Posted by klee > 2022-05-19 16:53 | Report Abuse

apple168 today happy ya?lol

Posted by klee > 2022-05-19 16:55 | Report Abuse

once EU kawtim hungary,we gap up to rm9.....


https://www.reuters.com/world/europe/hungary-says-eus-russia-oil-embargo-should-exempt-pipeline-shipments-2022-05-11/

Posted by klee > 2022-05-19 16:57 | Report Abuse

By hook or by crook,EU will kawtim.The western european region need see russia weakened n destroyed to ensure their own safety.

Posted by upshare > 2022-05-19 16:57 | Report Abuse

tomolo below RM7??

Posted by Ahahah > 2022-05-19 17:00 | Report Abuse

What happen to HY? Suddenly down so much.

Posted by klee > 2022-05-19 17:01 | Report Abuse

USA markets kacau.

Ahahah

What happen to HY? Suddenly down so much.

Posted by Hwai Hooi > 2022-05-19 17:02 | Report Abuse

oil price drop

Posted by Hwai Hooi > 2022-05-19 17:03 | Report Abuse

more and more big antenna

Posted by tigerroar38 > 2022-05-19 17:16 | Report Abuse

COLLECT WHILE YOU CAN!

It is still very damn cheap compare to the fundamental =) Those haven't on board. Is your chance. It takes time to setup a new refinery to cover the demand. Even it can, supply or crude oil is also a question mark. This issue will not be solve within near term. Refinery margin will stay elevated for sometimes.. HY will make the best record profit in 2022.


Hong Leong Investment Bank Research (HLIB) said refining margins are at an all-time high due to structural issues.

“Our findings have led us to believe that the surge in refining product margins is a lingering problem arising from structural issues including the surge in demand post-pandemic, supply shortage due to years of under-investment and environmental, social and governance-related pressures, as well as sanctions on Russian oil.

“All of them would not be addressed in the immediate term,” it said in a report on Tuesday.

The research house pointed out that even before the Covid-19 pandemic, fossil fuels have been demonised as an energy source deemed to be environmentally harmful and going against the decarbonisation movement globally.

According to Bloomberg, old Western refineries have struggled to compete while environmental regulations have increased costs.

“The fuel-demand collapse triggered by Covid-19 only turbo-charged the trend, resulting in dozens of refinery operations shutting down for good in Europe and the United States in 2020 and 2021.

“While new capacities have emerged in China, the country controls how much fuel refiners can export so that capacity is effectively out of reach of the global market,” HLIB said.

“The sanctions on Russian oil had exacerbated the situation,” the research house pointed out.

Russia was a major exporter of not just crude, but also diesel and semi-processed oil that Western refiners turned into fuel.

“Europe, in particular, relied on Russian refineries for a significant chunk of its diesel imports. Now that sanctions are in place, Europe not only needs to find extra crude to produce diesel and other fuels, but crucially, it needs the refining capacity to do so,” HLIB said.

Posted by apple168 > 2022-05-19 17:42 | Report Abuse

HY Short9e!

Posted by apple168 > 2022-05-19 17:43 | Report Abuse

Tmr below 7!

Posted by Investing_Bursa > 2022-05-19 17:43 | Report Abuse

Our beloved apple is back ! We love u

Posted by Yawn.... Zzzzz > 2022-05-19 17:47 | Report Abuse

Below 6.500 please.......if 7 you better go sleep la

Posted by Johnzhang > 2022-05-19 17:57 | Report Abuse

What happened to HRC these 2 days?
Wild price swing today from as high as $7.70 down to close at $7.17!

Posted by aleroe > 2022-05-19 18:01 | Report Abuse

Making new highs every day though

Posted by CurryBento > 2022-05-19 18:01 | Report Abuse

https://klse.i3investor.com/web/blog/detail/sinchew_company_story/2022...

