Posted by calvintaneng > 2017-02-24 10:58 | Report Abuse

Now, nobody talks of its high debt as it is getting smaller.

Ohoh felicity!

You got it wrong there!

In off balance sheet

AirPlane Purchase Commitments have ballooned from Rm76 BILLIONS For Year 2015 TO RM88 BILLIONS for year 2016

A JUMP OF RM12 BILLIONS!!

THIS DEBT HAS INCREASED BY ANOTHER RM12 BILLIONS

Go check and double check again carefully.

Not sure?

Go ask ex Bank Governor Zeti

Posted by stockmanmy > 2017-02-24 11:10 | Report Abuse

right shares can go down
wrong shares can go up

who says making money is easy?

Posted by eyewitness > 2017-02-24 11:10 | Report Abuse

Don't be so proud. What makes you think you read more details than others?
Write on the company. Don't talk down other investors.
If you borrowed USD to buy a house in Malaysia, how is that a "non-cashflow" item now? What about in future?
Yes, it generates cashflow in Asian currencies, but that'll have to used to pay off loans in USD.

Posted by stockmanmy > 2017-02-24 11:48 | Report Abuse

on the average, those who read details should make money.

but, still just an average.

Posted by supersaiyan3 > 2017-02-24 12:46 | Report Abuse

Good writing! If you talk to average investors, they will say result no good. You are probably right!

Don't expect too much from reporters, especially Malaysia.

We must praise the professionalism of the few analysts.

Posted by supersaiyan3 > 2017-02-24 12:58 | Report Abuse

Eyewitness what you said is very different from the QR released. I do not know how to discuss with you. Why don't you read it again?

Posted by supersaiyan3 > 2017-02-24 13:01 | Report Abuse

Calvin, the potential trillions of income also not being recorded mah. Maybe your intention is not for truth seeking or make money.

Posted by supersaiyan3 > 2017-02-24 13:05 | Report Abuse

Calvin, you dislike every counter which intends to grow? Hope you can find out who you really are. Maybe when you are rich enough, you can takeover companies and sell it off bit by bit, as you love asset so much.

Posted by calvintaneng > 2017-02-24 20:59 | Report Abuse

Supersayan,

Calvin also like growth stocks

1) Super Enterprize was recommended at Rm1.25. Super turned supersonic and powered to Rm3.75 & taken private for 200% upside

2) MyEG (My Emas Gold) Jumped from Rm2.00 to Rm4.00 & split Up 100%

3) Pohuat or (Power Huat) at Rm1.25. Pohuat powered to Rm3.80 then split (Up 200%)

NOW LATEST GROWTH STOCK

TEXCHEM

POWERFUL POTENTIAL FOR GROWTH

1) Got SUSHI KING like OLDTOWN WHITE COFFEE

2) SEAFOOD FROM JAPAN & MYANMAR (like QL)

3) POLYMER (Like Super Enterprize)

4) Industrial raw material by texCHEMical(Like P Chemical)

5) Also Got HIGH NTA Which are PRIME ASSETS. Can unlock value like Eg, seacera, fiamma which revalue assets & book them as "PROFITS"

6) Good dividend of 6.7% to 10.08% (Like classic scienic, nestle, Dlady & tasek)


SO DON'T MISS TEXCHEM THE NEXT GROWTH STOCK

PLUS DEFENSIVE FOOD BUSINESS

PLUS HIGH NTA AS MARGIN OF SAFETY

PLUS NICE DIVIDENDS YEARLY

What more can you ask?

Posted by supersaiyan3 > 2017-02-25 06:41 | Report Abuse

I ask you again, what is TEXCHEM's profit margin? Why did the company lose money in the last two years? What makes you think it won't lose money again?

I already highlighted many times Airasia has changed a lot after the plane crash. It will be the biggest mistake of your life to miss you a 800 bagger like Airasia.

1. Airasia has the lowest cost structure, globally.

2. Market gives 0 value on its ventures. Now Airasia is unlocking its by selling all those investment and refocus. Unlocking Tens of Billion of value.

3. Increasing operating margins through innovations and cost cutting.

4. After record profit FY2016, FY2017 profit will double, to 4 billion. 1-2 billion gain on disposal, unlocking value exercises has been miscalculated by all analysts.

5. Listing in Hong Kong will re-rate the stock upward.

6. Airasia will continue to grow for the next 20 years at least.

7. All financials look great, ROI, margins, ROE, cash flow also better than TEXCHEM.

QL is quite good.

Posted by supersaiyan3 > 2017-02-25 07:21 | Report Abuse

Calvin, can't you see the beauty of Airasia? Continuous disruptive innovation will not only lead your competitors, also kill your competitions on the way.

As felicity pointed out in his previous article, most disruptive companies does not make money but command high earning multiples. Fortunate and unfortunate, the market here doesn't believe in innovation (yet), once Airasia is listed in Hong Kong/New York, the perception will change.

Our analysts here never seen anything like Airasia. They simply misjudge by giving negative value to invesments made for the future by Airasia.

Posted by musangfoxking > 2017-02-25 09:57 | Report Abuse

y talk to a born loser aka Can't Win!!!!! just ignore him!!!!

Posted by Des07 > 2017-02-25 14:47 | Report Abuse

@Calvin, did the boss of Texchem tell you how many sushi king outlets they are going to open? in malaysia or overseas? did the boss mention what growth plan he has for the food division and other division? did he tell you his plan to unlock the prime asset value? Do you mind sharing?

Posted by Des07 > 2017-02-25 15:53 | Report Abuse

@Calvin, on the off balance sheet debt you mentioned, you need to see that from business value. The current backlog for plane order and delivery is 8-10 years. The backlog is value accretive to AAC business (leasing arm) - internally used by AA or lease to external/assoc. So it is a big mistake to assume all orders are for internal use (you do not see the business model for aircraft leasing). And in fact this "balloon debt" lift up AAC valuation. With AA disposal of leasing business, this ballon debts will reduce significantly. AA basically unlock the the leasing business and the value of these backlogs.

Posted by stockmanmy > 2017-02-25 17:52 | Report Abuse

Question is with that profile of investors, do you think there are still opportunities in stocks investments?


the answer is...it is never easy.

got to learn Dynamic Investing.


sailang when time to sailang.

Posted by supersaiyan3 > 2017-02-27 00:01 | Report Abuse

myr up, oil down, more positive news from analyst reports published, my guess is going to be good next week. Let's see