Correct, that Korean's interview "could be" just BS. TF never mention Korean buyer, probably Airasia should have deny it....

TF very smart, not keen on Korea, as war risk is increasing.

Wait until end of month RM3.50. Gogogo!

Huat lah!!

KYY got BWC syndrome, keep repeating the same thing.

I think Calvin is right.

What icon8888 and KYY are saying is purely imagination.

Boss hedge so many contracts push up price of oil indirectly....keke

也是零分

零分

This swtay also dangerous.

Really dangerous. Looking at what "swtay" is saying, maybe the quarterly report also suspicious.

好料!

You know this is illegal, right? It's called a hoax when you pretend to be a research house.

I am going to sell my 1 lot because the hoaxer repeatedly failed to publish photo of the lady boss.

Another great day, continue buy buy buy, fry fry fry.

Icon8888 gang is everybody -2. Nobody will pity an evil kid....

當你孤單你會想起誰，
愛康達人坑你一千回，
在下一個輪迴，
也許還能賺回，
再述說今生的不悔！

新歌《坑你一千回》，會唱的一起唱。

（Icon8888, its a joke, ok?!）

你寫故事還可以，財經知識過於薄弱。

If you know what you are doing, then there is no risk.

喺《大時代》裡面，慳妹（周慧敏飾）為了幫方展博（劉青雲飾），將畢生積蓄交給方去投資股市。方將全部買晒渦輪（structured call warrant），十分鐘就輸晒。

VG, thanks for your input. I (and batu88) recalled TF mentioned 12 years straight line.

Another good quarter coming!

Huat lah!

Now Airasia is selling all of its old version planes, 15% savings on fuel is tremendous.

weng, 1. The planes were bought at highest discount possible on earth. 2. Most planes are bought when they are new, 12 years straight line (correct me if i am wrong), 3. A lot of the planes were fully depreciated.

I may not be accurate about this, but Airasia has long term plan on plane ownership, as time goes by, depreciation will become lesser and lesser, intrinsic value becomes higher and higher.

最近郭台銘很紅，給臉買一點。

I thought you can only key in max 5,000 lots (500000 shares), anyone can enlighted me?

2.8m shares 1 go @ RM3.1, geng!

Shellhouse, buy more. If you also don't want to buy more, who will buy from you? BUY BUY BUY.

That giant block eater was really big, 3 million shares @ RM3.1 one go, i think earlier 2 blocks of half a million shares also his/her work. It needs share price to be in the green, even at RM10 million ++. Geng!

ignissiama, Ivanka will do a better job, send TF to be friend with her first.....keke

好料，謝謝！

No buy no photo of lady boss. Short you till 0.005...

RenegadeMaster, yeah!

Wiki123, if airasia declares 10 cents dividend tomorrow. Say ex-date is 10 may, then besides c38, because it's expiring before the ex-date, all other call warrants will suffer a 10 cents reduction of value relative to mother share price because the exercise price will not be adjusted for normal dividend. Don't know exactly how to describe that.

Correct me if I am wrong.

Only 10m got t4, others all cash account. Most are prepared to wait for few months

Dividend announcement soon, looks like only c38 possible to escape the "reduction of value", (don't know what should it be call). What u guys think?

I do think it's possible to reach rm3.5 by end April, but it doesn't matter if it doesn't. Future of Airasia looks brighter and brighter, I am convinced it will reach rm8-12 (on a pre-split basis, keke) in three years.

The listing in Hk is coming pretty soon, still lots of excitement going forward.

Stocks like Berkshire, apple, McDonald, etc, if you own it in the early days you could stop working for the rest of your life. Airasia is one like that, I am still accumulating!

FY17 airasia is going to make at least 4b including gain from disposal and IPO, + debts recovered from IAA and PAA, this is simple math. Do your own calculation, do not rely on IB analysts so much, they are wrong most of the time.

Icon8888, i will blame you if market crash after you leave.

