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Since residential makes up 90%+ of revenue, new residential contract wins will become increasingly important once the current projects move towards completion. Existing projects support near-term numbers, but replenishing the order book supports the longer-term story
RM2.35 is still only an indicative price and the deal remains subject to negotiations, due diligence and approvals, this is not a guaranteed 15.2% return. If the deal fails and YINSON falls to around RM1.71, you would lose about 16.2%, meaning the deal needs roughly a 52% probability of completion just to reach break-even on an expected-value basis; if the post-failure value is RM1.80 or RM1.90, the break-even probability falls to about 42% or 31%, respectively
EVOCOM is growing alongside the e-commerce logistics ecosystem, but a very large portion of its business is tied to one customer which is SPX Express, Shopee's logistics arm
