【YINSON 7293 交流专区】云升控股

icy97

Announcement Date	Financial Year	Quarter Number	Financial Quarter	Revenue (RM,000)	Profit Before Tax (RM,000)	Net Profit (RM,000)	Earning Per Share (Cent)	Dividend (Cent)	NTA (RM)
26/09/2013	31/01/2014	2	31/07/2013	227,350	13,204	10,251	4.81	0.00	1.640
28/06/2013	31/01/2014	1	30/04/2013	228,296	17,970	15,405	7.69	0.00	1.460
28/03/2013	31/01/2013	4	31/01/2013	170,442	7,000	4,927	2.51	0.00	1.420
27/12/2012	31/01/2013	3	31/10/2012	192,554	11,481	8,508	4.34	0.00	1.340
27/09/2012	31/01/2013	2	31/07/2012	235,768	12,872	9,847	5.02	0.00	1.320
29/06/2012	31/01/2013	1	30/04/2012	264,152	14,087	10,696	5.69	0.00	1.270

Date	Financial Year	Ex-Date	Entitlement Date	Payment Date	Entitlement Type	Dividend (Cent)	Dividend (%)
05/07/2013	31/01/2013	06/08/2013	12/08/2013	10/09/2013	First and Final Dividend	2.500	0.00
06/07/2012	31/01/2012	15/08/2012	17/08/2012	14/09/2012	First and Final Dividend	2.500	0.00
01/07/2011	31/01/2011	16/08/2011	18/08/2011	15/09/2011	First and Final Dividend	2.500	0.00
02/07/2010	31/01/2010	16/08/2010	18/08/2010	17/09/2010	First and Final Dividend	2.500	0.00
01/07/2009	31/01/2009	18/08/2009	20/08/2009	18/09/2009	First and Final Dividend	0.000	2.50
01/07/2008	31/01/2008	18/08/2008	20/08/2008	18/09/2008	First and Final Dividend	0.000	2.50

http://www.malaysiastock.biz/Corporate-Infomation.aspx?type=A&value=Y&securityCode=7293

公司官网：http://www.yinson.com.my/

icy97

云升次季净利1025万

财经新闻 财经  2013-09-28 10:57
（吉隆坡27日讯）受到海事业务及联营公司较好的表现激励，云升控股（YINSON，7293，主板贸服股）截至7月31日止次季，净利达1025万1000令吉，较上财年984万7000令吉，按年增长4.10%。

贸易和运输业务销售额下挫，导致该公司次季营业额按年下滑3.57%至2亿2735万令吉，上财年为2亿3576万8000令吉。

至于上半年，净利达2565万6000令吉，较上财年2054万3000令吉，按年增长24.89%；营业则达4亿5564万6000令吉，按年下滑8.86%，上财年为4亿9992万令吉。

该公司指出，2013年上半年全球经济增长缓慢，因此，预见未来持续面对下滑风险，而且大马经济增长也继续受外围影响。

不过，排除不可预计因素，该公司现财年内，仍可取得令人满意表现。[南洋网财经]

SUMMARY OF KEY FINANCIAL INFORMATION 31/07/2013

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		31/07/2013	31/07/2012	31/07/2013	31/07/2012
		$$'000	$$'000	$$'000	$$'000

1	Revenue	227,350	235,768	455,646	499,920
2	Profit/(loss) before tax	13,204	12,872	31,174	26,959
3	Profit/(loss) for the period	11,164	10,684	27,190	21,702
4	Profit/(loss) attributable to ordinary equity holders of the parent	10,251	9,847	25,656	20,543
5	Basic earnings/(loss) per share (Subunit)	4.81	5.02	12.03	10.47
6	Proposed/Declared dividend per share (Subunit)	0.00	0.00	0.00	0.00
		AS AT END OF CURRENT QUARTER		AS AT PRECEDING FINANCIAL YEAR END
7	Net assets per share attributable to ordinary equity holders of the parent ($$)	1.6440		1.4040

kuansinlim

Yinson nears completion of FOP takeover
[02/12/13]
http://seashipnews.com/news_content.php?fid=3w3c1634

Kuala Lumpur: Yinson Holdings has informed the Kuala Lumpur stock exchange that it has met all the necessary requirements in its planned takeover of Norway’s Fred Olsen Production (FOP). The actual takeover will now take place within three weeks, Yinson said.

