If PH wins, the price for this company will drop to 50 sen. But i think can buy then. tolls cannot just cancel one.

You guys insane ah.

"This brings me to the next point, investing in QL is a also a valuation play. How so? Traditionally, QL has been valued as a poultry, surimi and feed company. Now with their convenience store business, their valuation will alter. This would be especially true if they can win market share from 7-11 or MyNews. If you look at both companies' valuation, you will be amaze with the premium attached to both companies. SEM (7-11 Malaysia) is trading at 43x trailing PER and MyNews is trading at 40x trailing PER. QL is only trading at 34x PER with an expanding convenience store business arm. Hence, to us, QL is a very solid mid to long term valuation play."

What kind of stupid statement is this? Value play? Siao ah.

Like that everyone go change business to car hailing company better? Those companies burn 2-4 billion a year but valued at 60 Billion.

In this case, if you make profit, your valuation mai hit infinity liao?

Calvin, to be fair, DRB is far from turnaround. Minus out one off disposal income.

They are still making massive losses.

Assuming best case scenario, 2018, all quarters give record break 35m earnings each.

That is 150m. Or forward P/E of 4.3 and forward EV/Earnings 7.5.

They are cheaper companies with better fundamentals.

But fry-ability wise, this is one of the best.

Noisy lah u.

I have a very small 1% position here. Just hold lol, its cheap. May make it 2% if it drops to 3 sen.

Cscsteel also. If you want that 6% div, payout about half.

Im still not really sure what most people see in astro. The valuation is not attractive at all especially for a company whose moat is destroyed now and whose business is just slowly deteriorating.

Short,

They can sell any price they want, nobody ask you to buy. The IB's make the most money from warrants obviously.

No need what not acceptable etc.

You want to beat IB? Hold to maturity, if you can do it lah.

Ranhill also not bad if you want the div, payout only half, but 6% d.

I always had a feeling stockraider is a BN supporter.

Uncouth and unethical.

Now im tempted.

Tguan also, unless you die die want 6.7% yield.

Turns out, i could only think of 4 off the cuff. Haha

My point still stands.

Liihen
Mahsing
Tambun
L&G

I think you are screwing up. Astro is essentially paying all its earnings. And its earning are falling.

I can list down 5 companies with a higher yield than astro and pay out less than half of earnings.

Id suggest you sell and cut loss. Buy something better.




++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++
Posted by linges > Apr 17, 2018 08:12 PM | Report Abuse

i accumulating for dividend portfolio...

As of now, Astro EPS still higher than DY (12.5sen or 6.3% @ RM1.97), which is almost same as EPF and PNB return...
so its means Astro fundamentally still strong and capable to pay 12.5c dividend from its earning, not like some stock where paying high dividend but company earning less than dividend payout...

if next QR, Astro's year-to-year EPS lesser than DY, definitely i will sell all Astro stock...

Im waiting for Probability to come out now and say.

"got stocks with better short term outlook"

My HY holding is a punt. Not fundamental. Its sized as a punt. Only 2% of funds.



Posted by probability > Apr 17, 2018 11:25 AM | Report Abuse

ok...we have Jon Choivo holding till results out...he is a firm believer on Fundamental investing...

the only way to realize big profit is by holding very very tight for long..

If you dont know what the company is worth to you.

Why the hell are you even buying shares. You want donate money to KLSE is it?



Posted by fishslayer > Apr 17, 2018 11:24 AM | Report Abuse

what is the TP for this counter guys?

Still holding my shares.

Just lazy to talk to you. HY group is really lapsap one. Zero value add.






Posted by probability > Apr 17, 2018 11:20 AM | Report Abuse

very soon we will have no promoters in HY...absolutely zero

most likely raider...mad dog all escaped at this price already....
and little john with aunty Jenny holding his hands to escape the house on slow fire..

The only person who cannot leave without making a loud fart noise...is....

i am sure u all know.

Question now,

Did raider fail in analysis.
Or raider old d bad memory.
Or raider purposely want to lie and mislead people.
Or raider just dont like Jon Choivo got good argument, so just pull out false data out of backside to shoot?


