YINSON HOLDINGS BHD

KLSE (MYR): YINSON (7293)

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Last Price

2.68

Today's Change

-0.04 (1.47%)

Day's Change

2.65 - 2.73

Trading Volume

5,105,200

Overview

Market Cap

8,589 Million

NOSH

3,205 Million

Avg Volume (4 weeks)

4,041,105

4 Weeks Range

2.65 - 2.88

4 Weeks Price Volatility (%)

13.04%

52 Weeks Range

2.25 - 2.91

52 Weeks Price Volatility (%)

65.15%

Previous Close

2.72

Open

2.72

Bid

2.66 x 1,000

Ask

2.68 x 958,100

Day's Range

2.65 - 2.73

Trading Volume

5,105,200

Financial Highlight

Latest Quarter | Ann. Date

30-Apr-2024 [#1] | 19-Jun-2024

Next QR | Est. Ann. Date

31-Jul-2024 | 29-Sep-2024

T4Q P/E | EY

8.96 | 11.17%

T4Q DY | Payout %

1.36% | 12.17%

T4Q NAPS | P/NAPS

1.91 | 1.41

T4Q NP Margin | ROE

11.04% | 15.69%

Market Buzz
Company Profile

Sector: ENERGY

Sector: ENERGY

Subsector: ENERGY INFRASTRUCTURE, EQUIPMENT & SERVICES

Subsector: ENERGY INFRASTRUCTURE, EQUIPMENT & SERVICES

Description:

Yinson Holdings is a transportation and logistics company domiciled in Malaysia. The company organises itself into two segments: marine and other operations. The marine segment, which generates the vast majority of revenue, leases, trades, and operates vessels; offers chartering for other floating marine assets; provides consulting services for ship management; and provides other marine-related services. The other operations segment makes investments, and offers business and management consultancy services.

Discussions
5 people like this. Showing 50 of 4,487 comments

Johnchew5

Post removed.Why?

1 month ago

Johnchew5

Post removed.Why?

1 month ago

Johnchew5

Post removed.Why?

1 month ago

Johnchew5

Post removed.Why?

1 month ago

rl68

2. CHUA SONG YUN
Given the aggressive expansion, the nature of front-loaded costs for FPSOs, complex finance lease accounting, and substantial negative operating cash flow due to new FPSO constructions, the market and shareholders may find it difficult to understand Yinson's value. With FPSO Atlanta, FPSO Maria Quitéria, and FPSO Agogo set to commence their charter periods in the next year or two, assuming no new FPSOs are added, could management present the projected free cash flow expected from the FPSO segment over the next 10 years? This would help shareholders better appreciate the company's value.
Reply:
Yinson does expect 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.

@Sslee, kindly share the link of the above information.

4 weeks ago

Sslee

https://www.yinson.com/general-meetings/
Yinson - 31sh AGM minutes

4 weeks ago

Johnchew5

Post removed.Why?

4 weeks ago

Bullrun18

Unsuccessful cross 3.00 this week maybe next week can break the 3.00 barrier 🔝🔝🔝

4 weeks ago

Mabel

Yes lah..

To RM 3 with Loves

Happy Merdeka Every One!

4 weeks ago

Bullrun18

Yinson is Disposals offshore business to Icon for 160 millions

The Proposed Disposals are for a total sale consideration of RM160 million which shall be satisfied by the issuance of 181,818,181 new ordinary shares in Icon at an issue price of RM0.88 per share (“Issue Price”) (“Consideration Shares”) (“Sale Consideration”) and in accordance with the terms of definitive agreement(s) to be entered into by the parties pursuant to the Proposed Disposals (“Definitive Agreement”).

4 weeks ago

Bullrun18

Yinson divests offshore marine business to Icon Offshore

Friday, 30 Aug 2024
7:35 PM MYT

https://www.thestar.com.my/business/business-news/2024/08/30/yinson-divests-offshore-marine-business-to-icon-offshore

4 weeks ago

Bullrun18

Yinson started unlocking value for the business next is unlock FPSO business ...

4 weeks ago

Johnchew5

Post removed.Why?

