Hahaha... Surely sense emotionally charged some messages. You do not need to clarify. I sense the agitation from 80 den I put out la... So Not sure why you say "we"... Suddenly seems like it's all of you vs me. Relax la. I also am a small timer trying to make sense of this.. Lol!

Difference is that I am being sceptical and put my view of AA3.0 and TF's ambition to disrupt. At this juncture to put RM1B in his pocket....maybe he has plans.

13 is just a number I use. Am no analyst or authority. So not going to defend that number. Why 13 and not 15 or 20...i cannot answer you. Take it whichever way u like.
Also I didnt consider Phil IPO in my "analysis"
FYI my Best case EPS =RM0.2x13=RM2.60

Happy trading.

@secrecy good decision to be that frog. Am sure would do well.

While I also will enter AA given the 3.0 dream..
I choose to be considering all the factors and be very sceptical when I invest so I am fully prepared (mentally) when things do not go as planned. I call this taking care of the downside.

End of the day. We are retail investor with limited bullets. So, little bit of caution is not a bad idea, dont u think so?

@elbrutus Why u ask me next step? U make that choice.

As for me I already said..i will wet My feet and enjoy the feeling .. Not jump in the pond completely la.

Wow! did not expect such a huge backlash and emotionally charged messages at my RM0.80 comment....take it easy guys, everyone is entitled to their view of how AA3.0 is going to pan out amid the current e-commerce and aviation landscape.
RM0.80 is my most PESSIMISTIC view (worst case) of how i see the price trading a year from now and I am asking myself if I am ok with that or not when i am looking to get in now...or "stay away"
How I get RM0.80.....I am using the worst case forward looking PEx of 13 FY19/20

Yes, track record and past achievements have a lot going for AirAisa as a leader in low cost esp in ASEAN region. Growing from 2 planes to 100s in a market where you are competing with national carriers like MAS and redefining air travel in this region then taking inspiration from Ryan Air is one thing and AA did very well.
But let's look beyond "now everyone can fly" in ASEAN.
Let's look at AAX. Let's look at Air Asia India. Here AA did not do so well...yet. AA has not been able to understand those markets. There was also AirAsiaGo in the past...and did work well.
And amid this, TF wants to go change his successful tag line to "Now everyone can travel" by taking on Grab, Expedia, Booking.com etc...
I maybe a little conservative, but when a company moves away from its core competence and want to do everything else....like enter Fintech, Logistics, OTA, e-commerce.....i have some reservations.
Dealing with a lot of "data" and trying to decode the consumer behavior....
Not saying AA 3.0 will not be successful...but there are just too many variables. Yes, Amazon did it....but many companies who moved away from their core and they to put their hands into too many things had also failed miserably....sure AA wants to be the Amazon of travel. As a Malaysian I would be so proud if AA is successful but it may take time to disrupt this space and make money. Amazon is not making money but they get such valuations....because that's Wall Street. But in Bursa do we get such valuations if you lost money?
So yes, an AA investor have to be for the long haul...and watch every move of TF. Because hiring a bunch of very expensive and good looking Ivy League executives, tweeting when having drinks, glamorizing selling assets to pay yourself RM 1 Billion and having analyst give you a buy call is not enough.
I agree...AA3.0 is a wonderful and clever PLAN. Now it's about EXECUTION...and the competitive landscape today is not like MAS in the 2000s...it's a different game all together. This space is very disruptive and unpredictable. I can akin to Laser Disc and DVD in the past....we dont know which way it will go.
If I was TF and am in for the long haul, I would not payout all the monies from the sales of planes. I would not suck my cash dry. Will keep some la.
To grow e-commerce and ancillary business and brands will need the cash...lots of it.
I read an article that to enable ROKKI (wifi) in 1 plane it cost USD 1M...and ROKKI CEO wants to enable all the AA Malaysia planes with ROKKI.
All that said....I am "cautiously excited" to see AA's dreams and plan. May decide to "wet my feet" and see what happens.
So using PEx 13...worst case RM0.80 ....base case RM1.60 and best case RM2.6?
Happy Trading

Post SD AA share will likely be trading around RM0.80 because of the headwindslike oil price and intense competition on OTA model.

Earnings this year sure going to be bad. Post dividend, company will have no cash.
So if you are OK to hold at such price then go for it. Else stay away.

hope this low ball price will help to reduce the DRP price calculation which is due anytime now :)

Go to hell company.

Top glove to acquire

Useless piece of shit company. Did anyone see the annual report....so much money wasted to send thick paper report to all share holders. First 40pages full color with useless management posing like Bollywood ....no profit but smile like idiots. Claim to save $5M but
Spend more than $4M on CSR.
Debt laden. Badl financial mgmt. useless shit. My target price is RM1.2

i wonder why traders are even here....."can in now?" ...if u want to in and out, go and find another hole....knn

This share I have been vested since 2002....if u look at your returns over such a long terms also u will hai....nya mah...knn ccb. All the way to Holland.

