I no longer hold this stock, cleared everything at RM1.90+ and made quite good money in about a month.

I still think this is a good stock, but I needed the money for another better return stock (>100% up).

Good luck guys! I may be back if i have no better stock to play.

you made only 1 assumption and it is a wrong one. You should get help in understanding how airline catering works, especially for Brahim's. By reading what you have written, i feel sad for you brother.

Thanks Tornado and other friends here.

I am still very consistent. I am still expecting more business deals and dividends from Brahim's.
And I also mentioned earlier that Tabung Haji is not selling- in fact they bought some when the share price is on its way down (today's announcement)

This is probably my 4th time saying it here. Please ask about business deals and dividends at the AGM. Do request them to be more specific on the timeline.

Hai guys, for those who know me, u can check out my blog once in awhile. I like sharing money making ideas. But i dont share everything on my blog. For those who want to know my track record and persistency can read my previous postings. I like comments, both bad and good. If i sounded bad to anyone, really sorry. My only intention is to make money, not enemy. Happy making money!

I think our definition of fundamental is different. Making money out of Apple was a no brainer. Anyway,we should keep the chat on Brahim's.

There are a lot. I will just name you the biggest one, Apple.

I have seen a lot of stocks crashing with no change in fundamental. Just the timing is not right with poor market sentiment. 100% of the time i make big money (70% to 100%+ capital gain) out of these type of stocks. The inflection point for Brahims will be its new business deal or better dividend policy.

Good news? = new business deal or a good dividend policy. This is maybe the 3rd time me saying here. Please ask them these at the AGM.

Airport catering businesses are transacted at more than 18x PE around the world. But i do hope this to go down to 0.90 so i can make this the only stock in my portfolio, provided fundamental is intact.

someone is pushing up the price and blocking it at 1.70 since yesterday

AllianceDBS FY14 EPS is going to be wrong! 10.9 sen is too low and illogical. Mark my word, Actual EPS for FY14 is going to be at least 20% higher than that analyst forecast.

This is a one interesting stock. I am going to see good earnings momentum but share price is not reacting to it, at least for now.

This stock is very simple.

Just from the in-flight catering business with no growth from next year onward, the company can pay you about 7.5% dividend yield at current price RM1.70.
The 7.5% doesn't include the following potential contributions:
1. I think you can at least expect 10% growth for the next 3 years just from KLIA2.
2. What if the Japan deal kick in?
3. What if business opportunities from Tabung Haji kick in?
If all the above kick in, i can imagine of collecting 10% dividend yield every year.

When will i sell this stock? No additional halal food business deal + no 4% dividend = sell

Why good management? Although they might have made a mistake in buying 60% stake in the sugar business, they are smart enough to evaluate the current situation and potentially change their mind before burning more cash. They are not a bad management because bad management burn cash to buy profit without adding shareholders' value.

At the AGM, someone please ask about dividend and potential halal food business deals! I wont be there to ask. Thanks.

The sugar business issue was highlighted in the 2013 annual report. I reminded u guys to read but dont think anyone bothered. MAS issue was clarified in the 2013 annual report as well.

I never liked the sugar business due to heavy capex and has nothing to do with its halal food business. So a potential divestment of that business is a good news to me.

What i am expecting from this stock is a minimum 4% dividend. Although i think 8% is achievable at current price. And i expect the company to close some deals soon and grow its inflight catering profit.

Im still accumulating this because of their halal food expertise and i know tabung haji cost is much higher than me and i dont see them selling. And i trust the management for their honesty.

Imagine no sugar = what will they do with the cash?

Where are all the sellers?? so less volume now, please dont stop dumping cuz i am accumulating... a lot

If MAS wont stop operation and have to source in-flight meals from Brahims, where is the problem then?

Will MAS stop operation if MAS go bankrupt?

The latest shareholding change was Tabung Haji increasing stake from around 10% to 15%.

I think they are fighting for a strategic stake.So are EFP, KWAP and LTAT? There are simply not enough shares for these big guys. I think Tabung Haji won the fight by increasing its stake from around 10% to 15%. To get Brahims more business opportunities, it is better to have Tabung Haji . Those are my guess. Do ask them at the AGM.

What i know is MAS must fly. Else the RM50bn GNI from tourism is at risk which Malaysia cannot afford to loss.

Despite the MH307 incident, international passengers at Malaysia Airports grew double digit in March and April. I think Brahim's is telling the truth about good prospect in their quarterly results.

Please ask about dividend at the AGM - I think this stock is going to provide at least 4-6% dividend yield this year. This is going to be a growth + dividend stock.

I think those Brahim's products at Supermarket are not belong to the listed Brahim's. Those products are still under the private company which has yet to be pumped into the listed Brahim's.

Dont forget to read the chairman statement in the 2013 annual report

How is not answering my question makes you a non ignorant?

Why would cheapskate AirAsiaX source inflight meals from Brahim's?
Why would the Malaysian Government emphasis so much on RM1bn losses in MAS when Malaysia is getting RM51.5bn GNI from tourism?
Why is Tabung Haji getting a strategic stake in Brahim's?

You haven't answer my question:
You mean MAS can charge their customers for meals without paying Brahim's a single cent?

So MAS doesn't need to pay for utilities, staff costs, fuel etc? If this is the case, it is not a bankruptcy anymore, it is call close shop.

I don't understand why is a potential MAS bankruptcy a problem for Brahim's? Unless you are telling me a bankrupt company can continue charging customers without paying suppliers which makes no sense to me.

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