YINSON HOLDINGS BHD

KLSE (MYR): YINSON (7293)

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Last Price

2.38

Today's Change

-0.03 (1.24%)

Day's Change

2.37 - 2.41

Trading Volume

2,801,200

Corporate Figure or Shareholder
Discussions
5 people like this. Showing 50 of 3,935 comments

5354_

Lim Han Weng(Yinson boss) buy Icon he need cash. Is the cash raised by selling Yinson?

Posted by diuleiloumei > 3 hours ago | Report Abuse

Fund raising, fcpo tp 2.94 only. Run!!

2 weeks ago

5354_

Yinson dividend only 2 sen compare to Icon 5 sen. No wonder Lim Han Weng bought Icon.

2 weeks ago

diuleiloumei

Knn good qr but drop like waterfall

2 weeks ago

5354_

Rebound today. EPF like to buy Yinson any1 here know why?

2 weeks ago

Mabel

Yinson good company..

2 weeks ago

BursaVulture

yinson green invested in some EV offshore vessel, maybe they buy icon so that yinson green can deploy their EV vessel via Icon, and from there, hopefully to the world.

2 weeks ago

BursaVulture

looks like OTB left yinson...

2 weeks ago

Raymond Tiruchelvam

looks like the market settled yinson price for the day and week at 2.36 exactly at the price of the private placement.... just goes to show market can do exactly what the shareholders do .... peace and heere is to a smooth ride ahead

2 weeks ago

Raymond Tiruchelvam

BursaVenture.... OTB is still very much in yinson.... not mother but WA.... peace to that too

2 weeks ago

BursaVulture

I see... WA gives higher return if Yinson fly. Makes sense. Oh well, until all 3 FPSO sails and yinson slowly pair down their debt, then maybe can fly.....

2 weeks ago

Raymond Tiruchelvam

WA will give higher return yes .... but loses out on div which is at 9.05%.... tit for tat... but yinson is a good counter nevertheless, as it has the highest secured book order than any company in bursa or elsewhere :-) peace

2 weeks ago

Raymond Tiruchelvam

sorry correction div yield at 1.2% and PE at 7.8

2 weeks ago

diuleiloumei

Good also he left, he also sangkut at ytlpower. This stock will fly without him

2 weeks ago

BursaVulture

he stuck at ytlp? i thought he bought last year, he must be in the green for ytlp.

2 weeks ago

sultan

The boss of Yinson is Lim Han Weng. His wife is Bah Kim Lian. He has three sons (Lim Chern Yuan, Lim Chern Chuen, Lim Chern Wooi) and one daughter (Lim Chern Fang).

1 week ago

UncleFollower

Historically Yinson didn't hold too long at low levels. Every time I play Yinson I end up regretting selling too early lol

1 week ago

UncleFollower

@BursaV why say OTB left Yinson? Got notice of change in substantial shareholder?

1 week ago

BursaVulture

He is very quiet.... was wondering why.

1 week ago

Vdhawan

OTB is one of the substantial shareholder of Yinson?

1 week ago

Mabel

OTB will come back when Yinson is ready to dance...

Right now Yinson TA is not so good FA is good..

Sometime this Bursa very funny..

Some counter FA not so good but TA so good..

Axiata loss RM 2.457 billion RM 2.8 can why BIMB RM 553 mil profit can only reach RM 2.61?

1 week ago

OTB

I bought YTLPower in a very big way at 1.10 only, very huge profit now.
I am a bit disappointed with Yinson and Yinson-WA.
I spotted Yinson-WA and YTLPower around 0.70, I bought Yinson-WA instead of YTLPower because all 10 analysts were recommending Yinson. No analyst recommended YTLPower.
Until now, Yinson-WA still cannot perform despite very good net profit reported in Yinson FY 2024 result.
I feel sad because Yinson just cannot perform.
I have studied all FA of Yinson in great details, just cannot understand why the share price of Yinson and Yinson-WA cannot perform.
All effort wasted.
Nothing to write here because the share price just cannot perform.
Thank you.

