TtreeInvestor Worst to the involved parties if the following moving forward: 1) Tomorrow AA share price going down further, better substantially lower than the call warrants exercise price 2) The quarter result is good at end of the quarter
The target prices revision by CIMB within 4 months: 10/10/2018 Target price RM3.56 7/11/2018 Target price RM2.72 30/11/2018 Target price RM2.12 14/2/2019 Target price RM1.82
The target price is tremendously "revised" by CIMB within short period of time. The budget 2019 Malaysia is tabled on earlier November 2018 and included such additional airport tax annoucement.
Again, I hope the assumptions they used are without any biase and have solid basis. Otherwise it will looks weird, within 4 months, they revised the target price by slashing half of it.
Tak berguna untuk email AA'S IR team. Dia orang mesti akan promote AA kaw kaw macam Jaya kerana mereka berkerja untuk AA. Just like Tony, dia mesti akan promote AA n AAX kaw kaw sebab dia boss untuk kedua2 institusi.
Serupa macam Jaya, promote AA kaw2 sebab dia pegang AA
I was just told Raymond Yap just make a hold call for SIA! Target price remain the same! If there is anything i am concern with AirAsia is jet fuel price! SIA will face the same problem like AirAsia if not worst. Is Raymond having an agenda?
If indeed Cimb deliberately reduce the TP just in order to reduce the payout for those call warrants which gonna expire soon, then l think SC should act against this practice as it’s just not fair for investors
SC also in cohort how to take action. All lanuns work together and share the loot from fools. They hide behind departments and regulations. Operate like secret society.
MSWG (Minority Shareholders Watchdog Group), Ministry of Finance (SC direct reporting body) and etc will be next course of action. Importantly the retailers shall know how to fight for their interests and rights. If you have the relevant contacts, please file the similar concern to the authorities as well.
Betkaukau, if you look into last quarter, definitely is in bad shape. But if you look into the top line, there are substantial travel populations in Indo-China area (including Thailand and Vietnam). If the costs maintained well, then will not poor than Malaysia operations.
Buy tomorrow I think Raymond is Dickyme,n17 and the rest Chay go mai la tomorrow Behave Or else I buy to end of month to see what happens Got balls play your money la
Cimb and their analyst must be investigated, there is something fishy in all this. In particular the warrant issuers must be investigated to ensure their is total independence between the warrant and subsequent recommendations nearing maturity dates. I can clearly see a trend
Hi people Cheap I buy and go back Sunday but still stay in the counter People want to sell ok your choice but I buy when I am ready but not for Saham4u,n17 and crowd
Oil price affect all airlines. If we invest in airline business, we should be prepared for fluctuation in oil prices! In the worst case situation of very high oil prices, the fuel surcharge kicks in. So, really the real concern should be on the efficiency and the loading. These are internal factors! The oil price is an external factor. Airlines main competition should be on internal factors!
Q4 2018 should not be a problem for AA as the average oil price for Q4 2018 was considered low.
As for 1H 2019 (Q1+Q2), remember that AA has already hedged around 50% at approx $64. Given AA capability, i am sure that they had already hedged the remaining 50% at a price much lower than $60 when the oil price drop below that. From their past QR, the average oil price for 2018 1H was around $85. So even if the oil price go up to $70, it is still lower than last year's price of 85. Imagine with a price of $60.
So i think their hedging strategy will start to pay off, especially in 1H 2019.
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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....
Jaya
1,585 posts
Posted by Jaya > 2019-02-15 01:04 | Report Abuse
Citi apologize and Raymond also will apologize
Their analysis is totally flawed people
If goreng want to play let them
Can goreng back also