Posted by KLCI King > 2019-01-28 22:16 | Report Abuse

Why no one come here to shit value investing here? Thought there are lots of people talk very loud & bad on value investing?

Posted by KLCI King > 2019-01-28 22:17 | Report Abuse

I once saw an IDIOT said Cold Eyes doesn’t know shale oil, haha, laugh die me

Posted by arronng > 2019-01-29 11:56 | Report Abuse

I thank and respect the author intention of sharing knowledge.

In contrary to his view, first, when wti/brent oil experience a bull run in 2018, the local o&g companies did not reflect its value. Some might said we need time, but i highly doubt their CEOs ability(ies), if any.
Second, IEA, Global data or even Baker Hughes data is only for reference, most of the time the movement of wti/brent is divergence with this data.
Third, in the simultaneously tightening credit market and increasing interest rate world, these incompetency companies are at a higher risks for default bonds and interest payment. PNB, EPF and governments should not support them for our country better future!