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.

6,128 comment(s). Last comment by JediMaster1 11 minutes ago

jjohnchew

4,307 posts

Posted by jjohnchew > 4 days ago | Report Abuse

Hoho no worries… Treasury Share can be Dividend share le …May be no more cash dividend with DRP le …😅🤫


—-

Posted by Sslee > 20 minutes ago | Report Abuse

SBB for cancellation will increase EPS but if SBB at price higher than NAPS then your NAPS will be diluted.

Posted by JediMaster1 > 4 days ago | Report Abuse

Pokia Miketikus here is the very clear and flash evidence that how you this pokia twist and change usd 784,500,000 78% for General corporate purposes of the YPOPL Group to usd 784,500,000 78% for Expansion of renewable energy business !

I shame on you big liars here !

Posted by jjohnchew > 32 minutes 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 .

Post by john888 > 8 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 %

Sslee

7,371 posts

Posted by Sslee > 4 days ago | Report Abuse

LAW KUNG HOO
Yinson Renewable seems to focus on overseas solar projects, particularly in emerging markets, rather than local projects. Why is this the case? Considering the higher risk associated with foreign solar projects in emerging markets, are the expected IRRs justifiable? What is the projected IRR for these projects?

Reply:
Yinson has not considered local projects for a while because 50 megawatts projects are deemed very small, competitive with low returns of 8%, which may be too small for Yinson to embark on. Hence, Yinson has
been focusing on commercial and industrial solar rooftops which may be smaller in size, but offer better returns, together with our partner – Plus Xnergy in Malaysia. However, with the Malaysian government’s plan to grow green energy, Yinson will assess the opportunities and consider focusing on Malaysia if the projects are profitable and the risks involved are justifiable.

Posted by JediMaster1 > 4 days ago | Report Abuse

Pokia miketikus

The Expansion of renewable energy business (ii) Within 18 months is usd 60,000.000 6.0 % of the fund NOT AS YOU SAID is usd 784,500,000 78% you are shameless big liar here trying to con and cheating here !!!!!!!!

jjohnchew

4,307 posts

Posted by jjohnchew > 4 days ago | Report Abuse

Hoho let’s do an illustration:

RM 1.5 billion for 25 years PPA :

Revenue/ year = RM 60 million

Profit 13 % =. RM 7.8 million


Yinson wins 190MW project in Nokh Solar Park, India

Posted Date: 03 Mar, 2021

Yinson through its subsidiary Rising Sun Energy (K) Pvt Ltd (“RSEK”), has received a Letter of Award (“LOA”) from NTPC Limited for the development and operation of a 190MW grid-connected solar photovoltaic power project at the Nokh Solar Park in Rajasthan, India. RSEK is an indirect 80% owned subsidiary of Yinson.

A 25-year power purchase agreement will be signed with NTPC Limited – India’s largest power utility, majority owned by the Government of India. The plant is expected to be operational by April 2022. The estimated aggregate value of the contract, based on a fixed tariff rate of INR2.25/kWh, is approximately equivalent to INR27.5 billion (≈RM1.5 billion).

Sslee

7,371 posts

Posted by Sslee > 4 days ago | Report Abuse

Repost:
No point reponse to king of spin mistake because he never admit his mistake, incapable of learning and keep spinning without any shame.

Best leave him alone to kaki kong kaki song

jjohnchew

4,307 posts

Posted by jjohnchew > 4 days ago | Report Abuse

Hoho this shl affects Renewables investment in India :


亚洲央行决策出人意料 抵御强美元防线现裂痕
2025年01月18日


新加坡18日讯)印尼意外降息,印度央行也有放松对卢比严格管控的迹象,这都表明亚洲央行抵御强势美元的防线开始显现裂痕。

由于市场押注美国候任总统特朗普的低税收、高关税政策将推高通胀,美元持续上涨,面对这种局面,亚洲央行一直在通过干预来保护本币。


特朗普无差别关税战打响 友邦对手鸭子划水各显神通
2025年01月15日

在台底未雨绸缪
其他国家则在台面下未雨绸缪——越南官员承诺会购买更多美国的商品、欧盟增强了反制关税的能力,印度官员则旨在通过谈判应对即将到来的风暴。

jjohnchew

4,307 posts

Posted by jjohnchew > 4 days ago | Report Abuse

1st Lies :


