True die hard promoter with cut loss HAHAHAHAHAHAHA

Its like someone saying true love to his gf, but he will break up with her the moment she gain 5kg!




Posted by stockraider > Apr 12, 2018 07:53 PM | Report Abuse

U R THE GREATEST TALK COCK LIAR LOH....!!

STILL HOLDING SOME HENGYUAN....?? FUCK OFF LAH....!!

WHO BELIEVE U LEH ??
UR ACTION NOT CONSISTENT WITH UR WORDS LOH....!!

NOT LIKE RAIDER LOH....!!
A TRUE DIEHARD SUPPORTER OF HENGYUAN MAH...!!

Anyway stockraider, for you, and for the sake of charity.

I will write something properly discount whatever reputation you have so that less people will get mislead by your rants.

Even by your maliciously purposefully blind promoting.

One could see that you should use at minimum 2015 and 2016 results to do valuation.

In which case, HY now PE 8 and EV/Earnings of 12-13. Not cheap at all!

I can find so many companies cheaper than HY, and better fundamentals than HY!




Posted by stockraider > Apr 12, 2018 05:36 PM | Report Abuse

Remember Hengyuan average 3 yrs profit are as follow loh....!!

eps
2015......rm 1.17
2016..... rm 1.11
2017..... rm 3.03

AVERAGE 3 YR EPS PA RM 1.77 LOH....!!

I never said HY is expensive. In fact, im still holding some! Very little though, only 2%.

What im saying is, refinery earning for HY over the last 9 years is RM150 million. While averaged PBT for the last 9 years is only RM52million.

At current EV of RM3 billion, you are paying 20 to 60 times earnings.

Now, of course HYSD the parent could manage the company alot better, or HY could have really been forced to sell at cheap price to shell last time (very unlikely, more like give too much div, didn't upgrade refinery, so not as competitive), and therefore this sudden increase in earnings could be sustainable.

What i'm saying is, these one off events.

1) Large crack spread
2) Stockholding Gain
3) Forex Gain

Will not last, they are almost as good as "gain on disposal".

Using current earnings to say that HY is cheap because PE3. Is like saying Ajinamoto was cheap when it was PE5 due to RM100mil gain on sale of land!

Now why am i holding? Because HYSD is actually a good refiner! Their refinery in china is profitable consistently, so this could grow into a good investment.

See! This is how you do a balanced analysis!


Posted by stockraider > Apr 12, 2018 07:42 PM | Report Abuse

HENGYUAN AT RM 9.00 IS STILL VERY LOW LOH....!!

KYY COST IS AROUND AVERAGE COST RM 8.50 MAH....!!
U THINK HE WILL SELL MEH ??

HOW CAN U SAY RM 9.00 HENGYUAN EXPENSIVE LEH ??

Same style lai liao,


When price got positive momentum, wah piang, attack everywhere, cause you know high price attract more people to buy and thus you got more supporter.

But when price got negative momentum, wah... so quiet until people scared you go commit suicide.

Hengyuan Thread learn fundamental from who, you or probability ah? Don't make me laugh lah.

The only time i learn anything in hy thread is when Ricky Yeo attack you.


Posted by stockraider > Apr 12, 2018 07:39 PM | Report Abuse

U TALK SO MUCH COCK HERE LEH.....!!

IF U IN HENGYUAN THREAD....U ALREADY LEARN SO MUCH OF FUNDAMENTAL INVESTMENT MAH.....!!

WHY WASTE SO MUCH TIME ON BLOG LEH ??

HENGYUAN OPPORTUNITY LOH....!!

You know raider, you very funny.

People say sell high, buy low

When going up, you ask people to buy, then when going down, diam like mouse.

Even your evergreen also really funny now. almost 55% drop from peak. See how quiet he is now on evergreen. Like never exist before!

You see lai liao, use warren buffet to justify, when he himself put cut loss queue.

Raider, you talk so much about fundamentals, how about this. You go write a nice fat blog post elucidating all your perspective on it properly.

Then i will go and whack!

If your research really so good, so what if i whack, you happy mah, fundamentals wont be affected, only sentiment (if any).

Long term its a weighing machine right?

Also if HY so cheap, why you want people to buy? Just diam diam keep buying lah!

You are like a person who see people selling original picasso's for RM10. But instead of buying it all, taking your time if you must.

You go buy some, then tell the whole world to buy, so that they bid up your price. Then when you see people now willing to pay USD 1mil for one.

You see paper gain feel rich. When you can be much richer by just shutting up and keep buying the painting.

