i don't come back home doesn't mean I don't work hark for this home see my comments in hengyuan, then you know I love this home not less than you
but remember share trading is rich man game if a rich man don't even look at you , what the low pe , good earning lah.... all can not show its value ....
a beautiful girl must have many men go after , or at least a powerful man courting her , if not she will forever remind in the kampung unnoticed.....
remember.... be humble... make money quietly...... be grateful to those who help you , at least pretend to be grateful if you not used to do it..... don't bad mouth my good friend KYY Petronm fulfilled his golden rules .... there is a big likelihood that he will come here one day... but if we behave arrogant and very ungrateful to those who are willing to help us rich then we are actually fighting with our own pocket... be wise..... if one he really come here, then we fat-tat liao......
look at how hengyuan perform these few day you will agree with what i said
Welcome back aseng gor, I'm sure KYY is in oledi, just didnt want to surface yet. Also noticed several participants here kept collecting and gave hints when below 8 and 8.5 in big quantity jointly.
Somebodies here must have known him and started to enter earlier to hit big this round.
Actually petronm easily move up Top 80% in top30 holders. And Top number one holding 70% tight. Hardly anyone sell. So it will be very good when people like find mgr and KYY buy in
Surely those now talking in HY forum will be either switching to Petronm soon or get caught if they still aim for sky high TP of > RM15.
Reason that the price move in HY is due to KYY effect, nothing else as the price has been on dangerous level for sharp correction. Dont forget HY is heavily on debt whereas Petronm is almost debt free.
Buying a debt free company could make us sleep better.
UNDERSTAND THE PEER GROUP RUN LOH....IF PETRON BULL RUN RAIDER HAPPY BCOS IT WILL BENEFIT HRC LOH...!!
ON THE OTHER HAND IF HRC BULL RUN RAIDER HAPPY BCOS IT WILL BENEFIT PETRON LOH....!!
PEER BULL RUN....ALWAYS STRENGTHEN OVERALL INDUSTRY LOH...!! IT IS LIKE A RISING TIDE, IT WILL BRING UP ALL THE SHIP IN THE INDUSTRY LOH....!! NO NEED TO WORRY...LOH....!!
Here we come to forcily double wack Petronm on Monday after some accumulation earlier around 8.05 - 8.25 price range. Just watch the show as arguing for hours will not do anything good like in HY forum.
1. He has some exposure on Petron and wants everyone switch from HRC to Petron to support him
2. He sold his small position at around Rm 7.00 and he hope to buy back cheap at Rm 6.50.
Yes petron a good stock in fact raider has some position too , the tp is Rm 14.00, but raider tp on hrc is even more terror at Rm 22.00. Why ? Simply HRC better earnings and better undervalue mah...!!
Aseng dream of buying back hrc cheap is gone loh...!! HRC is already at the explosive share run up stage loh;
1. All the refinery stocks worlwide showed explosive cracking margin, Hrc historically earn better margin will even do better loh...!!
2. The 2nd Qtr result of HRC to be announced will be very very good mah...due to worldwide explosive refining cracking margin loh..!! U just need to wait within 4 wks....the result will be super fantastic loh...!! There is no stopping for HRC share price mah...!! Thats why we all shout hold your horses mah...Icon, paperlane, probability all with good hearts sifu shout hang on to your HRC stock loh..!!
3. Great buying sifu like KYY just jump in mah....!! Also OTB with few hundreds of rich followers are jumping in too loh...!! Beside many funds already took notice of HRC, as it being the BEST Performing STOCK GAIN WEEKLY for this week mah....!! So u can see huge buying power..but quietly ask yourself where is the supply leh ?
4. Petron investment on new plant with additional 60k bpd will cost rm 6.4 billion loh..!! This mean HRC refinery very valuable...new will cost Rm 12.8 billion...but bcos it is used we discount 50%....that means it is worth Rm 6.4 billion or Rm 22.00 per share loh...!!
5. The expected jumped in EPS pa based on OTB and KYY forecast is Rm 3.25...u can imagine PE 6x....what is HRC share price leh ?
6. in 2005 12yrs ago HRC share price already hit rm 12.30 loh..!! Given inflation and cost of holding say 8%....u should expect HRC to hit Rm 24.60....but HRC only Rm 6.90 PE 3x only mah..!!
Posted by stockraider > Jul 30, 2017 10:54 AM | Report Abuse
Lets look at Aseng point of view;
1. He has some exposure on Petron and wants everyone switch from HRC to Petron to support him Aseng: not support me , petronm does not belong to me
2. He sold his small position at around Rm 7.00 and he hope to buy back cheap at Rm 6.50.
Aseng: no ! hit and run can buy low sell high , can also buy high sell higher ,i always buy high sell higher
Yes petron a good stock in fact raider has some position too , the tp is Rm 14.00, but raider tp on hrc is even more terror at Rm 22.00. Why ? Simply HRC better earnings and better undervalue mah...!!
