Posted by Beza > 2018-11-26 09:52 | Report Abuse

When oil price repeats US30 per barrel like few years ago, AA price will go RM6 lah!

Posted by freetospeak > 2018-11-26 09:55 | Report Abuse

impossible oil hit 30...thats a move by opec to kill shale oil..n they failed terribly..saudi lost 40% of their reserve fighting this oil war with us...n make shale oil even stronger...saudi got no more money to fight another oil war with us...they will try to push the oil up 70....if everyone in opec agress to cut...

Posted by freetospeak > 2018-11-26 09:57 | Report Abuse

shale oil producer also w\ill not like low oil price..so it will norm at 60 -70

Posted by Beza > 2018-11-26 09:57 | Report Abuse

US shale oil cost is far lower, that's why saudi lost the battle. So US 30 will make US (with huge production) occupy Saudi shares.

Posted by CharlesT > 2018-11-26 09:57 | Report Abuse

Dont have to think so far away lah..just predict what will happen this week first

Posted by Beza > 2018-11-26 09:58 | Report Abuse

Future scenario will determine AA price now as lots of investors will be willing to buy and hold.

Posted by Beza > 2018-11-26 10:00 | Report Abuse

My average price is RM2.93. Just wait and see it happen. American dream! Ha!

Posted by freetospeak > 2018-11-26 10:02 | Report Abuse

i am more concern with future prospect of aa...dividend n result is oledi hard fact now...

Posted by freetospeak > 2018-11-26 10:03 | Report Abuse

many ppl already know the result n dividend by now...wats important is the future prospect of aa

Posted by Beza > 2018-11-26 10:04 | Report Abuse

Let me repeat saying:
Q2 18 Comment: Net profit for the current quarter was 125% higher year-on-year at RM315.3 million due to the
reversal of deferred tax on the sale of aircraft.
25% of Expedia stake disposal has been completed. The proceeds from this disposal is USD60 mil with initial cost of investment of 10mil. There will be an one-off disposal gain in 3Q18 result of about RM210 mil.

Posted by freetospeak > 2018-11-26 10:05 | Report Abuse

the oil price of 30 is the result of saudi not shale oil producer...so if saudi is not interested in us30...i think shale oil producer will not want a too low price...coz they cant export too much due to piple n limited tanker n facilites at port...

Posted by freetospeak > 2018-11-26 10:06 | Report Abuse

if auditor accountant n staff know..its enuff to let many ppl know...the report already finsied in october...so got 1 big mouth sure spread to 10 big mouth u know...

Posted by Flintstones > 2018-11-26 10:08 | Report Abuse

freetospeak, nobody cares about your sense here. Your sense must be failing you not for predicting $60 oil. You can take your sense back and show it down your anal hole

Posted by freetospeak > 2018-11-26 10:09 | Report Abuse

flintstones...sorry my eng no good..wat do u mean...

Posted by TtreeInvestor > 2018-11-26 10:11 | Report Abuse

When share price drop, then many people talk about bad lah, no future lah bla bla bla, when reversal, then suddenly change face and mouth. This is share market.

Posted by freetospeak > 2018-11-26 10:13 | Report Abuse

no wow i keep saying aa good all this while wow..lol.. i keep buying n buying at different price...lol

Posted by Beza > 2018-11-26 10:14 | Report Abuse

The impact of good QR will be from:
1) reversal of deferred tax on the sale of aircrafts and engines .
2) One-off gain of selling 25% shares of Expedia at RM210 million and above.

Posted by wkl1063 > 2018-11-26 10:14 | Report Abuse

lol last few week so gloomy all so passive, now all like tiger lion semangat kuat hahaaa

Posted by Beza > 2018-11-26 10:15 | Report Abuse

Due to sudden drop of oil price and could be continue trend.

Posted by freetospeak > 2018-11-26 10:16 | Report Abuse

when ppl think of airasia..they know its malaysia...when ppl ask about malaysia brand..they say is airasia...this type of business is worth to own...of course at low price..lol

Posted by dusti > 2018-11-26 10:17 | Report Abuse

Ruuuuuuuuuuunnn!

Posted by Beza > 2018-11-26 10:18 | Report Abuse

Low price 2.30 - 3.03 is over. Middle price start RM3.04 - 4.50. High price RM 4.51 - 6.

Posted by Beza > 2018-11-26 10:25 | Report Abuse

Aircrafts and engines had just been completely sold this Nov. That's why all have to wait until today!

Posted by Beza > 2018-11-26 10:26 | Report Abuse

no more rumours on SD. It is a fact!

Posted by wkl1063 > 2018-11-26 10:26 | Report Abuse

drop back 3.05....

Posted by Investor48 > 2018-11-26 10:27 | Report Abuse

Charles T

For me only 2 scenario.. either with SD or no SD..
Q3(operation) is bad without assets sales..
If can break 3.60 before Q3 out.. most likely got SD..
Hope your 3 white soldiers march through..
Huat Ar..!!

Hehe...

Posted by Beza > 2018-11-26 10:28 | Report Abuse

Must talk about its gearing ratio. Lower and lower lah!

Posted by Beza > 2018-11-26 10:29 | Report Abuse

3.07 wkl1063.