Yinson currently owns three OSVs and via a jv with Petrovietnam Technical Services Corporation it also has one FSO and an FPSO set to deliver at the end of the year. FOP, meanwhile, owns a fleet of three floating production storage and offloading units and a jack up rig.

kuansinlim

03 December 2013Others > Yinson即将收购FOP

icy97

YINSON HOLDINGS BERHAD

1. Details of Corporate Proposal
Whether the corporate proposal involves the issuance of new type and new class of securities?	No
Types of corporate proposal	Others
Details of corporate proposal	PROPOSED ISSUANCE AND ALLOTMENT OF 37,809,000 NEW ORDINARY SHARES OF RM1.00 EACH IN YINSON HOLDINGS BERHAD (“YHB”) (“NEW ISSUE SHARE(S)”) AT AN ISSUE PRICE OF RM2.82 PER NEW ISSUE SHARE TO KENCANA CAPITAL SDN BHD TO BE SATISFIED IN CASH.
No. of shares issued under this corporate proposal	37,809,000
Issue price per share ($$)	MYR 2.820
Par Value ($$)	MYR 1.000
Latest issued and paid up share capital after the above corporate proposal in the following
Units	258,199,610
Currency	MYR 258,199,610.000
Listing Date	05/12/2013

kuansinlim

Ganger Rolf ASA: Fulfillment of Conditions in Voluntary Offer for Fred. Olsen Production ASA
December 02, 2013 02:29 AM Eastern Standard Time
http://www.businesswire.com/news/home/20131201005089/en/Ganger-Rolf-ASA-Fulfillment-Conditions-Voluntary-Offer

OSLO, Norway--(BUSINESS WIRE)--Regulatory News:

Ganger Rolf ASA (OSE:GRO):

Reference is made to Yinson Production Limited (Yinson) announcing today that all conditions for completion of their voluntary tender offer to acquire all outstanding shares in Fred. Olsen Production ASA (FOP) have been met or waived.

As previously announced First Olsen Ltd, which is owned 50/50 by Bonheur ASA and Ganger Rolf ASA and the majority shareholder of FOP, has on certain conditions granted Yinson an irrevocable pre-acceptance for the sale of its 65 191 200 shares, representing 61.54% of the total issued shares and votes of FOP.

Consequent on the aforesaid Yinson’s offer will now proceed towards settlement to take place as soon as reasonably possible but no later than three weeks from the date of this notice.

icy97

YINSON HOLDINGS BERHAD

Particulars of Substantial Securities Holder

Name	KENCANA CAPITAL SDN. BHD.
Address	Lot 6.08, 6th Floor, Plaza First Nationwide, 161, Jalan Tun H. S. Lee, 50000 Kuala Lumpur
NRIC/Passport No/Company No.	540499-W
Nationality/Country of incorporation	Malaysia
Descriptions (Class & nominal value)	Ordinary shares of RM1.00 each
Name & address of registered holder	KENCANA CAPITAL SDN. BHD. Lot 6.08, 6th Floor, Plaza First Nationwide, 161, Jalan Tun H. S. Lee, 50000 Kuala Lumpur

Date interest acquired & no of securities acquired
Currency	Malaysian Ringgit (MYR)
Date interest acquired	02/12/2013
No of securities	37,809,000
Circumstances by reason of which Securities Holder has interest	Private placement
Nature of interest	Registered / Beneficial owner
Price Transacted ($$)	2.820
Total no of securities after change
Direct (units)	37,809,000
Direct (%)	14.64
Indirect/deemed interest (units)	10,000,000
Indirect/deemed interest (%)	3.87
Date of notice	06/12/2013

icy97

持股97.1% 云升献议强购FOP

财经新闻 财经  2013-12-21 12:24
（吉隆坡20日讯）云升控股（YINSON，7293，主板贸服股）献购挪威Fred Olsen生产公司（FOP）取得97.1%股权，建议强制性收购其余股权，并申请FOP从奥斯陆股票交易所除牌。

云升控股向马交所报备，献购FOP计划已在12月20日完成，如今持有FOP的1亿282万3421股，或97.1%股权。

公司预计，强制性收购其余股权的计划，将在2014年1月中旬完成。[南洋网财经]

YINSON HOLDINGS BERHAD

Subject

CIRCULAR TO SHAREHOLDERS IN RELATION TO THE PART A (I) PROPOSED ACQUISITION OF ALL ORDINARY SHARES OF NORWEGIAN KRONE (“NOK”) 1.00 EACH IN FRED. OLSEN PRODUCTION ASA (“FOP”), A PUBLIC LISTED COMPANY ON THE OSLO STOCK EXCHANGE (“PROPOSED ACQUISITION”); AND

