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楼主: icy97

【YINSON 7293 交流专区】云升控股

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 楼主| 发表于 17-6-2014 03:55 AM | 显示全部楼层
YINSON HOLDINGS BERHAD

EX-date
26/06/2014
Entitlement date
30/06/2014
Entitlement time
05:00:00 PM
Entitlement subject
Others
Entitlement description
Share split involving the subdivision of every existing one (1) ordinary share of RM1.00 each in Yinson Holdings Berhad ("YHB") into two (2) ordinary shares of RM0.50 each in YHB ("Subdivided Shares").
Period of interest payment
to
Financial Year End

Share transfer book & register of members will be
to closed from (both dates inclusive) for the purpose of determining the entitlements
Registrar's name ,address, telephone no
Securities Services (Holdings) Sdn Bhd
Level 7, Menara Milenium
Jalan Damanlela
Pusat Bandar Damansara
Damansara Heights
50490 Kuala Lumpur

Tel : 03-2084 9000
Fax : 03-2094 9940 / 03-2095 0292
Payment date

a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers
30/06/2014
b.Securities deposited into the Depositor's Securities Account before 12:30 pm in respect of securities exempted from mandatory deposit

c. Securities bought on the Exchange on a cum entitlement basis according to the Rules of the Exchange.
Number of new shares/securities issued (units) (If applicable)

Entitlement indicator
Ratio
Ratio
2 : 1
Rights Issues/Offer Price


Remarks :
The listing and quotation for the Subdivided Shares shall take place on 1 July 2014, being the next market date immediately after the entitlement date.

The Registrar of YHB is expected to issue and despatch the notice of allotment for the Subdivided Shares to all the entitled shareholders whose names appear in the Record of Depositors of YHB on the entitlement date within four (4) market days after the date the Subdivided Shares are listed and quoted on the Main Market.

This announcement is dated 16 June 2014.


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 楼主| 发表于 28-6-2014 02:04 AM | 显示全部楼层
FPSO业务立功 云升首季净利涨96%

财经 2014年6月27日
(吉隆坡27日讯)浮式生產储油船(FPSO)业务旗开得胜下,云升控股(YINSON,7293,主板贸服股)2015財政年首季(截至4月30日止)净利为3029万令吉,相较去年同期的1540万令吉,上涨96.66%。        

此外,其首季营业额则为2亿9407万令吉,较去年同期的2亿2829万令吉,提升28.81%。

「该股以2.82令吉开盘后,呈横摆格局,一度下跌至2.79令吉的全天最低水平,但在收市前,股价突然回升,並触及全天最高水平的2.87令吉,最终以2.86令吉掛收。其全天成交量为338万1400股,低於昨日的457万3100股。」

该公司通过文告指出,首季净利表现提升,主要归功於浮式生產储油船正式营运所作出的贡献。

其浮式生產储油船业务的扣除利息和税项前盈利(EBIT),按年成长251%,至5170万令吉。此明显涨幅,主要是来自新子公司--云升生產(Yinson Production)的贡献。

该股全天上涨6仙或2.143%,以2.86令吉闭市。【东方网财经】

SUMMARY OF KEY FINANCIAL INFORMATION
30/04/2014
INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
30/04/2014
30/04/2013
30/04/2014
30/04/2013
$$'000
$$'000
$$'000
$$'000
1Revenue
294,070
228,296
294,070
228,296
2Profit/(loss) before tax
37,869
17,970
37,869
17,970
3Profit/(loss) for the period
31,014
16,026
31,014
16,026
4Profit/(loss) attributable to ordinary equity holders of the parent
30,296
15,405
30,296
15,405
5Basic earnings/(loss) per share (Subunit)
11.73
7.69
11.73
7.69
6Proposed/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 ($$)
2.1870
2.0730

本帖最后由 icy97 于 28-6-2014 04:10 AM 编辑

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 楼主| 发表于 30-6-2014 11:20 PM | 显示全部楼层
雲升首季業績符預測‧FPSO合約成重估催化劑

2014-06-30 17:45      
(吉隆坡30日訊)雲升控股(YINSON,7293,主板貿服組)截至2015年首季業績普遍符合市場預測,該公司積極競標新浮式生產儲油卸油裝置(FPSO)合約,任何得標結果,將是該公司重大估值重估的催化因素,惟預期在2016年及2017年開始做出盈利貢獻。

興業研究指出,雲升控股首季淨利3千300萬令吉符合預測。由於較低融資開支及南山浮式生產儲油卸油裝置做出全年盈利貢獻(約3千萬至4千萬令吉),使該行維持其淨利預測,即2015年料達1億2千200萬令吉及2016年為1億3千700萬令吉。

惟肯納格研究認為,雲升控股首季核心淨利2千370萬令吉略為低於預測,占該行全年預測18.3%及市場全年預測的19.6%。該行將其2015及2016年財政年淨利下調1.5%及2.7%,分別至1億2千670萬令吉及1億4千150萬令吉。

