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2016-11-25 11:16 | Report Abuse
Alot of monetization in 2017 and IPOs
2016-11-25 10:55 | Report Abuse
Please pay attention to the answer to the USD appreciation question as well
2016-11-25 10:54 | Report Abuse
Can't wat for Dec 5th then and 4th qtr for airasia india!! Hehehe
2016-11-25 10:27 | Report Abuse
Wow 9??? Thats alot more than expected. This gives a greater chance for a high bid to come in! Very very good.
2016-11-25 10:09 | Report Abuse
Hahaha made contra gains more than 10 rounds, long term holdings which is fully loaded now on handsome paper profit. Sell now also i should be very happy but no, im waiting for even more and more. I promised my wife 3 holidays after AA to make-up for my research hours. AA will more than pay for that. I used my eyes to do research instead of looking at someones big picture and instead of a win-win plan, i had an all-in-all-win plan. Laugh.
2016-11-25 09:25 | Report Abuse
AA should be rated now due to IAA starting contribute to profits quite well, forex not effecting AA and hedge well done, oil very low for foreseeable future, passenger load every growing, anxillary income can increase substantially next year on digitization meaning even greater profits, balance sheet keep getting better and better which AAC sale should provide great one-off and even more factors...too many to list. Hahaha. I wont sell now at all. Being very patient.
2016-11-25 02:57 | Report Abuse
Calvin- Asia's richest man Li Ka-shing got into airplane leasing i supposed because he saw something worthwhile there but maybe you should go tell him about how depreciation will hit his planes? Hahahaha
2016-11-24 23:31 | Report Abuse
Let this be a lesson to newcomers. Do not invest in shares with your emotions. I feel the fallout to the whole USD appreciation was abit too much and you could tell even on this forum the emotional reaction to that was excessive. This QR has shown you how such things can be mitigated effectively beyond most ppl's expectation.
2016-11-24 23:27 | Report Abuse
Looks like the next stage to increase profitibility is to boost anxillary income by introducing more digital services onboard flights. This should boost earnings quite abit.
2016-11-24 21:32 | Report Abuse
Yes great comment by feicsh, they did really well and the hedge is up to 62% now at a great rate. This is why i too was not too concerned with the forex situation. They can manage it well and AAC will create a realized gain on forex once it wraps up.
2016-11-24 21:13 | Report Abuse
Yes AA Indonesia is the turnaround story this quarter and this bodes really well for sentiment as associates start to contribute to profitibility.
2016-11-24 20:49 | Report Abuse
The timeline for AAC is getting closer and closer. December we should see newsflow on offers etc. This will peak interest. Fireworks countdown is started. As for results, its very good and the forex work is well done to mute the usd myr volatility. Cant wait for 4th qtr numbers!! All is well hehe. I can sitback and relax and just wait.
2016-11-24 11:53 | Report Abuse
I believe 4th qtr load will break 90% but hopefully yield does not suffer too much. I believe their margin is still comfortable for the next 3 years atleast.
2016-11-24 11:39 | Report Abuse
Never doubted you for one second sifu icon. I bought in since 2.80s level and averaged down all the way into 2.50s and had about 10 contra gains so far in between with long term holdings in profit already at this point. Your articles and insights were instrumental in my decision making.
2016-11-24 11:28 | Report Abuse
Everything on track well now. Just waiting patiently to cash in at the right time. May not be after QR tho...AAC will be bigger sentiment wise imo. My wife already plan for hawaii, alaskan cruise and maldives trip...AA trade will make it free for me hehehe
2016-11-23 22:30 | Report Abuse
Prepare popcorn for tomorrow's show.
2016-11-23 16:53 | Report Abuse
This is most likely off BNM maintaining OPR at 3%
2016-11-22 16:40 | Report Abuse
supermx2, supermx8, how much you make? hehehe
2016-11-22 16:22 | Report Abuse
Managed to buy back my friday sales at 2.64. Made contra gain on friday and lower average even lower hehehe
2016-11-22 09:21 | Report Abuse
Oil down, dollar up; scared. Oil up, dollar down also scared. Hahahaha
2016-11-21 17:02 | Report Abuse
All I see today is BB is weeding out weak retailers and weak retailers being scared of everything including their own shadows. Hahaha
2016-11-21 12:07 | Report Abuse
supermx8 I made more money on friday off AA. So far about 10 rounds profit on AA. How?
