YINSON HOLDINGS BHD

KLSE (MYR): YINSON (7293)

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Last Price

2.36

Today's Change

-0.03 (1.26%)

Day's Change

2.35 - 2.41

Trading Volume

4,165,500


5 people like this.

6,127 comment(s). Last comment by JediMaster1 2 hours ago

Huangbk72

5,278 posts

Posted by Huangbk72 > 5 days ago | Report Abuse

Aiyah SSLee... explaining so much to Miketikus is useless.

He teaches "ajaran sesat" like that Raja Bomoh aka Raja Bohong

Miketikus feeble mind cannot process after 3.. so he only can count till 3

Keyword " accounting treatment of asset or expense based"

Let the dumdum Miketikus spin this.. 🤣🤣🤣🤣

Huangbk72

5,278 posts

Posted by Huangbk72 > 5 days ago | Report Abuse

If Yinson uses Financial Lease at the start of each purchase while revenue comes in after completion, they are super dum like Miketikus 🤣🤣🤣

jjohnchew

4,307 posts

Posted by jjohnchew > 5 days ago | Report Abuse

Hoho the statement is from Insider lo .. are they getting dum ke ..kon ss leee yr konPetHuangbk said so le ..🤣

Posted by jjohnchew > 6 minutes ago | Report Abuse

>>> This is so that Yinson’s investors can have a better understanding of how the accounts will look from a finance lease and operating lease perspective.

IFRS is still what Yinson is required to follow. Even though presenting the operating lease numbers is not in line with IFRS, it is something that Yinson will look at doing better to explain its numbers in the next financial year.

>>> eg :

Yinson :

QR ended July 2024 :

Segment information : RM million

> For the 6 months period ended July 2024 :

1.) Renewable : Gross Revenue 66 million- Elimination 1 million = 65 million

Results : + 9 million.


2.) Green Technology: Gross Revenue 26 million- Elimination 19 million = 7 million

Results: - 22 million


3.) Other Operations : Gross Revenue 459 million- Elimination 458 million = 1 million

Results: - 47 million


👉4.) FPSO Operations: Gross Revenue 2904 million- Elimination 1521 million = 1303 million

Results: + 810 million

—-

Posted by Huangbk72 > 3 minutes ago | Report Abuse

If Yinson uses Financial Lease at the start of each purchase while revenue comes in after completion, they are super dum like Miketikus 🤣🤣🤣

jjohnchew

4,307 posts

Posted by jjohnchew > 5 days ago | Report Abuse

Hoho and just coincidence le after I am posted The edge article…

马交所要求上市公司 采用IFRS永续披露标准
2024年12月23日



吉隆坡23日讯)配合国家永续发展报告框架(NSRF)的推行,大马交易所修订了上市公司的永续报告框架要求,需采用IFRS永续披露标准。


jjohnchew

4,307 posts

Posted by jjohnchew > 5 days ago | Report Abuse

JAKS

1.) Vietnam Power Plant 1200MW EPCC RM 8.7 billion …Share of Profit n Dividends :


2020 : RM 3.8 million ( 1 Power Plant is COD on Nov 2020 )


👉 2021 : RM 140.7 million ( The 2nd Power Plant is COD on January 2021 , with BOT 25 years contract until 2046 ).


2022 : RM 156.2 million , Dividend RM 70.0 million


2023 : 1QR = RM 28.326 M , 2QR = RM 32.312 M , 3QR = RM 35.862 M , 4QR = RM 34.503 M plus Dividend RM 27.386 M

2023 : RM 131 million , Dividend RM 27.385 million


Total Share of Profit = RM 431.703 Million

Total Dividend = RM 97.386 Million

Total = RM 529.089 Million

> Share of Profit in QR ended March 2024 =
RM 32.384 million

>> Total = RM 561.463 million


> Share of Profit in QR ended June 2024 = Rm 21.33 million

Dividend = RM 14.21 million

👉 Total = RM 597 million.


