TG net short position further dropped to 0.46%

37,560,253 0.46%

Posted by Jeffrey > 18 hours ago | Report Abuse

Topglov net short position dropped from 0.65 to 0.48% Good sign!!

39,087,966 0.48%

Bursa announcement ma. Basic knowledge.

change
No of securities
Type of Transaction Nature of Interest
1 06 Jun 2024
2,000,000
Disposed Direct Interest
Name of registered holder KUMPULAN WANG PERSARAAN (DIPERBADANKAN)

QR release date already announced??

3rd round trading TP 1.25 🤗

My TP is a realistic TP.

Topglov net short position dropped from 0.65 to 0.48. Good sign!!

39,087,966 0.48

Shameless tin kosong auntie Huang who posting negative facts in TG forum since last year October?

Proven you are wrong about TG. I made two rounds of handsome profit from TG since I promoting TG here.

Which dumbbell critic Topglov and Topglov shut up 64.8% from bottom 0.795 to 1.31?

Proven you tin kosong in Sapura Energy and Topglov forum so many rounds.

Tin Kosong yet shameless old thick face auntie HuangBK72!

Tin Kosong Auntie Huang who accepted your challenge? I remember offered you my dog for your nonsense challenges.


My purpose just tell I3 forumers you are tin kosong. Hahahhahaha you still don't understand?


Baidu Inc
HKG: 9888
OverviewCompareFinancials
95.25 HKD -15.45 (-13.96%)past month
6 Jun, 11:02 am GMT+8 • Disclaimer

China Bester Group Telecom Co Ltd
SHA: 603220
OverviewCompareFinancials
27.27 CNY -5.73 (-17.36%)past month

Auntie Huang you not only tin kosong but shameless thick face auntie. When you posted your sell transactions?

You can bullshit 1000 rounds you made profit but it is a down trend stock since the 1st day you claim you bought the stock.

Why not you claim you bought Nvidia 10 years ago? You think people believe your bullshit?

Talking about opportunity lost, auntie Huang Topglov shoot up from 0.795 to highest 1.31. Your opportunity lost in Topglov is 64.8%!!!

Why you so dumb one??

Hahhahahah reality is this.

Opportunity lost VS real lost which one more painful??

Baidu Inc
HKG: 9888
OverviewCompareFinancials
95.25 HKD -15.45 (-13.96%)past month
6 Jun, 9:44 am GMT+8 • Disclaimer

You can post you made how many rounds in China stocks but the record in I3 shown you lost naked 🤣🤣🤣🤣

Opportunities are everywhere. Don't hang yourself under one single tree. Lossing an opportunity is very much better than your actual lost. Tin Kosong auntie Huang do you understand??

Auntie Huang tin kosong loosing opportunity in YTLP is very much better than you huge lost in China stock.

Tin Kosong but pretending panlai.

Many Malaysia stocks hit multiple years high but Auntie Huang Bok Kai`s china stocks heading south all the way.

Auntie Huang you again dumb dumb average down like what you did in PMCorp 10 years ago.

Dividend stock investor?? Haha haha haha haha 🤣🤣🤣🤣🤣🤣

Do more homework lah Auntie Huang.

Btw Sapura Energy selling the SapuraOMW without EGM or AGM approval. Proven you a tin kosong twice!! ✌

Dumb dumb Auntie Huang Bok Kai. Cham loh, all in china stock now EPF retirement money also koyak already.

Auntie Huang already average DOWN?? 🤣🤣🤣🤣🤣


China Bester Group Telecom Co Ltd
SHA: 603220
OverviewCompareFinancials
27.05 CNY -5.95 (-18.03%)past month
5 Jun, 3:00 pm GMT+8 • Disclaimer

Baidu Inc
HKG: 9888
OverviewCompareFinancials
93.95 HKD -16.75 (-15.13%)past month
5 Jun, 4:08 pm GMT+8 • Disclaimer

Yinson has the high debts and negative cash flow problem. Market not interested because risk is very high.

