|
| |
Overview
Financial Highlight
HeadlinesBusiness Background 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.
  BATFLY Oil n gas industry is still not stable and many companies facing financial problem. Yinson being transporter will also be a dilemma.. 11/12/2020 4:04 PM BATFLY Market research revealed that oil n gas industry should recover in 2022..So need to monitor closely.. 11/12/2020 4:06 PM Riaz1954 Let’s see what the results shows us next week. Main concern is level of debt. High gearing csn be ok if it is supported by profitable projects. I am hopeful. 12/12/2020 6:03 PM Riaz1954 Can’t see why the shares are depressed? Yinson due to its foreign management staff does not get the exposure it serves in Malaysia. Governance side it is ok. Let’s see what business results show. 14/12/2020 12:31 PM Riaz1954 Awaiting results on Friday....and an update on contract. Oil price prospects looking good for 2021. 15/12/2020 9:55 AM Riaz1954 Volume very low, Govt institutions net buyers.......let’s see tomorrow! Dividend gets paid tomorrow...so may see action after that and qtr results. 17/12/2020 6:49 PM Riaz54 you can see government related investments are quite apparent, retail folks are preoccupied elsewhere. With Brent crude rising above 52, i can see Yinson benefiting from new contracts during 2021 for sure as oil producers will start investing again. 19/12/2020 11:18 PM Riaz1954 Results should be out today....the main concern is around level,of debt, which is given and consistent with the industry they operate in. 21/12/2020 3:05 PM Riaz1954 I hope there is no rights issue or even worse private placement ....unlikely they have much better governance than Serba and MyEG! Both mentioned companies contravene blatantly the ethical governance associated with companies listed in the stock exchange! 21/12/2020 3:07 PM tradesafely hmm good results but oil prices plummeting. let it bleed first before collect. 21/12/2020 6:57 PM tamp0i Oil price plummeting? I don't see it that way. Plummet will means it goes to < $40/barrel... Congrats to all shareholders... Great result 21/12/2020 7:25 PM Riaz1954 Good results....given the circumstances...oil prices are not plummeting, still above 50! They have good book of existing business 21/12/2020 9:13 PM noobinvestor98 Profit margin only approximately 4.5% for this quarter. Top line is fantastic but bottom line is horrible. 21/12/2020 10:22 PM Calvin882 https://in.investing.com/news/oil-down-3-2nd-covid-strain-deals-crude-hardest-blow-in-7-weeks-2546573 22/12/2020 7:36 AM Sohai Trader The Group’s profit after tax for the third quarter of the current financial year was higher by 7.05% or RM9.01 million to RM136.87 million as compared to RM127.86 million in the immediate preceding quarter. The increase was mainly attributable to positive contribution from EPCIC business activities, absence of impairment loss in tax recoverable and property, plant and equipment of RM27.05 million and lower loss on foreign exchange of RM12.70 million. The positive contributions were offset by lower other income of RM11.91 million, absence of reversal in impairment loss on trade and other receivables and advances to a joint venture of RM8.48 million, higher contract acquisition costs written off of RM42.36 million and deal deposit written off of RM84.81 million associated to a one-off forfeiture of a deposit of USD20 million related to the lapsed proposed part acquisition of Ezion Holdings Limited in September 2020. If it is not because of the one-off expenses, the results are far more impressive. 22/12/2020 9:58 AM Riaz1954 I agree the performance has been good. The down grade totally unjustified.....the performance final quarter will be strong and 2021 -2022 will be even better as new contracts will be generated . 22/12/2020 11:30 AM Riaz1954 There is been such a negative reaction of CV mutation....this is nothing exceptional i fact all virus mutate lot of miss information in market to cause uncertainty so that shares are bought cheap! This is a deliberate policy if gov and institutions alike, U.K. was expecting higher CV cases due to winter...variants don’t make any difference ...key is can the vaccine work...the answer appears to be yes! So nothing. Has changed. uK gov and public are irresponsible ...pubs and restaurants did not follow guidance many months ago! 22/12/2020 11:34 AM Riaz1954 Yinson is well run company...u like many other don’t want to name which are wrecked by director dealings...hence Yinson is not followed much by day traders ...low volume of trading and not properly evaluated. Results in challenging times speaks for itself! 22/12/2020 11:37 AM Riaz1954 Kenaga ....totally ill informed and have other interests...BTW I hold investments in Serba, Dayang, and Armada, YINSON better governance in place and perhaps Kenanga and other IBs don’t like good governance for obvious reasons! 22/12/2020 12:16 PM  davors looks good to retest 5.85 soon... if break above then will go towards 6.50.. 13/01/2021 11:25 AM davors Looks like Kenanga collect enough of Yinson.... Dec: Their target 5.50 Jan: Their target 6.95 13/01/2021 11:34 AM BATFLY Dropping cos the whole market is red plus oil n gas industry still struggling.. Well managed company.. 25/01/2021 2:46 PM  |
|
