Posted by pinnaclegrade > 2021-08-27 06:29 | Report Abuse

https://www.upstreamonline.com/field-development/yinson-enters-exclusive-negotiations-with-enauta-for-atlanta-floater/2-1-1058333

Posted by Bgt 9963 > 2021-08-27 08:58 |

Post removed.Why?

Posted by Orson Chin > 2021-08-27 09:30 | Report Abuse

Yinson any news?

Posted by pinnaclegrade > 2021-08-27 10:23 | Report Abuse

poised to win at least 1 FPSO contract, trust the management's competence & track record to deliver

Posted by DannyArcher > 2021-08-27 10:30 | Report Abuse

For the past 3 days, someone or some fund has been buying huge lots of Yinson. Someone bought 5000 lots during closing, yesterday also, I think 2000 lots, then today when opening also the same, immediately 1000 lots. CIMB might be throwing because they have a warrant expiring soon, but someone is taking it up. A win (hopefully 2 or 3) is about time after almost 2 years of nothing. I rather 3 smaller wins over 1 large PDB Brazil win. Get ready boys, zoom zoom time.


---------------------------------------------------------

NOMURA REPORT

Project pipeline looks healthy with a strong likelihood of two wins Yinson has already submitted bids for three FPSO projects — Limbayong (operator Petronas), Pecan (operator Aker Energy), and Atlanta Phase 2 (operator Enauta), all three around USD500-600mn capex each. We expect Atlanta Phase 2 and Limbayong to be awarded by the end of this year (Atlanta may be announced first). Yinson is also working on pre-FEED for two more large projects for Total, which may be awarded next year, according to Yinson. Additionally, the company intends to participate in bidding for three more FPSO projects namely, Nam Du Minh in Vietnam (operator Jadestone), Block B in Vietnam (operator PetroVietnam), and Chissonga in Angola (operator Total). Some of the details of the three projects which Yinson has already bid are:

• Atlanta Phase 2: Operator Enauta already has a purchase option for a OSX-2 vessel which would be used for converting to the FPSO. Bidding for the USD500-700mn (excluding the OSX-2 vessel cost) FPSO is underway, and we expect the final result to be announced in the next few months. We also expect Yinson to be the frontrunner for the Atlanta Phase 2 FPSO. Management stated that the Atlanta project is more capital efficient than the usual projects, due to its smaller capex size as well as upfront part payment (along with the OSX-2 vessel) by the client Enauta.

• Limbayong: The Limbayong field in offshore Sabah is the first operated deepwater development project of Petronas in Malaysia. Petronas is looking at various FPSO solutions, including the upgrade of an existing floater or the conversion of an oil tanker. According to media reports by Offshore, four competitors including Yinson, MISC, Sabah International Petroleum, and Bumi Armada are vying for the Limbayong FPSO. We expect Limbayong FPSO to be awarded by the end of 2021.

• Pecan: According to media reports , the Ghana government is seeking parliamentary approval to raise USD1.65bn to buy partial stake in the Pecan project from the operator Aker Energy, to ensure that it can move ahead after being stalled for quite some time. The Ghana government is also expected (as per the above article) to provide USD350mn as upfront payment to cover capital expenditure for the Pecan project. Yinson is one of the three contractors currently in the fray for the Pecan FPSO project, which we expect to be awarded early next year.

Posted by FreshNoob > 2021-08-27 10:39 | Report Abuse

Yeah.. can see it climbing.. not sure what's the news.. but definitely big shark buying..

Posted by mushroomboy > 2021-08-27 12:17 | Report Abuse

KUALA LUMPUR: Yinson Holdings Bhd's (YHB) subsidiary Yinson Acacia Ltd has entered into a memorandum of understanding (MoU) with Enauta Energia S.A. (Enauta) for floating production storage and offloading (FPSO) projects in Brazil.

https://www.nst.com.my/business/2021/08/721759/yinson-enauta-energia-inks-mou-fpso-charter-brazil

Posted by nikicheong > 2021-08-27 17:07 | Report Abuse

FPSO future is bright! Lots of FPSOs in the pipeline for the next two or three years.

Limbayong might be going to SIP per Upstreamonline.

Posted by nikicheong > 2021-08-27 17:08 | Report Abuse

Kinda unfair though cause I think insiders were buying the past few days with prior knowledge of the Atlanta a phase 2 Fpso.

Posted by Bgt 9963 > 2021-08-27 17:08 |

Post removed.Why?

