Posted by Flintstones > 2018-12-06 12:34 | Report Abuse

This author is terrible with macro predictions. When it comes to stock picking, he is a sifu. When he discuss individual stock, we should listen

Posted by freetospeak > 2018-12-06 13:02 | Report Abuse

this fellow doesnt understand aviation industry...if u c budget airline like ryan air n southwest u will know aa is better than them...wat took southwest so many yrs to do..aa did it in 10 yrs...so u can c aa will b like them one day..aviation industry is totally different than other industry..even buffet admitted he doesnt understand them n miss their golden chance in investing...even buffets started to buy in airline stock...u cannot compare the stock price movement only...

Posted by freetospeak > 2018-12-06 13:06 | Report Abuse

aviation industry is a high capital low cash flow n a lot variation in profit in the beginning...for aa it took them 17 yrs...but when they start stabilsing n contributing more stable income...they are cash generating machine...aa only start to stabilise this 1 or 2 yrs...in future when they grow their ancilary income to 40% of revenue...oil price fluctuation will not be so significant to them...

Posted by freetospeak > 2018-12-06 13:07 | Report Abuse

when they hav 500 planes in 2028...u can c eps ofrm2 n more...with pe of 6 u r looking ar rm12 per share stock...u thin a company with rm2 eps will still be rm2-3 per share...if u can find one in the world pls tell me...

Posted by freetospeak > 2018-12-06 13:10 | Report Abuse

jus by listing of their red ventures in nyse in future is enuff to fetch a very high value for them...n thats not their main business...lol

Posted by freetospeak > 2018-12-06 13:19 | Report Abuse

the rise of aa is a very difficult one due to gomen protecting mas n inhibiting aa growth...thats why u cannot imagine how difficult its for aa to becum the de facto national carrier of malaysia..even more difficult than ryan air n southwest ...so with that background...u can c how good aa is in their operation..u think its so easy to get so many yrs of top budget airline award...if aa cannit invest..i dun even dare buy other airline stock in the world..

Posted by freetospeak > 2018-12-06 13:22 | Report Abuse

with the opec cracking n aa digitisation move...n change of new gomen which is more budget airline friendly...2019 is the turningpoint for aa...mark my word..

Posted by cheoky > 2018-12-06 13:34 | Report Abuse

tulan si sour grape. later AA becomes Asean tourist Alibaba don't bising here.

Posted by freetospeak > 2018-12-06 13:38 | Report Abuse

better invest in grab...higher valuation than AA but loss making all the way...lol

Posted by freetospeak > 2018-12-06 13:40 | Report Abuse

there is not going to be another AA coming out of malaysia...at least...but there can be many other grab service coming out...

Posted by freetospeak > 2018-12-06 13:57 | Report Abuse

u can go look at the 1st 10 yrs of those great aviation company...u will say they r not worth to invest...lol

Posted by gongkia > 2018-12-06 14:54 | Report Abuse

if he puts in the dividend, then his view might change.

Posted by Shinnzaii > 2018-12-06 14:58 | Report Abuse

this author has been critic for air asia many times...there is no surprise he published such blog...why only take Air asia?air asia owe you?

Posted by Beza > 2018-12-06 15:22 | Report Abuse

He forgot to convert the price difference after private placement for TF and TF's partner. This is really a big mistake and rediculous also.

Posted by factorrumour > 2018-12-06 16:29 | Report Abuse

this guy's tp must be 2.12, same with cimb

hahahahahahahahahahahaha

Posted by supersaiyan3 > 2018-12-07 00:49 | Report Abuse

很多年前你說亞航財務工程痕跡明顯, 債務幾千億，你是不會做帳也不會看帳的人，你竟然說因為亞航要買很多飛機所以負債很多云云，卻沒有計算因為買飛機而帶來的盈收。

你蠢就是蠢啦！我罵你有根有據，還想著書立說，你這是沒有自知之明。

很多年前我叫你測驗一下你的智商，測了沒有啊？

Posted by supersaiyan3 > 2018-12-07 01:12 | Report Abuse

文明一點，說說道理。

一、一般散戶喜歡買亞航，是因為常使用其服務，對它的營運很了解。這是品牌魅力！對於財經投資的普及有很好的促進作用。

二、投資股票不能只看過去股價表現。歷史已經證明，優秀的公司長期股價表現肯定會符合實際情況而高漲。我對其他投資者會列舉亞航的成長率、營運效率、得獎次數、策略、文化等等，但對你肯定對牛彈琴，我看你只有中四程度。連特斯拉你都說會倒閉不是嗎？

三、亞航還有競爭優勢！如果你將亞航與新航、國泰等的業績比較，你就知道亞航擁有無可比擬的優勢。馬印航空虧了六億，馬航虧了多少？亞航在行情最壞的年度、最弱的本季營運還賺三億，難能可貴。

四、至於亞航的問題，之前包括不專精、債務過高、子公司被當成是殖民地式的管理、越開越多子公司，大部份都隨著大數據的運用而大大改善。

其實你將亞航的優點說得不好，和東尼將亞航的缺點說得很好，都一樣很壞囉！

其實你是不是誤讀了什麼厚黑之類還是天生為了搏出位而死不認錯強詞奪理唯恐天下不亂？

Posted by Joe Ng > 2018-12-07 09:33 | Report Abuse

Stupid

Posted by Ah Ho > 2018-12-07 10:25 | Report Abuse

unlike

Posted by freetospeak > 2018-12-07 10:32 | Report Abuse

dun need to read so many statistics one lah....the more u read the more u confused...expert only use 1 or 2 tools n few critical data to assist their analysis only..many thing u cannot c jus from numbers...especially future prospect u cannot c from past numbers... thru many years of experience n from their operation u can know something...jus Airasia this brand name already worth 10 billion...

Posted by freetospeak > 2018-12-07 10:38 | Report Abuse

thats why many competitors including MAS lose out becoz what they did is look down n condemn AA will not succeed ...they underestimate AA power of execution...they also look at AA statistics ah...lol...in the end they all kena beaten by AA...now no one dare to underestimate when AA wanna go into their turf to do business.. they all will alert n stand on guard...lol

Posted by freetospeak > 2018-12-07 10:39 | Report Abuse

jus the name of AA appearing on their radar is enuff to make them tremble...this brand already worth 10 billion...

Posted by KLCI King > 2018-12-07 15:33 | Report Abuse

怕垃圾车都不收这个烂作者的书

Posted by HENG YUAN PE 7 IS NOT COMING!! > 2018-12-07 17:17 | Report Abuse

重点是 没人叫你投资10年......要会卖，你的书只适合老人看，那种买了不看股票的.......

Posted by warren buntut > 2018-12-07 17:37 | Report Abuse

现在市场这么差没有一个股可以投资啦，全部都是低买高抛

Posted by Alex™ > 2018-12-08 12:58 | Report Abuse

itu AA aeroplane fly 13 hours a day oh, your car can run 13 hours a day or not?

Posted by firehawk > 2018-12-08 13:07 | Report Abuse

u hv yr points ... thanks for sharing :-)