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【YINSON 7293 交流专区】云升控股

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 楼主| 发表于 9-7-2015 02:06 AM | 显示全部楼层
认购6千万股票 公积金增持云升控股

二零一五年七月八日 晚上七时二十二分
(吉隆坡8日讯)雇员公积金局(EPF)增持云升控股有限公司(YINSON,7293,贸易服务组),从4.9%提高至10.13%。

云升控股执行主席林汉荣在文告中指出,公积金局在该公司的私下配售活动中认购了6000万股票,每股2.83令吉。

“我们视公积金局为强大和策略股东,且相信它们将是本集团未来扩张的长期股东。”

持有云升控股22.04%的林汉荣说:“公积金局对本集团的支持和信任,鼓励我们继续推动增长和为股东创造价值。”

4天前,公积金局脱售云升控股110万股或0.11%,持股权从5.01%,减至5065万股或4.91%。

云升控股在6月29日宣布,以2亿2800万令吉,脱售物流和贸易业务予Liannex纳闽有限公司,以全面专注于浮式生产储卸油船(FSPO)业务。

上个月,公积金局共售出云升控股的864万股或0.84%。【光华日报财经】
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 楼主| 发表于 12-7-2015 11:51 PM | 显示全部楼层
售非核心资产专注油气业 云升未来成长料加速

二零一五年七月十二日 晚上七时十九分
云升控股有限公司(YINSON,7293,贸易服务组)持续强化其资产负债表,以加速其未来成长,最近,该公司宣布了一项脱售计划,以撤离其物流与贸易业务,同时也着手一项私下配售股票活动,以筹集新鲜资本。

执行主席林汉荣指出,由脱售非核心资产所筹得的资金,将让云升控股专注于拥有更高内部回酬率的石油与天然气计划。

“这项脱售将让集团在石油与天然气同业中更稳健的评值。而额外资金也将提升集团的成长。”

据The Edge研究显示,云升控股目前以13.87倍本益比交易,12个月股本回酬是25.17%。

云升控股早前宣布,它将以2亿2800万令吉代价,脱售相关非核心资产予Liannex纳闽有限公司,正式撤出其物流与贸易业务,以专注在浮式生产储卸业务。

Liannex纳闽是Liannex机构(新加坡)私人有限公司的独资子公司,而后者则是由林汉荣与妻子马金莲全资拥有。

“在脱售这项非石油与天然气资产后,该集团将成为一家浮式生产储卸装置市场的全面石油与天然气业者。”

控制云升控股22%股份的林汉荣表示:“该集团尚未计划出售的其他资产尚有岸外支援船。”

基于发行高达1亿330万股票,或相等于10%股票资本,以及参阅价每股2.90令吉,该集团有意透过一项私下配售,筹措约3亿令吉资金。

林汉荣称,所筹得的资金将用作偿还借贷。至4月30日为止,有关数额达到8亿4410万令吉。

他补充,虽然云升控股的净负债现只有0.35倍,因此它有能力扩大这个水平到2.5倍。

“成长将不会存疑,因该集团仍然拥有3亿2650万令吉的健康资产负债表。”

他说,它已获得所有融资,该集团拥有充裕流动现金着手现有计划。

云升控股年初已签署一份7亿8000万美元限期贷款便利,以局部融资其浮式生产储卸装置的转换与翻新,有关设备已经租赁予埃尼加纳石油在加纳岸外的Tano盆地油田。

林汉荣透露,云升控股一直都非常谨慎争取计划,确保资产贬值可在固定合约期限下获得注销,不像其他业者纳入选择期限。

“当我们评估新计划时,我们观察数个关键,如良好利润、更高内部回酬率、投资期的短期回报和长期届满期。”

“云升控股的其中一个策略是先争取计划再获得相关资产。透过这个方式,集团的财务风险将获得减轻。”

与此同时,云升控股截至2015年4月30日止首财季的净盈利,从一年前的3030万令吉滑落65.51%至1040万令吉,主要是因为外汇亏损所致。不过,其核心净盈利却成长了11.5%,由之前的3642万令吉提高到4040万令吉。

期间的营业额则从之前的2亿9407万令吉,萎缩12.74%至2亿5659万令吉。

马银投银研究分析师认为,云升控股是一只具弹力收益的成长股项。

“随着在加纳的浮式生产储卸装置于2017年9月投入操作,2018财政年的盈利增长将会更大。”

“我们不排除以特别股息方式,潜在分配由脱售所得部分资金予股东们的可能性。”

马银投银研究已给予该集团‘买进’建议,目标价达4.35令吉。

大华继显证券在报告中指出,云升控股拥有40亿美元,届满期偏长的订单,预示着该集团的长期流动现金能力。

“我们相信进一步的上升潜能将胥视云升控股的计划移交能力。在长期方面,现金流折现收缩将随着首项石油计划的落实(2017年)而移除。惟近期收益成长将可能保持平平无奇。”【光华日报财经】
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 楼主| 发表于 13-7-2015 12:26 AM | 显示全部楼层
是時候‧即時呈報了

