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

Posted by Jaya > 2019-02-15 01:06 | Report Abuse

They try to goreng hibiscus
Did not work
Stick together AA

Posted by Jaya > 2019-02-15 01:08 | Report Abuse

Dickyme
You are N17 and his personalities and you split again bro several times
Keep trying to con people

Posted by banker33 > 2019-02-15 07:32 | Report Abuse

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

Then we have further evidences.
14/02/2019 22:49


you think better to sell now?

Posted by TtreeInvestor > 2019-02-15 08:38 | Report Abuse

Banker33. As what I shared, we must know what we are holding. For myself, I will hold until a clearer picture is on table.

Posted by TtreeInvestor > 2019-02-15 08:39 | Report Abuse

Seriously I filed a record and will continuously follow up the movement.

Posted by EatCoconutCanWin > 2019-02-15 08:41 | Report Abuse

CIMB is true about TP. i suggest change to O&G stock.

Posted by TtreeInvestor > 2019-02-15 08:52 | Report Abuse

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.

Posted by TtreeInvestor > 2019-02-15 08:53 | Report Abuse

I hope they can prove me wrong by issuing call warrants with exercise value of RM1.82 which maturity date within 6-12 months.

Posted by Jaya > 2019-02-15 09:12 | Report Abuse

TtreeInvestor
That will be nice bro

Posted by toto > 2019-02-15 09:31 | Report Abuse

TtreeInvestor, U r a better analyst. Good

Posted by DickyMe > 2019-02-15 09:37 | Report Abuse

Jaya, I am sure you see ghost..kikikiki. Perfect ass assumes a lot.

Posted by Nicolas Leong > 2019-02-15 09:48 | Report Abuse

https://twitter.com/tonyfernandes/status/1096191315316895744?s=19

Will be holding a big investors conference to map out the strategy. As we move towards a more agile amazon based company.
-Tony F

Posted by supersaiyan3 > 2019-02-15 09:52 | Report Abuse

Sure CIMB analyst is against valuation disciplines, net asset of Airasia is RM2.58.

Posted by freddiehero > 2019-02-15 09:56 | Report Abuse

wow stay cool, no penic sell

Posted by Wongthk > 2019-02-15 10:17 | Report Abuse

CIMB could set the TP for AAX, and they misclicked it for AirAsia LOL

Posted by WantToTrade > 2019-02-15 11:49 | Report Abuse

TtreeInvestor besides SC you can also forward your concerns to AirAsia investor relations team.

Posted by saham4u > 2019-02-15 12:10 | Report Abuse

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

Posted by shrobin > 2019-02-15 12:15 | Report Abuse

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?

Posted by saham4u > 2019-02-15 12:31 | Report Abuse

Saya rasa macai2 sini tak pandai buat analysis yg critical, sia bukan sama pengan AA la dey. Balik baca reports la

Posted by WantToTrade > 2019-02-15 13:10 | Report Abuse

Singapore Airlines Ltd.
Share price: SGD 9.80, p/e ratio 13.01
Div yield 3.88 %

AirAsia Bhd.
Share price: RM 3.08, p/e ratio 6.23
Div yield 7.82 %

as of 15 the Feb 2019, both airlines, maybe Airasia has more room for upside based on market forces.

Posted by saham4u > 2019-02-15 13:23 | Report Abuse

tanya N17, dia ada post analysis dulu kan ?

Posted by Betkaukau > 2019-02-15 13:28 | Report Abuse

What is their motive to press down AA price?

Posted by supersaiyan3 > 2019-02-15 13:36 | Report Abuse

Thanks Nicholas Leung.

Betkaukau, cimb is trying to reduce payout for C67 and C71.

Posted by saham4u > 2019-02-15 13:42 | Report Abuse

Banyak konspirasi, theori konspirasi di si

Posted by Betkaukau > 2019-02-15 13:43 | Report Abuse

No wonder gave such a ridiculous TP. Want to cut loss. Haha..

Posted by Betkaukau > 2019-02-15 13:58 | Report Abuse

What DickyMe said is correct. The moment a local analyst gives promising outlook, it's better to get out faster than them...

Posted by Lanesra > 2019-02-15 14:01 | Report Abuse

I never trust our local analyst, they are paid to write rubbish. Best to read the report yourself.

Posted by calvincheebursa > 2019-02-15 14:09 | Report Abuse

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

Posted by TtreeInvestor > 2019-02-15 14:31 | Report Abuse

Next week should be the quarter result announcement by Thailand subsidiary. One of the main contributor as well.

Posted by Betkaukau > 2019-02-15 14:39 | Report Abuse

Thailand main contributor? Loss or profit?

Posted by DickyMe > 2019-02-15 14:52 | Report Abuse

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.

Posted by Shinnzaii > 2019-02-15 14:56 | Report Abuse

Aiyo...try ask yourself and go do research larh...how many UMA reported one actually got take action one...hehe

Posted by TtreeInvestor > 2019-02-15 15:05 | Report Abuse

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.

Posted by TtreeInvestor > 2019-02-15 15:10 | Report Abuse

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.

Posted by DickyMe > 2019-02-15 15:13 | Report Abuse

Take action on "ikan bilis" company. Main wayang to inform that they are doing work.

Posted by JN88 > 2019-02-15 15:32 | Report Abuse

CIMB warrat C63-67.......and so so so so many .......hahahhahahahahha all lose money....no wonder give TP 1.8 .......

Posted by shrobin > 2019-02-15 15:38 | Report Abuse

In Raymond's valuation report on SIA today!

Raymond's comment: Outlook for FY20F has improved on cheaper fuel

Only SIA enjoy cheaper fuel?

Posted by Betkaukau > 2019-02-15 16:27 | Report Abuse

Raymond see higher oil price and improved on cheaper fuel for FY20F. He 100% strike one. Haha

Posted by Betkaukau > 2019-02-15 16:55 | Report Abuse

Everyday drop. Maybe raymond is correct. Haha..

Posted by Jaya > 2019-02-15 19:38 | Report Abuse

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

Posted by Riaz1954 > 2019-02-15 19:40 | Report Abuse

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

Posted by Jaya > 2019-02-15 19:46 | Report Abuse

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

Posted by Jaya > 2019-02-15 19:48 | Report Abuse

Air Asia Boleh La

Posted by freddiehero > 2019-02-15 20:07 | Report Abuse

better say 1.50

Posted by freddiehero > 2019-02-15 20:07 | Report Abuse

1.80 alang alang..

Posted by freddiehero > 2019-02-15 20:07 | Report Abuse

1.50 wil b beautiful moving for long term

Posted by shrobin > 2019-02-15 21:28 | Report Abuse

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!

Posted by shrobin > 2019-02-15 22:26 | Report Abuse

C65 is expiring this month! Likely motive to press down mother share price!

Posted by ChefSaham > 2019-02-15 23:50 | Report Abuse

From my analysis in terms of oil price impact:

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.