肯納格略為調整其財測,主要是沒有包括旗下南山提早接收浮式生產儲油卸油裝置,並首次取得石油所給的額外1千500萬令吉花紅,包括未實現外匯虧損540萬令吉,及進行競標所撥出的300萬令吉等。

大馬研究預料2015年財政年首季之後,雲升控股季度核心淨利將顯著增加,主要是其南山浮式生產儲油卸油裝置在2014年6月6日已接收石油。該行對其2016年及2017年財政年核心淨利預測,分別為1億3千650萬令吉及1億4千790萬令吉。

競標6海內外合約

馬銀行研究指出,雲升控股競標合約,包括印尼2項,越南及大馬各一項、非洲的加納及尼日利亞也是各有一項競標,預料最早今年下半年才有結果。
興業研究表示,雲升控股在大馬,越南,印尼及非洲競標浮式生產儲油卸油裝置合約,預料每項競標合約介於3億至10億美元。

肯納格認為,市場已經反映它至少可攫取得一項工程合約,這可從其股價在上週走高所致(增加9.2%)。不過,新工程合約只有在2016年及2017年才會做出盈利貢獻。該公司計劃脫售非油氣業務,惟預測要在明年才會進行。



(星洲日報/財經‧報道:李文龍)


积极竞标FPSO 低负债 云升尚可借贷支撑合约
财经新闻 财经  2014-07-02 14:30
http://www.nanyang.com/node/632219?tid=462 本帖最后由 icy97 于 3-7-2014 01:48 AM 编辑

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 楼主| 发表于 8-7-2014 04:04 AM | 显示全部楼层
YINSON HOLDINGS BERHAD

EX-date
13/08/2014
Entitlement date
15/08/2014
Entitlement time
04:00:00 PM
Entitlement subject
Final Dividend
Entitlement description
Final Single-Tier Dividend of 1.25 sen per share
Period of interest payment
to
Financial Year End
31/01/2014
Share transfer book & register of members will be
15/08/2014 to 15/08/2014 closed from (both dates inclusive) for the purpose of determining the entitlements
Registrar's name ,address, telephone no
SECURITIES SERVICES (HOLDINGS) SDN. BHD.
Level 7, Menara Milenium,
Jalan Damanlela, Pusat Bandar Damansara,
Damansara Heights,
50490 Kuala Lumpur
Tel No: (603) 2084 9000
Fax No: (603) 2094 9840; (603) 2095 0292
Payment date
12/09/2014
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers
15/08/2014
b.Securities deposited into the Depositor's Securities Account before 12:30 pm in respect of securities exempted from mandatory deposit

c. Securities bought on the Exchange on a cum entitlement basis according to the Rules of the Exchange.
Number of new shares/securities issued (units) (If applicable)

Entitlement indicator
Currency
Currency
Malaysian Ringgit (MYR)
Entitlement in Currency
0.0125

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 楼主| 发表于 9-7-2014 12:57 AM | 显示全部楼层
Notice of Interest Sub. S-hldr (29A)
YINSON HOLDINGS BERHAD

Particulars of Substantial Securities Holder
Name
EMPLOYEES PROVIDENT FUND BOARD
Address
Tingkat 19, Bangunan KWSP,
Jalan Raja Laut,
50350 Kuala Lumpur
NRIC/Passport No/Company No.
EPF ACT, 1991
Nationality/Country of incorporation
Malaysia
Descriptions (Class & nominal value)
Ordinary Shares of RM0.50 each
Name & address of registered holder
CITIGROUP NOMINEES (TEMPATAN) SDN. BHD.
Employees Provident Fund Board
Level 42, Menara Citibank
165, Jalan Ampang
50450 Kuala Lumpur
(Acquisition of 5,000,000 shares on 3 July 2014. Following the acquisition, currently held 30,389,600 shares)

Citigroup Nominees (Tempatan) Sdn. Bhd.
Employees Provident Fund Board (HDBS)
(There is no change in shareholding. Currently held 6,400,000 shares)

Citigroup Nominees (Tempatan) Sdn. Bhd.
Employees Provident Fund Board (NOMURA)
(There is no change in shareholding. Currently held 7,100,400 shares)

Citigroup Nominees (Tempatan) Sdn. Bhd.
Employees Provident Fund Board (CIMB PRI)
(There is no change in shareholding. Currently held 11,614,000 shares)

Citigroup Nominees (Tempatan) Sdn. Bhd.
Employees Provident Fund Board (KIB)
(There is no change in shareholding. Currently held 859,200 shares.
Date interest acquired & no of securities acquired
Currency
Malaysian Ringgit (MYR)
Date interest acquired
03/07/2014
No of securities
5,000,000
Circumstances by reason of which Securities Holder has interest
Acquisition
Nature of interest
Direct
Price Transacted ($$)

Total no of securities after change
Direct (units)
56,363,200
Direct (%)
5.46
Indirect/deemed interest (units)