> > Share of Profit in QR ended September 2024 = Rm 36.29 million


👉Grand Total 🟰 RM 633.3 million 👍

> Jaks 30 % share in Vietnam Power Plant Joint Venture invested ard RM 600 Million.
( RM 400 million is from the Profit of Construction contract of the Vietnam Power Plant, EPC2.)

Initially PayBack 8 to 9 years ..

Referring to the Grand Total , PayBack period is by 2024 .. ie : from 2021 to 2024 ~~ 4 years ..

👉From Vietnam Power Plant 1200 MW EPCC RM 8.7 Billion started on October 2016 ,
Payback period is 8 years.


按照购电协议,电力售价将随原料价格波动。意味着业务盈利贡献获得保证。Jaks管理层曾透露内部回酬IRR介于12%,PAYBACK PERIOD为8至9年


👉👉👉 Jaks Vietnam JV Power Plant 1200 MW , EPCC RM 8.7 billion is COD on January 2021 with recurring Income for 25 years 👍.

jjohnchew

4,307 posts

Posted by jjohnchew > 5 days ago | Report Abuse

Jaks Annual Revenue and Net Profit / ( Loss ) :


1.) FYE2020 : RM 259.4 million with Loss ( RM 80.5 Million. )


2.) FYE2021 : RM 109.7 million with Net Profit RM 51.9 million. ( Vietnam Joint Venture Power Plant 1200 MW with EPCC RM 8.7 billion is COD on January 2021 )


3.) FYE 2022 : RM 89.8 million with Net Profit RM 53.5 million.


4.) FYE 2023 : Rm 37.787 million with Net Profit RM 15.527 million..


5.) FYE 2024 :

>> 👉1QR : RM 14.2 million with Net Profit RM 12.4 million.

>> 👉2QR : RM 13.1 million with Net Profit RM 8.4 million.

>>👉3QR : RM 14.1 million with Net Profit RM 22.5 million.

Sslee

7,371 posts

Posted by Sslee > 5 days ago | Report Abuse

Will see whether at end of the day I have any luck on my q buy 2.30, 2.29, 2.28 and 2.27

Or tomorrow I have a better luck q buy jaks at 0.1

Sweetheart_17 下跌股:Jaks控股 RM0.10支撑 ( 建议賣出 )
2025年01月22日

Jaks 日闭市时报收0.13 继续出现卖压,仍然处于下跌的趋势。

它的支撑位置处于0.10令吉的水平间,而阻力水平处于0.135-0.14令吉的水平间。

21/01/25行情

Huangbk72

5,278 posts

Posted by Huangbk72 > 5 days ago | Report Abuse

LOL Miketikus doesn’t even realize how dumdum he is.

Talking accounting treatment while not knowing black from white 🤣🤣

As usual, things you don’t know, don’t talk, shows your low intelligence



Posted by Philip ( buy what you understand) > 5 days ago | Report Abuse

Do share buyback also impact. Don't do share buyback also impact. Tell me again what issues yinson have with no first oil Atlanta? If you want to find a million reasons not to buy yinson please go ahead. But repeating and reposting over and over and drown out other forumer sharing is for what purpose?

Huangbk72

5,278 posts

Posted by Huangbk72 > 5 days ago | Report Abuse

LOL Miketikus still no mirror

You are the BIGGEST LIAR in i3.

Posting fake facts and figures

Even mix up current ratio is working capital indicator 🤣🤣🤣🤣

trader808

322 posts

Posted by trader808 > 5 days ago | Report Abuse

1 Following the announcement of new funding last week, the share price has collapsed spectacularly. And so has the warrant. Warrants has an exercise price and a maturity date. In the case of Yinson wa, the exercised price is 2.29 and the maturity date is about 4 months away from today. The number of outstanding warrants is about 362m

2. Considering these features, hence the value of a warrant therefore has two price components. The intrinsic value plus a time value.

3. Yinson is now trading at 2.38 so, the intrinsic value of the warrant is 2.38 minus 2.29 which is 9 sen. Given that the current warrant price is 24.5sen hence, the time value is 15.5sen with 4 months remaining.

