7 people like this.
9 comment(s). Last comment by AC Gan 2017-08-03 09:50
Alex Foo
12,593 posts
Posted by Alex Foo > 2017-08-01 10:26 | Report Abuse
roe40%!你的华文写得真好。是的,请在第三篇写ebit/ev的东西。。。期待
稻田·* 片片绿青~粒粒芳香
26,756 posts
Posted by 稻田·* 片片绿青~粒粒芳香 > 2017-08-01 10:30 | Report Abuse
A lot of time being used.... appreciate the effort,,,,, salute...
VenFx
14,784 posts
Posted by VenFx > 2017-08-01 10:45 | Report Abuse
Big Like to davidtslim's total coverage for HengYuang .
MCC8
113 posts
Posted by MCC8 > 2017-08-02 13:21 | Report Abuse
Good article, clear explanations support with numeric ........
probability
14,460 posts
Posted by probability > 2017-08-02 18:41 | Report Abuse
HISTORICAL RECORD CRACK SPREAD: 11.4 USD/BRL ! http://www.cmegroup.com/apps/cmegroup/widgets/productLibs/esignal-charts.html?code=D1N&title=AUG_2017_Singapore_Mogas_92_Unleaded_%28Platts%29_Brent_Crack_Spread_&type=p&venue=0&monthYear=Q7&year=2017&exchangeCode=XNYM&chartMode=dynamic
Posted by probability > 2017-08-02 19:19 | Report Abuse
Historical record crack spread: 11.4 USD/BRL ! http://www.cmegroup.com/apps/cmegroup/widgets/productLibs/esignal-charts.html?code=D1N&title=AUG_2017_Singapore_Mogas_92_Unleaded_%28Platts%29_Brent_Crack_Spread_&type=p&venue=0&monthYear=Q7&year=2017&exchangeCode=XNYM&chartMode=dynamic What is the implication of Rise in refining margin by 1 USD/brl? = 112k bpd x 90 days x 1 USD/brl x RM 4.3/USD = 43.3M increase in Gross profit per qtr for 300M shares, the rise in EPS per qtr = 14.4 cents/qtr (just remember this for simplicity) The above crack spread is more than double the average of 2016 ~ 5.5 USD/brl. Basically you need 3USD/brl ( 3 x 43.3M = 130M) to cover HRC Overhead costs, Depreciation and Finanec cost of approximately 120M per qtr. So any surplus refining margin above 3USD/brl purely translates as Net profits. For the last qtr at 9USD/brl, the net contribution 6USD/brl ( 9 - 3), so your EPS was : = 14.4 cents x 6 = ~ 90 cents / qtr Imagine if it can sustain at current 11 - 3 = 8 USD/brl surplus, what would be the EPS per qtr average? = 14.4 cents x 8 = 115 cent / qtr
tealeaf
196 posts
Posted by tealeaf > 2017-08-03 07:42 | Report Abuse
great effort spent ..thanks
MakingLove
4 posts
Posted by MakingLove > 2017-08-03 09:47 | Report Abuse
The quality of this article is similar to my name!
AC Gan
188 posts
Posted by AC Gan > 2017-08-03 09:50 | Report Abuse
Good Sharing & Appreciate your work done.
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Daily Market Commentary - 16 Jul 2024
#
Stock
Score
EKOVEST
EKOVEST BHD
1000
GENTING
GENTING BHD
960
THETA
THETA EDGE BERHAD
814
MYEG
MY E.G. SERVICES BHD
784
DNEX
DAGANG NEXCHANGE BERHAD
760
YTLPOWR
YTL POWER INTERNATIONAL BHD
695
WCT
WCT HOLDINGS BERHAD
JCY
JCY INTERNATIONAL BERHAD
679
9
SNS
SNS NETWORK TECHNOLOGY BERHAD
649
10
MAYBANK
MALAYAN BANKING BHD
645
Stock Name
Last
Change
Volume
INIX-OR
0.02
0.00
141,839,900
HSI-CXN
0.125
-0.01
105,118,600
HSI-HWW
0.205
98,685,800
EDUSPEC-OR
0.005
75,002,700
HUBLINE
0.08
70,717,500
E&O-LR
0.055
+0.01
56,261,700
HSI-HWE
0.095
52,396,000
CWG-WA
+0.02
45,011,100
0.93
43,187,000
HSI-CXV
0.06
-0.005
39,154,200
SUNCON-C8
0.895
+0.185
401,200
SYNERGY
1.18
+0.11
3,820,500
F&N
30.30
+0.10
15,600
SMRT
1.27
+0.09
2,121,000
2.36
+0.08
3,100,500
WPRTS
4.55
36,100
PETDAG
16.92
31,200
SUNCON-C11
1.15
18,500
CANONE
3.15
5,800
TIMECOM
5.22
+0.07
149,900
MPI
38.60
-1.78
39,700
SAM
5.75
-0.29
421,700
PIE
6.20
-0.27
97,200
NIKKEI-CE
0.88
-0.21
3,000
PMETAL
5.81
-0.18
3,957,500
MCEMENT
5.69
-0.16
88,600
VITROX
4.23
-0.13
432,000
VSTECS
4.11
258,100
4.83
-0.12
3,880,600
INARI
3.85
3,863,400
Time
Signal
Duration
VIZIONE
VIZIONE HOLDINGS BERHAD
2024-07-18 10:00:00
ADX
Hourly
MACD/RSI
KOTRA
KOTRA INDUSTRIES BHD
EMA 5
INNATURE
INNATURE BERHAD
TECHNAX
TECHNA-X BERHAD
IJM
IJM CORPORATION BHD
TURTLE SYSTEM 55
ILB
ILB GROUP BERHAD
TURTLE SYSTEM 20
TECGUAN
TECK GUAN PERDANA BHD
WIDAD
WIDAD GROUP BERHAD
CS Tan
4.9 / 5.0
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
Alex Foo
12,593 posts
Posted by Alex Foo > 2017-08-01 10:26 | Report Abuse
roe40%!你的华文写得真好。是的,请在第三篇写ebit/ev的东西。。。期待