Posted by Jerichomy > 2022-10-12 17:39 |

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Posted by Zhuge_Liang > 2022-10-12 19:44 |

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Posted by Jerichomy > 2022-10-12 20:06 |

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Posted by yamitsu > 2022-10-12 20:18 | Report Abuse

https://www.bloomberg.com/news/articles/2022-10-12/poland-finds-leak-in-russia-s-druzhba-oil-pipeline-to-germany#xj4y7vzkg

Posted by Jerichomy > 2022-10-12 20:18 |

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Posted by speakup > 2022-10-12 21:01 | Report Abuse

most of the time when any sifus tell u to buy, it is time to sell already. why? b'coz they already bought earlier, when they shout buy, it is for u to push up for them to sell.
remember: there is no free lunch

Posted by Jerichomy > 2022-10-12 21:07 | Report Abuse

speakup
most of the time when any sifus tell u to buy, it is time to sell already. why? b'coz they already bought earlier, when they shout buy, it is for u to push up for them to sell.
remember: there is no free lunch
6 minutes ago

Posted by Jerichomy > 2022-10-12 23:26 |

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Posted by Jerichomy > 2022-10-12 23:26 |

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Posted by probability > 2022-10-13 00:16 | Report Abuse

MALAYSIA DATA: Diesel output jumps 32%

https://www.qcintel.com/article/malaysia-data-diesel-output-jumps-32-gasoline-up-14-9038.html

Malaysia’s diesel production jumped 32% month-on-month to 1.633 million mt in August

Posted by probability > Oct 2, 2022 9:21 PM | Report Abuse

Malaysia Diesel output (MT):

Apr: 728,887
May: 886,360
June: 1,189,158
July: 1,237,929

Posted by i3lurker > 2022-10-13 02:56 | Report Abuse

shoongdi jehmei

BUY TSMC aka TSM/NYSE
cheapest in 7 years based on forward PE,

actually TSMC earnings mostly comes from US companies like Apple and HP and NOT China.
The company makes 65% of the world's semiconductors and 90% of its advanced chips.

Posted by speakup > 5 hours ago | Report Abuse

most of the time when any sifus tell u to buy, it is time to sell already. why? b'coz they already bought earlier, when they shout buy, it is for u to push up for them to sell.
remember: there is no free lunch

Posted by Mikecyc > 2022-10-13 06:10 | Report Abuse

据了解，全球半导体销售增长在8月时达到转折点，结束连续30个月的增长。

Posted by Mikecyc > 2022-10-13 06:11 | Report Abuse

https://www.enanyang.my/node/504317

Posted by BobAxelrod > 2022-10-13 07:49 | Report Abuse

SecretServiceLee, it's always in hind sight that we are much more smarter........regrets not having done what we should have is never an option for success..........wink!

Posted by UlarSawa > 2022-10-13 07:58 | Report Abuse

Haiyoh TSMC more like a US dog leh. Against China leh. Later China angry how. Haiyoh. Correct?


i3lurker

shoongdi jehmei

BUY TSMC aka TSM/NYSE
cheapest in 7 years based on forward PE,

actually TSMC earnings mostly comes from US companies like Apple and HP and NOT China.
The company makes 65% of the world's semiconductors and 90% of its advanced chips.

Posted by UlarSawa > 2022-10-13 07:59 | Report Abuse

You mean apa ni. Haiyoh. Correct?


BobAxelrod

SecretServiceLee, it's always in hind sight that we are much more smarter........regrets not having done what we should have is never an option for success..........wink!

8 minutes ago

Posted by BobAxelrod > 2022-10-13 08:01 | Report Abuse

He knows very well what I'm saying...........

Posted by UlarSawa > 2022-10-13 08:04 | Report Abuse

BySarah Zheng and Cindy Wang+Follow
October 12, 2022 at 2:40 PM GMT+8
Taiwan’s flagship semiconductor industry will not need to be destroyed in a Chinese invasion, the island’s security chief said, amid growing US concerns that Beijing could move to forcibly acquire the crucial Taiwanese chip technology.

Chen Ming-tong, director-general of Taiwan’s National Security Bureau, told lawmakers on Wednesday that it would be useless to take over facilities from Taiwan Semiconductor Manufacturing Co. if Beijing took control of the island. TSMC is highly integrated with the global supply chain, including suppliers such as ASML Holding NV of the Netherlands, so the US and other countries would be able to choke off its production without getting rid of its plants, he said.


Taiwan, for its part, has sought to address American concerns by pledging to work with the US and its allies to prevent China’s military from acquiring its advanced chip technologies. Various governments have wooed TSMC to expand its presence into their countries, and TSMC has agreed to set up a $12 billion chip fabrication plant, or fab, in Arizona.

The US National Security Council has estimated that the loss of TSMC in a Chinese invasion of Taiwan could cost the world economy more than $1 trillion.

On Tuesday, TSMC shares fell by the most in 28 years after the US imposed tighter controls over chip exports to China. The new restrictions expanded curbs on the export of some advanced chips used for artificial intelligence and supercomputing and also tightened rules on the sale of semiconductor equipment to any Chinese company.

Posted by UlarSawa > 2022-10-13 08:05 | Report Abuse

Really. Haiyoh. Correct?


BobAxelrod

He knows very well what I'm saying...........