4. If you buy the warrant today at 24.5 in which the intrinsic value is 9 sen you therefore, acquire it at 15.5 sen extra which is 15.5/9 or 172% premium

5 In my opinion, the life span of 4 months for a warrant is a very shot period of time. Anyone should be cautious and be seriously aware of the expiry date.

6. What do you think would happen to the warrant in 4 months time. Will it go out of money and die worthlessly?.

7 If the warrant is in the money, and with the exercise price of 229, the major shareholders will have to come up with huge sum of money to convert to mother share. Otherwise, they will face share dilution. Hence there is a tendency for the major shareholder to price the warrant out of money to avoid conversion and dilution.

8.Considering the damaging effect when all the warrant are converted to mother shares The share capital will be enlarged by 362m new shares. At 2.38 a share and 3207m issued shares the current market capital is RM7634m. When 362m new share are added, the enlarged shares capital becomes 3569m shares. The revised price would be 7634/3569 = Rm2.14

9 Hence, the warrant is actually damaging to the major shareholders and has a downwards pressure on the share price. Owing to these two factors, there is a tendency to let the warrant expire out of money. For these to happen, the share price must momentarily fall below 2.29 as we advance towards the maturity date.

10. If you are considering buying the warrant and a cheap entry to the mother shares , think again. And If you are still holding the warrant, also think again.

11. This is my personal and layman perception of the counter and its warrant. It is not a recommendation to buy or sell. And it is not intended to influence your investment decision and strategy.

12. Happy trading
22/1/2025

Sslee

7,371 posts

Posted by Sslee > 5 days ago | Report Abuse

You need to pay 2.29 conversion price to Yinson to convert warrant to Yinson share.
So the revised price is (7634 + 362×2.29)/3569

8.Considering the damaging effect when all the warrant are converted to mother shares The share capital will be enlarged by 362m new shares. At 2.38 a share and 3207m issued shares the current market capital is RM7634m. When 362m new share are added, the enlarged shares capital becomes 3569m shares. The revised price would be 7634/3569 = Rm2.14

Sslee

7,371 posts

Posted by Sslee > 5 days ago | Report Abuse

The problem will the controlling shareholder converted his warrant holding to Yinson share?

Sslee

7,371 posts

Posted by Sslee > 5 days ago | Report Abuse

By the way Jaks warrant for sure will expired out of money.

Type: Warrants
Sector:
Listing Date: Nov 26, 2020
Maturity Date: Nov 18, 2025
Issue Size: 540,050,650
Exercise Price: MYR 0.49
Ratio: 1:1
Underlying Stock: JAKS
Avg Volume (4 weeks): 470,933
4 Weeks Range: 0.01 - 0.015
52 Weeks Range: 0.01 - 0.055

Huangbk72

5,278 posts

Posted by Huangbk72 > 5 days ago | Report Abuse

LOL... Miketikus.. Are you being real??

Working capital = short term obligation? 😂😂😂😂😂😂

So your theory Jaks Current ratio 1.04 means they have enough working capital for 1 year??


Mana lubang this budak came from?? 🤣🤣🤣🤣🤣
Posted by jjohnchew > 1 hour ago | Report Abuse

Hoho oh forgotten KonLee is the DumbasxTinKosongLeader ..🤣🤣🤣

The current ratio, also known as the working capital ratio, measures the capability of a business to meet its short-term obligations that are due within a year.

jjohnchew

4,307 posts

Posted by jjohnchew > 5 days ago | Report Abuse

President Trump says he will declare a "national energy emergency" as one of his first acts as president, pledging to support the domestic production of fossil fuels.

"We will drill, baby, drill," he said during his inauguration speech. "We will be a rich nation again and it is the liquid gold under our feet that will help us do it."

jjohnchew

4,307 posts

Posted by jjohnchew > 5 days ago | Report Abuse

Hoho as posted earlier:

Let’s do an illustration if Delayed A Day :

"In July 2023, Yinson Production exercised its option to purchase FPSO Atlanta, which includes a 15-year firm plus a five-year option contract for the supply, operations and maintenance with a total contract value of up to US$1.981 billion (US$1=RM4. 71),” it said in a joint statement.


