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2018-03-07 13:11 | Report Abuse
Uncle KYY is the best! Kill all the ikan bilis
2018-03-07 11:11 | Report Abuse
expect to cross 8.00 this week for a great weekend :-) No arguments !
2018-03-07 11:10 | Report Abuse
come on....free fall to rm9 first...
2018-03-07 11:04 | Report Abuse
Today will drop another RM1.80
2018-03-07 11:02 | Report Abuse
No stock how to sell? Waiting to buy at the lowest possible
2018-03-07 11:01 | Report Abuse
Faster brak 9.37 and freefall. We want the show
2018-03-07 10:59 | Report Abuse
Bo bian...today market sentiment bad. only HBGLOB against the tide.
2018-03-07 10:56 | Report Abuse
Wait till RM8 i sailang all into HY
2018-03-07 10:39 | Report Abuse
Paster go down to RM8...i want to buy cheap2
2018-03-07 10:34 | Report Abuse
HY huat ahhhhhhhh!
2018-03-06 21:21 | Report Abuse
Guys dont be too pessimistic. Tmorow i will pump in RM10m into HY...come join me to punish the IB.
2018-03-06 19:11 | Report Abuse
kyy will buy back when hengyuan RM2 or RM3
then he will start promote back loh
say eps high lah pe low lah bla bla bla
but when price up untill engouh then sell loh
Malaysia kyy style is like that de loh
he every month wan pay interest kasi bank de ler
he also very suffering loh
2018-03-06 17:52 | Report Abuse
Those hy promoters are here to dispose off their shares only...why they want to write such long winded non facts there is a reason one is to trap ppl to buy their shares
2018-03-06 17:32 | Report Abuse
Aiyo dragon we do biz cannot like that one mah...Uncle Kuok say do biz must based on trust...you suka2 throw towel how to gain trust from people? Once you lose trust it's very hard to gain it back. I'm very disappointed with you, dragon...
2018-03-06 17:21 | Report Abuse
Dragon you go hawker order one char kuey teow...after he char finish for you then you say you dont want eat char kuey teow already, can or not? See the hawker smack your face or not???
2018-03-06 17:18 | Report Abuse
Nabe dragon you just throw the towel like that where can? Be a bit professional mah. Now you see what happen to HY? So many ppl crying blood now. the naysayers are now roaming the streets. All because of you!
2018-03-06 17:15 | Report Abuse
Those promote very hard one hopefully they can dispose what they have on hand..in fact those old timer who hard-core promoter already either cut loss or make profit run already ..left those sohai still holding now regret wanna sell n promote hard kikiku
2018-03-06 17:13 | Report Abuse
First time I see such low class investor who curse ppl when ppl tell the truth of hy..ur father company meh..they gg u till u bankrupt only sohai
2018-03-06 17:11 | Report Abuse
Dog kentwoon is out ..I see you lost one of your kidney..only one left..so big gamble meh....tips of the day: red..WAKAKAKAKAKA
2018-03-06 17:09 | Report Abuse
dragon, u mati la.. cause so ppl lose money... promote until 11 pm last nite.. now go n hide aledy ah???
2018-03-06 17:03 | Report Abuse
Aiyo Holland...really lor ..itu Chinese name one...had a fight with one lao tiko for long time oredy...wa pun kesian the Chinese name one...consoled him to open heart sikit..somemore...itu name 2018 didn't sapot the Chinese name one...sapot the lao tiko some more....so the Chinese name one...very depressed...wanted to commit suicide...but ...luckily I consoled the Chinese name one..he didn't do it lah....but this time....the Chinese name one followed the buy call from the name 2018 today...cutloss again...so the Chinese name depressed further felt like kena conned by the name 2018 lah...so ..now want to commit suicide again...aiyoyo...wa pun pening lah...how to save the Chinese name one...aiyoyo...kikiki
2018-03-06 16:13 | Report Abuse
老Koon Corned 的call warrants CA,CB,CC 全部已经结算获利了结,母股如弃婴。
本益比PER 现在4+倍很低,但是要提醒的,以前更低2倍上下而已,过去半年就是老koon 炒高股价,corned 那个第一批的CA,CB,CC,等待到期结算获利。
老koon 套利走人,那个家具股Latitude 就是最好的例子,股价飞涨,本益比还是不到8倍,老koon 走人,现在股价如断了线的风箏一直跌。
2018-03-06 16:10 | Report Abuse
According to the weak form efficient market hypothesis (EMH), current market price of a security incorporates all information contained in the price history and no extra profits can be made after allowing for transaction costs. It concludes technical analysis (TA) cannot yield excess returns. TA is a method of forecasting future stock market prices based solely on historical prices and volumes. TA includes charting (recognizing patterns such as support/resistance, Head and Shoulders, Cup and Handle) and technical indicators (such as MACD crossing, RSI).
The semi-strong form of EMH assumes that current market price adjusts rapidly to the release of all new public information. Therefore, it concludes that fundamental analysis (FA) cannot yield excess returns. FA relates to the analysis of balance sheet, income statement, cash flow statement to predict future performance.
The strong-form EMH assumes that current market price fully reflects all public and private information. It concludes that market, non-market and inside information has all been incorporated into the current market price. It assumes perfect market and concludes that it is impossible to earn excess returns by doing any fundamental or technical analysis.
