GOT please work, i want to buy.

Pekor, my sincere advice. Keep it don't sell. You sell later you sure regret. BB is playing psychological game.

It seems that everyone goreng with Zika even though they know not much effect. False catalyst to create bubble.

Haha, GOT, AA price is well controlled by BB and FF. It wont go down and up just because of your comment here. Anyway, we all know you sold. Just grab it when BB sell down ok? Some tips to you, it wont cross 2.80. If 2.8x better in, must act faster than BB.

Zika will make everyone reluctant to give birth, so the world population will go down. which mean everything have to sell and keep cash!!!

No I dont think it can simply go up to 5.61 with no increase in dividend. Other than that we should not overlook the diluted EPS. The effect of PP should be included.

None of us here has the ability to affect the price for even 1 cent, so no need to talk big. Just accept that we are all ikan billis. In aggreagate, we still a bunch of ikan billis. Big Fish want to scare you out, just sell, regardless good result or bad result. They will just go the other way round to make you confused. Simply multiply the forecast 12-month EPS with 6x you will get the reasonable TP. 0.44 half yearly TP, If i forecast EPS for 12- month, dont need to be a lot, says another 0.22 add on, it will be 0.66. Simply can reach 3.96 after 4q result.

Going to 1.90 soon

The more supermx earned the more it get taxed. Earn more taxed more, like no earning. No hope. Run now before Najib hit Supermx again.

Result not good, run run run.

I bought 2.90 and keep avrg down to 0.8, hold tight not selling and keep avg for 3 years. Conclusion, you make yourself a victim if you have no knowledge on the report. The unrealized foreign currency loss comes from a 10-year borrowing, the account will be fluctuate over time correlating with MYR-USD. However, overall the it is the operation that make the company grow.

Every quarter, if result good, BB will sell then scare everyone shit and buy lower, vice versa. Before qtr result is the most effective period playing big drop and big increase. Must have some knowledge on their account to hold or sell. This qtr for sure there will be unrealized foreign loss due to drop in MYR. Overall eps will lower than last quarter. But, next quarter MYR good, unrealized foreign profit again. So it's quite predictable. I don't know why so many don't have the knowledge to see it.

Fed hold interest cut, USD drop. All foreign fund rushing in to Asia stock. AA is foreign fund darling, explain everything.

You guys still dint realize what is happening. Don't waste time here. The price is controlled at around 2.95. It is controlled. No need everyday look at it. I bought AA since three years ago. I know. Just wait after result. The up down is a random walk which you won't earn anything after brokerage fee. It's better to catch Pokemon than looking at the up down up down of the price. They won't push up of no strong catalyst.

Don't ignore him. You all may copy his comment and repost in supermx forum by changing AA to supermx

I started to accumulate AA few years ago when the price is 2.90. Afterthat many things happened included q8501z and so on. I keep accumulated even at price of 1.4, 1.0, 0.8. Now it bounces and drop from 3.0 to 2.95. Shaken? You guys never had a feel of the price drop to 0.78 when you first buy at 2.90. Fundamental and hold long term will smile until the end, short term or trading you will win lose win lose like betting big and small. Just hold tight la.

Supermax dropped to 2.09 I think this week will below 2.0

supermax has been no movement stood at 2.1 for few month dropped from 2.5 Sad.

PBB believes Malaysia official 1 that he will build HSR after 10 years. By next year the Malaysia official 1 might go in jail and building mamasak HSR
In jail la.

这个ADI investor就是朱冠华 大家有什么问题可以问他啦 难得作者自己跑来看人气。有问题的话就去举报bursa啦

亚航是背离同行 同行PE都在10区间 亚航暴跌的时候PE居然在4慢慢才追上现在的6.16。亚航公布第一季的eps 是31.5仙。以PE 6的算法应该是股价应该是1.89。朱说是1.40，没说怎么算。但是有一点别忽略的就是31.5仙EPS只是一个季度的EPS。随着业绩公布股价必定会跟随EPS上涨 到时要入货就赚少很多。我相信朱是以NTA计算股价。我不认同这样的valuation，如果公司的股价都跟NTA那么我们还要buy sell来干嘛 直接fixed price啦。哈哈

Whatever inject into MAS will be an outflow. In out in out no profit but a channel. Why it's not gameover?

You think our government very rich after oil price drop and build mrt, EDTP to north and bail out from proton? Our government is a poor little shit using monetary policy to boost economy rather than fiscal. Look at the fact, MAS get more may salleh, UMNO crony will hentam the mat salleh gao gao, this is so call close to the government. Najib will inject and feed crony through MAS, otherwise he lose control in UMNO. MAS is a bye bye.

MAS lose to other full service long haul airline. After they lose, they trying to compete with AA in short haul low cost route, then only make huge loss. Different type of airplane needed for short distance flying to achieve cost efficiency and this is the secret of AA. MAS wanted to compete with AA at short distance low cost route, the chance of winning is less than zero. Why? because the owner is Khazanah and not individual that running the company, CEO is hired from outside who has not share interest in the company, do you think he will will keep cutting down cost? Do you think he will consider the spec of the airplane which is a long term plan? Every single CEO hired is trying to turnaround in short term instead playing in long term. So conclusion is, MAS is totally dead. No sign of recovery.

Yea go buy MAS then, they might go to list very soon. MAS will not able to improve as long as it's under khazanah. Your point is MAS will be a winner because Tony always criticizing government. So your mindset is very wrong here. Close to government will be the winner in business is a third class mindset. MAS and Proton very close to government as if the government children. What happened. We don't quote this from the air but proven every year when government bail out. Or you regard bail out as winner? LOL.

