CEO, A. Stotz Investment Research

Dr. Andrew Stotz, CFA

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A. Stotz Investment Research

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Equity Bottom-Up

<ul>
<li>Solid short-term earnings momentum, improving operating profit, and strong net profit momentum relative to its sector</li>
<li>YNS enjoys the sixth largest position globally by fleet size for floating oil and gas production storage and offloading vessels (FPSO), an industry niche market with limited competition</li>
<li>Strategic partnership with <a href="https://www.smartkarma.com/entities/5380" target="_blank" data-smartkarma-citation="entities:5380:1">Sumitomo Corp (8053 JP)</a> gives financial strength and positions YNS well to win some of the 10 FPSO projects that are currently up for bidding</li>
<li>Trades slightly above Asian Energy at 19CE* 1.7x PB but offers a slightly better ROE as well</li>
<li>Risk: A sudden collapse in oil prices, project execution risk</li>
</ul><p><em>* Consensus Estimates</em></p>


Solid short-term earnings momentum, improving operating profit, and strong net profit momentum relative to its sector
YNS enjoys the sixth largest position globally by fleet size for floating oil and gas production storage and offloading vessels (FPSO), an industry niche market with limited competition
Strategic partnership with Sumitomo Corp (8053 JP) gives financial strength and positions YNS well to win some of the 10 FPSO projects that are currently up for bidding
Trades slightly above Asian Energy at 19CE* 1.7x PB but offers a slightly better ROE as well
Risk: A sudden collapse in oil prices, project execution risk
* Consensus Estimates

YNS (YNS MK): Sumitomo Partnership Gives Financial Strength

Malaysia

TH Heavy Engineering Berhad. , through its subsidiaries, fabricates offshore oil and gas related structures.  The Company's core activities include fabrications of major steel structures, engineering, and offshore marine services.

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Th Heavy Engineering (RH MK)

YNS (YNS MK): Sumitomo Partnership Gives Financial Strength

Solid short-term earnings momentum, improving operating profit, and strong net profit momentum relative to its sector YNS enjoys the sixth largest...

A. Stotz Investment Research

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