Attachments YHB Circular_Part 1.pdf

Type	Announcement
Subject	MULTIPLE PROPOSALS
Description	YINSON HOLDINGS BERHAD (“YHB” OR “COMPANY”) (I)        PROPOSED ACQUISITION; AND (II)        PROPOSED SHARE ISSUANCE (COLLECTIVELY REFERRED TO AS “PROPOSALS”)
This announcement is dated 20 December 2013. Reference is made to the announcements dated 31 May 2013, 10 June 2013, 12 June 2013, 17 June 2013, 5 July 2013, 25 July 2013, 2 August 2013, 12 August 2013, 20 August 2013, 28 August 2013, 3 September 2013 and 29 November 2013 in relation to the Proposals (“Earlier Announcements”) and the circular to shareholders dated 13 August 2013 (”Circular”). Unless otherwise defined, all capitalised terms used in this announcement shall have the same meaning ascribed to them in the Earlier Announcements and Circular. On behalf of the Board of Directors of YHB (“Board”), AmInvestment Bank Berhad (“AmInvestment Bank”) wishes to announce that, the settlement of the Offer Price to the FOP’s shareholders who have accepted the Offer has been completed on 20 December 2013. Following the settlement, the Offer has now been completed and YHB owns 102,823,421 FOP Shares, equalling 97.1% of the outstanding FOP Shares and votes in FOP. Upon the completion of the Offer, YHB intends to initiate a compulsory acquisition of the remaining FOP Shares not owned by YHB in accordance with applicable laws, and to propose that FOP applies for a delisting of FOP Shares from the Oslo Stock Exchange. It is expected that a compulsory acquisition of the remaining FOP Shares will be effected mid-January 2014. Please refer to the following website for further details on the announcement made by FOP and Offer Document:- http://www.oslobors.no/ob_eng/markedsaktivitet/stockNews?newt__ticker=FOP&newt__menuCtx=1.1.17 In addition, on behalf of the Board, AmInvestment Bank also wishes to announce that the Share Issuance has been completed on 5 December 2013 with the listing of 37,809,000 new YHB Shares on the Main Market of Bursa Securities.

icy97

雲升購Fred Olsen擴大船隊

2013-12-23 17:19      
（吉隆坡23日訊）雲升控股（YINSON，7293，主板貿服組）完成收購挪威上市公司Fred Olsen，持股增至97.1%或1億零282萬3千421股。

此前，該公司建議以每股9.40克朗或9億9千574萬克朗（約5億5千134萬令吉）收購FredOlsen，除了獲得銀行融資4億令吉，也透過私下配售和內部資金籌措其餘1億7千600萬令吉。

分析
肯納格研究指出，該公司積極拓展越南的浮式船艦業務，在完成收購後，旗下船隊跟著擴大，相信將進一步開發週邊市場。

船艦數量僅低於阿瑪達

該公司在收購Fred Olsen後，浮式生產儲油船艦將從2艘增至5艘，僅低於阿瑪達（ARMADA，5210，主板貿服組）的6艘。

目前，Fred Olsen擁有3艘浮式生產儲油船艦（其中一艘持股50%），也代表客戶管理移動式海上生產裝置（MOPU）。

分析員說：“更重要的是，這些浮式生產儲油船艦都簽下長期合約，合約期限至2022至2029不等。”

他補充，完成收購後，該公司可於2015財政年將FredOlsen的盈利全數進賬。

由於該公司即將發佈業績，肯納格打算到時再視情況決定是否調整評級，目標價維持5令吉58仙。（星洲日報／財經）

icy97

云升Q3净利飙82%

财经新闻 财经  2013-12-31 12:29
（吉隆坡30日讯）受惠于深海领域、联营公司和其他业务盈利贡献提高，云升控股（YINSON，7293，主板贸服股）截至10月31日财年第3季净利年增82.25%至1550万6000令吉，上财年同期是850万8000令吉。

云升控股第3季营业额报2亿3678万令吉，较上财年同期的1亿9255万4000令吉增长23%。

合计3季，云升控股净利报4116万2000令吉，上财年同期报2905万1000令吉，增幅为41.7%。

营业额则报6亿9242万6000令吉，较上财年同期的6亿9247万4000令吉跌0.007%。

第3季和累计9个月的每股盈利分别为7.27仙和19.3仙。[南洋网财经]

SUMMARY OF KEY FINANCIAL INFORMATION 31/10/2013

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		31/10/2013	31/10/2012	31/10/2013	31/10/2012
		$$'000	$$'000	$$'000	$$'000

1	Revenue	236,780	192,554	692,426	692,474
2	Profit/(loss) before tax	16,851	11,481	48,025	38,440
3	Profit/(loss) for the period	16,229	9,326	43,419	31,028
4	Profit/(loss) attributable to ordinary equity holders of the parent	15,506	8,508	41,162	29,051
5	Basic earnings/(loss) per share (Subunit)	7.27	4.34	19.30	14.80
6	Proposed/Declared dividend per share (Subunit)	0.00	0.00	0.00	0.00
		AS AT END OF CURRENT QUARTER		AS AT PRECEDING FINANCIAL YEAR END
7	Net assets per share attributable to ordinary equity holders of the parent ($$)	1.6670		1.4040

icy97

云升前景看高一线　股价受激励大起

财经 2013年12月31日
（吉隆坡31日讯）最新业绩符合预期的云升控股（YINSON，7293，主板贸服股），获得分析员调高其投资评级与目標价格，带动该股在2013年最后一个交易日走高，全天起16仙或2.43%，报6.74令吉，是全场第12大上升股。       

