It will for sure..

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!!!!

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!!!!

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!!!

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!!!

Post removed.Why?

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...

confirm your jaw drop lor!!

Posted by Aus10053312 > Dec 10, 2020 11:11 PM | Report Abuse

tomorrow dayang confirm drop

your jaw drop lor!!

Posted by Aus10053312 > Dec 10, 2020 11:10 PM | Report Abuse

tomorrow possible drop

hope it breaks RM3 tomorrow

YES..BRENT BROKE 50USD/brl!!

YES..BRENT BROKE 50USD/brl!!

YES..BRENT BROKE 50USD/brl!!

YES..BRENT BROKE 50USD/brl!!

YES..BRENT BROKE 50USD/brl!!

Post removed.Why?

Break 50USD/brl...all hell breaks loose tomorrow lorr!!!

Brent USD 50/brl coming lor!!!

Market will rerate lor! Its coming ma....

Next qtr EPS 80 cents liao...

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.

We need SIFU RAIDER here!

ITS COMING ..and ITS COMING LORR!!

RM 20 is COMING LOR!!!

RETAIL MANIA coming to HENGYUAN SOON!

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

WTF...Brent 49.7/brl now

WTF...Brent 49.7/brl now

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?

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

Uncle may anytime dump Gloves stocks and move here for good

we shall not wait till the day he releases the next Dayang article

Brent 49.5 USD/brl......only shows demand will pick up

Brent 49.5 USD/brl now

Brent 49.5 USD/brl now...if it breaks 50, sayonara to those who will miss Dayang boat

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?

https://www.theedgemarkets.com/article/agreement-signals-new-era-sarawak-og-development-says-speca

Gloves already bottom looks like:

https://www.investing.com/equities/mercator-wa

Gloves already bottom looks like:

https://www.investing.com/equities/mercator-wa

he he..

exactly..

Posted by CharlesT > Dec 7, 2020 2:14 PM | Report Abuse

This year Ah Jon has transformed himself into Gold Finger in stock mkt...whatever stock he covers will fly...'

I c i also scare....

After Icon became silent... ah Jon becoming more and more aggressive..if only he can make the articles shorter...i would have read it too..

congrats sifu charlest.. i sold too early

very ichy hands..:(

look forward for your next pick...rarely we meet together like in superman and batman recently...i missed big on batman

Will vaccines save us- Why take risks?
.....................................

This is the first approved vaccine for human use for any coronavirus ever. It's also the first ever vaccine to be available in the middle of a pandemic.

"And that could offer an economic stimulus far greater than anything the Bank of England and HM Treasury could provide"

https://www.bbc.com/news/business-55161094

Will vaccines save us- Why take risks?
.....................................

This is the first approved vaccine for human use for any coronavirus ever. It's also the first ever vaccine to be available in the middle of a pandemic.

"And that could offer an economic stimulus far greater than anything the Bank of England and HM Treasury could provide"

https://www.bbc.com/news/business-55161094

Will vaccines save the UK economy? Why take risks?

https://www.bbc.com/news/business-55161094

This is the first approved vaccine for human use for any coronavirus ever. It's also the first ever vaccine to be available in the middle of a pandemic.

"And that could offer an economic stimulus far greater than anything the Bank of England and HM Treasury could provide."

Will vaccines save the UK economy? Why take risks?

https://www.bbc.com/news/business-55161094

This is the first approved vaccine for human use for any coronavirus ever. It's also the first ever vaccine to be available in the middle of a pandemic.

"And that could offer an economic stimulus far greater than anything the Bank of England and HM Treasury could provide."

From Nomura - UWC

Current order book stands at ~MYR100mn
UWC hosted an earnings call today for 1QFY21 results. Revenue of MYR71.5mn was up
52% y-y and 16% q-q due to strong demand in the semiconductor segment and
expansion in the life science segment. Higher revenue, cost efficiencies and better
product mix helped core profit rise 94% y-y and 16% q-q to MYR21.7mn. Management
highlighted that its current order book stands at ~MYR100mn (~MYR70mn last quarter).

New product launches and capacity expansion on track to handle strong demand
Management ordered 50 CNC (computer numerical control) machines, which are
expected to arrive by 1QCY21. Its cleanroom facility, to be used for front-end
semiconductor equipment assembly, will be completed by Jan-2021. To accommodate
these, the company has converted 20-25k sqft of new production space in its current
facility while leasing another 2 acres near the factory to build ~60k sqft production space
(to be ready by mid-2021). This increase in capacity is intended to support growth under
its revenue run-rate given its record high order book of MYR100mn. On the
semiconductor segment, UWC will start supplying autonomous vehicle chip testers in
1QCY21, while it is also developing a new manipulator model with its existing customer. It
has also developed new 5G radio frequency testers, currently being qualified at the
customer’s site. As for the front-end semiconductor segment, management expects
revenue to pick up (8% of 1QFY21 revenue) upon completion of its cleanroom facility. It is
also looking to venture into DRAM testers by engaging with potential customers. In life
science segment, the group has secured orders on COVID-19 testers and is now working
on the assembly of DNA analyzer with one of its customers. 1QFY21 effective tax rate
was 24%. Management believes there is room for a <20% tax rate as the company is
applying for tax incentives for some of its products. Overall, given the strong order book,
demand outlook and capacity growth, we raise FY21F-22F EPS by 17% each.

Upgrade to Buy with TP raised 50% to MYR10 (26% upside)
In addition to EPS revision, we also raise the target CY2021F P/E to 45x (35x earlier) to
factor in UWC’s strong growth outlook with EPS CAGR of ~44% for FY20-23F. With an
upside of 26%, we upgrade the stock to Buy (from Neutral). It currently trades at 36x
CY2021F P/E. Key risks include prolonged impact of COVID-19 outbreak, change in USChina trade relations, slowdown in key customers’ business, and competition.

https://www.mtl.com.my/

https://www.uwcberhad.com.my/our-services/

UWC PE 64......danco can be like that too one day


Dancomech gears up for expansion

https://www.thestar.com.my/business/business-news/2020/09/05/dancomech-gears-up-for-expansion


its newest acquisition, MTL Engineering Sdn Bhd – completed just last month – has allowed it to go into metal fabrication, metal stamping, tool and die making.

vaccine to bring back life to normal is done deal....

earth quake had happened...its just a matter of time tsunami will hit the O&G stocks...

2.0 plus easily if it can repeat latest qtr earnings on the next..

what a day for charlest sifu...

more wonderful days await

Posted by OTB > Dec 2, 2020 4:14 PM | Report Abuse

CharlesT,
I help you to clear 12.00.
Thank you.