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2018-02-27 09:09 | Report Abuse
DOW UP 399 TODAY LAST DAY SALES. OFFER 70%.
2018-02-27 07:42 | Report Abuse
Dear ALL,
Items below will hav BIG positive impact to HY 2018 accounting.
i)Impairment write back >RM470M
ii)Forex gain on RM1.7B loan RM125M
Or SPECIAL PROFIT about RM2.00 per share!!!
AND
EXTRA PROFIT p.a. by using WTI crude ( appx USD3/= savings per bbl)
Just an estimate figure.
40m bbls(appx)×3Usd= USD120M (×3.90)
= RM468M
=RM1.56per share (100% WTI)
EXTRA PROFIT is RM1.56 (100% WTI)
*It would b higher if the BRENT/WTI spread is more. Means BRENT/WTI spread will also b an important indicator for future earning and should b classified under NORMAL PROFIT. *
THESE ARE NOT INCLUDE NORMAL PROFIT(RM2.46) IN BUSINESS !!!
RM2.46 is exclude inventory gain and forex gain,crack spread USD8
*It would b more if average crack spread is higher in 2018*
MEANS ESTIMATE EPS 2018
RM2.00+RM1.56+RM2.46
= RM6.02 PER SHARE !!!!(B4 TAX & REINVESTMENT ALLOWANCE 495M)
Means ESTIMATE nett EPS 2018
=RM5.75 NETT EPS (100% WTI)!!!!!!!!
IMPORTANT MESSAGE:
Anyone one here still has doubt in future earning growth?
Ans. HY EPS WILL STILL GROW & MAKE MUCH MUCH MORE $$$ IN YEARS TO COME.
Anyone here still hav not believe chinaman can perform better in HY?
Just look at the management decision in possible CRUDE CHANGE.
INI KALI LAH !!!! WORLDCHAMPION HY!!!
TOGETHER WE MEET AT THE PE8K!!!
Pls correct me if i m wrong. Tq
2018-02-26 22:42 | Report Abuse
Me wanna sleep liao.. goodnite to all HYians and naysayers..
TOGETHER WE MEET AT THE PE8K!!!!
2018-02-26 22:40 | Report Abuse
wah... welcome another one sohai. Wakakaka.kikiki
2018-02-26 22:37 | Report Abuse
@qqweichong90, u r new user nia. Talk with fact lah. Wanna create panic kah?
2018-02-26 22:24 | Report Abuse
aiyoyo.. my dear follower dragonslayer.. those articles come with facts n figures ma.. make sense lo..better than the naysayers mah..not simply tembak lo..
2018-02-26 22:02 | Report Abuse
Aiyo.. my dear follower dragonalayer..do some homework la..refer to sifu futureye/richdad/davidslim ma.. u will find something there ma..
2018-02-26 21:45 | Report Abuse
Aiyo... my dear follower dragonslayer...u didnt read kah..
EPS 2017 RM3.70-3.80
POTENTIAL EPS 2018 RM5.75 (100%WTI)
EPS KING IN BURSA YEAR 2017 - HENG YUAN
EPS KING IN BURSA YEAR 2018 -HENG YUAN
In malaysia..PE 8 ma RM29 LO.. if long term (1year)... PE 8 ma RM46 lo.. if act like Warran .. current PE 15 means RM50 loh.. long term (1year) ma RM86 LO..
2018-02-26 20:24 | Report Abuse
@stupid pondan traderman, if HY eps is RM3.00, RM3.20, RM3.40,RM3.60 or RM3.80 means what?
ALREADY CONSIDER SUPER SUPER GOOD LOH..
U still mention HY down, means u r still day dreaming loh.
2018-02-26 20:07 | Report Abuse
NO UP MEANS GOT MORE ROOM TO SURGE MAH!!
2018-02-26 19:42 | Report Abuse
PURCHASING & HOLDING POWER ARE SO STRONG NOW. JUST WAIT FOR THE RESULT.
WE WILL SEE..
TOGETHER WE MEET AT THE PE8 K!!
2018-02-26 19:29 | Report Abuse
UP RM1.98, naysayers disappear. Down 2 sen, all come out. Hahaha...
NAYSAYERS HAV ONLY 1-2 more days chance of barking in I3. Pls go ahead and barking loud.
Q4 out, GOOD RESULT, GOOD DIVIDEND AND RERATING SOON.