USD 1.981 billion x 4.30 = RM 8.52 billion/ 15 years x 365 days

1st oil if delayed of 1 Day Shl incurred Revenue Loss = RM 1.56 million/ day

jjohnchew

4,307 posts

Posted by jjohnchew > 5 days ago | Report Abuse

JAKS :

Hoho as posted earlier on Jaks cash n cash equivalents, that the Other Operating, Administrative expenses is greatly reduced.

👉Good for Jaks to reduced the years loss making business… esp on local Construction contracts on investment properties , eg : RM 1.1 billion Pacific Star Towers and Highway… eg : RM 509 million SUKE


Hoho no worries… FY2024 oredi 3 Quarterly Reports with total Net Profit RM 43.4 million .

If can sustain as FY2021 n FY2022 Net Profit over RM 51 million..( Note : Vietnam JV Power Plant is fully COD on January 2021 ) .

👉>>> FY2024 EPS shl be 1.96 sen with PE Sector Median 21.5 … Forward Price shl be RM 0.42 ( current NTA RM 0.60 )


👉 Question : Jaks FY2023 Net Profit is RM 15.5 million… FY2024 Net Profit can be RM 51 million ( Total 3 QR = RM 43.4 million) ??? >

Position sign observations:

1.) 6 years Legal Battle against Star on RM 1.1 billion Pacific Star Towers project is settled out of court on November 2024 .

FY2023 Annual Report:

> Trade Receivables

Third Parties RM 147.6 million

Retention Sum RM 134.4 million

>> the Retention Sum is for the RM 1.1 billion Pacific Star Towers Project .


2.) As of 31 May 2024, the outstanding order book amounts to RM68.8 million, last until end 2024 , encompassing six projects located in the Klang Valley, Sarawak, and Penang.

These projects primarily consist of water / sewerage infrastructure and road/building infrastructure, with the majority being public sector initiatives.



3.) the occupancy rate at Pacific Towers
Business Hub improved from 35% in FY2022 to 54% in FY2023, while Evolve Concept Mall saw an increase from 59% in FY2022 to 75% in FY2023.


4.) Current tender book exceeds RM4.0
billion, covering water and sewerage systems, flood mitigation projects in multiple states….
👉 as well as EPC roles for our renewable energy projects.

( Note : if LSS5 2000 MW EPCC tender bid is with Low / Single Digit IRR … better do EPC on construction of the Solar Plant/ Farm like Solarvest in LSS4 , EPCC and EPC from those Winners not in the Renewable Energy industry.


👉👉 Hoho no wander Jaks , Solarvest , Sunview and Gading Kencana not in the LSS5 2000 MW Shortlisted list also . ( LSS4 823 MW ) . These 4 companies are LSS4 n CGPP Winners.

—-

Posted by Sslee > 14 minutes ago | Report Abuse

By the way Jaks warrant for sure will expired out of money.

Type: Warrants
Sector:
Listing Date: Nov 26, 2020
Maturity Date: Nov 18, 2025
Issue Size: 540,050,650
Exercise Price: MYR 0.49
Ratio: 1:1
Underlying Stock: JAKS
Avg Volume (4 weeks): 470,933
4 Weeks Range: 0.01 - 0.015
52 Weeks Range: 0.01 - 0.055

Huangbk72

5,278 posts

Posted by Huangbk72 > 5 days ago | Report Abuse

1st time ever hearing current ratio 1.04 means working capital enough for 1 year

This Miketikus caught red handed financially illiterate yet spinning

Since Miketikus likes to quote Google..

This is google reply on current ratio 1. Let’s see how he spin working capital enough for 1 year

A current ratio of 1.0 means a company's current assets are equal to its current liabilities. This is considered a neutral level of liquidity.
What does this mean?
A current ratio of 1.0 indicates that a company can cover its short-term debts.