1 week ago

Raymond Tiruchelvam

have faith.... yinson is not a bad company but badly managed with regards to investor positioning, its a company with the biggest book order in all of bursa companies, but sadly this is accompanied with high gearing and risks, as it only talkes 1 FPSO to delay or screw up and all is up in smoke... high roisk high return... are you willing??? thats the question

1 week ago

BursaVulture

Raymond is right. The problem is the super high debt. Once all 3 FPSO sails, Yinson should set a goal to reduce the debt and only take 1 FPSO per year. If they can gradually reduce the debt while increasing the profit, it will fly. All up to the management. WA due in about 15 months time.

1 week ago

8dragon

You don't expect the bullish trend of Yinson from the past will return... Maybe you could wait for the next 2 years....

1 week ago

diuleiloumei

Yinson will fly after he sell, maybe yinson mgmt doesn't like him

1 week ago

Vdhawan

Yinson moves slowly but it does perform

1 week ago

OTB

Posted by Vdhawan > 4 minutes ago | Report Abuse

Yinson moves slowly but it does perform
----------------
Yes, hope you are right.
For the share price of Yinson or Yinson-WA to perform, TA reading must be bullish first.
Presently, no sign.
Still waiting patiently.
Thank you.

1 week ago

JSJH02

Yinson is probably a of the most misunderstood company. Part of the reason is due to the accounting standard requirements for its EPCIC for FPSO MQ, Atlanta and Agogo to follow accounting lease instead of financial lease. The main difference is recognizing of the under construction as revenue thus resulting in recognizing of construction profit and need to pay taxes as well. All the financing interests for under construction FPSOs also charge as operating expenses, thus resulting of massive -ve cash flow. To sum it up all under construction costs and financing expenses, are operational cash outflow. Put it in a simple term, it is like building a shopping mall with a fixed rent and tenure but all construction cost and its bank interest are treated as cash flow.

If Yinson is really operational -ve cash flow, none of the financial institutions will keep lend it money. Yinson business model is building then owning of assets with contractual rent and tenure. It is like IPP those day.

Yinson also re-invest its capital aggressively for the future at the expense of the current profit. Market valued its renewables and GreenTech at zero, yes is zero. Instead they have invest a lot of capital and these assets definitely not worthless.

1 week ago

BursaVulture

@JSJH02

Yes, misunderstood. and yes, like IPP... just need to wait.

1 week ago

Bullstocks888

Hold tight. Yinson will perform one day.

1 week ago

Mabel

Meanwhile, aided by a whirlwind of bullish news, Brent prices surpassed the $90 per barrel threshold and surged past the $91 per barrel mark on Friday morning. The anticipation of Iran’s retaliatory strike on Israel, a developing Mexico export shortage, and the continuation of OPEC+ cuts have boosted sentiment in the oil market recently. On the other hand, the potential of the Fed not cutting interest rates this year could pour some cold water on the oil price rally.

1 week ago

Philip ( buy what you understand)

OTB,

Watch and your will just miss it. Maria completion is 5 months ahead of schedule, just finished naming rights and now on route to Brazil meaning this year you will have contribution from 2 FPSO with contacts of 500k+ usd per day charter. That means by end of the year, yinson will have 2 "powerplants" up and running, and another one next year. For those who know what to look for, how often does TNB give you a powerplant contract and also advance you the power plant money to construct? Yinson gets this type of advantage. All I can say is, I fully expect yinson to be a 40 billion ringgit company in the next few years.

Then people will complain again why yinson don't bid for more fpso projects...