Indirect/deemed interest (%)
Date of notice
04/07/2014


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 楼主| 发表于 10-7-2014 12:43 AM | 显示全部楼层
云升接获BW岸外献议 洽商Petroleo股权交易

财经 2014年7月9日
(吉隆坡9日讯)云升控股(Yinson,7293,主板贸服股)接获BW岸外有限公司的献议,有意买断或卖断Petroleo Nautipa浮动生產储存及装卸设施船的股权。        

云生控股独资子公司云升生產(前称Fred Olsen)接到来自BW岸外的献议,以便和Tinworth私人有限公司达成协议,由其中一方全数持有Petroleo Nautipa的浮动生產储存及装卸设施船(FPSO)。

Tinworth是云升生產的独资子公司--Nautipa,和BW岸外通过子公司Prosafe Nautipa,以50对50股权联营的公司。

这项建议,可能涉及买卖Petroleo Nautipa或Nautipa100%的股权。有关计划將需获得云升控股的股东批准。

云生控股董事局將商討这项献议,之后再做决定,是要全数买下Petroleo Nautipa的100%股权或脱售Nautipa100%的股权,该公司將在接获献议的10个工作日內,做出决定。

云升控股今日午盘暂停交易一个小时,以作出这项决定。该股于3点30分恢复交易。闭市时,云升控股以平盘掛收,报2.96令吉,成交量有68万股。【东方网财经】

Type
Announcement
Subject
OTHERS
Description
YINSON HOLDINGS BERHAD (“YHB” OR “COMPANY”)

OFFER PROCESS IN RELATION TO THE JOINT VENTURE COMPANY, TINWORTH PTE. LTD., AND THE FPSO PETROLEO NAUTIPA
On behalf of the Board of Directors of YHB (“Board”), AmInvestment Bank Berhad and Maybank Investment Bank Berhad wish to announce that YHB’s wholly-owned subsidiary, Yinson Production AS (“YPAS”) (formerly known as Fred Olsen Production AS) has, on 8 July 2014, received an offer letter (“Offer Letter”) from BW Offshore Limited (“BW Offshore”) proposing a process for reaching a mutual agreement over the eventual 100% ownership of the floating, production, storage and offloading facility vessel, Petroleo Nautipa (“FPSO Petroleo Nautipa”) and its owner, Tinworth Pte. Ltd. (“Tinworth”), by either parties (“Offer”).

Tinworth is a 50-50 joint venture held between Nautipa AS (“NAS”), a wholly-owned subsidiary of Yinson Production AS and Prosafe Nautipa AS (“PNAS”), a direct subsidiary of Prosafe Production Public Limited which is ultimately held by BW Offshore. It is proposed that the sale and purchase be in respect of 100% equity interest in PNAS or 100% equity of NAS, as the case may be. Completion will be conditional upon receipt of YHB shareholders’ approval.

The Board will deliberate and decide on the Offer to either acquire the 100% equity interest in PNAS or dispose its 100% equity interest in NAS and further announcement on the decision undertaken by the Board will be made by YHB within the next ten (10) business days from the date of receipt of the Offer Letter by Yinson Production AS.

This announcement is dated 9 July 2014.
本帖最后由 icy97 于 10-7-2014 03:17 AM 编辑

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 楼主| 发表于 25-7-2014 04:07 AM | 显示全部楼层
雲升1.9億售Nautipa AS 50%

2014-07-25 10:53      
(吉隆坡24日訊)配合合作夥伴BW岸外公司的拆夥獻議,雲升控股(YINSON,7293,主板貿服組)決定以5千930萬美元(1億8千798萬令吉)脫售浮式生產儲油船艦(FPSO)Nautipa AS的50%股權。

該公司發文告說,上述脫售替公司提供釋放投資價值的機會,根據上述脫售額計算,預計公司可賺取7千870萬令吉一次性盈利,惟公司暫時尚未決定如何使用該筆資金。

雲升控股是在本月初接獲聯營伙伴BW岸外公司的拆伙建議,要求雲升控股必須選擇買下或脫售Nautipa AS的50%股權,而最新發展顯示雲升最終選擇放棄Nautipa AS,兌現投資價值。(星洲日報/財經)

YINSON HOLDINGS BERHAD

Type
Announcement
Subject
TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS)
NON RELATED PARTY TRANSACTIONS
Description
YINSON HOLDINGS BERHAD (“YHB” OR “COMPANY”)

PROPOSED DISPOSAL OF THE ENTIRE EQUITY INTEREST OF NAUTIPA AS BY YINSON PRODUCTION AS (FORMERLY KNOWN AS ‘FRED. OLSEN PRODUCTION ASA’), A WHOLLY-OWNED SUBSIDIARY OF YHB (“PROPOSED DISPOSAL”)
Reference is made to the Company’s announcements dated 9 July 2014 and 16 July 2014 (“Earlier Announcements”).

