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Probability is a measure of 'likeliness' that an event will occur - there are no 100% certainty.
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2020-12-13 15:19 | Report Abuse
i also look forward on this
Posted by maf1964 > Dec 13, 2020 3:15 PM | Report Abuse
uncle kyy gel. plse write good article abt dayang and it will shot up. u make money and i make money. kyy gel do us a favour and for youseelf too
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2020-12-13 15:09 | Report Abuse
Monday, you see Brent rise above 50usd/brl....do not wait to whack!
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2020-12-13 15:03 | Report Abuse
By taking trailing naphta price with a relative lag of 1.5 months and comparing with current PP price, the spread should be approximately maintained
The volume (or throughput) rise should be real
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2020-12-13 11:09 | Report Abuse
Vaccines, economy
.................
The demand recovery in 2021 is based on a global GDP growth of 5%, with oil prices expected to range between $41-51/b, according to Platts Analytics.
But vaccine deployment will be a critical variable, affecting oil demand positively if developed and applied quicker than expected, the note said.
The vaccination campaign will begin in H1 2020, with a widespread rollout only expected in the second half of 2021.
Chinese oil demand will only grow 500,000 b/d or 3% next year, as the world's largest oil importer reported a steady demand increase in the second half of the year.
US oil demand is forecast to grow by 1.7 million b/d next year, with Europe expected to rise by 1.1 million b/d, Platts Analytics added.
Gasoline demand will rebound the strongest next year followed by jet fuel and then by gasoil/diesel.
"Global gasoline demand will recover by 2.4 million b/d or 10% and gasoil/diesel demand to rise by 1.3 million b/d or 5%," the note added.
Jet fuel has been the biggest casualty of the coronavirus pandemic as aircraft fleets have been grounded and borders closed.
Jet fuel normally accounts for 8% of total oil demand, but in 2020, this has more than halved.
..................
OIL 24 Nov 2020
Uneven recovery will see oil demand grow by 6.3 mil b/d in 2021: Platts Analytics
https://www.spglobal.com/platts/en/market-insights/latest-news/oil/112420-uneven-recovery-will-see-oil-demand-grow-by-63-mil-bd-in-2021-platts-analytics
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2020-12-13 11:05 | Report Abuse
RM20 IS COMING MA!!...ITS COMING & COMING LORR!!
Posted by pang72 > Dec 13, 2020 11:02 AM | Report Abuse
More and more hengyuan article posted here for reference like Supermx in the beginning!!
This is good start!!
Remember to sell your hengyuan at rm19 like you did for Supermx selling at rm19!!
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2020-12-12 18:24 | Report Abuse
gohkimhock
tankw
yistock
who else ah? too many new members in i3...i cannot keep track or trace
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2020-12-12 18:20 | Report Abuse
pang72 sifu can add any other sifu i left out in i3....active and high odds winning bets sifus i3
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2020-12-12 18:20 | Report Abuse
Icon8888
now little Jon also
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2020-12-12 18:18 | Report Abuse
these are some of the legends in i3...
charlest
pang72
moneykj
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2020-12-12 18:17 | Report Abuse
sifu Pang...is one of the top 10 investors in i3 liao...
i estimate his net worth already exceeding 50m now...minimum
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2020-12-12 17:30 | Report Abuse
Product PP price had moved about 8 % (from trailing 3 months)
http://www.sunsirs.com/uk/prodetail-718.html
LDPE: 14%
http://www.sunsirs.com/uk/prodetail-334.html
Butadiene rubber: 30%
http://www.sunsirs.com/uk/prodetail-358.html
........................
Raw material Naphta: about 10% (from trailing 3 months)
https://markets.businessinsider.com/commodities/naphthapreis
..............
Note that Naphta to be taken with lag of 1.5 months to calculate the spread:
https://assets.theedgemarkets.com/pictures/Lotte_cht_TEM1347_theedgemarkets.jpg
https://www.theedgemarkets.com/article/lotte-chemical-titan-sees-demand-growth-offsetting-oversupply-pressure
In an Oct 30 note, Maybank IB Research says it expects LCT to post stronger q-o-q earnings in 4Q, as Lotte Chemical USA Corp plants have fully resumed operations since mid-October after Hurricane Laura, coupled with a higher polymer spread of US$650 a tonne in October against US$589 a tonne in 3Q.
