factorrumour you are right. Even Tony himself has said that the reason analysts cannot fully appreciate AA's value is they don't understand it. I invested in AA a long time ago because I believed they were the best low cost AIRLINE out there with high brand recognition globally. Just didn't make sense to me that a world renowned airline like AA would be trading at less than USD 1. Now I don't really understand all this new digitalization, e-commerce stuff either but as long as the airline business continues to grow and this other stuff doesn't eat into its revenue thats fine by me. I believe Tony is trying to grow ancillary business income through these other ventures so AA will no longer be at the mercy of oil prices like we are now. That in turn will allow AA to grab market share and be even more competitive while other airlines are choking on high fuel prices.
I disagree that analyst find it difficult to evaluate conglomerates It is actually not rocket science to evaluate Airasia Berhad's worth Just need to breakdown its various subsidiaries accounts Conglomerates are valued based on sum of parts of their various businesses And the Beta in investing in a conglomerate is actually much lower So I also disagree that most people shy away from investing in conglomerates
Current PE accorded to Airasia Bhd is among the lowest in aviation for a forward-thinking company The board needs to keep a close watch on the business operations of their associate companies in Japan and India.
yes I agree too with factorrumour, but right now everyone still is still cautious. Probably everyone is keeping their money in fd or asb haha.
But to me this year 2019, I don't have much confidence in klse. Construction sector is bearish, telecom bearish , steel , and semiconductor and tech bearish, health sector?semi-bearish. The other sector are neutrals. Not much good news for this coming years I expect.
One reason I am still holding aa is because I believe in the management. I made a great deal especially when they rebounded from 0.80 cent during the air crash incident. I hope they succeed in the digital world because now it is where all the money is.
Real sifus usually r vy humble & shy to admit they r sifus bcoz they always think they r not best enough yet. Wah, more & more sound discussions r coming in to tis forum for us to share & learn ........
ShareholderOppression: Agreed. Intelligent diversification for any large corporation to source new and compatible income streams should be welcomed, yes? As long as it doesn't distract management from focusing on the core business - like AA India and Japan for example which as you rightly pointed out, needs to be kept an eye on.
Especially India. That's turning into a total f**king circus.
India has always been like that haha renegademaster, and most important is not India that matters but Tony plans of expansion into Vietnam. Its gonna be a rough ride. Vietnam could be Tony `s Achilles heel
I hope you are wrong.... T_T... Zhenwei, seems like big player doesn't want it to close below 2.89. And it goes higher on Monday. That's my presumption as I'm still holding.
Freetospeak, see I told U got many good men & ladies in tis forum. Actually u r also one of them. In fact, last time I never like aviation stock. Then one day by accident I visited AA forum. I dare to buy my first AA stock bcoz bcoz that time there r quite a few good & selfishless sifus e.g batu, supersaiyan, renegadeMaster, JN88 etc willing to share valuable info & views with us. I really benefited a lot in tis forum even until today......
Ppl always say current price is priced in dividend...that means u r buying 2.64 a share if 30 sen dividend...i think its quite reasonable....i think u can wait for lower price...but not very much...coz seems every dips r quickly reversed....can c still got ppl collecting even at this price...may b they dun follow ta...lol...i am not goin to sell my share at 2.64 now...
@toto , yea buff period. Maybe give higher interim. They Frost expansion overseas. Their aviation/flight route matches to remain profitable. Some tuning to extract more income.
feeling better on this forum while people just sharing opinion/infor and not fighting... Dont be too serious on someone posting, as we all trade on our own risk/limit.... wish the best to all, those who sold and those still holding... you might not sold at highest, but you might find better opportunities with greater profit~~ cheers
Agreed Betkaukau, but there's 2 ways of looking at it. One is like what you said
The second is maybe the person decided to sell his shares because he knows something (negative) that going to affect a counter in which you dont know yet ?
There is always 2 sides to a coin
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Posted by Wongthk > 2019-01-11 15:37 | Report Abuse
Saiyan bro, you are back to the AA boat ya?huat tgt ahh