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2020-03-12 13:17 | Report Abuse
Mr. Market irrationality is fast n furious...Mr. Market rationality is slow n steady...Sitting...N Boring...But in between there are volatility to handle accordingly...!!!
2020-03-12 13:08 | Report Abuse
US n EU they are to be blamed...Disgusting attitude towards Chinese when the virus first appeared...Now they got the virus...N still said from Wuhan Virus...take so many things for granted...Now they pay the cost lah...n probably they die easily because most white men got unhealth lifestyle...n never trust TCM...n most western medicine have lot of side effects...So the more the take their organs all start the worsen n weak...So whenhit by this virus...immune system cannot fight the virus...Influenza A n B also they die...then this how...!!!
2020-03-12 12:55 | Report Abuse
Ha...Bargain is the time to invest...Maybe you won't get this chance in 7 or 8 years time...!!!
2020-03-12 12:48 | Report Abuse
Fear is more than...@95%...Greed is 5%...But my Greed is...@95%...!!!...That's Be Greedy when others are Fearful...But how many percentage in the crowd dare to execute...Talk very easy...When come to execution...@95%... 'Lari Kuat kuat'...Be more sarcastic 'Cocker Singing here n there abound'...!!!
2020-03-12 11:41 | Report Abuse
Sold half...Hold Cash reduce cost...!!!
2020-03-11 15:33 | Report Abuse
Hike in cargo cost of shipment...!!!
https://m.investing.com/news/stock-market-news/air-freight-rates-skyrocket-amid-passenger-flight-cuts-chinese-factory-restarts-2106718
2020-03-11 14:22 | Report Abuse
Need to be done...All those cost need to be efficiently tackled...!!!
https://focusmalaysia.my/mainstream/airasia-to-cut-pay-other-staff-perks-due-to-covid-19/
2020-03-11 14:11 | Report Abuse
During Sars...Overall downturn was less than 10%...Now You can ask taxi drivers or go to the best airport, Changi Airport...on weekend...So quiet...How to survive if not stimulus or tax rebate, etc...!!!
2020-03-11 13:51 | Report Abuse
Airlines business face real challenge this time...Let see how efficient AA...!!!
https://www.marketing-interactive.com/airasia-outlines-cost-measures,-says-minimal-impact-on-staff-of-lower-income
2020-03-11 13:28 | Report Abuse
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...!!!
2020-03-10 13:24 | Report Abuse
Added...Cost...@1.00...Floor Value...!!!
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
2020-03-10 13:04 | Report Abuse
2020-03-10 13:00 | Report Abuse
#3/6 months of pay cut probably...!!!
https://www.chinadaily.com.cn/a/202003/08/WS5e64f4a8a31012821727d3e2.html
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...!!!
2020-03-10 12:29 | Report Abuse
Confident is Back...But the Price need to be Paid...!!!
https://www.channelnewsasia.com/news/asia/wuhan-coronavirus-china-president-xi-jinping-visit-12521068
2020-03-10 12:04 | Report Abuse
Ya...Queing...@0.88...Got chance...???
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...!!!
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...!!!
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...!!!
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.
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...!!!
2020-03-09 18:55 | Report Abuse
April Fool..Game Over...!!!
https://www.channelnewsasia.com/news/asia/coronavirus-covid-19-china-deaths-cases-12517006
2020-03-09 17:17 | Report Abuse
Volatility=Greed=Opportunity=Patience=Reward...!!!
https://www.bloomberg.com/news/articles/2020-03-08/here-s-how-the-oil-price-crash-is-upending-markets-monday
2020-03-09 17:06 | Report Abuse
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
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...!!!
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...!!!
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...!!!
2020-03-08 12:02 | Report Abuse
Fed's Emergency Rate Cut Won't Save the Market | …: https://youtu.be/KxbGrfAv8vI
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...!!!
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...!!!
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...!!!
2020-03-06 13:43 | Report Abuse
China Can...Other countries also 'Boleh'...!!!
http://www.sixthtone.com/news/1005273/inside-wuhans-fangcang-shelter-hospitals
2020-03-06 12:42 | Report Abuse
Probably lost of revenue for 100 days...!!!
https://www.channelnewsasia.com/news/asia/covid-19-coronavirus-wuhan-china-may-drop-to-zero-by-march-12506272
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...!!!
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...!!!
2020-03-06 11:58 | Report Abuse
Strategy wise don't be Greedy when others are very greedy...!!!
https://www.asiaone.com/money/warren-buffett-selling-should-you-sell-too
2020-03-05 12:45 | Report Abuse
Stock: [CAPITALA]: CAPITAL A BERHAD
2020-03-12 13:31 | Report Abuse
Ha...There are combined or cocktail of Drugs...No specific drug can cure...Only strengthen our immune system to fight...Those who have poor health will be in ICU...N mind you those expert drugs manufacturer nowadays only think of profit only n high pay check...Where got think of saving life...Probably Bill n Melinda Foundation are helping...!!!