2.53!

bargain coming coming! :)

since you ask so many question and copas from maybank kim eng, you may want to quote this also, BsB

http://klse.i3investor.com/servlets/fdnews/218861.jsp

really disappointed with BsB lah. now up again! :)

talk more about QE lah BsB. you wanted to peddle fear is it not? LOL

http://www.theguardian.com/commentisfree/2013/oct/09/janet-yellen-nomination-federal-reserve-qe

Hahaha thinking about BsB's metric of comparison also made me LOL.

Buying season will begin soon!

below 2.55 already. good :)

do full coverage, do properly for asian airlines mar! LOL

where's lion air or malindo? :)

put here also, so that BsB's knowledge can improve, not copas only! LOL

http://klse.i3investor.com/servlets/fdnews/218848.jsp

read more BsB. don't always copy and paste only! you can only improve with reading and understanding! LOL

http://klse.i3investor.com/servlets/fdnews/218841.jsp

Posted by BullBear > Nov 14, 2013 10:31 AM | Report Abuse
WELLINGTON MANAGEMENT COMPANY:
Disposed 07/11/2013 1,349,300
Disposed 08/11/2013 1,144,600
If the QE3 is within expectation then why is this foreign fund disposing?

you dunno why foreign fund disposing when you so eloquently write about 3QE and tapering ka? woww.... analyst apa ni? LOL

because QE3 is under the purview of Fed? hehehe

http://klse.i3investor.com/blogs/rhb/41041.jsp

BsB, you like AA's retained earnings at the moment and short term debt or not? good luck Malindo! LOL

Airasia however, can demand he retract his postings or apologise publicly. Just a thought hehehehe

You guys can't do that, as this is just a forum for posting despite the rubbish BsB spews

Wait til report of TNB comes out as plagiarized again! Hahahaha

Shame on you BsB! Hahahaha

not 3QE la! aiyohh....... hahahahahahaha

Posted by bullbear > Nov 13, 2013 03:51 PM | Report Abuse
Malaysia Airasia Passenger Carried
3Q13: 5,262,752
2Q13: 5,509,576

shy only la you, BsB. people compare quarters like Dorky, not like you la! where you learn do analyses? aiyoh.....

hahahahahahahahaha

aiyaii... one month low he says! LOL do properly la BsB

ok, you continue BsB, me going out for banking. try make it sound convincing yeah? make the falling knife happen! LOL

Posted by bullbear > Nov 13, 2013 03:14 PM | Report Abuse
Remember folks, a small leak can sink a GREAT ship! Stock price is down so what will the 3Q earnings be? Will you catch the falling knife, folks?

sorry, you mean price down today will effect last three month's performance? LOL

last round, got meagre lots at 2.58 and sold 2.66. enough for white coffee and kari laksa. so how your spread BsB? still calculating? hehe

but honestly, i am happy to have BsB back. In october he was relatively quiet! i wonder why?! LOL

price looking really good for buying. let's wait market to 1768 and below :) AA afterall is foreign fund heavy! wait the shake out over!

BsB, sold at 2.81-82 and now waiting to buy back in, nice eh? how about your spread? LOL

Posted by bullbear > Nov 13, 2013 02:56 PM | Report Abuse
Folks, optimism is denial, so face the facts and move on. It is wise to direct your anger towards problems not people, to focus your energies on answers not excuses.

Posted by bullbear > Nov 13, 2013 12:27 PM | Report Abuse
Folks, why is kcccccccc now loh desperately selling old newspaper? Heheheheheheheh!! Maybe buying at a high price & sadly still holding! Probably caught in the bull trap!

makes sense? LOL

Posted by bullbear > Nov 13, 2013 02:56 PM | Report Abuse
Folks, optimism is denial, so face the facts and move on. It is wise to direct your anger towards problems not people, to focus your energies on answers not excuses.
The fact is how will the 3Q earnings be ...... good, bad or ugly?

Posted by bullbear > Nov 13, 2013 03:00 PM | Report Abuse
Beware of the little expenses; a small leak will sink a GREAT ship. If a business does well, the stock eventually follows!

<yawn> worse than recycle record player! LOL

window dressing months, dorky. That's why we say this month onwards, BsB can gloat! read back! :)

dorky, november & Dec traditionally weak months in investors' calender! we just want BsB to humor us with his "knowledge"! get ready for buying by month end when foreign investors all close account and go back for christmas turkey! LOL

Malindo's strategy, however, has left many sceptical that the carrier will be able to soldier on without massive losses.

Even before the airline launched, CIMB analyst Raymond Yap said Malindo's entry will cause a price war between carriers operating in Malaysia. He adds that AirAsia's core net profit will decline from 2014 as a result, but he expects Lion to eventually call off the Malindo venture "in view of what we expect to be relatively large losses".

