Let me ask the malicious attackers. what’s the point of crying over split milk ? Move on with your life and stop crying! ———————————
All the malicious attackers on HY must have bought HY at $17 in Jan 2018 and cut massive losses at $4-5. It’s been so painful for so long that it can not be forgotten and forgiven. But that’s not HY’s fault ,but their own fault. Why attack HY as a company? So buying at $4-5 now is very safe , especially HY makes historical level of earnings for FY2022 that no other listed companies has ever achieved on PEx basis.
Don’t interpret the account of HY to the way it suits you lah! Your knowledge on hedging is very shallow and layman type . ——————
Posted by stockraider > 10 minutes ago | Report Abuse
Look at the fact & figures mah!
All back up mah! Nothing malicious mah! Why General Raider says Sifu Sslee analysis on Hengyuan is dangerous flawed ?
1. Looking at the balance sheet HRC hedging losses as at 30-6-2022 amounted to rm Rm 1,329M of this sum of losses Rm 1189m or 90% are contributed by just 6 mths of operation result for the latest 30-6-2022 Financial result loh!
2. HRC derivative outstanding liabilities todate is Rm 1,781M whereas is derivative assets is Rm 261m, meaning net derivative negative exposure is Rm 1,520M.....meaning the counter party should be able received payment of Rm 1,520M from Hengyuan, it is just like your share margin losses loh!
how is this true leh? how did the war save the tycoon?
True loh! Chinese Nickel billionaire nearly bankrupt betting on nickel future loh!
Lucky russian -ukraine war save him from the brink
Posted by UlarSawa > 17 seconds ago | Report Abuse
Takda baca news article many China companies also hedging on commodity lah. Not only HY leh. Where got hedging surewin one leh. If thats the case no need so hard run the refinery terus hedge enuf lah. Haiyoh. Correct?
eagerinvestor
hy profit or loss is based on margin not derivatives. so yes it can make money when head win tail also win when got margin.
Haiyah Income, it is true fact mah! You see Uncle Koon always buka his poker cards, everyone see and take the opposite trade. Better is keep your own judi card to yourself loh. Kikiko. Correct?
Uncle Koon is StockGod leh. All at here one pun not that level mah. How to compare with UncleKoon lah. Haiyoh. Correct?
tehka
Haiyah Income, it is true fact mah! You see Uncle Koon always buka his poker cards, everyone see and take the opposite trade. Better is keep your own judi card to yourself loh. Kikiko. Correct?
You googles case study pun googles half only. Succesful hedged one. The other half you takda goggle kah. Failed one leh. Hedging is like Double edged sword leh. Haiyoh. Correct?
eagerinvestor
how is this true leh? how did the war save the tycoon?
Got hadiah. Ular will issue a certificate of Achievement to all the participants plus a Throphy to the winner with best tukang tilik on Hedging HY. Haiyoh. Correct?
Income
Ular, ada HADIAH FOR HY TP MOST ACCURATE WINNER KAH?
Can WE ALL SALUTE THE WINNER OF HY MOST ACCURATE TP AS THE I3 Hero or Master of 2022 Bursa HY TP???
yes, as long as there is a counter party to provide the hedging contract like found on futures for commodity Posted by Income > 1 minute ago | Report Abuse
Yes. Betul MM.
If hedging doesn’t bring losses, then every company in Bursa please make hedging lah.
For HY refinery its actually good if the gasoline margin stays low, as the lower it is the higher the Diesel & Jet fuel crack will go since refinery try to compensate their loss in gasoline with higher margins on other refined products.
Further, this will discourage simple refiners who produce mainly gasoline and fuel oil from increasing output and even shutting down their operation - reducing further diesel availability on the market.
HY which had hedged significant amount of gasoline (at about 20% of their sales volume - basically all their gasoline yield ) will be the greatest beneficiary among all regional refineries.
All the information are there, research carefully to gain an edge to make fantastic investment decision of a lifetime. Good luck..
Opinion is nothing leh. Share price more important lah. At the end menang judi is the most important thing of all lah. Haiyoh. Correct?
eagerinvestor
to any readers that wanna get stock info on hy from fellow members here. just ask them to explain hedging. If they can't even explain properly dun bother listen. their opinion isn't worth a penny. ok adios
Hedging? hedging is simple, you just buy a plane ticket with AAX and you get nothing in return then you need to buy another plane ticket from MAS and you also get nothing in return
this is one sided hedging, where Capital A cannot hedge their ticket pricing along with fuel pricing
refinery hedge both refined products along with feed crude
thats how they can secure margin when its very thin
refinery has no business of one sided commodity hedging except for inventory to avoid volatility on earnings due to mark to market changes
Posted by Income > Sep 4, 2022 4:10 PM | Report Abuse
You cakap banyak and acting like sangat panlai.
I tell you lah. AirAsia or now is Capital A, almost always make aviation oil hedging and also lose millions lah. True case studies. Proven to you why hedging also can cause huge losses lah. Open your mind lah.
Posted by Income > Sep 4, 2022 4:16 PM | Report Abuse
You cakap banyak and acting like sangat panlai.
I tell you lah. AirAsia or now is Capital A, almost always make aviation oil hedging and also lose millions because of huge losses in aviation oil hedging (is one of AIrAsia contributing factors for its huge losses) . True case studies. Proven to you why hedging also can cause huge losses lah. Open your mind lah.
HY tikam big it open small. Then tikam small it open big. Lose more. It show HY really lousy main tikam tikam lah. Thats why loss over 1 bil lah. Haiyoh. Correct?
Whatever lah. Hedging also lah. If good why loss so much lah. Why wait dont close position leh. Scare later closed even worst. Lost more lagi teruk. Just like you are holding paperloss scare to cutloss and holding it until the end cutloss at bigger loss also possible leh. Not prudent betting like this leh. Haiyoh. Correct?
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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....
Johnzhang
3,098 posts
Posted by Johnzhang > 2022-09-04 15:20 | Report Abuse
Let me ask the malicious attackers. what’s the point of crying over split milk ?
Move on with your life and stop crying!
———————————
All the malicious attackers on HY must have bought HY at $17 in Jan 2018 and cut massive losses at $4-5. It’s been so painful for so long that it can not be forgotten and forgiven. But that’s not HY’s fault ,but their own fault. Why attack HY as a company?
So buying at $4-5 now is very safe , especially HY makes historical level of earnings for FY2022 that no other listed companies has ever achieved on PEx basis.