Huangbk72

5,278 posts

Posted by Huangbk72 > 5 days ago | Report Abuse

LOL Miketikus still spinning

Care to explain current ratio 1.04 means working capital enough for 1 year ? 🤣🤣

Maybe you can get Nobel prize for new theory 🤣🤣

Posted by JediMaster1 > 5 days ago | Report Abuse

Am i right pokia Miketikus you are similar those jobless pokia fella 🥱

Huangbk72

5,278 posts

Posted by Huangbk72 > 5 days ago | Report Abuse

LOL... Miketikus

Why dont you brief forumers how you deleted thousands of my posts? 🤣🤣🤣🤣

Waste time pandai.. go and study current ratio la

Shameless

Bullrun18

435 posts

Posted by Bullrun18 > 5 days ago | Report Abuse

Attractive sale price this two days i add some more @ 2.37 hope all the best cheers 🍻

Posted by JediMaster1 > 5 days ago | Report Abuse

Pop kia Miketikus

First liar you not the person look like have money to buy share normally rich people have money buy share character is total different from you i think your pocket not even have 10.00 and is not enough to buy 1 Chiken rice !

2nd liar you not even holding any single share of stock coz look at your pattern you similar to those pop Kia fella !

3 rd liar you make a thousand deception in this forum !

Posted by JediMaster1 > 5 days ago | Report Abuse

So what pokia Miketikus !

You think Yinson like yourJunk Jaks ! company account is 3 millions available !

Your shit stock Jaks is suffer lah you got money or not go and support your shit stock Jaks !

Not everyday wasted time here take action ! save your junk stock Jaks not only use your Chiken mouth talk only !

Posted by JediMaster1 > 5 days ago | Report Abuse

Pokia Miketikus don’t let me look down you !

If i not mistaken you just like the bankruptcy person !

I think your whole life suffering on money !

Noni

762 posts

Posted by Noni > 5 days ago | Report Abuse

On behalf of the Board, AmInvestment Bank had, on 22 January 2025, announced that the issue price of the new YHB Shares pursuant to the dividend reinvestment plan for the third interim single tier dividend of 1 sen per YHB Share has been fixed at RM2.50 per new YHB Share.

Why is this 2.50 and not 2.40 today's closing price?

jjohnchew

4,307 posts

Posted by jjohnchew > 5 days ago | Report Abuse

Hoho reference to Jaks :


On behalf of the Board, UOBKH wishes to announce that the issue price of the new JAKS Shares to be issued pursuant to the 1st DRP (“New Share(s)”) has been fixed today (“Price-Fixing Date”) at RM0.125 per New Share.



The issue price is determined based on the 5-day volume weighted average price of JAKS Shares up to and including 10 January 2025, being the market day immediately preceding the Price-Fixing Date of RM0.13 and after deducting the First Interim Dividend of RM0.005 per JAKS Share.



On behalf of the Board, UOBKH also wishes to announce that the entitlement date for the First Interim Dividend and 1st DRP shall be on 3 February 2025.

Huangbk72

5,278 posts

Posted by Huangbk72 > 5 days ago | Report Abuse

Aiyoyo Miketikus.. Still doing tikus spin 🤣🤣🤣

U havent explained to forumers why you delete thousands of my posts? Some even not related to you 😂😂

Great pretender in i3 play "hero" role when in fact a super-villain.. Shameless

Posted by Huangbk72 > 1 hour ago | Report Abuse

LOL... Miketikus

Why dont you brief forumers how you deleted thousands of my posts? 🤣🤣🤣🤣

Waste time pandai.. go and study current ratio la

Shameless

Sslee

7,371 posts

Posted by Sslee > 5 days ago | Report Abuse

Most likely every quarter I will get 1 sen dividend untill 2026 when EBITDA is expected to reach about USD 1 billion annually.
And Free cash flow after repaying debt and interest to reach USD 200 – USD 300 million annually from 2026 onwards, based on today’s interest rates


Ann. Date
Ex Date
Type
Subject
Amount
22-Jan-2025 06-Feb-2025 DIVIDEND Third Interim Dividend (with Dividend Re-Investment Plan) RM 0.0100

Huangbk72

5,278 posts

Posted by Huangbk72 > 5 days ago | Report Abuse

LOL.. Miketikus still not answering back any questions rather, start a new gibberish topic.

Since you like to talk about current ratio

Yinson current ratio 1.57

Can explain to forumers, how many month working capital they have?