Hoho wow Kon ss leee is an “ Attention Seeker “ .., approached my Question 1st in Netx on 2020 telling Lies replied my post which directed to Konstockraider to bail out Stockraider on Insas-WB whom play wayang in Insas-WB forum with Callvin whom invested RM 5000 …


Then Kon Sslleee said StockRaider Win 1 Myvi in Netx RI .. StockRaider said Win 2 Myvi… both blowing bla bla bla Klon the Wayang Script on Insas and WC …

After KonLee posted in Netx , his Kon gang in Tunepro, Hengyuan, Petronm started to promote Netx … will post n delete own posts …..beware .

jjohnchew

4,307 posts

Posted by jjohnchew > 4 days ago | Report Abuse

Hoho ss leee i am name dropping again lo … nowadays only use this name :

👉 Hoho I am posted Top Glove TP RM 3.40 on 4/12/2020 , ard 2 weeks earlier than JPM TP RM 3.50 .. 
 


And posted the study on Nitrile Gloves Demand vs Supply of 7 Local Gloves company on August 2020 that Supply Shl fulfil Demand in 12 months …

jjohnchew

4,307 posts

Posted by jjohnchew > 4 days ago | Report Abuse

Hoho firstly John888 is Not me …

Secondly: (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

—-


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 %

jjohnchew

4,307 posts

Posted by jjohnchew > 4 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 > 4 days ago | Report Abuse

Hoho and Not much Cash left for SBB lo …🤫

jjohnchew

4,307 posts

Posted by jjohnchew > 4 days ago | Report Abuse

Hoho Chamlo ..India Renewables is 95 % subsidiary company..🤫


Yinson completes acquisition of India solar plant

Posted Date: 24 Dec, 2020

Yinson through its wholly-owned subsidiary, Yinson Renewables (S) Pte Ltd, has completed its acquisition of an additional 57.5% equity interest in Rising Sun Energy Private Limited (“RSE”), an India-incorporated company with two operational solar plants in the Bhadla Solar Park, Rajasthan, India. The entry into this agreement was announced on 21st August 2020.

Yinson had previously acquired a 37.5% stake in RSE in March 2020. With the completion of this latest transaction, Yinson now holds a controlling stake of 95.0%. Accordingly, Yinson will also consolidate RSE as a subsidiary in its financial statements.

Huangbk72

5,278 posts

Posted by Huangbk72 > 4 days ago | Report Abuse

Aiyoyo Miketikus

U claim your current ratio 0.64 is correct while Yinson management current ratio 1.57 is wrong

Very brave claim. U can prove ?

If not, look like an ideeot 🤣

john888

12 posts

Posted by john888 > 4 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 1,000,000,000



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 %

jjohnchew

4,307 posts

Posted by jjohnchew > 4 days ago | Report Abuse

Hoho as said Renewable Solar RE electricity shl tie up investment Capital if is Not 100 % Financing as the ROI is very very Slow .. unless is Cash Rich , better than bank interest rate…

john888

12 posts

Posted by john888 > 4 days ago | Report Abuse

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

The company wouldn't spend usd 200 millions from RCPS fund for share buy back .

jjohnchew

4,307 posts

Posted by jjohnchew > 4 days ago | Report Abuse

Hoho Thanks …

Posted by john888 > 2 minutes ago | Report Abuse

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

The company wouldn't spend usd 200 millions from RCPS fund for share buy back .

jjohnchew

4,307 posts

Posted by jjohnchew > 4 days ago | Report Abuse

Hoho Phillippe story teller.. earlier twisted on IPO warrants conversion Amount / Value … then on SBB Amount / Value….🤣😅🤫

jjohnchew

4,307 posts

Posted by jjohnchew > 4 days ago | Report Abuse

On the other hand, its critics are not convinced that the debt accumulation is sustainable, especially after its most recent financial year ended Jan 31, 2024 (FY2024), which saw borrowings rising to RM16.3 billion, a whopping 70% increase from RM9.6 billion in FY2023.

