Posted by Flintstones > 2017-08-12 18:11 | Report Abuse

In b4 FutureEyes (anonymous) come in and comment PetronM quarterly earnings will drop next quarter

Posted by Imposterranger > 2017-08-12 18:33 | Report Abuse

David, another good piece of hard work again ! Keep it up and pls do come out with mandarin version for your article 5 as most value investors who are long term holders are Chinese educated.

Posted by 8wpwtmt8 > 2017-08-12 19:04 | Report Abuse

I am afraid with the uncertainties of a war between USA and North Korea, any counter (including these with good fundamentals) will also crash. A global crash for a long period of time.

Posted by Imposterranger > 2017-08-12 19:30 | Report Abuse

Buy more if go low with all my money.

After all, money also will worth nothing when war come !

Posted by shortinvestor77 > 2017-08-12 21:42 | Report Abuse

Buy as you wish. Sell as you wish. Do nothing as you wish too.

Posted by shortinvestor77 > 2017-08-12 21:42 | Report Abuse

Just don't be regret.

Posted by njue76 > 2017-08-12 21:57 | Report Abuse

Tq bro.. Good analysis... Petron up.. Hengyuan follow...

Posted by supersaiyan3 > 2017-08-12 22:15 | Report Abuse

As I mentioned before, I like Petron's leaner operation. Shell and Petronas too many staffs and too much inventory. In the longer term, Petron will earn more.

I told my Hengyuan portion and concentrate on Petron. Will buy more if Najib gives back my money.....

Posted by Lee Chee Hoe > 2017-08-13 10:16 | Report Abuse

I am accumulating in Peyton CD as well

Posted by swiftwind > 2017-08-13 10:40 | Report Abuse

Thank you for sharing David.

I checked on the term loan. It seems you are right. I shall remove that from the other blog post.

Posted by davidtslim > 2017-08-13 18:00 | Report Abuse

Swiftwind: U hv confused others with your loan repayment may affect hengyuan profit. Luckily now u go to check and removed ur wrong comments. Logically, hengyuan should hv some forex gain from this US loan due to RM appreciation.