............
Considering above and the fact that economic recovery (due to vaccine) will only increase volume , the overall impact on bottom line will be significant improvement.
Any dampening on the margin spread between 'naphta - PP' can only be short term due to oil price spike as the driver of naphta demand is still the products
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2020-12-12 15:03 | Report Abuse
ha hah ha...cannot disclose....but i support hengyuan to move up...
and it will move up
Posted by pang72 > Dec 12, 2020 2:57 PM | Report Abuse
probability yes price can reach 19...eps 50 cents x 4 qtrs x PE10 = RM 20
its highly possible to hit this TP with current retail money 5 x stronger than 2017
(i support this target price, so that my other O&G stocks move up... but i have already said what need to be said)
TQ
10/12/2020 8:04 PM
I HOPE YOU SOLD YOUR ARMADA, DAYANG AND PNEGRY TO BUY MORE HENGYUAN LAST FRIDAY!!
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2020-12-12 14:34 | Report Abuse
ITS A MATTER OF TIME...and ITS COMING MA!!!
Refined product demand is picking up lorr...!!
Posted by Sslee > Dec 12, 2020 2:27 PM | Report Abuse
10 ppm sulphur is Euro 5.
50ppm sulpur is Euro 4.
Currently HRC only can produce some volumes of Euro 4M Mogas.
Posted by probability > Dec 12, 2020 1:48 PM | Report Abuse X
Asia Distillates-Gasoil refining margins post weekly rise
12/12/2020
https://www.hellenicshippingnews.com/asia-distillates-gasoil-refining-margins-post-weekly-rise/
Refining margins, or cracks, for 10 ppm gasoil rose 25 cents to $6.04 a barrel over Dubai crude during Asian trade, lingering close to a multi-month high of $6.40 touched earlier in the week.
..............
RM20 IS COMING LORR!! ITS COMING MA!!!
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2020-12-12 14:12 | Report Abuse
Just the logistics of flights to bring the vaccine (multiple doses) worldwid3 under very low temp will drive the energy price... it even takes a lot of energy to manufacture such low temp vaccine
People getting vaccinated also need to drive hundreds of miles multiple time to get vaccinated
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2020-12-12 14:08 | Report Abuse
It will for sure..
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2020-12-12 13:52 | Report Abuse
Today Hengyuan & PetronM is already on TheEdge weekly highlight....next week is O&G theme.... Banking stocks is over inflated, O&G is next....
ITS COMING LORR!!!!
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2020-12-12 13:51 | Report Abuse
Today Hengyuan & PetronM is already on TheEdge weekly highlight....next week is O&G theme.... Banking stocks is over inflated, O&G is next....
ITS COMING LORR!!!!
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2020-12-12 13:49 | Report Abuse
Asia Distillates-Gasoil refining margins post weekly rise
12/12/2020
https://www.hellenicshippingnews.com/asia-distillates-gasoil-refining-margins-post-weekly-rise/
Refining margins, or cracks, for 10 ppm gasoil rose 25 cents to $6.04 a barrel over Dubai crude during Asian trade, lingering close to a multi-month high of $6.40 touched earlier in the week.
..............
RM20 IS COMING LORR!! ITS COMING MA!!!
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2020-12-12 13:48 | Report Abuse
Asia Distillates-Gasoil refining margins post weekly rise
12/12/2020
https://www.hellenicshippingnews.com/asia-distillates-gasoil-refining-margins-post-weekly-rise/
Refining margins, or cracks, for 10 ppm gasoil rose 25 cents to $6.04 a barrel over Dubai crude during Asian trade, lingering close to a multi-month high of $6.40 touched earlier in the week.
..............
RM20 IS COMING LORR!! ITS COMING MA!!!
