Posted by CurryBento > 2022-05-28 14:15 | Report Abuse

HY losing power?

Posted by subwayzzz > 2022-05-28 14:28 | Report Abuse

KYY told me you will be next

Posted by 888STOCK888 > 2022-05-28 15:10 | Report Abuse

HY will limit up 3 times!!!!!! Heng, Ong, Huatt ah!!!! =D

Posted by subwayzzz > 2022-05-28 15:32 | Report Abuse

Heng ong huat is ours

Posted by onlyinvestment > 2022-05-28 15:45 | Report Abuse

For me is very simple, I still got some gain in currently price and I don't have too much share. So even though HY back to RM 5 , I will lost money but not too much. So I just wait and see what QR benefit will bring to me once QR announced....

Posted by probability > 2022-05-28 15:56 | Report Abuse

opportunity of a lifetime here where at current margin - it makes its entire market cap in just 7 months

why fear to go in heavily before Q1 results - just because of a potential hedging loss?

just imagine you have money to buy out this company, would you miss such a golden opportunity - payback at half a year?

so what if Q1 22' is a loss

do you not believe Hengyuan can capitalize current refining margin for Q2 and Q3?

Do you not believe how the refinery makes profit from crack spread?


Posted by onlyinvestment > May 28, 2022 3:45 PM | Report Abuse

For me is very simple, I still got some gain in currently price and I don't have too much share. So even though HY back to RM 5 , I will lost money but not too much. So I just wait and see what QR benefit will bring to me once QR announced....

Posted by stockwin > 2022-05-28 16:31 | Report Abuse

probability
opportunity of a lifetime here where at current margin - it makes its entire market cap in just 7 months

why fear to go in heavily before Q1 results - just because of a potential hedging loss?

just imagine you have money to buy out this company, would you miss such a golden opportunity - payback at half a year?
===================================================================

Hengyuan Mkt cap is 1.9 B. HYC is going to make 1.9 B in 7 months ? Am I missing something?

Posted by probability > 2022-05-28 16:36 | Report Abuse

someone, pls help to calculate for stockwin with the following variables

1) Refining margin 26 USD/brl
2) HY sales volume per qtr, 10.7m barrels
3) USD - MYR exchange rate: 4.38

Posted by subwayzzz > 2022-05-28 16:42 | Report Abuse

Save your time teaching these FUD guys. Tell them gemfinder is a pile of turd waiting to be flushed down the pipe. That will help.

Posted by Jerichomy > 2022-05-28 17:04 | Report Abuse

Don’t need calculate as all of you kena makan oredi!!

Posted by StartOfTheBull > 2022-05-28 17:04 | Report Abuse

A handful of people still riding on the horse while some just managed to catch and holding the horse tail. It is the same like Petronm and Hibiscus.

Posted by subwayzzz > 2022-05-28 17:22 | Report Abuse

You see?
Triggered

Posted by probability > 2022-05-28 17:23 | Report Abuse

understood..thanks

Posted by subwayzzz > May 28, 2022 5:22 PM | Report Abuse

You see?
Triggered

Posted by subwayzzz > 2022-05-28 17:24 | Report Abuse

Gemfinder is a low life creating multiple accounts to spread fear. Did anyone pay him to do that?

Posted by Johnzhang > 2022-05-28 17:28 | Report Abuse

Let the naysayers continue with their negative attitude as they like to ignore all facts and figures out there. They can’t dictate the market anyway, but the deep pockets manipulators can . The manipulators will eventually want to reap huge gain from share price rally

Posted by stockwin > 2022-05-28 17:34 | Report Abuse

probability
someone, pls help to calculate for stockwin with the following variables

1) Refining margin 26 USD/brl
2) HY sales volume per qtr, 10.7m barrels
3) USD - MYR exchange rate: 4.38

================================================================

Dont get me wrong. I gunuinely wants to know how you get 1.9B in 7 months. I am heavy in HYC.

Posted by Sslee > 2022-05-28 17:41 | Report Abuse

By monday or tueday night next week you will know the Hengyuan result.
Hengyuan gross profit (revenue - purchased) will be very good.

By the way if you look into Petronm (revenue - cost of sales)= RM 238.869 million.
And the cost of sales already include those items in note 18 of Total RM 271.115 million.

So the gross profit of Petron (Revenue - purchased)= RM 509,984 million on volume of 7.7 million barrel.
Or gross profit of RM 66.23 per barrel
USD to MYR Q1 4.20 USD 15.7 / barrel.
This gross profit include retail profit since Petrom sell most of their products by retail sales.

Now Q1 hengyuan gross profit if volume of 11 million barrels and margin of USD14.5 per barrel then gross profit will be 11X14.5X4.2= RM 670 million.

And Q2 based on Probability:
1) Refining margin 26 USD/brl
2) HY sales volume per qtr, 10.7m barrels
3) USD - MYR exchange rate: 4.38

The gross profit is 10.7X26X4.38 = RM 1218.5 million.

As of net profit then you need to wait for actual q1 and q2 financial result.

Posted by Jerichomy > 2022-05-28 17:44 | Report Abuse

Wah so many ikan bilis…what a feast

Posted by Jerichomy > 2022-05-28 17:45 |

Post removed.Why?

Posted by stockwin > 2022-05-28 17:47 | Report Abuse

TQ Slee.
I thought his Projected PAT for 7 months is 1.9B.