Armada eating existing projects, no new project meaning no catalyst of growth.

This two abang adik got different problems but same share price performance. Overall Armada still better than Yinson in term of share price performance.

Look at Dayang, Uzma, Wasco, Velesto already broken multiple years high.

Go back to 0.8x lagi bagus. I kasi double up my stack.

I already entered 1st batch now I stay neutral. Up or down I also happy.

Post removed.Why?

Post removed.Why?

Post removed.Why?

I never follow any sifu, I made money from stock market my own way and my own style.

Post removed.Why?

Post removed.Why?

16 bill debt as of last quarter report. This quarter taken another 1.2 + 0.5 billion of debt. Don't forget that 1.7b perpetual bond sitting at Equity in the balance sheet which also a debts. Total debts up to date should be 19.4 billion.
I `m talking about real facts not fun facts.

Yinson’s RM16bil debt too big to ignore


https://www.klsescreener.com/v2/news/view/1323355

In the last five financial years, Yinson’s debt level has ballooned by more than four-fold.

IT is no secret that Yinson Holdings Bhd has been piling on borrowings to fund its projects, but with total debt crossing RM16bil or more than double its market capitalisation, the indebtedness issue has become too glaring for shareholders to ignore.

The fact that the group sits on negative operating cash flow and that nearly 90% of its debt is US dollar-denominated have also added further concern.

Post removed.Why?

Post removed.Why?

Hahaha did I lie about the super high 16 billion debts (latest is 19.4 billion) ? Did I lie about the negative 2.8 billion cash flow ?

Ask yourself do you know the FPSO business? What is the risk of this business?

It that easy to get final acceptance? Do you know the KPI stated in the contract?


You don't understand but keep promoting this stock here.

Armada Sterling V found the 1st oil in Jan 2024. Today already May 2024 still no news on final acceptance yet.

Don't know what is going on in India.

Find the first oil doesn't mean everything OK can claim the full FPSO charter rate. The most important milestone is the final acceptance sign off from the client.

If the ship could not meet the agreed KPI the client would not sign the final acceptance. The loan repayment starting from 1st oil.

FPSO is a very high risk business, the return also high once everything is on track.

16 bill debt as of last quarter report. This quarter taken another 1.2 + 0.5 billion of debt. Don't forget that 1.7b perpetual bond sitting at Equity in the balance sheet which also a debts. Total debts up to date should be 19.4 billion.
I `m talking about real facts not fun facts.

Yinson’s RM16bil debt too big to ignore


https://www.klsescreener.com/v2/news/view/1323355

In the last five financial years, Yinson’s debt level has ballooned by more than four-fold.

IT is no secret that Yinson Holdings Bhd has been piling on borrowings to fund its projects, but with total debt crossing RM16bil or more than double its market capitalisation, the indebtedness issue has become too glaring for shareholders to ignore.

The fact that the group sits on negative operating cash flow and that nearly 90% of its debt is US dollar-denominated have also added further concern.

Haha haha Uncle, manufacting quality control standard is up to 6 sigma which is 1 defect out of 1 million products produced.

FPSO is complex engineering project. Different project teams managed the FPSO development. There are too many dependency factors. No one could guarantee the outcome of each FPSO are 100% same.

Another big challenge is the subsea geography conditions of the oil field.

Not so simple as you think.

Yakah? Theoretically no impact to Yinson`s performance. Practically the FPSO charter will find reason to terminate the contract or give FPSO operators a lot of headaches during oil price down time. You check correlation between Yinson share price with global oil price?

Posted by BursaVulture > 5 minutes ago | Report Abuse

Yinson charter rates are fixed. Oil up or down dont affect them. It is like signing a long term rental contract at fixed monthly price. I dont know why you guys kept saying oil up and yinson must go up. Kenanga got a report on which counter benefit or lose the most when oil price is up or down.


