$YINSON (7293.MY)$ will be at a loss if nt because of one-off gain on losing control of anna nery - 484million (accounting exercise) after losing control of Fpso anna nery. change from subsidiary to jv after reducing stake to 63.2% (sold 11.2% to k line) there is no real cash received (484 million), is just an accounting exercise. but without this, this quarter will be at a loss. -338 million (146mil-484mil)
I’ve been researching some undervalued stocks, especially in the Malaysian market, and a few companies caught my attention. For example, Genting Berhad appears attractive with its diversified interests in leisure, hospitality, and gaming. Trading at a relatively low P/E ratio with a solid dividend yield, it seems poised for a potential rebound as market conditions improve. Similarly, Yinson Holdings shows promise in the energy infrastructure space, trading at an appealing valu...
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103717466
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agreed with your view...some large caps stocks are really undervalued. personally, I holds GENM, SIME and DIALOG. GENM and SIME are mainly for collecting Dividends Yinson is in KIV list as well.
cwljames
OP103717466
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Thanks for sharing your picks! I totally agree that large caps like GENM, SIME, and DIALOG are showing great value, especially with their solid dividend yields. I also have Yinson on my KIV list—its potential in the energy sector looks promising. I’m curious, how do you balance these dividend plays with growth opportunities in your portfolio? Looking forward to hearing more about your strategy.
小小牛
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Yinson and Dialog are both still collecting funds at this stage. The major players have not even started the second stage of the price adjustment. Now just waiting for the international situation to make an impact.
$YINSON (7293.MY)$ Just to confirm: Yinson need to pay 12.95% to 13.50% annual dividend to RCPS holder from now onwards? Source: pg 11 of 69 of the announcement If count as 1B USD invested, then need company to pay dividend of 0.1BUSD/ year or, equivalent RM450m/ year?
$YINSON (7293.MY)$ 1) YHB market cap is 8b. Total injected capital = 6b myr. Redeemable preferred share = 45% of YPOHL. Let YHB =YPOHL (justification: majority of PAT of YHB). 6b/(6b+8b) x 100% = 42.9%. (comparing 45% of YPOHL ownership is quite near). One would say this is a fair value. or not? The theme for 2024 has been unlocking value. Has the value been unlocked? if not, does it mean selling unlocked value at a current fair price? 2) “The strong focus on deliveries will also mean giving big...
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Profit30k2025
OP
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under other operating income: 53m is one-off gain on reversal impairment, 160m is one-off gain on disposal
102913955
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10% of the 42.4% given to RCPS holders is in the form of warrants, to exercise would mean further capital injection of ~2b myr. total injected capital currently is 6.7 b myr. based on ur logic, 2b from warrants + 6.7b/(2b + 6.7b +8b) = 52.1% stake for RCPS holders but they only got 42.4% (2b from warrants + 6.7b)/(2b + 6.7b + 11.8b)= 42.4% to get 42.4% means YPOHL was valued at 11.8 b , completely undervalued compared to current 8b
$YINSON (7293.MY)$definition sell on news.. up for a few minutes due to high sell volume then down to earth.. but for long term i think will be good ..
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YINSON Stock Forum
will be at a loss if nt because of one-off gain on losing control of anna nery - 484million (accounting exercise) after losing control of Fpso anna nery.
change from subsidiary to jv after reducing stake to 63.2% (sold 11.2% to k line)
there is no real cash received (484 million), is just an accounting exercise. but without this, this quarter will be at a loss. -338 million (146mil-484mil)
Similarly, Yinson Holdings shows promise in the energy infrastructure space, trading at an appealing valu...
Just to confirm: Yinson need to pay 12.95% to 13.50% annual dividend to RCPS holder from now onwards? Source: pg 11 of 69 of the announcement
If count as 1B USD invested, then need company to pay dividend of 0.1BUSD/ year or, equivalent RM450m/ year?
1) YHB market cap is 8b. Total injected capital = 6b myr. Redeemable preferred share = 45% of YPOHL. Let YHB =YPOHL (justification: majority of PAT of YHB). 6b/(6b+8b) x 100% = 42.9%. (comparing 45% of YPOHL ownership is quite near). One would say this is a fair value. or not? The theme for 2024 has been unlocking value. Has the value been unlocked? if not, does it mean selling unlocked value at a current fair price?
2) “The strong focus on deliveries will also mean giving big...
No comment yet