My guess is the selldown is over. Today so far so good. Don't see the agressive sell. I still think its the C34 effect -- ordinary investors could have just wait for a 15 minutes to queue.

I believe they borrow shares to sell, then they have to buy back for the client. The more they sell these 4 days, the more they're gonna buy back.

Remember most analysts still have price target RM3.60-RM4.00. Stay invested.

One may say if Airasia is so good, why fund managers are not buying? Sorry, funds play safe and not aim for big money.

I revived my old account, all in!

Better not. It's very tough sitting on the luggage, I experienced a few times in China's high speed train.

這招叫草船借箭！借了還是要還的

myr up, oil down, more positive news from analyst reports published, my guess is going to be good next week. Let's see

Friday's drop was mainly due to negative news report, I think. So, let's see

MYR up, oil down, more positive analyst reports published everywhere, next week is going to be good.

過去幾個月人民都很慘，吃少一點，雞蛋價哪裡會起？

飼料起價，薪水又起，什麼都起。

再加上現在冬天特別長，到處都禽流感。種雞從歐洲不能來，預防方面我國又不能打疫苗（檢查到有抗體就當你有禽流感），只好步步為營，處處都加重成本。

潮成注重新加坡市場，新加坡都半條命，不好搞！

但是潮成是一家很好的公司，在防疫方面算是及格了，應該可以頂過風浪。

如果書讀得夠多的話，你也許會猜想有一天「小冰河」來了，蛋價瘋漲可以大賺一筆？可是養雞的飼料大部份都是溫帶種的，到時更是「雪上加霜」。

唯一比較有希望的，是自從消費稅來了之後，中小型農場陸續倒閉，一番Consolidation以後可能有所作為。

我們別說「小冰河」，單是現在冬天這麼長，口糧價格會不會大漲還是一個很嚴重的問題。

這位「華衫」看起來紙上談兵，一段一段來看也許片面是對的，實戰起來肯定是完敗。

為什麼呢？第一點說的沒有壓倒性勝利就不打，打有把握的仗，也不能說不對。只是如果沒有必勝之戰，就等，就躲，也就低了，是最消極的選擇。

至少還可以有小戰、擾敵、儲蓄力量等等策略。當中最厲害的，就是想出一個辦法，將敵人的強勢為己所用，自己的弱勢轉移到敵人的身上，就是所謂的奇兵、奇計。想不出來就說奇兵沒有用，太低估孫子了。

用最少的兵力消耗對方最多的兵力。就是Marginal cost, opportunity cost一類的概念。

現代兵法、玩戰略遊戲都好，斗智以外全部都是斗狠、一步不讓的。消極等待一下子就完蛋了。

沒有絕對勝算就不出手的想法，是對孫子兵法的理解錯誤，注定打敗仗。

當代最有名的孫子子孫，當數軟銀巨賈孫正義。你看看人家都是積極進取，快、狠、准！（准是大方向准）

有本事的，應該推算時代的演變。沒本事的，看看當代高手都在做什麼，跟著學學。

要讀懂《孫子兵法》，先讀《孫子兵法演義》，了解孫武孫臏的平生，在戰爭的各種情況下了解孫氏的判斷。現在許多人開始研究鬼谷子，因為孫臏的兵法術數是鬼谷子教的。

別光說不練！

Des07, it's like a guy with rm2000 gaji, but one day he kena jackpot and won rm3 million! Those people will say you are not a rich man because your gaji is rm2000.

Airasia will win jackpot of few billion, for a few times this year. Huat lah!

I think AP is right!

All ordinary shares created equal.

Calvin, can't you see the beauty of Airasia? Continuous disruptive innovation will not only lead your competitors, also kill your competitions on the way.

As felicity pointed out in his previous article, most disruptive companies does not make money but command high earning multiples. Fortunate and unfortunate, the market here doesn't believe in innovation (yet), once Airasia is listed in Hong Kong/New York, the perception will change.

Our analysts here never seen anything like Airasia. They simply misjudge by giving negative value to invesments made for the future by Airasia.

I ask you again, what is TEXCHEM's profit margin? Why did the company lose money in the last two years? What makes you think it won't lose money again?

I already highlighted many times Airasia has changed a lot after the plane crash. It will be the biggest mistake of your life to miss you a 800 bagger like Airasia.

1. Airasia has the lowest cost structure, globally.

2. Market gives 0 value on its ventures. Now Airasia is unlocking its by selling all those investment and refocus. Unlocking Tens of Billion of value.

3. Increasing operating margins through innovations and cost cutting.

4. After record profit FY2016, FY2017 profit will double, to 4 billion. 1-2 billion gain on disposal, unlocking value exercises has been miscalculated by all analysts.

