BullBear

BullBear | Joined since 2012-04-04

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Stock

2013-03-27 15:23 | Report Abuse

Folks, Malindo targets both MAS and AA with hybrid product. From a product standpoint, Malindo is targeting MAS. But its low fare structure is aimed more at the low end of the market.

With its hybrid model and “not just low cost” marketing slogan the carrier is trying to woo passengers by offering a low fare while still providing a relatively high level of service.

Stock

2013-03-27 14:59 | Report Abuse

By mid Apr 2013, when MAS increases seat capacity on the route to about 25,000 return seats, there will be over 70,000 return seats in the Kuala Lumpur-Kota Kinabalu market.

Malindo will account for an 11% share of capacity between Kuala Lumpur and Kota Kinabalu for the week commencing 15/4/2013, compared to 54% for AA and 36% for MAS.

Just prior to Malindo’s launch on 22/3/2013, MAS accounted for a 36% share of capacity while AirAsia accounted for 64%.

But back in Jan-2013, prior to AirAsia adding one daily flight for a total of 15, MAS captured a 38% share and AirAsia accounted for 62%.

Care now folks as KUL-KK route is the 12th largest route within Southeast Asia. Revenue for AA & MAS on this route will sure be affected.

Stock

2013-03-27 14:43 | Report Abuse

Folks, Malindo adds 7,560 weekly return seats to the Kuala Lumpur-Kota Kinabalu market as it has configured its 737-900ERs with 168 economy and 12 business class seats.

As a result Malindo’s entry has led to an 11% increase in total weekly capacity to over 66,000 return seats. So how?

Folks, selling pressure on AA due to 1QE 2013 not going to be promising? Only time will tell!!

Stock

2013-03-27 14:22 | Report Abuse

Folks, AA currently operates 15 daily or 105 weekly flights between Kuala Lumpur and Kota Kinabalu with A320s in 180-seat single class configuration.

MAS currently operates 68 weekly frequencies but is adding 12 weekly frequencies in early Apr-2013 for a total of 80 weekly frequencies.

Remember folks, Kuala Lumpur and Kota Kinabalu is the largest route based on seat capacity at both the AA and MAS which makes it the 12th largest route within Southeast Asia.

Stock

2013-03-27 14:07 | Report Abuse

Remember folks, Malindo is initially operating three daily flights on Kuala Lumpur-Kota Kinabalu and four daily flights on Kuala Lumpur-Kuching.

Kuala Lumpur-Kota Kinabalu is currently the largest domestic route in Malaysia with about 59,000 weekly seats prior to Malindo's launch, which makes it the 12th largest route within Southeast Asia.

So folks, it is the largest route based on seat capacity at both the AA and MAS.

Stock

2013-03-27 13:53 | Report Abuse

Latest on MAJOR SHAREHOLDERS

As of 30/11/2012 - TUNE: 710,931,282 units 25.75%
As of 21/03/2013 - TUNE: 646,128,292 units 23.24%

As at 25/09/2012 - EPF: 273,585,900 units 9.84%
As of 21/03/2013 - EPF: 230,904,700 units 8.30% (latest)
- Disposed 21/03/2013 2,186,100

As at 23/01/2013 - WELLINGTON: 324,591,988 units 11.68%
As of 21/03/2013 - WELLINGTON: 253,429,596 units 09.12%

Remember folks, the risk is 48.29% of shares were held by foreigners. Bullish stocks are born on pessimism, grow on skepticism, mature on optimism, and die on euphoria.

Folks, the time of maximum pessimism is the best time to buy, and the time of maximum optimism is the best time to sell. Careful now!

Stock

2013-03-26 16:57 | Report Abuse

Folks, for those buying yesterday it is almost always a recipe for overpaying.

By the time the stock price is on the rise the professional traders have bought and sold the stock and made their profit.

You will buy at the top of an inflated price that will almost certainly fall well below what you paid. So careful now, folks!

Stock

2013-03-26 16:48 | Report Abuse

Folks, one way to make money investing in the stock market is to avoid losing it. Investing mistakes: poor judgement, investing in stocks on a hunch, buying at peaks & falling in love with it.

Investors become emotionally attached to a stock and overlook the company's shortcomings. So whatever the reason, separate your emotions from the hard reality that it!

Remember folks, the trend is your friend!!

Stock

2013-03-26 16:45 | Report Abuse

Folks, buy low & sell high! While those stuck at a high price sell before the loss becomes worse!

Remember folks, the trend is your friend.

