shrobin

shrobin | Joined since 2012-07-11

Investing Experience -
Risk Profile -

Followers

0

Following

0

Blog Posts

0

Threads

374

Blogs

Threads

Portfolio

Follower

Following

Summary
Total comments
374
Past 30 days
0
Past 7 days
0
Today
0

User Comments
Stock

2019-02-21 06:27 | Report Abuse

I would like to see the legal case on how MAHB justify on imposing the same charges apply to KLIA2 vs KLIA! Maybe the public should sue MAHB on this!

Stock

2019-02-15 22:26 | Report Abuse

C65 is expiring this month! Likely motive to press down mother share price!

Stock

2019-02-15 21:28 | Report Abuse

Oil price affect all airlines. If we invest in airline business, we should be prepared for fluctuation in oil prices! In the worst case situation of very high oil prices, the fuel surcharge kicks in. So, really the real concern should be on the efficiency and the loading. These are internal factors! The oil price is an external factor. Airlines main competition should be on internal factors!

Stock

2019-02-15 12:15 | Report Abuse

I was just told Raymond Yap just make a hold call for SIA! Target price remain the same! If there is anything i am concern with AirAsia is jet fuel price! SIA will face the same problem like AirAsia if not worst. Is Raymond having an agenda?

Stock

2019-02-14 17:16 | Report Abuse

Raymond is looking for attentions!

Stock

2019-02-14 17:13 | Report Abuse

Email: raymond.yap@cimb.com

Stock

2019-02-14 16:39 | Report Abuse

Raymond Yap is the CIMB analyst that wrote report on AirAsia!

Stock

2019-02-14 15:51 | Report Abuse

About two and half months ago, CIMB's Raymond Yap call for a sell on AirAsia and set target price from 3.12 to 2.12! His call was wrong then and now he continue his call to sell with target price of 1.82!

He must be a jerked analyst!

Stock

2019-02-14 13:40 | Report Abuse

At 1.82, AirAsia is now worth only RM6.0 billion! In the last 10 years, AirAsia has paid out RM4.3 billion in cash!

1.82 is about the price Tony and partner bought additional 20% shareholding in 2016. Tony and partner must be stupid to buy at this price!

Stock

2019-02-14 13:27 | Report Abuse

AirAsia Q4 result is going to be out within 2 weeks! If i were Raymond Yap, i will wait until then to make a call.

With the ringgit strengthening, jet fuel purchased should be better off. Raymond cannot even see such obvious?

Stock

2019-02-14 12:53 | Report Abuse

All the other research houses must be stupid, only Raymond Yap of CIMB is valueing AirAsia correctly!

Stock

2019-02-14 12:50 | Report Abuse

Not sure Cimb should still keep him there!

Stock

2019-02-14 12:42 | Report Abuse

The Kiasu Raymond Yap is now really screwed!

Stock

2019-02-04 07:23 | Report Abuse

Hey guys! Happy Chinese New Year to all.

Lately, i was informed that "Homily software" is having the feature on detecting big fund flows!

I can only believe this if Bursa is selling this info to Homily!

It would be not very fair if Bursa is selling this info to specific individual or house.

I seek your view on this matter!

Have a great CNY!

Stock

2019-01-30 18:15 | Report Abuse

AirAsia hit the low on August 26, 2015 after GMT's Gillem Tulloch reported negatively!

Stock

2019-01-30 18:09 | Report Abuse

Read and watch Gillem Tulloch did his round on AirAsia on Jun 23, 2015

https://www.cnbc.com/2015/06/23/negative-airasia-report-revealed.html

Stock

2019-01-21 18:57 | Report Abuse

If you have invested in AirAsia since 2009, 10 years ago, you would have gotten about 17% annual compounding rate! This is including the RM1.19 in total dividends paid.

If you have invested in sufficient ammount, the last 10 year at 17% returns should be enough to cover your living expenses and also provide you with some capital growth!

Anything more than 10% at compounding rate is worth considering, my view!