In the context of Bursa, I believe it could be somewhere between weak-form and semi-strong form EMH, or not even weak-form efficient. It is not uncommon to hear that bursa players can make small profits by using technical analysis (can be as simple as momentum contra play- when a share shoots up, you quickly buy and sell off in a short time). There are also many FA gurus charging few thousands for their services and analysis. Dynaquest by Neoh Soon Kean is one of those offering FA services and many investors swear that FA services such as this have good track records of giving good returns.
However I wish to point out that even though Bursa is nowhere near strong-form EMH, we see that many counters would have already stopped uptrend before so-so QR is released, or would have dropped before a bad QR is released. In other words, the current share price of Bursa counters have already incorporated insider information. Well it is not hard for certain fund-managers to pay someone working on the accounts some fees to get first-hand info.
Many had been wondering why Heng Yuan retraced from a high of 19.20 when it was uptrend after such good Q3 17 release. Some blamed the warrant issuers for playing tricks. I think the issuers did push down the price to certain degree. Some blamed that insiders were selling and upcoming Q4 had to be so-so. Now the latter seems to be true.
So if you ask my opinion, what is the right market price for Heng Yuan?
Q4 17 Revenue increased to 3.1b, a record level compared to other Qs in 2017 and 2016. Q4 net profit was reduced 64m due to taxation compared to no taxation in Q3. These two come in within our expectation. Q4 Operating expenses increased 34m from Q3 due to some “regulatory-driven projects”. So I must say the Q4 financials are rather impressive. Comparing EPS alone might give investors the impression that QoQ has decreased when the business is improving.
HY Annual EPS = 61.18 + 120.59 + 28.14 + 93.16 = 303.07
Let's be realistic that HengYuan is a refinery business in a developing country so I will aim for a mere PE 7. Therefore my target price is 7 x RM 3.037 = RM 21.26
Ok some will argue that the 120.59 was due to unplanned outages at Gulf of Mexico and no taxation.
Now I will just assume a simple 60 EPS per quarter, taking a PE 7 our target price is 7 x 4 x 0.60 = RM 16.80. I think this TP of RM16.80 is extremely fair, given there are few factors reducing the EPS this quarter.
What about the RM 0.02 dividend?
This is not very attractive. However, I believe that the management gives quarterly dividend to attract funds to hold HY shares long-term.
Therefore taking 4 x 0.02/16.80, ~0.5% dividend yield. This is a very good start by the Chinamen to show that they can also practise dividend policy to attract big fund players.
What will happen to HY share price ?
As everyone predicted, it will likely gap down at opening. Major reason is that many retail players who don't play like funds will run, laughing at the 2c dividend. Moreover many articles surfaced lately, presenting their longwinded theories on how crack spread will boost earnings to new heights. These articles indirectly created illusions of high EPS expectations for retailers and now they are disappointed. The price drop from RM19.20 told a different story, that is big funds with limited private info were already selling down HY. I say limited because normally insiders won’t be able to leak the exact figure but they know it would be so-so. Therefore I think the current HY market price has already incorporated Q417 results and whoever sold down from 19.20 cou
2018-03-06 16:08 | Report Abuse
It isn't how hard or how in depth your analysis is, but whether your analysis has good predictability. And so far I haven't seen anyone that predict qtr earnings can consistently get it right. Credit should be given based on predictive power, not on the basis of amount of information.
“Having more information doesn’t necessarily improve decision-making. We know from studies of horse racing than when handicappers receive more information about horses and riders, they become proportionately more confident even though they are no more likely to pick the winner. When analysts have too much data, there’s a danger they won’t see the wood for the trees.” Marathon Asset Management
"I’m reminded of a study which showed that as the number of variables requiring analysis increase, the odds of success decline, yet the confidence of participants soar due to extensive time and energy invested." Allan Mecham
"The harder you work, the more confidence you get. But you may be working on something that is false" Charlie Munger
2018-03-06 16:07 | Report Abuse
Here are some of the concrete realities facing the market. The Ringgit is strengthening against the USD. The trade war is looming. The price of crude is plateauing. Margin squeeze is happening. Refinery business should be more of a utility investment, which means, investors expect healthy dividends. Yet China controlled companies are not in the habit of paying out dividend. And look at the euphoria of the Dec rally that saw Hengyuan price shot up like a rocket. Any chart reader will tell you the price surge was not sustainable. So how are these factors affecting Hengyuan and Petronm stock price? You want to play the stock market, analyze these reality and then make you own decision. Good luck.
2018-03-06 16:06 | Report Abuse
superpanda,never underestimate mr market,lol In my opinion very likely,will hit bet 10.22 to 10.6 before a meaningful rebound.I still think after the meaningful rebound,it might still go down hence better manage your risk.No one can know for sure how it will pan out hence it's very important one manages risk.