Stock

2013-03-26 16:38 | Report Abuse

Folks, from a wider market perspective, Lion's entry into Malaysia almost certainly signals the sprouting of a new pan-Asian low priced competitor, something that will tilt the balance again.

It is relatively late onto the scene, but a multitude of growth potential promises ample time to establish. And Lion will not be the last.

Stock

2013-03-26 15:46 | Report Abuse

Folks, Malindo is planning rapid domestic and international expansion, leveraging Lion’s huge order book for 737s.

India is poised to become Malindo’s first international destination with service to Delhi starting in Jun-2013, exploiting a market which is under-served due to cuts last year at AirAsia X.

Several planned destinations in India and China will allow Malindo to increase aircraft utilisation and tap into the lucrative Malaysia-India and Malaysia-China markets.

It also seeks to tap the fast-growing Indonesia-India and Indonesia-China markets, which Malindo will serve by offering connections to Lion.

There you go, folks!

Stock

2013-03-26 15:27 | Report Abuse

Folks, Malindo launched services on 22-Mar-2013 with seven daily flights spread across Malaysia’s two largest domestic routes – Kuala Lumpur to Kota Kinabalu and Kuching.

With its hybrid business model and low fares, Malindo will impact both AA and MAS, which were previously the only two carriers on domestic trunk routes within Malaysia.

Stock

2013-03-26 14:31 | Report Abuse

Folks, Malindo breaks AA-MAS duopoly in Malaysia domestic market. Next stop, China, India & S.E Asia!

Stock

2013-03-26 12:35 | Report Abuse

Says Nalin R Khanna, president, Vertebrand, a brand consultancy firm, "One cannot create a brand identity on the basis of just the gap in the market. There needs to be a definitive differentiator in the value proposition of the company."

He draws his suggestions from the company's business plans for the Indian market. The airline has announced they would avoid the Mumbai-Delhi circuits to keep the operational costs low, concentrating on Tier-II and Tier-III towns instead.

"In the small sectors, a cause of concern for the fliers is the absence of an assurance that the said flight will even take off.

Look at the busier airports and there are multiple flights at different times during the day. Smaller airports have less cluttered flightboards.

There may even be a single flight taking off in a day. And, if that doesn't happen, one is stuck. AAsia can build itself as a reliable player that will ensure operational efficiency," says Khanna

Operational efficiency!? Can AA achieve this?

Stock

2013-03-26 11:57 | Report Abuse

Folks, that AAsia will fly the domestic skies is old news.

The question everyone watching the company's India story unfold is asking is simple: What will the airline stand for? In a market that has its own share of low-cost carriers (LCCs) such as IndiGo, SpiceJet, Jet Airways' Jet Lite and GoAir, providing the lowest airfare is simply not sufficient. There needs to be something more.

Earlier this week, SpiceJet's Chief Executive Officer Neil Mills had said, "Airlines in India are not allowed to charge a fee for baggage or preferential seats.

The Aircraft Rules of 1937 do not allow it." He was referring to AAsia's reliance on ancillary revenue. The airline will have to look at creating a distinctive identity to compensate for the absence of this ancillary-revenue stream.

So how?

Stock

2013-03-26 11:47 | Report Abuse

Folks, existing carriers in India argue the market is already oversaturated, with competition among multiple carriers driving fares down to unsustainable levels.

Fernandes is pitching a business model under which his airline would forego the high-traffic Delhi-Mumbai route and focus instead on connecting second- and third-tier cities to tap into potential traffic rather than existing traffic.

However, it seems the key aspects that have made AAsia successful in the East, are all aspects that don’t play in India.

One, fuel is not taxed in Malaysia, unlike India.

Two, in Kuala Lumpur and Bangkok, AirAsia flies to low-cost terminals. But in India there are no such terminals.

And three, a dense regulatory framework and excessive government intervention are also going to be new challenges.

So how now, folks?

Stock

2013-03-26 11:12 | Report Abuse

Folks, AAsia plans on only selling tickets online in order to save on payments to sales agents and may also replicate its home model of charging a fee for services including baggage check-in, preferred seats and hot meals.

While the objective is to cut costs to ensure the success of its low-cost model in India too, it remains to be seen how this AAsia plans on reducing its fuel cost, taxes or airport charges, which is same for all airlines and one of the primary reasons why they are all bleeding today (except for IndiGo).

There you go!

Stock

2013-03-26 10:29 | Report Abuse

Folks, AAsia is planning a big bang entry into India by the fourth quarter of 2013, but the big question is can it get it right in a sector where several other low-cost players have burned their fingers by trying to play the fare-war strategy?

