radzi

radzi | Joined since 2016-01-29

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2016-05-17 16:06 | Report Abuse

Warrant is giving mother a lifting hand.

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2016-05-17 16:04 | Report Abuse

yeah - even now warrant is already crazy... LOL

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2016-05-17 15:58 | Report Abuse

Maybank IB revises AirAsia TP to RM 2.50.... that's why you see many buyers.

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2016-05-17 15:57 | Report Abuse

Thank you very much for this share lift-up today. It makes my day....: )))

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2016-05-17 12:17 | Report Abuse

francis huat : LOL !

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2016-05-17 12:11 | Report Abuse

If AAX make Turkey a new centre, it is a stepping stone into Europe market.

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2016-05-17 12:09 | Report Abuse

AAX needs to go to Istanbul. I need some flight tickets there for my holiday. And there are many Malaysian especialluy Muslim visit Istanbul in a year. Common Benjamin. I know you can do that stuff.

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2016-05-17 07:13 | Report Abuse

AAX is simply amazing !!!

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2016-05-17 07:12 | Report Abuse

Even though , there is an alliance, customers vote AAX with their wallet as 82% - 88% of aax is full.

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2016-05-17 07:05 | Report Abuse

Value Alliance cannibalizing each other sales within its member. And it is not 8 vs 1 but 8 vs 12 - you have MAA , IAA, Australia AirAsis, India Airasia, Japan AA , Phillipinis AA, and the equivalent numbers of AAX. So, why AA and AAX needs sn alliance ?

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2016-05-16 22:59 | Report Abuse

ngch ; When we see the trend pump absorb pump with almost 100 mill volume, it means the result has leaked out . A bull market for AAX. "if you know the result is going to be great , why hesitate to buy today , why wait fir result to come out and then buy ?"

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2016-05-16 22:55 | Report Abuse

Have a look at Thai AirAsia result released three days ago. http://centreforaviation.com/files/analysisnew/281/281229/1Q2016%20MDA.pdf

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2016-05-16 22:51 | Report Abuse

sign , aax has hedged 80% of its oil in 2016...... Come back to remind us next January 2017

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2016-05-16 22:50 | Report Abuse

Thai AirAsia generated 2.6 billion bath of cash from operation, equivalent to RM 260 million. Customers vote AirAsia with their wallet ! This is incredibly amazing !

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2016-05-16 19:58 | Report Abuse

Nice one today. My V6 give me problem as I sped through the weekend. And I just read what being discussed.... You guys and gals are incredibly great and nice to have around in the forum. Today , Aax is simply amazing and I am thankful to have been fortunate to spot this stock early . Good night !

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2016-05-14 00:00 | Report Abuse

Yen Leng : Mother AAX is still cheap at least for 2016. Sometimes life will hit you with a brick, dont lose faith.

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2016-05-13 15:35 | Report Abuse

Yen Leng : As you wish, I have gone through a bit of Inari. It is a semiconductor company with revenue came marginally below expectation. If I am to invest in this company, I will do these few things.

(1) Have a feel of the general market. Are Inari competitors having the same problem ? If the competitors are having same problem, then it is the macroeconomics - demand factors that affect Inari.

(2) Check revenue segments. To whom it supply its product, and which customers purchase had dropped such that it affect the revenue.

(3) Third, need to answer why the demand for Inari product has dropped ? Example, if it supply sensors or chips to smartphone company such as Apple, then look at Apple competitors - who are they ? from whom they purchase their sensors and chips ?, product lifecycle has reached maturity ? Smartphone trend has not increased ? We know smartphone is a result of innovation. Strong players like Apple innovate early and captured almost 80% of market share from Nokia. But recently, the product has matured as almost 10 years had passed since first iphone came out. So, other competitors like Oppo , Android phone and so on has introduced to the world their product and captured some of Apple market share.

(4) Is there a plan for Inari to recapture the market from its competitors ? Can Inari produce its product cheaper and more quality than China made sensors and sell its sensors to Oppo , etc ?

(5) Is there any new innovations that would use Inari chips and sensors such that Inari will not depend very much on current customer base ?

