HY red...seems like a lot of people disagrees or never comes to i3.....lol

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sure or not or pretend brave?

SALAM > Feb 1, 2018 10:34 PM | Report Abuse

Many are telling HALF TRUTH because no one knows the REAL TRUTH...No truth is better than half truth..I chose to believe the better truth of DavidslLim...

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$ 13 is mid way. show not over.

if like S Oil , margin drop by 23%............
cry no tears......so, keep to results season or not?

Your pick.......

I declare I have no financial interest but never to miss a good show.


==================

S-Oil Q4 2017 summary for refining profit (based on refining margin):
Q32017: 336.4- 30 (inv gain) = 306.4 Bil KRW
Q42017: 332.3 - 95 (inv gain) = 237.3 Bil KRW

Refining margin for S-Oil has dropped approx. 22.6% QoQ.

when crack spread crackers gets buried.....its called justice

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I have a feeling crack spread crackers such as stockraider is being buried this round.........hahahahaha

who else?

all misled by crack spread crackers

lol


Posted by InsiderR > Feb 1, 2018 04:50 PM | Report Abuse

Korean SK Innovation Q4 2017 result released on 31th Jan 2018.
Below summary for their Refining business (Figure based on margin excluding inventory etc.):
Q32017: 526.4 Bil KRW
Q42017: 422.7 Bil KRW
In other words, refining margin for SK has dropped approx. 20% QoQ.
Pls note that SK refinery is more complex than Hengyuan.
As per SK QR, Q42017 SGP GRM is USD7.2/bbl.<<<


Thks

short term quarter profits is just that ...short term quarterly profits....nothing has changed.

who says investors must be obsessed with Dec crack spread?


it is better for investors to be obsessed with long term business outlook and management.

Kenny Rogers - The Gambler (1978).......good attitude


obsessed with Dec crack spread.....bad attitude

depeche

davidslim analysis can be right and still lose money one.

zhuge

in China, there is a name for small refineries like Hengyuan, Shangdong.....they call it teapots.

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sharks and ikan bilis
both also can make or llose.

goreng stock, good advice

can you force the market to look at things like how you look at things?

or should you read what the market says?

for last couple of weeks, everyday foreign funds inflow of money , yet HY everyday drop........what does this tell you about how serious money look at PE7?

too bad the price come down from $19 to now.....that is the real thing...all else are an illusion.

can Zhugeliang force the market to comply with his PE wishes?

I say he cannot

author trying to force market to comply with his views.

final result will determine who wins.

pity author
how much in paper losses already?

i3 people obsession with short term results
bank analysts are longer term in their analysis.

Agree.
Definitely there are some people come to this forum with ill intention.
They just shout 'buy' baselessly.

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will somebody write how crack spread send him to Holland?

got crack spread 9a even

where are the crack spread agents?

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terrence, there are more to share price than your calculations. how about future?

there are

where are the crack spread agents?

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lets develop the traits of a super investor.

don't be takut takut

takut takut where got mice left?

to catch a lot of mice is the objective.

hahahaha

kc have not met Malaysian super investors but I have....

quite a number as well.

the 7 traits above.....KYY have all the above as other Malaysian super investors.

go develop your super investing traits.

so there is no misunderstanding, let's just say sell between $ 14 - $ 19 for shares bought between $ 6 - $ 8 is smart.

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the theory of borrowing / EV is a sound one for shareholders

bankers have their evaluations . when circumstance change, bankers change even more like taking away your umbrella.

KYY has warned about the over supply of properties and over building....


to each his own, I guess.

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sl

with current liabilities so close to current assets....Masteel is a rather risky company with bankruptcy risk on any bad fortune.

I think Choivo has written a wonderful piece but I think any share also can speculate / trade, including blue chips

and any share also can invest, including loss making and penny stocks, it depends on what you know and believe.

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cheapest airline in the world

some weeks ago the key words were crack spread, Mogas Singapore Dec quarter.

nowadays the key words are "crumbling refinery profits" as in Star business page.

run fast ho sai kie