According to a report in Bloomberg, AirAsia wants to give away vacant seats for free at airports with passengers only having to pay fee and other taxes in order to tap into India’s one billion population.

In India, however, about 70-80% of tickets are sold through offline agents and portals. So how now?

Stock

2013-03-26 10:15 | Report Abuse

You can never predict when that unknown torpedo will come out of the dark and smash the price of a stock.

So careful now, folk!

Stock

2013-03-25 15:28 | Report Abuse

Again folks, take profit on any rallies. While those stuck at a high price sell before the loss becomes worse!

The trend is your friend, folks. Remember, amateurs want to be right. Professionals want to make money.

Stock

2013-03-25 15:13 | Report Abuse

Remember folks, sell on any rallies or you will regret later!

Stock

2013-03-25 10:53 | Report Abuse

Latest on MAJOR SHAREHOLDERS

As of 30/11/2012 - TUNE: 710,931,282 units 25.75%
As of 18/03/2013 - TUNE: 646,128,292 units 23.24%

As at 25/09/2012 - EPF: 273,585,900 units 9.84%
As of 19/03/2013 - EPF: 232,583,000 units 8.36% (latest)
- Disposed 19/03/2013 2,000,000

As at 23/01/2013 - WELLINGTON: 324,591,988 units 11.68%
As of 18/03/2013 - WELLINGTON: 253,429,596 units 09.12%

Remember folks, the risk is 48.29% of shares were held by foreigners. Sell on any rallies!

Stock

2013-03-22 16:52 | Report Abuse

Happy investing folks! I will have a nice weekend and hope you too! TGIF!!! Adiossssss!!

Stock

2013-03-22 16:45 | Report Abuse

As the saying goes ...... Siapa makan cili dia terasa pedas!! Must be stuck cos buying at a high price! Heheheheheheheheheh!!

Stock

2013-03-22 16:40 | Report Abuse

Remember folks, what seems low and cheap generally goes lower. Next week new 1 month low? Well, only time will tell!!

Stock

2013-03-22 16:35 | Report Abuse

Worst still folks, many Asia markets suffered from heightened worries over Cyprus after the European Central Bank (ECB) issued a deadline to its parliament for meeting the terms of a proposed bailout, an issue which also hurt stocks on Wall Street overnight.

Remember folks, if you have trouble imaging a 20% loss in the stock market, you shouldn't be in stocks now. Buy lower & sell high!

Heheheheheheheheh!!

Stock

2013-03-22 16:30 | Report Abuse

European stock markets moved cautiously lower on Friday, as investors monitored efforts in Cyprus to avoid a financial breakdown with lawmakers scrambling to come up with a new bailout proposal to present to its international lenders.

Careful folks!!

Stock

2013-03-22 16:25 | Report Abuse

Important thing to remember folks, stock markets are designed to allow individuals to look after their private needs and to pursue profit.

It's really a great invention and I wouldn't under estimate the value of that, but they're not designed to take care of social needs.

So folks, be extra careful with buying!!

Stock

2013-03-22 16:20 | Report Abuse

Folks, investors need a plan that includes when (what price) you will buy and at what price you will re-evaluate the stock.

Allow for daily fluctuations, but be realistic when the fundamentals of a company has changed it is time to let go and buy at a much lower price!

Remember folks, the trend is your friend!!

Stock

2013-03-22 16:13 | Report Abuse

Folks, investors sometimes have a difficult time admitting to themselves that an investment isn't working out.

They hold on irrationally, hoping the company share price is going to bounce back to the all time high. In a bearish market investors should set a loss limit and sell when the stock hits that mark.

So folks, take profit while you can and buy back later at a lower price! Hmmmmmmmmm!!

Stock

2013-03-22 16:04 | Report Abuse

Folks, acting on hot tips is almost always a recipe for overpaying. By the time you hear about a "hot stock," the professional traders have bought and sold the stock and made their profit.

You will buy at the top of an inflated price that will almost certainly fall well below what you paid.

Remember folks, amateurs want to be right. Professionals want to make money Careful now! Wakakakakakakakakakak!!

Stock

2013-03-22 15:51 | Report Abuse

Remember folks, buy low & sell high! But never, never, never fall in love with a stock!

Why??? Folks, investors become emotionally attached to a stock and overlook the company's shortcomings. So whatever the reason, separate your emotions from the hard reality that it!

Hope you are not one of them!! Wakakakakakakakakakakakak!!!

Stock

2013-03-22 15:42 | Report Abuse

Email Scam Alert!!!

AirAsia clarified that it is not involved, directly or indirectly, with lottery programmes promising cash prizes or shopping vouchers.