By doing this, you will look 6 months to 1 year ahead of what you would expect on the revenue of Inari.

I do not hold any Inari shares and I dont intend to give positive or negative pictures about Inari.

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2016-05-13 14:13 | Report Abuse

lspee : Golden age of banking sector and oil sector had been here for more than 10 years. Now, it is wise for the investors tomove their fund to other sectors. Hope, a fraction of the fund move to aax

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2016-05-13 11:24 | Report Abuse

Market down 24 points but AAX hold price with big volume. Mean that people selling other stocks and buying AAX. Sector rotation is being done. BM

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2016-05-12 22:25 | Report Abuse

shark want the contra players to move out first , then they will move again the counter.

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2016-05-12 22:19 | Report Abuse

If maintain like this 37.5 - 37.0, can move up 53.0 after result.

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2016-05-12 19:46 | Report Abuse

The amazing AAX price turnaround is quite surreal...The profit does not really matter. What matter most is to work hard, find any good target counters , even faced with any threat , long term price would still work up the way we wish it would work.

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2016-05-12 19:35 | Report Abuse

Yen Leng : If you want to take profit on son, you reduce some of your investment risk.

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2016-05-12 13:01 | Report Abuse

it is fun to see aax moves down a little and holding good support at 0.375

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2016-05-11 21:20 | Report Abuse

ngch : the directors sold warrant as well today ?

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2016-05-11 21:19 | Report Abuse

Sure ngch, you can buy and sell as you wish.

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2016-05-11 21:11 | Report Abuse

your warrant will be toilet paper until mother reach exercise price. And I wonder, the directors bought a lot of "toilet paper" nowadays. Have an answer for that ngch ?

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2016-05-11 20:54 | Report Abuse

reputation ? QZ8501 crash was 1.5 years ago. Evident in Q42015, people had become immune to that crash news, and crowded IAA. With new marketing vigor, their reputation has recovered. BTW, negative equity also affects Lion Air, a partner of Malindo.

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2016-05-11 20:49 | Report Abuse

It is akin IAAX is given a business which is already making money and having positive cash flow without needing to work a new start-up.

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2016-05-11 20:48 | Report Abuse

AA is not allowed to inject fund into IAA because of Indonesian regulation. Since present economic situation is advantageous to airline, any merger with surviving entity IAAX would benefit IAAX and indirectly AAX.

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2016-05-11 20:30 | Report Abuse

Was very busy, I have not sold yet. ...

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2016-05-11 20:27 | Report Abuse

morning correction ? afternoon fly .

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2016-05-11 20:27 | Report Abuse

legolandinjohor : refer to aceso link , if Indonesia AAX merge with Indonesia AA and the surviving entity is Indonesia AAX, it is very good news for AAX in the era of low fuel price and in Q1 exchange rate @ 30th March 2016.

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2016-05-11 10:36 | Report Abuse

aceso : 2014-2015 - revenue remains almost constant. Anyway enjoy the ride as long as it is enjoyable and worry about Q2 when Q2 is coming.

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2016-05-10 23:30 | Report Abuse

Performer and Aceso : If AAX was so good, then why in 2015 , they made hundred millions of losses due to Malaysia currency depreciation ? Care to give me the answer ? Let me give you my thoughts on that . Money does not grow on tree. To expand business, you need to borrow and there is a cost tied to hedge this debt. To hedge a RM 1.4 billion debt is simply costly. That is why no company hedge the currency of their debt.

There was another good example of a company went bad in 1997. That company is Leader Cable. It borrowed 100 million in US Dollar , at a face value of RM 250 million , and when the currency depreciated, it had to pay back RM 380 million debt, still equivalent to 100 million USD. That does not include the interest. It was saved by the bank when HSBC converted the debt into shares. We as the minority shareholder will only bite our fingers when we see this happens because, when share price goes down, it goes down for a long time ...

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2016-05-10 23:19 | Report Abuse

performer : hedging had limitation. First, you can hedge maximum one year. Normally, an airline hedge 6 months ahead. Second, singapore airline made billions of losses because they hedge the oil price. So, now, who say hedging has 100% perfection ?

