Question now is how soon the sanction can be lifted. Even war ended doesn't mean the aanction will be lifted immediately. In addition, there are not many new investments into refinery due to ESG issues. All these are positive for HY.

Just crack spread alone will generate amazing profit. If HR able to get Russia cgeap cryde oil, Q2 profit will be even astonished especially domestic demand also peaked in conjunction with Raya holiday and boarder reopening. If HY has signed purchasing pact with Russia before invasion of Ukraine, they might allow to continue to buy Russia crude oil based on the what China companies response. Anyway, this is just guessing. Buy the crack spread which is profit propeller is not guessing. It is really super high and might last till Russia and Ukraine reach a peaceful pact.

Even USd 10 already considered high for crack spread. Now is USd 27. Tge sanction against Russia will even push it higher. That is why I buy HR and it cw.

Boomberg, annual report indicated that 16% crude oil is from Russia. But KYY report Ron97 is RM 2++ is really a misleading. Somemore, Malaysia Ron95 and Diesel oil reamain the same is due to subsidy by government

Please check the ron97 price in KYY blog. So misleading

Bursa only resume on Thursday. Not sure what will happen these few days. Enjoy the holiday!

Happy holiday. So excited these few days. Really have to take a rest

Noted. Thank you.

Valueguru, where can I get the information for Asia gasoline crack spread? Thanks

If HY is RM 6, CW22 will be 0.25.
CW25 will be 0.425 based on the conversion method

Sure can break RM 5. I am shocked when I checked the future for crack spread in May. Increased by USD 2.26

Earning for Q2 from April to Jun will be even greater

Crack spread for April USD 18.10
crack spread for May USD 22.87.

Crack spread USD 18.016

傻不傻没人知道。crack spread 又创新高。或许傻人有傻福。一齐去AGM.

Any free gift for attending HY AGM?

Oil price tumble. Hengyuan also tumble.

Crack spread increase again

https://www.tradingview.com/symbols/NYMEX-D1N1%21/

Heng Yuan is expected to benefit from the high margin refinery process.

https://www.google.com/amp/s/oilprice.com/Energy/Gas-Prices/Tight-Oil-Markets-Are-Sending-Fuel-Margins-Through-The-Roof.amp.html

Based on the crack spread and current price trend, i believes that Hengyuan will make huge profit. But how about dividen policy of hengyuan. Did Hengyuan publish the dividen policy?

Recent floid will push up demand for mdf

If China determine to cut down carbon emissions, the steel price will up over long term. Question now is how determine the China government to do so. Many scare the steel stock will repeat the performance of glove player. But if China goverment insist to cut carbon emissions over long term, then the price of steel will increase over long term, so does the share price of steel player

Will the flood push up the demand for mdf?

When will sky world open?

https://www.theedgemarkets.com/article/icon-offshore-3q-net-profit-spikes-contribution-drilling-segment?type=malaysia

Yes

Avarga still make profit.

November reflect MCO result. Should be worst than August reported result.

Good QR.

Petronas supported this company. I have bet on this stock since the company announced colaboration with Petronas dagangan.

Will EPF stop selling the share after PM congrat over the deal?

Singapore's sovereign wealth fund GIC Pte Ltd is acquiring a 16% stake in Sunway Healthcare Sdn Bhd, the healthcare arm of Sunway Group.

https://www.theedgemarkets.com/article/sunway-announces-stock-trading-suspension-pending-announcement-amid-talks-singapores-gic?type=malaysia

Sunway will be suspended for tomorrow. The selling price of sunway healthcare will decide the sunway share price on Thursday.

How to evaluate since the detail of the sellling still unknown.

Is it possible that GIC become partner?

Sale of 20% of healthcare division?

Good.

Have to give a thumb up to Sunway boss for investing in IJM. Now, KLK want to buy IJM Plantation from IJM with RM1.5 billion. Hopefully more good new will come...

What is the investment cost of Sunway for IJM?

Healthcare will shine

Only know when the Q1 result come out.

The statement above is copied from quarterly result. Q1 should be able to produce more gold as the mining activities are currently focusing on the epidermal vein.

During the current quarter under review, the Group attempted and researched new refining methods to
enhance gold and silver production, as a result, gold production was minimal for the months of October
and November 2020 and gradually increased to 41.8kg of gold production for the month of December
2020.

Hopefully quarterly result can come out as soon as possible

The main point is trade receivable. If the trade receivable is materialized, then all doubts will be cleared and the price will rocket high.

Usually the first quarter profit is lowest.

So quiet here