MAS is no diff fr AA and in fact by privilege MAS can easily compete head on with AA but sadly more than 20% of seats does not generate yield due to special privilege to Minster & Civil servants etc and on top of that manage by "blinker" management ........ am I wrong ????
hi bro kueyteowlou, did u buy MAS or MAS-CG or both? I actually hold a little bit CG at 1 cent and waiting to sell...as the expiry date is nearer would you recommend to sell or hold for a while first?
you do not have to worry about MAS-CG.. because of bursa rules having that they must provide half a cent on buy queue in no matter what circumstances.. if they don't put the queue.. just sue to SC for bursa not strict to their rules..
it is good to buy and hold for MAS.. as you see CI dropping.. but MAS is still in a very very strong support.. hahaha if you buy MAS-CG the winning will be 50% or lose also 50% lol..
It's at 1.01, which is okay considering how much the general market has come down. One of my previous comments had compared it with AirAsia, of which most people had reasonably favoured over MAS. But as we can see, that's the nature of the market - had one bought AA then, he would be staring at a significant loss. Not to say it's a Buy (there are better counters to put one's money) but with MAS, it is so down and out that the downside risk appears to be a lot less.
UNIONS does not take place with this trend at this time around, but if you say internal source, or EPF and 'Wellington Fund', yes, that may take place for MAS performance today.
We have to separate "government" and "national property" from "BN". If not, EPF and its funds will also be (wrongly) considered as BN. But whatever, companies like this will always be decided by the government of the day, whatever that may be.
Anyway, one thing worth noting is that, regardless of the market's condition, MAS doesn't slide down too much. It goes to just slightly below 1.00 and stops there. Doesn't look attractive right now but all it takes is some news to help spike an upswing. Might be for just a while but that should be enough for a 15 sen or so gain. I believe all the negative analyses of it have already been factored in. Now, if only there's just one bit of something positive...
As soon it drop below 1.00, my radar will zoom in for selective collection all the way down and then wait to offload from short to long term, when it hit 0.95 , next wave will rebound back to 1.10 ..........................
Maybank today says "Buy", with TP of 1.20. Going to add its warrants to my "KiV" folder and see whether there's a chance to make one or two sen with.
"3Q12 will be black. We think that MAS will breakeven in 3Q12 on a 9% QoQ drop in unit fuel costs, cost savings from capacity cuts, plus higher load factors and yields as 3Q is traditionally a peak period. This will lift sentiment on the stock as the market takes comfort in the successful implementation of its business turnaround efforts. Maintain BUY, with an unchanged target price of MYR1.20/share based on 2013 adjusted EV/EBITDAR of 6.4x – in line with regional peers."
"higher load factors "? jz now checked from MAS traffic: AUg 12 load factor down by -2.0pts while July 12 down by -2.5pts... checked from: http://ir.chartnexus.com/mas/operational_statistics.php please show ur proof.. not successful trim oversize staff, how to cut cost?
This is yet another lesson and reminder of how the stockmarket market works. Day-to-day business of a company; of costs, strategies, staff deployment, competition etc. etc. are just secondary. It's sentiment and perception that count most. And if you can manage to time your entrance and exit, that would be perfect.
If making profits from the market is one's sole goal, don't be too influenced by things like "trimming costs" etc. and be led to a state of "analysis-paralysis" - trying to find the 100% perfect counter to buy. In the end, you will always miss out on potential profits coming from far-from-perfect counters. Like MAS today. After you've done your homework with some reasonable research and thinking, it's time to make a decision. If not, you'll end up forever analysing... and not making anything.
@ongtkong, I certainly can't answer that - too dangerous!:-) You will have to evaluate it and decide whether you'd dare to risk your capital. But actually I had bought it at that same price in early June. Was lucky in that it immediately went up the next day and I sold off at 1.17. Will it repeat? I don't know. But the sudden interest and volume do look encouraging and there's the tendency this might continue tomorrow. By the way, I had already gotten out - got my one sen from the CF and that's fine enough with me for today's trade.
Unisem - I don't really follow this counter but I think I remember having read some analysis about it, which was favourable if I'm not mistaken. Try searching at the Unisem post, maybe there's a link to it.
@yazid, it's obvious that some other institutions are taking over from them. They had probably planned it this way. If not, MAS' shares would plummet. This is a GLC and I'm sure the government wouldn't be too happy should that happen. Ironic that it has done better for the trader than the profitable AirAsia over the past couple of days, no? That's the stockmarket for you - sometimes, the business side of things take a back seat.
It was the CJ bought and sold, not CF. Could have gotten more had I the guts to wait. Sigh... But have to stick to my basic strategy and gameplan - if there's a profit within the contra period and the same day, take it. I've had profits slip away when I waited for more; sometimes going to even less than the buying price and I would regret and regret not cashing out when I had the chance.
101111!!!!, hope u hv sold some between 1.08-1.10 ????? If not, better pray very hard it doesn't drop back to 1.01 .......... I m standing by to buy tons as soon it goes below 1.00 !!!!!!!!!!!
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
talk2pkc
2,300 posts
Posted by talk2pkc > 2012-09-05 22:13 | Report Abuse
MAS is no diff fr AA and in fact by privilege MAS can easily compete head on with AA but sadly more than 20% of seats does not generate yield due to special privilege to Minster & Civil servants etc and on top of that manage by "blinker" management ........ am I wrong ????