Where will the NAYSAYERS hide? i also dunno.
君子爱财取之有道, 别赚黑心钱。
EPS 2017 RM3.70-3.80
POTENTIAL EPS 2018 RM5.75 (100%WTI)
EPS KING IN BURSA YEAR 2017 - HENG YUAN
EPS KING IN BURSA YEAR 2018 -HENG YUAN
2018-02-26 08:27 | Report Abuse
@3iii, normalised earning is RM1.56+2.46= RM4.02.
2018-02-26 08:15 | Report Abuse
@superpanda, what is the range estimate eps 2018 at your point of view? Izzit RM4.40-RM4.70? Note impairment write back not an expenses.
2018-02-26 07:58 | Report Abuse
Dear KAKIKAKI INVEST AND KAKIKAKI JUDI,
The price movement will b GREATER than previous quater. It will be more STEADY with the price chasing by LFM/FFM after RERATING/DIVIDEND in coming month.
REMEMBER, buy only MOTHER SHARE.
CHOY SUN IS COMING,
EVERYONE JUST HOLD ON TIGHT AND GET READY.
TOGETHER WE MAKE MONEY
TOGETHER WE CREATE HISTORY
TOGETHER WE CREATE VICTORY
TOGETHER WE MEET AT THE PE 8 K?!!!!
HAPPY INVESTING 2018
HENG YUAN, HENG AR!
DOG YEAR, ONG AR!
TOGETHER WE HUAT AR!
2018-02-26 07:57 | Report Abuse
CW issuer will giv some allocation to market maker to buy some mother share from the market, later they will create panic thru media by giving false statement, hire someone to create bad sentiment in i3 forum. Then the market maker will throw some mother shares to the market to cause panic sell by refering to TA.(refer case RHB) By the time they r going to calculate the payout price, they will also throw the balance shares to the market to pull down the mother price. This is to minimise their loss if there is. SO, BUYING CWs IS JUST LIKE ATTACKING YOU & YOUR FAMILY MEMBER.
2018-02-26 07:42 | Report Abuse
@3iii, what is your figures/facts? Share with us lo.
2018-02-26 07:34 | Report Abuse
@ pondan trulyinvest.or mayb stay in the police headquarter is safer.
2018-02-25 18:43 | Report Abuse
Dear ALL,
Items below will hav BIG positive impact to HY 2018 accounting.
i)Impairment write back >RM470M
ii)Forex gain on RM1.7B loan RM125M
Or SPECIAL PROFIT about RM2.00 per share!!!
AND
EXTRA PROFIT p.a. by using WTI crude ( appx USD3/= savings per bbl)
Just an estimate figure.
40m bbls(appx)×3Usd= USD120M (×3.90)
= RM468M
=RM1.56per share (100% WTI)
EXTRA PROFIT is RM1.56 (100% WTI)
*It would b higher if the BRENT/WTI spread is more. Means BRENT/WTI spread will also b an important indicator for future earning and should b classified under NORMAL PROFIT. *
THESE ARE NOT INCLUDE NORMAL PROFIT(RM2.46) IN BUSINESS !!!
RM2.46 is exclude inventory gain and forex gain,crack spread USD8
*It would b more if average crack spread is higher in 2018*
MEANS ESTIMATE EPS 2018
RM2.00+RM1.56+RM2.46
= RM6.02 PER SHARE !!!!(B4 TAX & REINVESTMENT ALLOWANCE 495M)
Means ESTIMATE nett EPS 2018
=RM5.75 NETT EPS (100% WTI)!!!!!!!!
IMPORTANT MESSAGE:
Anyone one here still has doubt in future earning growth?
Ans. HY EPS WILL STILL GROW & MAKE MUCH MUCH MORE $$$ IN YEARS TO COME.
Anyone here still hav not believe chinaman can perform better in HY?
Just look at the management decision in possible CRUDE CHANGE.
INI KALI LAH !!!! WORLDCHAMPION HY!!!
Pls correct me if i m wrong. Tq
2018-02-25 17:17 | Report Abuse
@aiyo..my dear follower dragon wei...cina fun baru mari. .Ah boi song tio mana ai chow..boh ah nay kuai la.. e lang ay bay kooi leh HY ki lai..
2018-02-25 16:12 | Report Abuse
@sifu stockraider, any increase in stockholding by KYY ?
2018-02-25 16:07 | Report Abuse
Strongly support to sifu stockraider.