No mood to read yet, but well written, keep it up.

Feed prices has been increasing in the last few months. But it doesn't matter.

In Abdullah's time, farmers were given subsidy to prevent price hike. Najib cancelled it (along with every other subsidies and charge everyone 6% instead, how sad). Now farmers are charged with 6% extra for feed. Most smaller farmers are dead. Plus Thailand has problems (no water, no raw material) these few years (and getting severe), so less/no smuggling.

Anyway, we are seeing consolidation in the chicken market is done, and it is a producer's market now.

Those who spotted CAB are really champions, congratulations! You read the market with numbers. Geng!

見微知著！

如果你兩年前寫這篇東東，我還不敢駁你。反應之慢，匪夷所思。

Sorry, too much "Sherlock Holmes!"

不知者不罪！

但是如果你有閱讀的習慣或者曾經去過學校的話，肯定就會知道借美元是用來購買以美元計算的飛機吧！

又或者偶而你有時間玩少一點電玩或者認真學一首新曲子的話而又沒有如此做而去認真做一點研究的話，也許你會看到亞航管理層以及一些分析師盛讚亞航把美元債務與美元資產掛勾起來，成功扭轉市場的看法吧！

又假如你對一種叫做「新聞」的事情有過聽聞的話，就會知道亞航正將價值不菲的飛機租賃公司的部份股權出售，賺取大筆大筆的美元吧！

親愛的朋友，假如你動一動腦筋的話，肯定你就會想到，隨著飛機租賃公司的出售，亞航名下的美元債務將會大大的減少，因為債務一併被人買走了。

Merck, lol. Leave the poor kid alone, there must be some sadness behind this BWC guy, love him, don't tease him no more. Poor little guy!

Keke

axeaxe, depends on your investment horizon also.

Market still do not understand the full effect of AAC deal, it will reduce the USD debts under AAC currently by 80%, AAC will be recorded as subsidiary, accounts will be separated!

Batu88, it's not for everyone, you take over the debts also.

Even if 80% AAC is given for free, liabilities, USD debts of Airasia will be much lower.

Of course it is not free.

Once the deal is done, Airasia will be a net cash company.

Huat lah!

Ok. I will buy 1 lot, to support nice lady boss. Thanks for sharing her new photo, appreciates that

Congratulations to all of us. It's intelligent, courage and hard work that make it happen and make us rich!

Huat lah!!

怨有頭，債有主。別亂鳥中國人

中國也是叫數碼相機的。

https://zh.wikipedia.org/wiki/%E6%95%B0%E7%A0%81%E7%9B%B8%E6%9C%BA

中國也是叫數碼相機的。

Stockmanmy, a thief pretends to be a hero, can only last so long.

Listen to the interview, spinning around, no information given.

There are three things i would like to share with you.

1. Heavy bet when there is a high chance of winning. [Warren Buffett]

2. You can still buy after good result, in another word do not invest when there is chance a critical event will not happen. [Joe Terranova].

3. Review and adjust when what you are expecting is not true. [Warren Buffett]

Well written!

I always think Ma was just a lucky guy. The real deal is Son's investment on him.

Ma's views on China market and blue ocean strategy is wrong.

My cousin works for him, from what i heard lately, he starts to become corrupted.

Also, he is linked to Old Tiger, pretty soon you will see him disappear.

Valuation, you know then you know, otherwise it's difficult to explain. KC Chong did a good job doing it.

Say Airasia sells 80% of AAC, so Airasia receives xxxm. Now buyer gets to own 80% of AAC, which also burden and enjoy 80% of everything of AAC including debts.

Super deal for Airasia.

Oil is dropping towards USD40-42 in the coming months....

Huat lah!

My previous post disappears, probably admin don't like war and politic or simple error.

The news was likely interview from Korean side of the story.

For some reasons, Airasia will not sell to Korean.

For some reasons, China government would help to push through the deal.

For some reasons, we can expect high valuations for AAC.