2018-03-06 16:02 | Report Abuse
1. HIGH EPS EXCEEDING RM 3.40.
2. STRONG EPS GROWTH EXCEEDING 300% FOR 2017.
3. STRONG CASHFLOW EXCEEDING RM 3.70 PER SHARE.
4. MSCI SMALL CAP & BURSA MIDCAP INDEX COMPONENT STOCK.
5. STRONG BALANCE SHEET WITH CASH IN HAND RM 1.00 BILLION OR RM 3.30 PER SHARE LOH....!!
6. STRONG BANKS SUPPORT WITH LOAN APPROVAL REFINANCING EXCEEDING RM 1.70 BILLION.
7. POTENTIAL DIV COMING SINCE HAVE RM 1.0 BILLION CASH IN HAND AND CASH GENERATION EXCEEDING RM 3.70 PER SHARE.
8. STRONG SHARE ACCUMULATION BY CHINA FUND MANAGERS .
9. VERY VALUABLE REFINING CAPACITY OF 120K BPD WHEN COMPARE TO PETRONAS NEW REFINERY INVESTMENT COST OF RM 64 BILLION FOR 300K BPD AND PETRON NEW REFINERY CAPACITY INVESTMENT COST OF RM 6.4 BILLION FOR ADDITIONAL 60K BPD LOH.....!!
10. INVENTORY GAIN EXCEED RM 100 MILLION.
11. FOREX GAIN EXCEED RM 50 MILLION
12. HENGYUAN SHARE HAS ALMOST COMPLETED CONSOLIDATION AND RIPE FOR A VERY VERY STRONG REBOUND LOH....!!
13. HENGYUAN IS MSIA OPERATIONS WITH STRONG HONEST MSIA MANAGEMENT AND DIRECTORS MAJORITY LOH...!!
14. POTENTIAL IMPAIRMENT WRITE BACK AS THE REFINERY ASSETS ARE PUT BACK TO USE IN 2018 LOH....!!
15. HUGE ROE GAIN EXCEEDING 60% PA FOR HENGYUAN.
16. HENGYUAN IS IN THE HIGH VOLUME, PREDICTABLE & STABLE CONSUMER BUSINESS LOH....!! ITS BUSINESS VERY STABLE & PREDICTABLE LIKE NESTLE LOH...!! BUT NESTLE PE 40X BUT HENGYUAN LESS THAN 4X...MEANS VERY VERY BIG INVESTMENT OPPORTUNITY, U SHOULD NEVER MISSED LOH...!!
RAIDER ESTIMATE TP RM 22.00 TO RM 42.00, JUST DUMB DUMB HOLD FOR THIS 2 MONTHS COMING MAH....!!
WHEN BLUECHIPS IS MAKING IS A REALITY, THEN PE 10X TO 15X...IS A REALITY LOH...!!
TAKE NOTE OF THIS IMPORTANT HIGHLIGHTS LOH...!!
"HENGYUAN IS IN THE HIGH VOLUME, PREDICTABLE & STABLE CONSUMER BUSINESS LOH....!! ITS BUSINESS VERY STABLE & PREDICTABLE LIKE NESTLE LOH...!! BUT NESTLE PE 40X BUT HENGYUAN LESS THAN 4X...MEANS VERY VERY BIG INVESTMENT OPPORTUNITY, U SHOULD NEVER MISSED LOH...!!"
2018-03-06 16:02 | Report Abuse
In Hengyuan investors have the wind at their back bcos has undertone of strong eps, strong free cashflow and high crack spread.
As for hengyuan dividend figure, however, far understates the “true” earnings emanating from our stock holdings.
For decades, we have stated in Principle 6 of our “Owner-Related Business Principles” that we expect undistributed earnings of our investees Hengyuan to deliver us at least equivalent earnings by way of subsequent capital gains. This hengyuan did not disappoint us with superb capital gain, to the dismayed & great jealousy of many negative pundits likes of 3iii, neokosan and most naysayers.
Our recognition of capital gains (and losses) will be lumpy,I feel confident, however, that the earnings retained by our investees Hengyuan will over time, and with our investees viewed as a long term group, translate into commensurate capital gains for hengyuan longterm investors.
The connection of value-building to retained earnings that I’ve just described will be impossible to detect in the short term.
Stocks surge and swoon, seemingly untethered to any year-to-year buildup in their underlying value.
Over time, however, Ben Graham’s oft-quoted maxim proves true: “In the short run, the market is a voting machine; in the long run, however, it becomes a weighing machine.
U ALL MUST HAVE CONFIDENT ON THIS WORLD CHAMPION HENGYUAN WITH EPS RM 3.40 EXCEEDING EVEN THE MOST EXPENSIVE STOCK IN KLSE NESTLE EPS RM 2.75.
THE GOOD POINT IS HENGYUAN WITH SUCH GREAT QUALITY IS TRADING AT A VERY UNDEMANDING PE 4X COMPARE WITH NESTLE PE 42X.
JUST HANG ON TO YOUR HENGYUAN DUMB DUMB U WILL BE WELL REWARDED..!
2018-03-06 16:01 | Report Abuse
IT IS OK LOH...TO HAVE NEGATIVE VIEW LOH....!!
BUT MUST COUNTER THEIR POINTS AND FAKE VIEWS LOH...!!
IF NOT IT WILL CAUSE FINANCIAL DAMAGE LOH...!!
RAIDER REMEMBER THAT 3iii STRONGLY BAD MOUTHED HENGYUAN AT RM 3.66, AS A RESULT HIS ADMIRER AHMOI SOLD HENGYUAN AT RM 3.66 LOH...!!
THUS LOST VERY BIG LOH...!!
PEOPLE CAN OPEN HIS BIG MOUTHED, TO BAD MOUTHED ANY STOCKS, BUT WE MUST KNOW WHAT IS RIGHT & WHAT IS WRONGLOH...!!
