Rmoi. Yeap I don't see hat is a problem. If there is a fantastic business opportunity but you need to come up with 10 million but u don't have the cash and u don't have the ability to borrow there is nothing much you can do. If you see that is a problem then I will suggest you not to touch AA. I am the contrarian type. So far I don't see any problem yet. I am holding AA so maybe i am bias.

Rmoi . Not everyone can come out with rm1 bil cash. The local indon investor can only curse and nothing much they can do. Meanwhile AA DOESNT need a single sen.

I think unlikely. Even though it is the max AAX can carry is 1.5 mil which is it seat capacity. If it incused AAX then the figure shall be around 16.55-1.20 = 15.35 which is still 13% higer than the average. Let hope for the best.

as on today AA group flied 57.25 millins passengers. From Q1 to Q3 2016 total pasengers carried are ( 40.7 mil with average 13.57 millions per Q ). hence by right the Q4 passengers carried are about 16.55 millions passengers. Hence Q4 shall be very good...

as on today AA group flied 57.25 millins passengers. From Q1 to Q3 2016 total pasengers carried are ( 40.7 mil with average 13.57 millions per Q ). hence by right the Q4 passengers carried are about 16.55 millions passengers. Hence Q4 shall be very good...

Yeap .... aggree ... they can still do it at the IPO ... convert PSC into share and then sell it to the public and pare it down to 49% during IPO

After some thoyught, I must say that this is a very smart move. The PSC could be converted into AAI share. Once AAI enlarge it share during IPO, I think its MAA share will be more than 49%... probably 96% is all the PSC is to be converted. Then during IPO, MAA just sell the share into the market to comply with the 49% rule. That could fetch higher price than the invested money ( PSC which is actually money due to MAA ). But of course that is just a wild guess. I doubt the 51% major share holder will agree with that. But who knows. In corporate world it is big fish eat small fish.

Yeap. I notice the same thing but can't find a reason why ? I hope you are right. ;)

Valuegrowth .. Thank you for your explanation. That helps a lot. Appreciate that.

r°Moi ...I dunno what are you referring to. The previous looses has been equity accounted for when AA subsribe the Series Perpetual securities. If you have some insight please share lah ... otherwise ther eis no point mentioning loor....

not AAC is owned by Airasia ... nothing to do with AAX ... but my wild guess it will give good sentiment to AAX ...

Haizzzz again...

I deleted all the horseshit I wrote . I am here to get information not all these horseshit.

Haizzzz. Could we just leave BWC alone. She think her method is the best. That is her opinion. I am getting fed up with all horseshit I read. I myself hate I wrote b4 because it was non sense. Please I am not siding anyone here.

Unless you have a price for it. Otherwise it is all garbage. Let say your price is 3.00 then you know how to position yourself at current price of 2.53. If your price is 2.00. That is no point you hold half cash half share. If you are not sure about the price that in your mind 50-50 cash and share is your option. I have a price more than 3.00 and more so my weight on this is bout 70%. The rest is cash and other counter. How about you guys ?

aiiiyoyoyooyoyoyoyo .... BWC you again!!! This time no one kacau you, you want to kacau people pula. You are not the only one who are manage to sell at 3.20 lah .... I make a few round masuk keluar masuk keluar until recently convinced that at this value is a value buy. Still I keep some cash for just in case senario ... You understand or not .... they are people didnt manage to sell above 3.00 and still holding until now... Why shall you pour salt over people wound.... I just don't get you..... OK .. YOU ARE THE MOST SUPIRIOR AMONG US..... WE ALREADY GET IT .....

aiiyooooo ..BWC you again !!!!! why delete and post the comments as if it is the latest comments from you.... pathetic .... you are really helpless.... i am not talking about your point of view here ... I am talking about your personal character of how you conduct yourself as a man .....

aiiyooooo .. you again !!!!! why delete and post the comments as if it is the latest comments from you.... pathetic .... you are really helpless.... i am not talking about your point of view here ... I am talking about your personal character of how you conduct yourself as a man .....

aiiiyoyoyooyoyoyoyo .... you again!!! This timeno one kacau you, you want to kacau people pula. You are not the only one who are manage to sell at 3.20 lah .... I make a few round masuk keluar masuk keluar until recently convinced that at this value is a value buy. Still I keep some cash for just in case senario ... You understand or not .... they are people didnt manage to sell above 3.00 and still holding until now... Why shall you pour salt over people wound.... I just don't get you..... OK .. YOU ARE THE MOST SUPIRIOR AMONG US..... WE ALREADY GET IT .....

batu88, Sorry, I have no clue at all. But to tell you the truth, if no AAC sale I am also ok with it. After all AAC is making about 31 Millions USD for the past 1 quarters. But of ourse I want to the materialise to unlock AA value. I don't think they will anounce winning bidder today. Maybe just to tell us that how many bids received. If they can tell the the price range from the lowest to the highest with any detail that is good enough for me already. Wish us the best

ha ha ha..supermx2 in that case I have an easy solution for you. After buying, don't check the price everyday ... maybe once a a week or a month..... You are referring to behavioral finance. In fact, general public emotional thigny shall be our friend. If everything is equal, without human emotional action, how to make money in the market.

