PH new reban in petronm....cmon y'all lets go smell ms.pet armpit. ms heng armpit no more oomph.....dragon is planning to move all the ph flag there soon..hahaha
after win all pakatan saporter become boss. got one macai is their wife and have to give epf one...so oso giv minimum salary...kekekekeke...good hoh? hehehehe
IF THE STOCK IS FUNDAMENTAL STRONG & UNDERVALUE...NO MATTER HOW U MANIPULATE, EVENTUALLY IT WILL ALWAYS GO UP IN THE LONG RUN MAH..!!
THE ABOVE IS NOT RAIDER SAYS, IT IS ADVICE BY W.BUFFET MAH..!!
SHORT TERM STOCK IS A VOTING MACHINE BUT LONGER IT IS A WEIGHING MACHINE LOH...!!
PUT IT THIS WAY LOH, IF MANIPULATION SEND THE STOCK DRASTICALLY WRONG WAY U BUY LOH....!! LET MR MARKET ACT STUPID, U TAKE ADVANTAGE OF HIM LOH...!!
Posted by 3iii > May 2, 2018 07:49 PM | Report Abuse
Hengyuan market share price is very volatile due to manipulation.
Q1. Investment Bank issued hundred millions of Call Warrants without holding significant share in Hengyuan. Example; Maybank investment Bank Berhad CJ, CI, CQ, CR 4x100,000,000 call warrants but holds 2,184,000 shares as of latest report. Any rule and regulation regarding issuing of call warrant?
Q2. Small free float of Hengyuan shares: With issue share capital of 300,000,000 shares and public shareholding spread of approximately 48.98 % or 146,940,000 shares. Hence many syndicates were feeding greed to push up the price, after they have sold their shares then spreading (false news) fear to push down the price and collect back cheaply and repeat the vicious circle of greed and fear again. These robbers had robbed many innocent investors of their life saving. This had to be stopped. I suggest board decide now to increase issue share capital with share split, bonus share, free warrant and ESOS?
================================
The pertinent observation of Sslee:
Hence many syndicates were feeding greed to push up the price, after they have sold their shares then spreading (false news) fear to push down the price and collect back cheaply and repeat the vicious circle of greed and fear again. These robbers had robbed many innocent investors of their life saving. This had to be stopped.
Knowing this counter is manipulated, why did you choose to be involved in this counter?
Do you have an advantage over others in this investment?
From all the questions asked, you are actually investing in a very difficult to understand business.
Of the 4 tenets of investing by Buffett, one of his tenets is: He only invests in a business he understands.
Let us go all out support Pakatan Harapan ... convince everyone to vote PH for a better future ... come back to make more money after GE14 ... cheers ...
To all my beloved forum members....please do not let Pakatan Harapan tinggal harapan... Jadikan lah Pakatan Harapan suatu kenyataan...suatu realisasi.... Lets spread the news everywhere you go....convey the message to everyone... Lets win the battle together.... Light blue eye
yes , BN will die die to ensure they win. remember last election, they somehow made BN win despite all marginal votes victory and dun average were indeed exceeding BN.
as such every single damn vote counts .....................................
do not leave a minutest chance for them to win...
every single old man, uncle, aunties you find...please persuade them. youngster have access to the media and whatsap...but not the elderly.
they will blindly vote for BN due to years of conditioning of the brain - neural paths.
please do and all out effort to ensure they vote for PH .......................................................
PKR hard to win as they facing few corner fight by PAS party. you know that kampung people some is religion supporters . the split vote will make BN win easily.
Dear all, What is the difference between an Ordinary Thief (OT) & a Political Thief (PT)?
1. The Ordinary Thief steals your Money, bag, watch, gold chain etc. But, The Political Thief steals your future, your children future, career, education, wealth, health & business!
2. The hilarious part is : The Ordinary Thief will choose whom to rob. But, you yourself choose the Political Thief to rob you.
