TtreeInvestor

TtreeInvestor | Joined since 2018-10-23

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Stock

2018-11-19 11:59 | Report Abuse

6million volume for half day in an overall red market today. It will reach 4 after annocument to push further to index.

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2018-11-19 11:40 | Report Abuse

When announce later the share price will fly again.

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2018-11-19 11:40 | Report Abuse

Seem like Cindy source is correct.

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2018-11-19 09:42 | Report Abuse

No HooHa today?

Stock

2018-11-19 07:57 | Report Abuse

https://www.financialexpress.com/opinion/tata-wont-secure-jet-airways/1385814/

See. Airasia India is just a rumour since it is unlikely TATA to secure the JetAir deal.

Stock

2018-11-19 07:32 | Report Abuse

May not be confirmed, but it is very likely.

Stock

2018-11-19 07:32 | Report Abuse

Why this quarter announcement dividend is possible?

1) this is the last quarter able to announce interim dividend which does not need AGM approval

2) next quarter annocument is 4th quarter. Which only can wait final dividend to announce which may need wait until May 2019

3) the next interim fan only announce on 1st Q 2019 also may 2019 if miss this round.

If the loan of TF have a date, then it may need to catch up the time line of this round.

Stock

2018-11-18 16:13 | Report Abuse

AirAsia going to be an assets and liabilities light company after disposal.

For Indian joint venture business, it seem negative. But think deeply, it is not so easy to terminate the joint venture relationship some more the Indian partners involving in the same airline industry. It will have non competition clause in Joint venture agreement, I.e. after termination, the relevant partners cannot involve in any same business within how many years.

It looks easy to terminate the relationship, but technically will have some bottleneck. Or even involve compensation to Airasia for the initial investment.

Stock

2018-11-18 08:34 | Report Abuse

Good to hear still got people asking people don't buy or even sell. Just wonder.

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2018-11-16 22:08 | Report Abuse

If you not believe, if there is no special dividend, you see how the AirAsia share price will drop. It may drop below RM2.50 which i believe it is Margin Call price of TF and DK.

Stock

2018-11-16 22:05 | Report Abuse

Just ride the wave, this is not something surprise item, but is a corporate exercise which also help to optimise the true value of the shares.

Stock

2018-11-16 22:04 | Report Abuse

Seriously speaking, I have been tracking Tune Live Sdn Bhd's funding movement thru SSM search for quite some time after previous announcement it obtained loan to buy its additional 15% shares.

TF and DK obtained a loan of RM1.8 billion 2 years ago, which using RM1 billion to buy the additional private placement shares 15% (you can track back the announcement near end 2016 early 2017). This loan is secured by all of its 30% Airasia shares (15% + 15% or equivalent to total 1billion shares). Which I believed is about 50-60% shares margin.

December 2018 is the end of 2 years, it is likely the loan need to be repaid. So where is the money come from?

Assuming utilisation of RM1 billion only, during the period, after they bought the shares. There are 3 interim dividend of RM0.12 each time totalling RM0.36.

They received RM360m previously, so if want to repay the balance of RM700m, then it is required at least RM0.70. This is assuming, they dont want maximise they repayment of another balance RM0.8 billion.

In SIMPLE, they would need this special dividend to settle their loan.

Stock

2018-11-16 20:35 | Report Abuse

Anyhow, the special dividend is denominated in RM.

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2018-11-16 20:34 | Report Abuse

Airline business rely on USD denominated currency expenses such as fleet gasoline, rental/lease from US based company and so on. It is important to keep the cost in line.

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2018-11-16 11:36 | Report Abuse

4.5 then will reach 15b

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2018-11-16 10:40 | Report Abuse

Investor48 is correct. TF also need special dividend to repay loan mah and at the same time target to go into index shares. Sure push up lah. Money from the sky, why want to move opposite way from it. This is shares market!

Stock

2018-11-16 10:02 | Report Abuse

Then we collect

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2018-11-16 10:02 | Report Abuse

No worry. Retailer can sell now. Wakaka

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2018-11-16 09:48 | Report Abuse

22 November is planned to announce quarter results.

Stock

2018-11-16 09:46 | Report Abuse

It will, the current portion is not reflecting special dividned.

Stock

2018-11-16 09:45 | Report Abuse

Logically thinking, if now announce special dividend, will it further up?

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2018-11-16 09:31 | Report Abuse

Then waiting for annocument of special dividend. It will reach 4 by Dec 2018

Stock

2018-11-16 09:31 | Report Abuse

Next is 3.20 resistance loh

Stock

2018-11-16 06:53 | Report Abuse

In fact the oil industry, in this stage, is more like the final cash milk out because the new power source is "allowing" to be commercialized in near future.

