rojakmee

rojakmee | Joined since 2016-03-03

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Stock

2017-08-27 09:54 | Report Abuse

Those sold might not able to purchase it later

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2017-08-27 09:53 | Report Abuse

Market dont wait until q3, uptrend start much earlier , immediatly after end sept 17 infact

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2017-08-26 22:07 | Report Abuse

Those that want to sell already sold during the meltdown, the remaining are considered long term holders and not much qty available now so that all the hoo-ha in this hengyuan forum, negativity to sell, not much qty available now so instead coming down will go up instead and will fly next week. can only dream on to buy cheap hahahahhahahahah kikikikikiki

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2017-08-26 20:24 | Report Abuse

Yeah, many are desperate to buy cheap, they know this is the most promising company at the moment in Bursa

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2017-08-26 18:48 | Report Abuse

Now already end of Aug 17, another one month 3rd qtr completed, some will know the results before others, so another uptrend is just a month away or even before that

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2017-08-26 14:57 | Report Abuse

Sold VS industry immedialy at RM1.20 when they reported lower eps last year but started to slowly climb higher the day after that, never to make the same mistake again, the future thats counts

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2017-08-26 14:49 | Report Abuse

Yeah, big funds are already into HRC and the future looks good, will be green on monday

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2017-08-26 12:03 | Report Abuse

Additional 24kbpd for usd 135m investment , woow thats a good investment

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2017-08-25 23:21 | Report Abuse

Many playing short ahhh, push the price higher so that they buy at even higher prices

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2017-08-25 22:14 | Report Abuse

Crack spread margin are at all time high, barrier to entry is so high, fundamentally strong counter will never drop much, this is just timing issues. Example Hong leong Industries reported loss for the qtr but prices does not come down much, those that want to sell already sold, the balance are all long term investor.

Just look at today for example when Petron announced their result yesterday, prices recovered fast

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2017-08-25 20:57 | Report Abuse

Qtr 2 2017 vs Qtr 1 2017

Main different q1 17 stock gain while q2 17 stock loss, this itself around 150m+ between the 2 period, crack spread actually decreased between April 17 to Jun 17 ( this is shown in the crack spread margin graft if you look properly) , all this while we have assumed crack spread margin increased for 2nd qtr, it is not, on top of that there is additional maintenance cost of 20m in qtr 2 17,
from qtr 3 onwards where all the action is, the crack margin will stay high for a long time since barrier to entry is so high

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2017-08-25 20:32 | Report Abuse

Qtr 2 2017 vs Qtr 1 2017
Main different q1 17 stock gain while q2 17 stock loss, this itself around 150m+ between the 2 period, crack spread actually decreased between April 17 to Jun 17 ( this is shown in the crack spread margin graft if you look properly) , all this while we have assumed crack spread margin increased for 2nd qtr, it is not, on top of that there is additional maintenance cost of 20m in qtr 2 17,
from qtr 3 onwards where all the action is guys, the crack margin will stay high for a long time since barrier to entry is so high

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2017-08-25 08:39 | Report Abuse

Inventory loss will be about the same or at most increased by 15% compared to qtr 1 2017

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2017-08-21 13:47 | Report Abuse

I think will be less than year because of know variable "crack spread margin" and its increasing

paperplane 8.60 broken so easily loh. 9 shall be easy task now. So how hard it is to reach RM18 then? KESM is good example. it took around 2 years.
Hengyuan, I guess 1 year plus a bit.
21/08/2017 13:30

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2017-08-21 09:34 | Report Abuse

yahoooooooooooooooooooooooooooooooooooooooooooooooooooooooooooooooooo

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2017-08-20 17:28 | Report Abuse

Mr. Sarraf noted that MRPL has registered record performance during 2016-17. Its total turnover reached ₹59,415 crore as against ₹50,864 crore last fiscal even as its profit after tax reached ₹ 3,644 crore, the highest ever in MRPL’s history, as against ₹1,148 crore the previous fiscal.

