Posted by probability > 2022-09-01 11:21 | Report Abuse

thanks Rabbit2..

Posted by Rabbit2 > Sep 1, 2022 12:09 AM | Report Abuse

@Probability @Johnzhang @Sslee @Zhugeliang @Hng33
Not sure whether this will be the better example to explain marked to market thingy…
You purchased a bond RM1 mil at 3.8% interest p.a. with a tenure of 3 years. Due to OPR movements, investors’ risk and reward expectation, the market yield of your bond increase to 4.3% and hence causing the market price of your bond now dropped to below RM1 mil I.e. unrealized marked to market loss. However, if you hold your bond until maturity, you will still get your 3.8% fixed interest p.a., with all this marked to market gain or loss will eventually reset to zero on the maturity date as you will get back exact amount principal repayment of RM1 mil from the issuer.
Fair value of derivatives consist of 2 components which is the spot element and forward point (basis swap spread) element. Spot element is like the 3.8% interest element, basis swap spread/cost of hedging is like the market expectation which the unrealized gain/loss will eventually reset to zero on the contract maturity date.
This is why I said losses on cash flow hedge will be recycled to pnl when the settlement is due, whereas losses on cost of hedging will eventually reset to zero upon maturity.

Posted by Mikecyc > 2022-09-01 11:22 |

Post removed.Why?

Posted by Ahahah > 2022-09-01 11:24 | Report Abuse

I know someone keep on collecting HY today. Once he collect enough, then the share only can move north.

Posted by Mikecyc > 2022-09-01 11:25 |

Post removed.Why?

Posted by Zhuge_Liang > 2022-09-01 11:45 | Report Abuse

Crack spread of gasoline in the US =USD29.87.
US is using 3 : 2 :1 formula.
3 part of crude oil to refine 2 parts of gasoline and 1 part of heating oil.
Please read the link below.
https://en.macromicro.me/collections/19/mm-oil-price/4376/crude-oil-cracking-spread-vs-wti

Posted by ty Y > 2022-09-01 12:14 | Report Abuse

Isn't the target price $19.50 when the second quarter results come out? ooi isn't your report written like this? I sold my car and sold my house and went into Hengyuan.

Posted by BoomBerg > 2022-09-01 12:19 | Report Abuse

Weak holder scrambling like hell
Will regret tomorrow
All due to naysayers ib doggy spamming misleading info
New dawn tomorrow

Posted by BoomBerg > 2022-09-01 12:20 | Report Abuse

Closing green is a good sign
Normally sell on news

Posted by BoomBerg > 2022-09-01 12:22 | Report Abuse

Today can cross 5.50 will be start of the run to higher north
No more turning back
Good luck

Posted by BoomBerg > 2022-09-01 12:24 |

Post removed.Why?

Posted by BoomBerg > 2022-09-01 12:26 | Report Abuse

Once weak holder clear their position
New beginning will forward without obstacle

Posted by kl_guy > 2022-09-01 12:29 | Report Abuse

average IDSS at rm5.45 . hopefully can close above rm5.45 .

Posted by tehka > 2022-09-01 12:29 | Report Abuse

By right, IB will buy more mother share to hedge against cw price increase and sell when cw price is dropped

Posted by klee > 2022-09-01 12:29 | Report Abuse

haiyoh red soon...correct?

Posted by klee > 2022-09-01 12:31 | Report Abuse

operator wants goreng how high means it will go how high...haiyo.....correct?

Posted by IronShirt > 2022-09-01 12:32 | Report Abuse

10sen between legs cannot spread crack

Posted by klee > 2022-09-01 12:32 | Report Abuse

actually operator wants higher,but powell fcuked him

Posted by klee > 2022-09-01 12:34 | Report Abuse

even mm's hib got fcuked by powell,rip mm

Posted by BoomBerg > 2022-09-01 12:35 | Report Abuse

Refinery will be the best bet of the year
Mark my word
Tell me which industry can do well beside refinery?
Even O&G the best bet are facing uncertainty

Posted by tehka > 2022-09-01 12:36 | Report Abuse

Ty y, haiyo, just barely 48 hour ago you say otb very good you are believer now. What happen?

Posted by BobAxelrod > 2022-09-01 12:37 |

Post removed.Why?

Posted by BoomBerg > 2022-09-01 12:38 | Report Abuse

HY FYE at least 1 B even so much hedging lost
EPS at least RM3-5 for FYE

Posted by BobAxelrod > 2022-09-01 12:39 | Report Abuse

Petroleum refineries are not under O&G???....my pet fish is rolling on the floor laughing so hard!

Posted by BoomBerg > 2022-09-01 12:40 |

Post removed.Why?

