valuegrowth

valuegrowth | Joined since 2016-10-29

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News & Blogs

2017-11-24 02:29 | Report Abuse

Liquidated ascertain damages 是工程延期的罰款。代表著他們有工程延誤或者預計會延誤。
不過,幾乎沒有誰被罰過。

News & Blogs

2017-10-11 11:13 | Report Abuse

Need to x 45% for 55% discount

News & Blogs
News & Blogs

2017-10-05 14:25 | Report Abuse

你印750本,10本送人?

News & Blogs

2017-09-21 14:52 | Report Abuse

When all three phases completed, Changi Terminal 5 would be completed too, with 250 millions total capacity. How could a 100 millions capacity airport be world biggest?
If KLIA finish all its expansion follow master plan, we would have 150 millions total capacity.
At any stages, Beijing Daxing will not be world largest.

News & Blogs

2017-09-12 18:53 | Report Abuse

Bagan, not MAS decision, it's Bang Jib's decision

News & Blogs

2017-09-09 00:32 | Report Abuse

Supersaiyan3, KYY isn't supporting those corrupted companies, he just have his interests tied to it. Either by his own, or by agreement

News & Blogs

2017-08-29 08:47 | Report Abuse

Haha, let see how it happens tonight

News & Blogs

2017-08-25 14:27 | Report Abuse

Wonder when Raymond removed the lease income, did he remove the lease expense for those sublet aircraft? If he didn't, his did a wrong math =P

Stock

2017-07-25 21:38 | Report Abuse

@Ibi_chan AirAsia. just an normal engine incident, nothing to worry

News & Blogs

2017-07-22 21:08 | Report Abuse

Something very weird is, you couldn't find this news in Bloomberg, the alleged source of news

News & Blogs

2017-06-27 20:40 | Report Abuse

limch, do you know "everything must save money" airlines like AirAsia only buy/lease new aircrafts? Do you know full service airline which "don't save money" like Malaysia Airlines, Delta, America do buy old airplanes?
Poor quality airplanes? Do you mind enlighten me what is the poor quality airplane you referring to? I couldn't think of it. Thanks a lot

Stock

2017-06-23 22:37 | Report Abuse

Lqiaoyin, if you didn't subscript to e-dividend, you need to wait for cheque

News & Blogs

2017-06-12 22:20 | Report Abuse

Sorry I deleted my original comments as it's wrong. AAX owned 6 out of their 30 aircraft in operation, the remaining 24 are under operating leases.

So for 24 aircraft under operating leases the monthly leasing rate is USD 710,000.
Consider the low age of their aircraft, the rate is reasonable.
A brand new A330 could cost about USD 890,000 per aircraft.
Their depreciation rate of USD 381,000 per owned aircraft is really on the low side. Could be due to bulk discount.

Stock

2017-06-08 13:23 | Report Abuse

Sharktank, he only know greed and fear and that's what controlling him.

Stock

2017-05-31 15:22 | Report Abuse

That's good website

Stock

2017-05-31 15:16 | Report Abuse

Ignissimia, thanks for clarify, my mistake.

Stock

2017-05-31 10:14 | Report Abuse

Walao eh, sendiri arrogant accused others arrogant pula. Cheap guy.

Stock

2017-05-31 09:49 | Report Abuse

Ignissima, the writer of that article is probably wrote it as his last article as I guess he is the one soon to be hired or already hired by AirAsia, haha

Stock

2017-05-30 20:41 | Report Abuse

STC, we welcome you at our FB forum.
Btw, there is no gap down in 26th May despite there is drop in share price. look like a shameless guy forgot what he promised, lols.

Stock

2017-05-24 16:38 | Report Abuse

Haiz,人不要臉天下無敵

Stock

2017-05-24 15:05 | Report Abuse

Supermx2, don't show how cheap you are here

Stock

2017-05-24 11:51 | Report Abuse

Axeaxe, go watch Alien movie, scare yourself until no more scare on AirAsia

Stock

2017-05-24 11:46 | Report Abuse

I will not buy AAX at any price more than 0.35

Stock

2017-05-24 11:44 | Report Abuse

Selling of AAC has nothing to do with AAC, as it's more like sell old to get cash for buying of new efficient aircrafts. They never plan to keep aircraft more than 13 years old, now just bring it forward for good price

Stock

2017-05-24 11:26 | Report Abuse

C919? If CAA want only operate domestically then ok, go overseas? I doubt it could get FAA/EASA approval which is a much outside China.
Continue to go for A320 single fleet is no brainer

Stock

2017-05-23 22:24 | Report Abuse

Batu88, my wild guess also 819, optimistic case, haha

Stock

2017-05-23 21:55 | Report Abuse

AAX forum tonight really lao zua

Stock

2017-05-23 18:58 | Report Abuse

or do u have fake account so we can chat there?

