wow... i was expecting Prlexus to drop a lot too today, due to the below expectation result from Magni... din expect it to go up so much... market is really unpredictable...

guys, not sure if you have read this:

http://www.freemalaysiatoday.com/category/nation/2017/09/10/airasia-plans-to-sell-every-non-core-investment/

Tony was quoted saying this:

“We are currently in final negotiations and will materialise the sale of Asia Aviation Capital, our leasing arm before the close of the year,” he said.

let's see by end of this year if TF is lying or telling truth to the world .... haha

it is about expectations vs real data...
if many expected it to be worse and it turns out beating the expectation, then the price now may be at bottom
if many expected it to be better and it turns out worse, then the price may drop further..

unfortunately we do not know what is the "mean/average" earning that most of the ppl are thinking of...

frankly speaking, i do expect the coming quarterly results to be not satisfactory... but the question is, no one can really tell what the results will be until it is released. everything is to do with market sentiments, if many expected it to be worse than what it will be released soon, it may not drop further or even go up... again, I am no GOD, i will continue to buy in batches...

niki, to be frank, i bought from RM1,3x all the way down to now 1.1x... if you asked if I regretted buying at around 1.3x, I would say no... as like i mentioned before, i do not have the God-like prediction to tell me when is the lowest. if i do, i would only buy now or even when it goes lower..
but anyway, my average is around RM1.2x so I am pretty happy with that.

I may not be able to maximize my return (as i am no GOD, and no one can unless you really get lucky), but i will still be glad later when it gives me good return

mana paktua? ada untung hari ini?

omg.... this really exceeds my expectation.. when i first bought it.. i wanted its dividend more than expecting its share price growth... but the recent growth in USD revenue (of new products) confirms that this dividend stock is also a "slowly" growing stock.. not bad though

again... the approach is to buy in multiple batches as it is extremely hard to time the bottom

i also added more at 1.15, but at the same time keep some of my bullets for future top-up when it falls further... End Sept results may not look good, so may drop more and pose a good chance to buy again... cheers...

an intentional suppress on the price is quite obvious, especially after the release of superb result...
something super fishy now.. haha... interesting...

haha.. paktua73 is an epic legend... not many of us can mimic his track records ya...

and more importantly... do how u know those who told their entry price is not telling truth?
how sure r u?

to the duo idixts humbeisland and Whey Whey... u r contradicting with what you said earlier - that those who promoted the share may have bad intention to mislead ppl... and that publishing trade records are all empty talk...
and now u said these ppl think they are important and have enough influence to lure ppl to buy (in fact you think they dont have)...

so u r slapping ur own face now... idixts... if these ppl are not important enough and can't influence ppl, who could they even mislead ppl?

everyone has their own analytical skills.. this is forum for us to chat and exchange opinions..
i know i do not have the influence so I am not thinking to influence anyone...

i just talked just i like to...

well said R40s... the link you shared is exactly what I had mentioned earlier -- only GOD can time the market...
as long as the share price is undervalued (based on valuation/calculation of its intrinsic value), we should buy in batches. Coz I had this kind of bad experience myself in the past that I ended up didnt get to buy any of the good shares as the price kept going up and never went back down.. i regretted very much... so i learned my mistake there...

perhaps there is some "sifu" who really can predict the bottom so well, i will say good luck to him...
i wish he is able to time the market so well and maximize his profit..

i am no GOD, just a normal value investor so I buy in batches.. today I bought again... hehe

pity them sometimes

and losers are also poor in analyzing.. why i said so?
If i really wanna lure u in at high price, i would not have told u that I purchased at such a low price...
you might think that my purchase price was low and now it is overpriced.. so u may not buy..
if i want to trap you (so that I can escape), i will tell u that my purchase price was high (maybe around RM3.30) and I am still buying... bcoz it is still undervalued...

so, these losers are just idxots and do not know how to interpret things...

haha... yeah...yeah.. u r right.. i talked cock only... i din ask u to trust...

let's welcome the 2 typical losers humbleisland and Whey Whey...

btw, did these 2 losers scrolled up and check my previous chat history on Airasia while the price was RM1++?

haha.. losers are destined to be losers... so u know why they are at where they are right now..

this is one of my biggest regrets...

based on my average price of RM1,33... a 12 cent dividend alone already gave me 9% DY... and more to come!!!

too bad when it dropped to around 70sen last time, i didnt top up more....

guys... u all may have missed out one important thing..
with the recent acquisition of DOSB (a company who does metal stamping, die casting, etc), GESHEN is like a turnkey solution provider for product box level build (instead of just plastic injection molding)...

we know that most of the industrial, medical, telecom products use a combination of plastic and sheet metals for their product enclosures/housings...