=====================================================================
Posted by stockraider > Apr 13, 2018 04:28 PM | Report Abuse

THESE CHIVO REAL PONDAN ANALYSIS LOH....!!
IN 2013 THEY SPEND RM 810 MILLION IN DIESEL EURO 5 UPGRADE, NOW NO NEED TO SPEND ANYMORE MAH....!!

NOW JUST SPEND ON RON 95 EURO 4 UPGRADE LOH....!!

LIKE THAT ALSO NO UNDERSTAND MEH ??

=====================================================================
KUALA LUMPUR: Private Chinese refiner Shandong Hengyuan Petrochemical Co closed a US$66.3 million (RM300 million) acquisition of a stake in Royal Dutch Shell’s Malaysia oil plant on Thursday, according to Shell and a local media report.

Hengyuan Petrochemical agreed in February to buy a 51% stake in the 156,000 barrels per day refinery at Port Dickson, becoming one of the few smaller refining firms in China to own an overseas refinery.

Citing senior company executives attending a deal-closing ceremony in Kuala Lumpur, the media report said Hengyuan will apply advanced refining technology to upgrade fuel quality of the Port Dickson plant that mainly supplies fuel to Malaysia.

“The Shell Malaysia plant is still using Euro II fuel standards, while the technology Hengyuan is applying is already of Euro V,” Wang Zongquan, vice-president of the Shandong-based Hengyuan Petrochemical, was quoted as saying by Dezhou television on its social media platform.

In an interview with Reuters in March, Hengyuan’s chairman said the company wanted to boost its oil trading by working with Shell and to expand higher-value chemicals business at its 70,000 bpd refinery in Shandong.

Shell confirmed in a statement that the deal had been closed.

How is this analysis even relevant. You stupid is it?

They spend or don't spend is not the question.

Question is what is their return on the spending! Is it a positive or negative one. How much of the increased earnings was due to the spending and how much was not?

Is it a growth capex or maintenance capex?

You find me one refinery with no capex one. Siao lang!

The only question here is, is Hengyuan a good investment? Especially when compared to other opportunities?

Second question is, why stockraider like to mislead people so much. Whe he want be mini KYY. Always say positive, negative diam only. When stock price drop. Hide in cave.

At least KYY got ball, stock price drop, he loud loud admit he sell loh!

Unlike this General, who by now should be executed for desertion loh!

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


Posted by stockraider > Apr 13, 2018 04:28 PM | Report Abuse

THESE CHIVO REAL PONDAN ANALYSIS LOH....!!
IN 2013 THEY SPEND RM 810 MILLION IN DIESEL EURO 5 UPGRADE, NOW NO NEED TO SPEND ANYMORE MAH....!!

NOW JUST SPEND ON RON 95 EURO 4 UPGRADE LOH....!!

LIKE THAT ALSO NO UNDERSTAND MEH ??

Paperplane start to speak 100% honestly d. Hahahaha

Before this he stay polite, now, fire liao!



Posted by paperplane > Apr 13, 2018 04:26 PM | Report Abuse

WANNA BUY BIG BIG, DUNNO HOW TO EXECUTE TRADING PLAN, BLAME WHO? BLAME YOURSELF LAH, WANT SURE WIN GO PUT FD LOH, nia mah, really got so many sorhai exist in Malaysia, no wonder Malaysia so hopeless.

You all kena take advtange by OTB and KYY also DAI SEI. not take advatange on idiots like you all, take advantage who else? you all proven SORHAI mah

General your head!

If you general, by now should be executed for desertion d!

So quiet when price drop. Go hide in cave.

Now price go up, say you fight with bare hands. Kepala Hotak ko!

======================================================================
A GENERAL MUST HAVE PRINCIPLE & AND BE A GOOD FIGHTER MAH...!

GENERAL RAIDER FIGHT ON ALONE, EVEN WITH BARE HANDS LOH...WHO CARES LEH ??

Ignore raider rubbish analysis. As usual his brain got problem one.

In 2013, they spend RM800m in capex to upgrade, if you look at real refinery earnings, the loss narrowed from 200m to 30m. And the company becomes profitable thereafter.

So its interesting. But even then using averaged earnings, you are looking at 9 times earning over enterprise value. No exxactly cheap.

Only a fool or a malicious promoter would use current earnings to sell you the company when there is high stockholding gain, forex gain and incredibly fat crack spread.

This raider really nothing to say, diam like mouse when share price going down, the moment KYY come in and push price up. Start talking loud as hell.