3 minutes ago

Posted by UlarSawa > 2022-10-13 08:08 | Report Abuse

If sifu sifu belum buy why want to buycall leh. Eat too full nothing to do meh. Hope more can come and buy then the price will go up lah. So all can cutwin mah. If no sifu sifu buycall how the price can go up lah. Haiyoh. Correct?


speakup

most of the time when any sifus tell u to buy, it is time to sell already. why? b'coz they already bought earlier, when they shout buy, it is for u to push up for them to sell.
remember: there is no free lunch

11 hours ago

Posted by UlarSawa > 2022-10-13 08:34 | Report Abuse

4 days to go. A group of I3 members quit en mass will no longer want to post. Will the forum getting lesser gaduh gaduh and better without them. Hope so lah. Pray to The Mighty One. Haiyoh. Correct?

Posted by UlarSawa > 2022-10-13 08:35 | Report Abuse

BearishAccording to the breaking news of a mobile phone chip experts on Weibo, Apple officially rejected the price increase request of TSMC in 2023.

TSMC is definitely caught in a dilemma. Chip foundry costs have risen significantly in recent years, and TSMC had to raise chip prices to maintain a certain margin. But Apple is a major customer that TSMC cannot afford to offend. In fact, TSMC has already given Apple special treatment: Apple’s A-series processor rose by only 3% compared to TSMC’s announced chip foundry price hike of 10-20%. With Samsung’s catch up on its 3nm node breakthrough, TSMC risked Apple shifting orders to Samsung foundries instead.

TSMC’s utilisation rate at its chip fabs are also facing increasing pressure. Due to order cuts with MediaTek, Qualcomm, Nvidia and AMD, TSMC’s N7 and N6 utilization rate is likely to drop to around 90% in 4Q22, down from a fully-loaded level. For N4 and N5, TSMC’s orders are largely intact, so utilization rate will follow seasonality in 4Q22F. For 2023F, given ASIC order cuts from major customers, there could be more increased downside for advanced node utilization rate as well. TSMC’s 1Q23F overall utilization rate could drop to trough at 80%.

Therefore, in the case of Apple, TSMC may choose to negotiate further with Apple, but the possibility of Apple backing down is very small. In the end, TSMC is likely to compromise to survive in this semiconductors downcycle.

Posted by UlarSawa > 2022-10-13 09:05 |

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Posted by Jerichomy > 2022-10-13 09:06 |

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Posted by UlarSawa > 2022-10-13 09:07 | Report Abuse

Haiyoh ppl want to stop playing broken record leh. Then you continue lagi kah. Haiyoh. Correct?

Posted by Zhuge_Liang > 2022-10-13 09:13 |

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Posted by Zhuge_Liang > 2022-10-13 09:17 |

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Posted by UlarSawa > 2022-10-13 09:18 | Report Abuse

Tak habis habis playing broken record lagi kah. Haiyoh. Correct?

Posted by UlarSawa > 2022-10-13 09:18 | Report Abuse

Keep low profile leh. Haiyoh. Correct?

Posted by Phoebe > 2022-10-13 09:39 | Report Abuse

Shift to politic now??
Coming back to HY, Anyone has following info?
1. Is HY receivables is in USD or MYR?
2. HY Payables is in USD or MYR?
3. HY Cash is in USD or MYR currency?
3. What was the USD rate used in the computation of the RM1.5B borrowing? RM4.30 or 4.40.
As of today, USD has increase by 7% as compare to when QR was released.

Posted by Jerichomy > 2022-10-13 09:43 |

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Posted by Sslee > 2022-10-13 09:56 | Report Abuse

In hind sight everyone can be a billionaire but only with foresight you will be a multimillionaire.

Posted by BobAxelrod > 2022-10-13 09:58 |

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Posted by Sslee > 2022-10-13 10:00 | Report Abuse

And with 马后炮 (mă hòu pào), which literally means “a canon behind the horse.”
Everyone can be Warren Buffett.

Posted by Sslee > 2022-10-13 10:20 | Report Abuse

It is a double irony that the European Union might need to rely on China for its winter fuel supplies. After all, following the example of the U.S., the EU has also spoken against China’s rising domination of various global markets. It is not seen as a friend in Europe. Yet it is a vital supplier of commodities without which the EU will collapse.

What’s more, European countries might need to tap that lifeline sooner rather than later. Because the refiners’ strikes in France are not the only challenge for supply. In fact, this month will see the diesel shortage in Europe worsen as refineries enter into seasonal maintenance. This will take 1.5 million bpd in refining capacity off the market. Added to the French strikes, with no immediate end in sight, the diesel supply situation in the EU becomes quite tense, with limited fuel availability elsewhere as well. Except, that is, in China, by the look of it.

Bloomberg noted in a recent report that Chinese refiners had just been granted the biggest fuel export quotas since the start of the year. One reason for this is the still-floundering local demand growth after all the lockdowns. The other possible reason is the prospect of greater fuel demand in Europe for the abovementioned reasons.

“As long as the Chinese economy remains weak and product stocks are high, there are incentives for refiners to de-stock and export,” one researcher from the Oxford Institute of Energy Studies told Bloomberg.

It’s time for Europe to start hoping China’s economy remains weak.

By Irina Slav for Oilprice.com

Posted by Sslee > 2022-10-13 10:23 | Report Abuse

GOC1!
LOW SULPHUR GASOIL CRACK SPREAD (1000MT) FINANCIAL FUTURES (CONTINUOUS: CURRENT CONTRACT IN FRONT)NYMEX
58.430
D
USD
+5.895
(+11.22%)

Posted by Jerichomy > 2022-10-13 10:25 | Report Abuse

All paid subscribers are the same lol.
They buy first then ask subscribers then cash out and ask them hold. If they no hold how they cash out

Posted by Jerichomy > 2022-10-13 10:25 |

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Posted by UlarSawa > 2022-10-13 10:31 |

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Posted by UlarSawa > 2022-10-13 10:38 |

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