In a statement, the airline company said some guests have received emails inviting them to participate in lottery programmes or a1Malaysia shopping voucher programme, purportedly organised by AirAsia.

The lottery programme came from an “AirAsia (Asia-Pacific Regional Headquarters) Ground Floor, Terminal 2, Kota Kinabalu International Airport, Old Airport Road, Tanjung Aru Sabah”.

“The entity falsely claims to be organising the 2013 AirAsia Exclusive Special Bonus Program' with a cash prize up to USD130,000.00 to be given away.”

Read more here: http://thestar.com.my/news/story.asp?file=/2013/3/22/nation/20130322142955&sec=nation

Stock

2013-03-22 15:20 | Report Abuse

Folks, one way to make money investing in the stock market is to avoid losing it. Investing mistakes: poor judgement, investing in stocks on a hunch & buying at peaks.

Hmmmmmmmmmmmm!!!!!!

Stock

2013-03-22 15:11 | Report Abuse

Folks, after a stock’s price has fallen can be a great time to buy (buy low) if you have done your research on the company.

If all you know about a stock is the price, you may (and likely will) make investing mistakes.

Remember folks, if a stock has had a good run up it may be time to sell, not buy (sell high).

Similarly, if a stock has dropped like a rock, it may be a good time to buy (buy low).

You won’t know what to do unless you understand a lot more about the company than its stock price.

Stock

2013-03-22 15:05 | Report Abuse

Buy low and sell high is the ultimate guide to successful stock investing. It is also the reverse of what many investors do.

It’s not that investors start out to do that, but too often, they use price, and in particular price movement, as their only signal to buy or sell.

Stocks that have gone up recently, especially those with a lot of press, often attract even more buyers. This obviously drives the price up even higher.

Folks, people get excited about what they read and see and want a part of the action. They jump into a stock that is already trading at a premium – they buy high.

So are you one of them? Hmmmmmmmmmmmm!!!!!!!!

Stock

2013-03-22 14:47 | Report Abuse

Folks, watch out for hype. If a stock you own becomes the focus of media attention and receives a lot of buzz, it may be time to look at taking a profit.

These types of stock-feeding frenzies attract inexperienced investors who bid up prices only to have the market collapse when the hype dies. If you're not careful, you can watch the price fall right past your profit.

Remember folks, the time of maximum pessimism on is the best time to buy, and the time of maximum optimism is the best time to sell.

Stock

2013-03-22 14:29 | Report Abuse

Latest on MAJOR SHAREHOLDERS

As of 30/11/2012 - TUNE: 710,931,282 units 25.75%
As of 18/03/2013 - TUNE: 646,128,292 units 23.24%

As at 25/09/2012 - EPF: 273,585,900 units 9.84%
As of 15/03/2013 - EPF: 232,633,000 units 8.36%

As at 23/01/2013 - WELLINGTON: 324,591,988 units 11.68%
As of 18/03/2013 - WELLINGTON: 253,429,596 units 09.12% (Latest)
- Disposed 14/03/2013 1,869,700
- Disposed 15/03/2013 2,147,470
- Disposed 18/03/2013 2,102,390

Remember folks, the risk with this counter 48.29% of shares were held by foreigners.

Stock

2013-03-21 15:36 | Report Abuse

Folks, because of the coming GE the market's volatility might be making you want to say, "Sell it all. I'll sit this out until things calm down."

One must remember that when stocks are pushed way past their true value, they are often set up for a fall worst still with the uncertainties of the coming GE. The strategy is to sell when they are over valued and buy them back after a market correction has knocked the price back down.

This, of course presumes an accurate knowledge of the top and bottom of prices – something very few of us are particularly good at with any consistency.

Selling an over-valued stock is certainly preferable to buying an over-valued stock. Just be prepared to watch it keep going up after you sell, as happens sometimes. Remember folks, don’t second-guess yourself; it could have more easily gone the other way.

AA price chart Rm4.02 -> Rm2.57 in a matter of 15 months. Can it go any lower? Only time will tell!!

Stock

2013-03-21 11:48 | Report Abuse

Folks, whether you like it or not, Airasia & Mas will be effected with the launching of a new LCC in Malaysia.