Unless otherwise stated, defined terms in this announcement should carry the same meanings as defined in the Earlier Announcements.
On behalf of the Board of Directors of YHB (“Board”), AmInvestment Bank Berhad (“AmInvestment Bank”) and Maybank Investment Bank Berhad (“Maybank IB”) wish to announce that Yinson Production AS (formerly known as Fred. Olsen Production ASA) (“YPAS”), a wholly-owned indirect subsidiary of YHB, entered into a share purchase agreement (“SPA”) with Prosafe Production Public Limited (“PPPL”), a wholly-owned indirect subsidiary of BW Offshore Limited(“BW Offshore”), on 24 July 2014 to dispose of its entire equity interest in Nautipa AS (“NAS”) to PPPL for a cash consideration of USD59.30 million (equivalent to approximately RM187.98 million), subject to the Completion Adjustments (as defined herein), if any (“Disposal Consideration”) (“Proposed Disposal”).

Please refer to the attachment for further details on the Proposed Disposal.

This announcement is dated 24 July 2014.

http://www.bursamalaysia.com/market/listed-companies/company-announcements/1695213
Attachments

本帖最后由 icy97 于 26-7-2014 02:41 AM 编辑

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 楼主| 发表于 26-7-2014 03:07 AM | 显示全部楼层
FPSO脱售价合理 云升或变身纯油气股

财经 2014年7月25日
(吉隆坡25日讯)分析员认为云升控股(YINSON,7293,主板贸服股)以5930万美元(约1亿8800万令吉)脱售FPSO Petroleo Nautipa50%股权的价格合理,並预测脱售所得將用在潜在贏得的浮式生產储油船(FPSO)新工作合约,同时也不排除该公司將陆续出售旗下的非油气业务,崛起为纯油气股,以便进一步提升其估值。

无论如何,分析员对云升控股的投资评级分歧。

肯纳格研究分析员虽然对云升控股手持的长期合约感到正面,不过,基于该股目前的估值处在偏高水平,所以他维持该股「落后大市」投资评级,目標价格也维持在2.31令吉。

然而,马银行金英投行分析员则维持该股「买进」投资评级,以及3.03令吉目標价,因为他对云升控股取得新合约充满信心,而且该目標价格还未將潜在贏取的新合约计算在內。

今天闭市时,云升控股报2.98令吉,全天微起3仙或1.02%,成交量为67万1300股。

云升控股昨天发文告指出,该公司接受BW岸外公司的献议,以5930万美元將FPSO Petroleo Nautipa的50%股权,脱售给后者。

有关脱售活动预计將在今年第三季完成,云升控股將从该脱售中获利约7900万令吉。

分析员都认为,该脱售价合理。

肯纳格研究分析员指出,相信有关交易合理,因为:一、云升將从中获利约7870万令吉;

二、该交易至少是以9倍本益比进行(预测按该联號公司將在2015和2016財政年將带来2080万令吉贡献计算)。

马银行金英投行分析员也表示,这是一项相当有建设性的交易,但是,云升控股短期盈利將因为此项脱售而被稀释约3%。无论如何,该分析员认为,云升控股释放FPSO Petroleo Nautipa的价值,手握现金是正確的选择,因为FPSO市场在中短期仍存有许多潜在机会。

市场传言,云升控股正在竞標至少3项合约,而且管理层也透露,任何的新合约贏取预计將在2014年下半年之后。

当中,正在招標的FPSO新合约,包括Eni的迦纳OCTP(资本开销10亿美元)和Petro Vietnam的HamRong(资本开销4亿美元)。

肯纳格研究指出,隨著云升控股股价在过去一周飆升9.2%,相信该公司至少贏取一项新合约的利好因素已经反映出来,但是,贏取的任何新合约,要到2016至2017財政年(1月31日结帐)年杪才会做出盈利公司,因为建造期长达18至24个月。

逐步售非油气业务

虽然云升控股並没有交代將如何运用脱售所得,但两名分析员皆认为,它会將取得的资金投入潜在贏取的新合约或进行併购。

他们也一致认为,云升控股將逐步脱售非油气业务。

马银行金英投行分析员指出,云升控股或將陆续脱售非油气业务,成为纯油气业者,因为这不但可进一步加强其財务状况,同时也能提升其估值。

他维持云升控股「买进」评级,因为潜在贏得的合约(资本开销介于4亿至10亿美元),並假设在新合约的持股为100%,每年可带来1亿至1.5亿令吉的盈利贡献,这將是该股获得重估的关键因素。【东方网财经】
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 楼主| 发表于 30-7-2014 11:42 PM | 显示全部楼层
雲升控股強化資產負債表

2014-07-30 17:36      
(吉隆坡30日訊)雲升控股(YINSON,7293,主板貿服組)決定以5千930萬美元現金(約1億8千800萬令吉)脫售Petroleo Nautipa資產50%股權,分析員對此看法不一,雖然將失去部份貢獻,卻可釋放現金價值強化資產負債表與同儕競爭。