2016-11-18 16:44 | Report Abuse
As i said this morning, go look back at trading statistics and you will understand that the selldown is not severe in value and volume. That is nothing that you can start saying FF is rushing out. Now you can see by the lack of resistance in the rebound as well. If this is a FF cycle to rush out, no way this rebound can occur with very little resistance. Sikit2 FF this and FF that.
2016-11-18 10:07 | Report Abuse
I highly doubt you can call what we saw the last few days as FF selling/ liquidating! Go look back at the volume and value and think for yourself. If FF wanted to sell out fast it wont be like that at all. If you think a move from 2.80s to 2.50s with so low volume in that many days is FF selling out of AA then you need to rethink investing in stock market.
2016-11-17 17:46 | Report Abuse
I wonder why then aircraft leasing business is such a huge industry and highly profitable?? Wow
2016-11-17 17:31 | Report Abuse
calvin, you must also factor in its ability to hedge against forex volatility, asset sales also denominated in USD, growing load factors, increase in tourism due to forex advantage, oil price adjustment to strengthening usd, ability to pass on cost and more. Not everything is simple but perspective must be all inclusive as well.
2016-11-17 17:07 | Report Abuse
Not to mentioned sale value of AAC per share. Need to input that as well.
2016-11-17 16:39 | Report Abuse
If the price stay here, by 3rd qtr next year AA might be trading at 1x P/B..
2016-11-17 15:38 | Report Abuse
Retailer mentality is very clear here. Lack of control of emotions. Every price movement must be something really bad happened until die or something really good happened until heaven. The price movement is understandable given the run-up and sentiment of USD. Its just a portfolio choice to reallocate. It doesnt need to be disaster. If you have holding power then why worry? No need to speculate to match your emotions. The facts will not change so easily based on your panic.
2016-11-16 10:49 | Report Abuse
Hey nigel...still holding some AA?
2016-11-16 10:34 | Report Abuse
When i saw AA at 2.67, i quickly ran to my neighbour's house and pounded on his front door. Nego and let go of all my boxer shorts. Quickly bought in some at 2.67.
2016-11-14 18:00 | Report Abuse
GoT pls tell me what achievements you have that you are qualified to judge Tony in that way? Don't worry i'll wait...
2016-10-14 17:09 | Report Abuse
Even at close 2.78 Q cannot match. To me it is simple range movement. No excessive buy or sell to up or down. No major catalyst for a big move up or down. Oh btw, supermx2, I make more money from AA trading this range. How?
2016-10-13 15:59 | Report Abuse
Back to buying mode. Queuing to buy now hehehe
2016-10-04 16:58 | Report Abuse
supermx2 and topglove2, I made money again on AA. Long term holdings also still profit on paper. How? hehehe
2016-10-04 16:57 | Report Abuse
Managed to intraday bought 2.77 and sold 2.82 :)
2016-10-04 10:32 | Report Abuse
Waiting patiently at 2.77, no joy yet...
2016-09-30 17:04 | Report Abuse
Have to wait for Deutsche bank situation to play out. The longer the situation is not clear, world markets will be under pressure as sentiment about a ripple effect especially in banking and lending will dominate. Hope Deutsche bank or german govt will move to calm markets.
2016-09-30 16:39 | Report Abuse
Wonder if Icon sifu bought in more..
2016-09-30 15:47 | Report Abuse
Need confirmation? Look at banking stocks.
2016-09-30 15:43 | Report Abuse
Look at index please, look at other counters also, look at Dow last night. Deutsche bank sentiment is dominating. Risk off/ profit taking setting in. Not just AA effected. But volume is thin in AA for that.
2016-09-30 15:20 | Report Abuse
Queuing to buy more at 2.80 hehe
2016-09-30 15:11 | Report Abuse
Price going down on thin volume. Anyone wanna guess what that means?
Stock: [CAPITALA]: CAPITAL A BERHAD
2016-11-25 12:35 | Report Abuse
My biggest problem with airasia is too excited to realise my gains but still wanting to hokd AA long term for up to 2 years to realize all the exciting things they are doing and the growth they are experiencing. Its difficult as a trader.