🤣🤣🤣🤣🤣

Posted by BursaVulture > 5 days ago | Report Abuse

@Noni

Why 2.50? You never read the announcement? 5 day average.

@jjohnchew

You kept repeating the same thing when clearly they can cancel the treasury shares.

Huangbk72

5,278 posts

Posted by Huangbk72 > 5 days ago | Report Abuse

LOL.. This Miketikus caught red handed posting fake information again 🤣🤣🤣

Fact check and he fails yet again. What a shameless fella.

Yinson Current ratio = 1.57

https://www.yinson.com/ratio-analysis/

He changed the figure to 0.64 pulled from his hole 🤣🤣🤣🤣

Post facts la.. why Miketikus continues to post lies. This tikus is really unbelievable

Stock: [YINSON]: YINSON HOLDINGS BHD

8 hours ago | Report Abuse

Hoho Repost :

Jaks vs Yinson FA


👉JAKS :

Price : 0.130
NTA : 0.60
P/B : 0.22

Current Ratio 1.04
Debt-Equity (DE) Ratio 0.64
FCF Yield 0.81 %
Revenue QoQ 7.74 %
Revenue YoY 41.26%
Profit QoQ 167.57 %
Profit YoY 215.31 %
Profit Margin (Sector Median: 3.8) 35.93 %



👉YINSON:

Price : 2.53
NTA : 1.77
P/B : 1.43

Current Ratio 0.64
Debt-Equity (DE) Ratio 2.27
FCF Yield -10.92 %
Revenue QoQ -13.49 %
Revenue YoY -34.13%
Profit QoQ -1.48 %
Profit YoY -19.35 %
Profit Margin (Sector Median: 5.9) 9.92 %

Posted by JediMaster1 > 5 days ago | Report Abuse

So Pokia Miketikus you not happy someone change your junk stock Jaks support level from 10 cents to 5 cents !

If let me change the support level i will change it free FAll to zero and no Support level !

You like to twist the facts and figure !

Why you don’t like other twist your junk stock Jaks !

Actually no need to twist your junk stock also die kaw kaw lio !

Posted by JediMaster1 > 5 days ago | Report Abuse

Hoho pokia Miketikus junk Jaks will report huge impairment loss soon !

Junk Jaks price will free fall to zero after report !

Huangbk72

5,278 posts

Posted by Huangbk72 > 5 days ago | Report Abuse

LOL. Miketikus still spinning

This 1.57 figure is from Yinson

Your 0.64 figure if from your head

Which one is true ? 🤣🤣

This also you can argue 😂😂😂😂

https://www.yinson.com/ratio-analysis/

Caught lying again and again

Posted by Philip ( buy what you understand) > 5 days ago | Report Abuse

As stated in their post, yinson using 200 million usd for share buyback, and their goal is also to reduce nosh so that they can have bigger impact on dividend. I for one will be very happy if they can reduce their nosh levels to 2019 before the big cash call and hopefully proceed will be depressed until July when warrants expire worthless so no conversion takes place and less dilution for me as I have sold all my warrants perviously.

>>>>>>
jjohnchew

Hoho as posted earlier.. when Treasury Share is Cancelled, what happens to NOSH ???

jjohnchew

4,307 posts

Posted by jjohnchew > 5 days ago | Report Abuse

Hoho is the SBB % to be reduced significantly ???



Posted by Philip ( buy what you understand) > 9 minutes ago | Report Abuse

As stated in their post, yinson using 200 million usd for share buyback, and their goal is also to reduce nosh so that they can have bigger impact on dividend. I for one will be very happy if they can reduce their nosh levels to 2019 before the big cash call and hopefully proceed will be depressed until July when warrants expire worthless so no conversion takes place and less dilution for me as I have sold all my warrants perviously.

>>>>>>
jjohnchew

Hoho as posted earlier.. when Treasury Share is Cancelled, what happens to NOSH ???

