Posted by Jerichomy > 2022-11-01 22:30 |

Post removed.Why?

Posted by Jerichomy > 2022-11-01 22:31 |

Post removed.Why?

Posted by Jerichomy > 2022-11-01 22:39 |

Post removed.Why?

Posted by kevinobc > 2022-11-01 23:06 | Report Abuse

https://uk.finance.yahoo.com/news/saudi-aramco-makes-second-highest-053951061.html

Posted by kebling98 > 2022-11-02 00:12 | Report Abuse

MRO reach May height liao
VLO almost reach May peak price too lei
Hy can return to May price boh?
World Refinery stock all make huge profit
All uptrend lei

Posted by kebling98 > 2022-11-02 01:03 | Report Abuse

Year to date
MRO up 70%
Vlo up 59%
Hy up 9% only lei.
refinery company enjoy high diesel crack spread and hedging gain on gasoline
so far all reports bumper profit in Q3 loh
Hy learn the hedging strategy from Vlo
Vlo can generate huge profits from hedging lei
Hy sure follow the same results lah

Posted by Zhuge_Liang > 2022-11-02 08:25 | Report Abuse

Most of oil stocks are up in the US stock market today.
XOM, CVX, OXY, XLE, VLO, MPC, etc
Hope Hengyuan can perform well until the end of 2022.

The Super bull run on Hengyuan in 2017 was started on 2/11/2017 before Q3 2017 result released.
Will history repeats itself in 2022 ?
The earning result in Q3 2022 will definitely better than the earning result in Q3 2017.
Hope for the best.

Is it a good timing to start buying Hengyuan ?

Posted by kebling98 > 2022-11-02 08:31 | Report Abuse

YTD
Phillip 66 up 48%
Hf Sinclair up 89%
Pbf energy up 259%
They all produce diesel gasoline jet fuel and they all have hedging activity loh
Share price peak around May ,then
Bottom around Sep lei same like hy lei
And now they back to May price liao
Hy stills near the bottom lei must follow the trend lah

Posted by kebling98 > 2022-11-02 08:43 | Report Abuse

Hy rally together with them in May loh
But now why lagging so much lei
Cowboys know what is unrealised hedging loss loh
Cowboys do not fear hedging loh
Cowboys always look the bright side
Investors here always look the dark side loh
If those refinery company can produce bumper profits
Why hy cannot lei
Some like pbf energy is almost same operating style like hy lei
Pbf also Buy crude oil and do hedging lah

Posted by MoneyMakers > 2022-11-02 08:47 | Report Abuse

Sslee ask me remind u’oll - oil will remain high while crack spread collapse (Mogas alrdy negative)

Thats why hengyuan/petron (refiners) collapse while Hib (producer)/Dayang - Armada (service provider) flying

Posted by MoneyMakers > 2022-11-02 08:47 | Report Abuse

HY bad fundamentals @ crack spread collapsing + ’pending’ 1.07Bil hedging loss nxt QR

Oil likely rally yr-end..if HY rally together (syndicate pump&dump) - exit opportunity for those stuck high

Want good fundamental better stick to Hib (producer)/Dayang - Armada (service provider)

Posted by MoneyMakers > 2022-11-02 08:50 | Report Abuse

Fyi diesel crack another heavy drop - 3month low

P/s: Mogas crack alrdy collapse @ whole month Oct (-negative)

Posted by BobAxelrod > 2022-11-02 08:55 |

Post removed.Why?

Posted by BobAxelrod > 2022-11-02 08:56 | Report Abuse

Still shouting huge Hedging losses??? Then it should be at 3.00 la.....??

Posted by Zhuge_Liang > 2022-11-02 08:56 | Report Abuse

"The big money is not in the buying and the selling, but in the waiting." - Charlie Munger

Q2 2022 result.
Average crack spread of diesel = USD44.35
Average crack spread of gasoline = USD23.52
Average crack spread of Jet fuel = USD28.61
EPS = 2.22

Q3 2022 result (projection)
Average crack spread of diesel = USD48.17
Average crack spread of gasoline = USD21.41
Average crack spread of Jet fuel = USD39.28
EPS (projection) = 2.62

