2015 is a bear market in KLSE, uncle Koon made so much money on VS, Latitud, Hevea and Liihen.
Assume 2018 is also a bear market, there are some stock outperform FBMKLCI. Hengyuan is definitely one of them due to explosive earning.

Some stock still can perform even there is a crash in US market.
To me, US market is a correction, not a crash.

Posted by David Gunter > Feb 9, 2018 10:07 AM | Report Abuse

Last 2 weeks made 5 figures buying on dips and sell in the next 2 to 3 days

OTB helped us to be a millionaire. We made million on Hengyuan.

Please be realistic and honest, do not simply tell lies to bad mouth OTB.
Please talk with fact and figure.

Not sure don't say it here. Must have good principle so that you are blessed to win big in KLSE.

You will do well if you are honest.

Posted by David Gunter > Jan 28, 2018 04:25 PM | Report Abuse

A lot of soh hai comment KYY sold la this la that la like he told them personally. OTB did sell his at higher prices and ask his follower to buy; so what. Idiots la

Ans : You are telling lies to bad mouth OTB.
OTB told his followers to sell Hengyuan at 17.48 after OTB sold.
OTB never tell his followers to buy while he is selling.

OTB is telling his followers to buy back Hengyuan on weakness around 12.00.

No hurry, still have a lot of opportunity to buy back next week.
Hope the price of Hengyuan can drop further.
The lower the price, the better is the bargain.

From David Gunter's posting, he also wants to buy cheap.

When someone I know promotes, market will listen to his promotion.
That is the beauty of this person.

Posted by 秦梦瑶 > Feb 8, 2018 09:57 AM | Report Abuse

姐忙着沪深，但听说有人骂姐。
你们这些民众别yy了，姐若真撤资大家就 9.88 过春节

秦梦瑶, you also want to frighten readers here.
A beautiful girl like you should not use the above statement.
There is a benchmark on refinery stocks worldwide.
There is a fair value on the stock.
Trading at a PER of < 5 is not fair because we cannot assume Hengyuan is a China stock like other red chips.
Petronm is a fair stock to compare against Hengyuan.
2017 earning of Hengyuan is too high to be used because of no tax on its earning.
Shouting the price to drop below 10 is not a logical statement because this figure does not make any sense.

Posted by Ricky Yeo > Feb 8, 2018 09:46 AM | Report Abuse

@Zhuge_Liang All promoters extrapolate current trend is going to continue - This 300+ mil. per qtr can continue, which is what, 40-50% ROIC a year is sustainable for the long-term. They could be right. I am just a skeptic. OF course, this doesn't factor in the price you buy. It depends on the degree of your belief if this can be realised.

I think you are a gentleman, hence I just express my opinion only.
There is a benchmark on refinery stocks worldwide.
There is a fair value on the stock.
Trading at a PER of < 5 is not fair because we cannot assume Hengyuan is a China stock like other red chips.
Petronm is a fair stock to compare against Hengyuan.
2017 earning of Hengyuan is too high to be used because of no tax on its earning.
Shouting the price to drop below 10, 5 or 2 is not a logical statement because these figures do not make any sense.
My opinion only.

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DJI is up 136 point now, very green.

European markets are recovering well, believe DJI will be green tomorrow.
Let us hope for it and must have confidence and faith on US markets.

US markets will not collapse or crash with good economy data. Fearing of interest rate hike will not cause US stock markets to crash.

The drop from high below 10% is called correction.
The drop from high > 20% is called crash.
Too early to tell.

Do not be very sure the price of Hengyuan will drop < 10.00.
What for shouting everyday to create fear here.
Saying it once or twice is good enough, not repeating everyday.

Very sure, please show your calculation. So far no paperwork to show, only shouting everyday.

11.32 is the worst price.
Did not break new low even in this big correction.
Believe the worst is over.
Need to breakout at 13.82 to start explosive uptrend.

Nasdaq future is green now.

Posted by Jelas Ulung > Feb 6, 2018 12:25 PM | Report Abuse

More than 10% hrc transactions are mine :)

The share price has not hit lower low yet.
Still above 11.32.
No reason to cut loss.
This is my opinion only.

Posted by filidon > Feb 6, 2018 09:35 AM | Report Abuse

never worry about DJI plunge 1000 point. Because the economic of USA had turned better due to increased payroll. The US market is concern only on hike rate and they dump the share.

I agreed with your statement. I believe we will do well in this cheap sale opportunity.
This is a rare opportunity.
Hope for the best.

valuelucker,

Very good example. I agreed with you.
Always remember to buy good fundamental stock, nothing will go wrong.

