Hi. What happened ah?

Pang, one minute you say listen to him and next minute don’t listen to him. I’m waiting for you to delete more of your posts here and everywhere

Listen to yourself

I read talks here of foreigners taking over TG

Red Bull

Bob, like I said… they should be thinking of monetising quite a few of their assets that I’m sure will never be become factories. I haven’t had time to study the locations of all those real estate assets but, if some of them are adjoining parcels of vacant land, then TG can be a real estate developer. In fact, I think they should seriously think about it. Or work harder a bit and spin off a REIT…

Bob and Ular,

I personally think Tan Sri bought investment properties (in his private ventures) for his own reasons. For me, I think his purchase of Icon Tun Razak long time ago was decent but his purchases of Mines2 and the Menara PJD was a bit short sighted imho. These are all using his own money, nothing to do with TG

TG is one of the best fundamentally sound PLCs in Bursa. Their balance sheet is superb; RM4 Billion in non current assets, borrowings are super ok, equities absolutely trounce liabilities

It’s just that the mood is bad for gloves. TG should not be 70cts

If some recall, I traded this more than a month ago. I think it’s worth looking at; how many PLCs can claim more than RM200M in FYE net profit?

TG should sell some of its 100 properties (many are vacant land). They’re paying interest on vacant assets. They’re unlikely to build more factories on those vacant land… or they can become an industrial developer. TS LWC is an avid property guy as we all know

Uzma is the name of someone very close at heart to the boss… now you know…

Lol. At first it’s over bought from just above 50 cts. Now it’s over sold

In one week, Pang will delete his posts here

I follow no one but myself. I bought in July. Was a bit worried at first but it’s ok now

Lol this Pang always like that. At least that rr67 fella never delete his posts even if he was wrong

Lol this Michael… 40cts and then 83cts

Export driven company. Earn in USD with cost in RM

It’s like our very own Ikea, with all products flat packed resulting in labour cost reduction

Less than a year since IPO…

Lol as usual Pang has deleted all his posts

Facts are based on true accounting as reported. Facts are the share price movements

Shouldn’t HY be over 6 bucks or more after their last QR?

You all wanna agree with Uncle Buffett that wanted to abolish quarterly reports? What would happen to our Bursa if this happened?

Remember the 3 main market participants in Bursa and elsewhere…

I never advise

Probability, I can be a teenager or a really old dude or even be another Lee Thiam Wah. That’s below the belt from you. And I ain’t a lady that gets sensitive about age questions

A public listed company is not defined by opportunities and circumstances when it comes to its share price. Why are we here? The company’s performance or its share price movements?

Record breaking profits with no real enthusiasm from “investors”. Cash balance reduced, debtors and creditors both increased, liabilities way higher than equity. That’s at least 3 quarters in a row last time I checked

The MTN? Look at my above paragraph…

Lol probability wants to know the truth

Truth’s been there for 5 to 7 years when it comes to the company. Truth’s been there for the past 5 months when it comes to the share price

Trade it like I said before

Ular, personally I find your style of posting annoying (“Haiyoh” “Correct”). I honestly think you seem have gotten into a certain mindset or habit

But don’t mind me, as long as you are doing well

As for your question, since your only career is trading and you spend a huge amount of time in this i3 forum, perhaps you can search all of my comments here in this HY thread

PS. So what’s happened to your sifu Sting?

Dunno why you guys are still comparing HY with Petron. Just look at the shareholdings for both

There is no comparison. That’s why the share prices for both are what you see. It’s this simple. Ignore the crack spread “info” provided by a few here

It’s not about these two companies’ probable profitabilities… c’mon… you don’t see it?! I’d mentioned this several times!

Domp, it’s a solid company. Spoke with their CFO before. Plennyo assets and cash. Tight shareholdings, however, may be a hurdle for share price movements

Go to the other furniture company, mates…

Not my (only)kid, Dicky :)

23 and still my baby. I make sure he knows :) He knows he’ll forever be my baby

If you have kids, love the hell outta them ;) :)

Developers want to make as much money as possible. Escalation of land cost have made them construct bigger properties. “Build them bigger and they will buy”

It’s like shops. From single storey to double storey to multiple stories now

This is where the local district offices have a huge part to play. They must be wary of granting high plot ratios for any land. Plot ratios are super important to developers

Many many years ago, I had approached PPB and they told me they have a piece of land for sale along Jalan Perak near KLCC. I had emailed TS Leong Hoy Kum (he was “only” a Dato back then, he personally replied emails… now he has at least two secretaries) and he replied with a “Give me all the info you have, Anthony”. He didn’t buy bcoz the plot ratio wasn’t high enough to justify PPB’s asking price

Mah Sing is a prime example of building as much as they are allowed. Look at the former badminton stadium along Jalan Cheras; JV with DBKL, big plot ratio. The skyline and horizon has been completely blocked out by all those thousands of apartments, sigh…

Those huge mansions are for showing off. The land it sits on is the most important thing. Every single property investor I know (including PLCs) agree

Look at the building JAG bought very recently. I had called them and they said the same thing : Land. The buildings on the land are basically worthless

Btw, since I mentioned JAG : They’re getting 11% yield with TM as the tenant. That’s stupendous return in this day and age of property investment

Buy a small single storey bungalow with a decent sized garden. It doesn’t even need to be in your preferred location. The kids won’t mind driving far to visit you

Charles, it’s coz the big fellas bought HY, steel and plantation counters a long time ago

It’s not they “prefer” new tech stock; they are opportunists that prey…

Tree, I was merely teasing :) And testing as well! It’s good that a few hundred thousand share sell bids at 90cts were slapped this afternoon

Well then willsmith, likewise and ditto, eh?