It puts the company’s net gearing at 1.66 times in FY2024 compared with 1.23 times in FY2023. This does not take into account its RM1.79 billion in perpetual securities in FY2024, which is classified as equity.
Yinson’s total borrowings increased further to RM16.56 billion as at April 30.

In March this year, the company issued another round of perpetual sukuk wakalah that amounted to RM640 million.
Term loans make up the bulk of the group’s total borrowings. In FY2024, they increased to RM14.92 billion, representing an 83% increase from RM8.15 billion a year ago. The rest of the group’s borrowings come from sustainability-linked sukuk wakalah amounting to RM1.01 billion and revolving credit of RM395 million.

Nonetheless, the profile of Yinson’s loans is worth highlighting. Of the RM16.3 billion in borrowings, RM9.83 billion have a maturity of between two and five years. Those with over five years’ maturity amount to RM3.84 billion.

jjohnchew

4,307 posts

Posted by jjohnchew > 4 days ago | Report Abuse

Yinson says due to the capital-intensive nature of its business, it has to seek various sources of external funding to construct and deliver the FPSOs.
So far, it has been successful at raising financing, be it through equity or borrowings.

Yinson, whose financial year ends on Jan 31, has been actively raising funds in FY2025.

Besides issuing perpetual sukuk wakalah amounting to RM640 million in March, the group also secured a US$500 million five-year senior secured bond in the Nordic bond market. Part of the proceeds from the latter were utilised to repay corporate loans amounting to US$431.8 million.

On April 30, Yinson completed US$1.3 billion in debt financing for FPSO Agogo. A month later, it placed out US$1.035 billion in non-recourse, senior secured notes to refinance FPSO Anna Nery. It has an 18.2-year maturity, with a fixed coupon of 8.947% that is payable semi-annually.

The group has also completed a private placement that raised RM283.2 million for the expansion of its renewable energy and green technology business.

jjohnchew

4,307 posts

Posted by jjohnchew > 4 days ago | Report Abuse

Hoho Repost :



MFCB :

Price : 4.47
NTA : 3.18
P/B : 1.41

EPS 44.47 sen
Trailing PE (Sector Median: 16.3) 10.1
Current Ratio 1.79
Debt-Equity (DE) Ratio 0.45
FCF Yield -0.9 %
Revenue QoQ 12.07 %
Revenue YoY 16.11%
Profit QoQ 10.72 %
Profit YoY 13.76 %
Profit Margin (Sector Median: 10.9) 32.76 %
ROE (ROIC: 11.13) 12.92 %
Dividend Per Share (DPS) 8.75 sen
Dividend Yield (DY) 1.96 %


YINSON :

Price : 2.53
NTA : 1.77
P/B : 1.43

EPS 27.58 sen
Trailing PE (Sector Median: 10.2) 9.2
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 %
ROE (ROIC: 4.16) 10.24 %
Dividend Per Share (DPS) 4.0 sen
Dividend Yield (DY) 1.58 %


JAKS :

Price : 0.13
NTA : 0.60
P/B : 0.22

EPS 0.71 sen
Trailing PE (Sector Median: 20.3) 18.2
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 %
ROE (ROIC: 0.73) 0.93 %
Dividend Per Share (DPS) 0.0 sen

Dividend Yield (DY) 0.0 %

JAKS announced on 30/12/2024 declared Dividend after 10 years is No Dividend .. DY 3.7 %

jjohnchew

4,307 posts

Posted by jjohnchew > 4 days ago | Report Abuse

Hoho Repost from Jtiasa :