@Yapyapty....that's great!! but please be more clear on why 0.72 and not 0.68?

Holland counter...2years ago already warned You all. ....fair price is RM0.98

if there is bullshit promised by mgmt, can we drag them to court?
this 2017 Annual Report full of crap.....just read the CEO message makes you want to vomit.

Niamah

malinfan - i would like you to explain how you arrive at 0.55 value? i also want to learn

This time best for Maybank to scrap the DRP......at RM10 which idiots will buy?

Nya Ma....DRP RM10.....market price RM9.6....who will participate?

KIP is undervalued

@RainT...u should just leave

BestariNet.....

dividend money is used for GE14 campaign....so they need time....

Dividend need approval from finance minister.......

Who is going to AGM tomorrow?

"Factory hit by Tiangong"
What is that?????

What do u mean fundamental changed?

Mudajaya or mudagagal- it is a scandal tainted company

RM1.8 share

i have a day job, and live in JB - so i can only try if the date works for me or not, but try i will. and if i do go, i hope to meet all you good people there. together we can look at the mgmt in the eye and deduce if there is any substance in the "recovery" strategy or not.....

to me, a success of TunePro as a company is hinged on many facets, not just on TF or TZ.

I am going to try to attend AGM

Today is last day to announce!

Results TOMOLO!

wtf?

Uchi had a good year in 2017; and here is how the management is describing 2018 -

"To the best of our knowledge, based on our customers positive outlook on demand, the Group expects a high single
digit of revenue growth in USD for the financial year ending December 31, 2018.
We do not expect any significant changes in our principal geographical areas of distribution and product group
contributions. Factors that will affect our performance include fluctuations in USD, material shortages or fluctuations
in material prices and increasing labour costs.
Nonetheless, the Group is confident that we will remain profitable and maintain a strong balance sheet."

@joeytay - scold management for share price? are you kidding me? that's like saying i should scold you because it rained so heavily yesterday that there was flash floods!
if there is business loss, or property value impairment due to bad mgmt then you can scold. so far, i will commend KIP mgmt for maintaining the steady Property Yields but will tell them to buck up on the Melaka and NS properties as the utilization there is low.

Q4 results will be announced later and final proposed dividend will also be mentioned, which will be subject to shareholders approval at AGM and by time you get the money is July'18

Results out Wednesday.....35 pls

Tomorrow results are out. Hope they declare 9 sen at least.

How was the scene at KIP AGM 2017?

I will try to attend the next AGM

You need to also remove the special dividend or capital return. Some of these companies may have cash pile that they do not plan to reinvest in the business and thus reward the loyal shareholders.

Well said

Very good research and analysis on the company and industry David! Blessing to have you share this to us all.

@Albukhary - mutually we share and learn from each other.

@arv18 - thank you for bringing Marco to my attention. It will be in my radar for now.

@Albukhary - I think it really depends how and why Amy moves from one business to another. If she finds Milk tea giving her better returns (profit or yields) than lemonade, it means going for a business that is more profitable, and soon after move to the next (Healthy Juice) when the profits for Milk Tea drops.

You see, the purpose of any business (investment) is to maximize the returns. For as long as Amy understands the business that she is going into well, the risk and the returns it is not speculation.
If she does her homework that the new business it is more profitable and does not just follow the "fad" blindly, it is an investment.
However, if Amy just jump on the Milk tea "bandwagon" because other are doing with the "hope" to sell higher without knowing that business well, then she is speculating.

"Never fall in love with a stock, it is always important to be objective and sell when it price exceeds the intrinsic value and there is a better opportunity."
I will write about this in the future - how to appraise your investments and how to determine intrinsic value.

@arv18 I am no invested in Marco and do not know about Marco. However, since you asked, I did a quick check.
Here is my take on Marco
Financials
- Small cap, company that has been around for close to 50 years
- Good financial fundamentals; sitting on cash pile of RM100M; debt free.
- I like that they consistently have been rewarding shareholder with dividends year after year
Business Analysis
-Past years,earnings are flat despite higher revenue
- Marco is in a tough Business position - In an age of Smart Phones, Smart cameras in phones, wearable, fitbit, i-watch, ipad and all sorts of other gizmos, Marco is trying to stay in market selling Casio watches, calculators and cameras in the consumer space.

Outlook
The business margins to be squeezed further a competition is very intense and there are so many players and new technologies.

Having said that, it all depends on what Marco's mgmt. plan to do.

Anyways, the above is just my take based on a 20min quick check, do not take my inputs literally. There is much that is unknown by me. Do your research.

I appreciate the comments above. Motivated to write more. Stay Tuned.

@pakatan_harapan2 and @ Undi_PAS - this is not your place to play politics and buy votes.
go elsewhere!
here we talk about the share and investment

Holland

Long term horse...