"Malindo has deep pockets and hence is resorting to price cuts to attract passengers. The offerings for now seem too good to be true and in my view are unsustainable," says Ravi Madavaram, aerospace consultant at Frost & Sullivan.

http://www.flightglobal.com/news/articles/analysis-is-malindos-business-model-sustainable-388992/

AA going for the kill, unless Malaysian govt and Lion Air pumps in money! :)

err... what is Malindo's strategy ar Bsb?

http://www.airasia.com/my/en/about-us/ir-strategy.page

whatever typhoon, airasia seems to be doing its bit eh, BsB? this is in 2011, also in the philippines. Brand name! brand name!

http://www.myfew.net/airasia-free-air-assistance-to-philippines-typhoon-victims.html

October 2013 news dated or not? hehe

http://www.thestar.com.my/Lifestyle/Features/2013/10/03/Malaysian-airlines-are-Asias-best-carriers.aspx

A senior executive with an Indian carrier said on the condition of anonymity that AirAsia managed to beat its competitors on prices because of its drastically different cost structures.

http://articles.economictimes.indiatimes.com/2013-09-21/news/42272621_1_kuala-lumpur-air-india-malaysian-airlines

Both airliners seem more than willing to sacrifice net profit margins for the sake of market share. A new price war is going to start from the second quarter of 2013. The Indonesian air travel market has been growing faster than Malaysia's, which is why AirAsia is moving its operations there.

http://seekingalpha.com/article/1039891-asias-budget-carriers-prepare-for-price-war

more old news for you. you are only picking up on the yield matter ka, BsB? LOL

how about SEA then with population about 600m+ and AA's (and subsidiaries) total airlines is only 320+?

BsB, so how?

This (India) is large and untapped market. All airlines put together have not been able to tap a small percentage of what the true potential of the market is. We are a country of more than a billion people and less than 400 commercial planes in this country. A couple of years ago there were 440 planes but now there are 390 planes. This is counting smaller aircrafts like turbo props or Q400- all sizes of planes. If you look at markets like Phillipines, Indonesia, Brazil, China, Russia – they have three-four times the aircraft penetration that India has.

We are not even talking about matured markets like United States, Western Europe or Australia. This means that the market is so large that we need more airplanes in this country. Either those airlplanes will come from existing airlines or they will come from new airlines.

So, was there margin pressure in FY13... did profitability go down?
Not really. (Passenger) Capacity went down; demand was more than supply. So, profitability margins did not come down.

The players with stable and lower costs should bring in more supply. So, what I’m saying has a two-fold import. First, a motherhood statement, the business has to be run in a way that costs are less than revenue. This makes business sustainable. And, second, from the passengers’ point of view, sustainable business has to bring in more supply, so that fares come down. That is exactly what we are trying to do at IndiGo — build a strong sustainable profitable business and bring in more planes so that we can offer lower fares.

We are entering a phase where we will see unbundling of fares. How does that change the economics of the business?
That is bound to happen, if airlines have to meet costs. So far, Indian passengers were used to paying for buffet lunch. Now, buffet lunches are becoming à la carte menus. If the entire global industry is moving in a direction, India cannot be unique in that respect. Every mature market has gone that way.
-------------------

to quote someone : Risk comes from not knowing what you're doing.hehehe

How do you see AirAsia’s entry changing the Indian market?
The new player has a sharp bunch of people. They run a good airline. They will run a sharp business and not do anything silly. They run a successful business everywhere else in the world, keeping the costs low. Those that have kept prices high need to worry.

http://www.business-standard.com/article/companies/i-don-t-lose-sleep-over-airasia-aditya-ghosh-113070700494_1.html

and speaking of recycling news, i wonder why someone else is doing ever so often? care to answer for once rather than stay in denial? LOL

Posted by bullbear > Nov 13, 2013 12:27 PM | Report Abuse
Folks, why is kcccccccc now loh desperately selling old newspaper? Heheheheheheheh!! Maybe buying at a high price & sadly still holding! Probably caught in the bull trap!

haha... if you think i still hold AA, its your prerogative! but i just wanna rebutt what you are saying that is wrong. anyway, why put my name is such a way? got irritated before? LOL

Long term growth intact! :)

Lion Air and AirAsia have said they aren't worried about the capacity boom, noting that Southeast Asia is home to more than 600 million people, with an increasing number who can afford to fly because of robust economic growth and low fares. Both companies declined to comment for this article.

Lion Air Chief Executive Rusdi Kirana "may have bitten off more than he can chew," said Shukor Yusof, director of Standard & Poor's Equity Research in Singapore.

Lion Air Jet Order Stirs Concern Over Glut in Southeast Asia - WSJ.com
http://online.wsj.com/news/articles/SB10001424127887323639604578370153495992998
(from Easy Browser Pro)

The population was what I am trying tto impress our world economist yesterday. If AA kills Lion air in Indonesia, the world is TF's oyster! :)

Lion Air’s massive orders continue to raise doubts | Leeham News and Comment
http://leehamnews.wordpress.com/2013/10/24/lion-airs-massive-orders-continue-to-raise-doubts/
(from Easy Browser Pro)

More reading! Good luck Kirana! You gonna need it

Good luck Nadi. From AA's fightback, looks like money down the drain if don't play their cards right! :) maybe can hire BsB as consultant and save them! Hehe

Lion Air to Make Bangkok its Hub
http://www.domesticflightsthailand.com/News/Lion-Air-Make-Bangkok-its-Hub-20131101.htm
(from Easy Browser Pro)

Interesting to note: lion air started in November already? Anyone knows?
and massive order of more than 900 planes if my reading is right? OMG. No wonder seriously under capacity!

Malindo paltry response to AA Mega sales. Good luck surviving malindo! LoL

Lion air announced already Thailand will be their new hub! LoL keep the pressure AA :)

KLCI futures traded lower | i3investor.com
http://klse.i3investor.com/servlets/fdnews/218835.jsp
(from Easy Browser Pro)

Klse needs to drop another 20 points

Buying season coming.... :)