Posted by ks55 > 2022-09-23 16:32 |

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Posted by Zhuge_Liang > 2022-09-23 16:33 |

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Posted by UlarSawa > 2022-09-23 16:33 | Report Abuse

So you not convinced Red chip in red ink now. Haiyoh. Correct?


BobAxelrod

I find it more amusing and interesting to read the listed price in red ink.........looks more like dead wood on the water.

2 seconds ago

Posted by Zhuge_Liang > 2022-09-23 16:34 |

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Posted by Zhuge_Liang > 2022-09-23 16:37 | Report Abuse

I am taught to be honest and do not cheat readers in I3.
Anyone who cheats, I will shoot and curse.

Posted by Zhuge_Liang > 2022-09-23 16:38 |

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Posted by Zhuge_Liang > 2022-09-23 16:41 |

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Posted by UlarSawa > 2022-09-23 16:42 | Report Abuse

What is this. 0025 lagi kah. Haiyoh. Correct?

deMusangking

UlarSawa@@@
0.755/0.76✔✔✔
you dun believe words of wisdom???!!!

haha

2 minutes ago

Posted by Zhuge_Liang > 2022-09-23 16:43 | Report Abuse

Want to take the challenge, please be gentleman.
Win with honesty, I will appreciate.

Posted by Investing_Bursa > 2022-09-23 16:44 | Report Abuse

Hibby testing 90. Bob”s rod getting roasted .soon axed

Posted by UlarSawa > 2022-09-23 16:45 | Report Abuse

Ha. You like to curse ppl one kah. More like a habit leh. Haiyoh. Correct?


Zhuge_Liang

I am taught to be honest and do not cheat readers in I3.
Anyone who cheats, I will shoot and curse.

6 minutes ago

Posted by MoneyMakers > 2022-09-23 16:47 | Report Abuse

BobbiAxelboi getting slaughtered in Hib & HY

Posted by Zhuge_Liang > 2022-09-23 16:48 |

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Posted by BobAxelrod > 2022-09-23 16:53 |

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Posted by Zhuge_Liang > 2022-09-23 16:55 |

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Posted by UlarSawa > 2022-09-23 16:57 | Report Abuse

You also have problem leh. You curse them everyday they also never die once leh. You curse no effect and your repeating it daily a few times somemore. Are you sure you are ok kah. Haiyoh. Correct?


Zhuge_Liang

qqq3, MoneyMakers and Jerichomy are the shameless liars here.
They deserved to die everyday.

We put in effort to share information with good intention.
These shameless liars telling lies to cheat.
Repeat lies after lies everyday.
They deserved to die and I will curse them everyday.

6 minutes ago

Posted by Zhuge_Liang > 2022-09-23 17:06 |

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Posted by probability > 2022-09-23 17:07 | Report Abuse

MALAYSIA DATA: DIESEL output at 8-month high, LNG nears record!

9 Sep 2022

Quantum Commodity Intelligence – Malaysia’s output of diesel reached an eight-month high in July and LNG topped 3 million mt for only the second time on record, as producers responded to soaring prices for both products.

Diesel production grew 3.9% to 1.24 million tonnes, up around 2.5% on the year to its highest level since November 2021, according to data from the Malaysian Department of Statistics.

And liquified natural gas (LNG) ticked up 1.4% to just over 3 million tonnes for only the second time on record going back to 2009.

Both diesel and natural gas markets have tightened this year sending prices soaring, especially in Europe following the war in Ukraine.


..............


Diesel at 46% yield, at today's crack USD 44.9/brl

www.tradingview.com/symbols/NYMEX-GZ1!/

Gross margin from Diesel alone

= (10.7 million barrels/qtr x 46% yield) x (44.9 USD/brl) x (MYR 4.55/USD)
= 1005 million MYR ....


PBT = 925 million
PAT = 703 million
EPS = 2.34

...

Check out LPG yield of HY in 2020....