Remember buy low & sell at higher price!

http://switchup.tv/View.aspx?vid=9905&cid=1

Stock

2013-03-21 10:01 | Report Abuse

Latest on MAJOR SHAREHOLDERS

As of 30/11/2012 - TUNE: 710,931,282 units 25.75%
As of 18/03/2013 - TUNE: 646,128,292 units 23.24%

As at 25/09/2012 - EPF: 273,585,900 units 9.84%
As of 15/03/2013 - EPF: 232,633,000 units 8.36% (latest)

As at 23/01/2013 - WELLINGTON: 324,591,988 units 11.68%
As of 18/03/2013 - WELLINGTON: 270,328,756 units 09.33%

Folks, the risk with this counter is 48.29% of shares were held by foreigners. Foreigners are net sellers on GE uncertainties & might be back after the dust of GE settles!

Stock

2013-03-20 16:24 | Report Abuse

Indonesian domestic passenger share (% of passengers carried) by airline group:
1. Lion Air (Budget) - 47.8%
2. Garuda - 24.8%
3. Sriwijaya - 14.3%
4. Merpati - 4.8%
5. Indo Airasia(Lcc) - 4.2%
6. Others - 4.1%

There you go, folks!!

Stock

2013-03-20 15:59 | Report Abuse

Cebu Pacific is planning more double-digit capacity expansion in 2013 and grow its fleet by 17% to 48 aircraft. The expansion, which includes the launch of its new long-haul operation, should allow the carrier to extend its already leading share of the Philippine market.

Philippine domestic market share (% of passengers transported) by carrier: 2012.
1. Cebu Pacific (Lcc) - 45%
2. AirPhil Express (Lcc) - 21.6%
3. Philippine Airlines - 19.9%
4. Zest Airways (Lcc) - 10%
5. Tiger Airways affiliate SEAir (Lcc) - 1.5%
6. Airasia Philippine (Lcc) - 0.8%

There you go, folks! The truth hurts! Hahahahahahahahahah!!

Stock

2013-03-20 15:45 | Report Abuse

Folks, fuel cost which remains elevated is another key threat, particularly at a time when yields are expected to see downward pressure.

In the business world, the rearview mirror is always clearer than the windshield.

Stock

2013-03-20 15:28 | Report Abuse

A Research Bank noted that a sharp increase in capacity on the domestic front is likely to impact profitability for AA & MAS through shrugging off the upcoming competition from Malindo Air, that will be starting operations from mid-March with the highly profitable KL-East Malaysia as its initial routes.

MAS will be guiding for a 5% increase in total capacity, while AA(Malaysia) is estimated to increase capacity by 17% via the induction of 10 additional A320s.

Folks, this capacity influx ahead of new competition means yield outlook is set to deteriorate in the next year or two for AA & MAS.

Stock

2013-03-20 15:18 | Report Abuse

Another surprise for the AA's maiden dividend policy announcement.

Folks, according to a research house, while the move may attract a different breed of investors to the group, FY13 yield of 2% is not attractive relative to other dividend stocks in the index.

So how now?

Stock

2013-03-20 14:56 | Report Abuse

AA beat estimations as the airline registered stronger-than-expected yields, at 5% quarter-on-quarter (q-o-q) and 7% year to date.

HOWEVER, the 4QFY12 performance cannot be taken as a yardstick for earnings trend going forward as AirAsia is currently enjoying a ‘honeymoon period’ without any serious LCC competition domestically.”

Folks, if a business going to do well, the stock price eventually follows!!

Stock

2013-03-20 14:47 | Report Abuse

What happened to Malindo Air?

1. Malindo Air has received an air operators certificate (AOC) from the Department of Civil Aviation (DCA) to perform commercial air operations.

2. Malindo Air secures financing US$1.1 billion to buy 27 Boeing 737-900ER aircraft.

3. Malindo Air's maiden flight to Kota Kinabalu on March 22 will be followed by another to Kuching the next day.

4. Malindo is offering all in-flight standard service airfares from as low as RM38 for the KL-Kuching route and RM68 for the KL-Kota Kinabalu route. These are much lower than Malaysia Airlines’ (MAS) all-in fare of RM159 for similar routes.

5. The airline currently has two aircraft and will receive one plane every month, bringing the total to at least a dozen by year-end.

6. Malaysia's first hybrid airline model, Malindo Air, is planning to begin its international flights by June this year.

7. Extra legroom 32” seat pitch.

8. In-flight Entertainment.

9. Free baggage allowance.

http://www.malindoair.com/en/

Stock

2013-03-20 11:58 | Report Abuse

Folks, hot stocks are born on pessimism, grow on skepticism, mature on optimism, and die on euphoria.

The time of maximum pessimism on is the best time to buy, and the time of maximum optimism is the best time to sell.

So which one is AA, folks? Heheheheheheheh!!

Stock

2013-03-20 11:50 | Report Abuse

No matter how good something sounds on paper folks, invest a few moments in thinking. It will pay good interest!