Dare to call himself General Raider summore. When the fighting gets though, he cuts loss/gain and runs away. Like a true promoter.



Posted by uptrending > Apr 13, 2018 04:06 PM | Report Abuse

2012, 2013 and 2014 lost money loh
That were not too far away loh
THE CYCLICAL ADJUSTED PE would not look good if use 4 years and above loh..

Again bullshitting.

Saying they are EURO 6 is meaningless. Can they be EURO 6 and profitable consistently?

Your Evergreen now can do very thin particle board with the new line, but still make less money loh!

I got say SHPC is mickey mouse co meh? Never said that at all. If you read my comments, all i always said that they seem competent and have good earnings in china refineries.

So you telling me before china no ability? Then you use 2016 and 2015 figures for what? They haven buy HY then loh!

As usual stockraider, cannot talk logic one. Only know how to slander people randomly.




Posted by stockraider > Apr 13, 2018 03:14 PM | Report Abuse

THIS JON CHIVO AS USUAL VERY PANLAI TALK COCK LOH...!!

SHPC IS NO ORDINARY MICKEY MOUSE CO LOH....!!

IT HAS TECHNICAL EXPERTISE AND MAINTENANCE ABILITY, THEY ARE NOW ALREADY IN EURO 6 ALREADY MAH....!!
THEY HAVE DONE B4 LOH....!!

CHINA WORLD SUPERWORLD NUMBER 2....POWERFUL IS REVERSE ENGINEERING MAH...SO UPGRADING....SURELY GOT THE ABILITY LOH...!!
THEY CAN EVEN SEND PEOPLE TO THE MOON MAH....!!

NOT LIKE CHIVO SAYS...LIKE MICKEY MOUSE CO LOH....!!

Conoco Phillip is mat salleh.

Alot of china industrial companies is dying in china, need debt to equity swap.

I think it would be a stretch to think it will be better. But it will be different i guess.


Posted by paperplane > Apr 13, 2018 02:50 PM | Report Abuse

the earlier EPS cannot be adopted for me, before this new HY management, why? Because CHINAMAN refinery has totally different way or style of managing company compared to Mat Salleh. I guess we cant simply compare based on the numbers of previous years.

Some mgt like hedging, or prefer to off load inventory fast, some rather not hedge, or prefer more stable results etc. the ppl or management change is a big thing for a company

Im assuming one gets back money in 10 years lah, thats the limit im willing to put for most companies.

Unless it has a moat. Cant really identify any definite moat for VS.

But even then, to assume 18 years duration and ask them maintain record earnings, with no definite moat. That's a stretch for me lah.

You may think differently.

Posted by paperplane > Apr 13, 2018 03:00 PM | Report Abuse

its not 18%, its 18 years to get back the price you paying

PE 10 means if assume profit is constant, you can earn back 100% of the price you paying now within 10 years, providing you do not reinvest back, else faster.....

Because capex upgrade all wont have problem right? And tmr can run d right? Like perfect company correct?

You know your evergreen took how long to implement the new line anot, and even now, profit still drop.

So in 9 years, they made losses in more than half and more than 1 bil in one year, but clearly, the only 3 years you should take is the most profitable 3 years right? Wheres your margin of safety? WB and BG teach you the thing all throw rubbish bin ah?

You assume alot about how it will be run. Right now, even at 9 its at very close to all time high of 10.7 you know? Lets ignore the sohai increase up to RM19.1

You know in 2013 they have capex of close to 900m to upgrade, but they still lose 1bil in 2014 anot?

Subsequent years capex only 150-200m TOTAL.

The refinery got improve and close the refinery earning loss from 2013 to 2014. Even then, using only the average earnings from the last 3 years, EV/EARNINGS is like 8-10.I close eye also can think of 10 co better.

Nowhere near your 3 PE argument.

Thats why i say you are misleading.






Posted by stockraider > Apr 13, 2018 02:43 PM | Report Abuse
GENERAL RAIDER COMMENT;
THE ABOVE IS A GOOD EXAMPLE FOR A PROFESSOR TALK COCK STORY LIKE JON CHIVO LOH...!!

