Posted by Newplayer286 > 2017-09-05 11:51 | Report Abuse

Why u all know who is the investor and so on? Have any app to recommend to see all those details? My current app info is limited.

Posted by UncleMau > 2017-09-05 12:13 | Report Abuse

Wow, why why flying so fast ?? Need to buy ma, so high how to chase leh.

But, I feel it will go above 11 soon

Posted by Lee1234 > 2017-09-05 13:35 | Report Abuse

Buy high..sell low..gogogo

Posted by Ricky123 > 2017-09-05 13:42 | Report Abuse

Fasten your seat belt. Going for 9.90 by friday

Posted by Ricky123 > 2017-09-05 13:43 | Report Abuse

HRC is cold play now.

Posted by Flintstones > 2017-09-05 14:00 | Report Abuse

Bloomberg terminal can see buyer and seller name

Posted by loaded > 2017-09-05 14:29 | Report Abuse

Later all sellers will be absorbed, whoever wants to sell better think twice.

Posted by GICSpore > 2017-09-05 14:53 | Report Abuse

Yes, sellers are weak holders and do not have good study on the intrinsic value of the company business, especially its super strong FCF.

At current level, still considered good value for mid to long term holding.

Posted by CharmingMalaysian > 2017-09-05 16:05 | Report Abuse

Aye

Posted by WSP88 > 2017-09-05 16:06 | Report Abuse

今天要拉上9.25有点难度...

Posted by Flintstones > 2017-09-05 17:19 | Report Abuse

Slow and steady wins the race. Not many refiners in asia can boast about being net cash

Posted by davidtslim > 2017-09-05 18:18 | Report Abuse

https://klse.i3investor.com/blogs/david_petronm/131549.jsp


Mandarin version of Petronm part 7

Posted by 秦梦瑶 > 2017-09-05 18:41 | Report Abuse

奈何这股的市场流量太低，拉上来反而更难，担心没接盘侠

Posted by 金正恩 > 2017-09-05 19:29 | Report Abuse

秦梦瑶美女, 事实上, 拉上来也不怎么难.

要有信心和相信它的短期未来(十一月), 肯定去到12以上.

别担心没接盘侠. 一定会有的, 到时候甚至没人卖 !


它已经有过一次这类经验. 买方反而挤得很呢.................hahaha

Posted by Chong Hon > 2017-09-05 20:18 | Report Abuse

姐明后天丢死他们 ..........加油!!!!

Posted by paperplane2016 > 2017-09-05 22:43 | Report Abuse

就是流通量低才好！

Posted by Bluemoon888888 > 2017-09-05 23:00 |

Post removed.Why?

Posted by Bluemoon888888 > 2017-09-05 23:35 | Report Abuse

不会股票的都来了，看来这里有危险。她以为这里是大炒挡。吃了隔壁不好吃到这里来。老板明天后天放假。她又去隔壁吃没办法吃惯吃熟了。

Posted by oldkuku > 2017-09-06 09:10 | Report Abuse

秦梦瑶小妹, 再次給些强度实力他們看看.

Posted by 金正恩 > 2017-09-06 09:30 | Report Abuse

早 秦梦瑶美女 !
流通量低才好辦事, 我金正恩全力以赴支持妳.

Posted by stockranger > 2017-09-06 09:51 | Report Abuse

Keep moving north, no choice but to jump in some.

Posted by angmo > 2017-09-06 10:23 | Report Abuse

Really not too many willing sellers.

Posted by loaded > Sep 5, 2017 02:29 PM | Report Abuse

Later all sellers will be absorbed, whoever wants to sell better think twice.

Posted by jebat > 2017-09-06 10:24 | Report Abuse

common cd and cc.....:D

Posted by UncleMau > 2017-09-06 10:48 | Report Abuse

KYY is coming or not ?

Saw the sellers queing at 9.35 running away...............no balls !

Posted by Kyou > 2017-09-06 11:11 | Report Abuse

Wow...cc and cd huat !