Huangbk72

5,278 posts

Posted by Huangbk72 > 5 days ago | Report Abuse

LOL Miketikus caught repeatedly posting fake facts

So how you going to explain Yinson current ratio 0.64? U made up this again? 🤣

Either you are lying or Yinson management is lying

Who? Such a tough question.. LOL

😂😂😂

U go back to school la instead of repeatedly embarrassing yourself here

Posted by Philip ( buy what you understand) > 5 days ago | Report Abuse

As expected sbb will continue with 200 million usd as announced in the bond prospectus clearly. Meaning they will cancel treasury shares, reduce nosh and buyback 800 million ringgit worth of shares in the open market and cancel them. Why not if buying back shares is cheaper especially long term value is involved.johnchew what is the impact to yinson earnings per share value if 350 millions shares are removed?

john888

12 posts

Posted by john888 > 5 days ago | Report Abuse

UTILISATION OF PROCEEDS
The Subscription Price is intended to be utilised by YHB and its group of companies (collectively, the “Group”) in the following manner:
Description

Estimated timeframe for utilisation from the receipt of funds In USD

General corporate purposes of the YPOPL Group
(i) Within 18 months
784,500,000
78.0%
Expansion of renewable energy business
(ii) Within 18 months
60,000.000
6.0 %
Expansion of green technology business
(iii) Within 18 months
20,000,000
2.0 %
Repayment of bank borrowings
(iv) Within 18 months
20,000,000
2.0 %
Working capital for the Group
(v) Within 18 months
70,000,000
7.0 %
Distribution to shareholders of YHB through share buy-back and dividends
(vi) Within 18 months
30,000,000
3.0 %
Estimated expenses relating to the Proposed YPOHL And RCPS Issue
(vii) Within 12 months
15,500,000
2.0 %

Total
1,000,000,000 ( USD )
100 %

john888

12 posts

Posted by john888 > 5 days ago | Report Abuse

Distribution to shareholders of YHB through share buy-back and dividends is Usd 30 millions not 200 millions Usd .

jjohnchew

4,307 posts

Posted by jjohnchew > 5 days ago | Report Abuse

Hoho no worries.. as FY25 is ended January 2025 … AGM is soon to be held , expected by July 2025 ..

32nd Annual General Meeting
32nd Annual General Meeting. Date of Meeting: 25 July 2025. Time: 10.30am. Main Venue: To be advised. Online Platform: To be advised. Yinson Holdings Berhad.

Questions :

1.) Once SBB hit 10 % ..SBB expected to be STOP … repurchase of SBB shl need to get Approval during AGM .

2.) Judging from current SBB 9.35204 %… soon be hit 10 % .. estimated within 1 to 2 months… is SBB shl be STOP or calling EGM ??

3.) Repeatedly borrowing money to SBB for what purpose ? And in the expense of Minority shareholders…since DY is oredi Low , ard 1 % to 1.2 % !

4.)as at 22/1/2025 … KWAP 7.63 % ( D n InD ) … EPF 17.509 % ( D ) … with such LOW DY .. what will be their Decisions ? And if SBB is STOP for few months ?? SBB is to reward the 2nd n 3rd Substantial shareholders ??? And to prevent Insider kena Margin call ????


Posted by Philip ( buy what you understand) > 13 minutes ago | Report Abuse

As expected sbb will continue with 200 million usd as announced in the bond prospectus clearly. Meaning they will cancel treasury shares, reduce nosh and buyback 800 million ringgit worth of shares in the open market and cancel them. Why not if buying back shares is cheaper especially long term value is involved.johnchew what is the impact to yinson earnings per share value if 350 millions shares are removed?

jjohnchew

4,307 posts

Posted by jjohnchew > 5 days ago | Report Abuse

Hoho Thanks ..