Stock

2017-05-23 18:58 | Report Abuse

Cruger, do u have FB account?

Stock

2017-05-23 17:30 | Report Abuse

Supermx2, you have just shown how cheap you are. Shame of you.

Stock

2017-05-23 17:29 | Report Abuse

Cruger, I feel sorry to you, he is that kind of people that will treat you in this way after what you have did for him.
Btw, did you join the FB page?

Stock

2017-05-22 23:38 | Report Abuse

Supersaiyan3, i beg to differ. Even when competitors are weaker now, long haul is still a money burning game. Do you know why SIA's lose money? Competitions, or more precisely cut throat competition. As of now AAX is a medium haul low cost (MHLC) carrier, yet to operate in true long haul (7hrs ++).
For medium haul, u mainly fight witn your destination players and home players. You fight ANA & JAL in japanese destination, not cathay or SIA. You fight Qantas and Jetstar to Melbourne, not Garuda.
The story is different for long haul. In long haul to destinations like London, your competitors are ME3 (Middle East 3 - Emirates, Qatar, Etihad.), SIA (since 1 hour flight to SIN is insignificant compare to 10 hours flight, but you get extra comfort), Thai, Cathay, British Airlines, Air France, KLM (all similar reason like ,SIA). If you fly to US, even worst, China big 3 (Air China, China Eastern, Southern), World largest 3 (American, Delta, United), JAL, Cathay, SIA, ME3, BA, AF KLM, Asiana, basically all airlines excwpt those in Oceania, Africa, Latin A..
The level of competition is totally different.
I am not saying AAX couldn't prevailed, but the associated risks and necessary capital is huge.
Benyamin Ismail is good, he would lead AAX with 120% care, but there is long way to go. AAX is an investment requires continuous investment and a real long term investment. Beware if you wish to step in.

Stock

2017-05-22 17:23 | Report Abuse

Today got press conference, maybe ?

Stock

2017-05-22 12:38 | Report Abuse

Anyone can share with me AirAsia IR email? Thank you

Stock

2017-05-20 22:00 | Report Abuse

nikicheong, if we see it in another way, AirAsia doesn't send AR if you don't request for it. This alone may save 100,000 copy. Btw, could share what is their IR email address? Would like to request for it too, haha.

Stock

2017-05-18 23:28 | Report Abuse

Will tomorrow afternoon trading suspension for announcement of result and AAC?

Stock

2017-05-17 20:56 | Report Abuse

Put my novel aside, look at AirAsia's stock price, "eh...", close it and look back to my novel

Stock

2017-05-16 17:40 | Report Abuse

feisch, the 25% holding of CAA by AirAsia isn't final, it's simply the law allow for max 25%. It maybe some change later although unlikely

Stock

2017-05-16 09:01 | Report Abuse

25% is too little. Make me worry about what happened in Japan will happens again.

Stock

2017-05-16 07:59 | Report Abuse

Dongfang, can share link?

Stock

2017-05-16 01:51 | Report Abuse

All these mean AirAsia is ramping up its effort for ASEAN holding company.
The best entity for is its 100% owned AirAsia Investment Limited will reverse takeover AirAsia Berhad, then with all oversea entities currently under it, there come AirAsia Holding Company

Stock

2017-05-16 01:48 | Report Abuse

I really dont know what to say liao...
I guess tomorrow Kim Jong Un will announce ArAsia North Korea, first LCC in the world under Kim's idea and will be operate using nuclear powered aircraft.
http://www.khmertimeskh.com/news/38372/airasia-cambodia-to-debut-soon/

Stock

2017-05-16 01:29 | Report Abuse

It used to be 8 sen up is significant advancement, unlike 8 sen today is just 2% up.
We have gone a long way to reach here, and we could continue our advancement as well.
Congrats all!!

Stock

2017-05-15 09:09 | Report Abuse

Look like buyer is Chinese, probably CALC

Stock

2017-05-15 08:37 | Report Abuse

C919 is basically out of option as even with first production aircraft Entry In Service this year, it would take minimum 5 years for CAA to get their first aircrafts, no need to say CAA capacity is too low.

Stock

2017-05-15 00:04 | Report Abuse

listing in Hk or SG is good for all of us as it would prevent AirAsia from undervalued

Stock

2017-05-14 23:44 | Report Abuse

Batu88, throw it away, the time when our analysis is meaningful again is at least 3 months later, or 2018.
Too many corporate action which render its own profit making ability too insignificant

Stock

2017-05-14 21:57 | Report Abuse

All these make me want to top up, so I check my pocket. Emmmm..., go to bed and cry inside my blanket.