Posted by Icon8888 > Mar 4, 2018 09:03 AM | Report Abuse

OTB has been making big money year after year and lives life with dignity whereas stockmanmy a.k.a brightsmart has to resort to PLP Uncle Koon to make a living. That is all I know

Posted by Halite > Mar 4, 2018 08:46 AM | Report Abuse

I am wondering a simple question. The present market capitalization of petronm is around 2.8B and that of hengyuan is 3.6B
If the proposed 14B expansion is sole for refinery, then why not spend 5B to buy the whole hengyuan. The job is so much easier and cost effective.

Ans :
Good work.
I agreed with your suggestion.
It is a matter whether Hengyuan is willing to sell at 3.6B.

Please read it.
https://www.facebook.com/rhresearch/posts/1849456881732589

Not true.
OTB strategy is to buy and hold.
If wrong, there is a cut loss level to get out.
This article is given incomplete information.

Q4 2017 net profit = 12,115
Q4 2016 net profit = 4,031
A growth of 201%

This is the correct comparison.
Not compare Q4 2017 against Q3 2017.

It is your opinion only, please cannot attack a person with different opinion.
Not fair.

Let time tells who is right.

Posted by Tom > Mar 2, 2018 07:21 PM | Report Abuse

虽然我和otb有吵过很多次，不过只要让我遇到骗子文章，我都会去拆穿骗子的谎言

Ans : You are very gentleman to tell the truth.
OTB recommended Masteel at 0.41, 0.71 and 0.91. Never tell people to chase high.
At present price of 1.07, still have profit to make.

But instead of cut loss based on moving average charts ( OTB's TA), a sifu who has invested so much emotional energy and reputaion on it cannot get himself to issue a sell recomendation......so let me do it for him.

Ans : Not true.
There is a cut loss level to get out. Everyone is aware.

Do not forget the disaster in supporting Hengyuan all the way from $ 19 to $12 presently.

Ans : Buy at 5.95, sold off at 17.50. Buy back at 16.64 and 12.52. Use profit to invest in Hengyuan only.
There is a rule to say that you can invest only 50% of previous holding (profit protection rule).

Please get your facts right. The above is the correct information discussed.

Do not post incomplete information to tell your story and to be a hero when market is down.
Please be fair.

LuoLi,

Please do not post any false news.
True news is fine.
Please be fair to others.
Not sure, please do not post.

Posted by moneySIFU > Mar 2, 2018 04:20 PM | Report Abuse

KYY was misleading readers in writing below, because he had not included the bonus effect over the share price. The impact was not as big as what he described.

The price is dropping from 1.40 to 1.06. Not from 1.80.

LuoLi,

The owner of Hengyuan and Chinese fund should have supported the share price to reduce volatility.

Drop from 19.20 to 11.32 and now 12.20 is not a good image to public since the earning of 3.03 in 2017 is the best EPS in KLSE.

Action needs to be done if the owner wants Hengyuan to be a blue chip.

Should not allow IB to push down the share price until so low.

Post removed.Why?

Post removed.Why?

Posted by pakatan_harapan2 > Mar 2, 2018 10:18 AM | Report Abuse

Good for KYY to expose OTB is a cheater.

You are a stupid idiot to damage Pakatan Harapan name.

Who is a cheater ? Readers here know the correct answer.

If I am not mistaken, OTB recommended Choobee last year at 1.60, same situation appeared.
The price of Choobee closed at 2.57 yesterday.

Let time shows who is Mr Right.

Posted by bluebiznet > Mar 2, 2018 08:53 AM | Report Abuse

OOI TEIK BEE shouldnt post his article here. He should only inform his subscriberS so maybe his subscriberS can benefits from todayS panic sell to buy cheap, it is really like because he care so much of his own face and he actually sacrifice his subscribers benefits. Since you already the shares you recommended is not doing very well in term of financial results, then you should care more on the subscribers to make them recoup their loses or what instead of posting article in I3 to show how great is your past performance.

Ans :
I decided to do it because superinvestor is sabotaging this stock.
Those hold Masteel are victim of circumstance including me.
Thank you.
Ooi

Posted by bluebiznet > Mar 2, 2018 09:42 AM | Report Abuse

I just saw the kyy blog. It seems like US trade war is just beginning, but KYY and OTB war is fierce fighting already LOL

Comment:
So, still angry with OTB !!
OTB is a very careful man, he planned his strategy well. He looks forward and take necessary precaution.

