geary

geary | Joined since 2015-03-04

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2020-03-11 13:20 | Report Abuse

Supply chains disruptions are temporary...That's why, many don't understand China manufacturing hubs...still top in the world...Did you know how many percentage of cargoes drop...flying out from main transhipment hub in Singapore...Probably these few months the impact is quite big...Almost 33%...lost of revenue...plus passengers load factor lost almost the same...China is so much difference these few years...!!!

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2020-03-10 13:24 | Report Abuse

Added...Cost...@1.00...Floor Value...!!!

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2020-03-10 13:20 | Report Abuse

Short Sellers take the chance...Suspended again...!!!
Bursa: Dayang securities short selling remains suspended | https://www.klsescreener.com/v2/news/view/649442

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2020-03-10 12:38 | Report Abuse

Ha...As long you stay solvent or manage your cash flow rationally...there are few chances offering to you by Mr. Market irrational behaviour...That's why Buffett stay in cash for so long...but others say cash is thrash...He can go honeymoon anytime now...!!!

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2020-03-10 12:09 | Report Abuse

Added...Hold...!!!

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2020-03-10 12:04 | Report Abuse

Ya...Queing...@0.88...Got chance...???

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2020-03-09 21:15 | Report Abuse

Ha...I think people don't want to change here...especially Western Union n bank telegraphic transfer...more expensive n must provide letter of proofs...that you aren't money laundering. You are sending money to your children or wife. That's foreign workers dilemma. With BigPay...you scan your ID...your face front n side...n when you remit there are reasons for you to select. That's all needed. I watched one Pinoy remit Rm 3,000...within more then 3 hours money was transfered to the beneficially account. Only Rm8.00 per transaction. Western Union Rm15...but not to bank account...telegraphic transfer...above Rm 30...So next time if more countries can be transfer n acceptable in overseas bank account...like remmiting for children education in UK, US, etc...no need that stupid telegraphic. Banks better wake up...And I hope fintech must wake up this...Probably AA has a chance...!!!

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2020-03-09 20:35 | Report Abuse

At present @75%...ebitda...are from airlines...non airlines ebitda only Teleport is profitable...Don't be surprised these two ebitda will be...@50/50...Probably in @3 or @5 years from now...!!!

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2020-03-09 20:12 | Report Abuse

Bigpay...more n more foreign workers in Malaysia...remit money using their hand phone at home through BigPay...cheaper, faster n effecient...Survey loh...!!!

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2020-03-09 19:58 | Report Abuse

Aiyahh...what to do...Dayang lost money in 2017...because of present crude oil price...n Petronas so many projects was deferred...I think many people never learn from mistakes n history...n those keep on making those mistakes cannot be excuse n blame others for their own shortcoming...they deserved to be punished. When the mind or emotions goes harewire...people never think rationally...mistakes after mistakes happenings...good luck.

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2020-03-09 19:18 | Report Abuse

Aiyah... there was a time it was shooting like rocket...greedy people fear of missing out'...FOMO...just don't understand keep on buying n don't know when to sell...Time has arrived last few days...the greed is still there...can afford to earn less...waiting for rebound...Mr. Market offers a price from Monday to Friday...But the greed n fear just go harewire...Always sell early...n always buy late...when fear are prevailing...!!!

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2020-03-09 14:54 | Report Abuse

Probably half was hedged...@US 60...Short term...At this price Probably their hedging manager is negotiating another flexible hedge, maybe longer term...!!!
https://www.bangkokpost.com/business/482001/short-term-hedging-gives-airasia-flexibility-with-fuel

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2020-03-09 14:33 | Report Abuse

Aiyoo...Crude oil at this price...lot of condos...'lelong'...in KL busines district...In Dubai...project all stalled or defered...Oil revenue cannot support necessities...So whatever retained earnings needed to be drained...even from Petronas...and other companies related to upstream n midstream oil revenue. Shale cost is higher but normal oilfields are not lowered either. Below US40...Big headaches for most of them...!!!