興業研究表示,脫售料在本財政年第三季完成,從中可獲益7千870萬令吉。

目前Petroleo Nautipa持有非洲加蓬Etame離岸油田8年合約(2012至2020年)及2年延長選擇權,8年合約內部回酬(IRR)-3%,2年延長選擇權則少於3%。

“脫售符合該公司降低儲備風險的保守策略,以釋放現金價值,有更多空間收購額外的浮式生產資產,以更強大資產負債表及紀錄與表現積極的同儕競爭。”

鑒於脫售將失去Petroleo Nautipa聯號淨利1千500萬至2千萬令吉貢獻,該行下修2015-2016財政年盈利預測6%與8%,又因交易價比同儕高,下半年財測已納入至少一項新合約而下調目標價及評級。

肯納格研究指出,雲升控股鑒於收購該資產其餘50%股權“太貴”而不願冒險,反而有意利用脫售所得資金償還貸款,也不排除將用於新合約或併購活動。

“該公司計劃償還4千萬美元(約1億2千600萬令吉)降低目前的0.74倍負債率至0.64倍,其餘資金可能用於新獲取的合約或併購。”

該行對併購感到意外,因該公司才在今年初完成FOP交易,若再有任何併購,料可填補短期盈利缺口(新合約僅可在2016財政年貢獻)。

“預計2015至2016財政年淨利將下滑2%至9.6%(假設已償還4千萬美元貸款),但是由於該公司對脫售所得資金運用比例不確定,維持財測不變。”



(星洲日報/財經‧報道:郭曉芳)
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 楼主| 发表于 2-8-2014 01:15 AM | 显示全部楼层
积极拓海外业务 云升控股力争FPSO 合约

财经新闻 财经  2014-08-01 08:56
(新山31日讯)浮式生产储卸油轮(FPSO)需求逐步攀升,云升控股(YINSON,7293,主板贸服股)放眼未来将积极争取更多合约。

云升控股总执行长兼执行董事林镇严在集团股东大会后向媒体表示,公司现晋身为全球第6大FPSO企业,除了公司账面盈利可观,还具有管理FPSO的专才和良好业务记录。

他指出,基于当前市场竞争仍不算激烈,公司正在非洲和东南亚争取新FPSO租船合约,通过积极争取长期合约,为公司业绩带来稳定增长。

他说,公司重心依然是放在扩展海外油气业务,放眼开拓东南亚市场,包括我国、泰国、越南、印尼、菲律宾和缅甸。

看好印尼缅甸

云升控股集团执行主席林汉荣看好印尼和缅甸的市场潜能。

他说,缅甸目前欢迎外资投资,不少外国油气公司把业务拓展到缅甸;而印尼的油气储量丰富潜力有待挖掘。

股东大会通过的提案包括建议派发每股1.25仙的股息,以及35万令吉的董事薪酬等。

公司截至1月31日止的2014财年净赚6642万令吉,营业额达9亿4186万令吉;2013财年营业额为8亿6522万令吉,净赚3388万令吉。

云升控股间接独资子公司云升生产(简称YPAS),上周以逾1.87亿令吉,将联营公司Nautipa AS的全数股权,脱售予BW岸外间接独资子公司Prosafe生产(简称PPPL),从中获利7800万令吉。【南洋网财经】
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 楼主| 发表于 7-8-2014 03:24 AM | 显示全部楼层
YINSON HOLDINGS BERHAD

Type
Announcement
Subject
OTHERS
Description
INCORPORATION OF WHOLLY-OWNED SUBSIDIARY- YINSON TMC
Bank Negara Malaysia and Malaysian Investment Development Authority ("MIDA") have granted an approval on the establishment of a Treasury Management Centre by Yinson Holdings Berhad.

On behalf of the Board of Directors of YINSON HOLDINGS BERHAD ("YINSON" or "the Company"), we would like to announce that a wholly-owned subsidiary known as YINSON TMC SDN. BHD. ("YTMC") was incorporated on 31 July 2014. The authorised share capital of YTMC is RM500,000.00 and the initial issued and paid-up capital is RM 3.00. The principal activities of YTMC is among others the provision of cash financing, debt management, investment services and financial risk management within the Group. The incorporation of YTMC will not have any material effect on the earnings and net assets of the Group for the financial year ending 31 January 2015.

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 楼主| 发表于 23-8-2014 11:19 PM | 显示全部楼层
云升控股或买船

财经新闻 财经  2014-08-24 11:02
(吉隆坡23日讯)云升控股(YINSON,7293,主板贸服股)与英国Golden State Petro签署备忘录协议,向后者购买船只。

文告指出,云升控股配合拓展深海和岸外生产业务,有意向Golden State Petro购买命名为“Ulriken”的船只。不过,公司并无注明交易价格。【南洋网财经】

YINSON HOLDINGS BERHAD

Type
Announcement
Subject
OTHERS
Description
Memorandum of Agreement- Purchase of Vessel
Yinson Holdings Berhad (“the Company”) is pleased to announce that the Company has entered into a Memorandum of Agreement on 20 August 2014 with a U.K. registered company, Golden State Petro (“the Seller”) in which the Company or any of Yinson Group’s nominated wholly-owned subsidiary (whether direct or indirectly owned by the Company) is purchasing a vessel named “Ulriken” from the Seller.