3 billion cashflow a year mana cari? The key thing is not if they get paid ( especially when oil prices are so high), the key thing is if yinson can complete it's projects on time and on the money. I believe they can, and under budget as well.
>>>>>>>>

OTB

I bought YTLPower in a very big way at 1.10 only, very huge profit now.
I am a bit disappointed with Yinson and Yinson-WA.
I spotted Yinson-WA and YTLPower around 0.70, I bought Yinson-WA instead of YTLPower because all 10 analysts were recommending Yinson. No analyst recommended YTLPower.
Until now, Yinson-WA still cannot perform despite very good net profit reported in Yinson FY 2024 result.
I feel sad because Yinson just cannot perform.
I have studied all FA of Yinson in great details, just cannot understand why the share price of Yinson and Yinson-WA cannot perform.
All effort wasted.
Nothing to write here because the share price in just cannot perform.
Thank you.

1 week ago

Sslee

Shoild take some profit on YTL and move some money to Yinson🤑

1 week ago

OTB

Thank you Philip for your good information.

For the share price of Yinson or Yinson-WA to perform, TA reading must be bullish first.
Presently, no sign.
Still waiting patiently.
Thank you.

1 week ago

Mabel

https://www.upstreamonline.com/rigs-and-vessels/yinson-delivers-5-2-billion-brazil-fpso-five-months-ahead-of-first-oil/2-1-1621878

Malaysian floater specialist Yinson has christened a floating production, storage and offloading vessel destined for Petrobras’ Parque das Baleias development in the northern portion of Brazil’s Campos basin 5 months ahead...

More news...

Meow Meow Meow

1 week ago

Bullrun18

Yup Yinson will appears on KLCI on 2026 …..

1 week ago

OTB

FPSO Agogo is ready to be delivered and found oil at the end of 2025.
FY 2027 (January 2027) result will include all FPSOs chartered services.
PAT in FY 2027 will be > 1 billion per year.
Debt will be reduced to the minimum.
I believe Yinson will be included in FBMKLCI component stock in 2027.
Good luck.
Thank you.

1 week ago

OTB

1.) FPSO Maria Quitéria. Brazil. 100% stake.
https://www.theedgemarkets.com/article/yinson-lands-fpso-contracts-worth-us52-billion-brazil
Contract value = USD 5.2 billion. 22.5 years firm.
Start operation in mid-2024.
Annual (charter rate) revenue = USD 5200 million/22.5 = USD 231.11 million = RM 1.086 billion (1 USD = RM 4.70)
PBT (40% of revenue) = 434.40 million
PAT (37% tax) = 273.67 million

2.) FPSO Atlanta. Brazil. 100% stake.
https://www.oedigital.com/news/494478-malaysia-s-yinson-brazil-s-enauta-pen-firm-contracts-for-atlanta-field-fpso
Contract value = USD 1.9 billion. 15 years firm and with option to extend 5 years.
Start operation in mid-2024.
Annual (charter rate) revenue = USD 1900 million/15 = USD 126.67 million = RM 595.35 million (1 USD = RM 4.70)
PBT (40% of revenue) = 238.14 million
PAT (37% tax) = 150.03 million

I believe 50% of PAT (212 million) will be included in FY 2025 income statement.
Thank you.

1 week ago

BursaVulture

It is just like MFCB… waiting game. MFCB flew 6 months after their hydro goes online. Yinson will do the same if everything goes accordingly. It is a waiting game.

1 week ago

167697

Major bottom of YINSON was 2.31. It will go up and down up and down like other stocks. At least for now it is uptrend until a point it will drop again. It is unlikely to be a straight like up 45 degree YTL power. It is nature of the game. At least the turning point was 2.31 and then at some point it will go down again. The BIG BOYS decide the price. We are small time retailers. Sometimes reports dictate the price, sometimes they do not. Also do not trust at face value the target price set by institutions. The charts tell the whole story and is current. The stock wants to go where it wants to go.

1 week ago

Ytl2023

Deliver but need to wait almost 2025? U main share sure going to miss opportunity cost

6 days ago

Mabel

$YINSON Q4 Briefing – Expansions well underway, with big targets in the coming years.

