Posted by paperplane2016 > 2016-07-22 10:57 | Report Abuse

WORRIED? sell airplanes later cashflows ballon

Posted by meathere > 2016-07-22 11:33 | Report Abuse

The keyword is be a savvy investor.

IF AA does implode or bust one day; if I said, then you should let go or cut loss.

All stock investing have risks including AA, (maybe AA higher risk, but return has been very high as well especially if one started before 1Q16 QR release rally).

Posted by helloworld123 > 2016-07-22 16:21 | Report Abuse

you worry too much, alex.

Posted by mancingbursa > 2016-07-22 16:29 | Report Abuse

i dun care, haha

Posted by RenegadeMaster > 2016-07-22 16:37 | Report Abuse

I'm a big AA fan, but its good to hear about the potential downside too. Still, as you said yourself, the airline industry is crazy competitive, so AA has to grow aggressively in an aggressively growing market, or risk losing out to smaller, hungrier airlines. If AA loses its dominant position, it will be extremely hard to claw back market share so why shouldn't they exploit their position at the top and just go for it? With their greatly expanded fleet, AA will pretty much corner the market on budget air travel in Asia. Its go big or go home time, bro.

Posted by LOO99 > 2016-07-22 16:45 | Report Abuse

No matters what..as long you can make money..use our wisdom when to buy and sell. Some of the counters you recommend...never wake up n always look like dead..just wasting your money and time waiting..

Posted by James Ooi > 2016-07-22 17:48 | Report Abuse

Followers of Alex Tan, if any....LOL

Posted by MuttonCurry > 2016-07-22 17:51 | Report Abuse

i not follow ... will enter once it cross 2.90. Gd counter but blady 1Mdb issue scare the shit out of me

Posted by maomaochong > 2016-07-22 18:57 | Report Abuse

alex mean difficult to keep for long term, for the reason mentioned,

Posted by ChartMaster > 2016-07-22 19:12 | Report Abuse

stupid worries. the jets are their assest. if sell all jets , AA will be debt free

Posted by maomaochong > 2016-07-22 19:15 | Report Abuse

agree to alex because ,潛在風險是高負債，過度擴張，低利率，最重要是很難保持持續性競爭優勢。削價來保持競爭。油價高漲就會侵蝕凈利。

Posted by Icon8888 > 2016-07-22 19:17 | Report Abuse

Now is the time to harvest, not the time to worry

They will be a season to worry, but not now

Posted by maomaochong > 2016-07-22 19:27 | Report Abuse

sell all jets?then?jz own opinoin, no harm to others.賣資產是為了還債？東尼大大是煲新聞高手。航空業競爭很激烈，很多是看機票價格，沒有什麼品牌效益。

Posted by CFTrader > 2016-07-22 19:28 | Report Abuse

Worried ? Wanna expose to AIRASIA's Growth but don't wanna to expose directly ? Go for TUNEPRO.

Posted by maomaochong > 2016-07-22 19:44 | Report Abuse

紙飛機，很開心，你來了

Posted by Lulu La > 2016-07-23 12:20 | Report Abuse

成功的人在于他看到一般人看不到的机会....

Posted by maomaochong > 2016-07-23 12:52 | Report Abuse

紙飛機的折法，藏在回憶陪我們長大

Posted by ahjib88 > 2016-07-23 13:02 | Report Abuse

Alex, very clear u not understand well on airline industry.
Better u study more on global airline industry b4 come out with above analysis. No airline in the world can have zero debt and yet with high growth.

Posted by maomaochong > 2016-07-23 13:15 | Report Abuse

純屬個人看法啦，大家承擔風險不一樣，沒有對錯，alex只是分享潛在風險。作為長期，要求的是穩定。

Posted by SALAM > 2016-07-23 14:01 | Report Abuse

I, too worried the sky is falling down...

Posted by maomaochong > 2016-07-23 14:13 | Report Abuse

jz only sharing

Posted by photon > 2016-07-23 14:24 | Report Abuse

I am worried that the world will end tomorrow

Posted by photon > 2016-07-23 14:24 | Report Abuse

jz only sharing

Posted by maomaochong > 2016-07-23 14:37 | Report Abuse

就當我是在講廢話吧，抱歉，若有不對聽的。

Posted by helloworld123 > 2016-07-23 16:36 | Report Abuse

ahjib is the one who should be worried!

Posted by mrserious > 2016-07-23 16:49 | Report Abuse

Sao pei la. U just can't see the bigger picture. Now airline industry is growing.the new planes have larger capacity with lower fuel consumption. This business is about load factor and low operating cost

Posted by photon > 2016-07-23 16:56 | Report Abuse

Sometime you need silly people like that. If everybody so sharp, very difficult for us to make money ha ha ha

Posted by paperplane2016 > 2016-07-24 01:25 | Report Abuse

Fundamental of airlines change. Go read the taiwan news i shared.
First, i maybe low fuel fpr next decades to come.
Second, china coming with new production on planes. Can help give more competitive pricing. Thus cost of airplanes also drop with lower fuel, double good new.

Posted by paperplane2016 > 2016-07-24 01:26 | Report Abuse

Both capex, opex Drop, of course is super duper gopd news.

Posted by Ricky Kiat > 2016-07-24 08:40 | Report Abuse

waiting for harvest...not now ... but soon....cheers...

Posted by Ricky Kiat > 2016-07-24 08:42 | Report Abuse

hope can reach 6 figure profit... (^o^)

Posted by RainT > 2016-07-24 09:32 | Report Abuse

You bring out good points
But now is the up time , can still hold for few months
After that must sell

Posted by stockmanmy > 2016-07-24 09:41 | Report Abuse

I am worried for XXX......fill in the blanks.

Cup half full half empty is always there 24/7/365 in the stock market.


No exceptions.


But tell you what.....you want to make big money you need higher beta stocks in your portfolio.

Posted by chiamte > 2016-07-24 10:38 | Report Abuse

that is why AA plan to list its leasing units. let this unit own most of the new planes n keep them out of AA books. a lot of airlines r doing that to keep liabilities out of books.

Posted by Sobabi > 2016-07-24 11:13 | Report Abuse

Sostupid. Please give us you name, ic, email, phone number so that we can contact and agree with you

Posted by youngblood29us > 2016-07-26 11:02 | Report Abuse

this can be used for students..this is analysis is too simple..1)look at cash flow 2) see borrowing 3) see finance cost..well done..now everyone can be ANALyst..