Ferisc

Ferisc | Joined since 2013-08-19

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Stock

2015-10-07 12:31 | Report Abuse

If only one option l 'll go for unlikely to happen.

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2015-10-07 12:30 | Report Abuse

The scale of monies required for privatization made me think it is unlikely...but not impossible

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2015-10-07 12:18 | Report Abuse

no way to get nod from them at this price

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2015-10-07 12:16 | Report Abuse

At 1.35, EPF & wellington will sure at loss. Their average price for their share holding portion is easily above RM2

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2015-10-07 12:13 | Report Abuse

This is old news dated back to 2008 where attempts was to privatize the AA but it was not successful due to insufficient funding if not mistaken.

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2015-10-07 11:12 | Report Abuse

rizerlee, would like to hear from you any comment on the recent/current development of AA & IAA?

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2015-10-07 11:11 | Report Abuse

Doubt of IAA might be suspended its operation is now clear.

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2015-10-07 11:07 | Report Abuse

Redeemable preference share

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2015-10-07 11:04 | Report Abuse

Good news all come together.

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2015-10-07 11:03 | Report Abuse

Good news: Negative equity issue of IAA resolved.

AirAsia others meet Indonesian 'positive equity' rules, no suspension

JAKARTA: The Indonesian government has declared 13 airlines to have turned their equity positive and would not face suspension, including Indonesia AirAsia, the Investor Daily reported, quoting Suprasetyodi, transport ministry's director general for air transportation.

The government found these airlines to have "negative equity" in July, the paper said.

The airlines, whose value of assets used to secure a loan was less than the outstanding balance of the loan, were told to raise their equity by September or face suspension of their operating licences, the paper said. - Reuters

Stock

2015-10-07 10:00 | Report Abuse

DBS alliance report has had factor all the worst scenario including the unrealized impairment loss, increased operating cost due to US dollar appreciation. And yet they call at RM1.05.

Unreliased impairment loss of RM1861million due from its asscoaites is overdo and not practical.

Is PAA & IAA going to close operation?Making loss continuously? Unable to serve debt forever? If Yes, then one gonna trust DBS Alliance target price.

Stock

2015-10-07 09:52 | Report Abuse

Crude oil will maintain low for remaining this year and 2016 due to supply glut

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2015-10-07 09:49 | Report Abuse

I think GMT is more successful as far l know

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2015-10-07 09:39 | Report Abuse

Inverted Head & shoulder released?

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2015-10-07 09:32 | Report Abuse

Another Ananda Krishnan in making?

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2015-10-07 09:30 | Report Abuse

Following the way of Ananda Krishnan, delist--> relist?

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2015-10-07 09:27 | Report Abuse

TF wishful or wishing to be successor of Ananda Krishnan after making big efforts to turn AA into big empire?

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2015-10-07 09:24 | Report Abuse

NTA: RM1.7, RNAV >RM2.

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2015-10-07 09:22 | Report Abuse

Right, just follow the trend. We can't against the strong current

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2015-10-07 09:20 | Report Abuse

TF alone l think is lack of fund to do so. If TF really have intention to privatize AA, that mean he have seen the potential of associates to turnaround is high.

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2015-10-07 09:18 | Report Abuse

I mean the major shareholders are finally the owner/shareholder of privatized company. After getting associate turn around, relist AA later so that each of them can enjoy the fruit.

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2015-10-07 09:16 | Report Abuse

Right, JJchan. Is it possible to work out a privatization plan which including of major shareholder?

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2015-10-07 09:03 | Report Abuse

Just make assumption, privatization at RM2++, few year later if their associate all turn around, relist it at RM3 or above

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2015-10-07 09:02 | Report Abuse

Delist & relist getting bigger money like what happen to Maxis? Is it possible?

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2015-10-07 08:55 | Report Abuse

Those hoping at RM1.00 is unlikely to happen in short term.

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2015-10-07 08:54 | Report Abuse

By the way privatization news is out in major newspaper.

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2015-10-07 08:51 | Report Abuse

If privatisation really take off, AA worth at least RM2.00 based on RNAV from RHB IB

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2015-10-07 08:50 | Report Abuse

Privatisation, internet of thing, monetization of big data, merger...AA is seemed always in transformation for the betterment.

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2015-10-07 08:48 | Report Abuse

Too many good news to digest now ^_^

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2015-10-06 23:28 | Report Abuse

paperlane 2, privatisation is unlikely but not impossible. Privatisation at RM1.00 is impossible in my point of view.

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2015-10-06 23:05 | Report Abuse

It won't press down price. Those have not buying yet might worry price will shot up tomorrow. But no worry, whether privatisation will happen remains to be seen.

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2015-10-06 23:02 | Report Abuse

I just reviewed the DBS alliance report of target price for AA at RM1.05. They derived this target price after including write down of RM1861 million of non current amount due from associate IAA & PAA... etc. This equally assumed that its associates are unable to turn around, continous in making loss, fail to pay debt and at brink of close operation.

It might too much in providing such a worst scenario while there's signs that PAA will breakeven or turnaround in 2016 and IAA is in efforts rejuvenating itself to improve its operating result which might finally turn into profit by 2H of 2016.

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2015-10-06 19:21 | Report Abuse

Look like news is out. Let see how receptive this news to investor. Joke of the year 2015? TBD.

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2015-10-06 18:13 | Report Abuse

If this news is widespread and reaching out to many, it was able to prod up the AA share at least for the short term.

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2015-10-06 18:03 | Report Abuse

There's no need to insult SJKC.

Look at the scale of monies required for privatization, it is unlikely to happen.

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2015-10-06 16:54 | Report Abuse

I think Indon will give IAA a go after evaluating the documents.

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2015-10-06 16:42 | Report Abuse

AA stay flat waiting news announcement from Indonesia Transportation Ministry.

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2015-10-06 16:37 | Report Abuse

Indonesia Transportation Ministry will soon announcing whether IAA will meeting the GOVT positive equity requirement after evaluating the documents submitted by IAA.

Two possible way to meet positive equity requirement:

a) capital injection alone
b) Merger with IAAX + capital injection

Option B is probably have higher chance.

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2015-10-06 09:12 | Report Abuse

useful info, thanks.

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2015-10-06 07:37 | Report Abuse

Fed rate hike delay probably for another 6 months or more. USD appreciation might be peaking and the reverse is go now.

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2015-10-05 21:31 | Report Abuse

Ignissimia, look to me is more like an inverted H & S.

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2015-10-05 20:51 | Report Abuse

Mmss, any cons on AA since most of us are upbeat on AA?

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2015-10-05 17:20 | Report Abuse

Seem something good in brewing?

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2015-10-05 17:19 | Report Abuse

RM1.23, strong support with more than 6 million in buying Q

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2015-10-05 16:56 | Report Abuse

Air_Asia, thanks.

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2015-10-05 15:54 | Report Abuse

Air_Asia, could you share the news from The Edge?

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2015-10-05 11:45 | Report Abuse

Thanks for sharing.

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2015-10-05 11:20 | Report Abuse

ignissimia, what is that mean?

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2015-10-05 11:04 | Report Abuse

US/RM: 4.4, AA at RM1.23. US/RM: 3.8, AA at RM??