Posted by Yazid Gonzales > 2012-04-05 00:33 | Report Abuse

Attack this stock

Posted by kcfan > 2012-04-08 23:07 | Report Abuse

目标价：2.20令吉
最新进展
云升控股（Yinson，7293，主板贸服股）2012财年末季核心净利按季下跌17%至700万令吉，全年净利共计2700万令吉，与分析员的预测（2500万令吉）相符。
行家建议
云升控股的物流、岸外海事服务和贸易营运的税前盈利，分别按季萎缩30%、9%和1%。
尽管云升控股2012财年末季并无派息，但我们预计，公司将在来临的年度股东大会宣布派发2.5仙的股息。
云升控股的3年净利复合年增长率为28%，该股仍有增长潜能。
鉴于云升控股添购两艘新岸外船只，我们预测，2013财年的净利增长将推高至14%。
越南Bein Dong的储存和卸载（FSO）设施，料将于2013年次季贡献盈利，我们认为，云升控股2014至2015财年的盈利将各别增长44%和27%。
马银行投资银行

Posted by yazid7655 > 2012-04-09 08:58 | Report Abuse

fuyo.... i really don't understand chinese language...huhuhu....

Posted by Azim Hilmi > 2012-04-09 09:36 | Report Abuse

ini macam kena gune google translate la bro...

Posted by Darren Kho > 2012-04-09 09:39 | Report Abuse

By Google Translate:

Harga sasaran: 2,20 ringgit
kemajuan terkini
Hun Sen Holdings (Belton Bhd, 7 293, motherboard saham perkhidmatan perdagangan) yang suku terakhir fiskal 2012 teras Suku bersih keuntungan jatuh 17 peratus kepada 700 juta ringgit, yang pendapatan tahun penuh bersih berjumlah 27 juta ringgit, selaras dengan ramalan (25 juta euro) penganalisis.
pakar cadangan
Hun Sen terkawal Logistik, perkhidmatan marin luar pesisir dan perdagangan keuntungan operasi sebelum cukai suku penurunan 30%, 9% dan 1% masing-masing.
Hun Sen memegang suku terakhir tahun 2012 fiskal mempunyai tiada dividen, tetapi kami menjangkakan bahawa syarikat itu akan diumumkan pada Mesyuarat Agung Tahunan pembayaran dividen sebanyak 2.5 sen.
Hun Sen yang memegang CAGR tiga tahun keuntungan bersih sebanyak 28%, stok masih mempunyai potensi pertumbuhan.
Memandangkan Hun Sen Holdings untuk membeli dua buah kapal luar pesisir baru, kami meramalkan bahawa pada tahun fiskal 2013 pertumbuhan keuntungan bersih akan menaikkan kepada 14%.
Vietnam Bein Dong, kemudahan penyimpanan dan Pemunggahan (FSO), bahan-bahan akan menjadi suku tahun 2013 kedua sumbangan kepada keuntungan, kami percaya bahawa Hun Sen yang memegang keuntungan 2014-2015 tahun fiskal pertumbuhan sebanyak 44% dan 27% masing-masing.
Maybank Investment Bank

Posted by Azim Hilmi > 2012-04-09 09:42 | Report Abuse

hehe

Posted by Azim Hilmi > 2012-04-09 09:54 | Report Abuse

http://www.theedgemalaysia.com/business-news/211665-maybank-ib-research-maintains-buy-on-yinson-target-price-rm220.html

Posted by yazid7655 > 2012-04-10 15:41 | Report Abuse

so...what are u waiting for??

Posted by yazid7655 > 2012-06-03 15:00 | Report Abuse

yeah...baby...yeah.....

Posted by kenlee > 2012-06-21 18:39 | Report Abuse

new wave coming ?

Posted by kcfan > 2012-07-03 21:32 | Report Abuse

Yinson share price RM2.14.
Yinson PE ratio projected about 14x Jan 2013, and <10 2014 and about only 6x in 2014.
Growth starting from Jan 2013.
Gearing about 1x.
Dividend yield is about 1% only.
Yinson target price fair value RM2.54 Maybank and RM2.68 Kenanga

Comments by Maybank
Results in line, maintain BUY with a MYR2.54 TP. Results met our expectations, with a strong QoQ performance all round. We maintain our earnings forecasts. Yinson offers strong earnings growth (3-year net profit CAGR of 54%) and an exposure to the Vietnam O&G sector without the Dong currency risk, at undemanding valuations. Our SOP-based TP implies a FY1/14 PER of 10x.

Comments by Kenanga
Corporate exercise for the equity portion of FPSO within CY12. Yinson is likely to call for another corporate exercise to fund its equity portion of the FPSO contract. As such, there is a potential for earnings dilution in an early stage, which is something investors should note as well.

Maintain OUTPERFORM.We are positive on the company's prospects given its significant growth trajectory. We have an Outperform call on the stock with a target price of RM2.68 based on FY14 Sum-Of-Parts valuation.