云升控股在周二以全天最低价位6.58令吉开市，这也是昨日的闭市水平；该股隨后逐步攀高，並触及全天最高价位6.77令吉。惟，在早盘休市时，稍微收窄涨幅，报6.73令吉，半天起15仙或2.28%。

午盘交易，该股大部份时间在6.72至6.74令吉区间交易，最后以6.74令吉掛收，全天涨16仙或2.43%，成交量为225万3200股，高于昨日的73万零300股。

云升控股在周一公布2014財政年第三季（截至10月31日止）业绩表现，其净利为1550万令吉，较去年同期的850万令吉，成长82.25%；营业额则为2亿3678万令吉，较去年同期的1亿9255万令吉，上升22.97%。

首9个月而言，该公司净利从去年同期的2905万令吉，上涨41.69%至4116万令吉；营业额则从去年同期的6亿9247万令吉，微跌0.007%至6亿9242万令吉。

针对云升控股公布的最新业绩表现，肯纳格研究分析员表示，该公司2014財政年首9个月净利符合预期，占其全年预测的68.9%，並相相信该公司贸易业务的盈利將在末季走强。

他补充说，该公司2014財政年第三季核心净利，从上一財政年同期的910万令吉，按年成长64.9%，至1500万令吉，主要是由两个因素带动，即：第一、从新联营的浮式储油船（FSO）取得较高的盈利，即2550万令吉，相比上一財政年同期蒙亏20万令吉；第二、海事业务两艘新船的贡献提高。

隨著最新季度业绩符合预期，分析员维持其2014財政年的盈利预测。

调高净利预测26%

至於2015財政年的盈利预测，他做出了数项调整之后，將其净利预测调高26.7%。

该分析员做出的调整，包括：第一、下调浮式生產储油船的盈利贡献，从原本预期会做出11个月的贡献，调低至6个月，这是因为之前所做的交付船只预测过度乐观；第二、將Fred.OlsenProduction（简称FOP）的贡献预测调高至5000万令吉，云升控股是在今年6月宣佈全面收购在挪威上市FOP船务公司；第三、將有效税率从之前预期的17%，调低至15%，这是因为该公司的浮式资產是无需缴税。

同时，该分析员也將云升控股的投资评级从「检討中」调高至「跑贏大市」，也把目標价格上修至7.32令吉。

他说，该目標价格是按2015財政年本益比15倍计算，与布米阿玛达（ARMADA，5210，主板贸服股）2014年的18.4倍本益比相比，折价约18%，这是因为云升控股的市值和浮式资產规模相对较小。[东方日报财经]

icy97

林镇严任云升CEO

财经新闻 财经  2014-01-04 11:32
（吉隆坡3日讯）云升控股（YINSON，7293，主板贸服股）委任林镇严为新任总执行长兼执行董事一职。

原有的董事经理林汉荣，则被调任为主席兼执行董事，1月3日起生效。

根据文告，林镇严乃是林汉荣之子，他们将一起负责监督公司的整体表现，同时也会在制定策略性计划中扮演关键角色。

此外，云升控股也宣布委任陈方峰（译音）为总财务长，他在1994年至2012年曾担任该公司的集团会计师。[南洋网财经]

YINSON HOLDINGS BERHAD

Date of change	03/01/2014
Name	LIM CHERN YUAN
Age	29
Nationality	Malaysian
Type of change	Appointment
Designation	Chief Executive Officer
Directorate	Executive
Qualifications	Bachelor of Commerce from University of Melbourne
Working experience and occupation	Mr Lim Chern Yuan was appointed as a Director of Yinson on 28 September 2009. He graduated with a Bachelor of Commerce from University of Melbourne, Australia in 2005. He started his career in March 2005 when he joined the subsidiary company, Yinson Transport (M) Sdn. Bhd. as Business Development Executive. Chern Yuan was promoted to Senior General Manager, a position he has been holding prior to his appointment as the Group's Chief Executive Officer. He is also in charge of another three subsidiaries of the Company, namely, Yinson Shipping Sdn. Bhd., Yinson Marine Services Sdn. Bhd. and Yinson Vietnam Co. Ltd. (since November 2008). He is also a Director of Yinson Tulip Limited, Yinson Offshore Limited and Yinson Indah Limited. He is the son of Mr Lim Han Weng and Madam Bah Kim Lian. Currently as the Group CEO, Chern Yuan oversees the overall performance together with the Executive Chairman and holding key strategic role in formulating the strategic planning of the Group.
Directorship of public companies (if any)	Nil
Family relationship with any director and/or major shareholder of the listed issuer	He is the son of Mr Lim Han Weng and Madam Bah Kim Lian, the major shareholders who are also the Executive Chairman and Executive Director of the Company respectively.
Any conflict of interests that he/she has with the listed issuer	Nil
Details of any interest in the securities of the listed issuer or its subsidiaries	Ordinary shares of RM1.00 each Direct interest - 15,300

