This SMTrack really gila, loss like shit still want to invest into airlines business. MAS can tapao early...
The group narrowed its net loss to RM3.87 million on revenue of RM1.51 million for the financial year ended July 31, 2018, compared with a loss of RM7.38 million in the preceding year.
Betkaukau: they invest to makan money....so they can forever report loss money in their quarter report.... 3 years ago ....XOX also using the same tactic...
Loss billionssss already and now they invest in airlines which is damn high risk to compete with Airasia. What a smart business ideal !!!! Sorry to those invested in SMTrack. Rest in peace....
New competitors that enter the market need time to eat up market share. Not say straight start business will straight get customers. Might take two three or five years to really compete with AirAsia.
FIrst movers advantage in business is key.
And you won't even have enough planes to go head on. Why worry? Don't be silly and bet on newcomers that will continue to bleed to expand and capture market share. Add in all those marketing and branding expanses.
People don't realise how hard it is to establish a brand and scale up operations. Talk is easy. Try and start and business as a new entrant and experience it. And economies of scale is also crucial.
Just as a reminder to all of you: AA has hedged 52% of their oil @63USD For Q1-2019, oil price is significantly lower than Q1-2018, but partly balanced by the higher USD Q1-2019 @ 4.08 against Q1-2018 @ 3.9
Q1-2019 will be a good earning quarter, but as compared to Q1-2018, there might be less net profit due to the lack of remeasurement gain.
The fair price for AA should be at 2.8-2.9 level, but we might not be able to see the rebound before C67 expire, if you know what I mean.
PeirYun Sing nice to meet you. I am newbie. If AA announce dividend how much CW exercise price will be adjusted? Eg now exercise price is 3.05 for example. If announce 12 sen dividend how much CW exercise price will be adjusted?
If they keep the price below 2.6, that means they are going to earn 7.5million ringgit for sure, why not?
Dividend announcement will not affect exercise price, it will only affect the option price leading to the ex-div date. So if AA announce dividend then the CW price should drop, but not the CW exercise price.
@Undi_PAS ..................then why undi PAS pencuri 90million duit rakyat ? Undi_PAS I can work for banks but stealing people money to earn for myself is not my style haha.
How to be overvalued when AA is only valued on its airlines business. Digital, logistics and the rest are not even valued in yet.
Read up why Warren Buffet loves banks and payment processing companies. BigPay has the potential to grow into something like PayPal and Square in the next five years. Red Cargo might even outgrow some of the smaller local logistics companies if everything goes well.
And AA is trying to clone Traveloka too internally instead of acquiring an overvalued existing startup/unicorn.
As much as I hate the leasing cost projected increase (very likely), I believe if management can get the digital to pump more revenue in as fast as possible, those will likely offset the fear.
But then, Q1 might still disappoint IMO. I'm looking beyond that, doesn't really matter since KLSE is also incredibly underperforming now anyway.
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Posted by goldenmamba93 > 2019-04-15 16:58 | Report Abuse
as long as the price is suitable, then can in ady. dont end up chase high