So I see the acquisition of DOSB as a good tactical move to vertically integrate into such business...

After all, DOSB is a very profitable company so we can expect a bright prospect ahead...

i am still holding tight to the shares now... not letting go any yet... cheers...

not sure if anyone noticed this... for fiscal year of 2012 (paid out in 2013), Airasia gave 2 rounds of dividends. the first round they stated as "interim dividend"... then the 2nd round stated as "final dividend"... in 2013-2016, they only gave one round of dividend, which was stated as "first and final dividend"...

now for fiscal year of 2017, they announced 12 sen of "interim dividend" (which is already same as the total dividend given last year), so we can expect more dividends to come. I would expect at least one more round of dividend this year... and if AAC sale materializes this year, we can expect maybe 2 more rounds of dividends...

the shareholders are really laughing all the way to the bank now... haha

wow... superb quarterly results but today the price goes down?
haha.. too fishy... must be some operators purposely pulling it down to collect...

EPS of over 40sen a year.. and look at how much they paid back the bank loan this quarter.. and the strong operating cash flow... now cash at hand almost catch up with the total short + long term loan... going to be net cash soon maybe next quarter...

so u can understand now why operators keep pushing the price down despite the excellent result...

i am still holding it tight.. not to let go a single share yet.. hehe

it is a regret to see Chong Jiunn Hau, my Evergreen buddy to have left HSL... haha.. but nvm, there is no absolute right or wrong... wish him best of luck...

even with the one-off deferred tax charge, AA management is optimistic that 2017 results will be better than 2016. Read the prospect column:

The Board remains positive for the prospects of the Group in 2017 and is optimistic that the
2017 results may be better than 2016 barring any unforeseen circumstances.

I think this is highly possible as airlines companies received booking & payment ahead of time (travellers normally buy tickets a few months or even a year early).. so they kind of know and can predict the future revenue & profit roughly.

angelol is the accounting sifu here... the real sifu as compared to those sinkalans... haha

wendy... u r right... too many newbies trying to act like sifus here... very funny lo...

hey Solo... use brain la...

did you study 2017 Q1 report?
both revenue and operating profit of Q2 are better than Q1... dun look at net profit again in Q1.. there is also a one-off "Remeasurement gain on consolidation"...

that is why i said.. if dunno, ask... dun act like expert.. that is very disgusting u know?

haha... supermx2 is just a "horse behind a leopard".... lol...
does he really know how to interpret financial reports? lmao...

do you really know how to interpret financial data before even you comment, newbies? haha

haha... i am seeing a bunch of newbies (perhaps not new in share market but the views/analytical skills consider newbie) commenting nonsense.. haha.. very funny lo...

if u r a value investors, you will ignore those one-off thing (forex gain/loss, deferred tax asset/liability, impairment or consolidation gain/loss, etc....)

just look at the core/operating business.. the revenue, the operating profit and net operating profit...

As compared to 2016 Q2
2017 Q2 revenue: up
2017 Q2 operating profit: up
2017 Q2 net operating profit: up

in terms of fundamentals:

The growth was attributed to a 10% increase in total
passengers carried and a strong seat load factor of 89% in 2Q17 compared to 87% in 2Q16.
Average fare has increased 11% from RM160 in 2Q16 to RM177 in 2Q17, whilst the overall
RASK of the Group has improved 11% from 13.89 sen in 2Q16 to 15.35 sen in 2Q17.

haha...csan is only partially right... net profit was impacted by one-off deferred tax (indonesian tax rules that remove the deferred tax asset prior to 2016)... but the average fare price has increased (unlike what csan said)...

my thinking is that long haul and short haul are totally different.
long haul cut price to boost sales.. but short distance flights dont have to (demand is high)...

paktua is the most philosophical sifu in the world that i have ever seen.. salute!! haha

i only know thailand "cab/taxi" --> tut tut...

