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2022-08-12 14:31 | Report Abuse
recent drop is manipulated by syndicate, press for retailers to average down and finally cut loss. this stock worth 4. but can a person sleep well with huge paper loss?
2022-08-12 12:01 | Report Abuse
buying from RSS will help them rich only. The more u buy, the more they unload and short.
2022-08-12 11:58 | Report Abuse
why give your hard earn money to the short seller? at 2.08 they keep short
2022-08-12 11:52 | Report Abuse
afternoon another 0.2 to lose. RSS 2404200/ today may see 1.9X
2022-08-12 11:28 | Report Abuse
RSS active at 2.08. more downside
2022-08-12 11:25 | Report Abuse
retailer buy more drop more. average down for cut lose?
2022-08-12 10:51 | Report Abuse
will only rebound when retailers is out. retailer bought more, it drop more
2022-08-12 10:21 | Report Abuse
2.15 to let you buy and dip to 1.89 for you to cut loss, never catch the falling knife
2022-08-11 13:01 | Report Abuse
货源归边。货到散户还是庄?
2022-08-11 12:52 | Report Abuse
Iran nuclear deal is not good to aheng.
2022-07-31 15:53 | Report Abuse
Q3 make millions profit through hedging.
2022-07-08 08:59 | Report Abuse
crack spread up, worry about hedging loss. crack spread down, all forgot the function of hedge. Third quarter Hedging Gains. Huge profit for second and third quarter.
2022-06-28 12:04 | Report Abuse
https://www.npr.org/2022/06/27/1107748722/tokyo-warned-of-power-crunch-as-japan-endures-heat-wave
Japan also faces a potential shortage of fossil fuel imports amid sanctions against Russia over its invasion of Ukraine.
2022-06-23 17:14 | Report Abuse
do not underestimated the volume of Hedging loss. who know their swap contract is in 6 months terms or what? EPS 2.00 for second quarter is mush realistic.
2022-06-23 12:21 | Report Abuse
EPS 3 is something over optimistic.
EPS 1.5 enough to push Hengyuan beyond 10.
2022-06-20 09:08 | Report Abuse
call warrant very high premium. Banker is support the share price to sell high cw
2022-06-13 15:01 | Report Abuse
No matter how good the Q2 is, do not against the trend.
2022-06-09 18:59 | Report Abuse
hengyuan hedge USD 26 , one month later , if crack spread hit USD 33.
Hengyuan loss USD 7. But hengyuan make profit USD 33 from physical market
33- 7 =26 = Hengyuan profit.
If crack spread down to USD 20
Hengyuan gains 26-20 = USD 6 from hedging
and still make USD 20 from physical market. total profit is 26
hedging is a tools to reduce risk and lock in profit. hengyuan already lock in millions profit since April. EPS 1.2 just a piece of cake. do not trust anybody here, do your own research.
2022-06-09 18:30 | Report Abuse
https://klse.i3investor.com/web/blog/detail/nanyang_stock_expert/2022-06-09-story-h1624285721
this uncle is the best indicator , his record almost 100% accurate. but in opposite way. 1.99
2022-05-27 09:59 | Report Abuse
probability
what do you need worry on Hengyuan Q1? - only hedging / derivatives loss
but why so concern about derivatives loss now? Hedging is only done when margin is thin, Q2 onwards expect no more hedging loss...
-----------------------------------------------
Dear Sir
is this an assumption or statement?
If above is written by Hengyuan Managment. it weill reach RM20 in 3 months for sure.
Thankyou for always sharing good info.
2022-05-16 13:05 | Report Abuse
probability
Updated with 3 more Russian vessels. April itself 4 vessels now!
https://klse1.i3investor.com/blogs/2017/2022-05-15-story-h1623242016-T...
Since Urals dipped, they have actively increase the intake beginning April. At least 4 vessel per month now
Thanks for your sharing
16% of 10m barrel X usd 50 X 4.3 = 344m from Russia
10m X usd 21 X 4.3 = 903m from crack spread
EPS 3.50 in 2nd Quarter?
2022-05-08 09:17 | Report Abuse
Petronas being one of the largest petroleum producers in the world, will also increase its selling price. >>>If Hengyuan bought 109.7/barrel from petronas, she will sell 135/barrel. KYY know nothing about crack spread? I dont think so, He purposely ignore the crack spread and inventory gain.
https://www.tradingview.com/chart/mgDGRZGu/?symbol=NYMEX%3ACL1%21
Oil enjoy a marvelous uptrend , from the chart , obviously Hengyuan will made huge profit from the inventory gain.
https://www.tradingview.com/chart/mgDGRZGu/?symbol=NYMEX%3ACL1%21
and please check the crack spread , is record high.
PAT 900 M is doubtful , but 300 m to 800 m is certain.
2022-03-22 09:21 | Report Abuse
If they made 250 M loss in hedging , they still make 510 M profit in sales> Inventory gains alone can cover all the losses in hedging. PBT about 500 M , sound good?
2022-03-22 09:12 | Report Abuse
Profit from sales is much greater than hedging loss. Inventory made huge gains.
2022-03-22 09:05 | Report Abuse
If the sales is low, HY will suffer hedging loss. See the demand.
2022-03-18 13:41 | Report Abuse
3 legs , next week MACD gold cross , can up 60 cent from here?
2022-03-18 09:29 | Report Abuse
when oil price down, worry about inventory loss. when oil price up, worry about high operation cost.
crack spread up, hedging loss, crack spread down, business loss
No matter how you think. HY made huge profit in this quarter as they earn big in inventory gains and advantage of crack spread.
2022-03-17 15:08 | Report Abuse
With such high crack spread , HY make a lot of money at physical market but may loss in hedging
Assume crack spread profit 513 m
hedging loss 250m
inventory gains for Jan -Feb= 256m
lets see is this Q can challenge HY highest EPS Record of 120.59 in 2017?
2022-03-17 10:06 | Report Abuse
Just as oil producers and consumers have the ability to hedge their exposure to volatile petroleum prices, refiners have the ability to hedge their exposure as well. In fact, one could argue that refiners face an even greater need to hedge than producers and consumers as their profit margins are based on the price of not one commodity, but at least two and often several: the price of their input (crude oil) as well as their outputs (bunker fuel, heating oil, gasoline, diesel fuel, gasoil, jet fuel, etc.). In order to mitigate their exposure to crack spread price volatility, many refiners hedge the crack spread by purchasing crude oil futures or swaps and simultaneously selling refined products futures or swaps as the results allows the refiner to lock-in or fix the refining margin.
https://www.mercatusenergy.com/blog/bid/72741/an-introduction-to-crack-spread-hedging#:~:text=In%20order%20to%20mitigate%20their,or%20fix%20the%20refining%20margin.
2022-03-15 15:28 | Report Abuse
worldwide market crash 2.5 is not dream
2022-03-15 12:47 | Report Abuse
if 3.6 break, see u at 3.3. C22 gg
2022-03-15 09:50 | Report Abuse
Q at 3.8, will it go to 3.6?
2022-03-14 16:38 | Report Abuse
who chase high c22 that day have to wait for miracle
2022-03-10 15:13 | Report Abuse
sorry for those cut loss this morning, rebound, uptrend intact
2022-03-10 08:56 | Report Abuse
https://my.tradingview.com/symbols/NYMEX-D1N1%21/
Mogas 92 crack spread 17.9. History High.
2022-03-09 17:11 | Report Abuse
hold and buy more when come to 3.8
Stock: [HARTA]: HARTALEGA HOLDINGS BHD
2022-08-12 14:45 | Report Abuse
RSS IDSS set the perimeter at 2.08.