re:tkp2 sifu, C34 still can hold right even though hit 2.8? When will u offload? when AA hits 3? thx

re:Batu88, can start buying new underwear for CNY... no need go naked... big fund is giving u free money...

ok, have they moved to KLIA main terminal? PSC charges will be lower right? something like that... that will boost capacity more...

what is PSC?

re: tkp2, curious why choose C47 over C46? both have almost same premium, but C46 less gearing than C47. but exercise price for C46 is lower at 2.5 and C47 is 2.6...

re: Icon, your understanding on AA operational cost and forex conversion is really deep... then this Deutsche analyst need to find another job...

re: tkp2 & icon, i know that this is AA forum, but if I post out of topic elsewhere, scared no response at all, will keep it short... what do you think of insas, i have some kept inside... now hand itchy, feel want to sell and get some VIS... for mid term... thx

Appreciate all the sifu here for the meaningful discussion... it makes a good forum...

if the phillipines and indo airasia get listed this year, AA should also get some money from the listing right? Correct me if I'm wrong

re:Icon, lol on this:-
"the Mainland Chinese will be buying a pregnant lady, they will get a baby, but they will have to pay for it".

re: batu88, so you think AAC will be sold before they list... right? plus the PP from Tony... so in all, AA will have RM1b from Tony and possibly RM5b from AAC sale into the balance sheet... then listing in HK will fetch higher valuation... right? plus RM1b dividend for shareholders...

re: tkp2, actually still don't fully understand the warrant game... if C34 is going to expire in Feb, if it goes up to say > 0.2, won't the IB issuer need to pay more for those expired in the market? won't they ensure it stays out of the money till expiry? in this case IB = CIMB for c34

“Our gearing is very low anyway but I always like to have more cash than less cash,” Fernandes said.
“But it’s really up to the board to finally decide what to do with that.” lol, contrary to many reports saying Airasia has high gearing, to Tony Airasia's gearing is still considered low... haha... yah, now oil price is half of USD100, he is king now can say anything... :) what the hack, he bring profit to us, he can tok all he wants..

re: tkp2, let me know when you have liquidated C34... don't want to wait till expiry... but think 0.3 is achievable... my cost is higher than you but what the hack, ride the right trend is important...

re:tkp2, will follow u and add another turbo engine... C38... :), u and icon are sifu... learned a lot from you guys... :)

"A large part of the proceeds is likely to be used for a dividend payment, he said." lol

http://finance.yahoo.com/news/aurelia-gloves-responds-fda-ban-122000513.html

Supersaiyan, what makes you confident you want to change from C47 to C34 on the shorter term? better safe like tkp2 - hybrid...

do you know why there's so much off market trades? "BIMB Holdings Bhd continued to see active off-market trading activity with 57.58 million shares changing hands. That worked out to 3.62% of the company’s share capital. BIMB has been seeing active off-market activity since mid-November, largely driven by its largest shareholder, Lembaga Tabung Haji."

http://www.theedgemarkets.com/my/article/airasia-coo-dies-43
maybe airasia will need to wait next week, need to give respect...

sorry wrong calculation, should be C34 0.4 and C47 0.25?

re: tkp2, wow, that's a good entry cost... if Airasia is RM3, C47 could be 0.6 and C34 (no eye see) 0.8...?

tkp2, may i know what is your avg cost for C34 and C47? thx...

lai liao lai liao....

sorry, my comment should be if past 0.98....

fuyoh, past 0.98 another new high.... !! on fire...

re:MoneyInTheAir - Icon's article - http://icon8888.blogspot.my/2015/12/bimb-wa.html read here then you understand...

re: Wakarimas, taxes back dated to 2009, 2010, 2011.... but with the introduction of automation and new business venture in contact lens, they can apply for tax incentive....

Icon, very good article.. in fact on import tariff, he will implement 10% across all products... counter that with lower business tax for companies operating in the US... supermax will gain from lower business tax in US (since it operates a US subsidiary) and if they build a contact lens plant there, they will get more profit margin (they still have land in US)... and instant market access. i think we will see more innovation from his policy. He is a smart guy.

bird flu.... http://www.theedgemarkets.com/my/article/now-chinas-wuxi-suspend-poultry-trade-amid-bird-flu-fears "Winter and spring are high seasons for the H7N9 strain"

aiyo... fda is US, supermx and topglov only sell powdered gloves to south america and some countries like india & africa... doh... those sold in US are powdered free and nitrile...

merck, heard that they are pulling water from the front plant to the back factory... strangely, Topglove also in bukit kapar, why they have water when others dont.... but not to worry, when contact lens kick off, they will build plants in US, UK and SG... they are going global... SG have low tax, UK and US soon will introduce 15% tax...

Write a comment..https://translate.google.com/translate?sl=auto&tl=en&js=y&prev=_t&hl=en&ie=UTF-8&u=http%3A%2F%2Fwww.aime.jp%2Fnews%2F161205.html&edit-text=

Aime K.K. was founded in 2010. The company's line of business includes distributing professional equipment, such as drafting instruments, laboratory equipment, and scientific instruments. So now, Supermax is officially have a distribution network in Japan....

http://www.bernama.com/bernama/v8/bu/newsbusiness.php?id=1309870
Supermax Unit Acquires Entire Stakes In AIME K.K.

http://www.bursamalaysia.com/market/listed-companies/company-announcements/5266245
incorporation of Japan subsidiary. Latest country to sell - Japan starts selling contact lens by January... Next is Korea...

Heard one uncle tok to Dato seri, related to Plant 10 & 11, but heard is water supply needs to take from the front to the factory behind something like that... not sure if anyone can update more on this.

re:wbwanabe, actually US is still going thru the FDA - should be next year. China submit CFDA and regulatory for gloves and lens, so that's next year. Zhuhai later will have warehouse, but taken care by HK office. HK start selling, Japan approved, 2 more months will have distribution centre and start selling, heard Korea also approved. factory already get ISO and CE approved, so europe can start selling, particularly UK.

i mean newspaper

Merck - 2 different talking ler -> Chinese says grow 11% on profit before tax, but English says maintain 9 to 11%...

Merck, TS Rafidah very straight to the point, glad she do that to not waste time... wish to hear more business progress, but too many other small items being discussed...

SJ, many thanks for the sharing on the accounting and discussion. I noticed in their last report:- noticed that its trade receivables and trade payables increase substantially... what usually means? it increases against QOQ and YOY... here's the YOY data:- Trade receivables 340,545 182,101 Trade payables 180,110 74,876 hope you can shed some light on this... due to the accounting dates change, they decide to book it in FY17? thx

today t+3, tomorrow will be even better....

and AGM at 21 Nov... will receive final audited financials + annual report soon... many details later... :)

so for the new business, it's already selling in HK... http://www.393lens.com/aveo at HKD99 for the cheapest range, it undercuts all the brands so significantly... should gain traction soon... :)... plus 700 distributors to help, only need to make more...

ting ting, lai liao.... 1.30 soon?... public bank target 1.85... after FGV, this GLC will firework soon...

Toyota and Suzuki want to long duan (corner) the entire world tiny vehicle market... later if proton sold to suzuki, also toyota proxy... haha... nothing against toyota or suzuki... just amazing seeing the industry changes...

they will have AGM and annual report by end of the year, it's not surprised the stock price gets supported.... first AGM after almost 1.5 years...

AGM soon to be announced and the much awaited release of Annual Report... sure will keep stock price at interesting level... and need to update shareholders on progress... http://www.bursamalaysia.com/market/listed-companies/company-announcements/5220205

master Tan - why? EPF buying aggressively?