Supermx2. You won't buy today and 2nd day the price skyrocket. What is so bad about AA as posted by BWC ? Forex and forex and forex and nothing else shouted by him. A company fundamental won't change overnight. Have some faith and don't worry too much about the price fluctuation. Again firex gain/loss is on thebok only. It may affect the cost but most of it has been hedgeded until Q2 2017. And AAC sale is at the corner. I don't know how to time. I still hold some cash ( I always do for just in case scenario ), if fall further I won'r hesitate to take action. As mentioned by BWC he is so good in timing just let him do the timing. If foreigner fund want to dump that is nothing that we can do. As long as company make money it will rebound back. My entry price is definately higher than yours eventhough I made a few round before the anouncement of AAC sale couple of monnths ago. Buy with some real conviction. What is the down side of AA. Forex thingy ? I doubt so. As long as you take care of the down side, the upside will take care of itself. The strengthen of USD won't sink AA profitability. It will affects it but to permanently destroy it I really doubt so. Sometimes we need to have gut to make big money. Wish us luck.

Congratulation !!For the one who are chasing export oriented counter, please be careful. BNM still hold the trump card " Pegging " the RM against USD. I will say unlikely but if it hits RM5, do not exlude the " impossible". After all export play is kind of cyclical, if the RM strengthen then the all thing will reverse. I hope you are right aiming for the swing. It will be painful if you got it wrong !

I am out ... delete all my previous comment ... give him a piece of mind as long as he is happy ... after all this forum is not mine .. he has every write whatever he wants whether you like it or not ....

derrtan. The market maker will stop quoting the bid and ask at 4.40pm. Hence you won't the bid and ask with big volume right after 4.40pm. That menas no more action after 4.40pm

who is buying a 5,729,500 in one go at 2.76 at 4.50 pm ?

r°Moi . Yes they are selling AAC future profibility... But at a huge premium currently ....
it is better to unlock the value since market doesnt really appriacte it ...



r°Moi Oh yes...



AirAsia is not just selling 50 lousy planes only.. .


AirAsias is selling its future profitibilty...


.
29/11/2016 14:27

r°Moi .. you shall read this ... http://klse.i3investor.com/blogs/kianweiaritcles/110156.jsp it is well explain about the leasing accout thingy ...

let's get the fact straight.... AA hedge 68% of it's USD borrowing at 3.28( Buying aircraft ).. It hedge 50% of non air-craft buying borrowings until Q2 2017. o I will wish that USD strengthen further for the coming 3-6 mothns so the AAC sale will fetch more money in Ringgit term. That is short term picture. Long term picture ? Other airline will face the same problem. So, longer term all airlines will try to adjust the fare price upward a bit... That is the picture .... In longer longer term ..... if USD stay higher at RM5 = 1 USD ..... by that time most of us will jump ship alrady..... That is the picture .... don't sway by the USD up and down ..... if dun want to take the risk, take some money off the table as simple as that. No one can predict the bottom of the price .... I yawn whenever someone keep on posting the USD rate here.... yes someone will " he he he he he" when the price sway to it's favor ..... but that someone will definate said " he he he he " when USDn goes the other way because he will definately say " I told you so now the big picture change again " ..... The bottom line is if you can't take the heat... don't buy .... It is not necessary for someone keep on reminding you that the USD is strengthen day by day ....

Again. If anyone think that I keep on spamming here please tell it here. Except bwc and investo if more than 3 comments saying that I am spamming I will stop writing any comment here. If course investo and bwc need to be a bit gentleman don't use other username to write that I spam here lah.

Good for you then. If that is your risk appetite nothing wrong with that. But don't scarevthe newbie like bwc which I don't like the way he conduct himself. As you know scaring people is 10x easier than convincing people.

Investo. Forget to tell you . You are talking about share price. I am talking about share value which I think you will never get it and diffreciate the diffrent . I wish u luck and hope your are not losing money.

Ha ha ha I rest my case . That is no point of talking to someone like you. If AA gap up today I will be the one laughing all the way to the bank not you.

