Paperplane if u dun understand the deal just shut up. The deal is for the leasing company which leased the plane to AAI and AAP. AAM own its own plane. If the deal is done it will be sweet for it can pare down its debt substantially.

newborn 123 previous Q operating profit got a one off prfoit of about 400 mil lah .... read the report properly.

airasia profit 887 mil .... huat ah

the result is good. Previous 200 mil i because of the 150 Mil and a defer tax of 50 mil. This quater is 180 with a tax of 39 mil. revenue is up core operating profit is up from q to q. Furthermore last Q is the super peak season. I serioudly doubt your insight SIGN.... u really need to study harder than reading the from page of the report

http://www.thestar.com.my/business/business-news/2016/04/09/airasia-set-to-fly-high-again/

http://www.thestar.com.my/business/business-news/2016/04/09/ceo-on-airasias-direction-ahead/

ruby can I have the link ?

r Moi. It is obviously you are not giving the caution alarm here. You have to look at the whole picture. Investing it about weighting the risk. What is AA advantage from now on. You have to read the financial report for the past several quarters. What you have said is basing on the statement by Tony and gang. It is a open secrete that AA need to raise fund not because they are running out of cash to run the business. It is because they need the cash for expansion. Raising cash is not the issue it is the matter of how much you are willing to pay for the rate. If you balance sheet is not convincing, bank will ask for higher interest rate. It is not they cant raise the cash just the rate is not good enough. I think Tony & gang did the right move. by PP to themselves, 1. it raise the equity and lower it's gearing 2. it boost the confidence for investors. If the coming quarters result is convincing they could do another round of MTN to get better rate. It is a strategy. Look at the current operating environment. Low oil price without the fierce competition from MAS it is favorable to AA. Thatis the reason why market react favorbly to Tony anouncement. AA price will not tank just because of your shouting here. You want to make money ? That is the reason we are here in the market care about. Tony ang gang is not stupid to burn their 1 bil for no reason. I believe they weight their risk and go for it. I have never touched aviation stock for 18 years of investing life because aviation is high capex business and a small error in the business model will bring its to its knee. Look at MAS and JAL and many more. But I am buying AA now ( before Tony anouncement ) because I think current operating environment and AA price at below RM2 is a good bet. I was once asked if you have the 67% chance to win a 100k ( minimum ) bet will you go for it ? I asked him : " That is fantastic. How many times can I bet " . At this point of time no one will listen to you. So save your energy. If you think AA is not suiting you risk apetite, you hunt for others. I am hunting others counters as well for I believe AA will take care for itself. We all just need to be careful for the downside. Upside will take care of itself.

fortunebuz and i4investor. You have to be more opened to this issue. I am more positive than negative. Dont buy into rumor that TF and Gang has no choice to do the PP because it cant raise fund. That is pure specualtive to say that. In fact they just pluck from the air and said that. AAsia is in potisive cash flow. Read what this guy said. He is good to lay out the facts.http://www.intellecpoint.com/2016/04/airasias-cash-injection-anything.html

ABC1 that is how you look at it. Someone "cries baby " about the PP and RI before will say it is a bad news. But the PP or RI per se is not entirely bad news because the one who are subscriping it are Tony and gang ( the founder and major share holder ). If I wer them I will do the same because with current operating situaition AA value shall be much higher than 1.84 .... they are smart to make this move but small fish like me has to pray that market view this news positively.

Dissapointed in a way Tony and gang rob us in broad day light. He knows very well that the value is way much higher 1.84 at current operating environment.

hahahah there is nothing to I want to say to you... you are really amusing selling at lost but hoping bad news coming to cause the share price tank that retail investor like us to see their paper profit shrinks or even losing more than you. If you have no share in AA you could just step on the sideline and keep quiet. At the very least the current share holders will respect you. Just imagine if one of your close friends or relatives is still holding AA and you are pouring bad news. What do you get at the end ? Do you think the price will drop just because you pour some bad news here ? The market will react accordingly. We are all here to make money from the markets. The market is big and it is not a zero sum games. If it is a zero sum games the market cap for the whole Bursa Malaysia will not grows.

fortunebulz ,,, hahahah ... am I self delude ? Does It means you are superior than anyone else here if you bought below 1.00 ? you are obviously saying stg to delude yourself. If you are holding AA now I bet you will be saying the opposite things. I will be disspointed if it is private placement because it has a low base price. I will be dissapointed if it is privatised becase current operating enviroment is very good for Air Asia. A punter like you will say stg to suit your self interest.

fortunebulz you could have your bearish stand, others can have their bullish stand. Since you have sold all out, you don't have to spiill bearish comment . If you doesnt hold any you have no business with it.

tony is going to buy Wellington and EPF stake could be possible also since EPF and Wellington are not selling their stake these 2 weeks.