Note :
Hengyuan refined 46% of its refined product as diesel.
Hengyuan refined 35% of its refined product as gasoline.
Hengyuan refined 7% of its refined product as Jet fuel.
12% of its refined products are others.
Q3 gross profit
Gross profit of diesel =10.5*46%*48.17*4.5=RM1.047 billion
Gross profit of gasoline =10.5*35%*21.41*4.5= RM354 million
Gross profit of Jet Fuel =10.5*7%*39.28*4.5= RM130 million
Gross profit of others =10.5*12%*10*4.5= RM57 million
Total gross profit = RM1.588 billion
Assuming less hedging loss like Q2 2022 = RM 439 million.
Total gross profit = RM 1.149 billion
Less manufacturing, admin and others expenses = 113 million
PBT = RM 1.036 billion.
Less income tax = 249 million.
PAT = 787 million.
NOSI = 300 million.
EPS = 2.62.
--------------------
Q3 2022 result
I do not wish to take so high EPS, I assume EPS = 2.00 is good enough for Hengyuan.
Cumulative EPS for 3 quarters will be = 2.38+2.00 = 4.38.
No stock listed in KLSE has this type of EPS.
The share price of Hengyuan is very undervalued.

Can huat or not, I do not know.
I know the FA of Hengyuan is damn good.

Posted by Zhuge_Liang > 2022-11-02 09:00 | Report Abuse

The average crack spread of all refined products is > USD12.70, the EPS per quarter is > 1.00.
Yearly EPS = 4.00. The highest for the stock listed in KLSE.
No stock listed in KLSE, the EPS is > 4.00 except Hengyuan.

Posted by BobAxelrod > 2022-11-02 09:01 |

Post removed.Why?

Posted by Zhuge_Liang > 2022-11-02 09:03 |

Post removed.Why?

Posted by UlarSawa > 2022-11-02 09:07 | Report Abuse

Why you reduce eps from rm2 to rm1 kah. Haiyoh. Correct?


Zhuge_Liang

The average crack spread of all refined products is > USD12.70, the EPS per quarter is > 1.00.
Yearly EPS = 4.00. The highest for the stock listed in KLSE.
No stock listed in KLSE, the EPS is > 4.00 except Hengyuan.

48 seconds ago

Posted by TanDavid88 > 2022-11-02 09:08 |

Post removed.Why?

Posted by BobAxelrod > 2022-11-02 09:08 | Report Abuse

Gentlemen, get on your bikes. You'll be chasing HY pretty soon.

Posted by tehka > 2022-11-02 09:09 | Report Abuse

Wonderful green color! Engine is started!

Posted by UlarSawa > 2022-11-02 09:10 | Report Abuse

Get one director want limit up kah. So powerful person leh. Haiyoh. Boleh?


TanDavid88

Posted by Rabbit2 > 14 hours ago | Report Abuse
HRC appointed additional director which is from Singapore IMC Group
-------------
The confidence is back, hope to see a limit up soon.

1 minute ago

Posted by UlarSawa > 2022-11-02 09:13 | Report Abuse

HY 4.36 C24 6 sen only. Mau 7 sen need 4.45 kah. Haiyoh. Boleh?

Posted by tehka > 2022-11-02 09:14 | Report Abuse

This share is good, very good! Good price now, on cheap sales!

Posted by Zhuge_Liang > 2022-11-02 09:14 | Report Abuse

Based on technical chart, the share price of Hengyuan is bullish now.
Buy Hengyuan share if the share price of Hengyuan can cross 4.37 (Golden Cross Buy Signal).
The uptrend has started.
The train is moving up fast with strong momentum.
Do not miss the train.

Posted by UlarSawa > 2022-11-02 09:15 | Report Abuse

4.45 already C24 6.5 only leh. No buyer want to bite the bait kah. Haiyoh. Correct?

Posted by Zhuge_Liang > 2022-11-02 09:16 | Report Abuse

Most of oil stocks are up in the US stock market today.
XOM, CVX, OXY, XLE, VLO, MPC, etc
Hope Hengyuan can perform well until the end of 2022.

The Super bull run on Hengyuan in 2017 was started on 2/11/2017 before Q3 2017 result released.
Will history repeats itself in 2022 ?
The earning result in Q3 2022 will definitely better than the earning result in Q3 2017.
Hope for the best.

Is it a good timing to start buying Hengyuan ?

Posted by UlarSawa > 2022-11-02 09:17 | Report Abuse

Really kah. You said many times in the past leh. Haiyoh. Correct?


