Posted by Awet91 > 2017-11-30 18:18 | Report Abuse

Hrc got super good qr huhu

Posted by thenewbee > 2017-11-30 21:33 | Report Abuse

flow with hengyuan together

Posted by proacez2000 > 2017-12-01 01:30 | Report Abuse

price drop in this stock is not actual. there are huge sleeping volume that are invisible. they are collecting secretly. waiting to goreng this stock. wait and see.

Posted by proacez2000 > 2017-12-01 01:33 | Report Abuse

fake like fake taxi.

Posted by loaded > 2017-12-01 06:44 | Report Abuse

Ya, not natural drop like previously it did a few rounds when price was below 9

Posted by HENGYUAN @RM21 CONFIRM COMING > 2017-12-01 08:23 | Report Abuse

Let's see if hy take lead now

Posted by Jack888 > 2017-12-01 08:27 | Report Abuse

accumulate more...

Posted by tradeup2020 > 2017-12-01 09:57 | Report Abuse

what bug me is who is selling below 12? This counter fcf will push valuation up like nobody

Posted by Activeinvestor > 2017-12-01 13:10 | Report Abuse

Drop buy and collect again will not go wrong too far

Posted by hotelic > 2017-12-01 13:23 | Report Abuse

Hi guys is Petron inside the Mid 70 index?

Posted by Raymond Ng > 2017-12-01 18:02 | Report Abuse

Petron next week RM13

Posted by LeeFoundation > 2017-12-02 07:19 | Report Abuse

Its current price level is getting out of proportion against its stronger financials which have improved eps and zero debts for the 9-mth periond.

Valuations remain attractive for additional top up with a longer view till end 2018

Posted by bobthevalueman > 2017-12-02 10:10 | Report Abuse

What is the thesis here? let's fight 'the operator'? lol. good luck

Posted by chanj > 2017-12-02 17:40 | Report Abuse

HY will overtake Petron next week for sure.

Posted by MayBee > 2017-12-02 20:37 | Report Abuse

Wow, Petronm has quite a lot of newly joined followers in the background. Not bad !

Posted by Jon Choivo > 2017-12-03 00:57 | Report Abuse

How did i fail? What happened is that you failed to take into account alternative realities. Everything, i mean absolutely everything hit the home run for hengyuan this quarter.

Gain per barrel, increased crack price, USD gain, refinery shut down in europe and USA. This resulted in the all time highest quarter for hengyuan since 2008. I dont have record going back further. If any of those didnt happen, the quarter will not be that good.

Remember the 900mil loss in 2014? This is that equivalent again except in the opposite.

I do concede that book value is something i definitely look at, its important to determine the existence and value of the asset. And i do particularly love property companies with great balance sheets, selling below book value, and with a major parts of their assets still recorded in 1990 prices or 1978 prices. As people should, if you consider shares a fractional share of a business.

But my largest position (30% of portfolio) is trading at 2x book value. About 55% of my holdings trade at above book value, with no hidden assets. Alot of their value is qualitative anintagible.

Don't be sour over me calling out your incongruities in Ekovest. I am definitely thinking about buying some soon though. Alot of construction companies look cheap now.

Halite ricky yeo,

i am one of your follower .

"......It is the expected value that takes into account the magnitude of both upside and downside that counts.........."

this is not an easy job .... too many assumptions, not a fair and unbiased calculation

Jon Choivo had done it for hengyuan but fail , if not now , sure to be later

Posted by Jay > 2017-12-04 00:10 | Report Abuse

for those who try to spread lies that refining margins are going down in 4Q based on an ill written article, please use your own eyes to see the chart below

http://www.cmegroup.com/apps/cmegroup/widgets/productLibs/esignal-charts.html?code=D1N&title=DEC_2017_Singapore_Mogas_92_Unleaded_%28Platts%29_Brent_Crack_Spread_&type=p&venue=0&monthYear=Z7&year=2017&exchangeCode=XNYM

Posted by Awet91 > 2017-12-04 09:33 | Report Abuse

Hrc now leading petron no power

Posted by sheldon > 2017-12-04 10:33 | Report Abuse

I'm digging my heels with Petron. Remember folks that there are 2 values to a share - 1) Based on the fundamentals and 2) Based on Demand & Supply

Petron is doing excellent in 1 but not in 2. So I'm just twiddling my thumbs & swatting flies while waiting for its true potential to be realised.

Posted by hirocorn > 2017-12-04 11:53 | Report Abuse

drop to on par with hengyuan...

Posted by stockraider > 2017-12-04 11:55 | Report Abuse

Go go go Petron, pls runup u can do it....!!
U have hit Rm 12.98 b4 just summon ur internal strength loh...!!

Posted by oohlala > 2017-12-04 11:58 | Report Abuse

perhaps some people are switching from petron to HRC

Posted by 7skies > 2017-12-04 12:14 | Report Abuse

yes2 eps 3.10 woah kenot tahan!

Posted by thenewbee > 2017-12-04 12:19 | Report Abuse

oversold. petronm operators swap to hy? will see

Posted by tradeup2020 > 2017-12-04 12:22 | Report Abuse

darn, bleeding red..

