Followers
3
Following
0
Blog Posts
0
Threads
7,671
Blogs
Threads
Portfolio
Follower
Following
2022-09-06 19:34 | Report Abuse
Walao soo many come out after market close..must be panic see oil collapsing
Just relax - alot can change when US market open
2022-09-06 17:08 | Report Abuse
Stuck in the mud..same price since last yr
See if get dump for GenM (better div)
2022-09-06 17:07 | Report Abuse
Boring day..can alrdy smell nxt bloodbath coming
Later dont cry mother father see HY rm4 by friday
2022-09-06 17:01 | Report Abuse
Ready QR massacre in 2weeks
2022-09-06 14:17 | Report Abuse
Never touch tech scam stocks @ sfptech/cnergen/coraza/lgms blablabla
Will totally collapse once syndicate dump
2022-09-05 13:57 | Report Abuse
Aiyaa sslee my posts more informative than u/i3lurker/psai3alert nonsense
2022-09-04 16:53 | Report Abuse
If HY hedging expired in Q2, would’ve reported (-400Mil) loss
The ‘comprehensive loss’ (-400Mil) basically WARNING of HY hedging failure
2022-09-04 16:49 | Report Abuse
Only probability/sslee think HY hedging always perfect/profitable
Dunno whether they blind or what - never see HY soo many prev QR got losses
2022-09-04 16:48 | Report Abuse
Aiyoyo sslee u really 1-trick donkey
Can only repeat ‘hedging loss offset by something else physical gain’
So every QR sure got profit issit
Never see HY soo many times QR loss meh aiyoyo
2022-09-04 15:35 | Report Abuse
Only probability/sslee think HY hedging always perfect/profitable
Dunno they blind or what - never see HY soo many prev QR got losses
2022-09-04 15:16 | Report Abuse
Aiyaa no use Q2 PE (+rm2) but Q3 PE (-rm2)
Hedging loss 1.07Bil cannot hide Q3
2022-09-04 14:13 | Report Abuse
S’raider u stuck high HY at what price during 2018 collapse (rm19-rm3)??
See u got ptsd @ forever hate HY
2022-09-04 12:52 | Report Abuse
Ular Shut up & go back to ur TG snake bbq
No need reply my post with ur nonsense
2022-09-03 23:00 | Report Abuse
Aiyoyo i3lurker oil trading US/NY session start @ 9pm leh
Simple trading hour also dunno..dont even talk derivatives kikiki
This fella really full BS kikiki
2022-09-03 15:44 | Report Abuse
Really nonsense BS 20% interest rate
Totally ignorant leh
2022-09-03 15:26 | Report Abuse
Aiyoyo no need BS 20% interest rate
In such scenario, whole world bankrupt lo
Housing market totally collapse @ everyone default cannot pay house loan 20% interest
2022-09-03 13:42 | Report Abuse
See Mogas crack turn (-) alrdy know HY dark future
Refineries overproduce when Mogas crack high - now oversupply
Now every refinery in world overproduce diesel @ crack going to (-) also like Mogas
P/s: Mogas crack collapse from usd33 (June) to usd0 (Aug) @ totally collapse just 2months
2022-09-02 23:28 | Report Abuse
Walao Oct/Nov/Dec future crack all alrdy turn (-)
Totally collapse leh
2022-09-02 17:09 | Report Abuse
Ding3 what a massacre
Expecting worse bloodbath nxt week (margin call/panic sell/cutloss)
2022-09-02 15:20 | Report Abuse
Aiyoyo probability some refineries can increase diesel output & lower gasoline output
For refineries that cannot, they currently still incentivised to increase both gasoline/diesel output b’coz ‘blended’ crack spread still profitable
Eventually diesel crack spread will also collapse @ oversupply (follow Mogas)
2022-09-02 15:07 | Report Abuse
Aiyoyo probability/sslee ofcos refineries can increase diesel output (subsequently crack spread collapse)
Think global refinery utilisation/run rate @ 100% meh aiyoyo