AHFAH WHO IS AHMOI BEST FRIEND ,DID NOT SELL HENGYUAN AND HANG ON HENGYUAN DUMB DUMB, DESPITE 3iii STRONG BAD MOUTHED, TODAY CAN AFFORD TO SEND HER SON TO AUSTRALIA TO STUDY ALL BCOS OF HENGYUAN INVESTMENT LOH....!!
2018-03-06 16:00 | Report Abuse
It is going to happen soon loh...!!
Hang tight with ur World Champion Hengyuan loh...!!
WHY CHINA FUND WILL BE VERY AGGRESSIVE COMING ??
1. THE CHINA FUND MANAGERS, JUST CAME BACK FROM LONG CHINESE NEW YEAR LEAVE, EAGER TO START WORK MAH...!!
2. THEY KNEW HENGYUAN Q4 RESULT VERY GOOD, THUS THEY HAVE TO BUY VERY BIG TO AVOID MISSING OUT LOH.
3. HENGYUAN BOSSES DID A GREAT JOB, HAS FUND THE REFINERY UPGRADES WITHOUT USING ITS EXISTING RM 1 BILLION CASH IN HAND, HIGH PROBABILITY OF GOOD DIVIDEND PAYOUT LOH...!!
4. HENGYUAN TRADE AT A LOW UNDEMANDING PE 4X COMPARE TO CHINA PETROLEUM PE 11.7X, PHILLIP 66 PE 22X, PETDAG PE 16X MEANS BIG UPGRADES IN HENGYUAN SHARE VALUATION COMING LOH....!!
5. THE SUPPLIES OF HENGYUAN SHARE HAS DWINDLE FOR PAST FEW DAYS, MEANS GOING FWD, THERE IS LACK OF SUPPLY, SO IN ORDER TO BUILD UP POSITION MUST AGGRESSIVE BUY B4 TOO LATE MAH...!!
6. HENGYUAN IS A WORLD CHAMPION STOCK WITH EPS RM 3.40 FAR EXCEED THE MOST EXPENSIVE STOCK IN KLSE NESTLE WITH EPS RM 2.75, MAKES A COMPELLING STORY TO AGGRESSIVELY BUY LOH...!!
7. HENGYUAN IS A ROLE MODEL COMPANY, FOR CHINA ONE BELT ONE ROAD STORY, IT HAS BEEN LOOKED UP HIGH UPON, WITH ADMIRATIONS BY CHINESE COMMUNIST LEADERS LOH...!!
2018-03-06 15:59 | Report Abuse
PEOPLE LIKE DRAGON & 3III, SIMPLY SAY CUTWINS TO CAUSE AHMOI TO LOSE BIG LOH...!!
RAIDER REMEMBER THAT 3iii STRONGLY BAD MOUTHED HENGYUAN AT RM 3.66, AS A RESULT HIS ADMIRER AHMOI SOLD HENGYUAN AT RM 3.66 LOH...!!
THUS LOST VERY BIG LOH...!!
PEOPLE CAN OPEN HIS BIG MOUTHED, TO BAD MOUTHED ANY STOCKS, BUT WE MUST KNOW WHAT IS RIGHT & WHAT IS WRONGLOH...!!
AHFAH WHO IS AHMOI BEST FRIEND ,DID NOT SELL HENGYUAN AND HANG ON HENGYUAN DUMB DUMB, DESPITE 3iii STRONG BAD MOUTHED, TODAY CAN AFFORD TO SEND HER SON TO AUSTRALIA TO STUDY ALL BCOS OF HENGYUAN INVESTMENT LOH....!!
RAIDER REMEMBER THAT 3iii STRONGLY BAD MOUTHED HENGYUAN AT RM 3.66, AS A RESULT HIS ADMIRER AHMOI SOLD HENGYUAN AT RM 3.66 LOH...!!
THUS LOST VERY BIG LOH...!!
PEOPLE CAN OPEN HIS BIG MOUTHED, TO BAD MOUTHED ANY STOCKS, BUT WE MUST KNOW WHAT IS RIGHT & WHAT IS WRONGLOH...!!
AHFAH WHO IS AHMOI BEST FRIEND ,DID NOT SELL HENGYUAN AND HANG ON HENGYUAN DUMB DUMB, DESPITE 3iii STRONG BAD MOUTHED, TODAY CAN AFFORD TO SEND HER SON TO AUSTRALIA TO STUDY ALL BCOS OF HENGYUAN INVESTMENT LOH....!!
2018-03-06 15:57 | Report Abuse
Why u need to have patience & avoid pondans, pondan u loh ???
General Raider; The reason are as follows the IB is desperately driving down the price as their current called warrants are due for price determination, thats why they want hengyuan price lower loh...!!
Yes the china fund are still collecting, but they are not goreng funds, they are long term value funds.
So a lower hengyuan price, allowed them to collect cheap more loh..!!
So if IB drive down hengyuan, no issue to them, bcos it is an investment opportunity if price is down loh...!!
Given the IB and China funds wants lower hengyuan share price, how come hengyuan is consolidating at Rm 15.00 and not much lower price like the naysayers wants , like rm 9.00 to rm 13.00 leh ??
General Raider ans: The china funds are not only one single funds, it make up of many funds all have the objective of heeding China govt of expanding their investment oversea loh..!!
As the funds are not talking to each other on coordinated manner, like a single fund, thus most of them willing to invest in hengyuan independently at fair price like rm 14.00 to rm 16.00, bcos they are worried once q4 out they will missed out big on hengyuan, if they have low position mah...!!
