Posted by MoneyMakersDirtyPuki > 2022-09-05 23:06 | Report Abuse

Plan exit ASAP..possible huge dump down to orig price rm3 by month-end (div xdate)

Either ownself dump 1st or syndicate dump 1st..choose wisely or 4ever regret
I MoneyMakers smelly and dirty PU ki. Anyone want to jilat.

Posted by MoneyMakersDirtyPuki > 2022-09-05 23:06 | Report Abuse

Plan exit ASAP..possible huge dump down to orig price rm3 by month-end (div xdate)

Either ownself dump 1st or syndicate dump 1st..choose wisely or 4ever regret
I MoneyMakers smelly and dirty PU ki. Anyone want to jilat.

Posted by MoneyMakersDirtyPuki > 2022-09-05 23:06 | Report Abuse

Plan exit ASAP..possible huge dump down to orig price rm3 by month-end (div xdate)

Either ownself dump 1st or syndicate dump 1st..choose wisely or 4ever regret
I MoneyMakers smelly and dirty PU ki. Anyone want to jilat.

Posted by MoneyMakersDirtyPuki > 2022-09-05 23:07 | Report Abuse

Plan exit ASAP..possible huge dump down to orig price rm3 by month-end (div xdate)

Either ownself dump 1st or syndicate dump 1st..choose wisely or 4ever regret
I MoneyMakers smelly and dirty PU ki. Anyone want to jilat.

Posted by MoneyMakersDirtyPuki > 2022-09-05 23:07 | Report Abuse

Plan exit ASAP..possible huge dump down to orig price rm3 by month-end (div xdate)

Either ownself dump 1st or syndicate dump 1st..choose wisely or 4ever regret
I MoneyMakers smelly and dirty PU ki. Anyone want to jilat.

Posted by MoneyMakersDirtyPuki > 2022-09-05 23:07 | Report Abuse

Plan exit ASAP..possible huge dump down to orig price rm3 by month-end (div xdate)

Either ownself dump 1st or syndicate dump 1st..choose wisely or 4ever regret
I MoneyMakers smelly and dirty PU ki. Anyone want to jilat.

Posted by MoneyMakersDirtyPuki > 2022-09-05 23:07 | Report Abuse

Plan exit ASAP..possible huge dump down to orig price rm3 by month-end (div xdate)

Either ownself dump 1st or syndicate dump 1st..choose wisely or 4ever regret
I MoneyMakers smelly and dirty PU ki. Anyone want to jilat.

Posted by MoneyMakersDirtyPuki > 2022-09-05 23:07 | Report Abuse

Plan exit ASAP..possible huge dump down to orig price rm3 by month-end (div xdate)

Either ownself dump 1st or syndicate dump 1st..choose wisely or 4ever regret
I MoneyMakers smelly and dirty PU ki. Anyone want to jilat.

Posted by BoomBerg > 2022-09-05 23:21 | Report Abuse

Wow what a retribution of karma on qqq333 and money maker

Posted by BoomBerg > 2022-09-05 23:24 | Report Abuse

Miss out Jerichomy too
Karma karma karma
Retribution retribution retribution
Hahaha

Posted by Jerichomy > 2022-09-06 00:40 |

Post removed.Why?

Posted by Jerichomy > 2022-09-06 00:41 |

Post removed.Why?

Posted by Jerichomy > 2022-09-06 03:34 |

Post removed.Why?

Posted by Mikecyc > 2022-09-06 06:21 |

Post removed.Why?

Posted by bullmarket1628 > 2022-09-06 07:28 |

Post removed.Why?

Posted by ty Y > 2022-09-06 08:28 | Report Abuse

The share price of Petronm is ahead of Hengyuan
The below reasons are the perception of investors in KLSE.
Petronm does not have any refinery margin derivatives, they only hedge against currency exchange and commodity.
The contract size is small, they should enjoy the full benefit of increased crack spread.
While Hengyuan on the other hand, has done quite a lot of hedging on refinery margin derivatives.
These refinery margin derivatives will cap her profit (I believe the most is 74% of the revenue affected).
It is a misconception that the earning of Hengyuan is good when crack spread is low.
But in the current environment of high crack spread, the profit of Petronm will outperform Hengyuan. I strongly disagree with the above statement, the aforesaid calculation shows that PAT and EPS of Hengyuan is still better than Petronm.
I believe both Hengyuan and Petronm are equally good stocks to buy for refinery stocks listed in KLSE.
I believe the share price of Hengyuan will catch up later once investors are not fearful of refinery margin derivative contracts of Hengyuan.
Recommendation
The PAT and EPS of Hengyuan are estimated to be better than Petronm from the aforesaid analysis.
I believe both Hengyuan and Petronm are equally good stocks to buy for refinery stocks listed in KLSE. They are still undervalued.
I recommend buying both stocks in your portfolio.
The management of Petronm and quality of reporting in the financial reports are more transparent.
I hope the refinery margin derivative losses of Hengyuan are not higher than 480 million which I have provided when I write down the projected earnings using USD10 refinery margin to calculate 74% of Q2 2022 revenue against USD24.2 crack spread margin.
From my point of view, Hengyuan will make an extra 480 million gross profit if there are no refinery margin derivative contracts in Q2 2022 due to higher crack spread. It is an opportunity loss for Hengyuan.
If the future refinery margin derivative contracts are hedged at a higher crack spread margin, the PAT and EPS of Hengyuan will still be better due to higher sales volume and higher yield on refined products.
I believe both the share prices of Hengyuan and Petronm will move up north rapidly when the Q2 2022 results are released in August 2022.
The final decision to buy is always yours.

