Posted by Desmon Siew > 2016-05-11 14:34 | Report Abuse

阿朱写的文章只是为了引人注目，何必那么认真？

Posted by 股海無涯 > 2016-05-11 14:36 | Report Abuse

哈哈, 刚好今天有空又还没想到分享题材, 借题发挥一下

Posted by moneySIFU > 2016-05-11 14:59 | Report Abuse

看到一半罢了，晚上再看，好贴！

Posted by Icon8888 > 2016-05-11 15:02 | Report Abuse

I envy the author's ability to write so well in Chinese

Posted by mmk79 > 2016-05-11 15:39 | Report Abuse

Thank you Gu Hai WU Yah sharing and clarification.

Posted by jeckcw > 2016-05-11 17:17 | Report Abuse

巴菲特都不能在航空股赚钱还要亏钱离场。原因是高债务，cyclical business,没有护城河，哪家便宜搭哪家.

Posted by JN88 > 2016-05-11 18:11 | Report Abuse

巴菲特买的机股都是买贵的机票。有一句话叫做》》》》 薄利多消。这是巴菲特不懂得。I'm still remember the day when AA India start to operate, a family reported AA is cheap because the flight body writing 'EVERYONE CAN FLY' hahahahaha

Regarding to the USD dollar, another factor can settle the 'FACTOR' called "load factor"> 85%. Hope to see one day >90%.

Posted by JN88 > 2016-05-11 18:17 | Report Abuse

I like to see the Philippine AA load Factor, do you know why?? because all island wakakakaka bullect train also useless, unless bullet train under sea.

Load Factor and oil price combination can settle the USD,unless USD up to 5.

Posted by Ven Felix > 2016-05-11 21:15 | Report Abuse

Wow ..

Posted by paperplane2016 > 2016-05-11 21:16 | Report Abuse

Airline biz natirally high capex. But now oil continue low, ticket price not so depress on competition. Can speculate a bit lah.

Posted by paperplane2016 > 2016-05-11 21:16 | Report Abuse

Most of the facts he aid not true also.

Posted by twot > 2016-05-12 11:00 | Report Abuse

那些一直说巴菲特在航空股亏钱，冷眼不买航空股的人，真的是愚蠢至极！尽信书不如无书，一直说那些所谓“大师”不买航空股，却不探讨为什么人家不买的原因。
巴菲特和冷眼都买过航空股，但都是亏钱。其中两大原因是：受到廉价航空的冲击，和高居不下的油价！这两点问题，以亚航现在的状况更本不存在。他们都买过航空股，证明他们曾经也看好航空股，亏钱的原因也只能说买的时机不对罢了！
分享一些个人经历：我没有在业绩出炉后大约1.45的时候进场，因为当时的我也是像那些人一样，人云亦云，对亚航有偏见。因为一直以来，很多人都说巴菲特或冷眼等大师都不爱航空股。但我还是花了一点时间去研究它的report，然后经过一些思考，觉得现在真的是买亚航的时候！我大约在一个星期后，1.65左右的价位进场，也买了一点Call Warrant。但是我一直耿耿于怀，后悔不已，为什么我当初对亚航有偏见，也因为自己的一点点懒惰，迟了一些时间才读report，不然可能能在Call Warrant上赚个3-4倍！
或许，一些人还因为自己的一些理念没有买亚航，那完全没有错！但我真的不希望再看到有人以巴菲特或冷眼为由不买亚航，那只是你们的愚蠢，懒惰，没有读report，没有做功课，没有思考！

Posted by jeckcw > 2016-05-12 12:10 | Report Abuse

一些投机和投资都分不清楚的人，先搞懂才来评论。

Posted by twot > 2016-05-12 13:47 | Report Abuse

是啦是啦，那些慢慢起，起很少的就是投资啦！就让你一个人活在自己独自装逼的世界里吧。。。
我心目中有我自己对亚航的价值所定的Target Price，当达到目标价，当然就得买，因为已经到了它的价值，这叫做投资！可能是3个月，1年，2年，我无法确定。亚航也算是属于有周期性的行业，时机到了，就象现在，就是应该买入的时候。我清楚明白这点，这叫投资！（如果你真的了解巴菲特，which is我认为你没有，巴菲特也有用这种策略，股票到了他的目标价，巴菲特也是会卖的。那些他永久hold着的，只是因为他认为还有价值）
不是巴菲特的策略就叫做投资，其他策略策略就是投机！投资股票方法有很多种。。。

Posted by Icon8888 > 2016-05-12 13:52 | Report Abuse

责之切， 愛之深

: )

Posted by paperplane2016 > 2016-05-13 01:24 | Report Abuse

This is best article I love so far this month

Posted by Lulu La > 2016-05-13 11:41 | Report Abuse

dun simply use warren buffer name to apply on your nonsense theory pls

Posted by Lulu La > 2016-05-13 11:55 | Report Abuse

i think u r only the one who is not educated...simply using warren buffet name and explain at your own stupid theory and them mk it sound nice...

Posted by 股海無涯 > 2016-05-13 16:34 | Report Abuse

=)

Posted by 股海無涯 > 2016-05-13 17:51 | Report Abuse

是哦, 謝謝指教

Posted by lzz88 > 2016-05-13 18:21 | Report Abuse

sostupid.. really so stupid. Blindly follow this stupid stock

Posted by 股海無涯 > 2016-05-14 10:29 | Report Abuse

haha, not sure admin or sostupid itself deleted all his own comment...

Posted by Lulu La > 2016-05-14 10:32 | Report Abuse

可能他开始觉醒了，哈哈