So even IB press down the share price down, the share price don't really down alot loh, in fact it rebound later bcos china funds are buying loh...!!
General Raider advice u to hang tight, don let pondans, pondan u loh...!!
$$$$$$$$$$$$$ coming mah....!!
2018-03-06 15:56 | Report Abuse
It is going to happen soon loh...!!
Hang tight with ur World Champion Hengyuan loh...!!
WHY CHINA FUND WILL BE VERY AGGRESSIVE COMING ??
1. THE CHINA FUND MANAGERS, JUST CAME BACK FROM LONG CHINESE NEW YEAR LEAVE, EAGER TO START WORK MAH...!!
2. THEY KNEW HENGYUAN Q4 RESULT VERY GOOD, THUS THEY HAVE TO BUY VERY BIG TO AVOID MISSING OUT LOH.
3. HENGYUAN BOSSES DID A GREAT JOB, HAS FUND THE REFINERY UPGRADES WITHOUT USING ITS EXISTING RM 1 BILLION CASH IN HAND, HIGH PROBABILITY OF GOOD DIVIDEND PAYOUT LOH...!!
4. HENGYUAN TRADE AT A LOW UNDEMANDING PE 4X COMPARE TO CHINA PETROLEUM PE 11.7X, PHILLIP 66 PE 22X, PETDAG PE 16X MEANS BIG UPGRADES IN HENGYUAN SHARE VALUATION COMING LOH....!!
5. THE SUPPLIES OF HENGYUAN SHARE HAS DWINDLE FOR PAST FEW DAYS, MEANS GOING FWD, THERE IS LACK OF SUPPLY, SO IN ORDER TO BUILD UP POSITION MUST AGGRESSIVE BUY B4 TOO LATE MAH...!!
6. HENGYUAN IS A WORLD CHAMPION STOCK WITH EPS RM 3.40 FAR EXCEED THE MOST EXPENSIVE STOCK IN KLSE NESTLE WITH EPS RM 2.75, MAKES A COMPELLING STORY TO AGGRESSIVELY BUY LOH...!!
7. HENGYUAN IS A ROLE MODEL COMPANY, FOR CHINA ONE BELT ONE ROAD STORY, IT HAS BEEN LOOKED UP HIGH UPON, WITH ADMIRATIONS BY CHINESE COMMUNIST LEADERS LOH...!!
2018-03-06 15:55 | Report Abuse
1. HIGH EPS EXCEEDING RM 3.40.
2. STRONG EPS GROWTH EXCEEDING 300% FOR 2017.
3. STRONG CASHFLOW EXCEEDING RM 3.70 PER SHARE.
4. MSCI SMALL CAP & BURSA MIDCAP INDEX COMPONENT STOCK.
5. STRONG BALANCE SHEET WITH CASH IN HAND RM 1.00 BILLION OR RM 3.30 PER SHARE LOH....!!
6. STRONG BANKS SUPPORT WITH LOAN APPROVAL REFINANCING EXCEEDING RM 1.70 BILLION.
7. POTENTIAL DIV COMING SINCE HAVE RM 1.0 BILLION CASH IN HAND AND CASH GENERATION EXCEEDING RM 3.70 PER SHARE.
8. STRONG SHARE ACCUMULATION BY CHINA FUND MANAGERS .
9. VERY VALUABLE REFINING CAPACITY OF 120K BPD WHEN COMPARE TO PETRONAS NEW REFINERY INVESTMENT COST OF RM 64 BILLION FOR 300K BPD AND PETRON NEW REFINERY CAPACITY INVESTMENT COST OF RM 6.4 BILLION FOR ADDITIONAL 60K BPD LOH.....!!
10. INVENTORY GAIN EXCEED RM 100 MILLION.
11. FOREX GAIN EXCEED RM 50 MILLION
12. HENGYUAN SHARE HAS ALMOST COMPLETED CONSOLIDATION AND RIPE FOR A VERY VERY STRONG REBOUND LOH....!!
13. HENGYUAN IS MSIA OPERATIONS WITH STRONG HONEST MSIA MANAGEMENT AND DIRECTORS MAJORITY LOH...!!
14. POTENTIAL IMPAIRMENT WRITE BACK AS THE REFINERY ASSETS ARE PUT BACK TO USE IN 2018 LOH....!!
15. HUGE ROE GAIN EXCEEDING 60% PA FOR HENGYUAN.
16. HENGYUAN IS IN THE HIGH VOLUME, PREDICTABLE & STABLE CONSUMER BUSINESS LOH....!! ITS BUSINESS VERY STABLE & PREDICTABLE LIKE NESTLE LOH...!! BUT NESTLE PE 40X BUT HENGYUAN LESS THAN 4X...MEANS VERY VERY BIG INVESTMENT OPPORTUNITY, U SHOULD NEVER MISSED LOH...!!
RAIDER ESTIMATE TP RM 22.00 TO RM 42.00, JUST DUMB DUMB HOLD FOR THIS 2 MONTHS COMING MAH....!!
WHEN BLUECHIPS IS MAKING IS A REALITY, THEN PE 10X TO 15X...IS A REALITY LOH...!!
TAKE NOTE OF THIS IMPORTANT HIGHLIGHTS LOH...!!