4 weeks ago

Johnchew5

Post removed.Why?

4 weeks ago

Skywalker00

Haha... no problem, just unlock value of xxx

4 weeks ago

Johnchew5

Post removed.Why?

4 weeks ago

BursaVulture

@Johnchew 5

FPSO Atlanta delayed because Petrobas worker was on strike. Thus the delay.
https://www.reuters.com/article/petrobras-strike/petrobras-workers-strike-company-says-operations-unaffected-idUSL1N2A105J/

Which will be resolved eventually and has nothing to do with Yinson.

3 weeks ago

raymondroy

Johnchew5 @mikecyc ..... pls stop spamming this forum :-) appreciate it very much

3 weeks ago

HuatRex1314

Yinson son should be above 0.60 by now.

3 weeks ago

Johnchew5

Post removed.Why?

3 weeks ago

Johnchew5

Post removed.Why?

3 weeks ago

Johnchew5

Post removed.Why?

3 weeks ago

Johnchew5

4.) Waves 4 : Disposal of assets / down stream business like Armada during FPSO Kraken is delayed on 1st oil for fund raising.
Later sold FPSO Claire .

Armada :
Debt-Equity (DE) Ratio 0.93
FCF Yield 8.57 %

Yinson :
Debt-Equity (DE) Ratio 2.27
FCF Yield -9.69 %


Armada : latest payout Dividend on FY2015 .. then no more Dividend until today .

3 weeks ago

Bullrun18

Petrobras workers strike, company says operations unaffected
By Reuters
February 1, 202011:29 PM GMT+8Updated 5 years ago

Very funny guy posting the old news 5 years ago....

3 weeks ago

5354_

Will Lim Han Weng sell out Yinson 1 day?

3 weeks ago

5354_

True ka?

Bullrun18 Unsuccessful cross 3.00 this week maybe next week can break the 3.00 barrier 🔝🔝🔝
30/08/2024 5:09 PM

3 weeks ago

Johnchew5

Post removed.Why?

3 weeks ago

Johnchew5

Post removed.Why?

3 weeks ago

Vdhawan

Icon Offshore to add 40 ships in deals with Yinson and Liannex
https://splash247.com/icon-offshore-to-add-40-ships-in-deals-with-yinson-and-liannex/

3 weeks ago

BursaVulture

@Johnchew5

U have problem with SSLee... so PM him, no need to spam in every counter he invest.

3 weeks ago

Sslee

I am watching wave formation as forwàrd FCF as per BOD projection
Repost:
Yinson does expect 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.

@Sslee, kindly share the link of the above information.

Sslee
5928 posts
Posted by Sslee > Aug 30, 2024 10:12 AM | Report Abuse X

https://www.yinson.com/general-meetings/
Yinson - 31th AGM minutes

3 weeks ago

Johnchew5

Post removed.Why?

3 weeks ago

Johnchew5

Post removed.Why?

3 weeks ago

Johnchew5

Post removed.Why?

3 weeks ago

Johnchew5

Post removed.Why?

3 weeks ago

Johnchew5

Post removed.Why?

3 weeks ago

Mabel

KUALA LUMPUR (Sept 4): Corporate Malaysia's earnings for the second quarter of this year have largely been in line with analysts' expectations, with 58 of the top 100 companies on Bursa Malaysia in terms of market capitalisation either meeting or beating analysts' estimates, while 42 missed consensus estimates.

Overall, these top 100 companies’ aggregate earnings rose 15.9% year-on-year (y-o-y) and 10.5% quarter-on-quarter (q-o-q), with 49 companies registering both y-o-y and q-o-q increases in their latest reported quarterly earnings.

Utilities, oil and gas (O&G) and financial services are the sectors that posted results that largely met or beat earnings consensus in the second quarter of 2024, while telecommunications, technology and construction were the ones that disappointed when compared against their earnings forecasts.

3 weeks ago

OldWiseMan100

I've been asking this for 5 years already, can fly or not?

2 weeks ago

jjohnchew

Any progress update on FPSO Atlanta first oil ?