Date of change	03/01/2014
Name	LIM HAN WENG
Age	62
Nationality	Malaysian
Type of change	Redesignation
Previous Position	Managing Director
New Position	Chairman & Executive Director
Directorate	Executive
Qualifications	-
Working experience and occupation	Mr Lim Han Weng was appointed as the Managing Director of Yinson on 9 March 1993 and as Chairman on 28 September 2009. Armed with the experience gained while working with Lori Malaysia Bhd., a transport company, he embarked into the transport and trading business in 1984 under the partnership with his wife, Madam Bah Kim Lian. Mr Lim is the driving force in the formulation and implementation of the Yinson Group corporate strategy. In addition to planning the business strategy and taking care of the financial aspects, he also oversees and supervises the operations of the branches. Being the prime mover of the Group's execellent achievements, Mr Lim maintains close relationship with customers by entertaining and securing corporate clients. He is the one primarily responsible for the success currently enjoyed by the Group.
Directorship of public companies (if any)	Nil
Family relationship with any director and/or major shareholder of the listed issuer	He is the father of MR LIM CHERN YUAN, the Chief Executive Officer of the Group. He is also the husband of MADAM BAH KIM LIAN, the Executive Director of the Company.
Any conflict of interests that he/she has with the listed issuer	-
Details of any interest in the securities of the listed issuer or its subsidiaries	Ordinary shares of RM1.00 each Direct interest - 67,068,042

Date of change	03/01/2014
Name	TAN FANG FING
Age	56
Nationality	Malaysian
Type of change	Appointment
Designation	Chief Financial Officer
Qualifications	* Master in Business Administration, University of Dayton, the United States of America. * Member of the Malaysian Institute of Accountants (MIA). * Fellow of the Chartered Association of Certified Accountants.
Working experience and occupation	Mr Tan is a Chartered Accountant with the Malaysian Institute of Accountants and a fellow of the Chartered Association of Certified Accountants. He started his career with an international audit firm, Cooper & Lybrand in Johor Bahru from 1983 to 1988 and then joined an international audit firm, Touche Ross & Tohmatsu in Singapore for a year. Thereafter, he joined the subsidiary of a public listed company as an Accountant in 1990 for one and a half year. Prior to joining Yinson in 1994, he obtained his Master in Business Administration in 1993 from the University of the United States of America.
Family relationship with any director and/or major shareholder of the listed issuer	Nil
Any conflict of interests that he/she has with the listed issuer or its subsidiaries	Nil
Details of any interest in the securities of the listed issuer or its subsidiaries	Ordinary shares of RM1.00 each Direct interest - 6,200

icy97

icy97 发表于 21-12-2013 02:42 AM
持股97.1% 云升献议强购FOP

财经新闻 财经  2013-12-21 12:24

Type	Announcement
Subject	MULTIPLE PROPOSALS
Description	YINSON HOLDINGS BERHAD (“YHB” OR “COMPANY”) (I)        PROPOSED ACQUISITION; AND (II)        PROPOSED SHARE ISSUANCE (COLLECTIVELY REFERRED TO AS “PROPOSALS”)
This announcement is dated 9 January 2014. Reference is made to the announcements dated 31 May 2013, 10 June 2013, 12 June 2013, 17 June 2013, 5 July 2013, 25 July 2013, 2 August 2013, 12 August 2013, 20 August 2013, 28 August 2013, 3 September 2013, 29 November 2013 and 20 December 2013 in relation to the Proposals (“Earlier Announcements”) and the circular to shareholders dated 13 August 2013 (”Circular”). Unless otherwise defined, all capitalised terms used in this announcement shall have the same meaning ascribed to them in the Earlier Announcements and Circular. On behalf of the Board of Directors of YHB, AmInvestment Bank Berhad wishes to announce that, YPL has, effective from the close of trading on Oslo Børs on 8 January 2014, resolved to carry out a compulsory acquisition of all the remaining FOP Shares not owned by YPL pursuant to the Norwegian Public Limited Liability Companies Act section 4-25 cf. the Norwegian Securities Trading Act section 6-22 (3). The offered redemption price under the compulsory acquisition is NOK 9.40 per FOP Share, which is the same amount as the Offer Price in the completed voluntary offer to acquire all FOP Shares pursuant to the Proposed Acquisition. As a consequence of the compulsory acquisition, YPL plans to seek a de-listing of FOP Shares from Oslo Børs. Please refer to the following website for further details on the announcement:- http://www.oslobors.no/ob_eng/markedsaktivitet/stockNews?newt__ticker=FOP&newt__menuCtx=1.1.17

