In Indochina We Trust: Vietnam Partnership Yields Energy Income
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Show Notes
In this 2012 interview, Yinson Holdings Bhd ED Lim Chern Yuan
discusses:
- Relative newcomer - market positioning;
- Business seems good - strong Q1 numbers - sustainability;
- Oil and gas: capex outlook - debt to equity ratio - expertise
challenges - vessels maintenance - charter rates outlook - oil price
volatility - oil major spending;
- Earnings visibility - charter rates - outlook;
- Vietnam issues - whether over-reliance on PetroVietnam;
- Recent Lam Son deal - financial capabilities - earnings accrual -
ongoing challenges - timeframe to profit;
- Transport business: asset sales - exposure to diesel prices - cost
pass throughs - exposure to dismantling of fuel subsidies;
- Trading business: - thin margins - outlook - big receivables;
- Dividend policy - governance issues.
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