"HENGYUAN IS IN THE HIGH VOLUME, PREDICTABLE & STABLE CONSUMER BUSINESS LOH....!! ITS BUSINESS VERY STABLE & PREDICTABLE LIKE NESTLE LOH...!! BUT NESTLE PE 40X BUT HENGYUAN LESS THAN 4X...MEANS VERY VERY BIG INVESTMENT OPPORTUNITY, U SHOULD NEVER MISSED LOH...!!"
2018-03-06 15:55 | Report Abuse
EOPLE LIKE DRAGON & 3III, SIMPLY SAY CUTWINS TO CAUSE AHMOI TO LOSE BIG LOH...!!
RAIDER REMEMBER THAT 3iii STRONGLY BAD MOUTHED HENGYUAN AT RM 3.66, AS A RESULT HIS ADMIRER AHMOI SOLD HENGYUAN AT RM 3.66 LOH...!!
THUS LOST VERY BIG LOH...!!
PEOPLE CAN OPEN HIS BIG MOUTHED, TO BAD MOUTHED ANY STOCKS, BUT WE MUST KNOW WHAT IS RIGHT & WHAT IS WRONGLOH...!!
AHFAH WHO IS AHMOI BEST FRIEND ,DID NOT SELL HENGYUAN AND HANG ON HENGYUAN DUMB DUMB, DESPITE 3iii STRONG BAD MOUTHED, TODAY CAN AFFORD TO SEND HER SON TO AUSTRALIA TO STUDY ALL BCOS OF HENGYUAN INVESTMENT LOH....!!
RAIDER REMEMBER THAT 3iii STRONGLY BAD MOUTHED HENGYUAN AT RM 3.66, AS A RESULT HIS ADMIRER AHMOI SOLD HENGYUAN AT RM 3.66 LOH...!!
THUS LOST VERY BIG LOH...!!
PEOPLE CAN OPEN HIS BIG MOUTHED, TO BAD MOUTHED ANY STOCKS, BUT WE MUST KNOW WHAT IS RIGHT & WHAT IS WRONGLOH...!!
AHFAH WHO IS AHMOI BEST FRIEND ,DID NOT SELL HENGYUAN AND HANG ON HENGYUAN DUMB DUMB, DESPITE 3iii STRONG BAD MOUTHED, TODAY CAN AFFORD TO SEND HER SON TO AUSTRALIA TO STUDY ALL BCOS OF HENGYUAN INVESTMENT LOH....!!
2018-03-06 15:54 | Report Abuse
Ayoyo A pretty negative article on the edge financial daily today... Hinted at a muted fy2018 earnings due to risks of planned shutdowns driving down revenue by 51% in that particular quarter, possible inventory losses on lower oil prices and worse is, earnings significantly affected by slow completion of euro 4m refinery
05/03/2018 08:20<<<<<
Recall the promoters pacifying their followers that the shut down will have little impact because Hengyuan would have beefed up the inventories to continue their supplies to the customers during the planned shut down.
Yes, the is probably true to a certain extent but the shut down WILL definitely impact temporarily on the bottom line for that period.
More worrying is if the planned shut down is longer than initially planned. It has already being extended from 2 months to 2 and half months now.
Even more surprising would be the planned upgrading costing more than anticipated. $800 million capex may be a low estimate indeed.
2018-03-06 15:52 | Report Abuse
Depeche Someone from the opposite camp quoted T7 global and Opensys..very brave!!!
T7 Global - PE ratio 133...so high!!!
Latest quarter revenue so high still reported lower profits than previous quarter....he said despite this, he still will buy that counter and invites others to join in..really questionable choice..
Opensys- chap pa lang IT service provider, manufacturer, exporter importer, etc, etc..most impressive result in the latest QR reported EPS >1.00....clap...clap... another very SOUND choice...
Now we are beginning to see what the naysayers are made of..
HY supporters should be proud of ourselves...now we can confirm many of them are sour grapes with poor investment acumen.
Till now, I only still respect their sifu....3iii.
01/03/2018 17:23
HERE WE GO, T7GLOBAL 0.605 VS HY 12.80.
LET'S HV FIRST REVIEW AFTER 3 MONTHS, 1/6/2018. STRAIGHT FIGHT ONE ON ONE, NO NEED INVOLVE OTHER COUNTER.
2018-03-06 15:50 | Report Abuse
老Koon Corned 的call warrants CA,CB,CC 全部已经结算获利了结,母股如弃婴。
本益比PER 现在4+倍很低,但是要提醒的,以前更低2倍上下而已,过去半年就是老koon 炒高股价,corned 那个第一批的CA,CB,CC,等待到期结算获利。
老koon 套利走人,那个家具股Latitude 就是最好的例子,股价飞涨,本益比还是不到8倍,老koon 走人,现在股价如断了线的风箏一直跌。
2018-03-06 15:49 | Report Abuse
I always heard about this word, bitcoin..
what is bitcoin???? is it same product like GoldCoin beras??? the rice brand???
2018-03-06 15:48 | Report Abuse
YES as usual General Raider will lead all hengyuan bull army to victory loh.....!!
LEARN FROM THE BEST INVESTORS IN PUDU MARKET, AHFAH WHO MANAGE TO SEND HER SON TO STUDY IN AUATRALIA JUST BY INVESTING HENGYUAN DUMB DUMB LOH.!