Posted by Awet91 > 2017-09-06 11:26 | Report Abuse

Huat huat la.go go cc and cd

Posted by charles_cty > 2017-09-06 11:27 | Report Abuse

PETRON大马 – 浅谈Q2业绩以及Q3展望

PETRONM主要从事石油产品的生产和销售，涉及石油中下游领域。其波德申炼油厂的每天产能为88,000桶，生产各种石油产品，包括汽油、柴油、煤油等等。其强大的下游业务涵盖整个大马超过570个油站。

PETRONM在Q2交出RM91m的盈利，按季下滑16%。这业绩看似符合市场的预期，但是其盈利却包含一笔RM40m的脱售油站收益。换句话说，其核心盈利只有RM50m，大幅度低于市场普遍推测的RM80-100m。由于炼油赚幅 (Crack Spread) 可以被追踪，而且油站收入也已固定在每公升5仙，因此PETRONM的盈利下滑相信是来自于库存亏损 (Inventory Loss) 。这季度的库存亏损比预算中的高出不少。

回顾今年初，原油价格在1月至3月期间稳定处于每桶USD52至USD57之间，当中没有任何的波动走势。这带动PETRONM在Q1交出RM109m的核心盈利。在今年Q2，原油价格从每桶USD55下滑至USD47，而在5月中至6月中之间有个大型的回调。在炼油赚幅以及油站收入几乎扯平的前提下，PETRONM仅在Q2交出RM50m的核心盈利。

按这来看，本专页认为原油价格的突然大跌将导致PETRONM蒙受巨大的库存亏损，反之原油价格的突然大涨将为集团带来巨大的库存收益。这可解释为何管理层曾强调，稳定的原油价格走势将有利于集团的业务，而非原油价格的暴涨。值得一提，HENGYUAN在Q2录得每桶USD1.71的库存亏损。

另一方面，市场也一度质疑盈利低于预期是否来自于炼油业务。一般普通的炼油厂构造主要由3：2：1的比例组成，而PETRONM的炼油厂就是其中之一。在每6桶提炼后的原油之中，有3桶是汽油 (Gasoline)，2桶是柴油染料 (Diesel Fuel) ，1桶是煤油 (Kerosene)。因此，只要对比新加坡期货数据，就可大约推测其炼油收益。至于HENGYUAN，其炼油厂比较复杂，可提炼非常多种不同的产品，包括机油 (Jet Oil) 、混合芳香油 (Mixed Aromatics) 等等。换句话说，影响HENGYUAN盈利表现的因素非常多，不像PETRONM般较容易推测。

展望Q3，风暴在近期袭击美国最重要的能源中心Texas，包括Shell和Exxon Mobil在内的多家油企已经关闭墨西哥的采油平台和炼油厂。墨西哥地区的石油企业生产量占全美总石油产量的三分之一，停工将导致美国原油价格上升。亚洲炼油企业是这一事故的受惠者，主要因为美国原油短缺带动炼油赚幅企高在每桶USD12.9左右，下周更有望进一步走高。

在7月至8月期间，炼油赚幅从每桶USD8飙升至目前的USD12.9，已大幅度超越Q1和Q2的USD8。此外，Brent原油价格也从7月的每桶USD47走高至目前的USD51m左右，波动幅度非常小。若9月没有大型回调，集团很大可能在Q3交出非常优越的盈利表现，甚至高于Q1的RM109m以及去年Q4的RM113m。本专页认为其盈利可达RM150m左右。

另一方面，PETRONM在Q2创造RM273m的营运现金流，比去年Q2的RM152m高。根据最新季报，集团手握RM156m的现金以及RM66m的银行贷款，已晋升为净现金的企业。值得一提，PETRONM在FY13期间一度手握RM800m的净贷款，可想而知其现金流创造能力非常强劲。相信再过不久，其手上现金将非常充裕，而明年预计可慷慨派发更高的股息。

整体来说，PETRONM的基本面几乎是无可挑剔，其目前PE也仅是7倍左右。若Q3可如预期般交出RM150m的盈利，本专页相信PETRONM的内在价值至少处于RM12以上。

对于9月份股票分析报告有兴趣的股友，可私下PM本专页，以了解详情！

#PETRONM
纯属分享！

Posted by lowprofileone > 2017-09-06 11:29 | Report Abuse

Petronm is truly rich man game !