Truth of the matter is, you have no idea what HY is really worth, or if the painting is a real picasso.

So you want to lure sorchai's to buy the stock and bid the price up, then you can sell to them!

So after raider is sailang in on full margin, he will start talking about buffet lah, munger lah, graham lah.

But he will act like livermore!


Posted by stockraider > Apr 12, 2018 07:28 PM | Report Abuse

U MUST UNDERSTAND WARREN BUFFET ADVICE AS AN INVESTOR LOH....!!

You guys notice how raider is so loud when price go up.

When price go down, like mouse only.

Probability when price up, so happy and powerful. When price down, like tikus, want to sell for stock "with better short term prospect".

Now when price go up, that stock with "Better short term prospect" hilang d.

Its easy to say that since we know what the bottom is now in retrospect. As long as it becomes a consistent buy back as long as shares is at a large discount below intrinsic value ok d.

Right now your mind and ego really cannot tahan. Cause everything you thought is true getting whacked and turn out to be false.

I hope you can find it in you to learn from this. good luck.

There is no place for emotion or ego in the market.

If you go top up at RM14 again, so happy at Rm15, then drop to RM7 you decide to sell for better short term prospects.

I really sad for you then. Not nice to see people lose money in market.



Posted by probability > Apr 12, 2018 06:24 PM | Report Abuse

John...mind your own business at the moment. Let me handle one fagot at a time...

Anyway, im tired, need to go back to work.

Good luck everyone!

And if anyone besong me over my comments, please come to RCECAP forum and talk down and criticize my investment!

Its going up too much recently and i'm sad cause didn't top up :(

Or better yet, as your criticise, i may turn out to be wrong or missed out on something fundamental in RCECAP, in which case, i can just admit my mistake, and cut loss, or profit, depends on how the price move next few days!

Yeah, but these 2 ah, maybe not so much "probability", this guy is good guy who actually get burned. He really was innocently affected.

But "stockraider", he's purposely manipulating people one. He's too smart to not know what i mean, and to not survive.

What is know is stockraider will sure survive the next crisis and continue to make money, but the people who follow him, more will lose than win.

Not ethical.


Posted by paperplane > Apr 12, 2018 06:20 PM | Report Abuse

Jon, that human nature, mkt always over react, thts how you make money

It has to do with the manner you present.

The facts is real, the news is fake.

When price going up, you get euphoric and try to goreng more. Say only positive news, negative news all hilang in the mind d.

When price go up, you scared. So scared until stock you think TP RM24 or RM36, you want to sell at RM6 for better opportunity that has better short term prospects.

Then when price shoot up to RM9.

Wah piang! Now HY is god again!




Posted by probability > Apr 12, 2018 06:13 PM | Report Abuse

what does my selling price has anything to do with information i had presented....

what story? Of course i know the facts that i presented...by the way these are fact extracted from news...they are not created.

Facts are straight...dont blame them just because your valuation is skewed - more like your brain is screwed (fxxked!).

You see mislead again.

You stupid ah? You think crack spread is appreciating asset like house is it? SIAO one.

Refineries are not appreciating assets, they are depreciating ones. Because they are in cost based industries, and for them to succeed, they must always capex upgrade to the latest technology.

Any savings they get from being more efficient, most go to the consumers not to them!

This means, in order to analyse businesses like these, you need to know historically how efficient they are and how good they are.

Crack spread price, will always move one!

https://klse.i3investor.com/blogs/PilosopoCapital/150917.jsp

=====================================================================
Stockraider:
Thats why raider always say use latest data like 2015 to 2017 as a guide loh...it reflect the current operating environment & conditions loh...!!

Also Just ask yourself 2008....double storey link house in bandar utama cost how much ?? About Rm 350k loh...!!

Don't simply say. Quote it out.

Your facts and raider facts, skewed as fuck one. You forget how you went and sell at RM6 d ah? How all your story about MOGAS lah, 2020 lah, Trading dept all disappear.

The only credit you and raider have is in goreng.

Goreng so hot until OTB and KYY come in, the people see those 2 in, they want take advantage and go in also, until fly to RM19.1 for you see loh.


Posted by probability > Apr 12, 2018 05:53 PM | Report Abuse

aiyo Jon...your blog is not attacking Koon...but praising him lor...

you highlight the good part of bad guys for your own advantage ma...

and you highlight big big the small bad part of extremely good guys (whom you had never showed a single appreciation - all the facts showered by raider and myself before it went up to 19 earlier)..

you are worst than liars ma....
more like son of a whore liao...

your mother and grandmother's legs easily get spread when see money liao

When price reach RM15, he will say very loudly how he is correct. Ah Moi story also got sequel d.

