Koyee

Koyee | Joined since 2018-11-28

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Stock

2019-06-27 16:03 | Report Abuse

Philippines as i said they are confident they will become the largest airline there. The local partners have right to raise or reduce their shares I don’t think it matter much as long as they are on the same page strategy and business wise. The shares raised are not from airasia. Air asia will not reduce their shareholding as they intend to be relevant whichever market they are in.

India is the same in regards with shareholding. There are regulations they have to follow. So if they can only hold 49% they will hold 49% whether local partners want to increase or not its up to them. I guess its a good sign that your local partners have faith and buy more shares into the joint venture.

In china they pulled out because they were offered only 25% in the JV. They want to have at least 49%. They are currently negotiating a JV deal of 49% and if it went well there shall be an announcement.

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2019-06-27 15:53 | Report Abuse

1 lot or in today’s term 100 shares can attend any company AGM. Actually you can ask your remisier to buy odd shares 1 share that’s the real minimum and odd shares are cheaper if you want to buy just for the sake of attending an AGM before deciding to invest further or not.

But be aware that odd shared are not readily available and even if u succeeded to buy it will be very hard to sell it off if u intend to. Usually investors take it as entrance fee to agm and the cost is peanuts compare to what information you may be able to retrieve from agm.

Stock

2019-06-27 14:37 | Report Abuse

oh yeah... forgot about share buyback...

well it has and always been that when a company proposes share buy back that doesn't mean that they will actually do it.. it will remain as an open option and whether they will actually buyback shares is another story altogether.... it depends on the board's decision..

and if they do they mentioned that they will buy back shares and then probably delete it. the result of such action is that there are fewer shares floating hence higher earnings per share which translate to higher dividend per share.

now take note. it is a proposal and it has passed and that management now has the authority to buy back shares on the open market but that doesnt mean that they will DEFINITELY do it.. they may not do it after all and re-propose again next year or whenever they deem fit.

ciao~

Stock

2019-06-27 14:31 | Report Abuse

you guys are most welcomed. i know not everybody can make it to AGM. Just sharing. No harm. Not a buy or sell call. Analyse yourself and don't listen to the others. You're investing your own money. If you like it buy, stay and hopefully see it bear fruits. if you don't just move along. Don't have to come here spread negativity... if everybody thinks the same way.... then the share market will collapse...because there will be no other side to trade with... if u get what i mean...haha

even analysts have different Target prices...and i don't see them arguing or posting shit about each other... because they are adults...so....yeah... good luck and all the best....

Stock

2019-06-27 14:20 | Report Abuse

I left once the voting session begins cos it will all be passed anyways.

15 - oil price hedged as one of the members mentioned but i would like to add management is bearish on oil for long term..short term volatility is normal due to political tension but in the sense of demand they are bearish on it. new planes are more fuel efficient anyways.

16 - shareholding - foreign holding dropped from 50% to about 30% - whether due to bursa sentiment as a whole or company prospects is up to your judgement. i believe foreign holding in Bursa generally has dropped not only AA.

17 - in terms of Airasia.com revenue outlook. The numbers are 100 million ppl buy tickets from the website a year. So if they manage to sell hotel/activities/ourshop/tuneprotect any of these lets say about rm30-40 revenue and times that to only 10% of the 100million. That's the forecast. This was answered to a question posed by the floor.

i think thats about it and if it matters to you, the management will launch an app for all the employees for them to manage their stress and mental health. it consists of nutritionist / psychiatrist / cheaper insurance premium (if an employee quits smoking etc).

p/s : invest on your own risk.

Stock

2019-06-27 14:07 | Report Abuse

no free ticket only santan meals as breakfast.

add some more:-

12 - strong hint to remain .12 cents dividend this financial year.

13 - very confident of winning law suit against MAHB and they will fight to the end.

14 - indonesia is growing alot faster in fact they're taking the most planes additions.

hmm...what else....if you have any questions just fire away i may missed some parts busy checking out air stewardess..

Stock

2019-06-27 13:57 | Report Abuse

Sorry gotta drive back from klia hence the short comment.

1 - china is negotiating a deal if they can get at least 49% (their limit) instead of current regulation 25% they will announce soon. Apparently the chinese gov like airasia because they fly to places other airlines doesn’t fly.