Posted by BursaRangers > 2021-08-29 18:21 | Report Abuse

https://klse.i3investor.com/blogs/BursaRangersTechnicalPicks/2021-08-29-story-h1570631106-BursaRangers_Daily_Technical_Picks_30_August_2021.jsp

Posted by MiaoMiao7 > 2021-08-30 01:22 | Report Abuse

https://www.houmatoday.com/story/business/2021/08/28/gulf-oil-production-shuts-down-hurricane-ida-gas-prices-affected/5639284001/

Posted by FreshNoob > 2021-08-30 09:59 | Report Abuse

We maintain our BUY on Yinson Holdings (Yinson) with unchanged forecasts and fair value of RM7.20/share based on an ESG-adjusted sum-of-parts valuation.

Source : Aminvest Research 2021

Posted by investortrader88 > 2021-08-30 11:25 | Report Abuse

BURSA MALAYSIA TRADE STATISTICS - 27 AUG 2021

Participation / Status / Nett RM ( M )

Institutions Nett sellers - 239.8

Retail Nett sellers - 16.9

Foreign Nett buyers + 256.7



Source: theSundaily - Business

Posted by MiaoMiao7 > 2021-08-30 20:34 | Report Abuse

CIMB throwing to stop the price from rising. CIMB warrant expiring in October. I hope Yinson wins another project by October.

Posted by KiasiPu > 2021-08-30 20:59 | Report Abuse

A lot of good news for Yinson..

Posted by investortrader88 > 2021-08-31 12:01 | Report Abuse

Top 25 shareholders own 76.88% of Yinson Holdings Berhad


Yinson Legacy Sdn Bhd
18.39%

Employees Provident Fund of Malaysia
17.33%

Kumpulan Wang Persaraan
9.45%

AIA Investment Management Private Limited
4.72%

Han Lim
4.59%

Kheng Chew Yeow
3.45%

Permodalan Nasional Berhad
2.47%

Liannex Corporation (S) Pte Ltd
2.17%

BNP Paribas, Private & Investment Banking Investments
2%

Oversea-Chinese Banking Corporation Limited, Banking Investments
1.98%

Han Lim
1.77%

Credit Suisse, Investment Banking and Securities Investments
1.41%

Great Eastern Life Assurance (Malaysia) Berhad, Insurance Investments
1.36%

AIIMAN Asset Management Sdn. Bhd.
0.96%

BlackRock, Inc.
0.81%

Kenanga Investors Berhad
0.81%

Principal Global Investors, LLC
0.8%

The Vanguard Group, Inc.
0.69%

Dimensional Fund Advisors L.P.
0.54%

Kim Bah
0.33%

Norges Bank Investment Management
0.29%

Eastspring Investments (Singapore) Limited
0.21%

Kenanga Islamic Investors Berhad
0.14%

Libra Invest Berhad
0.13%

BNY Mellon Asset Management
0.087%

Posted by investortrader88 > 2021-08-31 12:03 | Report Abuse

https://www.nst.com.my/business/2021/08/722575/foreign-investors-are-bursas-net-buyers-again

Posted by ToTheMoon99 > 2021-08-31 20:03 |

Post removed.Why?

Posted by MiaoMiao7 > 2021-08-31 22:36 | Report Abuse

@ToTheMoon99

You are hearing what you want to hear, they never say it is a Yinson problem, they are saying it is a problem in the industry. Every O&G trying to go into the green industry which is not very profitable.

As for Yinson's ESG - https://www.sustainalytics.com/esg-rating/yinson-holdings-bhd/1015561713

They are the top 10 out of the 109 energy companies in the world. Consider very good.

Posted by Riaz1954 > 2021-09-05 09:53 | Report Abuse

Very good value, not understood by retail investors…owing to different style of management!

Posted by Riaz1954 > 2021-09-05 10:00 | Report Abuse

Foreign FM will increase asset allocation to Malaysia when they see political stability and opening up of all sectors ….we need absolute clarity as the trigger points when travelling interstate and foreign travellers can enter…..this has been lacking …compared to other countries …there is no single solution for all, that’s is why a strong gov is needed to work out the risks…in a transparent and rationale manner. For example setting a threshold for infection rates below 4000 was absurd! Infection rates themselves mean nothing on their own….hopefully we get clarity otherwise the damage will be worse than the cure the country is seeking. Ultimately elections are needed to get some degree of political stability. Party hopping should be banned.

