Posted by UlarSawa > 2022-09-07 16:56 | Report Abuse

Itu spammer cakap dia punya cafe boss very good hati bayar dia kerja 7ribu sebulan ada other benefit lagi free rokok leh. Mana takda kerja kuat spamming lah. Haiyoh. Correct?

Posted by Income > 6 seconds ago | Report Abuse

Ular Sifu, siapa itu Cafe Boss???
Kuat dan Rajin dia spamming?

Posted by UlarSawa > 2022-09-07 16:58 | Report Abuse

Oh. Wa tau lah. You happy also same time sad lah. Haiyoh. Correct boh?

Posted by Sharewire > 3 minutes ago | Report Abuse

Both lu tau boh
Really fxxk

UlarSawa

You praising MM or angry with MM. Haiyoh. Correct?

Posted by UlarSawa > 2022-09-07 16:59 | Report Abuse

Not surprise mah. You just cannot accept the facts and figures mah. Haiyoh. Correct?


Posted by Petronm RM65.00 Long Live the Revolution! > 7 minutes ago | Report Abuse

Haaam Ka Chan....down again

Posted by UlarSawa > 2022-09-07 17:02 | Report Abuse

Ular know this Cafe boss punya worker lah. Pasal last time at Taikor sana also he mari spamming after Ular lepak at HiapTek lah. Cakap he can create alot of ID lah. Same cafe boss lah. Haiyoh. Correct?

Posted by Income > 42 seconds ago | Report Abuse

Cyber troopers yang tak ada kerja dengan Bossku lagi itu kah yang pergi kerja dengan Cafe Boss kah?

Posted by KooSan > 2022-09-07 17:10 | Report Abuse

Jual buntut lor...

Posted by steven223838 > 2022-09-07 17:25 | Report Abuse

huge buy at RM3.5-RM4.5

Posted by tehka > 2022-09-07 17:39 | Report Abuse

www.qcintel.com/article/stocks-data-fujairah-middle-distillate-stocks-slip-to-3-mth-low-8316.html

Posted by PureBULL ... > 2022-09-07 17:40 | Report Abuse

THIS IS RIGHT.TIMING CALL
only IF u have knowhow to read it, then that could forced u to take the right action:


Stock: [HENGYUAN]: HENGYUAN REFINING CO BHD
Sep 2, 2022 3:50 PM | Report Abuse

Stock: [PETRONM]: PETRON MALAYSIA REFINING & MARKETING BHD
Aug 30, 2022 4:49 PM | Report Abuse

Program selling takes over when prices dropped below the floor levels i.e.

hy < 534
petronm < 538

BE FEARFUL 1st, on preparation mode to safety.,.

https://www.tradingview.com/x/WxEqwzK0/
++++++++++++++++++++++++++++++++++++

the FIGHTING is going ON.,.

IF able to pierce thru the ceiling level = ho.say.leow i.e.

hy > 562
petronm > 557

++++++++++++++++++++++++++++++++++++

as stock players on a long haul, we don't need to know so so much about stock FA.,.
hard working with long calculation of future QR PAT isn't required = waste of total human time.,.
focus n do this to win BIG!

Price Chart can tell tomorrow news today.,.
I heard this decades ago. n this sounds bombastic.

we must await what signal the mkt would tell us.
the price action as indicated by Darvas Box = the mandatory law to obey:

above ceiling price = ho.say to hold for big gains
below floor price = boh.chow.see

_______________________________________________
TODAY stock.investing world is controlled by powerful QUANTS.
this digital world is abt 0 n 1 = meaning the AI algo machines will rule the stocks once the critical points r established i.e. the turning points of purebear n also purebull.,.

Posted by SinGor > 2022-09-07 17:57 | Report Abuse

Hangman stock

Posted by SinGor > 2022-09-07 18:09 | Report Abuse

donT scare Ular? All in already

Posted by Ahahah > 2022-09-07 18:28 | Report Abuse

MM that will be good for us to collect.

Posted by ValueInvestor888 > 2022-09-07 18:33 | Report Abuse

MM very hard working spamming.
When reach RM 4, i will buy big again as margin of safety is very high...

Posted by BobAxelrod > 2022-09-07 18:52 |

Post removed.Why?

Posted by BobAxelrod > 2022-09-07 18:54 |

Post removed.Why?

