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2022-11-11 14:58 | Report Abuse
Coming Q result, Dayang will report very excelent result due to ramp up asctivities and higher vessel utilization
2022-11-10 17:30 | Report Abuse
After careful calculate impact on kraken maintenance, upcoming Q3 should still able to record about EPS 3.6sen due to absent of one off impairment in Q2 and strengthen USD.
If armanda indeed record Eps 3.6sen, it imply profit growth both for Q to Q and Q o Q
2022-11-10 12:47 | Report Abuse
The characteristic of sifu are
1. Setting high target price, but, 90% odds unable to achieve.
2. Buy call at multiple price level, but never have sell call.
3. TA come first, FA is second. But, often is vice versa. Contradicting.
4. Advice to sell all underperform stock to single presume big wining stock to recoup back loss, but, often ended with even bigger loss. Many so call core stock he previous like the most like LCtitan slash half of market value now
5. Self claim very gentleman, but, often get ban from operator
2022-11-10 12:18 | Report Abuse
Many so call sifu tend to have buy call on stock they posses ahead. Self-claim sifu will have many buy call when share on uptrend at different high level. Lets take example, supermax have buy call at RM 4.8, sifu make continue buy call when supermax uptrend to RM 6, 8 , 10, 15 etc. Setting big high target price to justify his call. But when blame by follower, these sifu will claim he make good buy call at RM 4.8. but, simply ignore other high level. The worse thing is sifu never make sell call target price even TA prompted warrant. Sifu will onlyy hint to hold longer for big profit in next 6 month time which tend to fail later.
2022-11-10 11:36 | Report Abuse
Bear in mind, what happen in Petron huge USD borrowing cost may also will incur in hengyuan as hengyuan big borrowing cost mostly also in USD denominated
2022-11-10 11:34 | Report Abuse
Every single retail petrol station sell both gasoline and diessel. Both gasoline crack and diessel crack need to average to yield final profit margin. Petron corp Q3 result is 80% decrease if compared to Q2, and is 50% decrease if compared to conrespnding Q2 2021
2022-11-10 11:10 | Report Abuse
Just be careful for those have high expectation on upcoming hengyuan Q3 result, expecially to those holding call warrant. The earliest indicator earning warming by Petron corp slumping Q3 result cannot simply ignore.
2022-11-10 11:04 | Report Abuse
Petron corp Q3 result is 80% decrease if compared to Q2, and is 50% decrease if compared to conrespnding Q2 2021
2022-11-10 11:03 | Report Abuse
Sslee
Bear in mind, what happen in Petron may recur in hengyuan as hengyuan big borrowing cost mostly is in USD denominated
2022-11-10 10:32 | Report Abuse
With petron corp release Q3 result, now, better use wise windom to project what will hengyuan upcoming Q3 result !!!
2022-11-10 10:32 | Report Abuse
With petron corp release Q3 result, now, better use wise windom to project what will PetronM upcoming Q3 result !!!
2022-11-10 10:31 | Report Abuse
Whatever calculation on profit become useless now as Petron corp, a holding company of PetronM already release slumping Q3 result.
2022-11-10 10:30 | Report Abuse
Whatever calculation on profit become useless now as Petron corp, a holding company of PetronM already release slumping Q3 result.
2022-11-10 10:27 | Report Abuse
Petron corp release Q3 result, profit slump more than 80% Q2 2022 to Q3 2022 and decrease 50% Q3 2021 on Q3 2022
https://www.petron.com/news/petron-remains-on-track-to-recovery-reports-p8-2-billion-net-income-in-first-nine-months/
https://www.petron.com/news/petron-doubles-consolidated-net-income-in-h1-2022/
https://www.petron.com/news/petron-reports-strong-2022-q1-results/
2022-11-10 10:27 | Report Abuse
Petron corp release Q3 result, profit slump more than 80% Q2 2022 to Q3 2022 and decrease 50% Q3 2021 on Q3 2022
https://www.petron.com/news/petron-remains-on-track-to-recovery-reports-p8-2-billion-net-income-in-first-nine-months/
https://www.petron.com/news/petron-doubles-consolidated-net-income-in-h1-2022/
https://www.petron.com/news/petron-reports-strong-2022-q1-results/
2022-11-10 10:22 | Report Abuse
cut contra loss hengyuan at 4.40-4.42
2022-11-09 10:01 | Report Abuse
Cheap 30% private placement with 10% discount is only reserve for special 'B' investor in order to retain cypark as 'B' stock, innocent Mr Chung must awaken before too late
2022-11-09 09:52 | Report Abuse
added last batch hengyuan at 4.52
2022-11-09 09:46 | Report Abuse
Don silly, private placement 30% price will be based on 10% discount to 5 day open market price. Mr Chung if clever enough should disposed off his stake as soon possible now
2022-11-09 09:37 | Report Abuse
Crack spread for gasoil and jet oil still enough for hengyuan to record about Q3 EPS RM 2, albeit lower than Q2
2022-11-09 09:35 | Report Abuse
Buyback on weakness, sell on strength later to locked solid profit is best strategy for cyclical stock
2022-11-09 09:29 | Report Abuse
bought back hengyuan at 4.56-4.57 for trading purpose
2022-11-07 16:27 | Report Abuse
add all balance capital to Dayang at 1.22-1.24
2022-11-07 16:03 | Report Abuse
We deem the results to be within our expectations (57%) but above consensus (61%) as we believe 3Q22 might post weaker earnings performance as Armada Kraken is slated for maintenance in Sep 2022.
