3 people like this.

19 comment(s). Last comment by Jun Yu 2016-12-16 11:31

supersaiyan3

3,128 posts

Posted by supersaiyan3 > 2016-12-15 01:08 | Report Abuse

I think next year will be fantastic, best ever for Malaysia.

1. Tons of Chinese money flows into Malaysia. (reversal of MYR trend also)
By the way, look at those construction companies, lots of the local projects went into the hands of Chinese Construction companies because they have much better technologies (and precision) and financial strength to complete the job.

2. Oil price shooting sky high.
Supply was actually gradually decline since the beginning of the year, whereas demand picked up in recent month. Its the perfect timing to announce a production cut to push oil price sky high.
Pickens reenter market around July, he saw that earlier.

3. Commodity prices rebound strongly.
Look at Rubber, Oil Palm prices etc, all picked up strongly.

supersaiyan3

3,128 posts

Posted by supersaiyan3 > 2016-12-15 01:13 | Report Abuse

Despite the risk of sky high oil prices etc may affect Airasia's performance, i vote for "her" next year. As I was really impressed by Airasia's move to tookover a small company bd4h, that could potentially be a game changer.

supersaiyan3

3,128 posts

Posted by supersaiyan3 > 2016-12-15 01:14 | Report Abuse

Tunepro creates absolutely 0 value, hate it very much!

stockmanmy

6,977 posts

Posted by stockmanmy > 2016-12-15 01:59 | Report Abuse

this Felicity is Class A genuine investor.

paperplane2016

21,624 posts

Posted by paperplane2016 > 2016-12-15 08:34 | Report Abuse

I agree with felicity.

stockmanmy

6,977 posts

Posted by stockmanmy > 2016-12-15 09:42 | Report Abuse

plane

look at this felicity

5 stocks and he managed to diversify so well, and all with good reasoning.

R3D3

29 posts

Posted by R3D3 > 2016-12-15 12:12 | Report Abuse

Diversified but she does not really understand the risk, especially in a company like AirAsia.

Kkevin2625

256 posts

Posted by Kkevin2625 > 2016-12-15 13:46 | Report Abuse

can consider tune protect

IamGoogle

836 posts

Posted by IamGoogle > 2016-12-15 20:50 | Report Abuse

To say he does not know the risk is too harsh, please read all his other articles before saying that statement.

IamGoogle

836 posts

Posted by IamGoogle > 2016-12-15 20:51 | Report Abuse

I doubt on WCE as the traffic flow is a BIG question.

PlsGiveBonus

3,749 posts

Posted by PlsGiveBonus > 2016-12-15 21:41 | Report Abuse

All is very very bad pick for trader
:)

stockmanmy

6,977 posts

Posted by stockmanmy > 2016-12-15 21:43 | Report Abuse

many roads to Heaven

Jay

1,126 posts

Posted by Jay > 2016-12-16 01:37 | Report Abuse

be careful with Tune Protect. now that MAVCOM ordered them and AirAsia companies to let customers "opt in" instead of "opt out" when they buy plane tickets, their travel insurance performance went down in the last quarter when AirAsia and AAX passenger numbers went up. which means actual demand for their travel insurance is much lesser (many customers were conned to buy the insurance together with the plane ticket last time without being aware)

plus they are growing the general insurance segment which they don't seem to perform so well. claims incurred and management expenses are one of the highest in the industry

Jay

1,126 posts

Posted by Jay > 2016-12-16 01:40 | Report Abuse

just to clarify, I said be careful on Tune Protect because valuations are not cheap even after the recent drop which mean there's still quite a bit of growth premium priced in there. they have to at least grow up to market expectations

moneySIFU

5,855 posts

Posted by moneySIFU > 2016-12-16 07:32 | Report Abuse

Monitoring on Tune Protect for quite sometimes, expected to deliver decent results on Travel Insurance Segment following the improved load factors of Airasia & AXX in the latest Q, but figures of TunePro turned out to be the other way, quite surprised.

moneySIFU

5,855 posts

Posted by moneySIFU > 2016-12-16 07:34 | Report Abuse

Agreed on this, actual traffic will be the key factor to decide if the project will successful or not

------------------------
IamGoogle I doubt on WCE as the traffic flow is a BIG question.
15/12/2016 20:51

moneySIFU

5,855 posts

Posted by moneySIFU > 2016-12-16 07:35 | Report Abuse

Not sure on Airasia & Ta, but Ekovest is my biggest holding now, let's see how it turns out next year.

Jun Yu

67 posts

Posted by Jun Yu > 2016-12-16 11:29 | Report Abuse

It is worth to monitor Tune Protect performance. If the take up rate for their travel insurance rebound, can consider to collect some.

Jun Yu

67 posts

Posted by Jun Yu > 2016-12-16 11:31 | Report Abuse

in Q3, Airasia passenger volume up but the gross sales of TuneProtect's travel insurance goes down...

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