Posted by John Lu > 2017-08-10 02:35 | Report Abuse

Brilliant!! I dont have Petronm but I sialang in HYC!!

Petronm up, HYC also follow

Posted by UncleMau > 2017-08-10 05:06 | Report Abuse

Thank you David again for this well thought write up and it makes great sense ! Will sailang all.......

Posted by UncleMau > 2017-08-10 05:08 | Report Abuse

Probability, what do you think and anything you would like to add or highlight here ?

Posted by swiftwind > 2017-08-10 07:07 | Report Abuse

Thank you David for your calculations. My estimate wasn't accurate previously as I did not account for the retail sector..shall refer to your calculations and tune for future reference.

Posted by soojinhou > 2017-08-10 07:39 | Report Abuse

Appreciate the hard work, but how come petron Phillipines shut down half a quarter but sales volume still can maintain?

Posted by Flintstones > 2017-08-10 08:12 | Report Abuse

Plant closure is a one off event. Just imagine the state of petronm after 6-12 months. Investors need to hv more patience

Posted by Alex Foo > 2017-08-10 08:27 | Report Abuse

robust....huat ar~

Posted by Carson Teor > 2017-08-10 08:31 | Report Abuse

David great write-up

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

thank you for your hard work and deep analysis !!

Posted by paperplane > 2017-08-10 08:51 | Report Abuse

nice one

Posted by yfchin66 > 2017-08-10 08:56 | Report Abuse

Thank you, David

Posted by Dragonpick > 2017-08-10 09:10 | Report Abuse

Tqvm david.

Worst case oledi so good earning !

Can't imagine the actual result leh

Posted by Good_stock > 2017-08-10 09:18 | Report Abuse

Thanks Davidlim

Posted by charles_cty > 2017-08-10 09:28 | Report Abuse

Thank you, David

Posted by stocknanmy > 2017-08-10 09:50 | Report Abuse

Itu dia david. Ramai analysts pun tak pandai buat analysisa macam you.

Ribuan terima kasih.

Posted by yktay1 > 2017-08-10 09:55 | Report Abuse

Thanks David, sold my house and pants already, waiting for money to transfer then will sialang

Posted by Newmaster > 2017-08-10 10:05 | Report Abuse

Thanks david, is the mandarin version also on the way out ? Guess will reach more valued investors if chinese next version is written.

Posted by kencch > 2017-08-10 10:15 | Report Abuse

Appreciate your hard work David. Keep it on

Posted by yktay1 > 2017-08-10 10:46 | Report Abuse

keep going down..now my pants also no more

Posted by Dragon88 > 2017-08-10 11:10 | Report Abuse

Not a Petronm or HRC investor, but enjoyed reading you articles. Well written article backed with facts and good reasoning.

Keep up the good work David!!!

Posted by probability > 2017-08-10 13:34 | Report Abuse

good analysis, the inventory loss will result as gain in Q3

Posted by Imposterranger > 2017-08-10 13:34 | Report Abuse

David, good work. Thanks

Anyway, where are you now ?

Posted by ajim102 > 2017-08-10 15:32 | Report Abuse

keep up the good work!

Posted by talkyourkok > 2017-08-10 15:39 | Report Abuse

Game over already. Theme play for oil refining finish already. Don't talk about petron cock any more.

Posted by supersaiyan3 > 2017-08-10 15:55 | Report Abuse

Thanks for the hard work. I am in Petron for the long term, because I think it's leaner operation will do well in weak economy, in addition to its integrated operation.

Posted by pputeh > 2017-08-10 21:03 | Report Abuse

Thanks David for your write up. Sure appreciate yr hard work. Will watch Petronm to buy a few lots for long haul. Already into HRC 2 months ago. Keeping for long haul too

Posted by Lee Chee Hoe > 2017-08-11 11:10 | Report Abuse

this week a bad market sentiment but buy at weaknesses today

Posted by yktay1 > 2017-08-11 11:12 | Report Abuse

Thanks David, just lost my pants

Posted by paperplane > 2017-08-11 11:22 | Report Abuse

pants only? not underwear? hehe

Posted by yktay1 > 2017-08-11 11:33 | Report Abuse

dont wear underwear

Posted by tecpower > 2017-08-12 23:54 | Report Abuse

The below article is very good to read..

Wall Street Is Beginning to Take Note of Escalating Tensions With North Korea
http://www.nbcnews.com/business/markets/why-stock-market-taking-trump-kim-war-words-its-stride-n791551