If you don't like this share why are you here and follow up the news? Do we need to lecture everything we know to convince you to buy in? No, we don't need to convince you, you are not our investor. You see yourself as a savior to us is it? If got risk then just go other forum with no risk and high return. Don't stay here waste your time. Unless you have other motives.

So me any stock that is upward with linear line without up down? Quit stock market if you expect a stock reflected in linear uptrend.

Obviously he making loss and trying to pull investor to save his ass. Let's go SUPERMX forum to ask other run and join AA.

Supermax PE 11 compare to TOPGLOV 9. Obvious overpriced. Time to cut loss run run run!

Supermax PE 11 compare to TOPGLOV 9. Obvious overpriced. RUN RUN SUPERMX CUT LOSS

Supermax is on it road to 1.6. I'm not asking you to buy AA I asking you to cut loss don't be stubborn.

Supermax overpriced it will go back to 1.6 very soon. Cut loss before announcement

the debt repayment in 10 years, are you going to talk about your housing loan which repayable within 30 years? Funny, are you going to stop your life because you got housing loan RM800k but only earning RM8k per month? Are you worry about it everyday until you want to commit suicide or declare bankruptcy? LOL. Aviation is a big business, as long as the plane still flying, there is chance.

If we peg Ringgit, we are giving chance for foreign to run away even faster. They will catch the short-term rebound and like what you all doing, cut loss and exit Malaysia market then we will have sudden drop in market. Now is everyday drop abit by abit. Bank Negara is doing good in this case.

Chaostrader, I'm talking on long term perspective. If the company load factor 80% is not a good direction what would it be? Expand to TAA IAA is definitely a right move, just that the market is bad, you cant blame management on incident which out of control. Now market not good, are you going every single thread and call for a sell? Yes AA falling first due to its weight on foreign investor. Now market so bad, we need to choose the company that can survive rather than company can make large profit. I think AA can survive, just simple like that.

Long term AA sure no problem. Load factor 80%. Q2 the fuel hedge at high, but in Q3 the benefit of low fuel price will kicks in, I estimate 70/barrels (now at 85 per barrel, last year 140 per barrel).

Dragondark, USD will not maintain at 4.2 until September, this is too over. But if it is, then AA will have another RM300mi unrealized loss, yes, you are right. The 300mil unrealized loss will result in Q3 EPS left 5sen. Q1 we got 5.4 sen, Q2 8.7 sen, Q3 lets say really so bad luck USD maintain at 4.2, Q3 is 5 sen, Q4 when USD stop growing (unless it goes to 4.5) otherwise eps will be 7 sen. Add up you will get 26.1sen for whole year. Even apply 9x PE it will be 2.35. Its now the matter of foreign dint come back. Whn USD raise their interest and those foreign grab their piece on US interest increase they will use their big money come back to ASIA market to buy cheap, that time I scare you cant catch, it will be very fast. Knowing the fair value is very important for you to ready.

Many don't understand AA performance is outperform and react very fast compare to other company. On forex loss, the loss one quarter, but the next quarter already well covered by forward, I reference to Q2 report Note 27 on finance costs. If you don't know how to read it, please consult professional.

When the whole world is dropping, the people still discussing tony fernandes arrogant and he is not Richard Branson, QRP and F1 bad performance. Hello, look at the fact. 90% of the stock in KLSE dropping and the 10% left will drop tomorrow. So at the moment we should shift to look at macro economy rather than detail as "TF arrogance". In fact, Q2 EPS is 8.7 sen which is way better than 5.4 sen in Q1. If you say this Q2 forex loss is huge, Im sure you dint read the report. AA TP will go to RM2.61 when economy recover for sure (Im talking about long term, short term trader can probably go hell now), my own calculation.

You guys please sell, I'm start buying from now on. Please sell more, I need time to accumulate, hope it wont shoot up so fast. Long-term fundamental player passed by.

See how foreign investor play Malaysian, they know AA got potential then ask some nobody GMT to write stupid shit. Hello, PWC is someone, GMT is what? After the so called GMT nonsense report out, the foreign make some sell to make the share free fall so that they can grab at low, what the need is just trigger that. First Quarter 5.4 cent, conservatively apply to 4 quarter, TP with PE x 10 the worst AA share can go is 2.16 now what? 1.67 and foreign start to grab, atleast 25% gain. Wake up Malaysian investor.

Everyone forgot who audit AA, GMT is what? AA report carry PWC name.

next quarter onwards IB will TP at RM4

Use future

The forex loss is not just AA problem. In fact is our nation problem. Just hope that bank Negara will increase the interest rate

the quarter result is not audited, what I mean is they wont simply disclose as they are audited by pwc, for sure they will disclose it in the right way. Yes, if usd is weaken, then when make payment AA will actually have a realized gain in book. However, the 31.12 currency for USD is 3.4, now is 3.6 what do you think for 31.3? Unless there is any changes in interest rate, otherwise the forex will keep hitting AA.

Unrealized forex loss will only realized when they repay the debt. So the repayment schedule will determined how much actual loss they will incurred until the end. As I know, AA accounting method is correct, and they are audited by PWC.

unrealized loss on a non current debt...why everyone so scare. If later bank negera announce increase interest rate, then the currency will up back. The unrealized loss will suddenly charge a big gain. how low the currency can go? 4myr/usd?

China Traveller dint come in 2014, they are coming Msia in 2015

Please hedge the fuel for for 10 years!!!! Because we are impossible to have hybrid jet until then!!!