1. Contribution from FPSO Anna Nery increased Revenue, GP, EBITDA, PATAMI (since 7 May 2023) YoY, offset by disposal of FPSO Adoon in Q4.
2. EPCIC contributions decline... YoY, recognized RM 5.2b from FPSO Atlanta and Agogo...
3. FPSO Atlanta and Maria Quiteria expected to achieve first oil in 2024, with Agogo in 2025.
4. Renewables Segment still loss making but solar farms are positive on EBITDA basis...
5. ChargeEV...
6. Orderbook currently at USD 23.4 bil...
7. Contract backlog of USD 22.3 bil until 2048...
8. Yinson focuses on the mid-sized FPSO market, as well as conversion / redeployment...
9. Yinson can comfortably handle 5 ongoing FPSO jobs. Very selective in tenders...
10. So far, Yinson has always maintained best in class financial and operational records...”

Meow

5 days ago

BursaVulture

Investment Talk with Yinson Holdings
https://www.youtube.com/watch?v=R1COT8KkLj8

4 days ago

Vdhawan

Thanks, Mabel for the notes. What do you mean by ChargeEV? 🙂

4 days ago

Bullstocks888

I agree with you OTB. HODL!

Yinson is the next YTLPower.

Posted by OTB > 3 days ago | Report Abuse

FPSO Agogo is ready to be delivered and found oil at the end of 2025.
FY 2027 (January 2027) result will include all FPSOs chartered services.
PAT in FY 2027 will be > 1 billion per year.
Debt will be reduced to the minimum.
I believe Yinson will be included in FBMKLCI component stock in 2027.
Good luck.
Thank you.

4 days ago

Permutation

How to go up when only EPF is doing trading? TA also bad. Opportunities lost with capital park here.
Perhaps better to cut now and come back when the TA improve ??

3 days ago

Mabel

Tuesday, April 09, 2024

Brent crude futures have established a firm footing over the $90 per barrel mark and not even a brief opening for a potential ceasefire in Gaza managed to pull it lower. Mexico cutting oil exports will ensure bullish sentiment continues to build in the coming weeks, with further directionality set by the US and Chinese inflation numbers this week, potentially even paving the way for a climb closer to $95 per barrel.

3 days ago

Mabel

#Vdhawan Thanks, Mabel for the notes. What do you mean by ChargeEV? 🙂
09/04/2024 11:20 AM

Vdhawan Dear,

ChargeEV, a business of Yinson GreenTech, is a leading provider of cross-border charging infrastructure network between Malaysia and Singapore. Its primary purpose is to support the transition to electric vehicles (EVs) by developing a fast and widespread charging network. This network aims to make the switch to EVs easier and more accessible for all EV drivers. With strategic partnerships across both Malaysia and Singapore, ChargeEV ensures that EV drivers are never too far from a charging point. They focus on helping businesses electrify their sites and seamlessly onboard them onto their EV charging network, acting as a trusted partner in the transition to electric vehicles.

Yinson GreenTech (YGT), the parent company of ChargeEV, is a global energy infrastructure and technology company headquartered in Malaysia. YGT operates in offshore production, renewables, green technologies, and offshore marine, with a presence in 18 countries. Established in 2020, YGT focuses on delivering clean, integrated, and technology-enhanced ecosystems across marine, mobility, and infrastructure segments. Their strategic investments include advanced hydrofoil systems for electric vessels, e-bikes, swappable batteries, autonomous technology for electric vehicles and vessels, marine energy storage solutions, and electric vehicle charging solutions. Ultimately, YGT aims to create a proprietary digital marketplace that provides affordable and accessible tech-based low-carbon products and services, helping businesses and communities achieve net-zero ambitions.

In summary, ChargeEV and Yinson GreenTech collaborate to accelerate the development of EV charging infrastructure, making it easier for people to adopt electric vehicles and contribute to a greener future.

To Our Success

Meow

3 days ago

Mar2083

Hope not down further next week 😓

38 minutes ago

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