Ferisc

Ferisc | Joined since 2013-08-19

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Stock

2015-11-26 22:48 | Report Abuse

Why associate loss from asia japan, asia india is included. This not happen in before. PAA loss not included...what in mind of TF??

Stock

2015-11-26 22:20 | Report Abuse

It is loss from previous year for IAA, required to be recognised by account practice as a result of subscription of perpetual bond to turn IAA equity into positive.

Stock

2015-11-26 21:36 | Report Abuse

0.88 billion is really out of my expectation. My maximum estimate is about 0.5 billion only.

Stock

2015-11-26 21:31 | Report Abuse

Anyhow for fair value movement recylled from cash flow hedge reserve we can't get much detail from finance report, the figure can only be predicted.

Anyone who have better idea to get closer estimate of fair value movement recycled from cash flow hedge reserve?

Stock

2015-11-26 21:17 | Report Abuse

Unrealised forex loss at 1.41 billion vs estimate of 1.5 billion.

Fair value movement recycled from cash flow hedge reserve is at .88 billion vs estimate several hundred of million. It was underestimate here.

Stock

2015-11-25 22:40 | Report Abuse

Only trader and short term investor need to be more wary.

Stock

2015-11-25 22:38 | Report Abuse

Paper loss only, cash flow is not influenced.

Stock

2015-11-25 22:27 | Report Abuse

Unhedged USD borrowings for previous quarter is 43%

Stock

2015-11-25 22:21 | Report Abuse

Any other estimate to share?

Stock

2015-11-25 22:16 | Report Abuse

rizerlee, unrealised forex loss alone will be more than RM1.5 billion. Expect some gain from Fair Value reclycled from cash flow hedge reserve for several hundreds of million to offset unrealused forex loss. Overall the net foreign exchange loss is estimated anything close to or more than RM 1 billion.

The estimation is made based on previous quarter unhedged borrowing level. Anything change on unhedged borrowing level from previous quarter might alter net foreign exchange loss.

What is your estimation?

Stock

2015-11-25 21:24 | Report Abuse

The unhedged borrowings for AA is much higher than borrowing of AAX. It is awful as reminded in before.

Stock

2015-11-24 23:34 | Report Abuse

No mean to cause panic. Simple math will reveal what is sum of unrealised forex loss.

Stock

2015-11-24 20:54 | Report Abuse

Those for trading or short term investment be careful. Unrealised forex loss will be awful on coming finance result. I have said that few times in here, just a reminder so that those are new to airasia is aware about it.

Stock

2015-11-24 09:15 | Report Abuse

r'moi, right. This is what worrying me.

Stock

2015-11-19 15:48 | Report Abuse

kakashii, big portion is hedged, for un-hedged portion still .....Soon we 'll know.

Stock

2015-11-19 14:00 | Report Abuse

kakashii, 13 cent eps to me is too far away. Forex loss will heavily drag on AA coming finance result.

Stock

2015-11-18 21:28 | Report Abuse

l had quitted all my AA holding few weeks ago after my estimate on AA to reach its NTA level is not realised. Main reason of quiting is AA is too risky on coming finance result. I don't think people will be unnerved by forex loss.

Good luck everyone.

Stock

2015-10-30 08:53 | Report Abuse

Sorry guys, l had failed in my estimate for AA target price at NTA level .

Stock

2015-10-23 09:55 | Report Abuse

Estimate 1.7 at nta level before end of this month.

Minimum fair price for AA: 1.7

No 100% foolproof. Not impossible but probable.

Stock

2015-10-23 09:52 | Report Abuse

Look to me is very hard to have bargain price at low as RM1 in short term.

Stock

2015-10-23 09:50 | Report Abuse

Embrace for the swing, accumulate at low price with condition to have holding power.

Stock

2015-10-23 09:11 | Report Abuse

US fed no choice but likely to keep delaying rate hike until next year

Stock

2015-10-23 09:11 | Report Abuse

Non stop QE for euro

Stock

2015-10-22 23:02 | Report Abuse

Minimum fair value for AA: 1.7 at its nta level.

Stock

2015-10-22 20:31 | Report Abuse

No wellington show up yet. Target price 1.71 before end of this month.

Accumulating time. Don't buy if can't hold long.

Stock

2015-10-22 18:02 | Report Abuse

Good idea ^_^

Stock

2015-10-22 17:36 | Report Abuse

Don't know company tax rate will be increased to improve government income.

Stock

2015-10-22 17:09 | Report Abuse

Scare off last minute selling.

Stock

2015-10-22 17:08 | Report Abuse

Terrible budget on the way?

Stock

2015-10-22 14:51 | Report Abuse

Operating statistic 3Q should be available by 2nd week of NOV.

Stock

2015-10-21 11:42 | Report Abuse

In consolidation mode

Stock

2015-10-20 12:46 | Report Abuse

firdausAhmad, you have done the great job with accurate prediction.

Stock

2015-10-20 12:43 | Report Abuse

Today's supporter may turn to naysayer on tomorrow, the cycle is repeating as long as AA is still attractive.

Stock

2015-10-20 12:36 | Report Abuse

I don't think TruthGod will wait at RM1 ^_^

Stock

2015-10-20 12:32 | Report Abuse

TruthGod will soon become one of AA supporter.

No permanent naysayer for AA

Stock

2015-10-20 09:44 | Report Abuse

High volume as well.

Stock

2015-10-19 20:15 | Report Abuse

No showing from Wellington yet. Base on the buy and sell transaction on last month, wellington still a net buyer.

Stock

2015-10-19 18:52 | Report Abuse

Wellington has not showing up yet, who has this capacity to absorb all the selling share recently?

Stock

2015-10-19 17:10 | Report Abuse

BY the way the 2016 budget is on the way. Another window dressing for KLSE?

Stock

2015-10-19 17:07 | Report Abuse

8wpwtmt8, if you are trading be careful as l have invested since months ago when AA experienced the darkest day at low of 78cent.

Stock

2015-10-19 16:58 | Report Abuse

8wpwtmt8 , nta 1.7 my target price before end of this month. Remember it is not 100% fool proof.

Stock

2015-10-19 16:11 | Report Abuse

sarifahselinder, still hold.

Stock

2015-10-19 15:56 | Report Abuse

Net Tangible Asset. I'm not Sifu.

Stock

2015-10-19 15:53 | Report Abuse

IT can't be always up. Be practical if there any correction coming on the way

Stock

2015-10-19 15:48 | Report Abuse

A phenomenon for AA

Stock

2015-10-19 15:45 | Report Abuse

It is true...

Stock

2015-10-19 15:42 | Report Abuse

Current RSI situation lead me to think about extremely oversold condition which lead AA trending down toward to 78cent months ago.

Exactly the same happen now but in opposite direction.

Stock

2015-10-19 15:27 | Report Abuse

Totally unthinkable when price trending down to 78 cent months ago.

Stock

2015-10-19 15:25 | Report Abuse

AA is one of top selection for trading.

Some sold last week but still Q at lower price hope to re-enter again to joining for potential upside.

Today seller anytime can be buyer soon.

The interest of AA is seemed irresistible....

Stock

2015-10-19 15:13 | Report Abuse

Estimate no big correction before price landed at its NTA level.