Post removed.Why?

Posted by kenlee > Feb 5, 2018 03:05 PM | Report Abuse

how bout those people that create greed to other ? tp 22 lar, tp 40 lar, tp 100 lar

They talk with facts and figures. They show their calculation on EPS.
Did those people created fear show any calculation or factual information ? No.
Sell !! Sell is not information.

Posted by 秦梦瑶 > Feb 5, 2018 02:07 PM | Report Abuse

:-)

I think you are very good in investing and mean business in your words.
I saw your beautiful photo.

Posted by PureBULL . > Feb 3, 2018 01:19 PM | Report Abuse

Dear Zhuge_Liang,
Allow me to add something out of point.

Now we know HENGYUAN's certainly in GOOD hands with the greatest mind on earth.

Comments
I cannot find any stock in KLSE with such explosive earning and low PER.
Hope to buy more when there is more correction.
My sifu made me a millionaire by buying into this stock in 2017.

Posted by Vince Sinclair > Feb 3, 2018 11:22 AM | Report Abuse

Shandong Hengyuan has already reached Euro 6 standards actually.

Comments
I agreed with your statement. It is true.

I had checked Google before I post, Euro 6 will be implemented effective 2020. Presently, still using Euro 5 in China. Hence I quoted Euro 5 only.

Posted by 5354 > Feb 3, 2018 02:39 AM | Report Abuse

Why MD resign? 2017 QR cannot repeat in 2018? If he become MD in other companies sure a wanted man.

Comments
Only white can run Hengyuan well ? Are PetrolChina and Sinopec run by white ?
Do not know whether China man can upgrade Euro 3 to Euro 4 or not ?
Please do not underestimate China man now. Please note that China is using Euro 5, not Euro 4 lah.

Shandong Hengyuan is 5th largest crude oil importer in China. Hengyuan is using Euro 5 in China.
Please do not continue to talk bad about Hengyuan because it is China man's stock.

Do you know China is the richest country in this planet. Has highest foreign reserve in this world.

I hope China investment funds do not disappoint the share price of Hengyuan in 2018.

We, a group of followers of OTB are very faithful to OTB because OTB had helped us to make a lot of money in KLSE. OTB made everyone of us a millionaire.

We are full time investors, with good guidance from OTB, we made so much money until we do not believe.

We had lunch together very frequent, we knew the relationship between uncle Koon and OTB.

We trust OTB did not tell any lie to us. He is always very frank to us. He apologized to us when he made mistake.

He is an honest champ, why want to tell lies to bad mouth him.

Anything uncle Koon did has nothing to do with OTB.

We just follow OTB only. We still buy Masteel even uncle Koon condemn it.

There is no partnership at all times.

OTB recommended stocks base on TA and FA, uncle Koon is his customer only.

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Posted by 秦梦瑶 > Feb 2, 2018 11:29 AM | Report Abuse

先定一个能达到的小目标，比方说19.88

China stock already has very bad reputation in KLSE, Hengyuan is supposed to be considered as blue chip to be.
I think all investors have lost confidence on China stock.

The profit of Hengyuan should be no 1 in KLSE, the share price does not reflect its true value.
Moreover, there is no support on share price of Hengyuan from Chinese fund.
The price can drop from 19.20 to 11.32 within a few days.
A big joke in town.

PetrolChina and Sinopec can trade at a PER > 100, PER of Hengyuan is < 5 also cannot support.

To China fund, I believe you can support share price of Hengyuan easily.
Please show us, not talking only.
Please do not disgrace the great China government who is the richest in this world now.

Can you make Hengyuan same as PetrolChina and Sinopec ?

秦梦瑶 ??? !!! Please do not just sweet talk only, beautiful autie of China.

Jelas Ulung,
I have high respect on you because you talk with sense.
I think you will do well in your investment.
Do what you think best for yourself.
I just add my opinion that theoretically the price should not drop below 10.80 unless Q4 2017 is not good.
Wish you good luck.

Posted by traderman > Jan 31, 2018 02:30 PM | Report Abuse

hy fully value lar

Show me your facts rather than a sweeping statement.

There is no publicity on Hengyuan new management, many analysts want to visit them, they refused to meet all analysts.

They had realized it now, I understand that the new management will call all analysts for a beefing when Q4 2017 result is out.

The wrong perception will be changed after Q4 2017 result is out.
Hope it will help the share price of Hengyuan to reflect its true value.

Base on many sifu projected earning of Hengyuan in 2018 to be around 2.50, at present price of 12.90, PER is 5.16.