Then when drop again because RM200mil loss, he will disappear. Diam Diam d.

Like that one lah raider pattern.




Posted by stockraider > Apr 12, 2018 06:03 PM | Report Abuse

U r preventing people from this great opportunity on hengyuan loh....!!

And dont lie, KYY start selling at 12-13.9 Before you loh!


Posted by stockraider > Apr 12, 2018 05:17 PM | Report Abuse

Yes raider admit cutwin at rm 14.98....Rm 13.98.....but that to take advantage of kyy selling short term mah....!!

Raider has bought back all at rm 12.00 and even average down more all the way to rm 6.00....now my cost Rm 10.00 no more selling loh....!!

Why leh ??
Like KYY says in 3 yrs time....TP rm 36.00....my cost at rm 10.00 worth it and make alot of monies mah...!!

Unlike you, im very consistent, I do what i say.

https://klse.i3investor.com/blogs/PilosopoCapital/144887.jsp

As long as your hypocrite and influence people i will say loh.

For KYY, i even write blog to criticize loh!




Posted by probability > Apr 12, 2018 05:40 PM | Report Abuse

aiya Jon...raider is promoting HY in HY forum...nothing wrong leh...he gives his arguments..you listen or dont listen up to you leh...

why i never see you to create a blog attacking Koon but only small raider leh?

Koon is very consistent in his style kah? Koon is really super INVESTOR kah?

have you promoted any?

what is your purpose in i3?

Why not do from 2008 leh!?

Refinery only open for 3 years then close forever is it?

Or refinery business only need 3 year to build up like planting durian is it?

Even musang king no grow in 3 years for you to see. And the most expensive musang king, must be very very old tree.

See what i mean by misleading people!

Where is the cons? Where is the downside?

You think got Jesus protecting your investment and business from any downside is it. Your business can hit lottery every day one ah?




Posted by stockraider > Apr 12, 2018 05:36 PM | Report Abuse

Remember Hengyuan average 3 yrs profit are as follow loh....!!

eps
2015......rm 1.17
2016..... rm 1.11
2017..... rm 3.03

You say hold 3 years lah, hold 5 years lah.

Except like KYY, same only. Never even hold for a year.

The only ones he hold long term is the losers!

You i not sure, but since you trader, you cut loss very fast one loh!

You want take advantage of KYY selling, nothing wrong! Just means you trader loh.

But when you are the one promote the stock to high heaven like the stock is Son of God or Buddha come back down. And keep saying you are investor, that you learn from penang super investor.

Then use warren buffet name lah, this lah, that lah.

Its hypocritical loh!

Now, you name masuk longkang d. No one like or trust you anymore.

Next time, when give opinion, must be balanced. Must give pro and con's and most importantly, how it relates to who you really are.

Not make up some story about Ah Moi to simply attack people loh. Espeacially 3iii, who yes, made wrong call at RM4, but at RM 9 to RM19 he was right loh!

I bet now, more than 50% of HY investor wish they just went and buy his picks loh! PBBANK, LPI and TG (i do not endorse his picks btw).




Posted by stockraider > Apr 12, 2018 05:17 PM | Report Abuse

Yes raider admit cutwin at rm 14.98....Rm 13.98.....but that to take advantage of kyy selling short term mah....!!

Raider has bought back all at rm 12.00 and even average down more all the way to rm 6.00....now my cost Rm 10.00 no more selling loh....!!

Why leh ??
Like KYY says in 3 yrs time....TP rm 36.00....my cost at rm 10.00 worth it and make alot of monies mah...!!

You yourself say you had a cut loss at 14.3.

Since when investor put cut loss if you think your TP is so high until can reach RM50+.

My RCECAP, from my price RM1.6 to RM1 drop. I hold all the way loh, cause my TP is 2.5 mah. The more it drop the more happy i am. This way is investor mah.

If you trader, just say you trader. If you promoter, just say you promoter.

Nothing wrong with being trader, helps provide liquidity to market.

Nothing wrong with being promoter, as long as honest. Although being a honest promoter is contradictory lah!

You go back your post for the last 6 month. Never even one time, you ask people be careful, not even one time you tell people any possible downside.

This refinery, averaged refinery profit for last 9 years is only 150m, average net profit is only 50m.

But you want pay 14 billion (RM50 TP) for this kind of company weih!


