Posted by valuegrowth > 2017-05-12 13:58 | Report Abuse

繼續吹。
你的眼睛業障也太重了吧，亞航今年前4個月加了4輛飛機假的？這也叫停止擴張？
加了以下的飛機
9M-AGC, HS-BBZ, HS-CBA, VT-SRX
這還沒算跟IAAX租了兩輛雙邊載量的A330。這等於8輛的。
繼續吹！

Posted by Lim Yan Kai > 2017-05-12 14:09 | Report Abuse

he is so stupid airasia will fly until 4.00 now is undervalued still

Posted by tranquilfinny > 2017-05-12 14:20 | Report Abuse

Haha he is comparing Lenovo (solar world) to Samsung (Airasia) lo how dare him. His analysis purely focus on debt without evaluating the potential growth of Airasia

Posted by pussycats > 2017-05-12 14:41 | Report Abuse

AA generate lots of cash lah. period

Posted by supersaiyan3 > 2017-05-12 14:51 | Report Abuse

亞航的net income一年比一年多，你拿這來比，居心不良，惡毒之極！

亞航的現金越來越多，負債比越來越低，拿來跟這種破產公司比，簡直是侮辱斯文。

你的立論根本完全沒有基礎，你想說什麼？凡是擴展都不好？敗類

Posted by Jordan168 > 2017-05-12 14:57 | Report Abuse

his thought process is inconceivable :)

Posted by ysy99999 > 2017-05-12 14:57 | Report Abuse

since last year he also comment like that.. but AA still earning the money and expanded their assets..if trust him we all died oledy.. maybe he is spider..

Posted by Bruce88 > 2017-05-12 15:09 | Report Abuse

tak' boleh pakai !

Posted by LGMGL > 2017-05-12 16:09 | Report Abuse

朱冠华@阿第师父， 徒弟我有一事不明。
为什么非要拿 airasia 对比 SolarWorld？
为什么不要拿 tekseng 对比 SolarWorld?

当年亚航 90仙 的时候你这个荷兰师父开始痛恨亚航， 直到现在亚航股价翻了数倍 来到 3.50 你还是坚定不移 的继续看衰亚航。。。

Posted by Yet Lian > 2017-05-12 16:27 | Report Abuse

市场上看衰 Airasia 原本就不少。看它 PE 那么低，少于6， 还不到8，就不难看出蛮多人看不起 airasia

Posted by Adi_Investor > 2017-05-12 16:31 | Report Abuse

Airasia， P/E ４.７倍

singapore airlines， P/E １７.５倍

American Airlines Group， P/E １０.０倍

Southwest Airlines， P/E １７.４倍

China Southern Airlinea， P/E ２０.５倍

Japan Airlines， P/E ７.５倍

Saudi Airlines Catering， P/E １３.６倍

Posted by Adi_Investor > 2017-05-12 16:32 | Report Abuse

價值陷阱

Posted by batu88 > 2017-05-12 16:32 | Report Abuse

不要爱上股票，但也不要痛恨。 打开心房，该放下就放下吧，施主。

Posted by sherlock > 2017-05-12 16:32 | Report Abuse

实在看不下去，厚脸皮也该有底线。

Posted by LGMGL > 2017-05-12 16:47 | Report Abuse

我猜 朱冠华 在亚航跌到 90仙 的时候 烧到手， 所以从此痛恨亚航。

Posted by sherlock > 2017-05-12 16:49 | Report Abuse

听过瞎子摸象的故事？
摸到头说大象是圆的，摸到身体说大象是一整片的，摸到尾巴说大象是长的。
朱先生，别再到处炫耀你的无知了，你根本不懂投资。

Posted by Adi_Investor > 2017-05-12 17:24 | Report Abuse

請自行去看AIRASIA年報,關於投資的部分。
出現過去沒有的現象！
１）出售資產規模比過去大
２）投資金額大幅度縮水

Posted by Icon8888 > 2017-05-12 17:59 | Report Abuse

If Airasia invest a lot, Adi will criticize

If Airasia invest less (according to Adi), he also criticise

欲加之罪， 何患无辞

Posted by YellowSubmarine > 2017-05-12 18:34 | Report Abuse

Cheap oil is disadvantageous to solar power manufacturer.

Cheap oil is beneficial to airlines.

So yeah... U r comparing apple with durian.

To be frank, AA accounting book is too complicated to layman like me; for me it is very simple, it doesn't matter AA lease or sell or transfer airplanes, AA can do whatever it could to make it financially look good. AA core advantage is to run profitable flight and able to raise revenue per pessanger (or per flight or per distance).

Posted by Adi_Investor > 2017-05-12 18:47 | Report Abuse

oil Cheap IS NO RIGHT TIME INVEST AIRLINE COMPANY

Posted by notebook > 2017-05-12 19:13 | Report Abuse

阿弟最喜歡跳針
阿弟最喜歡雞排比覽趴
投資甚麼都沒有前途
全部財產給阿弟最安全

Posted by sherlock > 2017-05-12 19:24 | Report Abuse

哈哈，那么投资额比之前少就是公司有问题？出售资产规模比过去大就是有问题？
知道什么叫生意吗？生意，是明年的投资永远比今年多才叫好吗？
生意，是卖资产就叫不好吗？
那请问你能不能去找一家成立以来每年都增加投资，也从来没有脱售过资产的公司来看看呢？
人家批评你，骂你，不是因为你一直写衰亚航，而是因为你的论述根本不专业，行家(i3有很多真正的行家）一看就知你没料到。
为什么？
因为，你永远是用死逻辑来看活生意，还以为自己说的都是真理。

Posted by isano > 2017-05-12 19:43 | Report Abuse

可能自己都不懂自己寫什麼東東.

Posted by LGMGL > 2017-05-12 21:45 | Report Abuse

这段实在是写得太好了。。。。

"...人家批评你，骂你，不是因为你一直写衰亚航，而是因为你的论述根本不专业，行家(i3有很多真正的行家）一看就知你没料到。.."

Posted by LGMGL > 2017-05-12 21:46 | Report Abuse

请问这个是什么逻辑？ 低油价对航空业不好咩？ 匪夷所思。。。。
Adi_Investor ： oil Cheap IS NO RIGHT TIME INVEST AIRLINE COMPANY

Posted by Policy > 2017-05-13 14:35 | Report Abuse

Low oil price will hit the solar co. Solar is the alternate energy for oil. Good example is tekseng which cut the production for solar last yr.
Airasia will enjoy the benefit from low oil price to build up their balance sheet

Posted by Policy > 2017-05-13 14:43 | Report Abuse

Foresee the low oil price will stable in the next few yrs, it provide the edge for air industry players.
A lot of co also have a terrible performance before, now become a darling of investors, such good example is Hevea.

Posted by 2ez4airasia > 2017-05-17 01:16 | Report Abuse

看了笑到哭眼泪, ABC bankrupt also can link to AirAsia.

Bro, AirAsia is unlocking its value now.

Open your eyes, embrace AirAsia of RM5 this year.