TO ANS HOW GOOD IS HENGYUAN;

SURELY HENGYUAN A GOOD CO....WHEN EPS VERY GOOD MAH...!!
Remember Hengyuan average 3 yrs profit are as follow loh....!!

eps
2015......rm 1.17
2016..... rm 1.11
2017..... rm 3.03

AVERAGE 3 YR EPS PA RM 1.77 LOH....!!

REMEMBER THE CHINAMAN CHAIRMAN TOLD RAIDER, THAT HE IS NOT INTERESTED ALL THOSE MKT THING LIKE BONUS ISSUE LOH...HE JUST WANT HENGYUAN TO OPERATE EFFICIENTLY AND MAKE GOOD PROFITS AND PAYS GOOD DIV TO REWARD SHAREHOLDERS LOH...!!

IT IS KAMBING....IT IS COMING LOH...!!

THAT MEANS HENGYUAN IS A POTENTIAL GOOD CORP GOVERNANCE MULTINATIONAL COMPANY IN THE LEAGUE OF NESTLE, DLADY, F&N, AJINOMOTO, CARLSBERG, HEIM WHERE THEY NEVER GIVE SHARE BONUS SHARE BUT PAYS VERY GOOD DIV LOH..!!

THIS TYPE OF CO TRADE AT PE 25X TO 50X TODAY LOH....!!

THE GREAT POTENTIAL FOR APPRECIATION IS THERE BCOS HENGYUAN NOW PE ONLY 3X MAH....!!

JUST LOOK AT A CONSERVATIVE PE 16X....THAT MEANS 5X APPRECIATION LOH...!!

THATS WHY RAIDER SAYS RM 22.00 TO RM 42.00 IS ACHIEVABLE WITHIN 3 YS LOH....!!

WHAT IS HENGYUAN RM 700 MILLION UPGRADES LEH ??

HENGYUAN HAS MORE THAN RM 510 MILLION CASH IN HAND MAH....!!
ON TOP IT HAS RAISED MORE THAN USD 410 MILLION WHICH IS MORE THAN ENOUGH TO FINANCE THE RM 700M UPGRADE LOH....!!

THAT MEAN....HENGYUAN CAN USE PART OF ITS RM 510 MILLION CASH IN BANK TO PAY DIV LOH....!!
ALSO THE SUSTAINABLE FRECASHFLOW OF HENGYUAN EXCEED RM 1.0 BILLION PA MAH.....!!

WITH THIS TYPE OF CASH FIRING POWER....INVESTORS SHOULD BE VERY COMFORTABLE LOH.....!!

YES IT IS REAL LOH...HENGYUAN SPEND RM 700M BUT PETRONAS NEED TO SPEND RM 64 BILLION AND PETRON NEED TO SPEND RM 14 BILLION LOH...!!

HENGYUAN IS DEFINITELY THE MOST COMPETITIVE REFINERY IN MSIA LOH..!

Paperplane,

For a company to deserve a 18PE valuation, it needs to be able to grow profit at 18% for the next 10 years.

I don't see how VS can do that. It very well can lah, if they really got win trust of dyson, and constantly win new contract etc. But this is not a margin of safety, but more of a point of failure to me.

If they fail win contract or fail to renew contract. Go holland d. And now, you see the revenue up by 40% but profit only up by 20%.

I expect more margin compression moving forward, No one will give you contract at better terms.

The only way they can try and maintain this margin, is through capex. Again, so far VS have shown they can do it well, and get good returns on capex inv.

But i opine that in cost based industries, most of the savings or efficiency you get goes to consumer, not you. Cause you have to compete mah.

Difference between foxconn and VS is this. Foxconn is one of the very few companies with the scale to supply apple etc. No other company can. And to build a brand new company to foxconn scale, very very hard.

Despite that foxconn at current valuations is definitely overvalued to me.

VS, if one day dyson dont like them. Can after contract end, just chao to some china co. Where is the moat?

If VS were at less than 10PE, it will be an easy bargin. At this level, got investment with better fundamentals and valuations imho.



======================================================================
Yes, when it was priced at RM3-3.10, many analyst opined similar,3 is as good as fully price, as they are doing OEM, margin wont be tht perfect. (no moat then?)

But look at those cases like Foxconn, kinda successful as long as you know what you doing.
(they monopolise the cost end for Apple, who dare against Foxconn?)

For me VS know their things well, else Dyson wont be giving their trust to them more and more.