Posted by tehka > 2022-09-07 19:00 | Report Abuse

I summarize above article by probability as below:
1. Hengyuan very good, buy Hengyuan

Posted by CharlesT > 2022-09-07 19:08 | Report Abuse

EPS RM3 for Q3......walau A

Probability sialang in HY holding too much cannot eat cannot sleep cannot bangsai everyday doing his profit projection seeing higher n higher EPS....

Posted by BobAxelrod > 2022-09-07 19:09 |

Post removed.Why?

Posted by CharlesT > 2022-09-07 19:11 | Report Abuse

Dunno why i only see Probability's desperation

Posted by Mikecyc > 2022-09-07 19:24 |

Post removed.Why?

Posted by CharlesT > 2022-09-07 19:26 | Report Abuse

Posted by probability > 37 minutes ago | Report Abuse

you take out dividend, this stock is trading at 4.50 now

It has delivered EPS even better than what was estimated and yet, purely because of wrong perception on the meaning of the two clauses below, market is thinking it will revert back to its earlier earnings.

Cash flow hedge & Cost of hedging reserve

From what i have extracted and studied, these are nothing but the effects of the Refining margin swap contract.

Cash flow hedge (CFH) are basically hedge portions of the RMSC which has been liquidated as of 30th June and awaiting respective physical market transaction to take place to offset these hedging losses.

Whereas, Cost of hedging reserve (COHR) is simply the following:

Forward looking Mark-to-market estimate of the difference between the fixed price and the future spot price multiplied by the notional quantity and discounted back to a present value based on a reasonable discount rate determined by the producer.

Even if we assume the RMSC covers complete Gasoline production capacity of 35% yield x 10.6 million, 3.7 million barrels, you are securing the below gross profit after hedging losses or gain.

= 3.7 million x 12.7 USD/brl x 4.45 ex
= 209 million MYR.....(1)

No matter what the figures are reported on CFH & COHR, they are purely trying to show the ineffectiveness / effectiveness of the hedging but the profit contribution remains the same. (SERIOUSLY, THINK ABOUT THIS)

The CFH shows how much 'opportunity for greater profit than 209 million / per qtr' is confirmed loss while COHR shows potential loss if the scenario prolongs indefinitely for the balance notional value.

For every negative value on CFH & COHR that will take place, there will be equally higher gross profit in future physical market transaction where after deducting the hedging loss anticipated, you will report the same 209 million for gasoline per qtr.


For the balance refined products diesel, jet fuel and others (10.7 - 3.7 = 7 million barrels per qtr) , you have the following:

1. Diesel at 46% yield, cracks USD 50.36/bbl
2. Jet fuel at 7% yield, cracks USD 38.40/bb
3. Rest of product yield at 12%, using Mogas 95 cracks USD 7.77/bbl

Gross refining margin/brl:

= (0.46 x 50.4 ) + (0.07 x 38.40) + (0.12 x 7.77)
= (23.18 + 2.70 + 0.93)/ (0.65)
= US $ 41.2 / brl

Gross Profit :

= (7 million barrel sales per qtr) x ( US $41.2/brl) x (MYR 4.45/USD)
= 1.283 Billion MYR........(2)


Total gross profit after hedging gain / loss: (1) + (2)
= 1.483 Billion MYR

EPS will be exceeding RM 3 per QTR

The above is what we will obtain going forward if the Diesel & Jet Fuel margins are stable around there. The hedging losses reported on page 8 (438 million) are the effects of monthly hedging of Diesel & Jet fuel as all refinery does and this expected to become zero as crack spread stabilizes from month to month.

Posted by CharlesT > 2022-09-07 19:27 | Report Abuse

Mark a record first.........hehe we will know soon in Nov

Posted by CharlesT > 2022-09-07 19:36 | Report Abuse

Ya better blame all the Fund Managers too....

Posted by CharlesT > 2022-09-07 19:39 | Report Abuse

Posted by probability > 41 seconds ago | Report Abuse

i really want the Fund Managers to explain me on CFH and COHR...i want them to help explain these to layman...

Can ask HY's FC to do so, I think more effective

Posted by OTB > 2022-09-07 19:39 | Report Abuse

CharlesT,
Please stop.
If you do not agree, please ignore.
No point to add oil to the fire.
Thank you.

Posted by CharlesT > 2022-09-07 19:41 | Report Abuse

Ok Ok stop for now...... for OTB's sake

Will be back in Nov after Q3 result again.