2015-07-12 09:27      
上週二,雲升控股(YINSON,7293,主板貿服組)發表文告說,僱員公積金局(EPF)認購該公司配售的部份股票後,股權從4.9%提高到10.13%。這批總數達6千萬股的新股(佔10%股本),已經全數配售,並於7月8日交易。

然而,截至上週五的最後交易日,這項股權變動尚未顯示在該公司提交予大馬交易所的文件上。

其實,在上週五晚上8時,任何在交易所文件上尋找雲升控股資訊的人,只會發現7月3日的文告,顯示的資訊是公積金局截至7月1日的持股僅有4.9%,不再是該公司的大股東。

不知道公積金局已經認購配售股票的人,可能以為該機構的持股已經隨著配售股票開始交易而沖淡,這是因為雲升控股的文告並未發佈在交易所的網站上。

雖然該公司並未觸犯任何條例,但上述現象突顯出,目前的資訊發佈條例必須調整,以因應現今資訊迅速傳播的世界。

實際上,根據現有證券條例,大馬的公司需要在7天內發佈股權變動資訊,之前的期限是14天。相比下,香港的期限是3天,新加坡則是2天,大馬顯然應該調整資訊適時發佈的期限。(星洲日報/財經‧TheEdge專版)
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 楼主| 发表于 13-7-2015 01:12 AM | 显示全部楼层
配售費用達千萬 雲昇控股引市場矚目

財經企業12 Jul 2015 14:35
(吉隆坡12日訊)雲昇控股(YINSON,7293,主要板貿服)計劃展開私下配售籌資2億9000萬令吉,以削減公司債務,但相關費用卻高達1000萬令吉,遠高于其他公司。

財經週刊《大馬焦點》引述分析員報導,與其他公司籌資活動相比,1000萬令吉費用是相當高的。

“也許向現有股東籌資會更好,這是個籌資成本較低的選擇。”

近期進行私下配售的馬鋼鐵(MASTEEL,5098,主要板工業)和吉運速遞(GDEX,0078,主要板貿服)中,吉運速遞籌措的資金與雲昇控股相近,籌資額為2億2700萬令吉,但費用只有70萬令吉;馬鋼鐵相關費用只有9萬令吉。

雲昇控股報備文件中,並沒有詳細說明這1000萬令吉的分配細節。

大馬投資研究為該活動顧問,被問及相關問題時,該行指出,所有能夠公佈的資料都已公佈,倘若對此有任何疑問可聯絡雲昇控股。

但雲昇控股管理層暫時還沒有針對此事作出回應。【中国报财经】
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 楼主| 发表于 14-7-2015 01:18 AM | 显示全部楼层
首季符預期‧雲升評級維持“超越大市”

2015-07-13 16:34      
(吉隆坡13日訊)雲升控股(YINSON,7293,主板貿服組)首季淨利符合預期,加上脫售非核心業務以專注浮式生產儲油船(FPSO)業務,分析員維持“超越大市”評級不變。

肯納格研究表示,該公司首季核心淨利達全年財測25.8%,符合預期並維持淨利預測。

此外,雲升為避免資產負債表過於緊縮,因此今年並不打算競標FPSO合約。

意大利ENI公司正在與加納政府商談Gye Nyame油田開發天然氣業務,可能有助雲升控股在加納的業務。

“雲升預計需為相關項目撥出1億2千萬至2億美元(約4億4千800萬令吉至7億4千800萬令吉)的資本開銷。”

分析員補充,預計最快在明年杪可獲得頒發相關合約。

早前雲升獲ENI公司頒發25億美元的FPSO合約。

該公司脫售非核心業務及進行私下配售,主要目地是為了籌集更多資金以備FPSO日後長遠的發展。

雲升也不排除2016年杪前,可以獲得中型FPSO合約的可能性。

肯納格維持該公司“超越大市”評級及3令吉89仙目標價不變。(星洲日報/財經‧報導:謝汪潮)
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 楼主| 发表于 14-7-2015 03:39 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.
Kuala Lumpur
50350 Wilayah Persekutuan
Malaysia.
NRIC/Passport No/Company No.
EPF ACT, 1991
Nationality/Country of incorporation
Malaysia
Descriptions (Class & nominal value)
Ordinary Shares at RM0.50 each
Name & address of registered holder
Citigroup Nominees (Tempatan) Sdn. Bhd.Employees Provident Fund BoardLevel 42, Menara Citibank165, Jalan Ampang50450 Kuala Lumpur(Shares Derived From Private Placement of 60,000,000 shares on 8 July 2015. Currently holds 89,840,000 shares)Citigroup Nominees (Tempatan) Sdn. Bhd.Employees Provident FD BD (AMUNDI)(There is no change in shareholding. Currently holds 3,000,000 shares)Citigroup Nominees (Tempatan) Sdn. Bhd.Employees Provident FD BD (AFFIN-HWG)(There is no change in shareholding. Currently holds 11,709,200 shares)Citigroup Nominees (Tempatan) Sdn. Bhd.Employees Provident FD BD (NOMURA)(There is no change in shareholding. Currently holds 6,100,000 shares)
Date interest acquired & no of securities acquired
Currency

