大马机场业务或被拖累 若关马航 亚航大利

http://www.klsescreener.com/v2/news/view/502280/%E5%A4%A7%E9%A9%AC%E6%9C%BA%E5%9C%BA%E4%B8%9A%E5%8A%A1%E6%88%96%E8%A2%AB%E6%8B%96%E7%B4%AF-%E8%8B%A5%E5%85%B3%E9%A9%AC%E8%88%AA-%E4%BA%9A%E8%88%AA%E5%A4%A7%E5%88%A9

Lol bro

i think you did not study SAMCHEM qtr report well

50% of SAMCHEM business from other countries (vietnam 30%, singapore and Indo 15%)

another 50% of SAMCHEM business from Malaysia



But take note, SAMCHEM hq is at Shah Alam laaaaaa helloooo, how they involve in the pollution lehhhh ??? you try use WAZE search SAMCHEM, it is locate at Shah Alam

Dividend 2 cents

http://www.theedgemarkets.com/article/contrasting-fortunes-airlines-and-og-players-crude-oil-price-stays-weak

http://www.theedgemarkets.com/article/contrasting-fortunes-airlines-and-og-players-crude-oil-price-stays-weak

http://www.theedgemarkets.com/article/%E5%8E%9F%E6%B2%B9%E4%BB%B7%E6%A0%BC%E4%BF%9D%E6%8C%81%E7%96%B2%E5%BC%B1-%E8%88%AA%E7%A9%BA%E6%B2%B9%E6%B0%94%E8%82%A1%E4%B8%A4%E6%A0%B7%E6%83%85

Chance .........

Follow the flowwwwwwww ...........

https://www.marketwatch.com/story/us-oil-books-worst-day-in-about-3-years-after-tanking-nearly-8-2018-11-23?mod=bnbh

http://www.theedgemarkets.com/article/contrasting-fortunes-airlines-and-og-players-crude-oil-price-stays-weak

http://www.theedgemarkets.com/article/%E5%8E%9F%E6%B2%B9%E4%BB%B7%E6%A0%BC%E4%BF%9D%E6%8C%81%E7%96%B2%E5%BC%B1-%E8%88%AA%E7%A9%BA%E6%B2%B9%E6%B0%94%E8%82%A1%E4%B8%A4%E6%A0%B7%E6%83%85

https://www.marketwatch.com/story/us-oil-books-worst-day-in-about-3-years-after-tanking-nearly-8-2018-11-23?mod=bnbh

8% drop only in 1 day .....

Time to switch......

Follow the flow ........

http://www.theedgemarkets.com/article/contrasting-fortunes-airlines-and-og-players-crude-oil-price-stays-weak

Heyyy, little monkey Bro, you cant compare like this laaa. U forgot 1 important thing laaaa. During 2017 US and Saudi no cooperateeee and the AAX share price, AAX at 2017 have not much potential to UP ! But now 2018 have potentialllll

Btw ,What price is AAX at 2017 ?
What price is AAX at 2018 ?

AAX at 2017 Average price around 0.40 sens la, you try check back AAX 2017 Chart, give U very very very very lucky only can get 0.35 sens

But Current AAX only 0.23 sens, Current AAX have much more POTENTIAL to Rise !!!

Short term, can go untill 0.24 or 0.25, Long term may go 0.27-0.28 sens or above 0.30 sens !!!

Somemore, what if No.1 and No.2 really make the promise? drive Oil price even lower ?


This time is not play play, World No.1 and No.2 Oil export country Donald Trump and Saudi is seriously want to push down the Oil price

with World No.1 and No.2 Oil country Cooperation, Trump already say want to drive the cost of crude EVEN LOWER !! Oil price have much more to drop.......



https://www.ndtv.com/world-news/donald-trump-celebrates-low-oil-prices-tweeting-thank-you-to-saudi-arabia-1951439

Aax 0.16, aa 2.0 , Hahaha, very hard loooio

Yesterday oil price only drop 8%

U may queue 0.16 and 2.0, try ur luck lo

https://tradingeconomics.com/commodity/brent-crude-oil

Brent Oil Price drop break $60 !!!!!!!!!!!!!!!!!!!
Crude Oil Price drop break $50 !!!!!!!!!!!!!!