The said purchase is for Yinson Group’s business expansion in the marine and offshore production sector.

This announcement is dated 22 August 2014.

本帖最后由 icy97 于 24-8-2014 11:04 PM 编辑

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 楼主| 发表于 9-9-2014 02:23 AM | 显示全部楼层
传云升获中东FPSO 租约 未来营收或翻倍

财经新闻 财经  2014-09-07 11:06
(吉隆坡6日讯)消息指出,云升控股(YINSON,7293,主板贸服股)即将落实与中东公司的浮式生产储卸油轮(FPSO)租约,未来营收可能因此翻倍!

《The Edge》财经周刊引述不具名消息报道,云升控股即将在本月底,与租方签署了解备忘录。

云升控股目前拥有5艘FPSO,皆已出租给第三方,消息人士因此猜测,可能会将新购入的“Ulriken”大型油轮,转换成FPSO出租给中东公司。

Ulriken建于1998年,可运输高达200万桶油。

全球排名第6大

该公司数周前与英国Golden State Petroleum公司签署备忘录,购买上述船只,但未透露交易细节,仅表示为配合深海和岸外生产业务。

自从收购挪威公司Fred Olsen Production ASA后,云升控股如今已是全球第6大浮式生产储卸油轮(FPSO),排在拥有7艘FPSO的布米阿马达(ARMADA,5210,主板贸服股)之后。

目前旗下共5艘FPSO,订单接近80亿令吉。

云升周五以3.43令吉闭市,较前一周五的2.97令吉升15.5%,分析员认为股价已被高估,超越基本面。

“我不确定新的FPSO合约会否激励未来盈利。该股的本益比高达29.3倍,需要获得更多可增值合约来证明这高估值。”

大华继显的目标价为2.85令吉,肯纳格投行研究则设在2.31令吉。【南洋网财经】
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发表于 26-9-2014 09:53 PM | 显示全部楼层
雲昇控股次季淨利雙倍漲
財經股市26 Sep 2014 20:38
http://www.chinapress.com.my/node/564114
 
(吉隆坡26日訊)雲昇控股(YINSON,7293,主要板貿服)本財年截至7月底次季營業額按年增23%至2億8051萬令吉,淨利成長雙倍至3068萬令吉。

雲昇控股今日發佈最新業績,次季淨利獲得如此佳績,主要在海洋業務的大力推動下,該公司與合伙企業Petroleo Nautipa公司的合作下,也會進一步為該業務額外增加5040萬令吉收入。

在運輸業務方面,則因需求下滑,該業務所貢獻的收入也下跌7%。貿易業務也因需求減少,營業額也跟著下滑。

另外,雲昇控股本財年上半年營業額按年增長26%,錄得5億7458萬令吉,淨利獲得1.4倍成長,報6098萬令吉。

根據該公司文告指出,公司本財年暫時沒有派發任何股息。

該公司執行主席林漢榮透過文告說:“我們的業績表現,證明了我們業務合作夥伴與股東的能力。我們將持續推動我們的策略性計劃,繼續驅動和維持我們業績的成長。”
本帖最后由 icy97 于 26-9-2014 10:15 PM 编辑

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 楼主| 发表于 27-9-2014 04:12 AM | 显示全部楼层
SUMMARY OF KEY FINANCIAL INFORMATION
31/07/2014
INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
31/07/2014
31/07/2013
31/07/2014
31/07/2013
$$'000
$$'000
$$'000
$$'000
1Revenue
280,514
227,350
574,584
455,646
2Profit/(loss) before tax
39,290
13,204
77,159
31,174
3Profit/(loss) for the period
31,314
11,164
62,328
27,190
4Profit/(loss) attributable to ordinary equity holders of the parent
30,684
10,251
60,980
25,656
5Basic earnings/(loss) per share (Subunit)
3.23
2.40
6.42
6.01
6Proposed/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 ($$)
1.1110
2.0730

Remarks :
Comparative for basic earnings per share adjusted for rights issue and share split of RM1 each into two 50 sen shares


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 楼主| 发表于 30-9-2014 12:58 AM | 显示全部楼层
有望攫取大型合約‧雲升長期正面

2014-09-29 17:27      
(吉隆坡29日訊)雲升控股(YINSON,7293,主板貿服組)上半年業績符合預期,儘管脫售資產可能影響下半年表現,分析員依然看好該公司有望獲取大型合約,長期前景展望正面,大部份維持財測不變。