Date interest acquired
08 Jul 2015
No of securities
60,000,000
Circumstances by reason of which Securities Holder has interest
Shares Derived From Private Placement
Nature of interest
Direct
Price Transacted ($$)


Total no of securities after change
Direct (units)
110,649,200
Direct (%)
10.125
Indirect/deemed interest (units)
0
Indirect/deemed interest (%)
0
Date of notice
08 Jul 2015

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 楼主| 发表于 24-7-2015 02:06 AM | 显示全部楼层
手握223亿订单 云升放眼西非

财经  2015年07月23日
(新山23日讯)云升控股(YINSON,7293,主板贸服)首席执行员林镇严表示,在全球经济放缓时期,手头上高达58亿8000万美元(约223亿令吉)的订单总值,足以让公司忙碌7至20年。

与此同时,他指出,公司正在竞標西非国家、墨西哥湾和东盟国家的海上浮式生產储油船(FPSO)的合约,並且看好西非国家和墨西哥湾对FPSO的需求前景。

他补充,该公司放眼FPSO合约的得標率达33至50%,因为,相关合约的竞標者通常不会超过3个。

他在今天出席该公司的股东常年大会后,向媒体如此表示。

林镇严表示,隨著天然气价格下滑,西非国家政府对增添新天然气发电厂意愿有增加的趋势。

现今,西非国家使用电源的普及率只有30至40%。

因此,云升控股非常看好西非国家的前景,同时,也包括墨西哥湾。【东方网财经】
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 楼主| 发表于 31-7-2015 04:09 AM | 显示全部楼层
本帖最后由 icy97 于 31-7-2015 10:42 PM 编辑

与葡萄牙公司联营 云升2.51亿购FPSO船

财经新闻 财经  2015-07-31 10:01
(吉隆坡30日讯)云升控股(YINSON,7293,主板贸服股)宣布与Vanguard Servicos E Navegacao公司联营,并以6000万欧元(约2.51亿令吉)收购后者一艘船只。

云升控股向马交所报备,向VanguardServicos E Navegacao收购的船只,将用来竞标浮式生产储卸油轮(FPSO)合约。

船只收购以3种方式付款,其中包括2040万欧元现金(约8547万令吉)、1960万欧元(约8212万令吉)为联营公司新股,及2000万欧元(约8380万令吉)为联营公司可转换债券。

根据文告,Vanguard Servicos E Navegacao是葡萄牙公司,主要涉及油气领域上游业务及浮式生产储卸油轮。

云升控股透露,联营公司主要业务是租船和船只管理服务,将持股51%,剩余股权属VanguardServicos ENavegacao。

该公司指出,联营合约属公司船队拓展计划一部分,且所收购船只,也有潜能供西非和东南亚的小油田发展用途。

该公司预计,联营计划第三季内就能完成。【南洋网财经】

Type
Announcement
Subject
OTHERS
Description
PROPOSED JOINT VENTURE BETWEEN YINSON HEATHER LTD AND FOUR VANGUARD SERVICOS E NAVEGACAO LDA (PROPOSED JOINT VENTURE)
The Board of Directors of Yinson Holdings Berhad ("YINSON") wishes to announce that Yinson Heather Ltd ("YHL"), an indirect wholly-owned subsidiary of the Company, had on 30 July 2015 entered into a Joint Venture Deed ("JVD") with Four Vanguard Servicos E Navegacao LDA ("FVSN"), an indirect wholly-owned subsidiary of Premuda S.p.a to establish a joint venture company for the purposes of acquiring a vessel owned by FVSN (the "Vessel"). The Vessel will then be used in bidding for Floating Production Storage and Offloading ("FPSO") projects to be leased to potential charterers.

Please refer to the attachment for further details.