Hoho interesting lo on Current Ratio comparison:

JAKS :
Current Ratio 1.04


Yinson :
Current Ratio 0.64


PMCORP:
Current Ratio 1.42


Insas:
Current Ratio 6.19


Jtiasa:
Current Ratio 2.73

SuburTiasa:
Current Ratio 0.27


Rsawit:
Current Ratio 0.15


TSH :
Current Ratio 2.19


Inno :
Current Ratio 1.22


Kimloong:
Current Ratio 3.44


FGV :
Current Ratio 1.11


SDG :
Current Ratio 1.18

Huangbk72

5,278 posts

Posted by Huangbk72 > 4 days ago | Report Abuse

Aiyoyo Miketikus

U claim your current ratio 0.64 is correct while Yinson management current ratio 1.57 is wrong

Very brave claim. U can prove ?

If not, look like an ideeot 🤣

jjohnchew

4,307 posts

Posted by jjohnchew > 4 days ago | Report Abuse

Hoho don’t play play lo .. Phillippe story teller will tell how Big on the economic moat of Yinson lo …but why ah Yinson n Armada Current Ratio is Low …


Yinson :
Current Ratio : 0.64
Market Cap : 7.7 billion


SDG :
Current Ratio : 1.18
Market Cap : 34.4 billion


Inari :
Current Ratio : 9.1
Market Cap : 10.0 billion


Armada :
Current Ratio : 0.66
Market Cap : 4.0 billion


Dayang :
Current Ratio : 2.31
Market Cap : 2.4 billion


MISC :
Current Ratio : 1.81
Market Cap : 32.1 billion

jjohnchew

4,307 posts

Posted by jjohnchew > 4 days ago | Report Abuse

This article first appeared in The Edge Malaysia Weekly on June 24, 2024 - June 30, 2024

It is always a concern when a company’s financial accounts are unclear, causing those perusing the document — which would include bankers, creditors, shareholders and investors — to question the numbers. The primary objective of a company’s financial statements is to present a true and fair view of its performance and position.

The statements should minimise ambiguity and be easily digested by users who presumably have a basic understanding of accounting and finance.


It was only earlier this month that oil and gas player Serba Dinamik Holdings Bhd was delisted from Bursa Malaysia, after grappling with accounting issues since May 2021. It had an impressive earnings track record until reporting irregularities eventually surfaced.

As a result of this and other misadventures by a few oil and gas companies, banks are shying away from funding the sector.
However, it came as a surprise that Yinson Holdings Bhd’s (KL:YINSON) latest financial results had caused anxiety and uncertainty among the analysts who cover the company’s stock. After all, with a market capitalisation of close to RM7.5 billion, Yinson is one of the more respected players and among the success stories in the local oil and gas sector.

One research house’s report on Yinson’s financials mentions “Using financial tools to boost equity returns” while a bank-backed research outfit says, “We have stripped off RM151 million EPCIC (engineering, procurement, construction, installation and commissioning) earnings in arriving at our core profit. We believe Street estimates may not be a good comparison as other analysts regard Yinson’s EPCIC earnings as core profit.”

Another research house notes that Yinson’s “IFRS accounting distortion is growing alongside its leverage”, which could lead to confusion among investors.

Although analysts who cover the company’s stock mostly have a positive view of Yinson, the group’s accounting policy or treatment for certain aspects of its operations can be disquieting.

Surely, Yinson can do better with its financial reporting.

jjohnchew

4,307 posts

Posted by jjohnchew > 4 days ago | Report Abuse

Hoho let’s see our Local Solar RE industry one of the Main Player.. on LSS n CGPP projects .. n Indonesia and Taiwan projects financial ratios :

Today, Solarvest has developed renewable energy portfolio exceeding 1,300MW, encompassing ongoing and completed projects.