So potential is there for VS to have even more contracts and products in future 5 years. I have some VS, but not big position. I will only add more after I can see results from their current expansions

Stockraider,

You really is deaf one. Pure bred promoter lah you.

Everything else ignore. Downside dont have. Only positives for HY.

You are on the same level as KYY when it come to Cheating retailer money. You just cheat less only.

Can you give me one downside to HY fundamentally ah? Or you think really got nothing.



======================================================================
Posted by Ricky Yeo > Apr 13, 2018 12:44 PM | Report Abuse

Most stocks with good ROIC are good stocks i.e Aeoncr, Hupseng, LPI.

RAIDER COMMENT: LIIHEN & MAGNI ARE EXPORTED ORIENTATED & WITH RM STRENGTHEN FROM RM 4.40 TO RM 3.86 AGAINST USD....ALL THEIR MARGIN WILL BE WIPE OFF LOH....!!

ANNJOO...MKT LEADER IN STEEL IND...BUT ITS BUSINESS ITS ALSO CYCLICAL...IT HAS VERY HEAVY BORROWING AND THE SHARE PRICE TRADE FAR AHEAD ITS EQUITY VALUE....VERY MUCH INFERIOR WHEN COMPARE TO HENGYUAN LOH.....!!

AS FOR AEONCR....THIS R POORMAN FINANCE CO...USUALLY THE DESPATCH BOY AND POOR AUNTY HOUSEWIFE WILL BORROW HERE LOH...!!
IN TIME OF TROUBLE....NAJIB MAY DECLARE....DEBT HOLIDAY FOR THE POOR, DO U WANT TO INVOLVE IN THIS TYPE OF EXPLOITATIVE BUSINESS OF THE POOR LEH ???
BTW AEONCR EARNINGS ARE FAR INFERIOR WHEN COMPARE TO HENGYUAN LOH...!!

HUPSENG BUSINESS...IN THE POORMAN COMPETITIVE OUTDATED INFERIOR BRANDED BISCUIT BUSINESS. DOES IT REALLY DESERVE SUCH A RATING LEH ??
JUST TELL ME, WHEN THE LAST TIME U BOUGHT A TIN OF HUPSENG BISCUIT LEH ? >>

LPI...PE 21X DIV YIELD 4% PA, IT IS JUST LIKE PUTTING MONIES IN FIXED DEPOSITS...NOT EXCITING....NORMALLY RECOMMENDED FOR WIDOWER INVESTMENT LOH....!!

IT IS NO WONDER WHY KYY SAYS HE CANNOT FIND ANY SUPERIOR INVESTMENT COMPARABLE TO HENGYUAN....IT IS TRUE LOH....!!

STICK TO HENGYUAN THE TOP EARNER WITH EPS RM 3.03 THE TOP EPS CO IN KLSE 2017, WITH SUPERIOR ROE OF 50% PA AND WITH ONLY PE 3X....THE BEST INVESTMENT U CAN FIND LOH...!!

If that increase in marketing expenses etc is only temporary. MIght be a good buy.




Posted by paperplane > Apr 13, 2018 02:35 PM | Report Abuse
Another i like is THONG GUAN. Last yr TGUAN use only 9months to achieve their prior year full year profits. Thts marvellous to me enough.

Only problem with VS, that growth is more than fully priced in, and this company got moat. Its in a cost based business.



Posted by paperplane > Apr 13, 2018 02:20 PM | Report Abuse

Others growth stock i have in mind is only VS for now, if they continue get more products from Dyson, it will be marvellous for longterm growth.

I stand by it.

As i said, things will obviously be very different moving forward if HY was really selling refined products to Shell at below market price. But i cannot find anything in the reports that say that.

Also HYSD is a good refiner, So could be a positive. They may actually run it well.

Which is why im holding my 2-3% position.

I not enough money go buy physical land.

So just buy undervalued property developer with alot of land haha

It is the highest leveraged bank in Malaysia at 12x. Most banks is around 9 to 9.5. But I don't think its at dangerous levels yet.

In terms of return of asset, it's number 3 behind hlbank and pbbank, so the loan book is probably not rubbish.

Valuations wise it's at fair value. I won't buy. You may want to.

Fundamentally, for this company, very little changes if PH wins or loses. In the 2-3 year time frame at least.

