Hi DK66, could you add me into the group as well?

My persona take regarding the claim made by the nutritionist is actually wrong and misleading. If the milo powder contains 45% of sugar, after diluting it with water the concentration of the sugar indeed fades, BUT the MOLARITY of the sugar is still there, many people got it wrong when they go to mamak and order a teh tarik, only when they found it too sweet, they'll ask for adding water to dilute it, it's actually pointless and you're actually consuming that exact amount of sugar. Those who study chemistry will definitely know this.

Hope to listen to mr lim sin kiat explanation about his postings, it is very disgraceful and unethical if is done for the sake of misleading investors to suppress the price of hy

Probability sifu really deserves a thumbs up for his analytical skills, easy math to understand yet makes the most sense and legit. Are you an engineer by the way?

As long as crack spread is above 6, profit will be very good, fundamental still very intact. With the surge in crude price, stock gain will be overwhelmed, no point selling.

Assume i bought into these shares below in Jan 2017 till now:
1k unit of Nestle at RM78 = RM 78k
Capital appreciation: RM19k
Dividend received: RM2700
Total paper profit: RM19.7k
ROI: 25%

1k unit of petdag at RM23.80 = RM23800
Capital appreciation: RM 400
Dividend received: RM780
Total paper profit: RM1.18k
ROI: 4.96%

1k unit of HY at Rm2.02 = RM2020
Capital appreciation: RM 8500
ROI: 420%

In fact if I were to invest in HY with an initial capital of 78k as I were for nestle, ROI still the same but my profit on paper = RM328k (beautifully a 5 series beemer)

ROI for Nestle seems decent but its PE is 40 and as 3iii said its current price has gone way too fast than its fundamentals, how much appreciation of capital can it go in the next 10 years? Put aside of capital increment, its DY is only 2.7%. You must know not every investor has that much of capital to invest in super blue chips like nestle, what about those fresh grads who just stepped into the society, how would they fork out 78k just to acquire 1lot of nestle?

On the other hand, i know HY might not be sustainable in the coming years, just monitor the quarterly situation will do, if really cannot then just sell la and invest in other counters, no big issue.

My point is that i'm not saying HY is the best counter but if you do miss out on this counter THIS YEAR, then its one of the biggest miss of the decade. Next yar's prospect not so sure yet, waiting for all the sifus to analysis hahahah

This proves the saying where time will tell everything is right, mr market is the place where wealth is transferred from the impatient to the patient, congratz to all firm holders! And once again thanks to all sifu's relentless analysis and guidance!

EPS 311 cents, PE 3.38, ROE 56.38, where else to find such profitable co at a price of RM10++ ?!?!?!

Wow HY again increased their inventories by 0.136b yet managed to achieve such high profit!

Have a happy and huat holiday everyone, take a break from the market for the next 3 days :)

Mr Otb, what do you think mr koon's statement? Do you agree with him and what's your personal opinion like instead?

Let say HY declares dividend of 20s per share (well maybe i'm a lil too greedy), but think abt it, the amount paid out is only 60M, its nothing when compared to its cash flow generated per quarter! Not sure if HY management thought abt this

Ohhhhh come on i thought P/B valuation is best suited for asset play company like big developers, how on earth it is used to value HY

http://www.thestar.com.my/business/business-news/2017/10/10/steel-prices-to-inch-upwards/

http://www.thestar.com.my/business/business-news/2017/10/10/steel-prices-to-inch-upwards/

Just wondering the increase in steel price will be translated into higher earnings for pstar steel manufactured product right?

Still holding a lot of pstar ready to march till next year!

Time will tell everything, mr market is the place where wealth is transferred from the impatient to the patient

Good track record from this company, definitely gonna hold tight tight

Same here, i also possess all 4 steel counters, but prestar performance quite lackluster like HY even tho very undervalued, wait till next q result bloom

Thumbs up to zefftan's analysis. To all the sifus here, does this mean the increase in the production cost can also be canceled out by the increase in rebar steel price?

Trading at a PE 6X with increasing of net profit every quarter especially previous one with record high in company history, truly believe this gem is certainly undervalued

But then 65k of shares being dumped yet still manage to maintain at this price, means buying power quire strong lately?

Chill la, that fella is just an independent non-executive director, nothing to do with the company, dumb to earn some pocket money for X6 or GLE 450 maybe kikikiki

Does it mean that the demand for refined oil products have increased tremendously which will benefit the crackspread?

@daniel yap
Even if so happen crack spread dropped in sept, but in july and Aug we have enjoyed such high crack spread, so dont think it will be a prob. Anyway will not bother the price on mon cos the value of the company will sooner and later reflects on the price, dumb dumb hold

Sudden influx of so many new names barking at the forum after the q result has released

The foundation of this company is good, no one invest for 1-3 months time, dumb dumb hold and you will profit in the long run

Plus the price is quite stable these few days considering other stocks all plummet

Will be a lot better than previous quarter due to the expansion market to China

I'm currently holding HY shares and hope it rockets up, but at the same time its quite exp to reload more, any advices from all the sifus here?

Lol petron, we prioritize capital gains but not dividends, plus HY can repay their debts easily with such high quarterly earnings