HSR link cut across ( FGV estates ) potential better & higher land valuation in years to come

Market sell-down ( bad for everybody ) GLic ( Value cap, KWSP, KWAP, Tab Haji ) also hit . not in their interest to see a market down turn. year end need to declare dividends etc

I will rate AA as a gem among corporate Malaysia

fed reserve meeting { janet yellen} is cautious of the uncertainties. rates will not raised in this quarter. more likely after U.S. elections.

selling subside

sell down by syndicate ( anti ah jib gor) put a spanner in FGV

panic selling

put your trust in FGV ( new CEO) Zakaria will turn around FGV. company too big (important) for them to fail. $4.50 (IPO price) drop to $1.50 . after listing. Year end target >$2.80 ( KPI /KRA) with high CPO prices and costs reduction. not impossible to hit target

presurre should eased and bottom out by today ( T3/T4) after last week rise

AAX result fall short of expectations

DRB (Proton ) pesona model launch received lukewarm response

FGV year on year (Q - Q basis). should be better.

jjchun and jjchan . never notice the spelling

if AAx target price is 60 ? ( then 47-50 ) margin still 20% -25% upside potential.Depends whether you are contra or long term player ?

chart wise. not overbought (MACD) still trending positive

fgv is tweaking the land cost between settlers, koperasi, Felda etc. the fixed premium will be review adjusted based on certain conditions

lock in half today at 47 balance will hold till result is out. longbterm play for Aax

GE is part of the deal. Fgv mainly positive due to turnaround coo prices and the cancellation of the so called overpriced deals. not forgetting Zakaria ( ceo) is a downstream guy with experience and no nonsense approach. this I believed is the blue ocean stragey for FGV reratings. just my personal opinion

timing is subjective ??? but before opposition new party (pribumi) formalised. sept budget goodies followed by us elections. most likely dates around 1st qtr 2017

good write up today but price still moribound

not feasible at this point of time to convert. ride on the uptrend

coming Qtr result is good. just how much is the upside ? IB upgrade AA from $ 3.50 to $ 4.60 ( even with 10% variation ) TP will be > $ 4.00. AAX turnaround plans bearing fruits. this coming qtr will be their 3 straight profitable qtrs against last round losses.

AAX was sold down and hit by their kitchen sinking losses. the turnaround in profit and passenger volumme. give or take > 60 . This is stricitly my personal view on AAx

wow ! what a good upgrade $3.50 to >$ 4.50

this is only the beginning. must be patient (FGV) long suffering shareholders

IB is not dumb. they will place their buying orders with 1-2 trusted brokers ( Block trades ). news will not filter out . place blocks at 48 ( now at 50 ) slowly price will move up before piranha comes in or Qtr result is released whichever come first

Big block at 48 morning Q

US Fed will not raise their rates till a new President is elected. Trump already mentioned Janet Yellan will be replaced if he is elected. US now going thru a lame duck period.

TF floating the idea of JV (60 :40) with a Chinese partner for AA or AAx for their China-LCC Operations. If materialized AA or AAX is tapping into the huge chinese domestic segment

TF is an extraordinary businessman. He is a good at figs. feel good doing publicity with IB and FF on AA and AAx turnaround story ( back by figs and statistics )

AA is a good counter. everybody in this forum has benefited from the price uptrend. $ 1.40 - # 3.10 . No other counters whether you hold or buy/sell give this spectacular rally. there is more upside if they spin off AAC

in thailand - tigerboy never use condom

AAX suffer 6 qtr of losses in 2014/2015. the main reason for the sharp drop in AAX price . take away the right issue which booast AAX bottom line. the average cost is still hold at bewteen 80-90.

now we have seen the 2 qtrs of big profit turnaround. coming next 2-3 qtrs should be positive too. price is still stuck at 46 price range (whereas AA ) has recover to 3.00 mark

give or take (AAX if perform to expectations ) should hold at 60 or higher. FF is also eyeing AAX after AA spectacular price turnaround ( from 1.40 - 3.00)

AAX has expanded & increased their frequency between Australia and this part of Asia. Australia is a favorite destinations for Asians holiday makers and students ( and likewise Autralians prefer Asian destinations compared to Europe ) currency plays a big part.

Inaddition, the downsizing of MAS has open up lucrative routes for AA and AAX apart from the normal Gold coast, Sydney, Melbourne or Perth routes. This will be positive for the coming next 3-4 quaters. The 2 Qtr ( traditionally) is the weakest. but the last 2 qtr result has showed far more upside . The beginning of AAX turn around has now gather momentum ( steam roling ahead) after hit in 2014/2015

IB removes the big block. now the market will digest and BB will push AAX . you look at the trades this morning ( compared the trades last 3 days ) you will see the differences. Cheers

May - till now AAX stuck at 38 - 40 price range. contra buyers TKO by this moribound range. AAx all the while side line by AA price. Looks like AA stable at 3.00 level. time to play up AAX . this is my personal take on AAx

nothing wrong locking in profit and subsequently re-enter . part and parcel of trading . of course . cost wise no savings ( buy -sell and buy in again ) the bottom line cost is secondary but profit is paramount

FF coming back on Malaysian equities. Ringgit strenghten. FF targets big cap counters and turn around story, AA and AAx cheapest Airline stocks ( dollar basis )

cannot enjoy cigar (too strong for a non smoker ) but this AAx saga real interesting. BB blocks mother shares ( pending Qtr result ) IB very queit this round. NO reviews or updates for the past 1 month . believed something is cooking. Keep my finger crossed. Mr Market news is positive for AAX and share price.

positive news for plantation counters - CPO price on the uptrend

war of attrition between BB and mr market

solar (RE) companies ? how sustainable is still questionable in a long run. many new innovations are coming in. what's new today may not be feasible in the future. look at [palm bio-diesel. China and Europe all looking at EEV vechiles. nobody is looking at palm bio-diesel cars. this is just my personal opinion

expect profit taking. short term players may be tempted to lock in (cash out ) position. FGV price move up from $ 1.82/1.85 level to current price $ 2.12/2.13. Cash CPO move up $ 2,500 to current $2,700

expect profit taking. short term players may be tempted to lock in (cash out ) position. FGV price move up from $ 1.82/1.85 level to current price $ 2.12/2.13. Cash CPO move up $ 2,500 to current $2,700

the problem (here) we can cancell the Q ( buy/sales) without any penalty. In Singapore , you need to incurr adminstrative charges

cepat wawasan is a small sabah based company. in the limelight ( 2 or 3 years back)when they sold off certain parcels of land (Sandakan area ) in a related party transaction. after that fell back in a sleeping mode. need to check back ( 2 years are history ) anybody reading can enlighten ?

QR result will see (finally) AAX turm around story. not a flash in the pan

at jib gor vs 3m ( mahathir, musa & muhyiddin ) fgv is ah jib gor baby

whether cash or margin the pressure is there if the counter is not performing. big or small you still need to look at your cash flow ( even after picking up the lots )

GE is coming. BN killing off opposition and the newly formed pribumi ( muhyiddin led). opposition in tatters. pas already playing thier splinter roles Najib has everything going now is the best time to call for GE

you missed some but you also hit home. just be comfortable with your own style of investing ( maybe hold on a bit longer for certain categories ). Try to balance between trading, dividend and capital gains. just my personal take. good luck