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![[Audio] Yinson Q2 FY2026: Transitioning into a Cash Flow Generating Company](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=800,height=421,fit=scale-down,onerror=redirect/uploads/asset/file/55e6d98a-deb6-4895-b4a0-7c8e16f05ef8/image.png)
[Audio] Yinson Q2 FY2026: Transitioning into a Cash Flow Generating Company
CapEx heavy phase is officially over with the completion of FPSO Agogo. Another 1 sen dividend was declared, with FY2026 full year dividends guided to be at least 5 sen. Yinson expects the following quarters to have stronger positive cashflows as all FPSOs are on hire, and they transition more debt into non-recourse arrangements. Yinson hopes to secure 1 new project per year going forward.
![[Audio] Genting Berhad: The Widest Discount in its History, with Potential Catalysts Ahead for Value Recovery](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=800,height=421,fit=scale-down,onerror=redirect/uploads/asset/file/c92fe6fe-1d50-459a-9d8d-051df165900f/image.png)
[Audio] Genting Berhad: The Widest Discount in its History, with Potential Catalysts Ahead for Value Recovery
Maximum negativity, New York Casino License decision by year end, Beneficiary of lower US Interest Rates, Share price movement divergence against their listed subsidiaries due to MSCI exclusion all point to a potential re-rating. After over 10 years of downtrending, Genting is starting to see the first signs of recovery.
JTIASA Q4 and FY25 Review: A surprise loss to end the quarter of a record high year
JTIASA reported a RM11.9 mil loss after tax after various impairments and accounting adjustments for the latest quarter result. Nevertheless, they declared a 3.5sen dividend, bringing full year dividends to a record high 6.5sen per share alongside a record high profit for the whole financial year. Net cash stands at RM286 mil after spending RM100 mil for the acquisition of the land for property development.
![Special Situation: Potential 10% in 4 months if the stars aligned [Audio]](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=800,height=421,fit=scale-down,onerror=redirect/uploads/asset/file/e1610df9-78e1-49b9-94cd-7f58ba33a7d6/image.png)
![OSK Holdings Berhad Analysis: Best performing large-cap stock in 2025? [Audio]](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=800,height=421,fit=scale-down,onerror=redirect/uploads/asset/file/7ddf852a-2206-4e03-b250-6367490a0d88/image.png)
OSK Holdings Berhad Analysis: Best performing large-cap stock in 2025? [Audio]
OSK share price +148% for the past 5 years with its Financing business and Cable Manufacturing business growing strong; 2nd biggest shareholder of RHB generates >RM100 mil of dividends in cash for OSK every year
Dutch Lady Milk: 60-year-old factory replaced with brand new integrated facility; Takeaways from the AGM and Investor Day
Dutch Lady just completed RM600 mil CAPEX over the last 6 years to build and relocate to their new plant, which has double the production capacity of their former plant, with potential to double it again if the need arises. Hints at resuming higher dividend payout as no more major CAPEX is planned in the near future.
Yinson 2025 Annual General Meeting Notes
Yinson on track for all operating segments to be EBITDA positive by 2027 amid transition from EPCIC to operational assets: Stronger operating cash flow; Refinancing of projects, Growing strong in renewables, Increasing shareholder returns.