Posted by BoomBerg > 2022-09-01 12:42 | Report Abuse

Another very very gong1 also

Posted by BoomBerg > 2022-09-01 12:43 | Report Abuse

Do you understand orang putih bobbydoggies

BoomBerg Refinery will be the best bet of the year
Mark my word
Tell me which industry can do well beside refinery?
Even O&G the best bet are facing uncertainty
01/09/2022 12:35 PM

Posted by BoomBerg > 2022-09-01 12:44 | Report Abuse

Go back to school

Posted by BoomBerg > 2022-09-01 12:46 | Report Abuse

HAHAHA what a stuuuuuuuuuuupid respong bobbydoggies
No worst than stray doggggggggies kurrrrrap

Posted by BoomBerg > 2022-09-01 12:47 | Report Abuse

Sell on news but still green
Why hah

Posted by BoomBerg > 2022-09-01 12:48 | Report Abuse

Refinery will be the best bet of the year
Mark my word
Tell me which industry can do well beside refinery?
Even O&G the best bet are facing uncertainty
01/09/2022 12:35 PM

Posted by lee77 > 2022-09-01 12:54 | Report Abuse

What is the IDSS ???
Need to cover back on the same day ??

Posted by BoomBerg > 2022-09-01 12:54 | Report Abuse

Russian sanction and lack of refinery capacity in the world
Winter coming and Europe full sanction will take of end of 2022

Even PetroViet need to built refinery of 210 K barrel per day cost USD 13 Billion and need 5 years to complete

HenYuan capacity 156 K barrel per day

Posted by BoomBerg > 2022-09-01 12:57 | Report Abuse

RSS and IDSS dont work on HY due lack of shares to borrow especially EPF or GLC
IT wont happen like Glove stock kena hantam kaw kaw

Posted by BoomBerg > 2022-09-01 12:59 | Report Abuse

IDSS means intra day short selling
Need to cover same day

Posted by BoomBerg > 2022-09-01 13:01 | Report Abuse

RSS means regulated short selling
Borrow shares to sell and pay back later for a years timeframe

Posted by BoomBerg > 2022-09-01 13:04 | Report Abuse

Where all the naysayers ib doggies ?
Daily paid?

Posted by BoomBerg > 2022-09-01 13:04 | Report Abuse

Or hourly pay?

Posted by BoomBerg > 2022-09-01 13:05 | Report Abuse

Refinery will be the best bet of the year
Mark my word
Tell me which industry can do well beside refinery?
Even O&G the best bet are facing uncertainty
01/09/2022 12:35 PM

Posted by BoomBerg > 2022-09-01 13:05 | Report Abuse

Russian sanction and lack of refinery capacity in the world
Winter coming and Europe full sanction will take of end of 2022

Even PetroViet need to built refinery of 210 K barrel per day cost USD 13 Billion and need 5 years to complete

HenYuan capacity 156 K barrel per day

Posted by BoomBerg > 2022-09-01 13:06 | Report Abuse

HY will slowly and surely back in limeligt

Posted by MoneyMakers > 2022-09-01 13:07 |

Post removed.Why?

Posted by BoomBerg > 2022-09-01 13:09 | Report Abuse

Today most weak holders or kena influence by ib doggies all tapau

Posted by BoomBerg > 2022-09-01 13:14 | Report Abuse

<4.5o lei so sad

Posted by BoomBerg > 2022-09-01 13:17 | Report Abuse

Caring and sharing
Not like naysayers doggggggies paid by ib spamming lies
Especially you FUCCER you money maker

Posted by BoomBerg > 2022-09-01 13:19 | Report Abuse

I can smell very stink abalone even few hundred miles away

Posted by Sslee > 2022-09-01 13:20 | Report Abuse

Posted by Mikecyc > Sep 1, 2022 11:12 AM | Report Abuse
Haha aiya Ssllee no Support Petronm ke … drink Red Red Wine ke … jangan mabuk tau …jaga jaga …

Mike,
Saya ada support sikit, nanti petand q buy lagi:

Stock : 3042 – PETRONM
100711336 01/09/2022 Brought Forward 64,000 5.1787
100868987 01/09/2022 Buy 2,000 5.130

Posted by MoneyMakers > 2022-09-01 13:20 | Report Abuse

If really caring/sharing - should share coming Q3 1.07Bil hedging loss + crack spread collapse

Posted by MoneyMakers > 2022-09-01 13:21 |

Post removed.Why?

Posted by Sslee > 2022-09-01 13:22 | Report Abuse

MM ada support bugaraya kah?

Posted by BoomBerg > 2022-09-01 13:23 | Report Abuse

You mean psychopath stockraider who gave Hengyuan TP25.00 back in 2017