This announcement is dated 30 July 2015.
http://www.bursamalaysia.com/market/listed-companies/company-announcements/4815405
Attachments

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 楼主| 发表于 1-8-2015 04:11 AM | 显示全部楼层
買進券商心頭好.提高曝光率 雲昇潛在獲新FPSO工程

財經股市31 Jul 2015 20:38

券商:肯納格證券研究
目標價:3.89令吉

我們看好雲昇控股(YINSON,7293,主要板貿服)成立聯營公司,收購Four Vanguard服務旗下船隻用途,用以競標浮式生產儲卸油船(FPSO)工程,可提高該公司在FPSO業務的曝光率,潛在獲頒新FPSO工程。

雲昇控股週四(30日)向馬證交所報備,與Four Vanguard服務公司簽署聯營協議,成立聯營公司。

隨后聯營公司與Four Vanguard服務簽署諒解備忘錄,以6000萬歐元(約2.5億令吉)收購后者船隻,並會以聯營公司1960萬股新股和2000萬歐元(約8385萬令吉)可轉換票據支付。

綜合來說,該公司如果持有聯營公司的全數股權,成本最高達6730萬歐元(約2.8億令吉)。

假設該公司選擇全數貸款,進行股權收購,從2015財年3億6440萬令吉現金儲備看來,負債率將從0.3倍提高至0.4倍,這收購價仍處可管理狀態。

如果該公司獲頒FPSO工程,仍需要1年時間做出部署。

我們因而相信,如果該公司年內獲頒合約,最早也要明年才能看到盈利貢獻。

我們維持該股“跑贏大市”評級,目標價為3.89令吉。【中国报财经】
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 楼主| 发表于 1-8-2015 05:17 AM | 显示全部楼层
Type
Announcement
Subject
OTHERS
Description
INCORPORATION OF WHOLLY-OWNED SUBSIDIARY  YINSON DADANG LIMITED
Pursuant to Paragraph 9.19 (23) of the Main Market Listing Requirements of Bursa Malaysia Securities Berhad, the Board of Directors of Yinson Holdings Berhad (“YINSON”) wishes to announce that YINSON had incorporated a wholly-owned subsidiary, namely Yinson Dadang Limited (“YDL”), a company incorporated in Federal Territory of Labuan, Malaysia on 31 July 2015.

YDL was registered on 31 July 2015 under Labuan Companies Act 1990 with the paid-up share capital of USD1.00 comprising of 1 share. The principal activity of YDL is investment holding.

The incorporation of YDL is not expected to have any material effect on the earning and net assets of YINSON Group for the financial year ending 31 January 2016.

This announcement is dated 31 July 2015.

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 楼主| 发表于 4-8-2015 05:09 AM | 显示全部楼层
Type
Reply to Query
Reply to Bursa Malaysia's Query Letter - Reference ID
IQL-31072015-00004
Subject
Proposed joint venture between Yinson Heather Ltd ("YHL") and Four Vanguard Servicos E Navegacao LDA ("FVSN") ("Proposed Joint Venture")
Description
Proposed joint venture between Yinson Heather Ltd ("YHL") and Four Vanguard Servicos E Navegacao LDA ("FVSN") ("Proposed Joint Venture")
Query Letter Contents
We refer to your Company’s announcement dated 30 July 2015, in respect of the aforesaid matter.
In this connection, kindly furnish Bursa Securities with the following additional information for public release:-
1) The equivalent of the purchase consideration for the Vessel in Ringgit Malaysia ("RM").
2) The equivalent of the consideration for the further 20,399,999 joint venture company ("JVC") shares in  
    RM.
3) Details of the adjustments to the exercise prices of the Call Option and Put Option pursuant to the terms of the Put and Call Option.
4) Whether "closing date" in the salient terms of the Conversion Period should read as  "completion date" as stated in Section 2.5.3(a) of the announcement.
5) The Yinson Consideration in RM equivalent.
6) Yinson's equity interest in JVC upon:
     a) exercise of Call Option or Put Option.
     b) conversion of the Convertible Note Deed ("CN") pursuant to the Qualifying Event.
     c) conversion of the CN pursuant to the Expiry Event.
7)  The date of the net book value of the Vessel which was taken as basis in arriving at the  consideration, stating whether it was based on audited financial statements.
We refer to the query from Bursa Malaysia Securities Berhad ("Bursa Securities") vide their letter dated 31 July 2015 (IQL-31072015-00004) in relation to the Proposed joint venture between Yinson Heather Ltd ("YHL") and Four Vanguard Servicos E Navegacao LDA.

Please refer to the attachment for additional information requested by Bursa Securities.

