rizerlee

rizerlee | Joined since 2014-04-17

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Stock

2014-10-13 14:47 | Report Abuse

Airasia cut capacity of KLIA to Singapore Changi from 13 daily flight to 10 daily flight.

Malindo is introduced their KLIA to Changi new route recently.
Malindo's presence in Malaysia market is floating up and it intensify competition for Malaysia market.

p.s: KLIA to Changi is the world largest LCC route in term of capacity and it is cash cow for malaysia aviation company.

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2014-10-13 14:30 | Report Abuse

Malaysia's property sector was down.
O&G is the next ?

both sector raised to heaven since 2012.

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2014-10-13 14:27 | Report Abuse

Armada is still dropping...
price seems haven't settle yet.

Maybe wait for the price solid first only i enter

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2014-10-13 13:47 | Report Abuse

Market is bad recently
Inari , Armada and other drop even more.

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2014-10-12 01:59 | Report Abuse

no matter who is right (CEO or Maybank)

the most important , those fund manager will follow bank's analyst or CEO
what Fund manager and Tai Lo behind scene thinking is most important .

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2014-10-12 01:51 | Report Abuse

Multicode is supplier of proton and perodua ?
Iriz and Axia sale look good

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2014-10-12 01:49 | Report Abuse

hope new budget of pengarang might help Benalec

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2014-10-10 00:17 | Report Abuse

I think the transaction of this company is way too low
Investor not interested to it

Some more there are no analyst follow up

Need to keep in fridge alr

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2014-10-10 00:11 | Report Abuse

Petronas new plan impact O&G industrial ?

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2014-10-09 19:47 | Report Abuse

Sry around 20% since it drop to 2.32

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2014-10-09 19:46 | Report Abuse

Rm2.82 per share
10% higher

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2014-10-09 00:07 | Report Abuse

Tmr trade suspended

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2014-10-08 10:59 | Report Abuse

Share raise and drop.

by the time it drop , you said you tracking this rubbish company.
by the time it raise , you just disappear.

This forum is used to sharing constructive idea but not let ppl to playing God Role.
You are not Warren Buffet and even Warren Buffet don't do this type of comment.

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2014-10-02 19:52 | Report Abuse

Just for my information , does anyone know the distribution / contribution of each brand (Nike , Umbro & etc) contribute to Prolexus business ?

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2014-10-02 14:58 | Report Abuse

please share if you have info :)

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2014-10-01 12:26 | Report Abuse

http://centreforaviation.com/analysis/thai-lion-air-expands-domestic-network-intensifying-competition-with-nok-thai-airasia--thai-smile-188828

some sharing of Thai LCC market from CAPA analysis report.
4 out of 5 new line Lion air going to launched this and next quarter are overlapping with TAA.

traveller has other choices now and yield will not go higher at Thailand market.

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2014-10-01 12:18 | Report Abuse

anyway , MAS restructuring is a catalyst for Airasia.
but there are still many challange for airasia as MAA is the only 1 who making money.

All of its oversea subsidiary (TAA , IAA , PAA , India AA) are making loses and no sign to return profit in short term. (especially Indonesia and Philippine market which facing fierce competition from Lion & Cebu Pacific)

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2014-10-01 12:16 | Report Abuse

@HLX4U
what i read the news from airasia quarter report , TAA is losing money.
we talk about yield with a company which is actually losing money ?

The expension of Thai Lion and entry of Vietjet to thai market will only deepen TAA loses unless tourist to Thailand suddenly bounce back.

Anyway , it is just an ideal sharing and investor need to precaution about the rising USD.
Fuel price is lower but currency from USD to RM is raising.

Airasia selling most of it product by asia currency but their cost mostly in USD.
It will bring currency loses to airasia unless they done a very good hedge about it.

Besides , KL to Hyderabad service was once drop due to bad earning
but how come suddenly airasia add back the route ?
Is it due to existing market are over-capacity and they have no choice to but reopen the losing airline in order to accomodate new aeroplane ?