icy97

股票涨逾200% 云升控股市值近20亿

财经新闻 财经  2014-01-20 11:34
（新山19日讯）成立逾30年的云升控股（YINSON，7293，主板贸服股）股票从最初的2令吉上涨逾200%至超过7令吉，公司市值也逐步攀高至近20亿令吉，成为柔州拥有类似市值并在大马股票交易所主要交易板挂牌的两大公司之一。

该公司创办人兼董事经理林汉荣昨晚出席公司常年晚宴时说，他去年于常年晚宴披露公司市值达6亿令吉，如今公司市值已经升至逾19亿令吉。

他披露，除了政府关联公司，云升控股是继新山福林园发展商激成（马）（KSENG，3476，主板工业产品）之后，市值第二高的柔州企业，为股东们带来一大喜讯。

他致词时说，公司自1984年开始在柔州展开运输代理业务，并于1996年成为国内最大的陆路运输公司，过去30年来不断通过寻找回酬高的业务发展，包括投资当年竞争不大的油气业相关领域。

他说，通过跟越南PTSC联营港口，云升控股持有40%的股权，公司也呈现良好业绩，获得了吉隆坡和新加坡的金融机构信任，开始聚焦于与油气业相关的建筑和开发活动的计划，也获得越南的浮式生产储油船（FPSO）合约。

全球第六大储油船队

他表示，配合扩展海事业务，公司最近与Kencana资本（Kencana Capital）完成收购挪威Fred Olsen生产公司（FOP），成功扩大成为全球第六大的FPSO船队，实是柔州一大殊荣。

林汉荣有信心并期望公司业务如同“云升”之名一样，继续像云升起，步步高升。

拨10万充柔国大教育基金

林汉荣宣布云升控股拨出10万令吉充作马来西亚国立大学（UKM）柔州大学生教育基金，他在会上移交款项予柔佛州务大臣拿督斯里卡立诺丁。

出席晚宴的嘉宾尚包括林汉荣夫人马金莲及三子，即汉达英达巴士公司策划与策略主任林镇权、云升控股董事林汉如伉俪、柔州总警长拿督莫达等人。

该公司也盛情邀请麻坡关圣宫醒狮采青、马来女歌手茜拉呈献《征服》、《记得》等多首好歌，让与会者尽兴而归。[南洋网财经]

icy97

降低负债率至1.5倍 云升控股下周料宣布筹资

财经新闻 财经  2014-01-23 09:49
（吉隆坡22日讯）云升控股（YINSON，7293，主板贸服股）预计会在下周宣布筹资活动，以削减债务，降低负债率降低至1.5倍。

自从该公司于去年以5.76亿令吉，收购挪威Fred Olsen Production ASA（简称FOP）之后，把其负债率推高至2.5倍。

《星报》引述市场观察者报道指出，云升控股冀望通过发行附加股筹资，把负债率降低至1.5倍。

该公司收购FOP时，通过两次发行附加股筹资1.62亿令吉，其中1次是配售给拿督莫扎尼马哈迪的Kencana Capital私人有限公司。

同时，云升控股还向银行贷款4亿令吉，以及通过内部筹资1400万令吉，因而把总贷款推高至12.8亿令吉。

本益比超越对手

不过，自从该公司收购FOP后，其股价节节上升，从去年1月初的每股2.13令吉，飙至昨日以7.41令吉挂收，涨幅高达248%。

之前，云升控股主要是从事运输和物流业务，股本仅2亿5820万股，市值为19.1亿令吉。

根据现有股价，云升控股以33倍本益比交易，远远高于其竞争对手布米阿马达（ARMADA，5210，主板贸服股）的26倍，以及沙肯石油（SKPETRO，5218，主板贸服股）的31倍。

云升控股以每股5.20令吉收购FOP后，迅即推高了该公司在全球最大浮式生产储油轮（FPSO）业者的排位。

以船队规模计算，该公司目前排第6，在布米阿马达之后。[南洋网财经]

icy97

发附加股后分拆 云升控股筹5亿还债

财经新闻 财经  2014-01-25 09:03
（吉隆坡24日讯）云升控股（YINSON，7293，主板贸服股）为筹资5亿令吉，建议发售附加股计划，之后建议股票分拆。

