Posted by chamlo > 2019-03-13 03:49 | Report Abuse

Shutting down MAS is an option government can consider, says ex MD of Khazanah
Read more at https://www.thestar.com.my/business/business-news/2019/03/12/mahathir-weighing-shutdown-or-sale-of-malaysia-airlines/#K682R5h1oTJVpv5M.99

Posted by chamlo > 2019-03-13 03:51 | Report Abuse

If MAS sell to AA how?

Betkaukau Sell MAS to more capable airline will resulted more intense competition to AA lah. If MAS bungkus maybe benefit AA...
12/03/2019 19:25

Posted by Ron90 > 2019-03-13 04:21 | Report Abuse

with latest payment of 12c dividend, Tony and Maranum richer by $180million..,and just last december they got $600...in less than 1 year they take out nearly 1 Billion clean money from AAB....phew! to that extent, loss QR still declared dividend.

Posted by HLX4U > 2019-03-13 07:33 | Report Abuse

Ron90 to that extent, loss QR still declared dividend.

How often you have to read that??
You have to look at the whole year not just a quarter!

Posted by Betkaukau > 2019-03-13 07:34 | Report Abuse

That’s why i said tag along with TF suck $$$ out from AA..

Posted by Betkaukau > 2019-03-13 08:10 | Report Abuse

737 Max 8 can’t land here

https://www.thestar.com.my/news/nation/2019/03/13/737-max-8-cant-land-here/

Posted by Betkaukau > 2019-03-13 08:27 | Report Abuse

My guess Ron90 also don’t know qtr loss was due to one time off (paper loss). Profit for that qtr is +90m

Posted by shrobin > 2019-03-13 08:48 | Report Abuse

The MAS problem and 737 Max issue will favour AirAsia...

Posted by graynoize8 > 2019-03-13 09:18 | Report Abuse

AA has the upper hand now given how MAS's upcoming capacity to be added moving forward has been slashed badly.

Posted by saham4u > 2019-03-13 09:25 | Report Abuse

Jaya: Up Up Up guys

Jaya: Buy BuY Buy

Jaya: Portfolio saya masih hijau

Jaya: Lepas dividend, saya akan top up lagi, manganese takut guys

Jaya dan Gampang2 sekaliannya: QR tak akan rugi, fuel fully hedged etc



Buto oh butoooo

Posted by Betkaukau > 2019-03-13 09:26 | Report Abuse

BigCoin?

https://www.theedgemarkets.com/article/airasia-studying-three-blockchain-use-cases-—-deputy-ceo

Posted by Jona0724 > 2019-03-13 09:35 | Report Abuse

next CW67, CW73 need be caution, banker will press down the price to avoid the payout.
CW67 - exer. price 2.605; exp date 30/4
CW73 - exer price 2.432; exp date 20/5

Posted by Hotboy > 2019-03-13 09:39 | Report Abuse

buybuybuy？

Posted by saham4u > 2019-03-13 09:47 | Report Abuse

Big Coin aka BigCon man kot

Posted by signalmw > 2019-03-13 13:28 | Report Abuse

The European Union's aviation safety regulator earlier on Tuesday suspended all flights in the bloc by Boeing 737 MAX planes, joining a wave of suspensions of the aircraft across the globe.

Posted by signalmw > 2019-03-13 13:29 | Report Abuse

AIRASIA has buy 737max....?

Posted by Sean Chong > 2019-03-13 14:35 | Report Abuse

engine starto...

Posted by ryanlcc > 2019-03-13 14:36 | Report Abuse

AA sudah mari....

Posted by saham4u > 2019-03-13 14:36 |

Post removed.Why?

Posted by ryanlcc > 2019-03-13 14:57 | Report Abuse

No push...dropping back to RM2.8

Posted by stanleysew > 2019-03-13 15:01 | Report Abuse

going uptrend to 3.0 soon.

Posted by ling1224 > 2019-03-13 15:27 | Report Abuse

@signalmw no AA no 737, all fleet are from airbus

Posted by Bursa999 > 2019-03-13 16:12 | Report Abuse

https://www.theedgemarkets.com/article/stable-demand-growth-expected-airasia

"According to Boeing’s website, the Southeast Asian airlines using the Boeing 737 MAX 8 are Silk Air, Garuda Indonesia and Lion Air. "

"The possible shift of passengers to AirAsia due to the Boeing fleet absence could further sustain the group’s load factor to remain above 80%."