Solarvest, GreenRock to develop 1GW green energy projects in Taiwan, Malaysia
By
24 Jun 2024, 05:36 pm

Solarvest Holdings has partnered with Taiwanese renewable energy (RE) player GreenRock Energy to develop one-gigawatt (GW) green energy projects in Taiwan and Malaysia, in the next five years.


Solarvest successfully installs largest floating solar farm in Selangor
October 6, 2020

Solar photovoltaic (“PV”) system specialist, Solarvest Holdings Berhad has successfully installed and commissioned a 13.0 mega-watt peak (MWp) large-scale floating solar plant in Dengkil, Selangor. The plant is one of its kind in Malaysia and is now the largest floating solar farm to be commissioned thus far.

Solarvest:


Current Ratio 0.27
Debt-Equity (DE) Ratio 1.23
FCF Yield -1.16 %
Revenue QoQ 43.02 %
Revenue YoY -25.73%
Profit QoQ 17.28 %
Profit YoY 28.06 %
Profit Margin (Sector Median: 6.0) 9.18 %
ROE (ROIC: 8.19) 14.0 %
Dividend Per Share (DPS) 0.0 sen
Dividend Yield (DY) 0.0 %

But Why recently PP for funding CGPP 30 MW Solar project.. only able to raise Half of the Targeted funds .

Huangbk72

5,278 posts

Posted by Huangbk72 > 4 days ago | Report Abuse

Aiyoyo Miketikus biggest liar in i3

U claim your current ratio 0.64 is correct while Yinson management current ratio 1.57 is wrong


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

Very brave claim. U can prove ?

If not, look like an ideeot 🤣

Sslee

7,371 posts

Posted by Sslee > 4 days ago | Report Abuse

Any decent person will make correction if face with the hard fact.
Only those 厚脸无耻小人 will keep spinning.

jjohnchew

4,307 posts

Posted by jjohnchew > 4 days ago | Report Abuse

Hoho KonLee 1st Lies :
an “ Attention Seeker “ .., approached my Question 1st in Netx on 2020 telling Lies replied my post which directed to Konstockraider to bail out Stockraider on Insas-WB whom play wayang in Insas-WB forum with Callvin whom invested RM 5000 …


Then KonLee said StockRaider Win 1 Myvi in Netx RI .. StockRaider said Win 2 Myvi… both blowing bla bla bla Klon the Wayang Script on Insas and WC …

After KonLee posted in Netx , his Kon gang in Tunepro, Hengyuan, Petronm started to promote Netx … will post n delete own posts …..beware .


—-

Posted by Sslee > 3 minutes ago | Report Abuse

Any decent person will make correction if face with the hard fact.
Only those 厚脸无耻小人 will keep spinning

jjohnchew

4,307 posts

Posted by jjohnchew > 4 days ago | Report Abuse

Hoho is a Kon 厚脸无耻小人 ?

Previously always talk abt chinese culture..but CNY did not fly back to home town , even mumm is just out from icu …

Hoho no wander le .. movies also said :

做老_的 六親不認

Huangbk72

5,278 posts

Posted by Huangbk72 > 4 days ago | Report Abuse

This Miketikus is born a liar.. One day no lies, he falls sick.

Even when Yinson current ratio posted on website clearly indicated 1.57, Miketikus still argues its 0.64

Scary man this type of people.. Only post fake facts and when corrected, wont admit

Posted by Sslee > 15 minutes ago | Report Abuse

Any decent person will make correction if face with the hard fact.
Only those 厚脸无耻小人 will keep spinning.

jjohnchew

4,307 posts

Posted by jjohnchew > 4 days ago | Report Abuse

Hoho Remember Do 3 Own : Own Homework, Own Analysis and Own DecisionS as only you know your Risk level .

DecisionS: is changed Upon new information, new facts n figures.