2 - quite confident Philippines airasia will be the largest airline in Philippines soon and ipo is around the corner.

3 - due to accounting practices 2nd quarter numbers won’t be rosy as well. Although cash flow will be positive as usual. 3rd and 4th Q numbers may recover. Net profit wise.

4 - post dividend, net cash flow will be about 2b ringgit. Cash from aircraft sales will be coming in starting july.

5 - vietnam still looking for a suitable partner.

6 - baggage fees will be adjusted (raised) depending on routes due to competition from “teleport” for belly space.

7 - management continues to put cost cutting as number 1 priority.

8 - bigpay will become a bank (digitally) pending license from bank negara and will be launched in Singapore/thailand/Indonesia (basically asean) by wholly owned subsidiaries/joint venture depending on regulations.

9 - every year target to add 20-30 planes. May continue to lease planes as it is cheaper now (cash wise not accounting wise) until interest rates are down then possibly go back to owning planes.

10 - will post updates on investors they met in US for their digital business.

11 - will open one or two f&b outlets in klang valley (santan and t&co) own a few the rest may be franchised. Nothing significant here.

What else u want to know its one of the longest agm ive been i may missed out some stuff cos i wasnt taking any note.

Stock

2019-06-27 12:56 | Report Abuse

I went.. tips.. hold on tight

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2019-06-16 22:48 | Report Abuse

Posted by Secrecy > Jun 7, 2019 11:52 AM | Report Abuse

Public mutual fund bought in 114300 units
_______________________________________________________________________________

Posted by Secrecy > Jun 7, 2019 10:11 AM | Report Abuse

At 9.12am, , EPF bought 500000 shares at RM 2.89"
_______________________________________________________________________________

The above two comments posted by dear Secrecy. He mentioned EPF bought 500000 shares at rm2.89 on 7th June 2019.

Today is 14th June the 5th working day since EPF "supposingly bought" as per secrecy said on 7th June. Today announcement EPF acquired 1.3million shares on 11th June. There were no announcement for EPF acquiring anywhere 7th-10th June. What a big fat liar.

He also claimed the following:-

_______________________________________________________________________________
Posted by Secrecy > Jun 7, 2019 10:31 AM | Report Abuse

I directly asked my friend who works in Bursa. They recorded our share holdings details into CDS.

_______________________________________________________________________________
Posted by Secrecy > Jun 7, 2019 3:13 PM | Report Abuse

Those in this forum who dares to tell your CDS account , I can check whether you are holdings Air Asia or talk cock.

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Posted by Koyee > Jun 7, 2019 4:08 PM | Report Abuse X

This is my cds number 063602031 i’ll tell u i have shares in AA now u tell me how many shares. Dear secrecy.

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Posted by Secrecy > Jun 7, 2019 4:17 PM | Report Abuse

Koyee:

To be honest with you, we concerned only with big player. We small potato just talk cock .

As long as big player comes in.

I got 20000 shares in Air Asia.

How many shares does you own has nothing to do with our gain, since you are also small potatoe, not worth to waste resources and relations to do " negligible thing".

Our target aims big player .

_______________________________________________________________________________



I challenged his enthusiasm because i really am quite confident that this is one big fat stupid liar who doesn't even know how to tell a lie. Well time will tell and today we already know. Look at his response....excuses...hahaha.. when ppl up his challenge straight away lose balls. I usually don't bother what forumers post even if bullshit because its really normal here...but when you want to lie and mislead ppl by telling ppl u have friends in bursa this is too much... so everybody judge for yourself....if you still choose to believe this fella or anyone else in this forum before doing your own due diligence..good luck to you. To secrecy...you stupid pariah...i hope you will find karma soon. all the best.

Stock

2019-06-14 17:52 | Report Abuse

"Posted by Secrecy > Jun 7, 2019 11:52 AM | Report Abuse

Public mutual fund bought in 114300 units
_______________________________________________________________________________

Posted by Secrecy > Jun 7, 2019 10:11 AM | Report Abuse

At 9.12am, , EPF bought 500000 shares at RM 2.89"
_______________________________________________________________________________

The above two comments posted by dear Secrecy. He mentioned EPF bought 500000 shares at rm2.89 on 7th June 2019.