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2020-03-09 14:11 | Report Abuse

Mr. Market is very sick these few days probably. ..Irrationality happening everywhere...So where is good FA...TA timing...n business sense analysis...EQ almost95%...Fear is everywhere...So at what point it will breakdown n at what point is the reversal...Human sentiments are very, very hard to understand...But there are ways to read or judge with your own gut n instinct...Nobody can advise you these...!!!

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2020-03-08 13:25 | Report Abuse

Next Quater...#Pros-Crude oil cost down...@>25%...Lease maitenance down...@25%...Leasing cost deferred...25%...Staff cost probably down...@12.5%...Right of used assets depreciation down...@7.5%...Teleport...Up...@5%...Airasia.com n Red Ventures...@Flat...#Cons...Sales n profit down...33%...BigPay down...5%...Assumption n Anticipation...So where are those people saying AA probably will lose 1.1B...Probably they don't know what business model AA is now doing...Probably they just sit and take salary employees...who never understand business numbers...only dead school accounting numbers they only know...!!!

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2020-03-08 12:02 | Report Abuse

Fed's Emergency Rate Cut Won't Save the Market | …: https://youtu.be/KxbGrfAv8vI

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2020-03-06 17:13 | Report Abuse

Ha...Normal correction for technology counter...Probably can reach...@12x PE mutiple...But unforseen circumstances can happen...if major economic crisis...Mr. Market can be very irrational...!!!

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2020-03-06 17:04 | Report Abuse

Ha...Mr. Market offers today is quite attractive...but to execute, most of the time there are variables to consider...of course FA is important n it's company business efficiency...TA is created by Mr. Market...So to buy n sell... it depends on each person risk appetite n free cash flow...plus cost of capital of the investment. Please set a target to exit to minimise your risk n lower your Cost...Good Luck...!!!

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2020-03-06 16:53 | Report Abuse

Hahaha...Mr. Market is in ICU...Wait for his recovery...then only you will see how high he can run up the mountain...when he is very healthy...hehehe...!!!

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2020-03-06 12:29 | Report Abuse

Ha...EQ... Mistakes...I think even the great Buffett, Druckenmiller, Dalio...also made mistakes...FOMO...But how to learn from mistakes n move on...That's a characteristic of a great investor...!!!

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2020-03-06 12:04 | Report Abuse

Ha...Gooshit already cutlost...when the crowd are Fearful they don't care about FA, TA n business sense...All 'Lari Kuat Kuat'...Then you just be patient n wait for your chance...I don't know the actual bottom...approximately...@0.50...0.60...!!!

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2020-03-04 16:53 | Report Abuse

Hehe...Today...Intraday short sellers...Run Road...!!!

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2020-03-04 15:07 | Report Abuse

Ha...Interest Rates are down...is the best stimulus...Bear=49/Bull=51...!!!

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2020-03-04 13:30 | Report Abuse

Analyse for yourself...Supply Chains need skills, infrastructures, raw materials, logistics, etc, collaboration altogether
https://www.gizchina.com/2020/03/03/apple-cannot-get-rid-of-china-iphone-11-is-difficult-to-produce-in-india/

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2020-03-03 17:47 | Report Abuse

Hahaha...Floor Value probably around...@0.88...Unless the two top insiders sold all...then you guys can get below...0.05...Bankruptcy declared...!!!

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2020-03-03 16:30 | Report Abuse

BNM cuts OPR to 2.50% as Covid-19 weakens global economy | https://www.klsescreener.com/v2/news/view/646260

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2020-03-03 15:38 | Report Abuse

Contra...Buy on Rumour...Sell on News...Why you never try EDEN or Thriven last Friday...?

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2020-03-03 15:29 | Report Abuse

EQ lessons from Buffett's...Invest in Cocker Spaniel management N Not Pitbull...!!!
https://sg.finance.yahoo.com/news/warren-buffett-quotes-from-the-annual-letter-215739887.html