（吉隆坡17日讯）受到疫情后需求激增、多年投资不足和来自环境、社会与企业监管（ESG）相关课题，及制裁俄罗斯原油等结构问题影响，国际原油提炼赚幅处高位，分析员点出，国内聚焦下游提炼业务的油气公司料可因此受惠，维持油气领域“增持”投资评级。

浮现短线交易机会
丰隆研究分析员今日在报告中披露，在观察布兰特原油裂解差价（Brent crack spreadprices）走势后，发现提炼赚幅目前处于新高区间水平，相信涉及下游提炼业务的恒源（HENGYUAN,4324,主板能源组）及PETRON大马（PETRONM,3042,主板能源组）料能从中受惠，短线交易机会浮现。

“原油相关产品赚幅激升，或与长久存在的领域结构问题有很大的关系，这包括（一）疫情后需求攀升、（二）多年投资不足及ESG课题造成供应短缺，及（三）俄罗斯原油遭制裁，这些结构课题并非短期内可解决。”

根据价差合约与金融交易服务商OANDA平台，所谓的裂解是来指将原油精炼成石油产品的过程。对于买进原油，并且精炼、销售汽油等石油产品的石油企业，最关切是利用提炼石油的利润确保稳定收益。

因此，针对原油与各种石油产品价格之间的价差进行避险，才是石油企业在风险管理上至关重要的事，像这种透过原油与石油产品之间的价差进行避险的行为就称作“裂解价差交易”。

分析员指出，一般而言原油价格及提炼产品价格是齐头并进，并且几乎对称移动，不过现在这传统的趋势却被打破，这可从先前提及的3大发现看出端倪。

“首先是市场对下游产品的需求强劲回弹，我们相信这主要是大部份国家历经两年锁国后重开国门及经济后，大幅带动需求弹升，而调查显示需求激增耗尽全球原油库存，目前跌至5年新低。”

Posted by apple168 > 2022-05-19 18:19 | Report Abuse

Please be informed that FED is determined to push the market lower. Stock market crash brings inflation down. Don't fight the FED.

Posted by cactus81 > 2022-05-19 18:23 | Report Abuse

FED wants soft landing.

Posted by blackgold77 > 2022-05-19 18:30 | Report Abuse

let apple post a bit here la.. apple long time disappear already... apple need to inform a lot of things... everyday up 5% cannot post anything, one day down 3% so big deal have to inform this inform that hahahaha joker apple

Posted by Investing_Bursa > 2022-05-19 19:03 | Report Abuse

https://www.bloomberg.com/news/articles/2022-05-19/china-in-talks-with-russia-to-buy-oil-for-strategic-reserves-l3cusjp0

Posted by subwayzzz > 2022-05-19 19:14 | Report Abuse

Apple is chicken little

Posted by blackgold77 > 2022-05-19 19:22 | Report Abuse

kesian apple la... let apple earn a bit to buy panties

Posted by rr88 > 2022-05-19 19:48 | Report Abuse

Managed to tangkap cikit at 7.08. Normal lar ding dong ding dong.

The big picture is 4.00 to 7.00.
R&r ding dong ding dong at 7.00. Then continue to 7.00 + (7.00 - 4.00) = 10.00.

How it gets that dont know, but it will get there. Bcause they will make rm600 - 800 mil this year.

Posted by blackgold77 > 2022-05-19 20:41 | Report Abuse

wow its very rare to see rr88 actually type a comment, instead of posting news that go opposite direction... haha

Posted by apple168 > 2022-05-19 20:56 | Report Abuse

IMF warned Malaysia is next country to go into economic recession. Why? Malaysia is the second largest debt followed by Sri Lanka! Short9e HY, KLSE!

Posted by apple168 > 2022-05-19 20:57 | Report Abuse

See HY below 2!

Posted by rr88 > 2022-05-19 20:58 | Report Abuse

No need a rocket scientist to figure this out. Easy as a b c.

Profit up, revenue up, means business is good.

Last qtr 180mil profit.
This qtr coming out end of this month better than 180 mil bcause selling price is higher.

Congak2 can get 600 - 800 mil profit for 2022.

Total shares = 300 mil

Eps = (600/300) to (800/300)
= 2.00 - 2.60

Which means share price wont stop at 7.00.

Posted by apple168 > 2022-05-19 21:04 | Report Abuse

Stop bullsh*ting the earning, economic recession hits, all will drop like mad! Remember Dow J slumped -1165 points!

Posted by apple168 > 2022-05-19 21:08 | Report Abuse

Malaysia, second largest debt country in Asia, just behind Sri Lanka — IMF data! Short9e KLSE!