2 weeks ago

Vdhawan

World oil demand growth is slowest since pandemic as China cools, IEA says

https://theedgemalaysia.com/node/726533

2 weeks ago

sagmaSG

Yinson Holdings Bhd likely prompts thoughts about its role in the energy sector, particularly in renewable resources and offshore support. Investors might consider its growth potential, sustainability initiatives, and market position, reflecting on how the company navigates industry challenges and contributes to a greener future.

https://youtubvanced.com/

1 week ago

Bullrun18

Good job today gain 11 cents….

1 week ago

Mabel

https://www.oedigital.com/news/517024-brazil-authorities-issue-operating-license-for-atlanta-fpso

Meanwhile Brazil has several FPSO (Floating Production Storage and Offloading) units operating in its offshore oil fields. Here are some notable ones:

FPSO Guanabara: Operating in the Mero field, part of the pre-salt layer.
FPSO Almirante Barroso: Recently started operations in the Búzios field.
FPSO Sepetiba: Expected to start operations in the Mero field by the end of this year.
P-84 and P-85 FPSOs: These are part of Petrobras’ new generation of FPSO platforms designed for the Atapu and Sepia fields in the Santos Basin.
Petrobras has plans to install 11 more FPSOs in the pre-salt layer by 2027, which will significantly boost Brazil’s oil production capacity.

This FPSO Atlanta is recently licensed to Brava Energia, replacing the older Petrojarl I FPSO. Brava Energia, formed by the merger of 3R Petroleum and Enauta, has secured an operating license for the FPSO unit Atlanta from IBAMA. The company is working to meet regulatory requirements for authorization from ANP for first oil production. All subsea system and lines connections for FPSO Atlanta were completed in July, with ongoing installation of additional modules and wells.

The FPSO Atlanta, chartered by Yinson Production, can process 50,000 barrels of oil per day and store 1.6 million barrels of oil, replacing the Petrojarl I FPSO.

With this latest development Yinson closed nicely up 11 sen on Friday. Well Done Yinson!

Meow

1 week ago

Vdhawan

Plan to average up. Hehe

5 days ago

Bullrun18

Yinson Renewables’ 97 MWp Matarani Solar Project in Peru commences operations
Posted Date: 24 Sep, 2024

Yinson Renewables’ Matarani Solar Plant in Peru recently entered into its full operational phase, following the commencement of power export and sales in July 2024. The 97 MWp plant, located near Arequipa, positions Yinson Renewables as Peru’s second largest solar generator and is Yinson’s first operational project in Peru.

The plant, which commenced operations ahead of schedule, is designed to deliver 260 GWh of renewable energy annually and is estimated to be able to satisfy the electricity needs of approximately 62,000 Peruvian households and prevent the emission of more than 56,000 tonnes of CO2 per year. The plant includes almost 150,000 panels covering an area of 750,000m2.

The Matarani Solar Plant has a long-term Power Purchase Agreement (PPA) with Orygen, Peru's leading renewable energy generator, whose majority shareholder is the global sustainable infrastructure investment fund, Actis.

Yinson Renewables Chief Executive Officer, David Brunt, commented, “The Matarani Solar Plant is a significant milestone for Yinson Renewables, being our first in Peru and the region. With this plant now fully operational, Yinson Renewables has created a strong foundation which will facilitate our continued expansion in the region.”

Yinson Renewables acquired the project from Grenergy Renewables in January 2024. Grenergy provided a full turnkey EPC contract for the construction of the project and is also providing operation and maintenance service for the first two years.

Yinson Renewables has a strong growth ambition in Latin America, with a pipeline of close to 1 GW expected to be built in the next three to five years. In Peru, Yinson Renewables also owns the 130 MWp Majes Project, the first phase of which is expected to be ready for construction by end 2024. Matarani is Yinson Renewables' fourth large scale project to reach commercial operations, with the first three being the Rising Bhadla 1 & 2 plants and the Nokh Solar plant in India.

4 days ago

Vdhawan

Looks like Yinson is gonna hang at 2.76 ~ 2,78 for the time being ...

2 days ago

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