Yinson's Share Price Surges As Acquisition Talks Enter Advanced Stages -- CIMB Securities

KUALA LUMPUR, June 9 (Bernama) -- Yinson Holdings Bhd’s share price continued to trade higher since Friday, reaching RM2.39 at 10.12 am following news that New York-based infrastructure investment firm Stonepeak Partners is in exclusive talks to acquire Yinson in a deal that could value the company at up to RM9 billion.

In a note today, CIMB Securities Sdn Bhd said that the sum equates to RM3.23 per share based on 2.78 billion existing shares in Yinson, representing a 38.0 per cent premium over the last closing price of RM2.34 per share and a 10.2 per cent premium to its target price of RM2.93 per share.

It said the market responded positively to the news, with Yinson’s share price rising by 13.8 per cent on June 6, 2025, its most significant gain since June 2019.

“This jump helped narrow the stock’s year-to-date loss from 33.7 per cent to about 11.4 per cent, lifting Yinson’s market capitalisation to around RM6.5 billion.

“In our view, the exclusivity arrangement indicates that the deal has entered advanced stages of negotiation, with the Lim family, which is Yinson’s founder, holding a 26.6 per cent stake,” it said.

CIMB Securities added that this deal would also help Stonepeak expand its exposure in Asia Pacific energy infrastructure, where Yinson has already established a solid and growing footprint.

Meanwhile, Yinson has declined to comment about the alleged acquisition, stating that the information remains unverified.

At 10.21 am, 2.07 billion shares had been traded.

-- BERNAMA