7 people like this.
9 comment(s). Last comment by AC Gan 2017-08-03 09:50
Alex Foo
12,591 posts
Posted by Alex Foo > 2017-08-01 10:26 | Report Abuse
roe40%!你的华文写得真好。是的,请在第三篇写ebit/ev的东西。。。期待
稻田·* 片片绿青~粒粒芳香
26,756 posts
Posted by 稻田·* 片片绿青~粒粒芳香 > 2017-08-01 10:30 | Report Abuse
A lot of time being used.... appreciate the effort,,,,, salute...
VenFx
14,784 posts
Posted by VenFx > 2017-08-01 10:45 | Report Abuse
Big Like to davidtslim's total coverage for HengYuang .
MCC8
113 posts
Posted by MCC8 > 2017-08-02 13:21 | Report Abuse
Good article, clear explanations support with numeric ........
probability
14,449 posts
Posted by probability > 2017-08-02 18:41 | Report Abuse
HISTORICAL RECORD CRACK SPREAD: 11.4 USD/BRL ! http://www.cmegroup.com/apps/cmegroup/widgets/productLibs/esignal-charts.html?code=D1N&title=AUG_2017_Singapore_Mogas_92_Unleaded_%28Platts%29_Brent_Crack_Spread_&type=p&venue=0&monthYear=Q7&year=2017&exchangeCode=XNYM&chartMode=dynamic
Posted by probability > 2017-08-02 19:19 | Report Abuse
Historical record crack spread: 11.4 USD/BRL ! http://www.cmegroup.com/apps/cmegroup/widgets/productLibs/esignal-charts.html?code=D1N&title=AUG_2017_Singapore_Mogas_92_Unleaded_%28Platts%29_Brent_Crack_Spread_&type=p&venue=0&monthYear=Q7&year=2017&exchangeCode=XNYM&chartMode=dynamic What is the implication of Rise in refining margin by 1 USD/brl? = 112k bpd x 90 days x 1 USD/brl x RM 4.3/USD = 43.3M increase in Gross profit per qtr for 300M shares, the rise in EPS per qtr = 14.4 cents/qtr (just remember this for simplicity) The above crack spread is more than double the average of 2016 ~ 5.5 USD/brl. Basically you need 3USD/brl ( 3 x 43.3M = 130M) to cover HRC Overhead costs, Depreciation and Finanec cost of approximately 120M per qtr. So any surplus refining margin above 3USD/brl purely translates as Net profits. For the last qtr at 9USD/brl, the net contribution 6USD/brl ( 9 - 3), so your EPS was : = 14.4 cents x 6 = ~ 90 cents / qtr Imagine if it can sustain at current 11 - 3 = 8 USD/brl surplus, what would be the EPS per qtr average? = 14.4 cents x 8 = 115 cent / qtr
tealeaf
196 posts
Posted by tealeaf > 2017-08-03 07:42 | Report Abuse
great effort spent ..thanks
MakingLove
4 posts
Posted by MakingLove > 2017-08-03 09:47 | Report Abuse
The quality of this article is similar to my name!
AC Gan
188 posts
Posted by AC Gan > 2017-08-03 09:50 | Report Abuse
Good Sharing & Appreciate your work done.
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#
Stock
Score
MPI
MALAYSIAN PACIFIC INDUSTRIES
1000
PTRANS
PERAK TRANSIT BERHAD
950
HLIND
HONG LEONG INDUSTRIES BHD
932
GENTING
GENTING BHD
359
MAYBANK
MALAYAN BANKING BHD
282
JCY
JCY INTERNATIONAL BERHAD
274
SAPNRG
SAPURA ENERGY BERHAD
229
YTLPOWR
YTL POWER INTERNATIONAL BHD
223
9
GENM
GENTING MALAYSIA BERHAD
222
10
OCK
OCK GROUP BERHAD
214
Stock Name
Last
Change
Volume
HSI-CXV
0.10
-0.02
145,068,200
INIX-OR
0.02
0.00
141,839,900
NOVAMSC
0.265
+0.035
98,192,300
HSI-CV4
0.065
-0.025
95,321,800
HSI-HWE
0.135
+0.02
92,508,000
HSI-HWW
0.245
+0.03
91,583,600
HSI-CXN
0.18
-0.03
90,430,200
SNS
0.91
+0.025
81,019,000
MUIIND
0.085
-0.005
75,068,300
EDUSPEC-OR
0.005
75,002,700
NESTLE
122.50
+0.50
26,600
NPC
1.88
+0.23
3,000
SUNCON
4.35
+0.22
3,776,400
PETDAG
17.46
524,700
KOBAY
2.35
+0.17
10,345,100
IJM-C76
0.725
+0.165
96,000
YBS
0.94
+0.155
33,444,200
AIRPORT
10.14
+0.14
1,646,500
KLK
20.22
600,000
KESM
7.14
117,000
39.40
-0.30
282,900
DLADY
35.42
-0.26
6,800
ORIENT
6.97
-0.18
1,220,900
TOYOVEN
0.89
-0.17
12,566,500
MRDIY-C28
-0.165
113,000
HEIM
22.04
-0.14
94,600
KUAISHO-C17
0.08
-0.12
58,800
APOLLO
6.68
6,000
SALUTE
0.57
-0.11
25,910,000
THETA
1.78
4,552,900
Time
Signal
Duration
CS Tan
4.9 / 5.0
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
Alex Foo
12,591 posts
Posted by Alex Foo > 2017-08-01 10:26 | Report Abuse
roe40%!你的华文写得真好。是的,请在第三篇写ebit/ev的东西。。。期待