superx2. 1. VS net margin is super thin. 2. Receiable keep on piling but its payable also increase. 3. rely too much on a single customer Dyson..... The 1 and 2 item is ennough for me to avoid this counter. The cash flow is getting worrisome. the receivable is keep on building up. What if they have problem to get being paid but supplier start chasing the payment. ? Will the price goes up further ? Probaly. I am not sure. But I wish you all the best

supermx2. Beware of VS industry.

VG the statistic is below my expectation. But it is still good. I think my expectation is just too high. But the load factor doesnt tell much about the Q4 result. The Revenue shall justtify it. In fact the lower than expected load factor may indicate that the revenue will be higher than Q3 for AA restrain itself for dumping the price to get the higher load factor. Which I think is a smart move :)

Yes. I will surely answer politely if he/she ask politely.

Curious 2. The PP was done last year when the AA price at 1.84 before dividen pay out. Do some homework before straight away asking stupid question.

Curious2. I think you better do some research before make yourself like an idiot here. Learn some manner of commenting.

http://www.nst.com.my/news/2017/01/206728/airasia-issue-statement-rolls-royce-bribery-probe?m=1

GOSH SUPERMX2. you ? surely share market is not the place for you.

supermx2. Don't worry about me. I am fine. Thank you.

Icon. Big fan of Big Picture will say luckily I listen to big picture and sold AA at 2.60++ and take some profit. The win-win stratgey works. Laugh .

supermx2 mark my words. With your kind of mentality you can't go far in the market. You better get out before you get burnt

If RR fail they will be several competitor in que to buy it up.

RR can't supply find a another supplier Loh

Super. We are investing in AA and you are woor tied about its supplier financial strength ?

RR struggle financially ? U think too much

Super. I am not worried at all. Headwind will always be there. Business is business. Just because of this issue RR will not want to take AA purchase order ? I don't think so.

VG. I got your point.

VG and supersaiyan3. Let say I am CEO of company A. I flied a lot with MAS and get a lot of Enrich point. End of the year I use the enrich point to get free air tickets from MAS to travel to oversea for holidays. The enrich point is belong to the company. So will you be pissed of with me and sold of the company share eventhough the company is making a lot of money ? If we have 洁癖 in corporate world there is no many companies you can invest in. For me it is purely business and nothing personal. Just like Genting Highland it create a lot of social problems with it casino for me it is more serious case than AA.

Supersaiyan3. If you feel ashamed of yourself just sell it tomorrow . For me the issue is just noise will ignore it.

Calvin . It is a equity swap and reserve the right to buy it back not pure dispose in the open market. It is a off market transaction. Meaning they borrow money from someone. For what purpose is everyone guess. Sounds like the subscription the AA is drawing near I guess. Please don't throw fear for no reason. Tq

But unlikely to get more AA share. If he did that after the subscription he will trigger the MGO.

I need to borrow tge infomus phrase " no crystal ball " must do your own research ;)

Sorry. It looks like it is an equity swap. But dunno with whom and they maintain the right to reaquire it back. Dunno what is going on ..... I don't think it it a bad news.

tony anf gang dispose a lot of AAX. getting fund for the subcrition of AA ? http://www.bursamalaysia.com/market/listed-companies/company-announcements/5321413

My win-win , lose - lose, listen to dauther's advise, following my dog's hint strategy are all working !!!

Thanks. if only i watch this youtube ealier. But Thanks ...

VG. I am more than happy if AAC could fetch 1.5b usd ;)

i am not wasting time by posting this ... https://www.bloomberg.com/news/videos/2017-01-17/airasia-ceo-on-leasing-unit-sale-china-expansion

suprmx2. concentrate on your work lah ... don't be here so often.

Supermx2. Just don't look at the price but the value. price is what you pay value is what you get. If you are paying 2.44 but get the value of 3.00++ and above shiok bor ? Happy Bor ? happy right .... the price may go down tomorrow but the value will remain the same. As long as you got the value right the price will catch up later.

Vietjet value ar around PE 12. So go and use your imagination :)

If I were Tony I will enlarge the share capital only then list portion of it in HK. get more money and more valuation.

supermx2. no one ask you to sai lang lah ..... get scre buy some loor dont commit too much.

supermx2. Have some faith. Don't worry too much as long as you are not borrowing money to buy AA. What will be the worst case scenario ? ask yourself. If you really cannot take it then don't tocuh the share market. Evryone experiece the same thing you are going through now as long as the are in the market long enough. It is not only you experience the same thing. Have some faith man.

Again the duel listing. I am tired of all these talks. Cakap saja no point. Get the AAC deal done better.

so the conspiracy theory that foreign fund are dumping AA is actually not so accurate. FF are not dump .... http://www.bursamalaysia.com/market/listed-companies/company-announcements/5312821

supermx2. I told you b4, you got panic because you don't understand the account thingy that put you in disadvantage spot. After understanding the accounting only move into understnad the business. A lot of people still think AA is running an airline business. Actual fact is it is not a pure Airline per se. I ti more than an airline. It is an airline that create demand. It is an airline that running creating spce for people to travel. it is a retailer in the sky. It is a pilot traning acedemy. It is a big data company. It can an insurance company.

It is time to buy C47 .....

sekhor. Normaly if the dividend is only 2% adjustment nothing will happen to the warrant. but if the dividend is more than 2% of the share price, the exercise price will adjust accordingly. For instamnce, if dividend is RM1.00 and the current exerciser price od Warrant is 2.6, the execrcise price will adjust to 1.60 on th ex date of the didivend .

But we do not know the exact debt hedge figure, interest hedge figure and cash flow hedge figure. I am expecting about 150 mil loss in Forex because of the weakenuing of RM against USD .. but last queater the loss is only a few mil which is neglect-able. So this quarter cant say much ... but base of the last daily rate of the last precedding quater I estimate 380 losses max

JN88 .... for forex gain/loss in its debt it is base on the rate of the last day of the quarter not average ...

limch... again ... forex loss is accounting thingy nothing to do with cash ...... I will say about 380 Max .... a rough figure

Sell AAC gie big dividend then they dont have to pay a single sen but increase their holding from 18.6% to 32.00++%. with the share price going up some more .... I must say this is the very smart corporate exercise .... He is happy and other share holder also happy

JN88. You may your your info wrong. Epf 5.2%. Datuk Kama + Tony holad 18.6% of AA through Tune Live. So If someone with deep pocket, they will offer RM4 per share then Tony and Kama will need to loose control of AA. That is why they need to increase it's holding up to 32.00++ %. It is dangerous for them not to do so since AA is so valueable now. I will do it if I got the Money ....

Tq. VG. Appreciate your input.

That is the problem with analyst. Ipo Vietjet super value according to them. But AA is facing margin compression lah. OIL price up lah RM DROP lah all kind of problem which vietjet will face .

VG that is huge. I am estimating roughly 6.5 mil from the figure from Airasia FB stating 52 mil passenger up to mid of December . But 7.25 I am more than happy to see that ;)

tonywong8. where do you get the figure ?

http://www.thestar.com.my/business/business-news/2017/01/09/fernandes-airasia-thrives-on-competition/

" Our target price (12 month - RM1.75 a share) is based on an adjusted EV/EBITDAR of 5 times for the Malaysian operations, which is similar to other full service carriers (Cathay Pacific and Singapore Airlines) in the region who are battling similar yield pressures. "

And he lump up LCC with FSC which is shrinking at the expense of the LCC expansion. I wonder how he could pass his CFA.