Oil price now headinng back to $50-$60 time.....................

Hehe, i queue more lower lo, yesterday night queue at 0.215, thought many people will panic sell, wake up will match liao, bo luck ....

Tomorrow will drop but not much la, maybe 0.215-2.22, Of course la, sure got panic sell, see lost 4 sens, sure panic sell lo.
Not everyone will study the QTR report mah, But price will up back la, Once they realiase there are 138 millions is Impairment, and it was due to high fuel price. Now oil price is $63++ already, not like before Jun to Sep $75-85.

Others all cost all also decrease, only this IMPAIRMENT and Fuel expenses

I had compare this 3 years quarterly report, this quarter Performance is Good.


With 1077 millions Revenue, but only 90 millions Staff Cost, only 8%, others quarter Staff Cost around 9-10 %

Depreciation increase, it is Depreciation, not control by AAX, price of property, plant and equipment down then depreciate much, if price up , the depreciate less


Fuel expenses, Cost around 447 millions. If you compare with year 2017, there are only around 350 millions fuel expenses each quarter , If you compare with 2016, there are only around 250 millions each quarter.
There different is Very Very huge compare 2018 with 2017 or 2016, different around 100-200 millions !!!


But now High Oil Price is Over !! you can check back Oil price chart, Jun 2018 to September 2018 average brent price is around $75-80. But what you see now, Starting from October 2018 Oil price drop very kau ok !! From $80 drop untill now only left $63. Already drop $ 20

This is the reason Why those director say that coming quater result will be Good, that why, Oil Price now only $63, who also know coming will be good lo, oil price $60++


Maintenance and overhaul, this part AAX do EXTREMELY good, AAX is focus on Long Haul flight, this different with Air Asia, Air Asia is short Haul flight.

With higher Revenue, Maintenance and overhaul will be more higher, you know lo, use more plane, more flight, create more Revenue.

Now only cost 114 millions with 1077 millions Revenue.
You can compare with other quarter, NORMALLY Maintenance and overhaul cost AAX around 150-200 millions !!

From today Result, Compare with last 2017 QTR 3 cost 233 millions, this 2018 QTR 3 only 114 millions, save more than 100 millions already


2017 QTR 4, AAX Maintenance only 75 millions, that why at that time AAX price up around 10 %


User charges and Aircraft operating lease expenses Cost also decrease !! but not much only 10 millions each, it consider a bonus


Other operating expenses, hello, this 1 everyone also know lo, It is impairment !!!! Quarter report got mention IT IS IMPAIRMENT !!! One Off only !! If deduct this 138 millions, it is only 77 millions !! Check Page 26 of the qtr report


If not because Oil Price and Impairment, AAX this quarter is profit much, at least 50 millions profit, all the others cost Drop much,
Do take note, NOW oil price already drop, now $63 only , not like Jun 2018 to September 2018 $75-80.

u compare few quater, u will find out something,

btw, current price is 0.24, before qtr report moment is around 0.30-0.40

Study the report Carefully

Hints, * Staff Cost, *Depreciation, *MAINTAINANCE OVERHAUL,*Foreign exchange gains/(losses),Share of results of an associate,Other losses

http://www.enanyang.my/news/20181121/%E8%BF%87%E5%89%A9%E5%BF%A7%E8%99%91%E5%8A%A0%E5%89%A7-br-%E6%B2%B9%E4%BB%B7%E8%A7%A6%E4%B8%80%E5%B9%B4%E6%9C%80%E4%BD%8E/?fbclid=IwAR3wHM0Hul4qHDwHL_W7Y5w3Or1xTEv7Bt3kFcdJWl0cwuG1wJkeFfzqVcs

“Based on the current forward-booking trend, forward loads are ahead of the previous year. Bookings in the coming months are expected to be stronger year-on-year,” AAX said, not discounting headwinds like fuel cost pressures and intensified competition.

“Notwithstanding concerns over global trade tensions, demand in the short term is expected to remain healthy,” it added.