Dear HYians,
TOGETHER WE MEET AT THE PE8K!!!
2018-02-25 08:05 | Report Abuse
Warren buffet says invest in the right stock and hold it for long term.
I think everyone agree with hy performance and it is just started. Dont sell a good stock too early if u cannot find a better one now.
To those naysayers, any suggestion better than HY? (Potential return?)
Don ever change your ferrari sports car to merc later to toyota and finally to bolehbrand. Finally u will reach the destiny in fastest time.
Hy gonna be a superstar in 2018. Shoud b 2-3 fold of the closing price on 31st dec 2017.
2018-02-24 18:26 | Report Abuse
I support SIFU STOCKRAIDER.
If HY share price keep going up to sky high. Do u need dividend? MY ans . Not really lo.
2018-02-24 18:08 | Report Abuse
I think good q4 result lo, good dividend lo, then rerating coming loh.
2018-02-24 18:01 | Report Abuse
Some mentioned ealier that mgmt going to hav a press conference after q4 release. Think about it. Will there b good news?
2018-02-24 16:04 | Report Abuse
@gator, i believe shell had mentioned that they wrote off the impairment coz they don carry on with euro4 upgrade. Should b a write back once HY continue the upgrade as compared the 2014 & 2015 annual report. Tq
My take:
The impairment value is separate from reinvestment allowance. The impairment value is mentioned in 2015 and 2016 reports in relation to the value of the refinery. I think impairment arose in earlier years. It seems the refinery is valued using value in use method which is likely to be based on crack spreads. This is simply an accounting requirement in accord with FRS. Please note the land, buildings and other improvements, extending to about 350 acres and is freehold, has not been valued for more than 25 years.
2018-02-24 10:59 | Report Abuse
@ricky yeo, we welcome + and - point of view BUT hav to b with fact and figure.
2018-02-24 09:34 | Report Abuse
TOTALLY NO CALL WARRANTS. ONLY BUY MOTHER SHARE!!!!
This is to protect ALL of investors INTEREST.
DON BE STUPID TO REPEAT THE SAME MISTAKE LIKE WHAT HAPPENED IN PREVIOUS BY RHB.
TOGETHER WE MAKE MONEY
TOGETHER WE CREATE HISTORY
TOGETHER WE CREATE VICTORY
TOGETHER WE MEET AT THE PEAK
2018-02-24 09:34 | Report Abuse
Dear ALL,
Items below will hav BIG positive impact to HY 2018 accounting.
i)Impairment write back >RM470M
ii)Forex gain on RM1.7B loan RM125M
Or SPECIAL PROFIT about RM2.00 per share!!!
AND
EXTRA PROFIT p.a. by using WTI crude ( appx USD3/= savings per bbl)
Just an estimate figure.
40m bbls(appx)×3Usd= USD120M (×3.90)
= RM468M
=RM1.56per share (100% WTI)
EXTRA PROFIT is RM1.56 (100% WTI)
*It would b higher if the BRENT/WTI spread is more. Means BRENT/WTI spread will also b an important indicator for future earning and should b classified under NORMAL PROFIT. *
THESE ARE NOT INCLUDE NORMAL PROFIT(RM2.46) IN BUSINESS !!!
RM2.46 is exclude inventory gain and forex gain,crack spread USD8
*It would b more if average crack spread is higher in 2018*
MEANS ESTIMATE EPS 2018
RM2.00+RM1.56+RM2.46
= RM6.02 PER SHARE !!!!(B4 TAX & REINVESTMENT ALLOWANCE 495M)
Means ESTIMATE nett EPS 2018
=RM5.75 NETT EPS (100% WTI)!!!!!!!!
IMPORTANT MESSAGE:
Anyone one here still has doubt in future earning growth?
Ans. HY EPS WILL STILL GROW & MAKE MUCH MUCH MORE $$$ IN YEARS TO COME.
Anyone here still hav not believe chinaman can perform better in HY?
Just look at the management decision in possible CRUDE CHANGE.
INI KALI LAH !!!! WORLDCHAMPION HY!!!
Pls correct me if i m wrong. Tq
2018-02-24 09:32 | Report Abuse
@tehka, been corrected by probability sifu. To be more justify.
2018-02-24 09:28 | Report Abuse
@ricky yeo, i will fall asleep with loooong story but not fact or figure. I cant comunicate with u. Sorry. Tq for your time anyway.