Posted by kl_guy > 2021-09-06 11:44 | Report Abuse

someone is collecting at rm4.90. slowly taking up.
it is a good sign. base formation .

Posted by NEWBIEJIUSHIWO > 2021-09-17 09:46 | Report Abuse

finaly break rm5

Posted by pinnaclegrade > 2021-09-17 18:54 | Report Abuse

Road to RM 5.50, then back to RM6 ++

Posted by valueplayer > 2021-09-19 22:04 |

Post removed.Why?

Posted by varane > 2021-09-22 16:21 | Report Abuse

EPF keeps accumulating, wonder why it is back again to RM4.90?

Posted by KiasiPu > 2021-09-23 22:28 | Report Abuse

Good qr..

Posted by worktoinvest > 2021-09-24 14:59 | Report Abuse

Price not moving. What the.. it’s good qr

Posted by MiaoMiao7 > 2021-09-24 17:34 | Report Abuse

CIMB got call warrant expire on 29/10 worth RM22 millions for RM5.50. Dont expect much movement until after that date, unless something big happen. CIMB will make sure the price dont move above 5.5 or else they lose money.

Posted by OldWiseMan100 > 2021-09-26 23:43 | Report Abuse

Yes, therefore CIMB will do whatever it takes to make sure it doesn't cross the 5.55 price. Thus price will remain so until after October 29th, unless Yinson won a tender or something, then CIMB cannot do anything to stop it.

Posted by KiasiPu > 2021-09-27 13:23 | Report Abuse

Oil price is hitting USD80 soon, and China is power shortage now.

Posted by investortrader88 > 2021-09-27 22:34 | Report Abuse

Maintain NEUTRAL. While the recent rebound in oil prices is a welcomed positive, sector’s fundamentals remain largely weak. Furthermore, outlook for product prices (e.g. crude oil, petrochemicals) are expected to normalise starting 2H 2021 and beyond. In line with this, Petronas is also expecting long-term crude oil prices to hover between USD55-60 per barrel, down from the current levels of ~USD70/barrel.

For stock picks, we see value emerging in DIALOG (OP, TP: RM3.50) and YINSON (OP, TP: RM6.00) given recent share price weakness. These names have proven resiliency, and are backed by strong and capable management.

Source: Kenanga Research - 30 Aug 2021

Posted by KiasiPu > 2021-09-28 09:41 | Report Abuse

Finally gogogo!!!

Posted by FreshNoob > 2021-09-28 09:42 | Report Abuse

WHATS THE realistic TP

Posted by pinnaclegrade > 2021-09-28 09:42 | Report Abuse

Good day today hehehehe

Posted by KiasiPu > 2021-09-28 10:38 | Report Abuse

gogogo!!. hit 5.5 today

Posted by kl_guy > 2021-09-28 11:00 | Report Abuse

today up tick is real. No RSS at all.
Uptrend in tact. Go gogogo

Posted by FreshNoob > 2021-09-28 11:11 | Report Abuse

Hold 1 year.. Break even lol..

Posted by Myeye > 2021-09-28 11:14 | Report Abuse

~.~ gogOGO ~.~

Posted by kl_guy > 2021-09-28 11:15 | Report Abuse

brent crude price hit usd 79.90

Posted by KiasiPu > 2021-09-28 11:19 | Report Abuse

80.08 now

Posted by investortrader88 > 2021-09-28 15:02 | Report Abuse

Yinson very fierce today.:):):)

Posted by KiasiPu > 2021-09-28 15:50 | Report Abuse

ya.. gogogo!!

Posted by davors > 2021-09-28 16:05 | Report Abuse

3 weeks later 6.30...

Posted by kl_guy > 2021-09-29 10:09 | Report Abuse

look like yinson already been control by big boys. yesterday 6 mil volume. Now only 240k volume.
If today closing up with small volume else game is over.

Posted by Myeye > 2021-09-29 16:39 | Report Abuse

~.~ Steady ~.~

Posted by WCapital > 2021-09-29 23:55 | Report Abuse

CIMB call warrant expired next month...think need to wait until this over then only can start to fly.. but if suddenly got contract then case is different ..it may break 5.5

Posted by kl_guy > 2021-09-30 09:31 | Report Abuse

Can cimb stop yinson to go above rm5.50 ?
I think no bcos big boys already in control.
Last two day no RSS on this counter.

Posted by kl_guy > 2021-09-30 09:37 | Report Abuse

please go up high .
wanted to see RSS seller and investment got burn.
They have been manipulating the market with RSS to earn on the call warrant.