Posted by yazid7655 > 2012-07-10 11:36 | Report Abuse

da sampai target price la bro...try cut 20% dari Maybank n Kenanga target...

Posted by kcfan > 2012-08-14 23:12 | Report Abuse

Yinson will continue to be joint ventures with Vietnam Petroleum Technical Services Agency (PTSC) in Vietnam oil and gas projects.
We strongly agree with this mutually beneficial relationship, This allows both parties have the ability for a better financing regulations to financial institutions, reduce operating and financial risks, as well as Vietnam oil have the opportunity in turn to build its local business.

Experts recommend:
While China and Vietnam stone gas market is full of opportunities, but Hun Sen holding internal debt ratio is maintained at two times in order to maintain fiscal discipline.
It is understood that the company is look to Vietnam a number of floating solutions projects is expected to be start in 2014-2014.
Therefore, we do not rule out the possibility that the company will be a floating production storage and offloading (FPSO), Lam Son, the project (according to the contract of 7 +3), another capital financing activities.

According to the company shareholding in the project, we expect the company to raise of 50000000-60000000 U.S. dollars (about 150 million to 180 million ringgit).

Nevertheless, the company can continue to grow (51% 3-year net profit CAGR) forecast of the 2014 fiscal year earnings ratio of 8 times.

Posted by Siow Wei Sen > 2012-12-04 17:39 | Report Abuse

Buy and hold.. it may break 3 months high of RM2 above soon.

Posted by Siow Wei Sen > 2012-12-11 16:41 | Report Abuse

Break peak with 3 months high... go go go!

Posted by Siow Wei Sen > 2012-12-20 16:10 | Report Abuse

Flying now.. going back to top and then reach TP2.54

Posted by Alex Leow Sze Shen > 2012-12-21 15:14 | Report Abuse

Just entered at 2.06!

Posted by Alex Leow Sze Shen > 2012-12-24 15:11 | Report Abuse

Now is 2.01! Lost 0.05 oredi

Posted by messibarca > 2012-12-24 15:27 | Report Abuse

retreat..the entry point buy is high.

Posted by Alex Leow Sze Shen > 2012-12-24 16:00 | Report Abuse

But I still believe it will push back towards 2.10 soon!

Posted by Alex Leow Sze Shen > 2012-12-26 10:54 | Report Abuse

Now is 2.09!!

Posted by Siow Wei Sen > 2012-12-26 11:42 | Report Abuse

Hold it...

Posted by Siow Wei Sen > 2012-12-26 11:43 | Report Abuse

Still can add position with current price.

Posted by Alex Leow Sze Shen > 2012-12-26 12:17 | Report Abuse

Looks good, afternoon maybe be any rising leg!

Posted by Alex Leow Sze Shen > 2012-12-27 11:51 | Report Abuse

Rising and rising! GO go go!

Posted by Alex Leow Sze Shen > 2012-12-27 12:39 | Report Abuse

I think afternoon can surpass 2.15! What say you?

Posted by pradeep > 2012-12-27 14:23 | Report Abuse

I believe this stock is fundamentally a good company to invest.I am not sure whether it is window dressing or not but I notice Siow Wei Sen is very optimistic of this stock.I believe she has done the home work.

Posted by Alex Leow Sze Shen > 2012-12-27 22:27 | Report Abuse

KUALA LUMPUR, 27 December 2012– Malaysia’s premier integrated offshore services provider, YINSON HOLDINGS BERHAD (“Yinson”, the “Company” or “云升控股有限公司”) today announced a revenue of RM192.5 million and a profit after tax (“PAT”) of RM9.33 million for the quarter ended 31 October 2012 (“3QFY2012”) or translated earnings of 4.34 sen per share. According to its Bursa filing today, the Company recorded a total revenue of RM692.0 million and a profit after tax (“PAT”) of RM29.0 million year to date for the period ended 31 October 2012, representing a 26% and 40% increase respectively, compared to its preceding year corresponding period.

Research houses, namely Maybank and Kenanga Research are forecasting Yinson to deliver a PAT of RM32.0 million and RM31.0 million respectively. With the cumulative PAT of RM29.0 million year to date, the Company is confident in achieving these forecasts.

In terms of the Company’s segmental income, all segments namely Transport, Marine and Trading has seen its revenue increase by 28%, 26.7% and 26%, respectively for the quarter ended 31 October 2012 compared to it preceding year corresponding quarter.

The Company’s Floating Production Storage, and Offloading Facility (“FPSO”) contract that was secured in June 2012, a joint venture with PetroVietnam Technical Services Corporation (“PTSC”) with a total contract value of USD737.30 million (approx. RM2.35 billion) is confirmed to be on track to its expected delivery schedule for FY15.

“2012 to date has been an exciting and progressive year for us, especially for our marine segment which has been delivering strong positive growth and financial results quarter on quarter. With that said we will remain prudent on our strategies and project tendering in order to keep ourselves on the right track of positive development and growth.” commented Mr. Lim Han Weng, Chairman and Managing Director.

