The SO below 20 turning up

Can't get better than this

5 hours ago

novel23

congrat uncle for big gain

4 hours ago

Post a Comment