Posted by probability > 2022-09-23 17:07 | Report Abuse

LPG yield can be found here:

https://klse1.i3investor.com/blogs/2017/2022-09-02-story-h1627801128-HENGYUAN_How_to_calculate_its_refinery_margin_Why_share_price_hesitatin.jsp

god knows how much more they can increase both Diesel & LPG yield!

Posted by TeamRocket > 2022-09-23 17:14 | Report Abuse

dont sad die die die la, insaf la kawan kawan sekalian, last time i see so many ppl fighting over gloves, now all die die, some alive also very badly injured d, so in this hard time ppl need to support each other ma, dont die die seng, very bad fengshui

Posted by TeamRocket > 2022-09-23 17:16 | Report Abuse

i last time warn ppl on glove from rm9 till now 0.6sen, ppl ask me go die, but i still alive, but i insaf later, i dont tell ppl what to do d, i let ppl do what they want to do, and i do what i want to do

Posted by TeamRocket > 2022-09-23 17:17 | Report Abuse

insaf la kawan-kawan, no good fengshui if keep cursing, later bursa stock all tumbler

Posted by TeamRocket > 2022-09-23 17:19 | Report Abuse

insaf la kawan kawan, today friday, sat and sunday no stock, relax after a hard 5 days of market manipulation, we all small investor already kena play by those institution kao kao d, now need to relax, then nxt monday team up and fight them again (imaginary)

Posted by TeamRocket > 2022-09-23 17:30 | Report Abuse

klci already heading toward below 1400 d, better prepare yourself, everything can happen when reccession hit asia

Posted by Zhuge_Liang > 2022-09-23 18:08 |

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Posted by TanDavid88 > 2022-09-23 18:17 |

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Posted by Zhuge_Liang > 2022-09-23 18:56 |

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Posted by probability > 2022-09-23 20:44 | Report Abuse

@greatwall, yes as can be seen from above gross profit calculation

crack spread are in USD as per international supply & demand dynamics

Posted by sharemarket21 > 2022-09-23 21:04 | Report Abuse

80 mark broken and that's exactly what we are talking about. Be patient and let it flow to where it belongs.

Posted by hng33 > 2022-09-23 21:23 | Report Abuse

Market responsive is Fed rate hike induce recession to curb inflation outweight oil supply risk

Posted by hng33 > 2022-09-23 21:24 | Report Abuse

Recession is best tool to cool down oil market

Posted by hng33 > 2022-09-23 21:25 | Report Abuse

Oil is cyclical commodity, react negatively to recession

Posted by hng33 > 2022-09-23 21:32 | Report Abuse

Depending on last end Sept crude oil price, hengyuan stockholding loss could be bigger than expected - USD 10-15/barrels, it will eroding crack spread profit significantly.

Posted by probability > 2022-09-23 21:35 | Report Abuse

HY no longer affected by their inventory gain/loss due to their hedging policy (it gets reported only on OCI but not on P&L)

again, all those linking oil price to refinery is absolutely incorrect

in fact, lower the oil price, the better the margin of refinery

Posted by Ahahah > 2022-09-23 21:55 | Report Abuse

Anyone has the live data for crack spread now?

Posted by kebling98 > 2022-09-23 21:56 | Report Abuse

Haiyoh market sentiment so bad mah. Share price sure down lah. Q3 profit maybe so good also useless lah. No need promote everyday lah. What data also useless lah. Is downtrend! Downtrend!

Posted by hng33 > 2022-09-23 22:00 | Report Abuse

Whether or not hengyuan affect by crude oil through loss in stockholding or neutrallize by hedging, lets open market to decide.

The lower the crude oil, the better the hengyuan or opposite?

Wait next week hengyuan share price responsive to tumbling crude oil ya.

Afterall, share price is determined by supply/demand, its dynamic voting in react to change in crude oil

Posted by hng33 > 2022-09-23 22:02 | Report Abuse

Once donbas join Russian through referendums, the table turn opposite, Russian is defender, Ukrainians is invader

Posted by probability > 2022-09-23 22:02 | Report Abuse

yes, its good for those who are short-sighted, traders, trend followers and the uninformed to sell cheap to those who grasp what is being said

you comeback when the trend changes if the informed sells you cheap later


Posted by kebling98 > Sep 23, 2022 9:56 PM | Report Abuse

Haiyoh market sentiment so bad mah. Share price sure down lah. Q3 profit maybe so good also useless lah. No need promote everyday lah. What data also useless lah. Is downtrend! Downtrend!