Posted by filidon > 2017-12-04 12:26 | Report Abuse

oversold. good chance to buy

Posted by Kyou > 2017-12-04 12:33 | Report Abuse

Omg.... CJ huge drop again...

Posted by Awet91 > 2017-12-04 12:45 | Report Abuse

@kyou same here huge loss now.what happen on petron now.

Posted by sheldon > 2017-12-04 12:53 | Report Abuse

My take is that the entire market including Petron is down due to the strong MYR of late. Foreign investors either cashing in or staying on the sidelines

Posted by stockraider > 2017-12-04 13:20 | Report Abuse

How did hengyuan become a world champion with TTM eps rm 3.10

Quarterly eps

Q3 2017
Petdag Rm 0.77
Petron Rm 0.39
Hengyuan Rm 1.21
Nestle Rm 0.51

Q2 2017
Petdag Rm 0.25
Petron Rm 0.40
Hengyuan Rm 0.28
Nestle Rm 0.69

Q1 2017
Petdag Rm 0.26
Petron Rm 0.40
Hengyuan Rm 0.94
Nestle Rm 0.98

Q4 2016
Petdag Rm 0.25
Petron Rm 0.41
Hengyuan Rm 0.69
Nestle Rm 0.29

Overall culmulative 4 qtr TTM EPS
Petdag Rm 1.53 Pe 20x
Petron RM 1.54 Pe 7.3x
Hengyuan RM 3.10 Pe 3.7x
Nestle RM 2.47 Pe 39.4x

Conclusion
Hengyuan true champion with eps rm 3.10....beat 2nd best Nestle 2 out of 4 qtr.
Hengyuan most potential PE 3.7x v Petdag PE 20x, Petron 7.3x and Nestle 39.4x

Big potential for hengyuan to catchup loh...!!

If hengyuan trade at Pe of Petron 7.3x it should be Rm 22.63
If hengyuan trade at Pe of Petdag 20.0x it should be Rm 62.00
If hengyuan trade at Pe of Nestle 39.4x it should be Rm 122.14

Right now hengyuan as a world champion with eps rm 3.10 trade at pe 3.7x with very undervalue share price of Rm 11.36

There is alot of potential with huge margin of safety for hengyuan loh.....!! The current share price is still damn cheap loh...!!

Posted by Kyou > 2017-12-04 13:53 | Report Abuse

Petronm kena FF sell down , mayb goes below 10 i guess..holly shit

Posted by shidayea > 2017-12-04 13:56 | Report Abuse

Patience...

Posted by Awet91 > 2017-12-04 13:56 | Report Abuse

While hrc up petron go down again and again.mayb switch to hrc is better i think

Posted by tokohM > 2017-12-04 14:51 | Report Abuse

KO already. I also very sad with its performance thought of its strength and net cash company.

Posted by HENGYUAN @RM21 CONFIRM COMING > 2017-12-04 14:54 | Report Abuse

all switch to HY?? i wonder.

Posted by kimhaolian > 2017-12-04 15:02 | Report Abuse

no need to switch, just pump additional into HY, keep your holding in Petronm and enjoy the ride together.... Petronm still worth keeping and waiting for higher price.

Posted by kundasang > 2017-12-04 15:07 | Report Abuse

The best time to buy petronm now.

Posted by 秦梦瑶 > 2017-12-04 15:17 | Report Abuse

别担心，姐迟些会救你们的。

Posted by charles_cty > 2017-12-04 15:20 | Report Abuse

such as good FCF and every quarters also got earning stock... drop until like this...

Posted by sheldon > 2017-12-04 15:22 | Report Abuse

I have slight about Heng Yuan since Chinese companies have a reputation of publishing dubious figures. I may be wrong about Heng Yuan though.

Posted by Newplayer286 > 2017-12-04 15:25 | Report Abuse

纸和笔怕什么？纸怕万一，笔怕一万
看定点．

Posted by Collin Soo > 2017-12-04 15:25 | Report Abuse

More to drop?

Posted by chickenputih > 2017-12-04 15:31 | Report Abuse

joined the boat .. thanks !

Posted by Awet91 > 2017-12-04 15:31 | Report Abuse

Drop like sky to bottom in the ocean.grrr i hate this happen

Posted by tokohM > 2017-12-04 15:36 | Report Abuse

don't defy the gravity. it is in downtrend with major support 11.50 broken in the morning.

Posted by Jack888 > 2017-12-04 15:52 | Report Abuse

Oversought ! Ready to collect more..

Posted by sheldon > 2017-12-04 16:00 | Report Abuse

I'm catching a falling knife!

Posted by kimhaolian > 2017-12-04 16:04 | Report Abuse

3iiisohai...pls behave and dont be like the boh ka si come people house kpkb...

Posted by kimhaolian > 2017-12-04 16:05 | Report Abuse

want to promote own stock pls go back to own house.... basic manners...

Posted by Mohd Fahmi Bin Jaes > 2017-12-04 16:05 | Report Abuse

now buy