P Y

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Joined Mar 2021

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P Y commented on HENGYUAN.
https://www.cnbc.com/2026/10/06/diesel-oil-refinery-price-capacity-demand.html

Goldman forecasts global diesel and jet-fuel crack spreads — the premium refined products command over crude — will average above $40 per barrel in 2027, more than twice their usual level of around $20.
2 days · translate
P Y replied to comment on HENGYUAN.
minimum 10c in Q3
4 days · translate
P Y replied to comment on HENGYUAN.
I expect the Rm1 div at end of FY
4 days · translate
P Y replied to comment on HENGYUAN.
This MBB report is very detail and has information that was not known to the public before
1 week · translate
P Y commented on HENGYUAN.
https://lnkd.in/p/gHAagAEN

The MBB report is in the LinkedIn page of HengYuan. You can click on the link above.
1 week · translate
P Y commented on HENGYUAN.
Just FYI, Maybank released a research report on HengYuan on Thursday 17 Sept if not mistaken. Then the following Monday HY hit limit up.
1 week · translate
P Y replied to comment on HENGYUAN.
Wait for the next QR in end Nov. it should be more than last QR as the crack spread is higher in Q3 vs Q2.
1 week · translate
P Y commented on HENGYUAN.
I suspect those that sold yesterday will regret it soon
1 week · translate
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