Posted by kebling98 > 2022-09-23 22:03 | Report Abuse

If you read annual report, they mentioned strong USD is not good to profit. Don't simply talk to favour your interestlah

Posted by hng33 > 2022-09-23 22:03 | Report Abuse

To Russian, if invade into its territory, it have absolutely right to launch massive nuclear weapon to fend off western

Posted by hng33 > 2022-09-23 22:07 | Report Abuse

The factual is cyclical commodity stock is only for short term, simply ignore factual by holding cyclical stock long term is a mistake

Posted by Vicky > 2022-09-23 22:10 | Report Abuse

Major sell down on Mon as oil collapse to 5% today. Nasdaq meltdown. As mentioned recession slow everything down

Posted by kebling98 > 2022-09-23 22:24 | Report Abuse

Low crude oil means low insurances premium,low interest charged, sure good to Hengyuanlah.
But Hengyuan share price always follow oil price mah. Accept it loh. Investors care only share price up or down, who care what the truth is ? Q3 profit must be very sui one. Hedging gain, high crack spread, EPS 2++ again pun no problem one. But the ship is now in downtrend, wait another month loh, relax

Posted by sharemarket21 > 2022-09-23 22:25 | Report Abuse

That's how it slides from 7 - 4.34 downtrend. Oil price higher and world market down, it got hit. World leading market close high but oil softening it got hit. Both oil and world market down. Double sword. That's why you lost 40% and still searching the clue despite the nonsense cookies crackers and own fantasy hedging. Do not make it too complicated. It's all low IQ and no brainer trading here. Now go create another ID highly intelligent cusser. Do your job and don't be lazy.

Posted by probability > 2022-09-23 22:49 | Report Abuse

dont get confused with derivative fair value changes thats get reported in OCI as one time effects with recurring gain from currency strengths

10% rise in gross profit due strengthening USD, easily wipes out this derivative effect in a single quarter

and the gross profit is a permanent recurring event

need some common sense before you open your mouth


Posted by qqq3333 > Sep 23, 2022 10:33 PM | Report Abuse

by kebling98 > 20 minutes ago | Report Abuse

If you read annual report, they mentioned strong USD is not good to profit. Don't simply talk to favour your interestlah
==============

lol.............the AR says 10% rise in USD results in 130 million rgt loss in P/l...................note 4............. goes to show rubbish in rubbish out. .................... outsider know more than the Company/ the CFo eh?

Posted by probability > 2022-09-23 23:14 | Report Abuse

This is a very important news that enable us to ascertain HY is responsive enough with the market changes and had maximized their Diesel yield while reducing Gasoline when crack spread for these had gone on opposite directions.

Currently 1 USD = 4.57 MYR
.............

With such weakening of MYR against USD, seriously HY would be save haven for the long term

you only need average 12.7 USD/brl margin:
..........................................


Gross margin using above hypothetical margin (reversal to mean long term scenario)

= (10.7 million barrels/qtr ) x (12.7 USD/brl) x (MYR 4.57/USD)
= 621 million MYR ....


PBT = 541 million
PAT = 411 million
EPS = 1.37

Posted by probability > Sep 23, 2022 5:07 PM | Report Abuse X

MALAYSIA DATA: DIESEL output at 8-month high, LNG nears record

Posted by sharemarket21 > 2022-09-23 23:18 | Report Abuse

Simply plucking and no experience also enough to serve you high educated cusser. Should have even sold today but stubborn. Only know how to create and hiding different ID and howling like a cat.

Posted by Jerichomy > 2022-09-23 23:20 |

Post removed.Why?

Posted by sharemarket21 > 2022-09-23 23:33 | Report Abuse

Bunch of you scratch my back I scratch yours and drama in public wet room. Normal posting also dare not put up for long and remove.