Posted by freetospeak > 2018-11-26 10:36 | Report Abuse

amazon..is a market going to be airline...airasia is airline going to be market...in future u might c airasia ancilary income is flight business...lol

Posted by Beza > 2018-11-26 10:37 | Report Abuse

Related: Does The U.S. Really Need Saudi Oil?

The investment bank said that its expectation that prices will recover could be wrong due to two factors. First, the global economy could enter a downturn and demand collapses. Or, OPEC+ decides not to cut at all at the upcoming meeting, which leads to a significant supply glut heading into 2019.

Looking out over the next year, OPEC+’s problems get even trickier. They could decide to flood the market, which would likely crash prices, but that would crush their own budgets. Meanwhile, U.S. shale is poised to add a flood of new supply next year. As Bloomberg notes, the shale industry has already vastly exceeded expectations in 2018, and shale companies have not slowed down. They are drilling new wells now, but only completing some of them. E&Ps are keeping some wells uncompleted, awaiting new pipelines in 2019. When those projects come online, another wave of fresh supply could be unleashed. “We’re going to see a re-acceleration of well completions in the Permian in the second half of 2019,’’ Corey Prologo, head of oil trading in Houston at commodity merchant Trafigura Group Ltd., told Bloomberg. “The pipelines are going to fill up very quickly.’’

OPEC+ could decide to cut output in December to stop the slide in oil prices. But their task gets no easier as we head into 2019.

Posted by TtreeInvestor > 2018-11-26 10:47 | Report Abuse

Holding 100k mother units. Just waiting for son (dividend) come out. I don't see any reason why TF want to press the share price in year end time. Just wait and enjoy the party lah.

Posted by TtreeInvestor > 2018-11-26 10:48 | Report Abuse

3.5, 3.2, 3.0, 2.3, 2.5, 2.6, 2.8 all prices of AA I also got. Why need to worry.

Posted by Beza > 2018-11-26 10:48 | Report Abuse

Wah, 100k units. Congras. What is your average price?

Posted by freetospeak > 2018-11-26 10:49 | Report Abuse

many ppl sell their properties n rent house instead wow nowadays....lol..quite ok ah

Posted by TopAnalysis > 2018-11-26 10:50 | Report Abuse

last time oil drop 6%, next day aa up 20 sen from 2.68 to 2.88,then up all the way to 3.12, now oil drop 7% aa up 17 sen, and will up 3 more day to 3.3 above

Posted by Beza > 2018-11-26 10:51 | Report Abuse

Half true, AA is investing in Tech Companies. TF is shifing an aircraft company to a Tech company.
You are not a shareholder, that's why you don't know.
Chua Joe Beng In business, selling assets is bad news n upgrading assets is good news! Selling assets to pay dividend is very bad practice! After dividend payment, d share price will dropped accordingly!
26/11/2018 10:48

Posted by TtreeInvestor > 2018-11-26 10:53 | Report Abuse

Chua Joe Beng, nowadays business evolving, you can see Agoda, Booking.com, they not holding any assets but earn 20% of hotel rate.

Similar, but not the same, if AA lease the fleet, it is highly possible to increase it's usage time from 10hours to 14 hours per day. Which in fact create 1 to 2 short term flights such as JB to KL or Penang to KL.

Posted by freetospeak > 2018-11-26 10:53 | Report Abuse

sometime is cheaper to rent then own the properties...

Posted by wkl1063 > 2018-11-26 10:53 | Report Abuse

wahhh so many volume ahhh

Posted by TtreeInvestor > 2018-11-26 10:54 | Report Abuse

Same as many IT platform such as Alibaba, JD, lazada and etc. They don't need holding assets and inventories. This is the market trend.

Posted by Beza > 2018-11-26 10:56 | Report Abuse

Exactly!

Posted by wkl1063 > 2018-11-26 10:56 | Report Abuse

then who hold the airplane, rent airplane ahh

Posted by freetospeak > 2018-11-26 10:57 | Report Abuse

vietjet of vietnam is worth rm6 in vietnam...airasia only 3...damn cheap....no wonder vietnam is overtaking us ..even market valuation also better than klse..lol

Posted by freetospeak > 2018-11-26 10:59 | Report Abuse

ppl here thinking of whther is 2x or 3 x.. aa shld be worth rm6 n above...

Posted by Beza > 2018-11-26 10:59 | Report Abuse

Agree, damn cheap!

Posted by TtreeInvestor > 2018-11-26 11:00 | Report Abuse

Beza 2.96 net of the dividend received before.

Posted by freetospeak > 2018-11-26 11:00 | Report Abuse

airasia is defacto the national carrier of malaysia...but look at its valuation...lol

Posted by freetospeak > 2018-11-26 11:02 | Report Abuse

u know when anything is recognised as national....tnb maybank petronas all these are national identity...

Posted by TtreeInvestor > 2018-11-26 11:02 | Report Abuse

It will push to index shares. Rm4 will be enough d. Next will be the credit rating of Malaysia due to oil price adjustment. AA gearing is minimal which will not affected by the increase of cost of capital if global downgrade malaysia credit rating.

Posted by freetospeak > 2018-11-26 11:03 | Report Abuse

look at their valuation n airasia...u know the difference...mas is already consider dead...lol