haha... i find it hard to understand what old man paktua73 wanted to say...

hi dear paktua... what is tut tut?

i doubt why ppl are selling as the latest result is fabulous... Q1+Q2 and excellent and the management expects 2017 to be better than 2016.... haha... why the selling? really clueless..

on the contrary, i buy in batches... i bought at around 1.2+ until now 1.18... and will buy more when it gets lower/stabilizes... coz you will never know when is the lowest...

niki... no offense but i have seen you mentioned before that you wanted to get in around 1.35 (price then)... and it keeps going lower and you keep lowering your entry price...

i doubt if you can ever get a chance to buy... lol...

this is my last reply to his stupid and repeated posts..... guys, u all do your own homework more if you need more real info (but not the twisted info from CKCS loser)

let me ask:

what is the net gearing ratio (after deducting the cash on hand?)

our friend Jupiter had said above (which I had said before too if you scrolled back my previous comments)..
that Evergreen will have a high chance of turning into net cash company by end of this year or next year...

but manipulator continues to be "ostrich" and keeps hiding his head in the ground... oh ya.. he didnt see all this... he keeps saying "massive debt"...

which is a joke... net gearing ratio is only around 5%... massive debt??? haha...

wtx.... see how his idixt twisted info:

Why he purposely left our the cash? just focus on the debts alone?
haha... this is why i said he manipulated....


Take the latest 4 quarters results (all 4 qtrs of 2016):
(17.483m + 16.88m + 16.459m + 20.619m) / 4 qtrs = 17.86m averagely per qtr
RM 205,257,000 total debts / RM 17.86m NP = 11.5 qtrs to break-even

Take the latest 4 quarters results:
(6.2m + 10.539m + 17.483m + 16.88m) / 4 qtrs = 12.78m averagely per qtr
RM 209,861,000 total debts / RM 12.78m NP = 16.4 qtrs to break-even


DID U SEE THE BIG DIFFERENCE ABOVE AFTER THE REVISIONS?????? NOW EVERGREEN NEEDS 16 QTRS JUST TO BREAK-EVEN WITH THE MASSIVE DEBTS INSTEAD OF ONLY 12 QUARTERS...!!!

SO WHO TELL U THE TRUTH AFTER 2 QUARTERS OF DEBATE AND QUARREL????????

haha... how manipulated this info is:

1) Falling profit margins to currently only 2.39%
- this is due to one-off things that i said before
2) Swelled up debts (RM 209.861 millions) highest among all competitors
- nonsense, why purposely ignore the cash? what is the net gearing ratio? if dunno dun simply say
3) Its key export market Middle East (>40% of annual revenues) is in crisis
- nonsense again, Middle east in crisis? go over there and see... Middle east condition has been there for years...
4) Now the latest effective ban of rubberwood from Malaysia will pose a threat of production to its overseas plants in Thailand and Indonesia
- stupid comment again.. i told him many times... indonesia and thailand has much more rubberwoord supply than Malaysia (check the global data).. they need to import from Malaysia?

haha.. idixt keeps posting the same thing, which we had proven that this info is manipulated and twisted... still post??? he really needs a super antibiotics... sick until stage 4 or stage 5 d....

Jupiter, well said.. this is what I really salute... professional analysis and real FACTs...

unlike the clown + loser CKCS.. keeps manipulating info

cendOl... this CKCS is just a d*g who only knows how to bark.... go check out where he commented and how everyone bashed him with solid facts in other forums.. he is just a pathetic idxot trying to get some attention, by provoking ppl...

I doubt if any medicine can cure him now.. he is too sick... God bless him...

everyone can see that.. yet he thinks he is very smart... very disgusting lo...

SKliew, u can go to Evergreen forum to see how d*g he is... haha

CKCS is the lousiest speculator (not even considered as investor) in i3

haha... definitely.. CKCS is only good at barking

it is very likely that the QR will be very good (released soon) and the insiders are buying up. GREAT!

haha... sohai CKCS talked like an expert but sounds like an idixt... even bluechips when they announced below expectation result.. the price went down...

and his idixtic comment is :
A good company won't have its share price being dumped and NOT SUPPORTED like this.

haha... i wonder what is his IQ level... pity him though

i believe loser like him should have lost all his money in shares so he is frustrated now and spread fake news everywhere... here, Hengyuan, etc forums...