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2016-05-10 23:16 | Report Abuse

Lulu La : Of course, Mr. Pouper is exaggerating; and of course Q1 would be very good. But as long term investor, we want Q2, Q3 and Q4 result to be excellent as well.

Profit is made of Revenue and Cost, exactly it is revenue minus cost. Currency weakness, for example a downtrend from 3.89 (End of Q1) to 4.99 would make AAX incur losses in 2016. From your conversation, I know you are not familiar with statistical analysis such as multiple linear regression, so you just put it aside. To cater for your ignorance, let me put aside the mathematical context and bring in a real life context. A question could be asked, in 1997, how can a monopoly company like TNB made a big loss even though there is no competitor to its business ? Its revenue is solid billions and not millions, and people need electricity everyday. The fact remains , in the year 1997 , under the influence of George Soros, Malaysia ringgit depreciated from RM 2.5 / USD to RM 4.8 per USD and that is the sole, the single cause of TNB making a one billion ringgit loss in that year.

I have analysed the past financial data of AAX. It's revenue and cost , structure is the same like TNB, only that AAX has many competitors. Anything, similar to TNB, under extreme currency depreciation scenario, AAX would make a loss if RM depreciates to RM 4.99. We all dont want this to happen but we have to be aware of this possibility to happen because, we invest with our own hard-earn money. If we think 1MDB is going to cause any problem - then someone need to tell Najib that he needs to do something very fast rather than pretending nothing bad going to happen. Bite the bullet.

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2016-05-10 23:01 | Report Abuse

Thanks JJChan. Encouraging.

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2016-05-10 00:41 | Report Abuse

and you want to buy back tomorrow at a lower price.

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2016-05-10 00:41 | Report Abuse

qwerty : I think you have booked your profit today.

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2016-05-10 00:31 | Report Abuse

It is all what going to happen in a few weeks time.... It does not matter if any tom , dick and harry had made 4 rounds of profits in the past. That's great for them and you guys had enjoyed your profits .

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2016-05-10 00:26 | Report Abuse

qwerty : thank you. I bought AAX-WA at 0.07.

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2016-05-10 00:23 | Report Abuse

ngch : what cross my mind in the past few weeks till today is the amount of profit AAX will announce this coming Q1 result. If the profit cross RM 500mill mark, you will see the price move to 70 sen very fast. So , to sell all my shares that I have kept since January because some tom, dick and harry say so, is just something out of the world especially when AA announced that the load factor had increased 9 percentage points at 6.00 pm today.

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2016-05-10 00:17 | Report Abuse

Maybe , the "leaked" insider info is now taken seriously by many investors, but it was fun because we could deduce this info through third party data months ago before many others notice it.

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2016-05-10 00:15 | Report Abuse

ngch : It is amazing when I see people are doubtful about AAX Q1 result enough for turnaround when we all see people buy this stock like mad in the last two days, perfectly two weeks before Q1 result is expected to come out.

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2016-05-10 00:08 | Report Abuse

qwerty : From your comment records, I only saw you post twice or 0.01% in AAX forum. So I believe you have made your 4 rounds of profits by active selling and buying in MMCCorp , Liihen , Minho , AirAsia and Mulpha because you wrote numerous times. On other hand, check my comments - I post 99% of my comment in AAX and 1% in AirAsia. Never post in other counter. 100% of my bet since January was in AAX and AirAsia. But of course , I am not smart as you, because I did not book 4 rounds of profit.

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2016-05-09 23:58 | Report Abuse

Q1 will be superb. Q2 , worry later in 3 months time.

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2016-05-09 23:49 | Report Abuse

At 6.00 pm after market close, news came out AirAsia group load factor increased by 9 percentage points and suddenly many tom, dick and harry come here persuading people to sell Air Asia X. Come on lah weiii, AA price goes up, AAX price will go up. Don't be so dengki with those already holding thousands of AAX and AAX-WA lots.

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2016-05-09 23:37 | Report Abuse

qwerty : It is easier said than done. For example if one buy at 30 sen then sell at 37 sen and when market goes up buy back at 39 sen then market goes down to 33.5 sen ? How ?