We want to support many investors like ahfah, manage to send her son to study in australia by just investing in hengyuan dumb dumb loh...!!
Like warren buffet philosophy, those who invested berkshire hathway dumb dumb now very very rich loh...!!
IT IS OK LOH...TO HAVE NEGATIVE VIEW LOH....!!
BUT MUST COUNTER THEIR POINTS AND FAKE VIEWS LOH...!!
IF NOT IT WILL CAUSE FINANCIAL DAMAGE LOH...!!
RAIDER REMEMBER THAT 3iii STRONGLY BAD MOUTHED HENGYUAN AT RM 3.66, AS A RESULT HIS ADMIRER AHMOI SOLD HENGYUAN AT RM 3.66 LOH...!!
THUS LOST VERY BIG LOH...!!
PEOPLE CAN OPEN HIS BIG MOUTHED, TO BAD MOUTHED ANY STOCKS, BUT WE MUST KNOW WHAT IS RIGHT & WHAT IS WRONGLOH...!!
AHFAH WHO IS AHMOI BEST FRIEND ,DID NOT SELL HENGYUAN AND HANG ON HENGYUAN DUMB DUMB, DESPITE 3iii STRONG BAD MOUTHED, TODAY CAN AFFORD TO SEND HER SON TO AUSTRALIA TO STUDY ALL BCOS OF HENGYUAN INVESTMENT LOH....!!
PLEASE NOTE WE ARE PREVENTING FALSE AND FAKE NEWS FROM NAYSAYERS FROM CAUSING, BIG BIG LOSSES TO LONG TERM INVESTORS FROM SELLING TO PREMATURELY LOH;
REMEMBER THE STORY OF SAD ADMIRER OF 3iii AHMOI UNABLE TO AFFORD TO SEND HER SON TO AUSTRALIA TO STUDY BCOS LISTENING TO 3iii SELLING HER HENGYUAN AT RM 3.66 LOH..!!
AHMOI BEST FRIEND AHFAH HANG ON TO HENGYUAN DUMB DUMB, TODAY BASED ON HER PROFIT, IS ABLE TO FINANCE HER SON STUDY IN AUSTRALIA, JUST BASED ON HENGYUAN INVESTMENT ALONE LOH...!!
DO NOT LET Dragon & 3iii TO DO THIS TO U, LIKE WHAT HAPPEN TO AHMOI LOH...!!
DO NOT LET PONDANS....PONDAN U LOH...!!
TAKE NOTE OF THIS IMPORTANT HIGHLIGHTS LOH...!!
"HENGYUAN IS IN THE HIGH VOLUME, PREDICTABLE & STABLE CONSUMER BUSINESS LOH....!! ITS BUSINESS VERY STABLE & PREDICTABLE LIKE NESTLE LOH...!! BUT NESTLE PE 40X BUT HENGYUAN LESS THAN 4X...MEANS VERY VERY BIG INVESTMENT OPPORTUNITY, U SHOULD NEVER MISSED LOH
U ALL MUST HAVE CONFIDENT ON THIS WORLD CHAMPION HENGYUAN WITH EPS RM 3.40 EXCEEDING EVEN THE MOST EXPENSIVE STOCK IN KLSE NESTLE EPS RM 2.75.
THE GOOD POINT IS HENGYUAN WITH SUCH GREAT QUALITY IS TRADING AT A VERY UNDEMANDING PE 4X COMPARE WITH NESTLE PE 42X.
RAIDER ESTIMATE TP RM 22.00 TO RM 42.00, JUST DUMB DUMB HOLD FOR THIS 2 MONTHS COMING MAH....!!
WHEN BLUECHIPS IS MAKING IS A REALITY, THEN PE 10X TO 15X...IS A REALITY LOH...!!
REMEMBER THE ULTIMATE ADVICE BY WARREN BUFFET ALWAYS INVEST LONGTERM
LESSON FROM WARREN BUFFET;
Charlie and I view the marketable common stocks that Berkshire owns as interests in businesses, not as ticker symbo t” prices of analysts or the opinions of media pundits.
Instead, we simply believe that if the businesses of the investees are successful (as we believe most will be) our investments will be successful as well. Sometimes the payoffs to us will be modest; occasionally the cash register will ring loudly.
The same applies to world champion hengyuan which have a much higher ROE than berkshire hathway mah....!!
The connection of value-building to retained earnings that I’ve just described will be impossible to detect in the short term.
Stocks surge and swoon, seemingly untethered to any year-to-year buildup in their underlying value.
Over time, however, Ben Graham’s oft-quoted maxim proves true: “In the short run, the market is a voting machine; in the long run, however, it becomes a weighing machine.
RAIDER COMMENT; NOTICE PHILIP 66, WARREN BUFFET REFINERY INVESTMENT, ITS PE 22x VERSUS HENGYUAN 4X LOH...!!
HENGYUAN TRULY A WORLD CHAMPION LOH....!!
JUST HANG ON TO YOUR HENGYUAN DUMB DUMB U WILL BE WELL REWARDED..!
“If you can keep your head when all about you are losing theirs . . .
If you can wait and not be tired by waiting . . .
If you can think – and not make thoughts your aim . . .
If you can trust yourself when all men doubt you...
Yours is the Earth and everything that’s in it.”
2018-03-06 15:47 | Report Abuse
EOPLE LIKE DRAGON & 3III, SIMPLY SAY CUTWINS TO CAUSE AHMOI TO LOSE BIG LOH...!!