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2020-12-11 00:41 | Report Abuse
very interesting
Posted by super_newbie > Dec 11, 2020 12:30 AM | Report Abuse
Check this out:
https://www.bloomberg.com/news/articles/2020-12-10/the-future-of-u-s-n...
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2020-12-10 23:12 | Report Abuse
confirm your jaw drop lor!!
Posted by Aus10053312 > Dec 10, 2020 11:11 PM | Report Abuse
tomorrow dayang confirm drop
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2020-12-10 23:11 | Report Abuse
your jaw drop lor!!
Posted by Aus10053312 > Dec 10, 2020 11:10 PM | Report Abuse
tomorrow possible drop
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2020-12-10 23:05 | Report Abuse
hope it breaks RM3 tomorrow
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2020-12-10 22:41 | Report Abuse
YES..BRENT BROKE 50USD/brl!!
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2020-12-10 22:39 | Report Abuse
YES..BRENT BROKE 50USD/brl!!
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2020-12-10 22:34 | Report Abuse
Break 50USD/brl...all hell breaks loose tomorrow lorr!!!
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2020-12-10 22:32 | Report Abuse
Brent USD 50/brl coming lor!!!
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2020-12-10 21:09 | Report Abuse
Market will rerate lor! Its coming ma....
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2020-12-10 21:07 | Report Abuse
Next qtr EPS 80 cents liao...
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2020-12-10 21:05 | Report Abuse
He is coming ma...its coming and coming lor!
Posted by Sslee > Dec 10, 2020 8:38 PM | Report Abuse
Haha Raider will be here if crack spread go up above USD 8/b. The spread now is usd 2/b still below HRC breakeven usd 3/b.
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2020-12-10 20:08 | Report Abuse
We need SIFU RAIDER here!
ITS COMING ..and ITS COMING LORR!!
RM 20 is COMING LOR!!!
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2020-12-10 20:05 | Report Abuse
RETAIL MANIA coming to HENGYUAN SOON!
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2020-12-10 20:04 | Report Abuse
yes price can reach 19...eps 50 cents x 4 qtrs x PE10 = RM 20
its highly possible to hit this TP with current retail money 5 x stronger than 2017
(i support this target price, so that my other O&G stocks move up... but i have already said what need to be said)
TQ
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2020-12-10 19:09 | Report Abuse
WTF...Brent 49.7/brl now
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2020-12-10 19:07 | Report Abuse
may be next qtr still profitable (due to stock gain), but by the next qtr sure collapse back to below 3...
its an oil trading company....no longer a refinery
Posted by williamtkb > Dec 10, 2020 7:05 PM | Report Abuse
HY overpriced now. Will it back to Rm3?
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2020-12-10 19:00 | Report Abuse
aiyo Pang72 sifu...why still here at HY? Move to Dayang....
refinery crack spread is razor thin...without stock gain embedded in their hidden on HY gross profit...HY will easily be making loss
its a one off gain market have not realized..
good time to shift to another O&G boat
armada, penergy, dayang is way better
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2020-12-10 18:57 | Report Abuse
Uncle may anytime dump Gloves stocks and move here for good
we shall not wait till the day he releases the next Dayang article
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2020-12-10 18:55 | Report Abuse
Brent 49.5 USD/brl......only shows demand will pick up
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2020-12-10 18:53 | Report Abuse
Brent 49.5 USD/brl now...if it breaks 50, sayonara to those who will miss Dayang boat
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2020-12-09 19:41 | Report Abuse
https://www.reuters.com/article/top-glove-results-idUSL1N2IP0MI
“We do foresee that there is still shortage of gloves in the next three years,” he added. “The potential increase in demand is mainly because current stockpiles of gloves are at critically low levels at customers’ warehouses.”
........
TG NOW 9% DIV YIELD before another record PAT on coming qtr
next 3 years, which other stocks can give even 5% dividend yield?
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Stock: [HENGYUAN]: HENGYUAN REFINING COMPANY BERHAD
2020-12-14 20:16 | Report Abuse
what? uncle pang72 regret selling and want to buy back???
ITS COMING LORR!!....ITS COMING & COMING MA!!!