Investo l. I aggree with you that in share market nothing is not 100%. But please give give constructive comment. Keep on repeating that forex forex forex problem every hour here is not benefitting anyone at all. For AA , I have to say it again it is not an issue because the management ALREDY addressed it well. As for u that is no so call win - win. It is just a risk exposure tolorencr. U can't take the heat u sold some and hold some cash. Someone else have higher risk appetite he bought more AA. For you and bwc, are just plane arrogant. Tell me any single one here who doesn't find bwc big picture too exersive here . When do many people keep on asking him to shut up he better take a step back and reelect himself.

Furthermore forex exposure is manageable it is just the matter how good u manage it. AA proves that tey manage it well.

Look at the cash level of AS after paring down so much debt. The cash flow show u real hard cash. The forex gain/loss is only in the book. Bwc just don't get it.

As I repeat so many times. Forget what bwc said. Operating profit is the key. It is real forex gain/loss is only paper. Bwc just don't get it. Making a fool out of himself while accusing the others are childish and naive. Bolat arguing with him. Even my daughter undertood it.

I was thinking if someone gave me 10 bucks whenever the words " big picture " appeared, I should multi millionaires by now ha ha ha ha ... OK this will be my last post of constructive comments. I don't want to be labeled " irritating "....

ha ha ha batu88.. Had you ever experienced that while you were watching a movie there were 2 nut jokers at your back keep on talking thorough the movie eventhough you had asked them to keep quiet several times ? " big picture " and " win-win" are having thier affair at our backs. The problem is will they follow us if we change to another movie hall .. hhahahahhahahahah

The jury is still out there. When are are right currenly doesn't mean you will be right forever. Let see who will laugh all the way to the bank. ;)

ohhh gosh .. BWC ,.... just keep on deleteing his previuos post and pasted it after my post .... this is so " small gas " and " small people " .....

ohhh gosh .. BWC ,.... just keep on deleteing his previuos post and pasted it after my post .... this is so " small gas " and " small people " .....

Ok I rest my case ... BWC is beyond resonable person to talk to .... too bad i3 cant filter comment. Everyone here just needs to bear with it.

Seriously BWC ... do you hold any AA ? Why you are so happy if you think weakness of RM is a bane.... Keep on nagging your big picture like this is wasting this forum space .... I need to scroill down longer to search for useful informations which might be shared by others... I try to avoid what you wrote .... but how to avoid when it is so many of it .... please do the the other forumer a favor ..... you don't have to keep on chcking the RM rate ... it is easy avaibale in the net if they want to know ... it is not going to change much in few mins or even hours .....

not sure ..... some said tmr some said friday .... not much diffrent of 2-3 days

BWC ..few moment agao u said price may go up because of the anticipating good result .. now you good good result may not sustain .... you truly BLOCKBUSTER ... saleman talk .. keep on changing your big picture .... yeah .... now 1 USD = 4.444 RM ..... suddenly AAC sale becaome 4.44 B instead of 4.00 .... good ... hahhahahhahah

Funny BWC ... ext time shall call yourself SwingWithConviction ..... keep on changing goal polls ... Look like Big picture keep on changing like Transformer !!! ... Big picture is not going to chang overnight lah please ......
1. Oil price will remain low for long run ( 3~ 5 years )...
2. LCC is a market disturber which has changed the industry landscape and it is going to be the winner
3. Airasia has pricing power on certain route which may not be covered by other airlines.
4. Technological advance will reduce the consumption of oil.

That is the big picture of mine.

As for the Forex... It is not like other airline is using home currency to buy aircraft. Dis malindo or SIa bougtt plan with SGD or Peso ? .... At the end of the day the lowest cost will win.... But from the past experiences, do you think airliner is so stupid to go for another round of price war and killing each other ? Do you think MAS will do the crazy thing again for another round of price war with AA which made it bleed billions all these years !!... Market is more sensible now than before. keep you picture right is more important than keep on changing your big picture everyday and sometimes by hours.

supermx2 .... wish us a lot of luck then ....

sipermx2 .. u need to read the result as a whole .. look at the cash flow ... CASH FLOW .... is the key .... and core earning ..... u shall ignore the foreign exchange loss .... because that is not core earning ... i tis just like u r dring taxi which u bought in USD .... when the USD up ...... U need to charge it into your P&L .... did u lose any real cash ? .. the answer is no ...... but the cash u collect is enough for u to pay the car loan and everything else .... it is consider good enoughg ... Q3 is always low season .....

VALUE GROTH .. WHERE DID YOU GET THAT INFO .... THAT IS COOL