Posted by Jerichomy > 2022-09-06 08:52 |

Post removed.Why?

Posted by UlarSawa > 2022-09-06 08:56 | Report Abuse

Good morning kakijudi sekalian. Arini apa macam. Green or Red. Tikam Tikam. Tikam. Will today VWAp above yesterday 4.84 or not. Later will know. Haiyoh. Correct?

Posted by UlarSawa > 2022-09-06 08:57 | Report Abuse

Apa hal ni. Forum jadi ini macam liao. Tak mau judi tak mau mari kacau kacau lah. Boleh?

Posted by curiousq > 2022-09-06 08:59 | Report Abuse

Al-Fatihah

Posted by OTB > 2022-09-06 09:11 |

Post removed.Why?

Posted by Ahahah > 2022-09-06 09:12 | Report Abuse

Someone already go crazy and disturbing the forum so badly.

Posted by OTB > 2022-09-06 09:13 |

Post removed.Why?

Posted by OTB > 2022-09-06 09:16 |

Post removed.Why?

Posted by Sslee > 2022-09-06 09:17 | Report Abuse

qqq3:
My assessment on HIBISCUS:
Q4 end 30/6/2022
Revenue: RM 868,367,000
PBT: RM 296,862,000
Cumulative 12 months
Revenue: RM 1,696,521,000
PBT: RM 790,698,000
TAX: RM (177,640,000)
PAT: RM 613,058,000
EPS: 30.52 cents
NAPS: RM1.07
NOSH: 2,012 million
Operating cash flow before working capital changes: RM 856,301,000

A total of 1,428,721 bbls of crude oil were sold in the Current Quarter; 653,964 bbls from our newly acquired assets (PM3 CAA, Kinabalu, PM305 and PM314), 611,800 bbls from North Sabah and 162,957 bbls from the Anasuria Cluster. A total of 3,560 MMscf of gas was sold in the Current Quarter; 3,429 MMscf from PM3 CAA and 131 MMscf from the Anasuria Cluster

Q4 end 30/6/22
Anasuria Cluster
Average realized oil price: USD 128 per barrel
EBITDA Margin: About 80%
North Sabah
Average realized oil price: USD 120 per barrel
EBITDA Margin: About 50%
Recent Acquired Assets
Average realized oil, cond & gas price: USD 85 per BOE
EBITDA Margin: About 42%

RISK:
1. What is the oil and gas reserve on Anasuria Cluster North Sabah and newly acquired assets (PM3 CAA, Kinabalu, PM305 and PM314)?
2. Sales TAX dispute with Sabah
3. Income tax dispute with Malaysia Government
4. MM say war is over or going to over, no more war premium, oil price collapse or going to collapse.
5. Sulu heir claim HIB Sabah asset
6. Your Beloved China claims the Sabah assets is inside the 9 dash line
7. The management stingy like Insas boss kept all cash to him-self and only gave very low dividend.
8. Huge decommission cost once the oil and gas run out

So my advice, HRC is better bet and you know it.
H2, 21 million barrel just need a locked in PBT margin of USD 11 per barrel to achieve H2, PBT of USD 231,000,000 = RM 4.49 X 231,000,000= RM 1,037,190,000.
If you like to ride a tiger the C26 is for you, maturity date 03/04/2023 by the time Q4 result out and most likely my TP will be achieved

Posted by OTB > 2022-09-06 09:21 |

Post removed.Why?

Posted by UlarSawa > 2022-09-06 09:24 | Report Abuse

Walao HY green now. Haiyoh. Correct?

Posted by OTB > 2022-09-06 09:26 |

Post removed.Why?

Posted by tehka > 2022-09-06 09:27 | Report Abuse

Otb, why this guy hate you so much? Why he keep obsess with you?