This announcement is dated 3 August 2015.
http://www.bursamalaysia.com/market/listed-companies/company-announcements/4818825
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 楼主| 发表于 18-9-2015 02:54 AM | 显示全部楼层
本帖最后由 icy97 于 19-9-2015 01:44 AM 编辑

雲升籌4.25億作營運還債用途

2015-09-18 17:08      
(吉隆坡18日訊)雲升控股(YINSON,7293,主板貿服組)子公司——雲升TMC私人有限公司獲證券監督委員會(SC)批准,將在本月杪首開先河發售1億美元(約4億2千500萬令吉)的外幣擔保高級永久混合資本債券,以籌資作為償還貸款、資本開銷和資本投資等企業用途。

該公司發文告表示,雲升TMC是在9月17日根據證監會“未上市資本市場產品指南”提出外幣擔保高級永久混合資本債券發售申請,而相關債券將獲集團擔保,無評級也不會在任何交易所進行交易,初期回酬為每年7%。

無固定到期日

永久債券計劃並無固定到期日,但可在發售5年後,抑或特定情況下贖回。

雲升控股稱,儘管金融市場及石油與天然氣領域異常動盪,但發債計劃卻非常順利。

該公司執行主席林漢榮表示:“我們視永久混合資本債券成功定價,是我們的投資者、股東對雲升集團良好信貸韌性、現金流穩健、營運紀錄良好和雇員專業管理能力的肯定。”

他補充:“我們也很榮幸通過發售國內首個外幣永久混合債券計劃,來為大馬資金市場持續發展做出貢獻。這項獨特的計劃是集團資本管理策略的一部份,並將對我們的淨資產和綜合負債比帶來正面影響。”

聯昌投資銀行和大馬匯豐銀行為相關計劃的聯合主要顧問及聯合配售商。

證監會是在今年6月中推介“提交與推出”框架的“未上市資本市場產品指南”,以促進審批效率、縮短面市時間及提供特定產品供應。(星洲日報/財經)

Type
Announcement
Subject
OTHERS
Description
PROPOSED ISSUANCE OF USD100 MILLION GUARANTEED SENIOR PERPETUAL CAPITAL SECURITIES BY YINSON TMC SDN. BHD., A WHOLLY-OWNED SUBSIDIARY OF YINSON HOLDINGS BERHAD
On behalf of Yinson Holdings Berhad ("YHB"), CIMB Investment Bank Berhad wishes to announce that Yinson TMC Sdn. Bhd. (“YTMC”), a wholly-owned subsidiary of YHB, had on 17 September 2015 made a lodgement to the Securities Commission Malaysia (“SC”) for the proposed issuance of Regulation S guaranteed senior perpetual capital securities (“Perpetual Securities”) pursuant to the Guidelines on Unlisted Capital Market Products under the Lodge and Launch Framework issued by the SC. The proposed issuance size of the Perpetual Securities is USD100 million (or equivalent to RM425 million based on the exchange rate of USD1.00:MYR4.25, being Bank Negara Malaysia’s middle rate as at 5.00pm on 17 September 2015) and is expected to be issued by 30 September 2015.

The Perpetual Securities are unconditionally and irrevocably guaranteed by YHB and shall constitute direct, unsecured, unconditional and unsubordinated obligations of YTMC and rank at least pari passu with all other present and future unconditional, unsubordinated and unsecured obligations of YTMC at all times, save for such obligations as may be preferred by provisions of law that are both mandatory and of general application. The Perpetual Securities are unrated and will not be listed on Bursa Malaysia Securities Berhad or on any other stock exchange and will carry an initial periodic distribution rate of 7% per annum. The Perpetual Securities have no fixed maturity date but are callable 5 years from date of issuance at their principal amount. The Perpetual Securities may also be redeemed upon the occurrence of certain events as more particularly detailed in the terms and conditions of the Perpetual Securities.

The proceeds arising from the Perpetual Securities will be utilised for the repayment of existing borrowings, capital expenditure, capital investments and other general corporate purposes of YHB and/or its subsidiaries (“YHB Group”). The Perpetual Securities will qualify as an equity instrument in the consolidated financial statements of YHB Group.

The Perpetual Securities issuance will not have any effect on the issued and paid-up share capital of YHB and the substantial shareholders’ shareholdings in YHB. The effect on earnings and earnings per share would depend on the specific use of the proceeds thereof, which cannot be determined at this stage. The Perpetual Securities is expected to have a positive impact on the net assets and gearing of YHB Group.

None of the directors, major shareholders and/or persons connected to the directors and/or major shareholders of YHB and YTMC have any interest, direct or indirect, in the Perpetual Securities issuance.

CIMB Investment Bank Berhad and HSBC Bank Malaysia Berhad are the Joint Principal Advisers and the Joint Placement Agents for the issuance of the Perpetual Securities.

This announcement is dated 17 September 2015.

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 楼主| 发表于 23-9-2015 04:34 AM | 显示全部楼层
Type
Announcement
Subject
OTHERS
Description
INCORPORATION OF WHOLLY-OWNED SUBSIDIARY-ANTEROS RAINBOW OFFSHORE PTE LTD
Pursuant to Listing Requirement of Paragraph 9.19 (23) of the Main Market Listing Requirements of Bursa Malaysia Securities Berhad, the Board of Directors of Yinson Holdings Berhad (“YINSON”) wishes to announce that Yinson Heather Ltd, an indirect wholly-owned subsidiary of YINSON had incorporated a wholly-owned subsidiary, namely Anteros Rainbow Offshore Limited (“ARO”), a company incorporated in Singapore on 22 September 2015.