I've written a little bit on the difference between investors and traders.

No good or bad. Depends who you are.

Feel free to take a look if you're interested.

https://klse.i3investor.com/blogs/PilosopoCapital/150345.jsp

As i said multiple times, I do not buy stocks based on my predictions on if the share price is going to go up or down in the short term.

Having said that, naturally, one cannot help but make certain predictions based on our observations, but it would be foolish to buy/sell wholly based on these predictions.

At best, i lean on it. Case in point, my position in RCE is now only 21% instead of 28% (if i added my spare cash). Portfolio wise, i'm 93% invested instead of 99%.

If PKR win, fundamentals fly out the window for 1 week or more. Straight away drop like crazy.

Now i am 55/45 certain that PKR is going to win, and Expected Value wise, it may even make sense for me to sell everything just before the elections. As the temporary loss if PH were to win is likely to far outpace the gain if BN were to win.

But i wont, because i'm a pure bred investor and the things i have is worth far more than what they are quoted on the market.

You may not be like me. You may have a bit of a gambler / trader in you. I do too, but much less.

How do i sate this gambler/trader aspect of myself? Well, i'm likely to spend 1.5-2% buying KLCI Put warrants the day before election. And i am placing bets among friends to the tune of 2% of my net worth, at 2:1 payouts. IE, if PKR win, they pay me 2k, if BN win, i pay them 1k.

You need to know yourself. If i were you, i'd spend this time now reading a lot about investing from the greats.

When market is crashing, you better be ready internally, instead of asking strangers on the internet if you should buy or sell.

Why not 5 ah?

Cause those years negative is it?


Posted by stockraider > Apr 12, 2018 08:33 PM | Report Abuse

THATS WHY I SAY U VERY STUPID LOH....!!

THATS WHY I SAY HENGYUAN PROFIT ARE AS FOLLOWS BASED ON 3 YRS AVERAGE MAH....!!

3 YRS EARNINGS WILL EVEN OUT MAH....!!

Crack spread, it fluctuates depending on supply and demand.

It does not rise in line with inflation.

Your comparison of crack spread to how much my grandfather make last time and how much i make today is irrelevant.

Unless you can find me a crack spread graph going up from 60 years ago.

Stop using the stupid EPS argument, they dont have the same number of shares. If FLBHD have 1 share they mai have EPS of RM5mil?

Why? one off events!

1) Large crack spread
2) Stockholding Gain
3) Forex Gain

You want me say how many time.


Posted by stockraider > Apr 12, 2018 08:23 PM | Report Abuse

U BODOH LOH....IF NOT INFLATE IN PRICE BASE ON CRACK SPREAD ??

WHY HENGYUAN EPS RM 3.03 2017....EVEN HIGHER THAN NESTLE EPS RM 2.75 LEH ??

U UR PIG BRAIN THINK LAH...!!

You want to lose money at a rate of 300kbpd is it?

Petchem more than 10 years no loss you know. Their refinery and business very different from HY.



Posted by stockraider > Apr 12, 2018 08:21 PM | Report Abuse

WHO SAYS ??

REFINERY RM 64B...300K BPD....LOH....!!

OTHER THING SEPARATE COST...I JUST CLARIFY WITH PETCHEM MD...FEW MTHS AGO WHEN WE MET MAH...!!

Raider you old d, dementia ah?

You forget how you fucked up when it comes to predicting 2 out of 3 quarters ah!

That's a pointless comparison, you think crack spread inflate with price is it?

You find me a crack spread chart going up from 60 years ago to now!




Posted by stockraider > Apr 12, 2018 08:17 PM | Report Abuse

STUPID LOH....!!

THE SPREAD ALREADY PUBLISH....USD 7 TO 9 PER BARREL...GIVEN BY PROBABILITY IN HIS PLATTS REPORT MAH...!!

LIKE THIS CANNOT CAPTURE AH ??

STILL GRANDFATHER HISTORY MEH ??

UR GRANDFATHER USE TO EARN RM 100 A MTH...60 YRS AGO...CONSIDER VERY GOOD ALREADY LOH...!!

HOW MUCH U EARN NOW LEH ??

You weren't here when RM6, that time you hiding in your cave like clam. Very quiet.