云升控股表示，目前还未确定配股数量和发售价，但强调发售价会比5日加权平均市场价格的理论除权价（TERP）低至少30%，但不低于云升控股每股1令吉的面值。

云升控股拟通过发售附加股，筹集5亿令吉，其中8400万令吉偿还大股东兼董事经理林汉荣和相关人士提供的贷款。

此外，公司将使用其中2亿4000万令吉，支付公司拖欠银行的债务。

截至目前，公司银行债务高达12亿6400万令吉。

云升控股决定使用1000万令吉，在越南的PTSC Phu My港口打造新仓库；以及1亿5800万令吉充作营运资本。

以1股配1股的方式推算，云升控股附加股计划的每股发售价，估计为1.93令吉，即理论除权价的59%折价。通过这配股方式，公司可筹集4亿9800万令吉。

云升控股也建议，公司法定股本从5亿令吉（包含5亿股），扩大至10亿令吉（包含10亿股）。

在完成附加股和扩大法定股本后，公司拟推行股票拆细计划，即把1股分拆成2股，以提升股票流通量。[南洋网财经]

YINSON HOLDINGS BERHAD

Type	Announcement
Subject	MULTIPLE PROPOSALS
Description	YINSON HOLDINGS BERHAD (“YHB” OR “COMPANY”) (i) PROPOSED RENOUNCEABLE RIGHTS ISSUE OF NEW ORDINARY SHARES OF RM1.00 EACH IN YHB (“YHB SHARES”) TO RAISE GROSS PROCEEDS OF UP TO RM500 MILLION (“PROPOSED RIGHTS ISSUE”); (ii) PROPOSED INCREASE IN THE AUTHORISED SHARE CAPITAL OF THE COMPANY FROM RM500,000,000 COMPRISING 500,000,000 YHB SHARES TO RM1,000,000,000 COMPRISING 1,000,000,000 YHB SHARES (“PROPOSED INCREASE IN AUTHORISED SHARE CAPITAL”); AND (iii) PROPOSED SHARE SPLIT INVOLVING THE SUBDIVISION OF ONE (1) YHB SHARE INTO TWO (2) ORDINARY SHARES OF RM0.50 EACH IN YHB (“SUBDIVIDED SHARES”) HELD BY ENTITLED SHAREHOLDERS OF YHB ON AN ENTITLEMEN DATE TO BE DETERMINED LATER (“PROPOSED SHARE SPLIT”) (COLLECTIVELY REFERRED TO AS “PROPOSALS”)
On behalf of the Board of Directors of YHB (“Board”), AmInvestment Bank Berhad (“AmInvestment Bank”) wishes to announce that YHB proposes to undertake the following:- (i) a renounceable rights issue of new YHB Shares (“Rights Shares”) to the entitled shareholders of YHB (“Entitled Shareholder(s)”) to raise maximum gross proceeds of up to RM500 million (“Proposed Rights Issue”); (ii) an increase in the authorised share capital of the Company from RM500,000,000 comprising 500,000,000 YHB Shares to RM1,000,000,000 comprising 1,000,000,000 YHB Shares (“Proposed Increase in Authorised Share Capital”); and (iii) a share split involving the subdivision of one (1) YHB Share into two (2) ordinary shares of RM0.50 each in YHB (“Subdivided Share(s)”) held by the entitled shareholders of YHB on an entitlement date to be determined and announced later (“Share Split Entitlement Date”) (“Proposed Share Split”). The Proposed Rights Issue, Proposed Increase in Authorised Share Capital and Proposed Share Split shall hereinafter collectively be referred to as the “Proposals”. For further details on the Proposals, please refer to the attachment.

Attachments Yinson Holdings Berhad - Proposals.pdf

icy97

雲升盈利前景如何？

2014-01-26 19:18      

讀者a先生問：
雲升控股（YINSON，7293，主板貿服組）最新業績表現如何？盈利前景好嗎？可否買進？

答：
雲升控股最新第三季業績表現符合市場預測，由於旗下越南浮式生產營運依然強勁，主要由浮式石油生產領域推動，在地理位置優勢取得進一步加強，料使其2015年財政年淨利有望取得顯著增長。

肯納格研究指出，雲升控股2014年財政年第三季核心淨利1千500萬令吉，首9個月淨利為4千230萬令吉，符合該行預測，預料第四季盈利將因貿易業務良好而加速揚升。該行保持其2014年財政年的全年淨利預測不變。

肯納格指出，在評估雲升控股2015年財政年淨利預測，該行將其海上浮式生產儲油船（FPSO）盈利貢獻期，從之前的11個月減少至6個月，其浮式石油生產領域淨利預測則增加至約5千萬令吉，及將其有效稅率從17%下調至15%。這使該行對該公司2015年的淨利預測，上調26.7%至1億2千590萬令吉。