“The company expects operational cost ex-fuel to be lower in the coming quarters, as it starts to see fruits from its cost-saving initiatives, mainly driven by lower aircraft lease rates, cheaper ground handling at foreign stations and from unlocking operational network synergies with short-haul affiliates,” it said.

The airline is adding four aircraft to its fleet this year, two via leases by AirAsia X Malaysia, with one already delivered in October. AirAsia X Thailand is expecting the other two aircraft before year end.

KUALA LUMPUR (Nov 21): AirAsia X Bhd (AAX) was hit by a RM138.2 million impairment on an amount due from a joint venture in its third quarter ended Sept 30, 2018 (3QFY18)

AAX price drop from 0.34-0.36 sens to now 0.24 sens had already price in the rise in fuel price

If without Impairment loss rm 138 millions and the fuel price rise almost 120++ millions, this quater should be profit ....

As u can see Staff cost drop, Depreciation up(depreciation can't do anything), Maintenance and overhaul drop almost 100 millions (this 1 they are doing very good, save almost 100 millions), Other operating expenses (because of the impairment)

*Included in the total impairment of receivables is RM138.2 million (30 Sept 2017: Nil) relating to lease rental
and maintenance reserve due from a joint venture through a third party leasing intermediary.

Page 20

Note 19

The Group recorded a net loss of RM197.4 million in 3Q18, compared to the net loss of RM57.4 million in
2Q18. The recorded losses are mainly due to impairment as described in Note 19 and seasonal pattern in line
with the business trend of the Group.

It was because impairment and feul price


The net operating loss for the group in 3Q18 is RM205 million (3Q17: Net loss RM60 million). This was mainly
contributed by increase in average fuel price from USD65 per barrel in 3Q17 to USD91 per barrel in 3Q18. In
addition, the Group has provided an impairment on amount due from joint venture amounting to RM138.2
million (3Q17: Nil)


Page 26 got say ...............

S P Setia said it had secured sales of RM3.21 billion during the nine-month period.

"The sale of commercial assets of Battersea Power Station — Phase 2 to Permodalan Nasional Bhd and Employees Provident Fund Board, is anticipated to be finalised imminently.

"The said transaction will enable more efficient application of equity in the project," S P Setia said, adding that the negotiations are making good progress.



http://www.klsescreener.com/v2/news/view/456956/lack-of-contribution-from-battersea-cuts-s-p-setia-3q-net-profit-by-81

“我们将Battersea Power Station第二期商用资产脱售予国民投资机构（Permodalan Nasional Bhd）及雇员公积金局（EPF）的计划，预计即将敲定。”

实达集团说：“谈判进展良好，这宗交易将使项目中的股权更有效地应用。”

Yahooooo, up up up

FRIDAY (NOV 2nd) = Budget 2019

MONDAY (NOV 5th) = Trading day

TUESDAY (NOV 6th) = Deepavali

TUESDAY (NOV 6th) = US midterm elections

Don’t forgot about the SKIN PROJECT OK

I will hold , this stock at least worth 65 sens

Yess !!!!!

Buy today or tomorrow u no chance buy already

Big Shark Are coming in

Go ! Go ! Go !

Buy ! Buy ! Buy !

（吉隆坡31日讯）森那美產业（SIMEPROP，5288，主板產业股）主席丹斯里洁蒂表示，该公司脱售英国巴特西发电站再发展计划第2阶段的交易，相信將能在明年首季完成。

她在森那美產业的股东大会后，向媒体如此表示，对能够在明年首季完成上述交易深具信心。

早前，森那美集团的大股东--国民投资机构（PNB）和僱员公积金局（EPF）计划，联手向森那美產业和实达集团（SPSETIA，8664，主板產业股）买下巴特西发电站股权。该交易完成的期限已被展延数次，最新的期限是今年12月31日。洁蒂同时也是PNB主席。

Confirm by Zeti

http://www.orientaldaily.com.my/s/265824

Hoho battersea continue

Haizzzzz, can throw liao this counter

Today so many up, but sunway down

http://www.klsescreener.com/v2/news/view/450150/good-response-to-s-p-setia-s-uno-melbourne-apartments

NTA Rm 2.22

PE only 6x

Order book 7000 millions !!!!