Then compare Hengyuan with keppel refinery spore. Keppel P/E ratio is 15.

The fair price of Hengyuan should be 37.50.

If earning is 2.00 for 2018,
The fair price of Hengyuan should be 30.00.

No matter how you count, the price of Hengyuan is always undervalued because it is a China stock.

Agreed with you.
Tung.

I believe the earning of Hengyuan in 2018 can be good too. Of course it cannot be better than 2017.
I just want to say the share price of Hengyuan does not actually reflect the true earning.
Nestle is trading at a PER of 46, Hengyuan is trading at a PER of 3.5.
To me it is not a fair price of Hengyuan due to bad impression of China stock.

You talk with facts, no one will delete your posts.

Many readers do not like to read nonsense or argue without fact writing.

Please show me any stock in KLSE can show explosive earning like Hengyuan in 2017.
I believe the earning of Hengyuan is no 1 in KLSE.

Many people have a bad impression of China red chips, it affects the price of Hengyuan.
Moreover, there is no support on share price of Hengyuan from Chinese fund.
The stock price can drop from 19.20 to 11.32 within a few days affect the price sentiment of Hengyuan.
There is always no confidence on China stock listed in KLSE.

FA of Sendai is not good, please be honest.

Please do not always think that the white is always very good. China man is always backward and no material in their mind.

World had changed. Hengyuan new management can upgrade Euro 3 to Euro 4 at a cheaper price than Shell.

The new management is more efficient and able to deliver better result than Shell old management.

Post removed.Why?

stock market is always very cruel, the winner will win at the expense of loser. There are many dirty tricks to be a winner.

Please remember if you want to invest in stock market, never trust any person except yourself. Verify the facts and check your homework to ensure your probability to win is high.

Never ... never ... trust any person except yourself.

The profit of Hengyuan should be no 1 in KLSE, no value in term of share price.
The price can drop from 19.20 to 11.32 within a few days.
A big joke in town.

China stock already has very bad reputation in KLSE, Hengyuan is supposed to be considered as blue chip to be.
I think all investors have lost confidence on China stock.

To China fund, it is nothing to support Hengyuan share price. They choose to ruin the image of China stock.

Petrol China and Sinopec can trade at a PER > 100, PER of Hengyuan is < 5 also cannot support.
No hope.

In this world, no stock is trading at such low PER for a refinery stock except Hengyuan.
PER is around 3.5 now.
Looking forward to 2018 earning, PER = 5.

Tell me any refinery stock in this world is trading a PER < 5.

Please read the below link.
https://klse.i3investor.com/blogs/rhinvest/145713.jsp
Quote
According to Southeast Asia Iron and Steel Industries, the annual total steel consumption in Malaysia is about 10m tonnes for the past four years from 2013 to 2016, while the total capacity of the four major steel rebar maker in Malaysia is only 8.5m.

Historically, domestic steel demand was mainly supported by local production and cheap imports from China. Nevertheless, the scenario has changed since year 2016 after China committed to performing structural supply-side reforms in its steel sectors due to an overcapacity issue.

As a result, steel prices are trending up due to capacity elimination. There is not likely to see huge decline in global steel prices moving forwards.

Overall, most of the local steel companies are currently enjoying strong cash flows and reasonably good demand visibility in the intermediate term.
Unquote

Comments
Look like uncle Koon is wrong again, OTB is right again.

Demand of long steel bar is greater than supply of long steel bar.

Hence it is very important to do homework rather than listen to rumour.

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OTB promised his wife that he will not write in Hengyuan forum.

He told me to post the below information here for him. I am one of his followers.

OTB sold all his holding of Hengyuan at 14.68 (50%) and 17.48 (50%) respectively.
He bought back 10% of his previous holding at 16.64.
He already bought back balance 40% of his previous holding only from 12.52 to 15.10.
He told his followers not to buy back > 50% of previous holding to protect the profit made.

A good report. Good job done.

5.25 sellers are real or not.
Block the price from moving up.
Gamuda-WE is real cheap, not much premium, a good buy if the mother share can cross 5.25.

Post removed.Why?

I heard rumour that the management of Hengyuan will give out 0.50 dividend after Q4 2017 result is out.
davidtslim also mentioned in his article.
https://klse.i3investor.com/blogs/davidtslim/144836.jsp

The management wants the public to have an impression that Hengyuan is a coming blue chip stock to be. The stock price will move up north automatically once 0.50 dividend is announced.
Please be patience to wait.
Hope this news is not a rumour, a true news.