RAIDER REMEMBER THAT 3iii STRONGLY BAD MOUTHED HENGYUAN AT RM 3.66, AS A RESULT HIS ADMIRER AHMOI SOLD HENGYUAN AT RM 3.66 LOH...!!
THUS LOST VERY BIG LOH...!!
PEOPLE CAN OPEN HIS BIG MOUTHED, TO BAD MOUTHED ANY STOCKS, BUT WE MUST KNOW WHAT IS RIGHT & WHAT IS WRONGLOH...!!
AHFAH WHO IS AHMOI BEST FRIEND ,DID NOT SELL HENGYUAN AND HANG ON HENGYUAN DUMB DUMB, DESPITE 3iii STRONG BAD MOUTHED, TODAY CAN AFFORD TO SEND HER SON TO AUSTRALIA TO STUDY ALL BCOS OF HENGYUAN INVESTMENT LOH....!!
RAIDER REMEMBER THAT 3iii STRONGLY BAD MOUTHED HENGYUAN AT RM 3.66, AS A RESULT HIS ADMIRER AHMOI SOLD HENGYUAN AT RM 3.66 LOH...!!
THUS LOST VERY BIG LOH...!!
PEOPLE CAN OPEN HIS BIG MOUTHED, TO BAD MOUTHED ANY STOCKS, BUT WE MUST KNOW WHAT IS RIGHT & WHAT IS WRONGLOH...!!
AHFAH WHO IS AHMOI BEST FRIEND ,DID NOT SELL HENGYUAN AND HANG ON HENGYUAN DUMB DUMB, DESPITE 3iii STRONG BAD MOUTHED, TODAY CAN AFFORD TO SEND HER SON TO AUSTRALIA TO STUDY ALL BCOS OF HENGYUAN INVESTMENT LOH....!!
2018-03-06 15:46 | Report Abuse
1. HIGH EPS EXCEEDING RM 3.40.
2. STRONG EPS GROWTH EXCEEDING 300% FOR 2017.
3. STRONG CASHFLOW EXCEEDING RM 3.70 PER SHARE.
4. MSCI SMALL CAP & BURSA MIDCAP INDEX COMPONENT STOCK.
5. STRONG BALANCE SHEET WITH CASH IN HAND RM 1.00 BILLION OR RM 3.30 PER SHARE LOH....!!
6. STRONG BANKS SUPPORT WITH LOAN APPROVAL REFINANCING EXCEEDING RM 1.70 BILLION.
7. POTENTIAL DIV COMING SINCE HAVE RM 1.0 BILLION CASH IN HAND AND CASH GENERATION EXCEEDING RM 3.70 PER SHARE.
8. STRONG SHARE ACCUMULATION BY CHINA FUND MANAGERS .
9. VERY VALUABLE REFINING CAPACITY OF 120K BPD WHEN COMPARE TO PETRONAS NEW REFINERY INVESTMENT COST OF RM 64 BILLION FOR 300K BPD AND PETRON NEW REFINERY CAPACITY INVESTMENT COST OF RM 6.4 BILLION FOR ADDITIONAL 60K BPD LOH.....!!
10. INVENTORY GAIN EXCEED RM 100 MILLION.
11. FOREX GAIN EXCEED RM 50 MILLION
12. HENGYUAN SHARE HAS ALMOST COMPLETED CONSOLIDATION AND RIPE FOR A VERY VERY STRONG REBOUND LOH....!!
13. HENGYUAN IS MSIA OPERATIONS WITH STRONG HONEST MSIA MANAGEMENT AND DIRECTORS MAJORITY LOH...!!
14. POTENTIAL IMPAIRMENT WRITE BACK AS THE REFINERY ASSETS ARE PUT BACK TO USE IN 2018 LOH....!!
15. HUGE ROE GAIN EXCEEDING 60% PA FOR HENGYUAN.
16. HENGYUAN IS IN THE HIGH VOLUME, PREDICTABLE & STABLE CONSUMER BUSINESS LOH....!! ITS BUSINESS VERY STABLE & PREDICTABLE LIKE NESTLE LOH...!! BUT NESTLE PE 40X BUT HENGYUAN LESS THAN 4X...MEANS VERY VERY BIG INVESTMENT OPPORTUNITY, U SHOULD NEVER MISSED LOH...!!
RAIDER ESTIMATE TP RM 22.00 TO RM 42.00, JUST DUMB DUMB HOLD FOR THIS 2 MONTHS COMING MAH....!!
WHEN BLUECHIPS IS MAKING IS A REALITY, THEN PE 10X TO 15X...IS A REALITY LOH...!!
TAKE NOTE OF THIS IMPORTANT HIGHLIGHTS LOH...!!
"HENGYUAN IS IN THE HIGH VOLUME, PREDICTABLE & STABLE CONSUMER BUSINESS LOH....!! ITS BUSINESS VERY STABLE & PREDICTABLE LIKE NESTLE LOH...!! BUT NESTLE PE 40X BUT HENGYUAN LESS THAN 4X...MEANS VERY VERY BIG INVESTMENT OPPORTUNITY, U SHOULD NEVER MISSED LOH...!!"
Stock: [HENGYUAN]: HENGYUAN REFINING COMPANY BERHAD
2018-03-07 14:37 | Report Abuse
djia will drop at least another 500 pts tonight