The queue at pcs ioi city mall also very long!

两年前写了，现在还没找到答案，现在还好意思贴出来。笑坏大牙，haha

果然像是朱冠华

他就是朱冠华？

Stockmanmy always argue, and never admit his mistakes. Funny guy.

Stockmanmy should apologize for his stupid statements about choobee vs cscstel

I remember TF said that the ticket price might drop a bit in 2017, due to capacity expansion.
However, it might not be during Q1, as the expansion hasn't started yet.

Many IB forecast that AA will only sell 80% of AAC.
I wonder what is the benefits of keeping 20% of AAC shares?

Macquerie lowered the forecast of AAC sales from $1.8bn to $0.9~$1.2bn, but yet still maintained tp at 4.00..

Maybe DY5% is referring to his pp stocks at rm1.8

What happened to United Airline?

How about the deals offered by other airlines? Any idea?

Hi thurston, rm9 for 3M data, isn't it too expensive?

Batu88, how do you know the movements of EPF's fund managers?

I wonder why MAA only have 47% market share in the domestic route? I suppose it should be much higher?
Anyone have the information about the total market share breakdown?

Hi VG, I remember TF says during the 16q4 presentation that the brand license fee is expected to be around the same amount as in 16q4.

valuegrowth, 16Q4 capacity is 7.74m while 16Q1 capacity is 7.58m, 2% growth. There would be 7 fleets increase in 17 and I am hoping that a few of them are delivered in 17Q1. :p

Other potential positives are: higher unit passenger rev (assuming same as 16Q4), higher brand license fees, lower financial costs, etc. hehe

Btw, TF mentioned that MAA 17Q1 load factor is 90%. Compared with 16Q1 load factor of 85%, which means >6% increase in rev (assuming unit passenger rev remain the same and there are a few more planes in 17Q1 than 16Q1). That would translate to even better Ops profit growth!

Dumb dumb must hold until 17Q1 results out. :)

So that means the depreciation for young plane is lower than the older ones? And that's why AA's depreciation is lower than peers?

Thanks valuegrowth, supersaiyan n batu88.
Having a longer depreciation curve, is more like an "accounting" lower cost, than a real lower cost, right?

I noticed that the depreciation cost of AA also very low compared to the peers. I wonder how could they achieve that?

Any talk without conclusion, like the so call balanced view, is simply useless/meaningless

Please don't post your long long trades here. Nobody interested.

Btw, from q4 report, AAC net profit is usd28m, simply annualized to 28x4=112m.
Even selling at usd1.2b, the pe<11 only.
I rmb read somewhere that this kind of leasing business should worth pe20. R AA selling AAC too cheap??

Today say big picture good, tomorrow say big picture no good. What kind of big picture is that, changing everyday one?

The real big picture should work, but not the weird big picture presented by BWC..
When price up say big picture good, when price drop say big picture no good. Always lagging behind..

Hi Mmzai, yes, share price will be adjusted in both cases.

This BWC is really annoying...
Everyday balanced view, "say a lot but say nothing"...

Balanced view? Sounds more like "say like no say", hahaha.
No offense ya

JN88, how do you know PAA fuel price will drop to USD60? I didn't hear that in the news conference.
By the way, why does the PAA fuel always higher than the rest?

What did they say about the impairment loss?
Sorry, no wifi to view the video

What is the "Impairment of investment in associate" of 163M about?

Why ChooBee have so much forex gain (2.8M). Do they have a lot of forex exposure?

Anyone attended agm? Can share some info?

Does anyone have the recent research report from AmInvestment Bank?

50b?! That is a lot!

All construction companies rely on contracts.

Volume so high! What's going on?

Dear R40s,
May I know where do you get the information below?
"Their China factory will eventually produce 50% of the group's total productions, whereas their new Vietnam factory will initially add 4.5M apparels/year to current production level of 14M/year, with potentials to expand and increase later in future when required."