Recently on the 6 December 2012, Yinson announced that its wholly-owned subsidiary Yinson Vietnam Company Ltd. had entered into a 49% equity Joint Venture with Yen Son Transport in Vietnam forming Yen Son Diversified (“Yen Son”). Yen Son is to undertake the investment of the construction of two (2) warehouses (“Warehouses”) at PTSC Phu My Port in Vung Tau, Vietnam. (Yinson holds 40% equity interest in PTSC Phu My Port). The estimated construction cost of the Warehouses is approximately RM26.09 million with expected commencement date of its construction posted for the 31 January 2013. The above named JV Yen Son will construct, own and operate the Warehouses for a period of sixteen (16) years with an option to extend for another ten (10) years.

PTSC is principally involved in the production and trading of petroleum products, materials and equipment. Its parent company, PetroVietnam is a 100% state owned entity that is authorised to deal with all petroleum related matters in Vietnam.

Posted by Alex Leow Sze Shen > 2012-12-28 17:53 | Report Abuse

Strong buying support! Now it's time to profit!

Posted by Alex Leow Sze Shen > 2012-12-28 19:31 | Report Abuse

KUALA LUMPUR: Yinson Holdings Bhd's 49% owned PTSC Asia Pacific Pte Ltd has raised up to US$300mil to fund the conversion of the floating production storage and offloading system (FPSO).

Yinson said PTSC, in which PetroVietnam Technical Services Corporation owns the other 51%, had on Friday completed the signing of a senior secured loan facility with Singapore's Oversea-Chinese Banking Corporation Ltd and United Overseas Bank Ltd.

The conversion of the FPSO was necessary under its engineering, procurement, construction and installation contract and a bareboat charter contract, valued at US$733mil (RM2.21bil).

Yison said upon delivery of the FPSO, the vessel would be chartered to Lam Son Joint Operating Company. Lam Son is jointly owned by Petro Vietnam Exploration Production (PVEP) 50% and Petronas Carigali Overseas Sdn. Bhd (PCOSB) 50%.

Posted by Alex Leow Sze Shen > 2013-01-03 12:37 | Report Abuse

Good uptrend now. It's 2.24!

Posted by Siow Wei Sen > 2013-01-03 12:41 | Report Abuse

It will break new high and all time high for next few months.

Posted by Alex Leow Sze Shen > 2013-01-03 12:50 | Report Abuse

What is the old high?

Posted by Alvin Lee > 2013-01-03 14:30 | Report Abuse

wow you guys are really into this yinson. this stock is a good growth stock. one of my friend made about 60-70% profit on this stock.

Posted by Alex Leow Sze Shen > 2013-01-03 15:34 | Report Abuse

Alvin Lee: yes....good growth stock, buy and keep! :)

Posted by lmf_hau > 2013-01-03 15:39 | Report Abuse

Siow , mind to share me u hp ?

I m t3b , whatsapp with Mentor Ng + Mentor Chin currently.

Posted by Alex Leow Sze Shen > 2013-01-03 16:35 | Report Abuse

wow! 2.32!!!

Posted by Siow Wei Sen > 2013-01-03 16:53 | Report Abuse

Lmf_hau, u can find me in FB, pm me there.

Posted by Alex Leow Sze Shen > 2013-01-03 17:44 | Report Abuse

Next target price would be 2.35!

Posted by lmf_hau > 2013-01-04 16:23 | Report Abuse

Siow , my hp here , 012 - 677 3328

Posted by Alex Leow Sze Shen > 2013-01-04 20:20 | Report Abuse

OK, next target price is 2.45!

Posted by Alex Leow Sze Shen > 2013-01-08 22:38 | Report Abuse

hit 52weeks high now 2.34!

Posted by Matsaham Mashuk > 2013-01-09 12:47 | Report Abuse

Mmm..wait T+3 for confirmation..smile--)

Posted by Alex Leow Sze Shen > 2013-01-09 17:00 | Report Abuse

today closing 2.35 hit 52w high 2.36 again! Lovely!

Posted by mysterious99 > 2013-01-19 12:37 | Report Abuse

how come sudden peak at 2.35, any news???

Posted by kcfan > 2013-01-19 13:06 | Report Abuse

Good share must hold.Congrats

Posted by Alex Leow Sze Shen > 2013-01-20 23:04 | Report Abuse

congrats! I sold it at 2.32!

Posted by Alex Leow Sze Shen > 2013-01-21 19:38 | Report Abuse

Wow! YINSON drop gao gao today!!

Posted by talk2pkc > 2013-01-22 01:48 | Report Abuse

Me too, off load all at 2.31 , hold over 5 mths ish period with 23% ish profit ....... latest qtr data shows EPS dropped more than 50% !!!! So, b very careful, guys & all the best, lay

Posted by King Kong73 > 2013-01-22 02:11 | Report Abuse

congrats for exiting at the right time...i think the price will slide below rm2..but mr market is in a real mood swing,,it could go below 1.50