Hello sifus. Newbie here. Can Pls recommend any Agressive share trader, broker or remisier. TQ

This post has been edited by mandycpg: Dec 13 2017, 05:14 PM

Jz curious, anyone here holding hengyuan?

got people hold HY ar..below 10 pun ada above 10 pun ada

PUC

Din expect HY to fly so fast

HengYuan went up so fast in the past 1 month! Dejected I did not buy.

#metoo
I know China needs a lot of LNG but still... now it has reached my target price of rm12

Hengyuan is like that, once up, it will shoot up.
Very difficult to buy when it's going up

sold all HY already when hit 11, rugi already

Actually, it is more easier to buy when uptrend.

Never buy a downtrend stock especially for trading purpose.

You got good chance to make a profit in a uptrend stock.
Chase high also never mind, as long as can sell higher, profit.
Today buy, next few days already profit.

Down trend stock, today buy, tomorrow plunge further, stuck like a crab already.

Above only applied for trading purpose.

While, long term investing is another story though.

Anyway, my view,
HY price should be more than Petron, as its earning and cashflow is more better than Petron.

But HY risk is about next year upgrading shutdown, and potential delay in introducing Euro4.
So I expect more run up until next year 1Q to 2Q. May be good to profit taking around that time.

Ps: vested interest in this stock, so potential bias view.

Always interesting to hear your opinion on Hengyuan.

I think fundamentally, Petron should have a higher PE since its retail component sort of dampens the cyclic and somewhat volatile nature in the refinery business. But now that you mentioned it, on Hengyuan, despite its (already high) price, it still have potential to grow? Since its still trading in a significantly lower PE than Petron. Anyway, i assume you're holding on HRC, do you mind to share your price target?

On a second note, just purely for discussing. Have you got a chance to look at Serba Dinamik? I think looking at mid-term, it has strong earning visibility with many projects at hand. Fundamentally, still trading at a somewhat modest PE, maybe because it has not been able to show a consistent record of profits and growth.

I think, looking at the larger picture, the current oil price sort of benefit Serba Dinamik - O & M business. Since the current oil price does not encourage further exploration and development of new fields - operators tend to squeeze more out of their mature fields - which in turn tend to require more maintenance and workaround - fits nicely for Serba.

Do you mind trade penny stocks?

Now only focus serbadk ar. Too late lo..

Hahaha yeah late liao but as long as the company is growing, there is still room for stock price appreciation, no?

Sifu, any stock to recommend that is still deemed not too late?

err..hard 2 say wor..
i still holding cab..as my long term invest liao
ignore my IRIS la..itu for election ply wan

i only play penny stocks since beginning...

Which counter you playing now?

nothing in hand yet...still looking

Yes, Petron deserved high PE rating due to it is at net cash position (no debt), and its retail business providing cushion on volatile earning of refining business, while HY still has debt to clear.

That's a reason why HY price is lagging compared to Petron.

HY -
1. 500~700 mil needs to be spent on upgrading process and downtime for upgrading may result a poor 2018 result overall. So it may not in position to give dividend as compared to Petron at least for near term.

Also in distant future Euro5 may be needed as well, so another upgrading spending may need in a more long term future.

2. After major upgrading, potential higher depreciation that drag down current profit figure.

3. It may need to pay tax soon, after clear up the tax loss accumulated on previous year. As current EPS number is without tax.

4. Crack spread may not stay at elevated forever.

Personally I would say there is still a little more room for upside until 2017 Q1 to Q2, whereby we may able to still good EPS number. By then, Rm16~18 should be fully valued.
PS: vested interest, view may be bias.

O&G -
I also received recommendation on Serba by IB/remiser, but I am not familiar with this stock.
May look it, not familiar, no comment.

I am more interested in Armada and Yinson, I preferred FPSO, has more visibly earning once the contract is secured as compared to contract works, that can be hard to predict.

serba is a sarawak company..
Affin keep promote serba
alot of contract keep them buzy
since early year listing..serba price shoot up to RM3.20 level and it is a contract king for few month old listing company..
i hear FV around 3.40 to 3.60
affin write TP RM4