3. The most ironic one : Police will chase and nab the Ordinary Thief. But, Police will look after and protect the Political Thief! That’s the travesty cum irony of our current society! And, we blindly say we are not blind!
they come out because dedak tak enough distribute d...that's why they mogok...but no use one.... here sarawak ppl easily satisfy....just yesterday night i received blue color manifesto
Dear all, My fair and objective opinion on Hengyuan ability to pay better dividend as follow: HENGYUAN: CURRENT ASSET = RM 2,875,154,000 CURRENT LIABILITIES = RM 695,412,000 NON-CURRENT LIABILITIES = RM 1,167,947,000 Ratio: 1.Current assets/Current liabilities= 2,875,154/695,412 = 4.13 2.Current assets/Non-current liabilities=2,875,154/1,167,947= 2.46 3.Current asset/Total liabilities= 2,875,154/(695,412+1,167,947) = 1.57 PETRONM CURRENT ASSET = RM 1,596,977,000 CURRENT LIABILITIES = RM 1,111,499,000 NON-CURRENT LIABILITIES = RM 99,738,000 Ratio: 1.Current assets/Current liabilities= 1,596,977/1,111,499 = 1.43 2.Current assets/Non-current liabilities=1,596,977/99,738= 16.01 3.Current asset/Total liabilities= 1,596,977/(1,111,499+99,738) = 1.31 Final Dividend 25 cents per share
In the Board opinion comparing these two companies: Which Company may not be able to satisfy the solvency position within 12 months following the proposed distribution of dividend if it is made to the shareholders?
THATS WHY U MUST BUY CAREFULLY LOH, DO NOT OVERPAY LOH....!! STICK TO SHARE CORRECTED PRICE UNDERVALUE HY TO AVOID HIGH RISK LOH...!! HENGYUAN TRADE AT PE 3X COMPARE TO WARREN BUFFET REFINERY PHILIP 66 PE 22X AND PETDAG PE 20X LOH....!!
ONLY BUYING INTO VERY HIGH UNDERVALUATION IN INVESTMENT, WITH BIG MARGIN OF SAFETY LIKE HY WILL PROTECT U, WHEN BIG CORRECTION STRIKE LOH...!!
Market correction of 30-40% could be coming soon, investment guru Mark Mobius warns Author: Tan KW | Publish date: Thu, 3 May 2018, 09:44 AM
(May 2): The long bull run for stock markets could be due a correction, according to one prominent emerging markets investor.
"There could be a substantial correction in the markets," Mark Mobius, founding partner at Mobius Capital Partners, told CNBC Wednesday.
A 30 to 40 percent adjustment is "not unreasonable," he said, speaking on developed as well as emerging markets. "I'm not predicting that, I'm just saying we've got to be ready for that," he added. Mobius cited the long U.S. bull market, since 2009, as the reason for the correction.
"The catalyst I believe will come from continuing increases in interest rates. The (Federal Reserve) is definitely moving in that direction," he said. "When the Fed moves, everybody else has got to move in that direction."
Mobius also cited the potential impact of political changes on markets. "Any event could also be a trigger," he explained.
"But most importantly we've seen this long bull market that needs a correction," he said.
"Over the long term emerging markets will do very, very well," Mobius said, but he added that "the short-term corrections can be quite dramatic."
Mobius was speaking to coincide with the launch of his new asset management firm Mobius Capital Partners. This will be focused on improving governance in emerging and frontier market companies.
He spoke positively about an improved working relationship with Chinese firms in particular.
"It's been very, very gratifying to see that the Chinese government has put a lot of emphasis on corporate governance," he said.
Mobius described a "sea change in attitude" from Chinese companies, which are becoming "much more receptive." - CNBC
THERE MAYBE NEW REFINERY BUT THEN THERE ARE DE COMMISSIONING OF MANY OLD REFINERY TOO MAH....!!
REMEMBER ,MOST IMPORTANTLY IF U BUY HY, U R INVESTING INTO THE WORLD MOST COST COMPETITIVE REFINERY IN THE WORLD MAH....!!
THOSE INVESTMENT INTO NEW REFINERY, LIKE PETRONAS PENGERANG VERY HIGH COST LOH, LIKE THE COST RM 58 PER BARREL PRODUCTION, JUST DEPRECIATION ALONE LOH...!! NO WAY CAN COMPETE WITH IDEAL COST COMPETITIVE HENGYUAN LOH....!!
