Steve Cheah

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Joined Mar 2017

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Steve Cheah replied to comment on HENGYUAN.
目前冲突不仅打击了原油运输，也同时可能影响 燃油与柴油物流供应：

霍尔木兹海峡是全球能源运输关键通道之一
供应中断风险传导到成品油与航空/海运燃料需求

这种情况可能造成 成品油价格上升快于原油（尤其是柴油）：

? 如果成品油涨幅更大
→ Crack Spread 扩大（炼油利润上升）
3 hours · translate
Steve Cheah replied to comment on HENGYUAN.
gogogo....tomorrow still got wayang
10 hours · translate
Steve Cheah replied to comment on HENGYUAN.
如果明天开太高, 倒可以看看 Petronm
6 days · translate
Steve Cheah replied to comment on HENGYUAN.
Eps 13.55 已经加入 1 倍的 right shares 了, 如果不算 right shares 是 eps 27.1 非常强劲!
6 days · translate
Steve Cheah replied to comment on HENGYUAN.
Crack Spead in Q4 average not bad, better than Q3
6 days · translate
Steve Cheah replied to comment on HENGYUAN.
Sold all before QR, good Profits...
6 days · translate
Steve Cheah commented on GENM.
Mr.Lim 说: 顺我者慢慢亡, 逆我者直接亡。。。玩晒. 哈哈哈
2 months · translate
Steve Cheah commented on F&N.
非常期待2月份的业绩, upstream to downstream 看会把 margin 带到多高
3 months · translate
Steve Cheah replied to comment on D&O.
Oversold maybe is opportunity, impairment only, most of the company also do.
3 months · translate
Steve Cheah replied to comment on KOSSAN.
Harta 已经变仙股了, will Kossan follow?
3 months · translate
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