Remark: Armanda major earning driver, Kraken, will on maintenance in Sept, will affect revenue income for Q3
2022-11-07 15:36 | Report Abuse
sold off all armanda at 42.5sen, locked all profit, offset slightly on today intraday transaction cost loss
2022-11-07 11:38 | Report Abuse
Top up all margin line capital to armanda at 42.5sen
2022-11-02 15:38 | Report Abuse
Opt to take all handsome profit today to avoid getting trap later if crack spread continue tumbling
2022-11-02 15:37 | Report Abuse
hng33
Beware of current refinary crack spread, all 3 refine product are on downtrend.
https://www.tradingview.com/symbols/NYMEX-D1N1!/
https://www.tradingview.com/symbols/NYMEX-GOC1!/
https://www.tradingview.com/symbols/NYMEX-ASD2!/
Remark: Opt to take all handsome profit today to avoid getting trap later if crack spread continue tumbling
2022-11-02 15:36 | Report Abuse
Beware of current refinary crack spread, all 3 refine product are on downtrend.
https://www.tradingview.com/symbols/NYMEX-D1N1!/
https://www.tradingview.com/symbols/NYMEX-GOC1!/
https://www.tradingview.com/symbols/NYMEX-ASD2!/
2022-11-02 15:16 | Report Abuse
bought Dayang at 1.21
2022-11-02 15:16 | Report Abuse
sold all PetronM at 4.91-4.95, locked all handsome profit
2022-11-02 15:15 | Report Abuse
sold all hengyuan at 4.94-4.96, locked all handsome profit
2022-10-26 10:31 | Report Abuse
Pure refiner, Valero Q3 EPS USD 7.14, share price USD 126.8
Pure refiner, Hengyuan Q3 EPS Est. RM 2.0, share price RM 4.18 !?
2022-10-25 16:29 | Report Abuse
Accumulation completed today with fullly invested capital + all margin line.
Top 3 holding are 1. Hengyuan, 2. Bumi Armanda, 3. PetronM
2022-10-25 16:19 | Report Abuse
Use margin line, added all to hengyuan at 4.13-4.15
2022-10-20 16:17 | Report Abuse
With absent of RM 80m one of impairement loss incur in previous Q2, the next upcoming Q3 should deliver additional 1sen on top of Q2 EPS. In additional, USD profit is strengthen further by another 5% in Q3 if compared to Q2. Therefore, next Q3 should deliever up to EPS = 4.5sen
2022-10-20 16:05 | Report Abuse
Technically, Armanda share price is about turning UP point, reversal chart is expected next
2022-10-20 14:20 | Report Abuse
To know better PetronM business, refer to latest PetronM management comment on Q&A in latest annual meeting
https://www.petron.com.my/wp-content/uploads/2022/07/63rd-AGM-Summary-of-Proceedings-and-Appendix-A-Questions-from-Shareholders_2022.pdf
2022-10-20 14:17 | Report Abuse
As PetronM refine 20% oil into gasoline, it need to import from its holding company Petron corp in philippines. Therefore, PetronM manage to minimize loss making gasoline
https://www.tradingview.com/symbols/NYMEX-D1N1!/
On the other hand, PetronM maximum handsome profit through refine majority 60% oil into diesel and jet fuel, which profit margin ow at elevated high level
Diesel
https://www.tradingview.com/symbols/NYMEX-GOC1!/
jet fuel
https://www.tradingview.com/symbols/NYMEX-ASD2!/
2022-10-20 12:57 | Report Abuse
PetronM refine component product are majority produce diesel and jet fuel, both combined form 60% refine product.
Currently, these 2 refine product command historical highest crack spread range, allow PetronM to realize highest profit margin.
PetronM only product 20% gasoline which is now at loss making margin.
The balance refine product is LPG, at elevated profitable margin
Stock: [DAYANG]: DAYANG ENTERPRISE HOLDINGS BHD
2022-11-14 12:03 | Report Abuse
Foreign fund is buying.