Zhuge_Liang

Based on technical chart, the share price of Hengyuan is bullish now.
Buy Hengyuan share if the share price of Hengyuan can cross 4.37 (Golden Cross Buy Signal).
The uptrend has started.
The train is moving up fast with strong momentum.
Do not miss the train.

1 minute ago

Posted by miracle_trader > 2022-11-02 09:17 | Report Abuse

gentlemen, start your engines

Posted by Zhuge_Liang > 2022-11-02 09:17 | Report Abuse

Based on technical chart, the share price of Hengyuan is bullish now.
Buy Hengyuan share if the share price of Hengyuan can cross 4.37 (Golden Cross Buy Signal).
The uptrend has started.
The train is moving up fast with strong momentum.
Do not miss the train.
----------------
Most of oil stocks are up in the US stock market today.
XOM, CVX, OXY, XLE, VLO, MPC, etc
Hope Hengyuan can perform well until the end of 2022.

The Super bull run on Hengyuan in 2017 was started on 2/11/2017 before Q3 2017 result released.
Will history repeats itself in 2022 ?
The earning result in Q3 2022 will definitely better than the earning result in Q3 2017.
Hope for the best.

Is it a good timing to start buying Hengyuan ?

Posted by UlarSawa > 2022-11-02 09:18 | Report Abuse

Look like c39 is better than c24 leh. Haiyoh. Correct?

Posted by rchi > 2022-11-02 09:20 | Report Abuse

hoot9e

Posted by UlarSawa > 2022-11-02 09:20 | Report Abuse

4.50 C24 still 7sen only. Last month 4.30 can get 7 sen leh. Decay 20sen leh. Haiyoh. Correct?

Posted by UlarSawa > 2022-11-02 09:21 | Report Abuse

Wow King of Call Warrant hoot9e. Haiyoh. Correct?


rchi

hoot9e

18 seconds ago

Posted by brightsmart > 2022-11-02 09:21 | Report Abuse

Aa

Posted by Zhuge_Liang > 2022-11-02 09:21 | Report Abuse

Can the share price of Hengyuan limit up ?

The Super bull run on Hengyuan in 2017 was started on 2/11/2017 before Q3 2017 result released.
Will history repeats itself in 2022 ?
The earning result in Q3 2022 will definitely better than the earning result in Q3 2017.
Hope for the best.

Posted by brightsmart > 2022-11-02 09:22 | Report Abuse

The big difference people sitting on big profits, Zhu sitting on big losses

Posted by rchi > 2022-11-02 09:22 | Report Abuse

Ular...c39

Posted by UlarSawa > 2022-11-02 09:23 | Report Abuse

4.50 pecah first not 3.50 leh. You lost leh. Haiyoh. Correct?


brightsmart

Aa

29 seconds ago

Posted by brightsmart > 2022-11-02 09:23 | Report Abuse

Natural for munger to sit on profits as natural as Zhu sit on losses

Posted by Zhuge_Liang > 2022-11-02 09:23 |

Post removed.Why?

Posted by UlarSawa > 2022-11-02 09:24 | Report Abuse

All the best to you. Ular no betting leh. Haiyoh. Correct?



rchi

Ular...c39

25 seconds ago

Posted by limontea > 2022-11-02 09:31 | Report Abuse

wait u 3 weeks plus, thank goodness finally u up.

Posted by BobAxelrod > 2022-11-02 09:32 |

Post removed.Why?

Posted by Zhuge_Liang > 2022-11-02 09:32 | Report Abuse

Can the share price of Hengyuan limit up ?

The Super bull run on Hengyuan in 2017 was started on 2/11/2017 before Q3 2017 result released.
Will history repeats itself in 2022 ?
The earning result in Q3 2022 will definitely better than the earning result in Q3 2017.
Hope for the best.

Posted by UlarSawa > 2022-11-02 09:32 | Report Abuse

See 4.60 can break or not. Haiyoh. Boleh?

Posted by BobAxelrod > 2022-11-02 09:33 |

Post removed.Why?

Posted by troy88 > 2022-11-02 09:33 | Report Abuse

Oil price is like a yoyo. Congrats to those who know how to play the game of trading oil related stocks..

Posted by UlarSawa > 2022-11-02 09:33 | Report Abuse

Dont sell how to go up leh. Haiyoh. Correct?


BobAxelrod

Come on c24....0.055c please!!!!

Jokers! don't even know who's selling the 2.5 millions which must be done 3 days before end Oct and on last day of Oct.......bunch of snakes!

20 seconds ago