由於海事服務及貿易業務貢獻較高除息稅前盈利(EBIT),該公司第二季核心淨利按年增長3.4倍至4千100萬令吉,促使上半年核心盈利按年成長2.4倍至6千萬令吉。

分析員指出,雲升控股的海事服務較高獲利來自3艘浮式生產儲油船艦(FPSO)及1艘移動式海上生產裝置(MOPU),不過第二季也面臨900萬令吉一次性虧損,主要是來自匯率(700萬令吉)及應收款項虧損。

興業研究表示,上半年核心淨利符合預期,雖然脫售Petroleo Nautipa將導致貢獻減少,相信FPSO Lam Son's從第二季起開始貢獻,加上低融資開銷,下半年業績有望持穩。

Petroleo Nautipa每季貢獻約400至500萬令吉。

下半年表現料走低5%

馬銀行預測,下半年表現將比上半年弱,料走低5%,因脫售Petroleo Nautipa的50%股權將讓雲升控股從第3季起失去其淨利貢獻。

該行預測,加納的FPSO競標將在2014年杪獲知結果,一旦獲取該合約,預見雲升控股會為潛在10億美元(約33億令吉)資本開銷進行融資。

大馬研究因該股在過去1年跑贏馬股111%,估值比同儕阿瑪達(ARMADA,5210,主板貿服組)溢價28%,下調其評級,又因添購大型FPSO船艦為競標合約鋪路,顯示大型合約在望,上調目標價。



(星洲日報/財經‧報道:郭曉芳)


29倍本益比交易 云升价过高宜离场
财经新闻 财经  2014-10-01 11:50
http://www.nanyang.com/node/652870?tid=462 本帖最后由 icy97 于 2-10-2014 12:18 AM 编辑

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 楼主| 发表于 2-10-2014 03:28 AM | 显示全部楼层
Type
Announcement
Subject
OTHERS
Description
INCORPORATION OF WHOLLY-OWNED SUBSIDIARIES:-
A) OY OFFSHORE PTE LTD;
B) YINSON HEATHER PTE LTD;
C) YINSON TRILLIUM LIMITED.
On behalf of the Board of Directors of Yinson Holdings Berhad (“YINSON” or “the Company”), we would like to announce that YINSON had incorporated the following wholly-owned subsidiaries on 1 October 2014:-
(i)                   OY Offshore Pte Ltd, a company incorporated in Singapore with a paid-up share capital of USD1.00. The principal activities of OY Offshore Pte Ltd shall be vessel owner and operator;

(ii)                 Yinson Heather Pte Ltd, a company incorporated in Singapore with a paid-up share capital of USD1.00. The principal activities of Yinson Heather Pte Ltd shall be vessel owner and operator; and

(iii)                Yinson Trillium Limited, a company incorporated in the Federal Territory of Labuan, Malaysia with a paid-up share capital of USD1.00. The principal activities of Yinson Trillium Limited shall be general trading.

(collectively, referred to as “YINSON Subsidiaries”)

The incorporation of YINSON Subsidiaries will not have any material effect on the earning and net assets of YINSON Group for the financial year ending 31 January 2015.

This announcement is dated 1 October 2014.

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 楼主| 发表于 7-10-2014 11:12 PM | 显示全部楼层
脫售聯營公司股權 雲昇控股進賬1.8億

企業 財經 7 Oct 2014 21:11
(新山7日訊)雲昇控股(YINSON,7293,主要板貿服)股東在特別股東大會上通過脫售聯營公司Nautipa AS全數股權的建議,脫售所得5930萬美元(約1億8798萬令吉)中的4000萬美元(1億3075萬令吉)會用作償還貸款,其余1930萬美元(6309萬令吉)供營運成本。

雲昇控股總執行長兼執行董事林鎮嚴指出,半年前購入的Nautipa AS如今售股並獲利7800萬令吉,證明這是一項非常好的投資。

他說,公司也通過屬下越南石油技術服務公司(PTSC)向銀行增加融資的建議,讓公司原本3億美元(約9.8億令吉)融資貸款增至3億45000萬美元(約11.3億令吉),這筆貸款是用作浮式生產儲卸油輪(FPSO)業務,尤其著重提升人力資源。

“這4500萬美元(約1億4710萬令吉)的融資計劃已完成。”

他今日在股東特大后召開記者會,如此表示。列席者包括執行主席林漢榮、執行董事林漢如。

雲昇控股于今年7月宣佈脫售持股計劃,並在特大中尋求股東批准;整體脫售計劃預計在本季度完成。當時該公司尚未決定售股所得的運用方式。

此外,林鎮嚴指最近新購入Ulriken大型油輪的購買時機正確,購買價合理,新設備更增加公司正競標的數項工程的成功率。

林漢榮強調,在浮式生產儲卸油輪業務發展上,公司需要有經驗的員工,所以注資培訓人力是需要的。【中国报财经】
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 楼主| 发表于 9-10-2014 03:58 AM | 显示全部楼层
icy97 发表于 10-7-2014 12:43 AM
云升接获BW岸外献议 洽商Petroleo股权交易