Posted by Aseng > 2017-09-06 11:33 | Report Abuse

秦姑娘 ，

一针见血，果然是数据高手

通流票量只有五千四百万


Posted by 秦梦瑶 > Sep 5, 2017 06:41 PM | Report Abuse

奈何这股的市场流量太低，拉上来反而更难，担心没接盘侠

Posted by Aseng > 2017-09-06 11:35 | Report Abuse

拉上不难，只怕没接盘， 没用。。。。。

Posted by lowprofileone > 2017-09-06 11:40 | Report Abuse

Hi aseng gor................must go low profile first. Diam diam cari makan lol

Posted by Aseng > 2017-09-06 11:41 | Report Abuse

Posted by Aseng > Sep 6, 2017 11:41 AM | Report Abuse X

第三季度（6 - 9 月）见大好。。。。

理论上年尾达 12 元没问题 的

Posted by sheldon > 2017-09-06 12:36 | Report Abuse

Petdagang 30 June 2017 & 30 June 2016 quarterly EPS was 24.80 & 21.60. Petron M was 33.70 & 22.80 which beat Petdag for both quarters.

Share price currently however is 21.56 vs 9.38. Comments anyone??

Posted by angmo > 2017-09-06 14:08 | Report Abuse

Kawan, ada orang luar main dekat sini lor................sila bagi sambutan meriah sikit la.

Posted by stockraider > 2017-09-06 14:14 | Report Abuse

Posted by sheldon > Sep 6, 2017 12:36 PM | Report Abuse

Petdagang 30 June 2017 & 30 June 2016 quarterly EPS was 24.80 & 21.60. Petron M was 33.70 & 22.80 which beat Petdag for both quarters.

Share price currently however is 21.56 vs 9.38. Comments anyone??

YES CORRECTLOH...PETRON ONLY 10% OF PETDAG MKT CAP...BUT PETRON HAVE 50% OF PETRONAS PETROL STATION AND ALSO OWN AREFINERY IN WHICH PETDAG DON OWN ANY LOH...!!

IN OTHER WORDS PETRON IS DEFINITELY A BETTER BUY LOH...!!

Posted by UncleMau > 2017-09-06 14:54 | Report Abuse

Petronm 几乎成为非卖品了...........加油!!!!

Posted by Activeinvestor > 2017-09-06 14:59 | Report Abuse

Many waiting to buy back or lower are no longer able to get it cheap.

Meaning they have to consider much higher price level from now onwards.

Posted by mamatede > 2017-09-06 16:27 | Report Abuse

So oil price down, refinery... So oil price up... also refinery.. so just buy refinery?

Posted by pang72 > 2017-09-06 16:58 | Report Abuse

Petron and Hengyuan are good buy!!

Posted by pang72 > 2017-09-06 16:59 | Report Abuse

Petron house is more like s house. Peacefully and enjoying cash flow

Posted by Kyou > 2017-09-06 17:08 | Report Abuse

My cc slowly recovering ... well done

Posted by Awet91 > 2017-09-06 17:41 | Report Abuse

My cd also huhu need to patient more

Posted by paperplane2016 > 2017-09-06 18:21 | Report Abuse

when more and more fund managers buy, it will be like KESM loh, one day up few MYR

Posted by dnn78 > 2017-09-06 18:25 | Report Abuse

Wow CD CC, earn 30k in a day @@
Muahahahahahauauaua

Posted by dnn78 > 2017-09-06 18:27 | Report Abuse

CD atleast 0.80 by this year, 1.2 when expired. Take my word. Muahahahahaha

Posted by Activeinvestor > 2017-09-06 19:00 | Report Abuse

Bro paperplane2016, thank you for sharing the info.

Posted by Awet91 > 2017-09-06 20:42 | Report Abuse

If end of this year cd can reach 0.80 really huat huat la.need to take holiday hehe

Posted by XDL123 > 2017-09-06 21:34 | Report Abuse

My CC and CD huat huat lo

Posted by XDL123 > 2017-09-06 21:35 | Report Abuse

Buy more cc and cd if you want to win big

Posted by XDL123 > 2017-09-06 21:36 | Report Abuse

I am going to harvest cc and cd tomorrow onwards....pls help me ya