2022-09-02 14:20 | Report Abuse
Aiyaa BobAxel nonstop BS nonsense since last week
Just ignore
2022-09-02 13:17 | Report Abuse
Aiyoyo sslee u think refineries can survive with Mogas crack 70sen meh
U think diesel crack wont follow Mogas collapse meh
Refineries overproduce when Mogas spread high - now oversupply (Mogas crack collapse)
Now every refinery will overproduce diesel until diesel crack collapse - just like Mogas
2022-09-02 13:00 | Report Abuse
Walao what a morning bloodbath
Still need drop alot more..HY usually 50sen BELOW petron
2022-09-02 12:59 | Report Abuse
Aiyoyo another 1 complain Ular nonsense
This fella really thick face - never sense/feel when people hate him kikiki
2022-09-01 23:12 | Report Abuse
Mogas crack spread alrdy negative (-) @ refiner sell product at loss
WORST fundamental ever..refiners overproduce when crack spread high - now got too much inventory
2022-09-01 17:51 | Report Abuse
Inevitable HY collapse back to rm3 (historical fair value)
2022-09-01 17:49 | Report Abuse
Refiners dont have pricing power - their margins always squeezed by oil producers
Oil will remain high but all crack spread eventually collapse together (historically proven)
2022-09-01 17:47 | Report Abuse
Walao Mogas crack spread collapse until (-negative)
Alrdy warn last time - high oil price doesnt mean high crack spread
2022-09-01 16:34 | Report Abuse
BREAKING NEWS - China locks down Megacity Chengdu (21Mil resident - biggest covid lockdown since Shanghai)
Becareful oil collapse tonite
2022-09-01 14:42 | Report Abuse
Sslee Higher gross profit/physical gain alrdy realised in Q2
HY 1.07Bil hedging loss should’ve correspond with higher gross profit in Q2
But due to timing mismatch (swap expiry), will only realise hedging loss 1.07Bil in Q3 (without corresponding higher gross profit/physical gain)
2022-09-01 13:43 | Report Abuse
Sslee If HY hedge swaps expire/renewable monthly, will ur so-called ‘unrealised derivatives fair value loss’ become realised 1.07Bil hedging loss in Q3??
2022-09-01 13:20 | Report Abuse
If really caring/sharing - should share coming Q3 1.07Bil hedging loss + crack spread collapse
2022-08-31 23:23 | Report Abuse
Easier if limit down tomorrow
Then know collapse b’coz both (oil drop + bad QR)
2022-08-31 23:22 | Report Abuse
See oil price heavy drop (WTI left usd90) alrdy know HY collapse tomorrow
Just dunno whether collapse b’coz oil drop or bad QR (record comprehensive loss -400Mil @ after include hedging loss 1.07Bil)
2022-08-31 22:01 | Report Abuse
Q3 how to survive - need swallow 1.07Bil hedging loss (crack spread alrdy collapse somemore)
They alrdy highlight 1.07Bil hedging loss in ‘other comprehensive expense’ as WARNING of HY’s overall weakness
2022-08-31 21:30 | Report Abuse
No need panic yet..just wait&see where share price go tomorrow
P/s: better dont watch oil price tonite (collapsing)
2022-08-31 21:23 | Report Abuse
Aiyaa then why got 2 QR loss in 2021 leh
Dont BS soo much leh
2022-08-31 20:25 | Report Abuse
Aiyaa ownself queue buy rm6/6.95 better lo..such good deal
Sure got many willing seller kikiki
2022-08-31 16:59 | Report Abuse
Aiyoyo Probability longer maturity = higher risk
Thats why 6month bonds pay lower yield/interest than 10yr/30yr bonds
Longer maturity = higher risk = compensate with higher bond yield/interest
Stock: [HENGYUAN]: HENGYUAN REFINING COMPANY BERHAD
2022-09-07 13:43 |
Post removed.Why?