Posted by OTB > 2022-09-06 09:31 | Report Abuse

Since day 1, I always behave very gentlemanly in I3.
I never attack any person in I3.
I will not behave like a coward and use faked id to attack others.

No reason for Jerichomy to behave so low class and be a laughing stock in this forum.
Jerichomy, do not dream you will do well in your investment.
The sin is too great and your Jesus also will not bless you.
The god is always fair to bless good behaviour person only.

Posted by OTB > 2022-09-06 09:37 |

Post removed.Why?

Posted by UlarSawa > 2022-09-06 09:38 | Report Abuse

HY mau red liao kah. Haiyoh. Correct?

Posted by UlarSawa > 2022-09-06 09:39 | Report Abuse

Woi. Why like that lah. Spamming or what. Haiyoh. Correct?

Posted by Zhuge_Liang > 2022-09-06 09:45 | Report Abuse

MoneyMakers = apple168.
She used different id only.
She works for a Singporean bank to short Hengyuan.

Posted by UlarSawa > 2022-09-06 09:50 | Report Abuse

Vwap 4.90. now below not nice. No strong buyer. Mostly pun fifo only kah. Haiyoh. Correct?

Posted by UlarSawa > 2022-09-06 09:52 | Report Abuse

Woi saham price ada naik turun lah. Apa hal so keksim spamming kah. Cafe owner you do spamming job kah.

Haiyoh. Alamak. Correct?

Posted by BobAxelrod > 2022-09-06 09:52 | Report Abuse

Volume gone..
Investors interest gone..

Keep in freezer.....

Posted by UlarSawa > 2022-09-06 09:56 | Report Abuse

Ya lah. Noted lah. Lagi mau remind lagi kah. Hampalang pun exited already lah. Why still not rm3 lagi kah. Haiyoh. Correct?

MoneyMakers

Plan exit ASAP..possible huge dump down to orig price rm3 by month-end (div xdate)

Either ownself dump 1st or syndicate dump 1st..choose wisely or 4ever regret

21 seconds ago

Posted by Zhuge_Liang > 2022-09-06 09:56 | Report Abuse

MoneyMakers = apple168.
She used different id only.
She works for a Singporean bank to short Hengyuan.

Posted by tehka > 2022-09-06 09:57 | Report Abuse

Dear Moneymaker, everyone here already listen to you and we all sold already. You can stop now

Posted by UlarSawa > 2022-09-06 09:58 | Report Abuse

Ya kah. MM is shortists kah. Haiyoh. Correct?


Zhuge_Liang

MoneyMakers = apple168.
She used different id only.
She works for a Singporean bank to short Hengyuan.

1 minute ago

Posted by i3lurker > 2022-09-06 10:03 | Report Abuse

no need shortists
Powell is the Shortist

the last time after Jackson Hole was USD1.5 Trillion drop

hopefully this month Shorting wun drop too much; a drop is confirmed just dunno drop how much

Posted by i3lurker > 2022-09-06 10:10 | Report Abuse

Powell is doing a balance Sheet thing
and Powell will not be happy until he drops shares than USD20 Trillion
[nothing happened when shares dropped USD1.5 Trillion]

Every colored Rock will send money back to US Homeland to buy Cheap US shares
and earn high US Interest rate around 10% pa

risk free money will have a PE = 9

Posted by Mikecyc > 2022-09-06 10:18 |

Post removed.Why?

Posted by Mikecyc > 2022-09-06 10:19 |

Post removed.Why?

Posted by UlarSawa > 2022-09-06 10:22 | Report Abuse

You suiyee auditor only leh. You ingat your are bank negara governor meh. Haiyoh. Correct?


i3lurker

Powell is doing a balance Sheet thing
and Powell will not be happy until he drops shares than USD20 Trillion
[nothing happened when shares dropped USD1.5 Trillion]

Every colored Rock will send money back to US Homeland to buy Cheap US shares
and earn high US Interest rate around 10% pa

risk free money will have a PE = 9

7 minutes ago

Posted by Zhuge_Liang > 2022-09-06 10:24 | Report Abuse

MoneyMakers = Apple168.
She used different id only.
She works for a Singporean bank to short Hengyuan.

Posted by IshraaqNor > 2022-09-06 10:26 | Report Abuse

Masih pegang dan percaya harga minyak akan naik ke $100 semula

Posted by UlarSawa > 2022-09-06 10:26 |

Post removed.Why?

Posted by UlarSawa > 2022-09-06 10:28 | Report Abuse

You pun macam MM juga repeat repeat posting kah. Haiyoh. Correct?


Zhuge_Liang

MoneyMakers = Apple168.
She used different id only.
She works for a Singporean bank to short Hengyuan.

2 minutes ago