That day, your bro probability very sad, he sold a little bit higher, but didn't want to buy cause, got other stocks with better short term prospect.

All his analysis all koyak d!


Apr 4, 2018 05:19 PM | Report Abuse
"Sad to say, but i agree with Mr.Koon now

Take care guys

Reason is not becos what he said, but because crack spread had dropped too much in my opinion. And knowing the way market behaves...and the uncertainty made by the upgrade delay, and 'fantastic' dividend they had offered....there is no longer ummphh factor at the moment."



Then when hy price start go up. Wah, very loud now, talk all the positives again.






Posted by stockraider > Apr 12, 2018 08:03 PM | Report Abuse

U TALK SO MUCH FAKE NEWS LOH ....!!

U R REALLY FAKE LOH...!!

WHO IS SELLING RM 6.00 LEH ???

U TALK SO MUCH COCK...I DON UNDERSTAND LOH...!!

WE R BUYING AT 6.00 MAH....WHERE GOT SELL LEH ??

Like i said. its not the cost, but how good are you at capturing the spread?

HY have a history of not being good at capturing the spread, what makes you think they are much better now?





Posted by stockraider > Apr 12, 2018 08:09 PM | Report Abuse

LISTEN....!!

INVESTMENT...IS NOT BASED ON LAST TIME UR COST LOH....!!

U CAN SAY LAST TIME ROBERT KUOK...NOT SO RICH...WHY NOW SO RICH LEH ??

INVESTMENT IT ALWAYS BASED ON VALUE MAH...NOT LAST TIME UR COST LOH..!!

U R REALLY AMATEUR LOH...!!

For probability, agree with him means adult. Disagree means child!



Posted by probability > Apr 12, 2018 08:01 PM | Report Abuse

aiyo...now i realize i am talking to many kids here in HY forum...all the adults keeping quiet and laughing liao...

let me see if i can find anyone who can talk logic...then may be i respond..kiki

Raider,

Last time sell Chow Kuey Tiow is RM3, cause your cost to make is RM1.5 mah!

Now you sell RM6, because your cost is RM4.5 mah!

House price now high, because land cost and material price high mah!

Otherwise using your logic, every year mahsing should make more money because selling price go up loh!

But thats clearly not the case mah, because mah sing purchase price also go up! Land price up, building material price up!

Mah sing profit increase, because they have a larger equity base and thus the capability to scale up better loh!

The question is how good is mahsing at capturing the difference between selling and purchase price!

Hengyuan clearly not loh. Philip 66, for the last 10-20 year no loss you know! Thats how good they are at capturing the difference. Thats not the case for HY!

I'm not the one going around calling people faggot. :)

Nor am i the one selling HY at RM6 for stocks with "better short term prospect"

And then when price of HY go up to RM9, walau, so loud d. Forget about the stock with better short term prospect d.

Anyway, i cukup d. Give you guys so much of my time to reply. Not like you paying me also.


Posted by probability > Apr 12, 2018 07:58 PM | Report Abuse

aiyo Jon...dont be so emotional la....we talk logic lah...i dont know how i lost credibility leh....without u spilling the facts...how i know....

Dont write random abstract bullshit to slander me.

Be specific and precise.

"Jon has vested interest because XXXXX. As we can see from XXXX."



Posted by probability > Apr 12, 2018 07:56 PM | Report Abuse

now i know even Jon Choivo has vested interest liao....

Point to me one instance my action was inconsistent to my words.

:)



Posted by stockraider > Apr 12, 2018 07:53 PM | Report Abuse

U R THE GREATEST TALK COCK LIAR LOH....!!

STILL HOLDING SOME HENGYUAN....?? FUCK OFF LAH....!!

WHO BELIEVE U LEH ??
UR ACTION NOT CONSISTENT WITH UR WORDS LOH....!!

NOT LIKE RAIDER LOH....!!
A TRUE DIEHARD SUPPORTER OF HENGYUAN MAH...!!

You blind to own bullshit ah?

Cannot read back your old post ah?

Even if you delete, you yourself know what you write you know!



Posted by probability > Apr 12, 2018 07:54 PM | Report Abuse

aiyo...me no credible kah?

accusation without any base and prove is considering false accusation liao...

like that i simply say you have vested interest which are conflicting with the facts i am presenting lor...very clear already