As I had posted earlier on Nestle Moat :

1.) Nestle : Moat on ROE

ROE (ROIC: 59.2) 85.93 %
Dividend Per Share (DPS) 233.0 sen
Dividend Yield (DY) 2.32 %

Only those bought 15 years ago shl benefited the most …and is not a Best Buy now ..

And with information that the CEO Mark Schneider is replaced on August 2024 due to weak sales growth and worries about slowing product development.

jjohnchew

4,307 posts

Posted by jjohnchew > 4 days ago | Report Abuse

Hoho Nestle :

Current Ratio 0.61
Debt-Equity (DE) Ratio 4.52
FCF Yield 0.26 %
Revenue QoQ -5.06 %
Revenue YoY -18.4%
Profit QoQ -8.75 %
Profit YoY -36.12 %
Profit Margin (Sector Median: 8.3) 8.12 %
ROE (ROIC: 59.2) 85.93 %
Dividend Per Share (DPS) 233.0 sen
Dividend Yield (DY) 2.56 %

Huangbk72

5,278 posts

Posted by Huangbk72 > 4 days ago | Report Abuse

Aiyoyo Miketikus biggest liar in i3 trying to spin and divert.. talk about real Yinson current ratio, not your fake facts.

U claim your current ratio 0.64 is correct while Yinson management current ratio 1.57 is wrong


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

Very brave claim. U can prove ?

If not, look like an ideeot 🤣

Bullrun18

435 posts

Posted by Bullrun18 > 4 days ago | Report Abuse

Immediate Announcement of Changes in Treasury Shares
YINSON HOLDINGS BERHAD

Date of transaction 23 Jan 2025
Currency Malaysian Ringgit (MYR)
Type of changes Cancellation
Total number of treasury shares changed (units) 128,301,749
Total number of treasury shares held after the resale or transfer 0
Adjusted issued capital after cancellation (no. of shares) (units) 3,079,287,282

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3518709

Bullrun18

435 posts

Posted by Bullrun18 > 4 days ago | Report Abuse

Cumulative net outstanding treasury shares as at to-date (units) 173,036,651

Total number of shares purchased and/or held as treasury shares against total number of issued shares of the listed issuer (%) 5.61937

Bullrun18

435 posts

Posted by Bullrun18 > 4 days ago | Report Abuse

Adjusted issued capital after cancellation (no. of shares) (units) 3,079,287,282

The company still have plenty room for share buy back 4.38% of total issued share is 134,872,783 !

Bullrun18

435 posts

Posted by Bullrun18 > 4 days ago | Report Abuse



Posted by Bullrun18 > 4 days ago | Report Abuse

Very simple if reached 10% the company can cancel the treasury share is depend on how many the company want to cancel.

john888

12 posts

Posted by john888 > 4 days ago | Report Abuse

After cancellation of the treasury shares investors share in hand value gained 4% immediately .

Posted by john888 > 3 weeks ago | Report Abuse

FYI they wouldn't sale the treasury shares to an institution !

Posted by john888 > 3 weeks ago | Report Abuse

They will either keep it or cancel it

jjohnchew

4,307 posts

Posted by jjohnchew > 4 days ago | Report Abuse

Hoho no worries.. judging from FY24 until Today record… Shl be another round of Treasury Shares cancellation… wasting another ard RM 200 million on SBB within 12 months..

Question : Where is the Money from ???


Posted by Bullrun18 > 24 minutes ago | Report Abuse

Adjusted issued capital after cancellation (no. of shares) (units) 3,079,287,282

The company still have plenty room for share buy back 4.38% of total issued share is 134,872,783 !

Posted by JediMaster1 > 4 days ago | Report Abuse

Pokia Miketikus here is the very clear and flash evidence that how you this pokia twist and change usd 784,500,000 of 78% for General corporate purposes of the YPOPL Group to usd 784,500,000 78% for Expansion of renewable energy business !

I shame on you big liars here !

