Yinson is one of the world's leading energy groups. It currently has 10 floating production oil storage vessels (FPSO) and 4 search marine auxiliary engineering vessels (OSV). It is the most fully equipped company among its peers
In addition to its core business, the Group also has renewable energy and green energy cooperation projects. All businesses cover 18 countries around the world in line with trends. Over the past few years, Yinson has been very active in developing renewable energy and green energy, and has continued to promote the ESG process. For example, the recently announced 30 by 30 plan strives to become a global ESG corporate representative
In addition to solar power plants, its green energy development covers many fields, such as MarineV, DriEV, ChargeV, and RyDeev, from ships, automobiles, motorcycles, charging stations, and battery equipment to the replacement of battery equipment. It is currently the most fully developed EV concept stock in Malaysia.
In line with policy developments, Yinson has cooperated with several Malaysian agencies over the past two years, such as Pos Malaysia/ Aeon/ Gocar Greentech/ Bjfood/ Plushighway to jointly increase the number of charging stations, bringing greater convenience to electric vehicles. In addition to Malaysia, Yinson also has cooperation plans in Singapore, such as cooperating with the listed company LNHEV to enter the Singapore charging pile market
Since the second quarter of 2004, the Group has maintained a net profit pattern...

As a representative of a well-known blue-chip company, Hapseng has 6 major businesses, namely palm oil, industry, credit, automobiles, trade, and construction materials. The most famous of these is having Sabah's largest sustainable palm oil business, which has been the Masaidi sales champion for many years, and a 10-year upward cycle
From 2011 to 2020, Hapseng's stock price rose from less than RM1 to RM10, an increase of up to 1000%. This is an annual increase of 100% on an even basis. Until the outbreak of the epidemic, stock prices seemed to have shown great resistance. The past two quarters handed over disrespectful performance due to falling CPO prices, rising raw material prices, and transportation costs
Furthermore, the announcement by Hapseng of the divestment of the credit business in early March and plans to use it to repay loans and operating costs rather than as a special dividend also disappointed investors. Coupled with the impending change in the auto agency model, there seem to be more uncertainties about the outlook, so that the stock price quickly fell below a 7-year low, even lower than the total value of net assets per share
As mentioned in the previous video, once the essence of the business changes, retail investors must take extra care rather than rush to the bottom. Happeng, for example, has sold out the most stable profitable business. However, the change in the Macédi agency model will also affect future profitability. Coupled with the continued slump in CPO prices and the beginning of weakening consumer demand, not...