Posted by 888STOCK888 > 2022-05-28 17:50 | Report Abuse

Thanks Sslee, very good information why my Private Remisier said it can limit up at least 3 times.... =D

Posted by VTrade > 2022-05-28 17:58 | Report Abuse

Good info 发哥

Posted by klsejeff88 > 2022-05-28 18:04 | Report Abuse

Let's hope solid good result and no surprises.

Posted by probability > 2022-05-28 18:09 | Report Abuse

expect loss making in Q1, but i assure you that Q2 onwards will be spectacular as predicted above

suggest only those who can handle above stay invested in HY

i want traders to be out

Posted by stockwin > 2022-05-28 18:42 | Report Abuse

Honestly if Q1 is loss making, something is not right.

Posted by probability > 2022-05-28 18:44 | Report Abuse

nope, it can still be all right

Posted by probability > 2022-05-28 18:45 | Report Abuse

still have pay back period 7 months

Posted by searchingmoney > 2022-05-28 19:36 | Report Abuse

it is interesting to read from those presenting with fact and data + healthy comments compare to makan ikan bilis + shark + hammer sini sana。。。

Posted by subwayzzz > 2022-05-28 19:40 | Report Abuse

Ya lor. Instead of presenting useful information untuk kemakmuran semua, he wanna teach us about biodiversity.
Since he loves ikan bilis so much, his next life should be ikan bilis and his fate will end up in belacan.

Posted by subwayzzz > 2022-05-28 19:40 | Report Abuse

Now this is some yum yum thing

Posted by searchingmoney > 2022-05-28 19:50 | Report Abuse

belacan, chilli, curry powder kasih kaw kaw punya

Posted by Jerichomy > 2022-05-28 19:55 |

Post removed.Why?

Posted by searchingmoney > 2022-05-28 19:57 | Report Abuse

makan till u lau sai lol...

Posted by klee > 2022-05-28 19:57 | Report Abuse

Yes,this miniature ikan bilis day in day out only one quote.And thats all it is capable of...

Posted by klee > 2022-05-28 19:58 | Report Abuse

At least rr88 provided more entertainment with his hammers n triangles.

Posted by subwayzzz > 2022-05-28 20:29 | Report Abuse

These so-called sifu are self proclaimed. in fact, I feel disgusting calling these people sifu. Yucks

There’s only one generous contributor in this forum who doesn’t call himself either sifu or whatever name you want to call it, he only goes by his nickname, probability.

Posted by subwayzzz > 2022-05-28 20:33 | Report Abuse

That gemfinder is unintelligent. Ikan bilis and shark and rr88 and otb.. that’s all he knows. Go f urself la.

Posted by klee > 2022-05-28 20:36 | Report Abuse

Probability deserve his credits from day one .At the end of the day,whatever outcome,he is The Man.

Posted by Investing_Bursa > 2022-05-28 20:48 | Report Abuse

Ya I agree. Probability gives facts and not just make comments simply . He deserves credit !

Posted by OTB > 2022-05-28 20:57 |

Post removed.Why?

Posted by probability > 2022-05-28 21:02 | Report Abuse

Noted OTB..

I just want investors here to still stick to HY despite the worst possible outcome near term (despite the odds being extremely slim), knowing mid & long term performance will be simply outstanding with high certainty than any of the stocks in Bursa.

Posted by searchingmoney > 2022-05-28 21:03 | Report Abuse

Guys...have a look at the candlestick patterns below which I jz discovered, correct me if it is wrong. Thanks
1) https://m.investing.com/equities/shell-refining-company-chart
2) https://blog.decisionmakerbd.net/16-candlestick-patterns-every-trader-should-know/

Posted by searchingmoney > 2022-05-28 21:06 | Report Abuse

Thanks probability...

Posted by GrowthCapitalist > 2022-05-28 21:08 | Report Abuse

hey guys i wonder, where do you obtain the value of output refined oil from the crude oil per barrel or the value of refinery margin ? Was it approximate?

btw, take a look of XLE etf, it has broke a new high with all the oil company break a new. I guess its a rally next monday.

Posted by OTB > 2022-05-28 21:10 |

Post removed.Why?

Posted by GrowthCapitalist > 2022-05-28 21:13 | Report Abuse

I found some of you calculating differently on the refining margin, mind sharing where do you get the value and wanna double confirm to my side as well. OTB or sslee?

Posted by OTB > 2022-05-28 21:25 |

Post removed.Why?

Posted by OTB > 2022-05-28 21:27 | Report Abuse

gemfinder is not jerichomy.
gemfinder's account in I3 is suspended because of his uncalled personal attack remarks.

Posted by OTB > 2022-05-28 21:32 |

Post removed.Why?

Posted by OTB > 2022-05-28 21:57 | Report Abuse

Dear GrowthCapitalist,
The below method is the correct one.

Posted by John_Lee > Apr 21, 2018 06:53 PM | Report Abuse

Prices at 20 April close:
MOPS Mogas 95 - $81.284
MOPS Gasoil - $83.933
Brent Crude - $74.06

3:2:1 crack spread = ($162.57 + $83.93 - $222.18) / 3 = $8.11

$8.11 crack spread still not happy? Oh that is not accurate because hengyuan is on FIFO. They hold inventory for a month? Ok. Lets use 22/3/18 Brent Crude price as cost @ $68.91.

3:2:1 crack spread = ($162.57 + $83.93 - $206.73) / 3 = $13.26