valuegrowth

繼續吹。
你的眼睛業障也太重了吧，亞航今年前4個月加了4輛飛機假的？這也叫停止擴張？
加了以下的飛機
9M-AGC, HS-BBZ, HS-CBA, VT-SRX
這還沒算跟IAAX租了兩輛雙邊載量的A330。這等於8輛的。
繼續吹！

2017-05-12 13:58

Lim Yan Kai

he is so stupid airasia will fly until 4.00 now is undervalued still

2017-05-12 14:09

tranquilfinny

Haha he is comparing Lenovo (solar world) to Samsung (Airasia) lo how dare him. His analysis purely focus on debt without evaluating the potential growth of Airasia

2017-05-12 14:20

pussycats

AA generate lots of cash lah. period

2017-05-12 14:41

supersaiyan3

亞航的net income一年比一年多，你拿這來比，居心不良，惡毒之極！

亞航的現金越來越多，負債比越來越低，拿來跟這種破產公司比，簡直是侮辱斯文。

你的立論根本完全沒有基礎，你想說什麼？凡是擴展都不好？敗類

2017-05-12 14:51

Jordan168

his thought process is inconceivable :)

2017-05-12 14:57

ysy99999

since last year he also comment like that.. but AA still earning the money and expanded their assets..if trust him we all died oledy.. maybe he is spider..

2017-05-12 14:57

Bruce88

tak' boleh pakai !

2017-05-12 15:09

LGMGL

朱冠华@阿第师父， 徒弟我有一事不明。
为什么非要拿 airasia 对比 SolarWorld？
为什么不要拿 tekseng 对比 SolarWorld?

当年亚航 90仙 的时候你这个荷兰师父开始痛恨亚航， 直到现在亚航股价翻了数倍 来到 3.50 你还是坚定不移 的继续看衰亚航。。。

2017-05-12 16:09

Yet Lian

市场上看衰 Airasia 原本就不少。看它 PE 那么低，少于6， 还不到8，就不难看出蛮多人看不起 airasia

2017-05-12 16:27

Adi_Investor

Airasia， P/E ４.７倍

singapore airlines， P/E １７.５倍

American Airlines Group， P/E １０.０倍

Southwest Airlines， P/E １７.４倍

China Southern Airlinea， P/E ２０.５倍

Japan Airlines， P/E ７.５倍

Saudi Airlines Catering， P/E １３.６倍

2017-05-12 16:31

Adi_Investor

價值陷阱

2017-05-12 16:32

batu88

不要爱上股票，但也不要痛恨。 打开心房，该放下就放下吧，施主。

2017-05-12 16:32

sherlock

实在看不下去，厚脸皮也该有底线。

2017-05-12 16:32

LGMGL

我猜 朱冠华 在亚航跌到 90仙 的时候 烧到手， 所以从此痛恨亚航。

2017-05-12 16:47

sherlock

听过瞎子摸象的故事？
摸到头说大象是圆的，摸到身体说大象是一整片的，摸到尾巴说大象是长的。
朱先生，别再到处炫耀你的无知了，你根本不懂投资。

2017-05-12 16:49

Adi_Investor

請自行去看AIRASIA年報,關於投資的部分。
出現過去沒有的現象！
１）出售資產規模比過去大
２）投資金額大幅度縮水

2017-05-12 17:24

Icon8888

If Airasia invest a lot, Adi will criticize

If Airasia invest less (according to Adi), he also criticise

欲加之罪， 何患无辞

2017-05-12 17:59

YellowSubmarine

Cheap oil is disadvantageous to solar power manufacturer.

Cheap oil is beneficial to airlines.

So yeah... U r comparing apple with durian.

To be frank, AA accounting book is too complicated to layman like me; for me it is very simple, it doesn't matter AA lease or sell or transfer airplanes, AA can do whatever it could to make it financially look good. AA core advantage is to run profitable flight and able to raise revenue per pessanger (or per flight or per distance).

2017-05-12 18:34

Adi_Investor

oil Cheap IS NO RIGHT TIME INVEST AIRLINE COMPANY

2017-05-12 18:47

notebook

阿弟最喜歡跳針
阿弟最喜歡雞排比覽趴
投資甚麼都沒有前途
全部財產給阿弟最安全

2017-05-12 19:13

sherlock

哈哈，那么投资额比之前少就是公司有问题？出售资产规模比过去大就是有问题？
知道什么叫生意吗？生意，是明年的投资永远比今年多才叫好吗？
生意，是卖资产就叫不好吗？
那请问你能不能去找一家成立以来每年都增加投资，也从来没有脱售过资产的公司来看看呢？
人家批评你，骂你，不是因为你一直写衰亚航，而是因为你的论述根本不专业，行家(i3有很多真正的行家）一看就知你没料到。
为什么？
因为，你永远是用死逻辑来看活生意，还以为自己说的都是真理。

2017-05-12 19:24

isano

可能自己都不懂自己寫什麼東東.

2017-05-12 19:43

LGMGL

这段实在是写得太好了。。。。

"...人家批评你，骂你，不是因为你一直写衰亚航，而是因为你的论述根本不专业，行家(i3有很多真正的行家）一看就知你没料到。.."

2017-05-12 21:45

LGMGL

请问这个是什么逻辑？ 低油价对航空业不好咩？ 匪夷所思。。。。
Adi_Investor ： oil Cheap IS NO RIGHT TIME INVEST AIRLINE COMPANY

2017-05-12 21:46

Policy

Low oil price will hit the solar co. Solar is the alternate energy for oil. Good example is tekseng which cut the production for solar last yr.
Airasia will enjoy the benefit from low oil price to build up their balance sheet

2017-05-13 14:35

Policy

Foresee the low oil price will stable in the next few yrs, it provide the edge for air industry players.
A lot of co also have a terrible performance before, now become a darling of investors, such good example is Hevea.

2017-05-13 14:43

2ez4airasia

看了笑到哭眼泪, ABC bankrupt also can link to AirAsia.

Bro, AirAsia is unlocking its value now.

Open your eyes, embrace AirAsia of RM5 this year.

2017-05-17 01:16