Posted by godhand > Mar 2, 2018 09:03 AM | Report Abuse

actually koon is not wrong. who is going to buy long steel so many unoccupied building in the town. Chances are there is no point building more

Ans : No point talking, please show proof from BNM whether construction of building is growing or not.
Building of condo is not slow down because of population growth.
The slow down is on high cost condo, it is replaced with medium cost condo.
A 30 storey high cost condo and medium cost condo is consuming equal amount of steel bars.
Steel bars are needed equally to build 30 storey condo.
Thank you.
Ooi

Posted by Ooi Teik Bee > Mar 2, 2018 09:19 AM | Report Abuse

Posted by Albukhary > Mar 2, 2018 09:13 AM | Report Abuse

Mr OTB, I hope you can stand firm, I support you.

Please ignore all the comments from the old man, he is lonely and got nothing to do. Everyday he wake up check I3 and see write long article to shoot anyone against him. He got no friend, and his supporter also getting lesser n lesser, especially when many people saw his attitude.

Mr OTB, you have been survive in the stock market for so many years, and I can see you are doing very well. So I strongly believe your FA + TA methodology, and I do believe you have better "business sense" than many others.

Jia you!

Ans :
I recommend good TA and FA stocks only.
I will never buy speculative stocks or losing money counters.
Let time tells me the result.
I had been doing very well in last 5 years following my stock selection criteria.

Thank you.
Ooi

Posted by Ooi Teik Bee > Mar 2, 2018 09:04 AM | Report Abuse

Please check for yourself whether I talk with facts and figures.

Lionind, Masteel, Choobee and Leonfb, the revenue and profit are growing since last year.
I recommend growth stocks but not common sense or business sense stocks.

Thank you.
Ooi

Posted by Ooi Teik Bee > Mar 2, 2018 09:23 AM | Report Abuse

Ssteel - working 3 shifts now.
Lionind - The plant in Johore is in operation now.

They are not stupid. If there is no demand, no reason to increase production.

I stop here.

Thank you.
Ooi


Posted by ValueMaker78 > Mar 2, 2018 09:28 AM | Report Abuse

https://klse.i3investor.com/blogs/koonyewyinblog/149250.jsp

Comment
Look at the above postings to digest yourself.
The price is dropping from 1.40 to 1.06. Not from 1.80.
I am buying on cheap sale now.

LuoLi,

Good facts and figures.
You show your talent to surprise many including me.
Good work.
I believe in you.

Posted by GG_Liang > Mar 1, 2018 10:58 AM | Report Abuse

U made the money quietly by making the most rubbish comments on I3. Yeah right. So convincing

Very sure my comment is better than yours.
At least I back up my posting with facts and figures.
Unlike yours, good in telling lies here.
Good in bad mouth OTB.
Good in talking bad about Hengyuan.
Good in making rubbish comments in I3 which will not help readers here.

Sohai is the one who likes to attack people better than you.

If you invest 100k in 2013, your new capital is 1.7 million.
Result speaks better than word.

Do not need to show the world.
We made money quietly.
Thanks to OTB.

Post removed.Why?

Post removed.Why?

Post removed.Why?

Probability to win is about 80%. There is a record to show.
Champion in 2015 stock pick in I3.
People show records.
If you invest 100k in 2013, your new capital is 1.7 million.
Result speaks better than word.

Always talk bad on people will not bring you any good.

Post removed.Why?

I tell you to be an investor, not a trader.
Shutdown in Q3 2018 is already a known fact.
Smart investor already factor it in calculation of EPS.

PER is a simple but effective tool to gauge the intrinsic value of a stock. Like it or not, it is a international gauge tool.
I still buy on this cheap sale, I used my profit to bet on this undervalued stock.
No matter what is the outcome, I still sleep very peacefully at night.
I used my profit to win big.

Posted by GG_Liang > Feb 28, 2018 11:22 PM | Report Abuse

Otb won't appear when stock price drop. He doesn't wanna give impression to newbies that he recommended a losing counter

Feb 22, 2018 10:24 PM | Report Abuse

Posted by GG_Liang > Feb 14, 2018 12:14 PM | Report Abuse

You see. Your idol otb appeared on masteel page because it went up. Lol

OTB recommended Masteel when the price is about 0.41.
All his followers are laughing all the way to the bank.
OTB made a few of us a millionaire in 2017.
Do you help any reader here to be a millionaire ?
You only help readers here to spread bad news.

Post removed.Why?