Posted by jjohnchew > 32 minutes 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


Posted by john888 > 9 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 1,000,000,000



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 JediMaster1 > 4 days ago | Report Abuse

Pokia miketikus

The Expansion of renewable energy business (ii) Within 18 months is usd 60,000.000 6.0 % of the fund NOT AS YOU SAID is usd 784,500,000 of 78% you are shameless big liar here trying to con and cheating here !!!!!!!!

Posted by Huangbk72 > 5 hours ago | Report Abuse

This Miketikus is born a liar.. One day no lies, he falls sick.

Even when Yinson current ratio posted on website clearly indicated 1.57, Miketikus still argues its 0.64

Scary man this type of people.. Only post fake facts and when corrected, wont admit

Posted by Sslee > 15 minutes ago | Report Abuse

Any decent person will make correction if face with the hard fact.
Only those 厚脸无耻小人 will keep spinning.

I am totally agreed what Huangbk72 said .

jjohnchew

4,307 posts

Posted by jjohnchew > 4 days ago | Report Abuse

Hoho oredi said just a TinKosonggang … JediMasker … even cannot read n understand from John888 post .. 🤣🤣🤣🤫


—/

Posted by JediMaster1 > 2 minutes ago | Report Abuse

Pokia Miketikus here is the very clear and flash evidence that how you this pokia twist and change usd 784,500,000 of 78% for General corporate purposes of the YPOPL Group to usd 784,500,000 78% for Expansion of renewable energy business !

I shame on you big liars here !

Posted by jjohnchew > 32 minutes 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


Posted by john888 > 9 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 1,000,000,000



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 %

jjohnchew

4,307 posts

Posted by jjohnchew > 4 days ago | Report Abuse

Hoho until now this TinKosongJedi did not posted any facts n figures to support Yinson …

Only lying n twisting then deleted the posts :

👉Why yr posts only started on end August 2024 … after bullshittting without facts n figures own deleted …


Member since 2017-05-15 le ..🤣😅🤫

jjohnchew

4,307 posts

Posted by jjohnchew > 4 days ago | Report Abuse

Hoho TinKosongLeader Kon ss lees u did not message Jedi ke like u given JAKS FCF lists to TinKosongkonPetHuangbk …🤣🤣🤣

Huangbk72

5,278 posts

Posted by Huangbk72 > 4 days ago | Report Abuse

Aiyoyo Miketikus biggest liar in i3 trying to spin and divert.. talk about real Yinson current ratio, not your fake facts.

Still pusing2 and avoid.. U think everyone post gibberish like you? 🤣🤣🤣

U claim your current ratio 0.64 is correct while Yinson management current ratio 1.57 is wrong


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

Very brave claim. U can prove ?

If not, look like an ideeot 🤣

jjohnchew

4,307 posts

Posted by jjohnchew > 4 days ago | Report Abuse

Hoho why MrHuangbk is banned permanently just few months ago ? Too many abusive/ similarly aka id posted abusive n unethical contents threads …😅😅🤣

jjohnchew

4,307 posts

Posted by jjohnchew > 4 days ago | Report Abuse

Hoho TinKosongLeader Kon ss leee earlier yr paid Macai joined Kacukan Tippu gang Tippu newbies membership fee RM 100 wow ..

Remember you always called “ Ularsawa come to ROI competition forum “ to rescue u !!! 😅😅😅🤫

jjohnchew

4,307 posts

Posted by jjohnchew > 4 days ago | Report Abuse

Posted by jjohnchew > 48 minutes ago | Report Abuse

Hoho TinKosongLeader Kon ss leee .. referring to Yinson QR October 2024 :

What are the figures of following items :

1.) Inventories

2.) Trade n Other Receivables

3.) Cash n Cash Equivalents

4.) Cash n Cash Equivalents that were restricted based on the respective requirements of the lenders n bond holders .

5.) Cash n Cash Equivalents classified as asset held for Sale .

6.) Current Liabilities

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