ARO was registered under Companies Act (Chapter 50) with a paid-up share capital is EUR1.00 comprising of 1 share. The principal activity of ARO is owning and chartering of vessel.

The incorporation of ARO is not expected to have any material effect on the earning and net assets of YINSON Group for the financial year ending 31 January 2016.

This announcement is dated 22 September 2015.

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 楼主| 发表于 25-9-2015 03:00 AM | 显示全部楼层
系列活动筹资 云升或派特别股息

财经新闻 财经  2015-09-24 12:26
(吉隆坡23日讯)云升控股(YINSON,7293,主板贸服股)最近进行了数项企业计划筹集储备金,分析员认为,脱售非油气业务后有可能派发特别股息。

马银行投行指出,该公司一连串活动,包括私下配售、脱售非油气业务,及最近的永久债券,都显露出该公司欲强化公司资产负债表,筹集储备金的意图。

该行分析员说,云升控股今年6月宣布,以2.28亿令吉脱售非核心业务,包括旗下6家物流和贸易业务子公司的股权,专注在浮式生产储卸油轮(FPSO),成为纯油气业者。

竞标FPSO合约

分析员认为,上述交易的献议价合理,若获得股东批准,脱售活动完成后,脱售所得资金,可以降低负债达2亿令吉。

且分析员相信,该公司还有可能用部分资金,派发特别股息回馈股东。

分析员指出,这是该股近期内的催化剂。

至于最新发行的永久债券,分析员认为,云升控股的目的,是要强化资本和资产发债表,为未来的业务增长铺路。

总的来说,分析员认为,该公司积极储备资金,主要是为未来作拓展计划、营运资本和减债做准备。

另外,分析员预计,该公司筹集资金后,将用在竞标下一个浮式生产储卸油轮合约,且合约规模将属于中至大型合约。

根据该分析员,云升控股可能竞标的工程,包括越南的CoRong Do、加纳及尼日利亚。

这些工程都需要介于1亿至12亿美元(约4.28亿至51.36亿令吉)的资本开销。



次季料赚4000万

云升控股料于9月底公布次季业绩,分析员相信,表现将符合预测。

分析员预计,该公司次季核心净利料达3500至4000万令吉,上半年累积7500至8000万令吉,达全年预测47%至50%。

他补充,云升控股业绩将继续由浮式生产储卸油轮推动,岸外支援船(OSV)因使用率低,净利贡献续偏低。

此外,分析员还指出,美元增值将为该公司次季带来一笔可观的外汇收入。

尽管油气领域许多业者面对净利转弱、财务压力和现金流的问题,分析员说,云升控股依然充满韧力,且仍处于增长阶段,所以在众多油气中脱颖而出。

该行重申该股“买入”评级,目标价格4.35令吉。【南洋网财经】
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 楼主| 发表于 28-9-2015 11:20 PM | 显示全部楼层
本帖最后由 icy97 于 29-9-2015 03:49 AM 编辑

考慮特別派息 雲昇1.7億售非油氣資產

財經28 Sep 2015 22:00
(吉隆坡28日訊)雲昇控股(YINSON,7293,主要板貿服)接獲納閩Liannex企業獻議,以2億2800萬令吉獻購非石油與天然氣資產及債務,雙方最終以1億6800萬令吉現金成交,考慮特別派息。

該公司向馬證交所報備指出,接獲納閩Liannex企業獻議2億2800萬令吉獻購非油氣資產,其中包括運輸、船運等5家子公司,其中包括公司間總值6560萬令吉貸款債務。

文告指出,計劃完成后將專注發展油氣業務,專注岸外生產及支援上游服務。

該公司1996年開始投資在脫售子公司的最初成本為1億6110萬令吉,扣除經費后預計淨進賬50萬令吉。

“若加上償還的債務6560萬令吉,脫售所得為2億3360萬令吉,所得或將用作特別派息、償還債務及營運資本。”【中国报财经】

Type
Announcement
Subject
TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS)
RELATED PARTY TRANSACTIONS
Description
YINSON HOLDINGS BERHAD ("YHB" OR "COMPANY")PROPOSED DIVESTMENT BY YHB OF ITS NON-OIL AND GAS SUBSIDIARIES TO LIANNEX LABUAN LIMITED ("PROPOSED DIVESTMENT")
This announcement is dated 28 September 2015 (“Announcement”).

The Board of Directors of YHB (“Board”) had on 29 June 2015, announced on Bursa Malaysia Securities Berhad (“Bursa Securities”) that the Company had on even date received a letter of offer from Liannex Labuan Limited (“Liannex Labuan”) to acquire from YHB all the equity interest held by YHB in the Disposal Companies as well as the repayment of inter-company loans owing to YHB by the Disposal Companies at an offer price of RM228.0 million (“Offer Letter”).