Posted by Kesley Tan > Mar 1, 2018 08:35 AM | Report Abuse

I think the market is forward looking, so does the PE.
With hengyuan going to pay tax and shutdown 2 months in 2018, are they going to surpass 2017 result?
very hard.

assuming 200EPS whole year 2018, at price rm13, its pe roughly 6.5 - fully valued.

Comment:
You are very good in counting, I believe you will do well in your investment.
There is a benchmark for all refinery stocks in the world.
US refinery stocks are trading at PER = 22
China refinery stocks are trading at PER > 15
Spore refinery stocks are trading at PER = 15
Other refinery stocks worldwide are trading at PER > 15
Assuming like you said, EPS for 2018 is 2.00,
PER = 15, fair price is 30.00.
PER = 10, fair price is 20.00.

No matter how you count, 13.00 is really undervalued.

Please compare apple to apple.
There is a 25% tax on Q4 2017 result. Without this tax, Q4 2017 result is still better than Q4 2016.

PBT of Q4 2017 is 247M against 207M in Q4 2016.
Please note that there is no tax on Q4 2016 result.

You need patience to win big.
Please be focus and let profit runs.
Your money and your decision.

Let them sell, 2 more days only.
Important things to note :
Q4 2017 result must be good.
Declare dividend at least 0.50.

The price will skyrocket up the roof automatically.

The management of Hengyuan is willing to meet analysts and fund managers after Q4 2017 result announcement. This is a big change and good strategy.

Right strategy to collect at 15.06 since there are so many sellers.
Let the sellers clear at lower price.

My 2 cents opinion, Masteel is better than Annjoo.
To me, Masteel is the best among big 4.

Posted by 3iiiHAMKACHAN > Feb 26, 2018 12:39 PM | Report Abuse

Just half day earned 24k .how about u dragondog?

You will make a lot of money this week until you do not believe it.
Let me know after 1/3/2018.

Posted by Fund_Manager > Feb 22, 2018 12:57 PM | Report Abuse
Good QR results. Dont miss the boat.

Posted by Fund_Manager > Feb 22, 2018 01:15 PM | Report Abuse
HY Going to limit up after the QR announcement

Posted by Fund_Manager > Feb 22, 2018 01:21 PM | Report Abuse
Just buy on weakness. QR will be out any time from this evening onwards.

Posted by Fund_Manager > Feb 23, 2018 02:42 PM | Report Abuse
BIG funds coming in before close of the day

Posted by Fund_Manager > Feb 23, 2018 03:02 PM | Report Abuse
We are coming in a BIG way. Stay tune...

Posted by Fund_Manager > Feb 23, 2018 03:10 PM | Report Abuse
Dump now means you are dumping a pot of gold into the sea. But its up to you...we are still collecting at RM 15

Posted by Fund_Manager > Feb 23, 2018 03:22 PM | Report Abuse

Who are you? We buy into wharever stock that is undervalued. Whatever people throw at us we will buy up at 15

Comment
Please read all postings by Fund_Manager.
Suggest all readers to read it very carefully.
Hengyuan is going to limit up after the quarter result announcement.
His fund is collecting at RM 15 on 23/2/2018.
Result will show in next few days.
Please be patience to wait for good news.

PureBULL,

A good report.
History repeats itself.
In historical truth, HENGYUAN price was always ahead of PETRONM 2 to 3X since almost 20 yrs ago.
I had checked and confirmed your statement is true.
Good work.

Posted by SuperPanda > Feb 24, 2018 10:33 AM | Report Abuse

Prev qtr was very good, hard to beat in this qtr. Myself est earning >25m. Lower on qoq but will 600% on yoy (since Q4 prev year only 4m).

Comments
Previous quarter there was an extraordinary gain (around 20M) which is not counted as part of operational profit.
This coming quarter result can produce 20M is good enough.
Better still it is > 25M.

We share information here with the most important intention is to make money.
We are not here to attack or fight with anyone.
No wrong or no right.
No I am smarter than you.

Bill Gate agreed that he is not so smart in school, those smart classmates are very good in study and becomes engineers to work for him.

satan118,

You just post it if you think that you are right.
Please come out the figures again.
I like you, you are a hardworking person.
Good work.

satan118,
I am not an accountant, I do not know whether Reinvestment Allowance of 495M can be allowed to be used to offset the earning.
You need insider information to confirm it.
I just make my assumption.
I may be wrong.

Post removed.Why?

satan 118,

I think there is no any impairment write off. I think Reinvestment Allowance of 495M is to cover all losses if any incurred during shutdown.
Look at the previous report, when there is a shutdown, it is always a loss incurred.
To be safe, assume no impairment write off.
We had discussed this matter with our team, we feel that there is no impairment write off.