Today is 14th June the 5th working day since EPF "supposingly bought" as per secrecy said on 7th June. Today announcement EPF acquired 1.3million shares on 11th June. There were no announcement for EPF acquiring anywhere 7th-10th June. What a big fat liar.

He also claimed the following:-

_______________________________________________________________________________
Posted by Secrecy > Jun 7, 2019 10:31 AM | Report Abuse

I directly asked my friend who works in Bursa. They recorded our share holdings details into CDS.

_______________________________________________________________________________
Posted by Secrecy > Jun 7, 2019 3:13 PM | Report Abuse

Those in this forum who dares to tell your CDS account , I can check whether you are holdings Air Asia or talk cock.

_______________________________________________________________________________
Posted by Koyee > Jun 7, 2019 4:08 PM | Report Abuse X

This is my cds number 063602031 i’ll tell u i have shares in AA now u tell me how many shares. Dear secrecy.

_______________________________________________________________________________
Posted by Secrecy > Jun 7, 2019 4:17 PM | Report Abuse

Koyee:

To be honest with you, we concerned only with big player. We small potato just talk cock .

As long as big player comes in.

I got 20000 shares in Air Asia.

How many shares does you own has nothing to do with our gain, since you are also small potatoe, not worth to waste resources and relations to do " negligible thing".

Our target aims big player .

_______________________________________________________________________________



I challenged his enthusiasm because i really am quite confident that this is one big fat stupid liar who doesn't even know how to tell a lie. Well time will tell and today we already know. Look at his response....excuses...hahaha.. when ppl up his challenge straight away lose balls. I usually don't bother what forumers post even if bullshit because its really normal here...but when you want to lie and mislead ppl by telling ppl u have friends in bursa this is too much... so everybody judge for yourself....if you still choose to believe this fella or anyone else in this forum before doing your own due diligence..good luck to you. To secrecy...you stupid pariah...i hope you will find karma soon. all the best.

Stock

2019-06-07 16:24 | Report Abuse

So i guess you were just talking cock when u posted that eh. Hehe

Stock

2019-06-07 16:24 | Report Abuse

I agree. I asked because if you can prove it then we will all know whether your info can be trusted or not. Btw it doesn’t really matter whether u can prove it or not we’ll know next week if there’s announcement that EPF bought 500000 shares today.

Also because you dared people in the forum so I gladly obliged.


Secrecy Those in this forum who dares to tell your CDS account , I can check whether you are holdings Air Asia or talk cock.
07/06/2019 3:13 PM

Stock

2019-06-07 16:08 | Report Abuse

This is my cds number 063602031 i’ll tell u i have shares in AA now u tell me how many shares. Dear secrecy.

Stock

2019-04-16 15:43 | Report Abuse

hi all...in @ 0.23 lets hope for the best =)

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2019-04-10 20:49 | Report Abuse

Stock: [AIRASIA]: AIRASIA GROUP BHD
Mar 15, 2019 7:18 PM | Report Abuse

In @2.75 first year 200m revenue from red cargo looks interesting.

Bought more today, averaging @ 2.66

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2019-03-26 10:16 | Report Abuse

in @ 5.12 today.

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2019-03-26 09:58 | Report Abuse

in today @ 0.43

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2019-03-21 15:22 | Report Abuse

hi all, just joined @ 0.68 lets hope for the best =)

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2019-03-19 20:20 | Report Abuse

I bought this share right before Stanley Thai's court case was in the news averaging 2.12.

When the share dropped to 1.60 in just a few days my balls also followed.

Luckily, patience served me well. Yearly 7% dividend with a very good margin of safety.

I guess we'll have to wait for the next catalyst for it to move. Hopefully contact lenses have good news soon.

I know of a company in Malaysia owned by an Indian couple producing and supply only colour lenses (oem), they are making millions (not listed though). This is why i believe Stanley when he said contact lenses operation are already cash flow positive. OBM may take more time though.

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2019-03-15 19:18 | Report Abuse

In @2.75 first year 200m revenue from red cargo looks interesting.

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2019-03-13 13:22 | Report Abuse

got it yesterday @ 8.40

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2019-03-08 19:28 | Report Abuse

Queue 2 days 8.40 no match so low volume anyone wants to sell? :)

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2019-03-08 19:23 | Report Abuse

In 12.76 2000units. Long term. Will top up if drop further.