Posted by tehka > 2022-09-07 19:49 | Report Abuse

price today 4.59, seriously, it is good price to add and keep few months. We can never catch the lowest. EPS of HY is top in bursa. When share market sentiment is recovered, HY should be fastest to recover.

Posted by OTB > 2022-09-07 19:51 |

Post removed.Why?

Posted by tehka > 2022-09-07 20:00 | Report Abuse

Dear probability,
EPS for Q3 is locked, as you mention before, Sept will be counted in Q4, correct me if i am wrong. So Q3 will not changed

Posted by upshare > 2022-09-07 20:08 | Report Abuse

@probability
I really hope your calculation is correct..

Posted by tehka > 2022-09-07 20:11 | Report Abuse

there is a high chance for another rally before end of November if Q3 EPS good. At this price 4.58, it is already near 52 week low, there is already a good chance of winning. Can never catch at lowest price.

Posted by tehka > 2022-09-07 20:15 | Report Abuse

I have good feeling on this one, plan to add. Hope I am right.

Posted by UlarSawa > 2022-09-07 20:44 | Report Abuse

Good sifu also must advise the student when to exit. When to enter everyone also can tikam. Tikam is easy but exit is more difficult. Haiyoh. Correct?

Posted by UlarSawa > 2022-09-07 20:45 | Report Abuse

No sifu want their student to lose money. If student lose money then the sifu is not a very good sifu. Correct?

Posted by Zhuge_Liang > 2022-09-07 20:45 |

Post removed.Why?

Posted by UlarSawa > 2022-09-07 20:46 | Report Abuse

Now is very clear sifu sifu also takda kasi exit plan for student student. No wonder many students not happy lose until left underwear if the price continue to drop lower. Haiyoh. Correct?

Posted by UlarSawa > 2022-09-07 20:49 | Report Abuse

Even the cafe boss also losing money thats why keep asking the cafe workers working until late nite also continue working for 12 hrs shift 7 days without follow the max working hrs per week. Haiyoh. Correct?

Posted by Zhuge_Liang > 2022-09-07 20:50 |

Post removed.Why?

Posted by UlarSawa > 2022-09-07 21:15 | Report Abuse

AhFah son well educated from Australia must be regretted didnt listen to Raider advice. Haiyoh. Correct?


qqq3333

Posted by UlarSawa > 2 minutes ago | Report Abuse

Good sifu also must advise the student when to exit
=======================
aiyoyo

got sifu qqq tell people sell first day of results.................................... u didn't see ah? gloves show u already still tak bolih
learn? who bought on first day of results ? got professionals or got ahfah son?

12 minutes ago

Posted by UlarSawa > 2022-09-07 21:17 | Report Abuse

Ya kah. If lu punya cafe boss menang so much still need to pay 7ribu sebulan kasi lu to spam lagi kah. Takda logic mah. common sense lah. Correct?


cafeinternetPJ

@Ular Sawa
Even the cafe boss also losing money thats why keep asking the cafe workers working until late nite also continue working for 12 hrs shift 7 days without follow the max working hrs per week. Haiyoh. Correct?
Saya punya boss satu bulan judi bolih untung 100ribu senang senang.,loo cina sini pariah punya duit ta da banyak.
Ada olang bayar punya..kita bill eletrik 3000...semua spam bolih dapat free..loo tau ka


1 minute ago

Posted by Mikecyc > 2022-09-07 21:22 |

Post removed.Why?

Posted by JConnor > 2022-09-07 21:31 | Report Abuse

A big thank you to all the contributors to this forum, for and against. All views with regards to this specific counter are very welcome.

However, lately, there has been lots of insults and vulgarity from both camps. As a fence sitter, it is disheartening to see these kind of things in a forum specifically designed to share useful thoughts. Is there a purpose to this?

Also, there are certain quarters who like to copy and paste the same post numerous times. Again, is there a reason for this as those who are following this forum would have read their first post already?

We are all here to make money.
It is obvious that those who are pro-HY would want the share price to go up (going long) and those who are against-HY would want the price to come down (collecting lower or shorting) for each individual's own reasons.

In the end, this may fall on deaf ears but I would hope that this forum be used for productive arguments instead of bashing one another which serves no purpose. TAYOR.

Peace!!!

