@ TheContrarian , Is he ? I don’t have information pointing that he is .

It was a MCA counter. No more link to MCA since SU bought into multi purpose even before the demerger .

I will follow you 。Thanks.

Posted by TheContrarian > 5 hours ago | Report Abuse

@Johnzhang, join me at Mycron.

@TheContrarian,
Thanks. Good profit or not is rather relative . Any profit is good profit to me . Cheers .

Posted by TheContrarian > 6 hours ago | Report Abuse

@Johnzhang, happy for you to know you made good profit.

@TheContrarian, I better offload all now and pocket good profit when I see the psycho Jerichomy is here. This guy is a mad dog!

@TheContrarian, I started selling from today only . Can still hold longer ?

Can anyone be so sure if the share price would move up if 40sen is paid as dividend rather than capital repayment ? The share price didn’t respond may be for a different reason. Upto everyone to speculate.

Whether the 40sen payment is as dividend or capital reduction the end effect to shareholders is the same . What matters most is the quantum .

Senile KYY is even more hopeless.

The market slapped senile koon real hard!
He doesn’t understand a single thing about oil palm plantations business.

@opportunate. I think you have a sound and clear strategy . I am sure your clear and calm approach and your patience will be off by next year.

Mphb to go down to 45sen ? It’s a Wishful thinking.

About 1,800!lots at $1.38 taken up in last 1 hr by someone. SU or his gang in action?
Aiya! Minorities always got swallowed by controlling shareholders..

@chkhooju, is that you who walloped the big lot at $1.38?

Hahaha… The blocker’s 1,600 lots at $1.38 got eaten up by others ?

This stock seem boring , but it is very resilient during current bearish and nervous time . Many hot stocks already suffered 30-50% price drop in the past 5-6 months, but this one is shielded.

On any day, those who need to sell for their own reason they will sell . No need to panic for the day to day price movement.

5 acres of land at Jalan imbi , at the heart of KL at $3,000 psf is $653 mil or $0.90 per share.

Next interesting event is privatization . It is reasonable to think that SU will exploit the weak market condition in 2022/23 to make the move . I think a reasonable but unfair offer is $1.80 to $2.00 after capital repayment. Anything lower will see many unhappy investors rejecting it.

SU will receive 45sen x 266.15 mil share = $130 mil cash that he can use to buy more MPHB cap share from open market.
Based on today’s closing price of $1.43, the ex capital repayment price is theoretically $1.03.

$130 mil cash can buy him 126 mil more shares at $1.03 and he is anxiously waiting for good buy .

Ikan bilis should follow MM’s advice to sell all the way down to $3. I Am waiting for you .

Ikan billis must heed the naysayers advice to sell . Sell faster and sell lower. I am waiting for you . Hehehe..

Haha.. Good news must repeat multiple time . Desperate to eat up the Ikan billis.

Wow! Gasoline 95 crack spread surged 40% overnight to about usd11 .00 overnight . while diesel crack remain very high at about Usd50. Tremendous upside into the winter season

Wow! Gasoline 95 crack spread surged 40% overnight to about usd11 .00 overnight . while diesel crack remain very high at about Usd50. Tremendous upside into the winter season

Wow! Gasoline 95 crack spread surged 40% overnight to about usd11 .00 overnight . while diesel crack remain very high at about Usd50. Tremendous upside into the winter season .

CPO rebounded over RM200 pmt. More solid gain expected into 4qtr and into 2023.

CPO rebounded over RM200 pmt. More solid gain expected into 4qtr and into 2023.

CHICAGO (Sept 12): Chicago Board of Trade (CBOT) soybean futures surged to their highest price since June on Monday (Sept 12), and closed near their highs, after the US government made bigger-than-expected cuts in its domestic harvest estimates.

Corn futures also hit their highest price in more than two months, following a reduced production outlook from the US Department of Agriculture (USDA).

CHICAGO (Sept 12): Chicago Board of Trade (CBOT) soybean futures surged to their highest price since June on Monday (Sept 12), and closed near their highs, after the US government made bigger-than-expected cuts in its domestic harvest estimates.

Corn futures also hit their highest price in more than two months, following a reduced production outlook from the US Department of Agriculture (USDA).

Don’t over react to ESOS and ‘poor’ dividend. There are people anxiously waiting to grab your shares at low price.
I think the dividend yield is improving to 4% for FY 2022 which is reasonable.

SOP’s. EPS 1H 2022 is 40sen
TaAnn’s EPS 1 H2022 is 44sen
SOP share price is $2.55
Taann share price is $4.22
Notwithstanding that Taann pays higher dividend, SOP’s share price discount to Taann is just too steep!
Watch out for SOP.

SOP’s. EPS 1H 2022 is 40sen
TaAnn’s EPS 1 H2022 is 44sen
SOP share price is $2.55
Taann share price is $4.22
Notwithstanding that Taann pays higher dividend, SOP’s share price discount to Taann is just too steep!

On relative valuation, SOP ($2.55) looks cheap compared to Taann ($4.22) at today’s price .
Hope that SOP shall attract some attention soon .

Zhuge,
I think every concerned investors should do so . Let’s do the same .
The culture of spreading disinformations, half baked stories and making comments out of evil intentions must be controlled.

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Posted by Zhuge_Liang > 6 minutes ago | Report Abuse

@BoomBerg,
Please do us a favour, please report all lies and malicious allegations to the BOD of Hengyuan.
Thank you for your help.