Posted by john888 > 10 minutes ago | Report Abuse

Distribution to shareholders of YHB through share buy-back and dividends is Usd 30 millions not 200 millions Usd .

jjohnchew

4,307 posts

Posted by jjohnchew > 5 days ago | Report Abuse

Hoho as said Phillippe is a Story Teller ! 🤣🤫

—-

Posted by john888 > 10 minutes ago | Report Abuse

Distribution to shareholders of YHB through share buy-back and dividends is Usd 30 millions not 200 millions Usd .

jjohnchew

4,307 posts

Posted by jjohnchew > 5 days ago | Report Abuse

Posted by jjohnchew > 2 hours ago | Report Abuse

Hoho TinKosongLeader Kon ss leee r u agreed with yr TinKosongkonPetHuangbk figure :

Yinson current ratio 1.57




Posted by Huangbk72 > 1 hour ago | Report Abuse

LOL.. Miketikus still not answering back any questions rather, start a new gibberish topic.

Since you like to talk about current ratio

Yinson current ratio 1.57

Can explain to forumers, how many month working capital they have?

🤣🤣🤣🤣🤣

Huangbk72

5,278 posts

Posted by Huangbk72 > 4 days ago | Report Abuse

LOL Miketikus asking people to believe him over Yinson management ?

Believe his current ratio 0.64 is correct while Yinson management released current ratio rate 1.57 is wrong?

This is too much right asking us to believe in lies. 🤣🤣🤣

https://www.yinson.com/ratio-analysis/




jjohnchew
Posted by jjohnchew > 2 hours ago | Report Abuse

Hoho TinKosongLeader Kon ss leee r u agreed with yr TinKosongkonPetHuangbk figure :

Yinson current ratio 1.57

Sslee

7,371 posts

Posted by Sslee > 4 days ago | Report Abuse

SBB for cancellation will increase EPS but if SBB at price higher than NAPS then your NAPS will be diluted.
The correct question is since Yinson need capital for business expansion and borrowing cost is high then why wasted cash for SBB?

For me I prefer dividend so that I can decide for my self whether to reinvest my dividend into buying more Yinson share.
Anyway today will q buy again at 2.30, 2.29, 2.28 and 2.27. Wish me luck

jjohnchew

4,307 posts

Posted by jjohnchew > 4 days ago | Report Abuse

Hoho Thanks for the information..

Let’s see :

i) Within 18 months 
784,500,000 
78.0% 
Expansion of renewable energy business


Yinson Renewables :

Site investigation : 3700 MW

Projects secured : 1032 MW ( 2 to 5 years to COO ( construction, own n operate) ) .

Construction: 540 MW

COO : 557 MW ( India , estimated Capex RM 2000 million) .

FY24 AR :
5.) Floating rate vary based on Cost of funds INR > RM 851 million

5.a) INR > RM 141 million

Rate is reset every 5 years .

>>>
Reference to JAKS LSSS 50 MW in Penang EPCC RM 200 million ( 100 % financing with syndicated Loans for 18 years )

Yinson

COO : 557 MW ( India , estimated Capex RM 2000 million) … is 50 % financing.

Question: is a JV project ???🤔


Construction: 540 MW
(estimated Capex RM 2000 million)


Projects secured : 1032 MW ( 2 to 5 years to COO ( construction, own n operate) ) .
Estimated Capex RM 4000 million .


Posted by john888 > 7 hours ago | Report Abuse
UTILISATION OF PROCEEDS 
The Subscription Price is intended to be utilised by YHB and its group of companies (collectively, the “Group”) in the following manner: 
Description 

Estimated timeframe for utilisation from the receipt of funds In USD 

General corporate purposes of the YPOPL Group 
(i) Within 18 months 
784,500,000 
78.0% 
Expansion of renewable energy business 
(ii) Within 18 months 
60,000.000 
6.0 % 
Expansion of green technology business 
(iii) Within 18 months 
20,000,000 
2.0 % 
Repayment of bank borrowings 
(iv) Within 18 months 
20,000,000 
2.0 % 
Working capital for the Group 
(v) Within 18 months 
70,000,000 
7.0 % 
Distribution to shareholders of YHB through share buy-back and dividends 
(vi) Within 18 months 
30,000,000 
3.0 % 
Estimated expenses relating to the Proposed YPOHL And RCPS Issue 
(vii) Within 12 months 
15,500,000 
2.0 % 

Total 
1,000,000,000 ( USD ) 
100 %

Posted by EngineeringProfit > 4 days ago | Report Abuse

TP RM1.228 by 2026?

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