Looking at TF ( AA / AAX ) he has big plans. something cooking ?

AAX China proposal???

TF has built up AA from scratch. look at MAS or whatever names with app >50 Billion pump in over the last 15 years. Call it bail out , re-branding, assets leasings or whatever resturucturing. the bottom line is tax payers money used to finance and bail out MAS.

without taking any credit from TF and KM . they compete and built the AA brand on their own. True blue businessmen will be passionate over their business. Let TF do his job and promote AA. without AA do you think everybody can fly.


i am not working for AA or AAX but i believed TF and his partners are ready to take AA to a higher level (if he is given support by the government ). GLI-c they need to come down from their ivory tower and be real. GLI-c ( maybe with the exception of KWSP ) most of them mediocre run.

CEO come and go in the GLi-c. without taking any responsibilities. clear example is the ongoing saga 1MDB

i like your wordings. sitting down on the floor peeling onions. Vincent Tan ( according to his old interviews ) before he acquire the M'donald rights franchise. He say - he did scrub the floors and clean tables. How true ! i wont know

Vincent Tan is the driving force behind BC. whether you like him or dislike him ( the way he shuffed his assets play ). credit must be given to his business skills. he hit some and he lose some (at the shareholder expense ) out of 5 business plays . as long as 1 hit the gold mine ( he feels overall he hits home ) maybe now his son Robin helming BC has other ideas ???

Jul 27 same as payment date ( need to cross check with your CDS Account )

come across this article. stocks and FCPo are different ball game. in commodities there is no bottom ( if market is bearish ) whatever charts will no do you anything good. sentiment and speculative selling ( momentum) will overwhelm the do call support level. stock prices have thier own intrinsic value or support. this is my personal take on the above subject. chart is good when the market is range bound not in times of uncertainties or bluish undertone. stock picking also relies on timing and market news.

AWC is the new pin up for mainteance government facilities & buildings structure. thier (AWC) underground sewage job in Singapore is a good reference

this is something very subjective ??? looking at Baring bros , lehman Bros or Citibank shares. be a contratrian you will be clean up 2 out of 3 times (except for Citibank provided you have deep pockets like Temasek or Buffett). there is another rule never catch a falling knife . this is my personal take on the subject. happy trading and have a nice raya break

1/2 day trading . dont expect much activitiy

this is a good write up on tune but this counter has disappointed many due to its lack lustre dis[play. solid fundamentals but need something to kick start the price. maybe mergers or tie up to make it into a big brand name.

for clarity needs to look at their next qtr result. cash flow /inventories/production against cost of sales.

1.5 sen per share

Dali posting was last year before Bornoil rights split.

the Brexit fall out has push spot gold prices higher. what we have here is mining rights and the amount of gold recover must be sufficient to offset your mining costs ( same as tin mines ).ths is something you need to know and aware how their cost of production is factor in. the accounting treatment may be different from plantation (biological assets )

gold mining is under the State jurusdiction. They don't owned the land but have mining permit issue by the State ( just like bauxite ). Gold mining is quite hazardous. Pahang ( Raub area ) is supposed rich in deposit. the amount of gold recover is subject to Mining rights & payment of cess etc tax to the State coffers )

alot of funds window dressing. mid year closing (index link stocks eg. blue chips and mid caps )

same as proton perdana. rebadged old Honda model but claim fine tune by Proton

based on AWC chart the next resistance at 85

correction asdf. even dogs has pride

he was promoting and hardsell on CPO stocks. CPO prices going higher and higher ( just 1 month back )

pick up whatever AWC prior to the vote (June 23) Thursday afternoon was bad ( when leave was on the roll ) Friday ( No panic ) . Mon -Wed ( T3 ) at least now AWC started to climb back prior to Brexit vote

the drop in the value of the British pound has hurt those countries holding the pounds as their country reserve. China's yuan has officially included in the IMF SDR ( Special drawing rights ) . Possibilities other countries may diversify part of the currencies reserve into China's yuan. the Yuan may strenghten in the coming monhs. China monetary reserve has always remains a mystery ??? they are the biggest holder of USD etc

yes. agreed with investor

Brexit effects. punters & players cautious stand

Brexit effects. everybody cautious

food for thought. PBOC ( China) provide stand by credit today 170 Billion Yuan today. BOE (England) prepare for contigency 250 Billion Pound contigency . global Central Banks flooding the market with cheap funds

it's sentiment across the globe. people fear uncertainities

4.09 to a dollar with Leave vote (51% ) v 49% Stay

now 4.07 to a dollar

China avaition pushing out their own boeing engines. This is something interesting coming fom China to challenge the dominant position of the West