Posted by sharemarket21 > 2022-09-07 21:31 | Report Abuse

Fantastic wet market street room. Jamming with comments when accumulation period but one fine line when harvesting time. Silent operandi.
Your loss is someone gain and only fools believe there is noble work here. Public room? Amazing investors here. Bash all you want until the share price show you otherwise.

Posted by UlarSawa > 2022-09-07 22:09 | Report Abuse

Why you keep add more more coming news to achieve your rm4 kah. Initially cakap bank negara rate hike. The ECB rate hike then Fed chairman speech. You takda add most important thing kah. Your cristal ball cakap one kah. Haiyoh. Correct?


MoneyMakers

Today bloodbath nothing

Thursday got bank negara OPR hike + ECB (EU) rate hike + J.Powell speech

See if can bloodbath until rm4 by friday

13 minutes ago

Posted by harold8990 > 2022-09-07 22:10 | Report Abuse

Haha..this forum is so fun to watch..

Posted by UlarSawa > 2022-09-07 22:10 | Report Abuse

Then your Bungaraya how. Still can limit up kah. Haiyoh. Correct?


MoneyMakers

Just need oil/US market continue red tonite

Then thursday/friday auto-massacre

36 minutes ago

Posted by MoneyMakers > 2022-09-07 22:46 | Report Abuse

Walao oil getting destroyed tonite (new low)

Ready tomorrow huge MASSACRE

Posted by Jerichomy > 2022-09-07 22:47 |

Post removed.Why?

Posted by kevinobc > 2022-09-08 00:44 | Report Abuse

https://www.msn.com/en-my/money/topstories/petronas-doubles-dividend-payout-to-rm50b-on-govt-s-request-2q-profit-jumps-140/ar-AA11gsJt?ocid=winp1taskbar&cvid=450256d388454673ac5a06fbe623cbe5

Posted by $$ BUYSELL $$ > 2022-09-08 04:19 | Report Abuse

GAME OVER

Posted by Mikecyc > 2022-09-08 06:22 | Report Abuse

Referred to Q4 Report ended December 2021 :

1. Non Current Asset :

Derivative financial assets. RM 19,000

2. Current Asset :

Derivative financial assets. RM 21,235,000

3. Non Current Liabilities :

Derivative financial liabiliti RM 96,264,000

4. Current Liabilities :

Derivati financial liabilitie RM 131,183,000

>>>

Cash flow hedge reserve ( 77,063,000 )
Cost of hedging reserve. ( 62,678,000 )


Borrowing : 798,297,000

Capital n Reserve : 2,051,970,000

Gearing Ratio : 0.39

—-

Referred to Q3 Report ended September 2021 :

1. Non Current Asset :

Derivative financial assets. RM 0

2. Current Asset :

Derivative financial assets. RM 13,612,000

3. Non Current Liabilities :

Derivative financial liabiliti RM 135,385,000

4. Current Liabilities :

Derivati financial liabilitie RM 140,875,000

>>>

Cash flow hedge reserve ( 125,036 ,000 )
Cost of hedging reserve. ( 65,795,000 )


Borrowing : 1,102,484,000

Capital n Reserve : 1,821,097,000

Gearing Ratio : 0.61

—-

Referred to Q2 Report ended June 2021 :

1. Non Current Asset :

Derivative financial assets. RM 2,193,000

2. Current Asset :

Derivative financial assets. RM 28,250,000

3. Non Current Liabilities :

Derivative financial liabiliti RM 51,416,000

4. Current Liabilities :

Derivati financial liabilitie RM 34,639,000

>>>

Cash flow hedge reserve 69,266,000
Cost of hedging reserve. ( 109,920,000 )


Borrowing : 1,080,991,000

Capital n Reserve : 2,025,317,000

Gearing Ratio : 0.53


—-

Referred to Q1 Report ended March 2021 :

1. Non Current Asset :

Derivative financial assets. RM 17,473,000

2. Current Asset :

Derivative financial assets. RM 116,221,000

3. Non Current Liabilities :

Derivative financial liabiliti RM 15,221,000

4. Current Liabilities :

Derivati financial liabilitie RM 76,876,000

>>>

Cash flow hedge reserve 19,332,000
Cost of hedging reserve. ( 1,318,000 )


Borrowing : 1,072,502,000

Capital n Reserve : 2,143,361,000

Gearing Ratio : 0.50