2018-02-24 09:23 | Report Abuse
LOW PE & GOOD FUTURE GROWTH IS AN UNDERVALUED STOCK!!!!
2018-02-24 09:20 | Report Abuse
Dividend is coming!!! With EPS RM3.7, EASY TO HAV RM0.50, 0.80 or RM1.00 DPS
2018-02-24 09:00 | Report Abuse
@ ricky yeo, after read your looooooong explanation but not find any facts or figure. Still pending your target price(tp) for HY. Will u share some with us or still dunno what is mean by tp in investment?
2018-02-24 00:25 | Report Abuse
@thanks probability sifu.
2018-02-23 23:55 | Report Abuse
@zhugeliang, fyi, i did really read b4 about impairment write back >450M. Mayb in previous annual report(after shell cancell the euro4 upgrade and write off). Bcoz the amount upgrade RM580M is too little compare to others like petron. It has impact of >RM1.50 per share. Pls share of there is. Tq.
2018-02-23 23:34 | Report Abuse
@zhugeliang, how about question1?
2018-02-23 23:02 | Report Abuse
@ zhu geliang,
1) Is impairment write back=reinvestment allowance? If so, the diferrence is RM1.50 lower loh.
MEANS NETT EPS 2018 (after tax)IS
RM4.60 (50% WTI) AND RM6.15 (100% WTI)!!!!
2) forex gain rm152m refer to davidslim article.
3)get to know HY not run at full capacity. Hy mgmt will definately refine more stock to keep right? So they might run production at full capacity for certain period b4 the shutdown. So, why not use the 2016 figure as referrence leh. Coz the 2 months production bbl amount has been done b4 the shut down mah.
BUT MAIN IMPORTANT POINT IS
HY PROFIT WILL STILL GROW IN 2018 and onwards.
2018-02-23 22:53 | Report Abuse
@ricky yeo, we r here to share more info on HY.
Pls share with us if u hav the facts and figure. Tq.
We will hav our own judgement base on pe loh.
If a stock is low PE and the earning is growing then its a undervalue stock mah.
Many here has doubt in HY 2018 forecast earning.
Probability had shared a very important point that the HY 2018 earning has the potential to grow further-*WTI CRUDE MAY REPLACE BRENT CRUDE* with the supporting articles. This is his credit and really BENEFIT to all HYians here.
Do hav anything to share?
2018-02-23 16:30 | Report Abuse
Dear All,
Pls buy only mother share!!!! No Call Warrant!!!
2018-02-23 09:27 | Report Abuse
@aiyoyo... my follower dragon... come join me lo... together we make money ma...later sour grape pula... wakakaka kikiki
2018-02-23 09:25 | Report Abuse
I m proudly mentioned that my new cost is RM14.94.
2018-02-23 08:23 | Report Abuse
Will top up today. Close both eyes, anyprice.
2018-02-23 08:17 | Report Abuse
@superpanda, the key answer is
COMPLEX refinery and SIMPLE refinery,
which the sohai group not understand lo.
2018-02-23 06:51 | Report Abuse
THE FACT IS
WINNER GROUP
HYians know very well in COMPLEX refinery earnings. Q4 RM1.20+++
LOSER GROUP
Sohai group only know SIMPLE refinery (like petron) earnings.
THATS THE DIFFERENCE.
2018-02-22 23:10 | Report Abuse
ALL EYES ON HENG YUAN !!!
GOOD Q4!!! HENG AR!!!
DIVIDEND COME COME COME!!!! ONG AR!!!!
EPS 2018 WILL GO HIGHER HIGHER HIGHER!!!!
HUAT AR!!!
GOODNITE EVERYONE!!!
2018-02-22 19:44 | Report Abuse
@aiyoyo...dragon ar... HY result sure to kong one..dividend also to kong one..better than petron one...now still cheap ma..just join us loh... don shy lo...wakakak kikiki...
2018-02-22 19:00 | Report Abuse
@aiyo...my dear follower dragonslayer ... very very soon HY fly high lo.. not only good q4 lo....dividend also coming lo..banner already hang here and there mah...u not see meh ...somemore good coming 2018 eps...uncle k might quitely come back lo..just worry u later sour grape lo..
Stock: [HENGYUAN]: HENGYUAN REFINING COMPANY BERHAD
2018-02-27 14:50 | Report Abuse
TODAY LAST DAY SALES. OFFER 70%