This can further increase AA market share, especially in Indonesia.

Posted by Springtime > 2019-03-13 16:59 | Report Abuse

Looks like the Force is with AA for 2019. No amount of stones thrown in by doomsayers and CW issuers is going to stop the Force. Just brace yourself for a great year 2019. I believe in TF.

Posted by Betkaukau > 2019-03-13 17:06 | Report Abuse

Zzz. Closed below 2.80 today. Sigh.....

Posted by ChefSaham > 2019-03-13 18:11 | Report Abuse

imagine mas really kena sell off lol AA eat up entire malaysia market share

Posted by Betkaukau > 2019-03-13 18:19 | Report Abuse

U mean close shop?

Posted by ChefSaham > 2019-03-13 18:26 | Report Abuse

ya close shop sorry hahah but i dont think gov will do that la sell off higher chance

Posted by Betkaukau > 2019-03-13 19:27 | Report Abuse

Oil price keep going up. Very bad for AA...

Posted by amet2017 > 2019-03-13 19:33 | Report Abuse

I thought somebody mentioned they have hedged the oil last quarter?

Posted by newinvestor17 > 2019-03-13 20:03 | Report Abuse

Chefsaham, no offence but you are delusional just like the other investors in this forum who are unrealistic with the real world

If MAS closes shop, aa would eat up the whole marketshare in Malaysia ?


Brother, MAS doesn't have to shiut down, they just to go sell of their business and tons of people especially the "Chinese" are willing to come in here and buy a loss making airline and do a turn around.

If such a thing happens and if they manage to do a turn around as how Proton is moving in a better direction now than c compared to previously, AA would be the one that would have to close shop.


Though no worries, even if AA closes shop, you guys would be buying TF's stories and Trusting him (as what Jaya says) which would result in you'll being bag holders.

Gd luck buddies

Posted by Betkaukau > 2019-03-13 20:27 | Report Abuse

@newinvestor17 good writting. Sell AA now?

Posted by ChefSaham > 2019-03-13 20:55 | Report Abuse

From AA 4Q report:

FY2019 - 55% hedged at $63.41
FY2020 - 40% hedged at $59.89
FY2021 - 5% hedged at $59.23

Compared to average price for FY2018 of $89, AA hedging strategy will definitely help lowering its fuel cost from 2019 onwards.

From HLIB research:

"The research firm said it remains doubtful of Malaysia Airlines owner Khazanah Nasional Bhd's willingness and ability to sustain the airline's continued losses.

"We believe it will be wise for the government to divest MAB (Malaysia Airlines) (instead of shutting down) or find a strategic partner, which will solve the issue of government's cash drain while reducing the overall impact on staff layoffs, as the takeover entity will still need a workforce to run MAS operation," it added.

HLIB Research said the options tabled by the government, including possibility of shutting down or divesting the national carrier, will result in the capacity cut for Malaysia Airlines, which may benefit AirAsia in gaining further market dominance."

Whether shut down or divestment will definitely result in capacity cut for MAS, so at least in the short them, AA will definitely be the direct benefactor.

Thank you.

Posted by Jaya > 2019-03-13 20:55 | Report Abuse

Saham4u split back to N17 again ha
Just when you were getting better N17

Posted by Jaya > 2019-03-13 20:56 | Report Abuse

Lol

Posted by Betkaukau > 2019-03-13 21:25 | Report Abuse

Govt not closing down Malaysia Airlines

https://www.theedgemarkets.com/article/govt-not-closing-down-malaysia-airlines-—-guan-eng

Posted by Bursa999 > 2019-03-13 21:33 | Report Abuse

expected la, quite impossible they will close down national carrier. most possible scenario is divestment.

Posted by Springtime > 2019-03-13 22:27 | Report Abuse

Many factors are pointing towards a very profitable year for AA. Oil already hedge, ppl choosing to fly Airbus over Boeing and MAS not able to compete. Buy, buy before it is too late to grab below RM3.