ASK YOURSELF WHAT IS THE COST OF 1K BPD CAPACITY LEH ? IT WILL COST USD 21.25M PER 1K BPD FOR MARATHON OIL LOH...!!
FOR HENGYUAN LEH ?? IT WILL COST ONLY USD 4.8M PER 1K BPD LOH...!!
HENGYUAN IS THE MOST COST EFFECTIVE REFINERY IN THE WORLD LOH..!! A new powerhouse has been born in the oil industry just as prices spring back to life. Marathon Petroleum (MPC) reached a $23 billion deal on Monday to scoop up rival Andeavor (ANDV), creating the largest oil refinery in the United States.
The combined company will be able to process more than 3 million barrels of crude per day, representing 16% of the nation's total capacity. Marathon also owns the Speedway, the No. 2 gasoline and convenience store chain in the United States.
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SMARTASSET.COM The energy deal underscores the health of the refining business thanks to soaring appetite for gasoline that has kept their facilities humming.
"For this industry, the wind is behind our backs," Andeavor CEO Greg Goff told analysts during a conference call.
Global oil demand grew during the first three months of 2018 by the most in nearly eight years, according to Goldman Sachs.
"The state of refining in the United States is very healthy," said Matt Smith, director of commodity research at ClipperData.
Marathon agreed to pay $30.4 billion for Andeavor, including debt. That would make it the biggest global oil and gas deal since General Electric's (GE) $32 billion takeover of Baker Hughes (BHGE) in October 2016, according to research firm Dealogic.
Soaring oil prices -- crude has climbed above $68 a barrel for the first time in nearly four years -- has accelerated US shale oil production, giving refiners access to more supply.
Related: Why Exxon isn't enjoying America's big oil party
The Andeavor acquisition not only shows confidence in the oil price rally, but represents a bet on the US shale oil boom. Andeavor owns two refining plants located near the Permian Basin, the shale hotbed in West Texas and New Mexico that is pumping more and more oil.
One of the other catalysts for the deal: a 2020 rule change that will prevent ships from burning dirty fuel oil. The switch should boost demand for cleaner fuels that US refiners are able to produce.
REMEMBER BEN GRAHAM (THE SIFU OF WARREN BUFFET} ADVICE ON MARGIN OF SAFETY AS THE CENTRAL CORE OF ALL INVESTMENT & IN TIME OF RAMPANT FEAR LOH;
THATS WHY U MUST BUY CAREFULLY LOH, DO NOT OVERPAY LOH....!! STICK TO SHARE CORRECTED PRICE UNDERVALUE HY TO AVOID HIGH RISK LOH...!! HENGYUAN TRADE AT PE 3X COMPARE TO WARREN BUFFET REFINERY PHILIP 66 PE 22X AND PETDAG PE 20X LOH....!!
ONLY BUYING INTO VERY HIGH UNDERVALUATION IN INVESTMENT, WITH BIG MARGIN OF SAFETY LIKE HY WILL PROTECT U, WHEN BIG CORRECTION STRIKE LOH...!!
Posted by Ricky Yeo > May 3, 2018 10:35 AM | Report Abuse
So little hypothesis, let me generate a few more how HY will go up 100%
HY will go up 100% when:
1. Pakatan wins 2. BN wins 3. North Korea war fallout 3. North Korea peace talk success 4. Oil up $200 5. Oil down $30 6. Cryptocurrencies crashes 7. Cryptocurrencies surge 8. Fed raise rates 9. Fed didn't raise rates
Did I miss any local and global macroeconomic news? This is a good warmup. Conclusion: All are irrelevant.
WHY LEH ?? BCOS GOT CRUDE IMPORT QUOTA, REFINE OIL EXPORT QUOTA AND STRONG EMISSION CONTROL ON REFINE OIL PRODUCTION LOH....!! JUST IMAGINE CHINA NEED TO COMPLY WITH EURO 5 STANDARD NOW AND MALAYSIA STILL AT EURO 2 NOW...!! HOW CAN CHINA COMPETE WITH HY MSIA LEH ??