Posted by rr88 > 2022-05-19 21:15 | Report Abuse

Brown gold. You are not my match. I let you know whats wrong with you if you dont know. I hv worked all over the world n dealt with all kind of people. Your mental standard is at very low low level. If you want to upgrade, from now on you talk about market. Dont talk about people.

Posted by apple168 > 2022-05-19 21:16 | Report Abuse

Tok Pauh

Malaysia berada di kedudukan ke dua dengan hutang terbesar di Asia selepas Sri Lanka.

Hutang ni semuanya berbentuk riba, jadi dikalangan negara Islam, kita la yang terbesar di Asia dalam mengambil pinjaman riba.

Tahap mana lagi kita nak menuju?

— Che Det (Ex-PM Malaysia)

Posted by rr88 > 2022-05-19 21:19 | Report Abuse

Apple. Perception and reality are two different things. Perception causes fear. Fear is emotion. Manage your emotion well to trade markets. HY numbers will be stunning for the rest of 2022. This is rational, not emotional.

Posted by RTA09391 > 2022-05-19 21:19 | Report Abuse

HY can reach RM17 by 2030 base on very fast growth stock

Posted by rr88 > 2022-05-19 21:20 | Report Abuse

Sepuluh ringgit, babe....at least...more is bonus..

Posted by apple168 > 2022-05-19 21:21 | Report Abuse

Ringgit dropped to 4.40 to 1 USD! Only poor country will slump like this! See ringgit at 5.0 to 1 USD!

Posted by apple168 > 2022-05-19 21:21 | Report Abuse

Short HY TP below 2!

Posted by apple168 > 2022-05-19 21:22 | Report Abuse

Do you think the china man will allow HY to be tax kau2 by Malaysia govt?! Impossible!

Posted by apple168 > 2022-05-19 21:24 | Report Abuse

Our meetings done and recorded to short KLSE by all means… HY is in the lists to be Short9e!

Posted by subwayzzz > 2022-05-19 21:31 | Report Abuse

Just another FUD
Did you short Sri Lankan market?
You would be on a pussie / c0c k fest if you had shorted their market and not here whining shorting Malaysian market.
It’s perfectly fine you’re back here on a down day.

Posted by klee > 2022-05-19 21:36 | Report Abuse

Double bottoms forming in usa markers.Tomorrow apple168 pakai daun as panty.

Posted by subwayzzz > 2022-05-19 21:38 | Report Abuse

Malaysia ranked 2nd in ASIA for having most DEBT?
ARE YOU SURE?
Please provide YOUR REFERENCE.

Posted by subwayzzz > 2022-05-19 21:44 | Report Abuse

The truth is the US is exporting their inflation to other countries which in effect creates an inflationary environment and starts an interest rate hike cycle.
We saw BNM just did that last week!

Posted by subwayzzz > 2022-05-19 21:45 | Report Abuse

HY is the beneficiary of this environment!

HOOT9E

Posted by OTB > 2022-05-19 22:10 |

Post removed.Why?

Posted by investorbat > 2022-05-19 22:11 | Report Abuse

If ringgit is 5 to 1 USD,HY will make more profits because crack spread is in USD.Exchange up from 4.18 in March to 4.4 today

Posted by gemfinder > 2022-05-19 22:19 | Report Abuse

Strong usd is bad to hrc cos hrc a lot of loans in usd!!!! Beware la

Posted by Peteryy > 2022-05-19 22:26 | Report Abuse

first time i heard recession hand pick country to recession....

Posted by Ahahah > 2022-05-19 22:39 | Report Abuse

Is ok. HY also earn in usd.

Posted by emsvsi > 2022-05-19 22:44 | Report Abuse

WHY SO MUCH ANGER IN THIS FORUM COME JOIN US IN GENTING BERHAD (3182) WHERE WE WELCOME EVERYONE INCLUDING NAYSAYERS WITH OPEN ARMS UNITED AS ONE FAMILY KELUARGA GENTING MALAYSIA TO THE SKIES AND BEYOND

Posted by subwayzzz > 2022-05-19 22:44 | Report Abuse

Yea
Wish I know which country would go into recession next then I will go all in shorting all the stocks in that junk country.