Posted by stockraider > Apr 12, 2018 05:01 PM | Report Abuse

why u say i sell leh...i have been buying buying all the way to rm 6.00...never sell a single hengyuan ever since....i 1st bought back hengyuan at rm 12.00 mah...!!

Raider,

When price drop. Diam like clam, go hind in holland.

Only when price come up, you start talking.

Just admit it, you are a promoter and trader. This way people wont listen to you, sailang and lose house.

You make less money, but make so much for what. You can spend all meh? Why want to be like KYY steal retailer money.

Raider,

Crude price up, stock gain. But cost also go up, you think your refinery products price all go up instantly ah? You think people never keep supply to sell during these times ah?

Hengyuan, one of the least efficient refineries in the Malaysia (post upgrade, i'm not sure), you go talk until TP RM50.

Siao one.

Hope so. Either way, if after elections price still at 1.5 to 1.6, i will buy more.

Any higher, and other opportunities in the market may be more lucrative.

Posted by godhand > Apr 12, 2018 04:52 PM | Report Abuse

dont worry u will have ur chance to buy again. i dont think the market is going to recover soon. small cap still in bear territory and i believe its going to be a long bear

Eh, raider, you are one of the kings of misleading people in i3 ok.

First off, nothing wrong with being trader.

Secondly, you are a trader. What kind of investor puts money depending on share price movement. If you're not a trader, why got cut loss/gain at 14.3?

Should be the more it drop, the more you like, the more you buy mah. Where got sell one, if your TP really from 24 to 53.

All the way up to Rm19.1, always tell positive stuff, misleading people on EPS, until dare compare to Nestle and call it most valuable company in KLSE.

And then, cut gain and run.

THat ahmoi listen to you, sell house and use margin top up at RM10,RM12, RM14, RM16 and RM18.

Now her son need come back from overseas study and work as waiter pay mummy debt loh!

Bullshit lah you.


Posted by stockraider > Apr 12, 2018 04:48 PM | Report Abuse

U r misleading the reader loh....!!

I know...u r a trader....sold already cheap...now want to buy back loh....!!

When price go up, market very far thinking.

When price go down, market when short term minded.

Are you rational or rationalizing?

Does your truth or analysis come independently, or is it wholly dependent on where the price move tmr?




Posted by probability > Apr 12, 2018 04:33 PM | Report Abuse

aiyo...you use 3:2:1 crack spread or 6:3:2:1 crack...the changes are still the same....the effects are still the same.....

its ok la..
dont worry too much..
next qtr big drop in earnings HY price wont drop one..

after all market know on Q3/Q4 2018 there will be a net loss of 150 Million at the least (- 75 cents)....
but still market appreciates HY looking at 3 year time frame ma...

Market nowdays is very very far ahead thinking

20% of portfolio, wanted to buy more to make 26% of portfolio when it was 1.1 to 1.2, but decided to keep the cash for post election drop.


Lim Tek Wai How many units did u buy?
11/04/2018 16:19

Really very sad now.

You almost might as well top up now.

Unless you can see no other opportunities. My cost is 0.22. Pretty undervalued NTA wise, im ok with the buy.


$Vincent$ Don't hope so much, my cost 40 cents, lose more that 50%
02/04/2018 18:17

The whole market boom the last 2 days. Alot of people expect BN to win and provide more stability. I think they will lose and cause a crash, so im collecting cash. Hope im right.


gladiator Enuf talking look at the share price got people curi curi buy..
11/04/2018 15:48

http://www.rce.com.my/docs/news/Maybank%20Research%20Report%20-%20RCE%20Capital%20Berhad%2020.09.2016.pdf

http://www.rce.com.my/docs/news/Kenanga%20Report.pdf

Maybank and Kenanga report.

If you don't mind, i would rather you constantly criticize and talk down RCECAP.

Because, one, that's the only way you know if you're wrong. Everyone agree with you, compliment on your research, but turns out you holding rubbish, jialat!

However, the main reason is because i know my research well enough that i'd rather the price go down, because this lowers my purchase cost.

Fuck paper profit/gains. Its not like i'm using the money also. I want to own this company!

And i'm lazy, i don't want this company reach 2.4. If it reach near there, means i might need to sell and find new company to buy.

I finished 5 years worth of financial statements from every single company in the KLSE, all 9XX of them.

I can tell you, fantastic companies selling at cheap price used to have 2, now only 1. All other fantastic companies selling at near fair value or way above fair value.