On behalf of the Board, AmInvestment Bank Berhad (“AmInvestment Bank”) wishes to announce that YHB had on 28 September 2015 entered into a conditional share sale agreement (“SSA”) to divest its entire equity interest in the Disposal Companies to Liannex Labuan for a total cash consideration of RM168.0 million (“Disposal Consideration”), subject to adjustments in accordance with the SSA.  In addition, Liannex Labuan shall settle all inter-company loans owing to YHB by the Disposal Companies as at Completion Date.

Please refer to the attachment for further details on the Proposed Divestment.
http://www.bursamalaysia.com/market/listed-companies/company-announcements/4878285
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 楼主| 发表于 30-9-2015 01:20 AM | 显示全部楼层
本帖最后由 icy97 于 30-9-2015 08:24 PM 编辑

外匯盈餘3300萬‧雲升次季淨利漲155%

2015-09-30 10:33      
(吉隆坡29日訊)受海事業務貢獻增加和高達3千300萬令吉的外匯轉換差刺激,雲升控股(YINSON,7293,主板貿服組)截至2015年7月31日止第二季淨利按年大漲155.43%至7千837萬8千令吉。

受次季業績提振,上半年業績也擺脫跌勢,淨利按年揚45.66%至8千882萬3千令吉。

不過,由於貿易部門營業額大跌26.9%,第二季營業額按年挫17.49%至2億3千145萬1千令吉,上半年則報4億8千804萬9千令吉,按年跌15.06%。

該公司董事部透過文告說,海事和其他運作部門盈利在第二季表現良好,其中後者更轉虧為盈,歸功於高達3千300萬令吉的外匯轉換盈餘,但衍生產品虧損815萬令吉抵銷了部份利好。

不過,交通和貿易業務營業額雙雙在第二季下滑,聯號貢獻也減少。

展望未來,董事部直言油價走勢、馬幣穩定性和任何政策變化都可能對公司造成一定的影響,但補充公司會繼續努力維持讓人滿意的業績表現。(星洲日報/財經)

SUMMARY OF KEY FINANCIAL INFORMATION
31 Jul 2015
INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
31 Jul 2015
31 Jul 2014
31 Jul 2015
31 Jul 2014
$$'000
$$'000
$$'000
$$'000
1Revenue
231,451
280,514
488,049
574,584
2Profit/(loss) before tax
89,215
39,290
109,152
77,159
3Profit/(loss) for the period
77,902
31,314
88,640
62,328
4Profit/(loss) attributable to ordinary equity holders of the parent
78,378
30,684
88,823
60,980
5Basic earnings/(loss) per share (Subunit)
7.34
3.23
8.32
6.42
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 ($$)
1.6225
1.4044

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 楼主| 发表于 30-9-2015 09:12 PM | 显示全部楼层
本帖最后由 icy97 于 30-9-2015 11:03 PM 编辑

海事業務健全成長‧雲升財測穩定

2015-09-30 17:11      
(吉隆坡30日訊)雲升控股(YINSON,7293,主板貿服組)最新業績無驚喜,分析員們普遍保持盈利預測,認為該公司的海事業務仍健全成長,看好其前景。

雲升控股2016財政年第二季因美元走強而成長2.6%至7千800萬令吉,在除去外匯得益後仍成長12%,符合市場及各分析員預測。

大馬研究表示,在半年淨利方面,成長主要來之收購Fred Olsen後的成本節約。

根據大馬研究,雲升控股都在不斷地競投更多的浮式生產儲油船合約,其中一項為雷普索爾(Repsol)在越南的計劃。

但另一方面,肯納格研究則表示,雲升控股在近期內不會再競標任何大型的浮式生產儲油船合約,因擔心會對公司財務造成影響。

雖說如此,肯納格表示,雲升控股還是有機會贏得與FVSN合作的中型浮式生產儲油船計劃,最早將會在2016年公佈。

大馬研究表示,岸外Cape Three Points(OCTP)的浮式生產儲油船(FPSO)在2017年9月後為公司帶來每年1億5千萬令吉淨利,是2015財政年淨利的兩倍成長。

馬銀行研究表示,雲升控股的脫售交通及貿易業務計劃將會在2016財政年第4季完成,估計在完成後該公司可以得到50萬令吉的收益。

在脫售交通及貿易業務後,加上該公司近期內的定向增發及發放1億美元的永久性證券,該公司的儲備將增加至10億令吉,有效強化財務表現及使該公司可競投更多合約。

分析員皆保持對雲升控股的業績預測,但肯納格因雲升控股賣出交通及貿易業務而下修2016財政年核心淨利預測17.6%。



(星洲日報/財經‧報導:陳林德)


