HENGYUAN (4324) 恒源炼油 - HENGYUAN 4324 恆源 RM 9.23 投资:


--恆源4324 近期低至RM8.24 ,只要过Rm10.00就算是20%的回升了,开始平穩的走势,
--估计2018财政年eps=RM2.40 ,PE=6 ,股价=RM14.40
(参考了历史):
2017财政年eps=rm3.03 ,pe=6,股价=rm18
--公司于31-12-2017现金有rm4.92亿 ,库存价值rm11.1亿,
借款为rm12.05亿
纯属分享,不建议買卖。
http://hrc.com.my/

http://klse.i3investor.com/servlets/stk/4324.jsp
网友分享:

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...!!
09/03/2018 16:44
stockraider8 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...!!"







http://kongsenger.blogspot.my/2018/03/hengyuan-4324-rm-923.html