Aseng: petronm meets my stock selection criteria , so i buy and forget and wait patiently for the big harvest . hengyuan does not meet my criteria, but selling hot now , good to tumpang your luck, hit and run
Aseng dream of buying back hrc cheap is gone loh...!! HRC is already at the explosive share run up stage loh;
Aseng: when you have money and willing to buy nothing is expensive , the is no low or high , only make money if you are playing hit and run
1. All the refinery stocks worlwide showed explosive cracking margin, Hrc historically earn better margin will even do better loh...!! 2. The 2nd Qtr result of HRC to be announced will be very very good mah...due to worldwide explosive refining cracking margin loh..!! U just need to wait within 4 wks....the result will be super fantastic loh...!! There is no stopping for HRC share price mah...!! Thats why we all shout hold your horses mah...Icon, paperlane, probability all with good hearts sifu shout hang on to your HRC stock loh..!!
Aseng: then you huat, i huat also , everybody huat ..... in HY and Petronm
3. Great buying sifu like KYY just jump in mah....!! Also OTB with few hundreds of rich followers are jumping in too loh...!! Beside many funds already took notice of HRC, as it being the BEST Performing STOCK GAIN WEEKLY for this week mah....!! So u can see huge buying power..but quietly ask yourself where is the supply leh ?
aseng: you call kyy sifu now , last time you cursed him , accused him pump and dump , scolded stockmanmy dog , plp dog..... you are worst than stockmanmy now....
KYY , OTB ? do you think they will keep HY for life? they are short fund , are you not aware KYYbuy is now stuck in his many recent investments ,moreover election is near, he need money, big money , fast money, where to get ? Hengyuan , with many sifu article and probability calculation and your strong promotion..... when he start cashing out , it is the time Petronm shoot to the sky , what will happen to HY , i don't want to guess.....
4. Petron investment on new plant with additional 60k bpd will cost rm 6.4 billion loh..!! This mean HRC refinery very valuable...new will cost Rm 12.8 billion...but bcos it is used we discount 50%....that means it is worth Rm 6.4 billion or Rm 22.00 per share loh...!!
Aseng: this simple mathematic every secondary school student know how to count, but market mathematics is different ....if true then why HY is traded so long undervalued ? how come so many fund manager do not know ? oh.... they ponteng mathematics class, do know how to count
5. The expected jumped in EPS pa based on OTB and KYY forecast is Rm 3.25...u can imagine PE 6x....what is HRC share price leh ?
Aseng: still remember, when petronm profit jumped 500% in the recent quarter ,you, probability and paperplane shouted limit up like no tomorrow... then how? the price dropped 20% so, earning is not the only factor determined the price , it is more on how much people willing to pay more to buy from you, are you willing to pay more to buy a heavy indebted HY, you may because it is your money, if you are managing other people money , you certainly choose petronm
6. in 2005 12yrs ago HRC share price already hit rm 12.30 loh..!! Given inflation and cost of holding say 8%....u should expect HRC to hit Rm 24.60....but HRC only Rm 6.90 PE 3x only mah..!!
aseng: do you not feel queer 12 years ago 12.3... now 6.90... later all the sudden go to your TP 40.... you must be God.....
otb and kyy must be feeling so soi to have you in the same boat, talking the bright side avoid the dark. no wonder kyy choose stockmanmy not you..
Posted by aseng > Jul 30, 2017 12:21 PM | Report Abuse X
last friday if i am not wrong, i bought 5k of HY @ 6.58 i declare : KYY help me to get abalone @ 7, i talk all the good words for you , i think,less than an hour, done , all the 5k matched , got my abalone,
that whole day, i kept my promise, defended KYY as much as I can in HY forum
the next day, i feel i have done enough what i received, I am not asking any more from KYY , i come back to my own self start sharing what is in my mind .... truthful and unbiased as far as i can....
facts to know:
1. our market is small and immature 2. price movement is more on how much other willing to pay to buy from you, it is always better to buy a company with steady income with huge cash than to buy a company with dramatic income with huge debt . 3. anything move up will come down, when KYY cash out HY will tumble...that is the time petronm fly.....
hi all sifus out there, i have commented on blog regard full potential of heng yuan, welcome your all advise so that i can improve my skill in stock analysis
the inventory avg 30 to 40days (page59 AR2016) say 36days, the stock lost will double to 82.5M.
on 21 june 2017, USD 10m or rm43M paid to the new term loan 200M taken dec16 (p13 Q1'17)
if draw a USD$8.25 line to the crack spread chart, it is appopriate, i would not said it is a conservative assumption
assume operating cost & financing cost (for old loan) same as Q1, add in the additional stock lost and finance cost mentioned above the eps for Q2 is 39sen
from above chart, year 2015 crack spread higher than year 2016, and is higher than 2017 first half, so the net profit for 2017 may not be so high as forcast
i still figure why Q3 2016 earning is negative, will post when have time and get it
YLR is typical over-think investor type, keep research research and study and ended up find all the weaknesses of the company (no company is perfect). Most importantly they NEVER invest in company due to overthink. So that they can't make money too. Hengyuan PE @ 4x. Pls go study Asian refiners, who have this kind of low PE.
YLR do ur homework la don keep waiting to spoon feed, Q3 2016, the crack spread was keep slumping down that period, after that recovered so that profits were excellent, and now the crack spread breaks new high.
I spend a lot of time in hengyuen to make fast money KYY is there, he need money , big money and fast money because he is stuck in other investment and moreover election is near he need more money. Now over there is a good time to gamble ......
If you do not like gamble like me , don't admire other make money in gambling , petronm will move in tandem with hengyuen because there are more value investor than speculator....
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....
zoizai
1,477 posts
Posted by zoizai > 2017-07-28 16:00 | Report Abuse
itu dia. break that 8.80 block