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2017-08-19 13:43 | Report Abuse

Crack Margins getting higher and higher , I think its unstopable too since the hedge fund are into it, yahoooopooooooooooo

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2017-08-17 14:26 | Report Abuse

its all the way up now , unstoppable

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2017-08-15 13:12 | Report Abuse

woooow, crack spread margin so high, already increased by 50% since Jun 17.... yahoooooooooooooooo

News & Blogs

2017-08-15 00:34 | Report Abuse

Qtr on qtr profit actually increased by 20%

News & Blogs

2017-08-15 00:27 | Report Abuse

John lu, the above article will answer your question, the results actualy comparing year on year instead of qtr on qtr , yoy there is s huge inventory write off difference while for qtr on qtr not much

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2017-08-14 19:32 | Report Abuse

njue76 , Bukan setahun, 4 bulan sudah cukup

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2017-08-13 17:07 | Report Abuse

been holding HRC from below 5 and holding it for long term, those that want to sell already sold in the last 4/5 days meltdown, so the remaining are considered long term holder, not much qty available now so that all the hoo-ha in this hengyuan forum, negativity to sell. go and see some other poor performing counter so quite, example the star no negative comments at all, Monday HRC will fly hahahahahahahaha

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2017-08-13 16:56 | Report Abuse

Just 2 weeks back bitcon drop by more than 35% and now recovering, what business is bitcoin in ? its just another MLM, those at the end of the pyramid will suffer the most at worst lost all capital

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2017-08-12 21:14 | Report Abuse

Just like utusan , get out before results out

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2017-08-12 13:28 | Report Abuse

Yeah, EPS of 19 cents is not logic at all, crack spread margin and throughput has increased (from the increased in inventory in the 1st qtr) in the 2nd qtr so EPS in the 2nd qtr would be much better, accountant with manufacturing industry

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2017-08-10 13:37 | Report Abuse

Crack spread at all-time high and that’s the way going forward because investment in refinery is so expensive and investor expect certain return on their investment, HRC was bought at a cheap for USD 68 Million at the time of low crack spread and hence the low share price of RM2.00 but has since recovered but still has not reach its full potential. PetronM new refinery 6.5Billion/66kbpd=98.4Million per kbpd while for HRC Market Value of 2.4Billion/156kbpd=15.4 per Kbpd , so there is potential of 98.4/15.4=6.4 times (rough calculation) I’m staying put whatever happened , some nervous investor are selling because they don’t know what happening and only the well informed will stay put.

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2017-08-09 11:51 | Report Abuse

me margin and sailang on HRC, never to sell

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2017-08-07 17:26 | Report Abuse

me dump dump hold since below 5, sailang and margin on HRC

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2017-08-07 12:04 | Report Abuse

Remember guys, the more CKCS talk, the more HRC uptrend, be happy loh

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2017-08-05 13:31 | Report Abuse

ME stick with mother, CA already overpriced as at now

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2017-08-05 13:17 | Report Abuse

the more CKCS saying bad about HRC, the more chances HRC will go up .... be happy loh

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2017-08-04 17:21 | Report Abuse

good to have CKCS, sure go up

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2017-08-04 15:37 | Report Abuse

seeing 2nd round of increment for HRC, fastens the seat belts guys

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2017-08-03 09:12 | Report Abuse

new refinery is very costly, PetronM investment of RM6.5billion is only for 66kbpd, not many willing to set up new refinery with that HIGH price tag, therefore we can expect crack spread to stay high for a very long time, based on the above HRC equivalent stock price will about RM40+

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2017-08-01 14:07 | Report Abuse

Topping up after lunch, keeping it for long term. don't see any other valued company other than HRC at the moment.

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2017-07-31 20:19 | Report Abuse

I think something was seriously wrong with previous managemnt ,being managed like the Malaysian goverment I think , you know la here nothing is immpossible here, hopefully with new owner they will make super super profit the same like everyone else

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2017-07-30 10:15 | Report Abuse

Please just ignore aseng

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2017-07-29 18:11 | Report Abuse

Yeah, agree with paperplane2016, this is once in a lifetime opportunity, grab as much as you can

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2017-07-29 15:59 | Report Abuse

Me will top up HRC once margin approve on Monday, see better value with HRC than petronM

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2017-07-29 12:20 | Report Abuse

Even before any sifus recomendations