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2022-06-07 17:13 | Report Abuse
https://www.tradingview.com/chart/?symbol=NYMEX%3AGZ1!
Would like to confirm the above is the amount paid by goverment to HY?
2022-06-06 16:22 | Report Abuse
Did HY mention who is the buyer for write down stock?
2022-06-05 13:14 | Report Abuse
Nobody know which company will earn more in the 2nd quarter. Now both companies are on the 风口 since crack spread is keep on increasing. Just sell high and buy low between petronm and HY.
2022-06-04 18:19 | Report Abuse
Both share price tend to follow each other.
2022-06-04 18:18 | Report Abuse
HY and Petronm both are involves in refinery. The best strategy to deal with HY and Petronm is buy both and then sell the one who go up first. After selling, buy the remained one which is still stagnant or lagging behind. Please check both historical share prices. Nobody know which company will show excellent result in the coming quarter.
2022-06-04 08:04 | Report Abuse
Diesel price even higher 52.395, up 10%. This will even bring more profit to HY since it can produce more diesel
2022-06-03 21:50 | Report Abuse
HY need time to show us what they have achieved in 2017. Be patient.
2022-06-03 19:07 | Report Abuse
@Probability, those with lower crack, high profit is not layman. They just want cheap entry by misleading true layman investors. Thank for sharing all the information and analysis.
2022-06-03 14:32 | Report Abuse
AGM first then followed by release of quartly results
2022-06-03 14:20 | Report Abuse
@subwayzzz
Q2 result should be able to reflect the high crack spread. Q1 got too many unexpected event which erode the profit. Petronm and HY both also got hedging loss. Even more, HY got inventory write down RM 131558000 probably due to purchase of Russian oil. Without the write down, total profit for HY will be RM 179014000 or EPS RM 0.597.
2022-06-03 10:06 | Report Abuse
For Q1:
The 1Q 2022 performance was mainly contributed by improved crack for Mogas, Gasoil and Jet Oil fuel,
coupled with increase in sales volume as compared to the corresponding period in 1Q 2021.
2022-05-31 15:15 | Report Abuse
Still got so many buyer today
2022-05-30 21:08 | Report Abuse
Q1 result is good. Earn more than corresponding period. Just less than our high expectations.
2022-05-30 20:48 | Report Abuse
Q1 result before hedging and other loss is quite amazing. Now my head is full of questions how the hedging and inventory write down lead to erosion of profit. Fortunately, the management tean also mentioned the crack spread contribute to the profit of Q1. This mean that crack spread will contribute more to Q2 profit since the crack spread is much higher in Q2. So does the sale volume.
2022-05-30 20:44 | Report Abuse
@Probability, Thank for your analysis. I believe what your analysis will come true.
2022-05-30 17:49 | Report Abuse
@SSLee, any idea on the loss on derivative?
2022-05-30 17:43 | Report Abuse
Don't be too disappointed.
Quoted from the report:
The 1Q 2022 performance was mainly contributed by improved crack for Mogas, Gasoil and Jet Oil fuel,
coupled with increase in sales volume as compared to the corresponding period in 1Q 2021.
Lower net foreign exchange loss and lower manufacturing expenses further improved the profit after
taxation quarter-on-quarter.
2022-05-30 16:57 | Report Abuse
Limit up how to buy
2022-05-29 08:09 | Report Abuse
Cw26
Exp 3 April 2023
Price 4.88
Ratio 5:1
2022-05-29 08:07 | Report Abuse
Can consider w26
2022-05-28 07:46 | Report Abuse
Quarter report also changed date to announce. How strong will to press down the price
2022-05-27 13:25 | Report Abuse
Mari mampus sama sekali
2022-05-27 12:19 | Report Abuse
If the result out during lunch break is excellent, CIMB will be out of control. Anywhere the loss have been minimized by price pressing down from Tue to Thursday.
2022-05-27 10:18 | Report Abuse
Today the result might out during lunch break
2022-05-26 15:59 | Report Abuse
Q1 might not satisfy all party. High crack spread began Q2
2022-05-26 15:54 | Report Abuse
Not many contra player
2022-05-26 15:53 | Report Abuse
Tue trading 91k
Wed trading 84k
Thurs trading 31k till 4 pm
2022-05-26 13:05 | Report Abuse
CW is based on five day average price. If few day low already helpful to lower the settlement price. It will be too risky to keep five day low. Other player might take the golden opportunity to accumulate it.
2022-05-26 13:02 | Report Abuse
Now is time to accumulate since result might come out any time.
2022-05-26 13:01 | Report Abuse
Agree@vinc3362.
Somemore Ron97 just increase another 37 cent today. Refinery margin still attractive here. I can't find any reason to stop me from buying HY.
2022-05-26 12:55 | Report Abuse
I just top up WC 25. Trading volume for HY is low- only 19931 compared to Tue and Wed. Not sure still got how many contra player remained. Buy or sell depend on what you believe. All adult and must be responsible for own behavior.
2022-05-24 14:34 | Report Abuse
Please recommend the share which will show strong earning like HY. Thank you
2022-05-24 14:33 | Report Abuse
Agree @ profit profits. C22 settlement next week. Current problem in oil price is limited refinery capacity. I have no idea what share to invest after dumping HY which is ride on the current rise trend. Plantation stock? Labour shortage and skyrocket fertilizer cost.
2022-05-24 12:59 | Report Abuse
HYR sure will earn big. Will know how much earning next few days. So does the target price. RM 20 or RM 50. However, journey to RM 20 is not easy and straightforward.
2022-05-23 17:42 | Report Abuse
Result not out yet still can press. Once result out will fly
2022-05-20 09:55 | Report Abuse
@valueguru, what is the asia crack spread now? Any spikes?
2022-05-20 09:42 | Report Abuse
Check cw27. Conversion price is 8.88 plus 8:1 ratio.
2022-05-19 18:23 | Report Abuse
FED wants soft landing.
2022-05-19 13:41 | Report Abuse
HY result 31 May
2022-05-19 13:29 | Report Abuse
Next Friday petronm result might come out
2022-05-19 11:47 | Report Abuse
Last call for HY.
2022-05-19 10:00 | Report Abuse
Main course is yummy
2022-05-19 09:59 | Report Abuse
Petronm is side dish. HY is main course
2022-05-18 15:53 | Report Abuse
Seem like consolidation today.
2022-05-17 20:50 | Report Abuse
Let see tomorrow Ron97 price
2022-05-17 16:15 | Report Abuse
Now seem like everybody know about the crack spread is much gretaer than 2017. The perfect storm is forming.
2022-05-17 16:06 | Report Abuse
Betul juga. Peace before the storm.
Stock: [HENGYUAN]: HENGYUAN REFINING COMPANY BERHAD
2022-06-16 16:43 | Report Abuse
Current condition is will the world shift into recession based on what has happened now.