财经 2014年7月9日

云升卖Nautipa AS 售价减721万

财经新闻 财经  2014-10-10 11:42
(吉隆坡9日讯)云升控股(YINSON,7293,主板贸服股)将Nautipa AS股权脱售价由5930万美元(约1.88亿令吉),降至5709.7万美元(约1.81亿令吉)。

该公司向马交所报备,云升生产AS(YPAS)与Prodafe生产,同意将股权脱售价减少220万3085美元(约721万令吉)。

云升控股指出,公司是考虑到独资子公司Allan AS,在交易完成截止日时,仍有欠款未清,因此降低脱售价。

整合岸外服务供应商云升控股在股东大会,通过脱售NautipaAS全数股权议案,该公司是在昨日完成Nautipa AS股权脱售计划。【南洋网财经】

Type
Announcement
Subject
TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS)
NON RELATED PARTY TRANSACTIONS
Description
YINSON HOLDINGS BERHAD (“YHB” OR THE “COMPANY”)

PROPOSED DISPOSAL
This announcement is dated 8 October 2014.

Reference is made to the Company’s announcements dated 9 July 2014, 24 July 2014 and 25 August 2014 (“Earlier Announcements”) and circular to shareholders dated 22 September 2014 (“Circular”). Unless otherwise stated, defined terms in this announcement shall carry the same meanings as defined in the Earlier Announcements and Circular.

On behalf of the Board of Directors of YHB (“Board”), AmInvestment Bank Berhad and Maybank Investment Bank Berhad (collectively “Joint Advisers”) , wish to announce that the Proposed Disposal has been completed on 8 October 2014. Accordingly, NAS is no longer a subsidiary of YHB.  

In addition, on behalf of the Board, the Joint Advisers wishes to inform that, pursuant to the Completion Adjustments as at Completion Date, it has been agreed between YPAS and PPPL that the Disposal Consideration will be reduced by the sum of USD2,203,085.86 to USD57,096,914.14.  The reduction of the Disposal Consideration was due to an outstanding tax-related group contribution owing to Allan AS, a wholly-owned subsidiary of YHB, as at the Completion Date.

本帖最后由 icy97 于 10-10-2014 10:47 PM 编辑

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 楼主| 发表于 21-10-2014 04:17 AM | 显示全部楼层
雲昇控股獲Addax延長1.27億合約

企業財經20 Oct 2014 21:13
(吉隆坡20日訊)雲昇控股(YINSON,7293,主要板貿服)旗下浮式生產儲卸油船(FPSO)Knock Adoon,獲Addax石油發展延長合約,價值3900萬美元(約1.27億令吉)。

Knock Adoon是在2006年10月17日獲得8年合約,並有展延8年的選項。

雲昇控股主席林漢榮在文告中指出:“合約展延顯示客戶對雲昇控股的信心,我們將維持与現有客戶和生意夥伴的強大合作關係。”

上述合約料對公司2015財年及合約期限內,貢獻盈利表現。【中国报财经】

Type
Announcement
Subject
OTHERS
Description
YINSON HOLDINGS BERHAD (“YINSON” OR “THE COMPANY”)
- EXTENSION OF CONTRACT FOR THE CHARTER OF ONE (1) FLOATING PRODUCTION, STORAGE AND OFFLOADING VESSEL (“FPSO”)
INTRODUCTION
On behalf of the Board of Directors of YINSON, we would like to announce that Addax Petroleum Development (Nigeria) Limited (“ADDAX”) has extended its contract for the charter of FPSO Knock Adoon with Adoon Pte Ltd (“ADOON”) by one (1) year with effect from 17 October 2014 (the “Extension Contract”). The Extension Contract is valued at approximately USD39.0 million (equivalent to approximately RM127.49 million) in total.
ADOON is an indirect wholly-owned subsidiary of YINSON.
ADDAX, a subsidiary of Sinopec Group is engaged in the exploration, development and production of oil and gas resources.

DETAILS OF THE CONTRACTS
The original contract for the FPSO was awarded on 17 October 2006, for a firm eight (8) year period with option to renew up to eight (8) years and the said original contract has expired on 16 October 2014. Both parties have now agreed to extend the term of the said original contract by one (1) year to 16 October 2015.

FINANCIAL EFFECTS
The Extension Contract is expected to contribute positively to the revenue and earnings of YINSON Group for the financial year ending 31 January 2015 and the financial periods thereafter for the duration of the Extension Contract.
FPSO Knock Adoon has been operating on the Antan field in Nigeria throughout the contract period.

RISK ASSOCIATED WITH THE EXTENSION CONTRACT
The risks associated with the Extension Contract are normal operational risks which can be mitigated through the Company’s system of project management and internal business controls.

DIRECTORS’ AND MAJOR SHAREHOLDERS’ INTERESTS
None of the Directors and/or major shareholders of the Company or persons connected with them have any interest, direct or indirect, in the said Extension Contract.

This announcement is dated 20 October 2014.
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