Posted by Tung Kwang Yii > Feb 23, 2018 11:32 PM | Report Abuse

Next week may hit rm 18

Ans : I say if only ... may not be true.
If the price is limit up after QR announcement, the price of Hengyuan should be > 20.00 easily.

Let us hope the price is limit up after QR announcement.

satan 118,

2) forex gain rm152m refer to davidslim article.

Ans : The banks and BNM just approved the loan in January 2018, you need to draw down the loan to repay the RM 1.2 billion loan borrowed in USD. This will take time to draw down, hence you cannot take fully quantity.
Assume the draw down is at the end of February (we do not know), the forex gain is (152/12*10) = 126 million.

3)get to know HY not run at full capacity. Hy mgmt will definately refine more stock to keep right? So they might run production at full capacity for certain period b4 the shutdown. So, why not use the 2016 figure as referrence leh. Coz the 2 months production bbl amount has been done b4 the shut down mah.

Ans : Euro 3 cannot be used after January 2019.
The present production is Euro 3, do you think the Hengyuan management wants to take high risk to keep very high inventory of Euro 3 which will be obsoleted after January 2019.
To be safe, I suggest you should consider to take off 2 months production. Usage should be (40M/12*10).

You should also report full tax for 2018 earning.

This method of calculation is more conservative and I think it should be more accurate.
I am on the same boat with you, I also want Hengyuan to report higher profit.
When we do calculation, we should give provision to avoid high chance of mistake.
Strictly my opinion only.

EPS of Hengyuan for 2017 is 3.70.
Present price of Hengyuan is 15.08
PER now is 4.07

If you ask any reader in I3 the below questions.
Is the price of Hengyuan undervalued ?
Is the price of Hengyuan cheap ?

I am very sure, the answer is undervalued and cheap respectively.

There is an ego here, someone said it is not cheap.

To all men in the street, the common answer is undervalued and cheap.

Posted by Fund_Manager > Feb 22, 2018 12:57 PM | Report Abuse
Good QR results. Dont miss the boat.

Posted by Fund_Manager > Feb 22, 2018 01:15 PM | Report Abuse
HY Going to limit up after the QR announcement

Posted by Fund_Manager > Feb 22, 2018 01:21 PM | Report Abuse
Just buy on weakness. QR will be out any time from this evening onwards.

Posted by Fund_Manager > Feb 23, 2018 02:42 PM | Report Abuse
BIG funds coming in before close of the day

Posted by Fund_Manager > Feb 23, 2018 03:02 PM | Report Abuse
We are coming in a BIG way. Stay tune...

Posted by Fund_Manager > Feb 23, 2018 03:10 PM | Report Abuse
Dump now means you are dumping a pot of gold into the sea. But its up to you...we are still collecting at RM 15

Posted by Fund_Manager > Feb 23, 2018 03:22 PM | Report Abuse

Who are you? We buy into wharever stock that is undervalued. Whatever people throw at us we will buy up at 15

Comment
Please read all postings by Fund_Manager.
Suggest all readers to read it very carefully.
Hengyuan is going to limit up after the quarter result announcement.
His fund is collecting at RM 15 today.
Result will show in next few days.
Please be patience to wait for good news.

Most of investors used EPS and PER to find the intrinsic value of the stock.
This is the basic rule.

Posted by Fund_Manager > Feb 22, 2018 01:15 PM | Report Abuse
HY Going to limit up after the QR announcement

Posted by Icon8818 > Feb 23, 2018 07:05 PM | Report Abuse

Monday should gap up!

I dont know TA, but looking at today's trading and last 2 days there is super strong accumulation.

All tell-tale signs of an explosive qtr results!

Comments :
I believe Fund_Manager's statement that the price of Hengyuan going to limit up after the QR announcement.
His fund is buying all 15.00 trades today.

Posted by yus7888 > Feb 23, 2018 04:25 PM | Report Abuse

No further expansion, No further increase in Production, No further acquiring, All the Fundamental exactly the same as Shell Malaysia

Hengyuan use Chinese technology to convert Euro 3 to 4 at a minimum cost.
Chinese management is more efficient and cost effective.
Former Shell management purchased crude oil at high price and past it to Shell Malaysia.
Chinese management produced record profit in 2017.

I quote Robert Kuok's statement here again.
"Good Chinese business management is second to none; the very best of Chinese Management is without compare. I haven't seen others come near to it in my 70-year career" Robert Kuok