KC Loh

lkc121 | Joined since 2012-04-24

Investing Experience Intermediate
Risk Profile Moderate

retiree with nothing better to do and watch stock go up and down, with a bunch of lovely coconuts to sell :)

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Stock

2013-06-13 12:38 | Report Abuse

MOF need not get into that business, especially when Najib administration has begin to hive off a few GLCs already. Theirs is a business of keeping level playing field (easier said than done, I know) and open more sectors for liberalism as open market demands. Governing, not profitability, seems to drive the ETP especially when they are also holding golden share!

News & Blogs

2013-06-13 12:10 | Report Abuse

Probably filling up Indonesian routes. Tit-for-tat! Maybe even strengthening Japan in long run

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2013-06-13 12:04 | Report Abuse

Celaka punya yapunchai bond traders. Made maybank drop so much! Bernanke will continue stimulus programme la. This announcement test water only! Next round will be real as market already conditioned for it already.

Overreaction! Overkill too!

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2013-06-12 20:00 | Report Abuse

Ashrizal1, you are playing a lot of counters using momentum investing and some assumptions of Philip Fisher's growth model. This is good in bullish market, but avoid such counters when the bear comes!

So far,your exit plan is spot on. Good for you!

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2013-06-12 19:34 | Report Abuse

:)

Ashrizal1, getting more astute each time I see your postings! Didn't really like PMI but could start seeing the logic of your choice. Always keep asking the hard questions, ba! LoL

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2013-06-12 17:26 | Report Abuse

Getting close to my exit point already. Close to my FV. Just hanging around until I have identified other counter (s) to enter.

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2013-06-12 16:39 | Report Abuse

To me, idris jala took the easy way out by selling Mas non-core assets then. At least with the no nonsense Jauhari, he is biting the bullet and applying painful measures now which, personally, should have been done ages ago! Its the right thing to do. And has to sstart somewhere! I'd rather had it now with the forecast for Asia aviation sector looking a bit better at the back of a bull run!

Furthermore, how much lower can MAS go? 25 sens? These are buy opportunities to me,not otherwise.

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2013-06-12 16:00 | Report Abuse

Purchase price coming back soon! Boy, how I love last puff buffettology! LoL

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2013-06-12 15:47 | Report Abuse

You guys are advised to buy at your own risk. I do see a potential 50-70% upside by year end. So I am punting just as I did with Scomi many moons ago! :)

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2013-06-12 15:17 | Report Abuse

Personally a few more sens won't make much difference to me. Unless one is going into the millions. In MAS case, hands just itchy to punt. I believe this jauhari guy is bent on fixing MAS. Head seems to be screwed on right what to do with the proceeds of the rights issue (as in replacing aging fleet), joining onealliance,etc! 30-31 sens entry seems fine to me!

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2013-06-12 15:10 | Report Abuse

Especially when you are not reading in between the lines! LoL

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2013-06-12 15:04 | Report Abuse

Remind yourself, hustle, to get your lawyers to re-read your pre-nuptial agreements with your many wives. May do you a world of good!

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2013-06-12 14:57 | Report Abuse

A lot of dividends to invest! :)

Did you guys read what Boeing is forecasting?

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2013-06-12 11:46 | Report Abuse

where is this Dunkin, since he appeared, Scomi went downhill again! <polishing shotgun!>

News & Blogs

2013-06-12 11:45 | Report Abuse

next 2 centuries, so price of oil should drop because of adequate supplies. All eyes should be on Russia then! In Putin, the world trusts! :)

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2013-06-11 16:44 | Report Abuse

last few days so difficult to get in. look at the sheer number in the buying queue....

News & Blogs

2013-06-10 17:16 | Report Abuse

Japan has long history which AA is not familiar with. Domestic routes are not as cheap as they think they could absorb

News & Blogs

2013-06-10 17:14 | Report Abuse

Divesting their loss making venture in Japan?

Stock

2013-06-10 12:34 | Report Abuse

doing good now.... EPF just came onboard as major stakeholder

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2013-06-10 10:43 | Report Abuse

this dunkin trying to break the law again.... cis!!

LOL

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2013-06-10 10:39 | Report Abuse

Posted by asoh > Jun 10, 2013 10:31 AM | Report Abuse

At last we did it, break the 0.45 wall...YES!!!

now stay there or go upwards! :)

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2013-06-10 10:13 | Report Abuse

teach me how you compute AA PE

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2013-06-10 10:04 | Report Abuse

i am just waiting for analysts to change their tune............again! :)

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2013-06-10 10:00 | Report Abuse

by convention, 3 & 4th quarters are AA's strongest quarters!

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2013-06-08 17:33 | Report Abuse

this is a bit dated, but its about the question of rights issue to meet debt obligation: http://biz.thestar.com.my/news/story.asp?file=/2012/12/17/business/12469061&sec=business

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2013-06-08 17:22 | Report Abuse

ok kcchongnz. just thought of getting some numbers in from someone whose head is screwed on right as per proven case of yours! :) 2nd opinion counts! :) thanks

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2013-06-08 16:43 | Report Abuse

any numbers you have crunched on AA, kcchongnz? :)

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2013-06-08 16:37 | Report Abuse

forgot to add, i still find this a booming sector although many said its starting to be overcrowded. was expecting more AA bashing recently from BN folks, but can do la for me with the current price to enter.

Wellington management may know something. only as recent as 31 May purchasing almost 12m shares before selling off 1.02m with the recent hike.

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2013-06-08 16:31 | Report Abuse

Hey kcchongnz. good reply. I tend to concur with your assessment from that answer about oooo say half a year ago.

I am excited by the prospect that they are about to hive off the more expensive routes to AAX (hopefully part of the fleet purchase consisting of the 7bn goes to AAX too, since the IPO is more % back to shareholders). that's gonna be Tony's problem in Jakarta or wherever he may be going now with his regional hub next!

Aileen Omar seems to be a-typical Fin controller type of CEO :) AA Malaysia is gonna concentrating on enlarging routes in the domestic scene, to the other lucrative ones like Kota Kinabalu, Kuching etc., etc. Malindo? well, no disrespect, but they are only talking of 3m passengers end of 2014! about 20% only of KLIA2 capacity!

thanks for answering anyway. always good to get another good opinion! :)

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2013-06-08 07:10 | Report Abuse

Lets hope will rebound following Fed's lead in the DJI yesterday. Time to go back to 3.5x for AA. accumulated enough! :)

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2013-06-07 15:06 | Report Abuse

hope so! :)

where's my friend kcchongnz? i got its FV at 4.22. wonder what he got here!

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2013-06-07 15:00 | Report Abuse

buying..... :)

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2013-06-07 14:49 | Report Abuse

bigger margin of safety detected! now if only no bloody outbreak of war, epidemic outbreak, and fuel hike! go go go! :)

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2013-06-07 14:46 | Report Abuse

govt spending on ETP for 2H13 coming! :)

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2013-06-07 14:45 | Report Abuse

climb baby, climb! :)

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2013-06-07 14:39 | Report Abuse

after a drop of 20 sens last two days, i am a little optimistic

lets hope can rebound! :)

News & Blogs

2013-06-07 10:26 | Report Abuse

Looks like bull could be lurking now. Once Govt spending comes on the 2nd half of the year, its all system goes

News & Blogs

2013-06-06 16:33 | Report Abuse

scomien already touched 56 today

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2013-06-06 11:09 | Report Abuse

In answer to tonylimI