肯納格指出，該行對雲升控股的估值方法，從之前的綜合估值法轉為本益比估值方式，因為投資者料將把關注焦點放在盈利成長。

該行給雲升控股的新目標價為7令吉32仙，或等於2015年財政年15倍水平，或等於同儕——阿瑪達（ARMADA，5210，主板貿服組）2014年財政年預測本益比18.4倍折價約18%，主要是雲升控股市值較小，以及在浮式資產市場仍然是新手。該行將其評級從檢討中上調至“買進”。

至於上述預測的風險，包括雲升控股的資本開銷走高使負債率增加，以及新工程計劃的合約及執行風險等。

值得注意的是，雲升控股的股價自去年來已漲升逾200%，即從年初的2令吉12仙，揚升至目前的逾7令吉水平，也即是已經達到了預測的目標價。（星洲日報／投資致富‧投資問診‧文：李文龍）

icy97

发附加股筹资后分拆 云升每股盈利恐稀释73%

财经新闻 财经  2014-01-28 13:00
（吉隆坡27日讯）分析员认对云升控股（YINSON，7293，主板贸服股）通过发售附加股筹资及股票分拆的举措不感惊讶，不过，每股盈利可能会因而被稀释高达73%。

肯纳格投行指出，云升控股早已规划削减债务，特别是其有意继续寻求新项目，以推动盈利增长。

尽管如此，分析员暂时不会调整该公司的盈利预测，因为该筹资活动尚未完成。

他披露，该筹资活动有助于加强云升控股的地位、降低负债水平，及还债给大股东林汉荣及相关单位。

负债率将降至1.03倍

“同时，拆股活动则可加强其股票交易流动性。”

根据分析员，该公司的发行附加股与拆股计划，将把股本从2亿5820万股，扩大3倍至10亿3000万股。

“随着股本提高，每股盈利也将会被稀释72.2%至73.6%。”

他表示，鉴于该公司打算筹资削减债务，因此，一旦该公司完成该筹资活动，其净负债率将可从目前的2.47倍，降低至1.03倍。

股东踊跃认购

尽管云升还未确定配股数量和发售价，但分析员相信，该公司的股东将会认购附加股，因为附加股的发售价，比5日加权平均市场价格的理论除权价（TERP）低很多。

根据该公司在上周五发布的文告，附加股发售价会比5日加权平均市场价格的理论除权价低至少30%，但不低于云升控股每股1令吉的面值。

完成筹资活动后，该公司决定耗资1000万令吉，在越南的PTSC Phu My港口打造新仓库；1亿5800万令吉则充作营运资本。

分析员看好该公司的浮式生产运作将继续在越南大放异彩，因为该公司壮大了船队，有利于强化其在当地市场的地位。

然而，分析员却把该公司的评级从“超越大市”下修至“跟随大市”，主要是近期的催化剂已经反映在股价上。

分析员根据2015财年15倍本益比预测，给予该股7.32令吉目标价。[南洋网财经]

icy97

雲昇控股一度起13仙

財經股市7 Feb 2014 21:11
（吉隆坡7日訊）週四（6日）場外交易，雲昇控股（YINSON，7293，主要板貿易）今日股價一度起13仙，上探7.50令吉，不過漲勢未能持續，收市平盤掛7.37令吉。

雖然雲昇控股一度大漲，但交投量未見活躍，全天僅有7萬2300股易手。

雲昇控股6日早盤，有210萬股股票于場外易手，每股成交價為6.70令吉。

根據股票市場數據顯示，這批場外交易股票占0.8%股權，對比雲昇控股當天達7.40令吉休市價，一共折價70仙或9.4%。

雲昇控股股價從去年11月15日達4.90令吉，持續走高並在今年1月20日寫下7.46令吉新高水平。【中国报财经】

icy97

油氣業者前景佳 雲昇控股大漲19仙

財經股市12 Feb 2014 22:00
（吉隆坡12日訊）市場看好浮式生產儲卸油船（FPSO）業者前景，雲昇控股（YINSON，7293，主要板貿易）早盤一度大漲23仙，探至7.67令吉歷史新高。

雲昇控股開市起1仙，以7.45令吉迎市后，早盤呈現大幅揚升格局，更創下7.67令吉歷史新高水平，休市報7.66令吉，勁揚22仙。

雲昇控股最終以7.63令吉掛收，全天一共揚升19仙，成交量為75萬6100股。

大華繼顯證券（UOB Kay Hian）研究報告指出，原油價格料保穩在每桶90美元（約300令吉），這成為主要石油業者保持資本開銷生產石油和天然氣主要催化劑。

分析師稱，這對布米亞馬大（ARMADA，5210，主要板貿易）和雲昇控股而言屬好兆頭，因旗下資產將在生產循環中使用。再加上浮式生產儲卸油船和浮式儲油船（FSO）合約都屬長期性，可提供良好盈利可見度。【中国报财经】