5. Listing in Hong Kong will re-rate the stock upward.

6. Airasia will continue to grow for the next 20 years at least.

7. All financials look great, ROI, margins, ROE, cash flow also better than TEXCHEM.

QL is quite good.

Simply lazy!

Public bank "stand out" again by giving rm2.5 target price. Lol. All others strong buy, huat lah

C34 is expiring, probably it sells quickily to pressure price. If it happens again tomorrow, I will buy in the morning and sell afternoon. 2 more chances

Calvin, you dislike every counter which intends to grow? Hope you can find out who you really are. Maybe when you are rich enough, you can takeover companies and sell it off bit by bit, as you love asset so much.

Calvin, the potential trillions of income also not being recorded mah. Maybe your intention is not for truth seeking or make money.

Eyewitness what you said is very different from the QR released. I do not know how to discuss with you. Why don't you read it again?

Good writing! If you talk to average investors, they will say result no good. You are probably right!

Don't expect too much from reporters, especially Malaysia.

We must praise the professionalism of the few analysts.

According to AP, Airasia got 7.1b fire power, nobody can tahan that.

SharkTank, in fact Malindo is targeting MAS, not Airasia. Nobody wants to challenge Airasia anymore.

I think its just news report present it in the other way. No conspiracy, just unprofessional. Just like public bank. AAX also like that. 1 or 2 days later, more positive report comes out.

CIMB up target price RM3.73.

helloworld123, its a long wait, but its necessary. Pick the highest bidder, then what if they bid but no money one? What if it breaks the law? What if it has something to do with money laundering, black market, terrorism etc..... DD is necessary so that the deal the fair and smooth. This is not selling a hamburger.

We had heard lots of scandals and more is coming. Some deals without board approval, money missing, money sent to the wrong account.....its all related, if we all respect the process then it won't happen at all.

Still due diligence, zzz!

[The biggest will be Asia Aviation Capital Ltd, the group’s leasing arm, which he said is worth about US$1bil.

“We are at the due diligence stage for this and have been surprised at the interest we are getting,” he said.]

FY2016 is great, FY2017 even better. Gain on disposal of AAC (i guess 1b at least), the gains on two IPOs (it was 1b when TAA got listed). Probably 3b - 4b net profit for FY2017.

Huat lah

Batu88, somewhere in the middle, virtual currency!

http://www.klsescreener.com/v2/news/view/197151

One more excitement, Airasia is going to make BIGpoint like 支付寶.

RainT, Tony mentions 30 April because its his birthday. AAC sale could be as early as end of march. Lots of excitements ahead.

Calvin, really got problem with you brain. You know there is no cure for that, Right?

Anyway, according to your logic, you miss out something really important, the future 35T income from operating those planes that Airasia committed to.

What is texchem's profit margin? ROI? What is its yearly profit? Why last two Financial Year "-"? You talk also don't know "malu". Its fine you wanna buy texchem, just don't compare it with Airasia, and think you can win. Kampung baru vs liverpool, what a joke.

Today i lost 5%. Its a good chance for you to beat me.
http://klse.i3investor.com/servlets/pfs/70730.jsp

Nihon Jin is 日本人。

Cend01, yup, strong momentum going ahead!

How ones make gain when you are at a disadvantage stand? By over-exposed yourself! I am guessing only. If i am right, airasia opens up another page in finance. (Say if u need 100 futures contract to hedge, long 150 instead. )

When I read Airasia Story years ago, margin was 10%. Now becomes 25%. Marvellous

Big monies invested in derivatives which is the right move. That's where the cash is.
Investments in associates will becomes fruitful in coming years. For me, it's like googles spend 30b USD every year for R n D. Texchem or Calvin knows what is innovation, market position?
Calvin, you are making the biggest mistake of your life by missing airasia. Soon, you will witness the falls of SIA, Cathay etc and airasia becomes a 800 bagger.
Huat lah

See if icon8888 still want to sell at rm3?

Huat lah!!

thurston, you are right!

nick_ck and others, NP dropped year on year because last year Q4 they put in 500m or so one off gain.

Q415 was not particular good, so they put in lots of extras to push up. Q416 is too good, so they charge a lot of one off item to make it lower.

If you compare on the same ground, apple to apple, at least 700m differences.

JN88, its actually says no dividend. Probably later....

In fact its dragged down by IAA, should be the subscription thing.

20% of 2b as dividend, 7 cents maybe (after dilution).

Winnningpost, you are the best!

Its becomes very comprehensive, so its difficult to understand! Anyway, congratulations to Allstars and shareholders of Airasia.

Huat lah!!!

Calculation all wrong, surprise!

465m NP

Overtime together with Airasia staff....

AAX is disruptive too, but AAX is facing stronger competitors like Qantas, SIA, Cathay, insane mode, lol. Airasia is playing easy mode...

My guess: Operating profit 700m, associates 300m, forex 200m, interest etc 100m = net 700m.