have some counters for holding (long haul), some for trading ( flip or whatever).

FGV has a complicated link with the Government and the settlers. FGV need to pay Koperasi Felda for the rights of their land ( every year > 240 Million ) as part of the business arrangement. This is tough for any business ( where you need to balance the social needs and your company bottom line )

Me too . holding AA for long haul

it's matter how people look at AA. some go for long haul prepare to hold.

rate high is more or less coming. most fathom 2 rate high this year ( initially forecast 3-4 hikes ) . FH of the year saw 0.25 + up by Fed Reserve. With NOvember elections coming round. Janet Yellen will caught between rock & a stone. Trump (GOP) says he will replace Janet. Any hikes might hurt US economy. US Fed Reserve bank has been harping on the rates for the last 1-2 years. Every body is tired off their rhetoric

Federal Reserve Meeting policy date - 14 & 15 June

coming tues ( 7th June ) what's AA price will be ? i need a magic crystal ball ( can i borrow one from secrecy. ) to know market closing on ALL the counters. Happy trading

need to know how 2.2 is derived ???

wellington was a net seller NOT because of AA business. Wellington trim down their Asian equities. Europe is uncertain with Brexit ( Britain vote on 23 June ) Possibilities with MSCI revising the weightage on China shares. Wellington is slowly chewing back asian equities

looking at the past price trends. somebody ? is slowly accumulating and bang the volume goes up. after that price will go sideway 1-2 days. bang higher again. something is brewing. this is just my guess

Without any prejudice warrants need mother share to move higher. if not warrant price is not justified. this is my personal view

Agreed. Based on news report. TF/KM need to add value to AAx. Lim Kian Oon redesignated as director on AAx board. Lim is the fouder of ECM Libra. This guy is well versed with IB banking and shares trading.

2.80 is the IB Tp

Datuk Zakaria is a bettter man running FGV . He will take care of the settlers compared to the rest of high corporate men ( just buy & buy over price plantations ). This is just my personal view

any dividend is good news for AAX !

fundamental or money wise tells you stay away from this counter

one more thing . Trump says he will replace Janet yellen if he wins the election

FF looks things at a different angle. if we invest AA at MYR2.30 or USD 55.825 cents ( 4.12 to a dollar ) 6 months down the road. Ringgit strenghten back to 3.90 to a dollar. AA trading at 2.80 or 71.795 cents .

FF makes a killing on capital gain and currency. This is just an assumption that the USD will weaken back to a more realist level after the November Presidential elections. Whether Trump or Clinton wins ( yet to be seen ) cheers

meru land value has increased. based on their balanced sheet numbers. revaluations of their existing factory land is possible. located near a community colledge ( commercial upgrade from industrial zoning). room for
more upside with the shares split and free warrants

quite true AA and AAX has built their branding. everybody can flys tag. Chinese tourist , Thais, Indonesians and Indians now plan their holidays thru budget airlines. Gen X & Y ( big markets for leisure holiday ) AA and AAx is an icon whether we like it or not ( outpace even SIA )

if you put in 1 billion into the company. you must know something you and me are now aware. sometimes businessmen look at things differently. they look at the business 1 year from now how things will work out. they dont look at the share price. what's important is the business .

from the words ( KM) look like they apportion some of the profits in this qtr into the next qtr . this in accounting term stagger the impact and even out any fluctuations

this counter needs some IB promotions. sitting at value rich land valuations at meru, klang ( next to community colledge) long time never revalue. NTA > 3.00

Volume just play up (out of the blue ) something is cooking. could be their piece of land at Meru. next to community colledge centre or land revaluation

Yes. just hold AA afterall entrance price is low.

market sentiment down. AAx also down . just hold and wait for better days. afterall 1 day down next day up is common. borrow the slang 1-2 cha cha. (technical chart ) ha- ha- have a good day

smart money bets on business turnaround plan and not on short term (contra ) play. imagine if the people have the patient to hold AA at 1.40 till now. lauging all the way to the bank.

forcasting the winner(s) is tough. you need a magic crystal ball (to predict the future ). What we do is to try to spot & pick winners based on the prevailing market sentiment. Telling us the biggest winners or losers ??? i want to know what's the next big counter (coming ) moving. cheers

Yes. contra play T+3 or 4 is a factor.

good write up on AAX. Turnaround plan with Thai AAx hitching a ride China/Thailand routes. AAX -Australia traffic should be better. only hiccup is with Indonesia AAx. smart money(funds) going for midterm positive plays on all sectors

Bonus share also credited into CDS account

approved by Bursa share split and free warrant . announcement yesterday

keep our finger cross. Mr BB coming in for AAx

the change of Tune CEO ( Cho Namjick) has somewhat affected the share price. Cho Namjick new replacement is far more important ( this is what i feel ) CEO come and go but the business model must be strong and viable. Tune insurance is a solid business. 5 cents dividend is reasonable compared to other > 1 dolar counter

not overbought but people sell on news (buy on rumors etc.)

turnaround story with 100% jet fuel hedge at USD 54 per barrel ( 2016). Expect more upside

2qtr result within expectations but people sell on news ( normal ). price wise down but hopefully will stablise in the next hour or so.

Lulu La tks for the AAX and AA hedging (Jet fuel )ratio

mango 2. agreed on your reasoning but i beg to differ on one point. Singaporeans think (think ) they are the best and brightest. If you look at Temasek how they screw big (lost big) on Citibank and other US investments. Its shows you need to be street smart and NOT rely on what your phd professor taught you.

Steve (Apple) drop out of colledge, Jack Ma was turned down by KFC (US ) , Microsoft ( Bill Gates & Paul allen ) all drop out U, Facebook (Mark Zukerberg ) believed Uni cannot teach them anything practical. They have good people but they also have Morons like us . Ha -ha

All airlines hedge their jet fuel. The percentage ? subject how they look at the market. going up or lower. irrespective of up and down . most airlines have long term supliers for their jet fuel. they dont buy on spot basis. typically they hedge 3 months forward , more aggresive 6 months rolloing contracts

today 4.12 against the dollar but remember the lAST ROUND 4.42 (dec last year ) more people will travel to visit Asian countries . US, EC, UK and Sinaporeans all said cheap cheap. Bad for consumer but good for tourist related spots.

what ever happen. we should be happy everybody is making money ( does not matter make more or less ) everybody has their own limitation. we should stop laughing at people misery when the price is trading lower. constructive opinion is different from making side remarks sneering at people misfortune. cheers to a new day

T+3 (4) last week contra trades to clear by this morning (before 12). Hopefully, we can see prices inching higher

sitting tight and wait for result. afterall i am not a contra player. can hold for long term . low entrance price .

no popcorns just coffee for me in the morning

some view are too negative. i beg to differ that the price will collapse after the result is out. All consensus points to a straight reversal from negative to positive cash flow arising from lower fuel costs, currency gains, better utilisation, increased long haul flights, last but not the least . AA arrangement with AAx on their lease back and the training flight centre. It's a long haul for AAx to return back to 80 - 90 ( after rights pricing ). Nothing is impossible. just keep my fingers cross

increased utilisation and e-visa for China visitors is good & beneficial for AA and AAx group

JF Research too conservative in their approach. think out of the box. increase passenger under AA group means more passenger flight cover under tune. AA groups passenger traffic has increased Y-o-Y 20 %. They need to factor in the additional growth

quick turnaround go for C31 and not mother

Tun Diam sold Alliance bank stalk. plenty of bullets. RPB is just a preview of what Tun Diam ideas. Possibilities of loking at other related businessess ( eg. insurance or airlines etc ) just a calculated guess. He is not contented with RPB ( tours, resort and property )