If oil up, pchem is one of the top winner in bursa. Oil up or down, dont affect yinson at all.

你可以下一年半载的单？我没这本事

油价崩盘是时间的问题。没有人可以准确预测几时但是当四架FPSO完成时就差不多了。

等到油价崩盘，轻舟已过万重山。四架新的船要等下一波油价爆涨了。

Post removed.Why?

Yinson must be very lucky got the termination compensation and able to redeployed the same FPSO in other field.

Not all clients so nice in this world. Some just terminate the contract and see you in the Court which protecting own local Businesses.

Armada sterling V waited few months still no news of final acceptance. The delay actually caused by field owner or oil field geography challenges. FPSO operator just have to accept all these unforseen challenges.

The FPSO operators should think out of the box. The current build and lease business model is extremely high risk and requires huge capital commitment.

large upfront capital costs, long project timelines, complex engineering, and potential for operational challenges in remote and harsh environments. After the project completed then wait for the mercy of FPSO charter to sign the final acceptance. At the mercy of FPSO charter to give charter rate based high KPI. At the mercy of FPSO charter to give contract extension or terminate the contract during low oil price crash period.

Yesterday KWAP top up 11 million shares.

Today top up 3 million shares.

You sendiri kira up to date KWAP sudah top up berapa shares!


09 May 2024
3,000,000
Acquired Direct Interest

Haiyoh Mr. Lee you calculate probability of all 4 new FPSOs fail to get final acceptance. If all 4 failed Yinson confirm bankrupt already.

I calculate at least one failure out of 4 new FPSO ma.

P(X=1)=(1,4 ) [ (25%) + (75%)^3]

​

Posted by Sslee > 1 hour ago | Report Abuse

Random probability of tossing a coin 4 times and getting all head is 1 in 2x2x2x2.

Is that how you use to evaluate successful rate of executing multi billion FPSO projects?

Ular told you belated Angpow and Green packet ma. Now you believe already?

If the probability of one FPSO failing to obtain final acceptance is 25%.
Probability of exactly one FPSO failed to obtain final acceptance out of Yinson`s total 4 new FPSOs using the binomial probability formula is about 42%.

In summary Yinson is taking a very high risk on over expansion.

Thanks Mabel!

7.5% still at the high end.
This US 1.2b loan alone coupon payment almost USD 90 million or MYR 423 million a year.

The Kraken final acceptance issue almost sent Bumi Armada into PN17. Luckily AK saved Bumi Armada with his own pocket cash.

On 19th April Yinson just signed US$500 million from five-year senior secured bonds that carry a fixed coupon of whopping 9.625%.

Anyone knows the recent US 1.2 billion loan`s coupon rate?

FPSO business is very high risk business, if any new FPSO couldn't get the final acceptance approval from the charter client. Jialat already.

Look at Bumi Armada`s Kraken FPSO saga with Enquest from 2017 to 2018.

Tan Sri tengok pun mata merah. Sama sama Malaysia gloves Mekar but people already recorded so many quarters of profits. Tan Sri 加油!

https://www.theedgesingapore.com/capital/results/riverstone-reports-higher-1qfy2024-earnings-better-margin-mix

Walao ehh!!

08 May 2024
11,000,000
Acquired Direct Interest
Name of registered holder KUMPULAN WANG PERSARAAN (DIPERBADANKAN)

KWAP top up another 3 million shares today. Why KWAP has to split into so many batches? They like telling the market, hello!! I'm back!!!

07 May 2024
3,000,000

Acquired Direct Interest
Name of registered holder KUMPULAN WANG PERSARAAN (DIPERBADANKAN)

Sharing a YouTube video about gloves stocks outlook.

If you are uncertain whether gloves stock worth to invest now, probably this video gives you an idea in term of latest status of Malaysia gloves industry.

https://youtu.be/3tyNGGe1t8Y?si=xV-Uem4hxPNul_Ks