Wake up lah look at the drop of profit from q to q. It is game over for vs

Why are people so happy with privatisation. with low oil price Aasia is going to fly. If got privatised no more story liao. I don't want it to get privatised but to capatalise the current low oil price situation

I roughly get this figure from Bursa ( correct me if I am not right ) and assuming this month production same as Feb 2016. Figure complied from Jan 2015. I do not own Jtiasa and not inteding to buy. Just layoing out the figure. I am vetting palm oil companies to look for some value buy. So far no luck yet.

2015 1-3 4-6 7-9 10-12 2016 (1-3 )
LOG 3 MONTH 171,59 190,348 194,459 220,113 138,550
FFB 112,904 125,904 274,282 234,029 150,043
CPO 12,782 21,577 35,940 30,157 20,765
KARNEL 1,928 3,120 5,201 10,908 3,397
NET PROFIT 0.63 mil 15.2mil 24.13 mil 26.3 mil ???

the best way to play the wether effect is buyig the CPO future directly not the compnies because you won't know how much it will affect it's profit. It could be lower from previous quarter because of lower production. El nino = lower harvest of palm oil but higher price.

Yes CPO price is going up. But the production will be greatly affetced by the weather. Go to Bursa Malaysia and check the monthly production of Jtiasa. It has drop a lot from the previous quarter. Be careful higher CPO price doent mean higher profit if the production is dropping significantly. When CPO price is up because of the supply side and not the demand side there is nothing to shout about unless you want to trade this theme because of the El Nino. Remember the production will be down because of the EL Nino.

Funny someone just said business is declining base on a soft season quarter and jump to a conclusion it worth much less than Kossan or hartalega . At 105 mil profit iris still 25 % more than it's closest peer hartalega.

it is not 100% gurantee... If investors out of local invertors ( which treat TG like running a money changer business ), then we will have high hope for the share to appreaite further. Imagine if listed in SG can fetch a PE valuation at 25 , then TG listed in Bursa shall appreatiated accordingly

Meaning TG will ask some of its substancial share holder to park or listed thier share in SG. If they asked me I will like to listed in SG also .... stg like u have 100 mil share for instance. you keep 75mil share in Bursa to be traded in Malaysia and another 25 mil in Singaore to be traded....

Goinvest... call warrant is not entitle for the split like mother share. Bursa wolf got a big hit. Sorry to hear that.

oil has nothing to do with TG ... oil does affect the USD VS RM rate indirectly it affect the share price. people are gila

goInvest : you are putting a price tag on TG base on the USD vs RM rate. What I am trying to say is Tg profit growth does not depend solely on the foreign exchange rate. but by how much I am not sure. But base on 2015 annual report looks like it is around 5 %. TG managment can't predict the exchange rate that is why most of the companies have hedging policy. TG has short hedging policy of a month. Hartalega has 6-9 months last time but it has changed to shorter period recently. Just because of RM up or down 5% it cause it's price up and down 30% is crazy. but market is crazy anyway. I am just beating myself for not grabing this oppurtunity.

That mean for every + or - or 5% it will affect the profit for the whole year of 14.8 million. So in short Foreign Exchange gain or loss will affect about 14/280 = 5% of 2015 Profit. TG has a hedging foreign exchange policy of a month or less. So I cant see the reason of the price fluactuation. My only regret of not selling at 7.00 before Ex bonus is can't grab the change to sell at that price and buy back now. A huge mistake ...
huge ...

Since so many people think that Top Glove is running a " Mmoney Chnager Business " Let check the Foreign currency sensitivity analysis from its naual report

Sensitivity analysis for foreign currency risk

The following table demonstrates the sensitivity of the Group’s profit net of tax to a reasonably possible
change in the USD and EURO exchange rates against the respective functional currencies of the Group
entities, with all other variables held constant.

2015 2014
RM’000 RM’000
USD/RM - strengthened 5% (2014: 5%) ( 14,842) (4,813)
- weakened 5% (2014: 5%) 14,842 4,813
USD/Baht - strengthened 5% (2014: 5%) 371 596
- weakened 5% (2014: 5%) (371) (596)
USD/RMB - strengthened 5% (2014: 5%) 909 613
- weakened 5% (2014: 5%) (909) (613)
USD/AUD - strengthened 5% (2014: 5%) 8,453 (624)
- weakened 5% (2014: 5%) (8,453) 624
EURO/RM - strengthened 5% (2014: 5%) (47) 45
- weakened 5% (2014: 5%) 47 (45)

Harta turn red because people are selling it to buy TG

http://www.thestar.com.my/business/business-news/2016/02/02/will-malaysias-rubber-gloves-sector-remain-robust/

http://www.theedgemarkets.com/my/article/top-glove-cut-5-foreign-work-force-year-says-chairman

And here . http://www.x-rates.com/average/?from=USD&to=MYR&amount=1&year=2016

If u r worry about the usd affect into tg coming quarterly results check the monthly rate here. http://www.x-rates.com/average/?from=USD&to=MYR&amount=1&year=2015

People seems to forget that top glove has 1-2 months hedging policy. Furthermore 1% usd gain affect its Profit after tax of 3 % only. http://www.theborneopost.com/2016/01/11/favourable-forex-a-boon-to-rubber-glove-players/ read it here.