I want to paktor more. Instead of everyday read reports. If this one price go up, i need to stop paktor and start reading more reports d, and maybe even start reading the 8XX companies for SGX.

Please ah god, don't let the price go up summore.


======================================================================
Posted by stklearner > Apr 11, 2018 06:57 AM | Report Abuse
i am here to learn (esp. from others mistakes) and not to shoot down any stocks..

That disclosure is nothing special. Why? I'm lazy to explain.

I'm very unhappy that my cost price is going up when i have not had a chance to top up, and i have no intention of educating others and making my cost price go up even more.

I've already written enough on valuation of financial institutions and RCECAP that anyone can go do their own research.

With luck, i hope PH will win and crash the market for me for a few days to buy shares.

I will write my report on RCECAP only when the price is near 2.4 in which case, very low margin of safety (meaning i wont buy), and any increase need sentiment to go up.

Or when i enter top 30. Which is probably 3-4 years down the line. I'm perfectly fine with price staying here till then, as long as no change in fundamentals.



===========================================================================
stklearner Yes,, the concentration of loans given to the top 5 borrowers , which are related corporations /cooperatives , total rm845.528 m of total loans rm911.767m is a red flag.
market is always right,
10/04/2018 21:00

I always want cheaper. Hahaha.

As humans, we always compare to what happened recently. If i had alot of money now, id buy more, but like i said, waiting for elections. Cause if PH wipe BN, sure drop for a day or 2.

Just because OTB ask you buy, does not mean you should buy.

This is not cheap anymore, especially considering its redchip status.

Whole market still got discount here and there. No need until go buy redchip.

Honestly, i very sien now. very little chance to buy cheap d.

But i think PH is going to win this round, and market is not expecting that. KLSE sure drop like fuck for that day. The goal is still to gather enough money by May.

OTB also issued a buy call at RM7.06. Thats why shoot like this.


Beary Koonman 2....OTB (with 2 black eyes) 0

yewyin33 Hengyuan shot up 72 sen yesterday and today shot through the roof Rm 1.48. I must say I have never made so much money in 2 days before in my life. Ha! Ha! Ha! I am laughing all the way to my bank.
Koon Yew Yin
06/04/2018 17:00
06/04/2018 17:04

8 million, not 10.

Yeap. US markets will be very interesting to observe tonight.

I personally can't wait. Big discounts in the stock market dont come often.

If im lucky, this company might drop below RM1 for me.

Halite,

Glad to see you are happy. I am as well. I'm not as rich, so i need time to gather money, but looks like i will have chance.

Why cheap, show me your valuation.





Posted by Ibi_chan > Apr 4, 2018 07:31 PM | Report Abuse

So cheap. Manage to get some. Hope will not dissapoint

Posted by jepun_77 > Apr 4, 2018 10:52 PM | Report Abuse

Wow cheap

Haha


Posted by rogers123 > Apr 6, 2018 10:18 AM | Report Abuse

Hng33: I got infinity money from mars and jupiter. I can average down to watever price

Show me your valuation.



Posted by mikekim > Apr 6, 2018 09:54 AM | Report Abuse

It's a 15% discount now from earlier this week due to negative sentiment from trade war which is blown out of proportion.

anything below 0.5 is a steal. it'll bounce back above 0.5 very soon when all these unwarranted trade war / election fears are over.

increased sapura energy holdings from 50% of portfolio to 95% now.

fingers crossed, lol.

This is now pre-duke sale to EPF price now. 2.225 before split and div

He is like rockerfeller.

The bad is horrifying, the good is amazing.

Just rmbr, he's not your friend in the stock market. Outside, he will do charity, build hostel, give scholarship etc.

But here. As he said, zero sum game. He want your money.



Posted by Op3rs > Apr 5, 2018 11:44 PM | Report Abuse

it is pure manipulation as of now. nvr have i imagine this shit would go so low.

is money = happiness for him and nothing more ?

Listen to 3iii.

The sheer amount of money he can pour, causes the price to pivot.

Question is this. Is he rich or skillful now.

Waiting for probability to say he now agree with KYY again.

I'm greatly comforted by this comment.

Because this means, people like me will always have bargains to eat! ahah

Different strokes for different folks.

I still have not topped up any. Trying to stay disciplined. I told myself i want to gather 15%-20% cash by elections. Cause sure die then one, im fairly certain PH will win.

stklearner Congrats. to the daring buyers ! good to take profit while ahead, it may drop back to SQ 1 later in uncertain market, just my view..play long-term now will be rewarded with a declining portfolio of valuable stks..
05/04/2018 16:33