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2014-10-01 12:00 | Report Abuse

too small company and no analyst follow up ?
today drop pulak

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2014-09-30 15:15 | Report Abuse

will the drop of Ringgit hurt Airasia a lot since their lending & major cost (Fuel) are calculated in USD but their product is selling by RM.

Besides , Thai Lion are planning to expand Thailand domestic market which might squeeze yield of TAA further more.

And Vietjet going to launch their service as 4th LCC in Thailand.

Airasia having lot of competitor at all market luckily except Malaysia market.

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2014-09-30 03:10 | Report Abuse

Nike posted very good result as well.

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2014-09-29 11:36 | Report Abuse

Brahim has good relationship with Pak Lah
but Pak Lah effect was retreated .

How far it can go is a challenge and the owner of company has to show his ability to let market believe that he is entrepreneur rather than "Malaysia Traditional Type Businessman"

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2014-09-29 11:22 | Report Abuse

count down clock is ticking...
still no news on merger

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2014-09-25 13:30 | Report Abuse

what is PMetal current PE?
some web page show this company having very high PE.

Any advice ?

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2014-09-25 10:20 | Report Abuse

Opcom business will boast if it diversify its customer base.
This company is too dependance on TM contract.

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2014-09-23 12:56 | Report Abuse

Does Benalec have any progress at Johor Project EIA ?
seems like no news progress so far

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2014-09-23 12:50 | Report Abuse

but will Ecoworld current share holder selling share to PNB after they experienced the unpleasant thing at SP Setia.

they have money and fund now , is fund from government necessary ?

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2014-09-23 12:14 | Report Abuse

is parkson doing okay in China market ?
Malaysia Parkson doesn't seems very well compare to other brand except Pavillion outlet

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2014-09-18 10:02 | Report Abuse

Airasia Malaysia and Airasia Indonesia just cut capacity from Malaysia - Singapore & Indonesia - Singapore due to fierce competition.

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2014-09-12 11:29 | Report Abuse

TF already done something but August result will still posting in 3rd quarter report
4 month per quarter and 1 of it already doom and the rest are in midst.

anyway just sharing some opinion only.

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2014-09-11 22:57 | Report Abuse

MAHB just announced August KLIA2 traffic dropped 6.1%
airasia is the biggest user of KLIA2

Be careful

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2014-09-10 16:49 | Report Abuse

Are Benalec's EGM land sale on June already posted in Quarter Report ?

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2014-08-26 16:15 | Report Abuse

PAA reduced domestic flight of Philippine due to fierce competition from Cebu Pacific
and Cebu Pacific started cut into North Asia - Australia route which a new focus of Airasia X

Finally Tony found his regional competitor

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2014-08-26 16:13 | Report Abuse

Cebu Pacific's analyze by CAPA
worth a read as airasia philippine are not doing well due to competition from Cebu Pacific.

http://centreforaviation.com/analysis/cebu-pacific-long-haul-lcc-hybridises-by-pursuing-transit-traffic-starting-with-sydney-north-asia-182042

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2014-08-26 09:41 | Report Abuse

MBSB got no more dividend this year ?
only 5sen ?

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2014-08-26 09:24 | Report Abuse

Benalec is gone case
Exit now...

We not sure how long it take to start the Johor reclamation project.

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2014-08-25 11:30 | Report Abuse

Airasia Indonesia , Philipine and India will continue contribute lose to the group.
There is another lose contributor , Japan coming in next year.

Hope MAA & TAA able to counter the -ve.

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2014-08-18 09:53 | Report Abuse

their major customer is proton and perodua ?
how about those foreign car company ?

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2014-08-14 14:38 | Report Abuse

Tg Piai & Pengarang reclamation are full of uncertainty

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2014-07-24 11:01 | Report Abuse

when management going to release quarter report?

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2014-07-17 08:26 | Report Abuse

the payment of new aircraft
installment start now or after aircraft delivered ?

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2014-07-15 01:11 | Report Abuse

Benalec having any other project on-going while waiting tg piai ?

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2014-07-05 10:40 | Report Abuse

Iraq seem entering large scale civil war now
Quite worry for the fuel price

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2014-07-04 15:13 | Report Abuse

soon interest rate raise
next year GST