TF fighting for his banding rights . KLIA2 depends 95%-98% on AA group. AA has set up their HQ at Jakatra, associates co's at Thailand, Vietnam, India and CHina. He is no push over compared to the moribound ( MAS ) without any flight direction

AWC awarded mainteance contract 5-10year with state and federal government . same as toll roads agreement. slow but solid revenue. comcorp is different kettle ( boiling hot and cold )

what TF says make business sense. MAHB officials are sitting on their ivory tower they dont know how tough is doing business ( cause whether MAHB perform or not they still get the perks )

nothing is cast in stone. we need to adapt, adopt and change with this fast pace scenario. in the past , warren Buffee style of buy and hold strategy might work for Buffee but not necesarry for you and me. Unless your investing horizon strech more than 10 years. Theme play, future earnings, value rich or turn around stories each one has their own strenghts

MAHB must be blind to their own fault. KLIA2 is full of issues from day 1 until now * sinking ground due to soils conditions, flooded run way etc *) check out the toilets too. shit

KLIA2 is terrible on the legs . totally not user friendly. MAHB thinking more on shops rather on air travellers

what we think , what the board do and what Mr Market feel is three different things. Mr Market is illogocial and acts at its own whim and fancy. Moody and unpredictable. Today is a holiday just keep watch on Wall Street and FTSE.

other factors also trigger selling. PH toady and uncertainities Brexit (JUne 23 ) dampened any trigger happy buying

majority of the counters you have selected is not blue chip or growth stocks. dividend paying maybe apllies to only 4-5 counters. maybe (just a suggestion ) split your selection into 2 categories. long term holding ( capital cum dividend) and trading stocks without taking into dividend yield (eg growth stock or theme play.) just my 2 cents worth

Brexit = uncertainities + fear . wait for 23 june yes or no vote

Dato Thong seasoned stockbroker and a shrew businessmen. 2015 only 1 cent dividend. coming June is their year end closing. possibility of playing up ( one round ). company value rich but track record of rewarding shareholders ???

bar chart not so positive trending sideways

victory99. the good news ( new awards ) most likely be forthcoming only after the Raya break. customary for most state (DG) on leave at this time of the year.

if you and i on the same side of the story. this time AWC will be given mainteance rights again for new infra structure sites.

Hope more good news forthcoming.happy trading

people are playing safe. nobody like uncertainities

Yes.

i believed there is one critical point missing from the discussion. Tun Dr Mahathir and Kit Siang (both are associated with UMNO and DAP) rather than Amanah( the off short of PAS ). People tend to get confuse and uncertain where they stand. Pakatan could have done much better ( in hindsight ) they bring in reknown NGO personalities like ( Marina Mahathir ) instead of flogging the old horses. Amanah ( Mat Sabu ) ceramah saying Hudud is good also lost a bit of votes from the non muslim voters. Two words " wrong strategy and wrong candidate "

politics are hard to fathom. what's right need not necessary translate into support. In our multi racial society. race and religion will always use to garner support from the voting public.

the urban, semi rural or rural seats are different. bread and butter, food on the table overrides the big issues. can we blame them ??? We hope and pray that the country can have sensible leaders and thinkers who can map out the future of the nation.

from the pipeline . Ah jib gor may consolidate his hold by calling snap elections (GE 14)in November. This is to kill off any more attempts for the next 5 years. timing is good. 2/3 may be possible with Selangor as the prize catch. After Raya things will finalised after UMNO annual assembly

Mr Ongmali. good for you . nonetheless i am not in a position to say you are right or wrong. market come and go. what's important keep the bearing right. bull market go for the maximum. bear market go slow. sideway cherry picking ( if its available ) cheers