Stock

2019-01-21 18:41 | Report Abuse

The key to investing in GDB is to be able to understand its growth strategy and how well GDB can implement it! It was spelled out in the IPO documents! In my understanding, it is reasonable but need to monitor how GDB can execute it! This can only come about by talking to the CEO of GDB! Investing in GDB is a long shot! At least on paper it has the potential! It is still requires more homework to follow up this year especially during the AGM!

Stock

2019-01-18 11:48 | Report Abuse

My main focus on coming Jun AGM is to understand more on the new tenders!

Stock

2019-01-18 11:09 | Report Abuse

Closed meaning you cannot see their postings?

Stock

2019-01-18 10:22 | Report Abuse

AirAsia's annual compounding rate for last 10 years!

https://m.facebook.com/groups/1784437905205612?view=permalink&id=2...

When you includes all the dividend paid, it works out to be about 17% every year for the last 10 years!

Hopefully GDB can be another star in the coming years!

Stock

2019-01-18 10:17 | Report Abuse

AirAsia annual compounding rate for last 10 years!

https://m.facebook.com/groups/1784437905205612?view=permalink&id=2167850056864393

When you includes all the dividend paid, it works out to be about 17% every year for the last 10 years!

Stock

2019-01-16 16:30 | Report Abuse

High volume road blocks just cleared!

Stock

2019-01-16 16:26 | Report Abuse

Likely in June! Main thing is to get a better feel on the new tenders! And very important to know more about the CEO!

Stock

2019-01-16 14:28 | Report Abuse

At least wait until the next AGM!

Stock

2019-01-14 20:07 | Report Abuse

Just my gut feel! I think is worthwhile to hold until Q1 result and then review again!

Stock

2019-01-14 15:38 | Report Abuse

Ok! Young Patrick!

Stock

2019-01-14 14:13 | Report Abuse

See you Patrick!

Stock

2019-01-14 11:08 | Report Abuse

Wait until June AGM and see how?

Stock

2019-01-09 20:59 | Report Abuse

Patrick can replace CIMB's analyst Raymond Yap, LOL!

Stock

2019-01-09 18:47 | Report Abuse

Hopefully some new projects secured announcements soon!

Stock

2019-01-08 17:13 | Report Abuse

That i know they have enough orders for next two years! Those in tenders are yet to realised!

Stock

2019-01-08 10:54 | Report Abuse

You can download the IPO prospectus from the Bursa website! Read the content page for other relevant information.

Stock

2019-01-08 10:47 | Report Abuse

Read page 12 of IPO prospectus for the dividend policy!

Stock

2019-01-07 17:24 | Report Abuse

I think the CEO early years of work experience in Mitsui has a lot to do with his current management thinking! He was a working professional that turn into a businessman.

Stock

2019-01-07 16:08 | Report Abuse

May month is not very far away! I really like to know more about this company! It can be a big one, just my guess!

Stock

2019-01-06 00:04 | Report Abuse

Little coverage by investment analysts at the moment!

Stock

2019-01-05 17:02 | Report Abuse

74% of the shares are in the hand of the two top guys that run the company! They are committed to make good! With 30% dividend policy in place, they are also committed to share!

Stock

2019-01-05 16:37 | Report Abuse

Raymond Yap of CIMB is a kiasu Singaporean! His last report may have caused many to sell out to cut loss or miss out the price run up lately!

Stock

2019-01-05 16:05 | Report Abuse

Noted! Thanks

Stock

2019-01-05 14:05 | Report Abuse

Ok, i see.....

Stock

2019-01-05 13:43 | Report Abuse

Patrick, are you on AirAsia?

Stock

2019-01-05 13:19 | Report Abuse

Good chance it will do well!

Stock

2019-01-05 11:29 | Report Abuse

Thank you Patrick! See you in the next AGM!

Stock

2019-01-05 11:09 | Report Abuse

Just enjoy your dividend near FD rate while you wait!

Stock

2019-01-04 18:59 | Report Abuse

Best to follow up to understand more at the next AGM, especially on the management thinking of the CEO! Probably the most important of all.

PE, ROE and DY look good to me!

Current poor market sentiment provide a good entry point!

Stock

2019-01-02 22:12 | Report Abuse

AirAsia is likely going to be a hot stock for 2019!