Ya! HY’s bosses must take action against the attackers who spread disinformation and worst insulting the integrity of the management.

The petrochemical business faces headwinds when global economy is slowing. Demand is down and hence selling price is pressured

Bplant will still be the best dividend yield plantation stock even if CPO stay around $4,000 for the foreseeable future.

I think SOP’s dividend will gradually improve. Earnings wise , SOP is stronger .

Don’t forget SOP is also a very good buy at today’s price .

Buy Taann , dump TSH ? Not a bad idea indeed.

MM has no soul at all !

Posted by Zhuge_Liang > 51 minutes ago | Report Abuse

MoneyMakers = apple168.
She used different id only.
She works for a Singporean bank to short Hengyuan.

Ya lor. The trading system is cornered by people behind the malicious attackers mah !
Securities Commission will soon step in to check the suspicious trades and the group of people behind the trades.

Since June 2022, a group of Agents coordinated malicious attacks on HY with ulterior motives . The Agents have been spamming days and nights with all sorts of disinformation, half baked stories and baseless assumptions , effectively driving good stock to far lower that its fair value.

The Agents are capitalizing on the fragile market sentiment and serious lack of market liquidity to drive away whatever little buying interest and at tge same time caused fearful and weaker retailers to dump their shares at huge discounts. The modus operandi of the agents is very obvious. If you careful study the trade pattern and observe the activity within the day you shall see the trade manipulation

Are these Agents angels to safeguard you interest ? Think carefully, They are instead preying on unsuspecting retailers.

The Agents and the people behind them are now collecting cheap shares from unwary retailers .

The malicious attackers just spamming and barking on the cashflow hedge fair value loss and cost of hedging reserve amounting to ($1,079,600k) for Q2. These items are in fact Balance sheet items , not loss per se . They are termed as comprehensive (expense )or income , not as loss. ( pls read the P&L carefully).
The abovesaid amount exactly reflects the differences between 30.6.22 and 31.3.22 for Cashflow hedge reserves, cost of hedging reserve and exchange translation reserve appear in the balance sheet (BS)

Per BS. 30.6.22 ($1,459,160k ) ( ie 543,706k + 786,566k+ 128,888k)
Per BS 31.3.22 ($379,560k) (ie $299,007 k -48,335k+128888k)
The change between the qtrs is ($1,079,600k)
The impact on P&L from eventual reclassification of this BS items is not direct . There are many other elements. Don’t be confused that these are sure losses in the future . Accounting for derivatives is not a layman like you and me can fully comprehend.

Posted by Johnzhang > 1 hour ago | Report Abuse

The malicious attackers just spamming and barking on the cashflow hedge fair value loss and cost of hedging reserve amounting to ($1,079,600k) for Q2. These items are in fact Balance sheet items , not loss per se . They are termed as comprehensive (expense )or income , not as loss. ( pls read the P&L carefully).
The abovesaid amount exactly reflects the differences between 30.6.22 and 31.3.22 for Cashflow hedge reserves, cost of hedging reserve and exchange translation reserve appear in the balance sheet (BS)

Per BS. 30.6.22 ($1,459,160k ) ( ie 543,706k + 786,566k+ 128,888k)
Per BS 31.3.22 ($379,560k) (ie $299,007 k -48,335k+128888k)
The change between the qtrs is ($1,079,600k)
The impact on P&L from eventual reclassification of this BS items is not direct . There are many other elements. Don’t be confused that these are sure losses in the future . Accounting for derivatives is not a layman like you and me can fully comprehend.

Why barking nonstop on hedging loss ! What matters is if HY still make good money after taking into account whatever hedging loss or hedging cost ! Don’t bark at the wrong tree .
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Posted by UlarSawa > 1 minute ago | Report Abuse

Someone else in the forum. Cakap hedging surewin. Haiyoh. Correct?

Sslee

HRC in H1 2022 alone make realised hedging loss of RM 870,964,000.
So who tell you hedging don't make loss?

Very true ! In the case of HY, don’t open your cards!
Just do your trades quietly .
Like Ular always says stock market is a gambling ground. In gambling , you don’t let your opponents knows your card .
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Posted by tehka > 47 minutes ago | Report Abuse

Haiyah Income, it is true fact mah! You see Uncle Koon always buka his poker cards, everyone see and take the opposite trade. Better is keep your own judi card to yourself loh. Kikiko. Correct?

Pasal dia orang rasa dendam simpan hati bertahun tahun , sekarang baru lepas mah…..
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Posted by UlarSawa > 12 minutes ago | Report Abuse

No point talked past tense when you judi at present lah. Haiyoh. Correct?

Don’t interpret the account of HY to the way it suits you lah！ Your knowledge on hedging is very shallow and layman type .
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Posted by stockraider > 10 minutes ago | Report Abuse

Look at the fact & figures mah!

All back up mah!
Nothing malicious mah!
Why General Raider says Sifu Sslee analysis on Hengyuan is dangerous flawed ?

1. Looking at the balance sheet HRC hedging losses as at 30-6-2022 amounted to rm Rm 1,329M of this sum of losses Rm 1189m or 90% are contributed by just 6 mths of operation result for the latest 30-6-2022 Financial result loh!

2. HRC derivative outstanding liabilities todate is Rm 1,781M whereas is derivative assets is Rm 261m, meaning net derivative negative exposure is Rm 1,520M.....meaning the counter party should be able received payment of Rm 1,520M from Hengyuan, it is just like your share margin losses loh!