擬售贸易运输业务 云升核心盈利下砍
财经  2015年09月30日
http://www.orientaldaily.com.my/business/cj200016037
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 楼主| 发表于 7-10-2015 11:57 PM | 显示全部楼层
icy97 发表于 31-7-2015 04:09 AM
与葡萄牙公司联营 云升2.51亿购FPSO船

财经新闻 财经  2015-07-31 10:01

Type
Announcement
Subject
OTHERS
Description
JOINT VENTURE BETWEEN YINSON HEATHER LTD ("YHL") AND FOUR VANGUARD SERVICOS E NAVEGACAO LDA ("FVSN") ("JOINT VENTURE")
We refer to the announcements dated 30 July 2015, 3 August 2015 and 29 September 2015 in relation to the above matter.

The Board of Directors of Yinson Holdings Berhad wishes to announce that the Joint Venture has been completed and the Put and Call Option Deed and the Convertible Loan Deed have been executed on 6 October 2015.

Upon completion of the Joint Venture, Anteros Rainbow Offshore Pte Ltd is a company jointly owned by YHL and FVSN.

This announcement is dated 7 October 2015.

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 楼主| 发表于 19-10-2015 11:04 PM | 显示全部楼层
Type
Announcement
Subject
OTHERS
Description
RE-ORGANISATION OF GROUP STRUCTURE
Pursuant to Paragraph 9.19(5) of the Main Market Listing Requirements of Bursa Malaysia Securities Berhad, the Board of Directors of Yinson Holdings Berhad ("YHB") wishes to announce that the Company had on 19 October 2015 disposed one (1) share, representing 100% of the issued and paid-up share capital of Yinson Port Ventures Pte Ltd (“YPVPL”) to Yinson Overseas Limited (“YOL”) for a total consideration of SGD1.00 (“the Disposal”). Subsequent to the Disposal, YPVPL became a wholly-owned subsidiary of YOL, which in turn a wholly- owned subsidiary of YHB.

YPVPL was incorporated in Singapore on 1 July 2011 with an issued and paid-up capital of SGD1.00 comprising one (1) ordinary share. The principal activity of YPVPL is investment holding.

YOL was incorporated in the Federal Territory of Labuan, Malaysia on 31 July 2015 with an issued and paid-up share capital is USD1.00 comprising of 1 share. The principal activity of YOL is investment holding.

The Disposal will not have any material effect on the share capital, shareholding structure, gearing, net assets per share and earnings per share of YHB for the financial year ending 31 January 2016.

This announcement is dated 19 October 2015.

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 楼主| 发表于 20-10-2015 12:19 AM | 显示全部楼层
本帖最后由 icy97 于 20-10-2015 02:13 AM 编辑
icy97 发表于 21-10-2014 04:17 AM
雲昇控股獲Addax延長1.27億合約

企業財經20 Oct 2014 21:13

雲昇控股再獲Addax續約

財經企業19 Oct 2015 21:17
(吉隆坡19日訊)雲昇控股(YINSON,7293,主要板貿服)旗下單位再獲尼日利亞Addax石油發展公司續約,合約總值1億2900萬美元或5億3100萬令吉。

該公司向馬證交所報備指出,旗下浮式生產儲卸油船(FPSO)Adoon第2度獲Addax石油發展公司延長合約,最新合約為期3年,今年10月17日生效,2018年10月16日屆滿。

文告指出,原本合約是在2006年10月中獲得,為期8年並且可續約8年,首次續約是在2014年10月中,以3900萬美元(約1.6億令吉)續約1年。【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")
Further to the announcement made on 20 October 2014 in respect of the Extension of Contract for the charter of FPSO Adoon, on behalf of the Board of Directors of YINSON, we would like to announce that Addax Petroleum Development (Nigeria) Limited (“ADDAX”) has further extended its contract for the charter of FPSO Adoon with Adoon Pte Ltd (“ADOON”) by three (3) years with effect from 17 October 2015 to 16 October 2018 (the “2nd Extension Contract”). There are no material changes to the terms of the original contract that will have material adverse effect to YINSON.

The 2nd Extension Contract is valued at approximately USD129 million (equivalent to approximately RM531 million at an exchange rate of USD1:MYR4.12) in total. The 2nd Extension Contract is expected to contribute positively to the revenue and earnings of YINSON Group for the financial year ending 31 January 2016 and the financial periods thereafter for the duration of the 2nd Extension Contract.

FPSO Adoon has been operating on the Antan field in Nigeria throughout the contract period.

The risks associated with the 2nd Extension Contract are normal operational risks which can be mitigated through the Company’s system of project management and internal business controls.

None of the Directors and/or major shareholders of the Company or persons connected with them have any interest, direct or indirect, in the 2nd Extension Contract.

This announcement is dated 19 October 2015.

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