资讯传输高速！投资高手通街！
公司业务好坏，怎么做？

业绩持续好，不要卖，龟速卖？
业绩不好，失望和绝望，飞速卖！

这样操作可以吗？哈哈哈。

petronm和hengyuan先前股价爆冲，是因为英国bp炼油厂爆炸！导致全球汽油失衡，它们出口获利。是吗？

现在回调下来是回归正常吧！
但经过这种走势，很多人就要很长时间住洋房了。如果他高位买，自以为分配买的策略就是高手了！下跌再买咯！估计评价都还在Rm10以上。

现在的股价，可以让你不想看它，不想卖它。
就算它一年内涨60%， Rm8你也会不想亏损卖咯！

所以卖压也是看距离的！嘻嘻。

almost reaching attractive price. hopefully it will fall a bit more. petron has both upstream and downstream business. the downstream business was acquired from ExxonMobil back in 2012. recently, Exxon Mobil announced corporate divestment plan which includes selling it's Malaysia assets; mainly upstream which has e&p contracts with petroliam national berhad.

it is attractive from that perspective, nick chung. was hoping to get a bit higher margins of safety. if I can't get on board per initial plan, will revisit the plan after QR next month. still thinking the impact of the incident. any idea?

Quinn, petron and hengyuan is not exactly the same. Petron can be considered as integrated company (upstream and downstream) while hengyuan is considered as independent refiners. long term wise, imo - petron is better but short term, hengyuan is better. short term as in following it's cyclical move in refining margins. when the margins starts improving, that's the time to get on board hengyuan. Just my opinions, could be wrong.

Goh, I very superficial one, I just compared both I think Heng yuan more undervalue.. Cos both FA not look nice, but price reflect their FA too, can collect while no ppl talk about it? I'm newbie, follow Nick better... Hehe Nick good

Wang JX, probably by next quarter. rationale behind is that crude oil price avg in q4 last year is approx 56 and currently is at the same range based on the crude oil price trends. on the other hand, tapis cracking and hydroskimming margins trends is picking up. as of q3'19, the margins is still lower compared to q3'18, however, the margins now is higher compared to q4'18.

official tapis cracking refining margins for Oct is out and highest this year. looking good. next to watch will be the opec, opec+ decision on production cuts with Iraq oil minister hinting cut in play. China mfg PMI data expanded first time since Apr, this could be a sign that slow down is bottoming out. congrats to all shareholders and let's continue to monitor the refining margins and external headwinds.

Lol, David. Just Petron and Hibiscus. hoping to add hibiscus more if opportunity arises. switched from waseong to these two. these two are integrated/upstream o&g sector where else waseong was service providers to upstream/integrated o&g players. from it's recent low price for petron and the fact that it's integrated, it's more stable but price volatility can be high bcos it has less than 300M shares.