Posted by probability > May 3, 2018 10:37 AM | Report Abuse
A QUICK CHECK BY RAIDER ON THE FORWARD CRACK SPREAD...THE MACRO REFINE MARGIN HAS REBOUNDED TO USD 7.30 TO USD 8.20 PER BARREL LOH...!! WITH AVERAGE ABOUT USD 7.80 PER BARREL, THIS IS A SMALL DECREASE FROM THE RECORD PROFIT 2017, WHERE THE AVERAGE OF ONLY USD 8.40 MAH...!!
BTW THE CURRENT CRUDE DIFF BETWEEN BRENT & WTI IS ABOUT USD 5 TO 6 PER BARREL COMPARE TO USD 3 TO 4 PER BARREL IN 2017 MAH...!!
WHATEVER SLIGHTLY LOWER CRACK SPREAD, HY MANAGE TO COVER FROM THE CRUDE DIFF TO MAKE UP THE MARGIN MAH....!!
DON FORGET 2017, THERE IS RECORD EPS OF RM 3.10 FOR HY, IN 2018 THE EXPECTED TARGET EPS IS A CONSERVATIVE RM 2.00 LOH....!!
THUS FAT UPSIDE FOR HY GOING FWD LOH...!!
Posted by probability > May 3, 2018 10:44 AM | Report Abuse
CRACK SPREAD DROP 3 USD/BRL FROM AVERAGE MARGIN OF 7 USD/BRL IN 2017 MA!!
AT 4USD/BRL MARGIN OF SAFETY STILL VERY VERY GOOD LOH!!!!
Tongkarat.....i salute u la for ur effort. Pls keep up ur good work & vote for Be eNd. Even my colleague the UNO supporter are voting for the future (Harapan). Now the final question is what others dirty trick has not reveal yet. Hopefully blue eye has the answer and knows how to counter it.
aiyo dragon.....forget about its q1 eps....even 61 cents also price will no longer go up...market is much forward luking leh...it knows Q2 will collapse...and the refinery itself will truly collapse after the upgrade loh...kiki
aiyo musang...dragon and jeannie would like try out all sorts of position and do all sorts of Kama Sutras leh....you want to help him wear condom kah? kiki
U NEED TO UNDERSTAND...HOW CRACK SPREAD WORK MAH ?....!!
SUPPOSE BRENT WAS USD 67....THEN IT SUDDENLY...IT SHOOT UP TO USD 73...AS A REFINERY PREVIOUSLY U R SELLING AT USD 67 + 8 = USD 75, U CANNOT SIMPLY ADJUST TO USD 73 + 8 = USD 81, WHEN BRENT SIMPLY SHOOT UP MAH....!! THERE ARE LAGGING EFFECT TO THE PASS ON LIKE ABOUT 1 TO 2 MTH LOH....!!
RAIDER IS IN FACT IS AMAZED WHY THE CRACK SPREAD ONLY FALL LESS THAN USD 1 WHEN THE ACTUALLY REFINED SELLING PRICE IS NOW REVISED UPWARDS FROM USD 75 TO USD 81 OR USD 6 PER BARREL LOH...!!
THE MAIN REASON, IS THE VERY STRONG PRICING POWER OF THE REFINERY LIKE HY, THATS WHY THE DIFF ONLY USD 1 LOH...!!
THIS DIFF IS MORE THAN MAKE UP BY BRENT V WTI CRUDE DIFF OF USD 5 TO 6 AND PLUS THE CURRENT HY INVENTORY GAIN LOH...!!
Posted by dragonslayer > May 3, 2018 11:14 AM | Report Abuse
Aiyo...cakap about buttspread....why may spread dropped USD1 wo...8plus become 7 plus...baru few days only...until mid mth...how much it can drop again....6plus ha...like Apr ini macam kah.....see first...9/5 result....later...ada 2 days holiday kah....very fast one ..mid may sudah sampai lor...then...another 2 weeks...deng deng dengggggg ...> Q1 result kambing oh.....wakakaka....kikiki
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....
hollandking
3,694 posts
Posted by hollandking > 2018-05-02 19:52 | Report Abuse
so guys, plz don't spit at those wearing BN shirts, some could be PH supporters