Posted by Bursa999 > 2019-03-13 22:29 | Report Abuse

last time i bought AA before they give out 0.4c special dividend at 2.9+, then bought again after they give out at 2.6+ then sold before QR out (lucky). now i am buying again at this price

Posted by setyoufree > 2019-03-13 23:50 | Report Abuse

i all in this time

Posted by Betkaukau > 2019-03-14 08:08 | Report Abuse

US joins other nations in grounding Boeing 737 MAX amid growing safety concerns

https://www.channelnewsasia.com/news/world/us-joins-other-nations-in-grounding-boeing-737-max-amid-growing-11341926

Posted by Betkaukau > 2019-03-14 08:09 | Report Abuse

Today go up to pre-dividend price !!!!

Posted by amet2017 > 2019-03-14 08:10 | Report Abuse

Its the time to go up.. All the good factors and sentiments are lining up

Posted by astalavista > 2019-03-14 08:14 | Report Abuse

AA gona have pressure due to oil and call warrants expiry..

Posted by Betkaukau > 2019-03-14 08:35 | Report Abuse

Sell now, buy back lower?

Posted by salman > 2019-03-14 09:23 | Report Abuse

KUALA LUMPUR (March 13): Low-cost carrier AirAsia Group Bhd stands to benefit from greater market dominance if the government decides to do away with national carrier Malaysia Airlines Bhd, according to Hong Leong IB Research (HLIB Research).

Posted by Springtime > 2019-03-14 09:45 | Report Abuse

Suddenly there will be a big shortage of planes with Boeing 737 grounded. Better ask airbus to quickly deliver more planes for AA, can resell or lease it out at big profits

Posted by SWATHENG > 2019-03-14 10:06 | Report Abuse

Malaysia Airlines Bhd is not a market orientated airline. It is part of the long entrenched GLCs that are bleeding all along. But never mind as long as oil can command USD 50 per barrel minimum. the sooner it is closed, the better for Malaysia. Even foreign CEOs couldn't do much as it is run along a Malaysia model.


"An economics professor at a local college made a statement that he had never failed a single student before, but had recently failed an entire class. That class had insisted that Obama's socialism worked and that no one would be poor and no one would be rich, a great equalizer.



The professor then said, "OK, we will have an experiment in this class on Obama's plan".. All grades will be averaged and everyone will receive the same grade so no one will fail and no one will receive an A.... (substituting grades for dollars - something closer to home and more readily understood by all).


After the first test, the grades were averaged and everyone got a B. The students who studied hard were upset and the students who studied little were happy. As the second test rolled around, the students who studied little had studied even less and the ones who studied hard decided they wanted a free ride too so they studied little.


The second test average was a D! No one was happy.
When the 3rd test rolled around, the average was an F.


As the tests proceeded, the scores never increased as bickering, blame and name-calling all resulted in hard feelings and no one would study for the benefit of anyone else.


To their great surprise, ALL FAILED and the professor told them that socialism would also ultimately fail because when the reward is great, the effort to succeed is great, but when government takes all the reward away, no one will tr​​y or want to succeed. Could not be any simpler than that. (Please pass this on) These are possibly the 5 best sentences you'll ever read and all applicable to this experiment:


1. You cannot legislate the poor into prosperity by legislating the wealthy out of prosperity.


2. What one person receives without working for, another person must work for without receiving.


3. The government cannot give to anybody anything that the government does not first take from somebody else.


4. You cannot multiply wealth by dividing it!


5. When half of the people get the idea that they do not have to work because the other half is going to take care of them, and when the other half gets the idea that it does no good to work because somebody else is going to get what they work for, that is the beginning of the end of any nation.


New Economic Policy, Ketuanan Melayu, BRIM, religion and politics are not separate and corruption will kill our nation and turn it into a FAILED STATE. "


Low-cost carrier AirAsia Group Bhd stands to benefit from greater market dominance if the government decides to do away with national carrier Malaysia Airlines Bhd, according to Hong Leong IB Research (HLIB Research).

Posted by honeycomb > 2019-03-14 10:34 | Report Abuse

Swatheng, your above illustration was exactly what China learned a bitter lesson from past experience! After China opened up, China allows private ownership and the free enterprise system to flourish. Socialism is only in name. But of course the centrally controlled economy continues to challenge the U.S.economy for the no.1 position and has caused Trump endless nightmares!

Posted by Betkaukau > 2019-03-14 10:54 | Report Abuse

Lose money no problem but don’t lose face. Sell MAS to China?