Hmm… more than 1.5M shares at 90cts being asked… gawd….

I have gotten tired of this thread. probability here is like calvin over there

I’ve said HY is fundamentally bad but is good for trading. All the best to holders

Ooh… everyone read the boasting above? I’ll ignore that person from now on…

Huh? I said I bought on 15 July LAST YEAR and sold half at 77cts and still holding the remaining half.

I said I contacted a specific person at Syscorp on 10 June LAST YEAR

Anyone here bought Syscorp LAST YEAR?

willsmith, I gave my reason why I bought LAST YEAR. I was polite even tho I said I took profit coupla days ago at 77cts

What’s your problem?


Posted by willsmith > 30 minutes ago | Report Abuse

@Rr88 what pang72 say is true. you have been wrong so often recently, anyone follow you missed out so many opportunities in a down market to make big money. Your calls all so sucky, very bad.

@Anthonytkh Do you enjoy patting yourself on the back and telling everyone? Do you look in the mirror and pat your zakar and say it's so big?

Probability, so much info from you. Thanks

So how would you compare Hengyuan with, say, Valero (VLO)?

Specifically, how do the numbers compare (cash, debtors, creditors, borrowings, real estate assets, leverage ie. equity vs liabilities) for these two companies?

It’s quite okay if you don’t have the time because it involves different accounting rules and regulations for the two countries. Thanks

Hmm… good call by my good self yesterday… will monitor and see what I wanna do with my remaining half of units…

Sorry… who’s this Mabel and why the meowing?

Sslee, I only entered Bursa market in 2020. I was trading US options market before that but couldn’t handle the time difference health stress

Hopefully lessons will be learned why a substantial shareholder sold until they are no longer substantial shareholder

It’s summarised as “We took profit. We can then trade w/o the company needing to announce our shareholding changes”

We’re not talking about a shareholder selling from over 10% (EPF) or 6% (PNB) to 2-3% in around 6-7 years. These two funds don’t do that if they believe in a company. EPF keeps buying Dialog for interest’s sake

Anyway, peace. I understand. I want all stocks to go up but it’s very clear to me HY simply has bad fundamentals. In fact, their fundamentals keeps deteriorating qoqoqoq

The super profits and its share price… there you have it…

Sslee, that’s how it is. You forgot to include the words “selfish”, “ego” and “hiding behind keyboard”

Hengyuan just isn’t fundamentally good. Hasn’t been for a long time. If it’s good, why would EPF and PNB keep selling?

On 10 June 2021, I had emailed Syscorp attn to Richard Ling with a business proposal to raise funds for Syscorp. They weren’t interested. I bought on 15 July 2021. This is usually one of the ways I invest in a stock; same thing happened with MSC after I spoke with them whereby they said they don’t need to raise funds (MSC was below RM2 at the time, I bought, sold up to my cost to own free shares and then gradually started selling at RM5 and eventually sold all of it after tin price slumped badly)

Queued at 8.31am today to sell half my Syscorp holdings at 0.770, all matched at 9.46am!

I’ll hang on to my remaining shares

Ular, who is this sifu of yours? Sting? My suggestion : Find more “sifus”…

Just ask yourself this question : Are you hoping?

Bad fundamentals qoqoqoq. Big local funds kept selling. Inconsistent dividends.

Go have a dialogue with EPF and ask them what’s their rationale and criterias for investing (as in buying and buying one company’s shares instead of selling and selling another company’s shares). They will answer with only one worD (with two reasons).

I had posted here several times HRC has bad fundamentals (just check and compare the numbers for the past 3 quarterly reports, check the cash in hand, the debtors, the creditors, the equity vs liabilities… it’s bad) and that both EPF and PNB had sold down their holdings substantially from circa 2015-2017 (from more than 10% to 2% for the former and from 6% to 3% for the latter). Both became non substantial shareholders and because of this they can trade without any need for company announcements

If you are interested in OnG counters, go check which one specific counter EPF have been buying and buying (EPF held 11% based on that company’s 2021 AR). Super good fundamentals. RM8 Billion equity vs RM3 Billion liabilities

They never entertained me when I approached them to monetise their assets coz I felt they may need some money after I read their balance sheet…. That was during MCO time…

Imagine if there’s a “HuatYuan” petrol pump retail spinoff, hahaha

Can’t fight the market. Record profits. 300M shares. 10ct dividend. Fundamentals got worse qoqoqoq

Sigh…

Hengyuan’s fundamentals keep getting worse every single quarter. EPF and PNB kept selling til no more being a substantial shareholder (and so they can trade, pump, dump whenever they choose w/o any need to disclose)

Hengyuan is for careful trading imho

Holy wackamoley! Excellent profits, huh? Gratz to those entitled to the 10cts divvy.

But fundamentals got worse… omg

Tree, on the 5th of May last year, RHB included this in their Top20 Small Cap Jewels coverage. I’m not sure whether you or some here have that document

Price at that time was 75.5cts. RHB’s TP was 1.15-1.22 back then

It’s quite tough sometimes to read much into IBs’ TP due to various reasons (which you, Tree, surely is aware of regarding such coverage)

I think 85cts is the crucial price. Significant trading dates were 4th, 9th and 17th this month. It’s obvious there are shareholders holding on tightly