Previous Quaters USD/RM = average around 4.20 latex price = 3.96. 2 mothns into the current quarter USD average 4.27 and 4.32 with latex price average 3.59 and 3.49. so at least the profit will be same as last quarter. Bear in mind that TG is still imrpving ins margin with more automation and R&D. Plus the new plant in Lukut will be running in Feb 2016

again ... stronger dollar will not affect it's EPS as foreign exchange gain is not included in the calculation of EPS

As I mention before the latex price is the issue. USD strehng has nothing to do with it's EPS. Foreign exchange gain is in " Other Comprehensive Income " which is not included in EPS calculation. For the last Quarter the latex price is average 3.90. for the past 2 months the latex price range from 3.20-3.80. So I expect the earning shall be on at least on par with precedding quarters ( 128 mil ). It is a good bet that the aerning will be positively surprise.

U miss the whole thing by mile. Last quarter result the avarage latex price is 3.90 for the last 2 months latex price range from 3.20 - 3.70 u moron. As for usd please check the financial report carefully. Foreign exchange gain is not included into the eps.

a bunch of idiots when TG hit 14.0 before ex where are these clowns ? Never seen them shouting over value ...

Hahaha .. I dont have the crystal ball to see the price at the end of the week. I wish I have one. Price prediction is pointless. I am expecting more surprise in the coming months. I am looking ar RM8.00 after bous issue. Wish us luck.

At that time I add substantially to make a killing for about 450k :)

I think I mention before. Treasury share is not entitle for the bonus issue. It is pointless to cancel the treasury share at this point of time. Any management will opt to sell it at open market. It can raise abit 40.00++ mil cash. If there is any pact it will be extra cash for topglove . Several years ago Kossan did the same thing at that time price drop because people are thinking Kossan management was thinking that the price is over value which was not the case. After selling all the treasury share b4 bonus issue the share price sky rocket again. Don't worry if the share price drop in coming days we shall take the opportunity to add . My 2 cent.

Call warrant ex price and its ratio will be adjust accordingly. But the price won't change.

Teasury share is not entitle for the bonus issue. Anyone will opt to sell it to convert into cash. Furthermore it is not much and I believe it will be well absorbed by the market.

Thradsah : I am not dispiting whether Karex is a well managed company or not. I know the profit growth the number is all there for anyone to read. My point is still the price tag. If something is good I am willing to pay for the value of it. Or maybe slightly more. At this price tag dont you think market has pried it for the perfection ? I am talking about an PE of 41 not 20.... In order for the PE to come down to 20 the profit has to double this year. maybe it is not my cup of tea I wish you all luck. What you said could be right I may have missed this boat but that is not the risk tat I am willing to pay. I will stick to Top Glove instead.

Johny King. What is Topglove market cap now ? It is 6 Bil. It is making 103 mil for the latest quater. How much money Karex made for the latest quarter ? 17 Mil. One could say it has growth prospect I do not argue that. But how does it grows ? It gorwa by issuing more and more right issue. Will Topglove buy over Karex at this price ? I mean 2.5B or maybe even more which is almost half of TopGlove market cap. Buying a 2.5B company to producer a 59 mil profit ( 2014 Karex annual profit ) ? It is way too risky and expensive in my opinion. As I said, I am a TopGlove share holder I will not agrre with this price tag. If Topglove procedd with it i will just simply sell Top Glove for I don't think that will make business sense. i wish you all lucks.

Everything comea at a price tag. I am not saying Karex is not good. but it is just not impresive if you look into its balance sheet and its earning growth. To pay at PE more than 40 and 6.3 NTA that is nuts !!! .... I will be shoot by Karex shareholder here .... They are others condom producer companies here and abroad why saying Karex is the only option leh !!! Paying 2.5B is too aggressive and risky and pricey .... Come on be realistic. Take the profit

If you are the CEO will you spend 2.5 bil to buy a company which yearly revenue is about 300 mil and a profit of 60 mil. Which also nee dto absorb all its liability.... That is a PE of 41.7 !!! That is crazy .... I am a share holder of Top Glove if Top Glove really pay this price to aquire I will dump top Glove in a blink of an eye ...

news is out .. but remember not all people are well informed ..... we will see how it react tmr .... there will eb a retating for sure

Earth .... why sell at this price 8.42 it will go up much higher ...