You just study a bit how Saudi Arabia movement, then you will know something. When the oil is irreplaceable, you can see their behaviour. However, for this 1-2 years, their so called King need to pay their visit all around the world. Because they like? or they need? Think about that.

To monitize the physical assets may not be a wrong move which eliminate the heavy borrowings subject to interest rate and forex movement exposure.

Look at Agoda.com, Booking.com, if you always travel and stay hotel, they not owned the physical assets and its associated heaving borrowings. But they are entitle 15%-25% commission on the room rate, it is 15-25% of revenue instead of profit.

Maybe digitalization of business is a bit too far for investor. But apparently, AirAsia Group now having "not bad future" plus "cashpile of RM5billion-RM6billion or equivalent to RM1.20 per shares" plus "major shareholders also have aligned interests to optimise the share price".

Stock

2018-11-15 19:12 | Report Abuse

Hi, TF gang. Let's goreng!

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2018-11-15 19:11 | Report Abuse

Everyday Friday meh? Tomorrow may have profit taking activities first before rocket up next week. Next week will be crazy since the quarter annocument very near d. Normally the dividend will announce together.

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2018-11-15 16:25 | Report Abuse

Going back to 10billion market capitalisation group soon

Stock

2018-11-15 16:17 | Report Abuse

A master blueprint for transportation also not publish then change because want to change.

Stock

2018-11-15 16:16 | Report Abuse

This PH Government don't know do what. Some time want protect local business, some time say welcome competition. Sometime say no monopoly of airport, but some time increase the PSC and Levy.

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2018-11-15 14:56 | Report Abuse

Can expect 0.80 to 1.00. which still have rm1.5billion.

Stock

2018-11-15 14:56 | Report Abuse

Can expect more lah Godiva, rm0.50 x 3.3billion shares only rm 1.65billion. still have huge cashpile of rm3-4billion.

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2018-11-15 13:58 | Report Abuse

Assuming rm5billion cash divided by 3.3billion shares number it is about rm1.5 per shares. Just imagine the financial ability to pay the dividend.

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2018-11-15 13:47 | Report Abuse

Comfortably 80cents lah.

Stock

2018-11-15 13:13 | Report Abuse

See, pandai pandai AmInvest put AirAsia in Stocks on Radar. Time to promotion log.

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2018-11-15 11:51 | Report Abuse

Market response from new retailer investor still under observations. Unless the share price mark up further, then they won't simply dump in bundle of cash to just for long term investment.

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2018-11-15 11:49 | Report Abuse

Don't forget, the AirAsia now is the most cash rich and profitable at all time HIGH. This is the best time to push the market capitalisation into the index shares. It is one of the most reputable brand really created by Malaysian in short period of time. Internationally recognisable. You can comment their service is not the best, but you cannot deny how hard this company management building the brand name and model of business. This have to salute.

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2018-11-15 10:55 | Report Abuse

That's the time share price crazy. Now? Kacang puteh sahaja lah.

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2018-11-15 10:55 | Report Abuse

You will see this shares after pushing, next week will go into everybody radar.

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2018-11-15 09:49 | Report Abuse

Someone is pushing upwards to form the technical chart uptrend

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2018-11-15 09:46 | Report Abuse

Don't be surprised the share price will up until 4 by year end

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2018-11-15 09:46 | Report Abuse

Next week will until 3.20 then only announce special dividend

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2018-11-15 09:42 | Report Abuse

Testing rm 3

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2018-11-15 06:50 | Report Abuse

I believe some most interested/beneficial party or its representative is in this forum.

But we are more interested see how to price to push up further to benefit us as well at the same time.

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2018-11-15 06:48 | Report Abuse

Share market is only trading the confidence level. Nothing more than that.

Since the major shareholder shares pledged for obtaining loan previously, it is required to be repaid within the stipulated period. The movement of share price direction, to retail investor, it may looks YOYO and stupidity; but for major shareholder, it is a MUST trend.

Stock

2018-11-14 14:29 | Report Abuse

Disposal of AAExpedia. Completion during 3q.
Disposal of AAC. Batch 1 and 2. Completion during 3q.

This 2 profits on disposal already how much d.

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2018-11-14 10:35 | Report Abuse

By noon to hit 10m volume?

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2018-11-14 10:34 | Report Abuse

7m volume in one and half official trading hours