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2019-04-09 14:50 | Report Abuse
After the latest sale of the 25 aircrafts, AirAsia will be a net cash company of about RM1.00 per share.....first time in the history of AirAsia...
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2019-04-08 12:08 | Report Abuse
CIMB C67 left with 3 weeks to maturity....press down game by CIMB to avoid payouts...wonder why SC even allow such kind of schemes....
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2019-04-08 12:03 | Report Abuse
Since 2015 to 2018, about 9 billions borrowings has been retired.....in addition, a total of 95sen was paid as dividends. This is no small feat.....
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2019-03-29 19:37 | Report Abuse
Press Release - RedCargo and GD Express Announce New Regional Partnership...read Bursa announcement...
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2019-03-29 18:02 | Report Abuse
Watch out C67 by CIMB.....expiring in a month.....
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2019-03-29 12:52 | Report Abuse
Opinions are ok....bad intentions should not be encouraged!
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2019-03-29 09:12 | Report Abuse
Why would a guy still want to hang around when a stock is not worth buying?
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2019-03-28 14:52 | Report Abuse
The 625 mil is the capital or total share base? GDB market cap is 625mil x 28sen= 175mil. So, a 135mil project is still significant relative to a market cap of 175mil....say negative thing normally means either you haven't buy or only bought a little....hoping it to go down so that you can buy....even the the fools know that...so, don't kid around....
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2019-03-25 15:22 | Report Abuse
If you believe what Tony has said that Q1 is going to be better, then it is a good time to buy now....at current price and 12sen dividend, you are already having a FD rate return....if it turn out as true in May that result is better, you will some good capital gain....May month is likely to be the normal yearly dividend month...AirAsia is really paying out cash so easily as it is sitting on tons of it.....
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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?
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2019-01-30 15:53 | Report Abuse
I was surprised at not only JP Morgan HK but also GMT. If GMT is professional, they should have follow up to explain what was the issue now! It was not a small issue then! It has caused many people lost money because of panic selling! I was a bit more lucky to have bought some during then. What about those innocent guys that have sold out due to GMT report? Not sure if you can still find the video where GMT released that has caused the panic sell down in 2015.
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2019-01-30 15:28 | Report Abuse
I recalled in 2016, I think it was in Nov month, JP Morgan analyst in HK did a sell call on AirAsia! I was puzzled how they arrived at the sell call then. I checked on my own records and valuation and was convinced nothing was really wrong! I decided to wait until the next annual report to see whether JP really sell their holdings in the top 30 list. To my surprise, their shareholdings actually increased.
Not sure if Citigroup is doing the same thing?
GMT research house, JP Morgan HK and now Citigroup HK. For some reasons all coming out of HK.
While I cannot know exactly what they are trying to do, it is my view that their reputation is not very good judging from the recent past! GMT Research House have been quiet since they did a big issue on the accumulated losses on AirAsia Indonesia!
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2019-01-08 11:36 | Report Abuse
23sen a good price if you can get!
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2018-11-30 08:58 | Report Abuse
A few years ago, AirAsia's gearing is more than 2 times! Now it is a net cash company, amazing!
It is likely that the market will value AirAsia differently from now on especially on price earning ratio!
A good comparison for AirAsia is with Ryanair!
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2018-10-20 10:52 | Report Abuse
Basically, the issue is due to foreigners selling! If you look at AirAsia's bursa announcements, the first half of this year, Jan to Jun, the foreigners reduce holdings of about 178 mil shares! I believe from Jul to now, the selling is still there! Only by Jan, AirAsia will announce the second half shareholdings changes!
My guess is the foreign shareholdings will be near to 35% by end this year! It was about 44% at the beginning of the year. Down to 39% by end Jun!
In contrast, EPF is doing a net buying for 2018 so far!
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2018-10-19 19:29 | Report Abuse
What is Capitulation?
Capitulation is when investors give up any previous gains in stock prices by selling equities, to get out of the market. Capitulation involves extremely high volume and sharp declines. It also usually involves panic selling. The term is a derived from a military term which refers to surrender.
This maybe happening on AirAsia ! If price trend reverse next week, it then confirms capitulation has happened!
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2018-10-09 14:23 | Report Abuse
Hap Seng Land have many projects! I am sure GDB is doing tendering with Hap Seng Land! Great to hear that GDB is having good chance in getting another one!
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2017-08-30 11:03 | Report Abuse
It is obvious that those that wrote negatives are not having AA shares on-hand. They are hoping their negative comments can influence some less educate readers to sell so that they can buy on weakness! Chances it won't work very well and many end up in frustration.
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2017-04-08 11:31 | Report Abuse
Short term with oil hedging in place, the oil fluctuations is not critical. Normally, when you invest, you put in more chips, trading you put in much less! My experience is serious money is made from investing! Trading you can get some coffee money and get you excited daily!
The latest 12sen dividend plus the expected special dividend from AA are real solid cash returns that are important to investors. First you have substantial cash on hand for more opportunities and second your holding cost on AA is technically reduced.
Important now is for AA to continue making reasonable good profits for at least the next two years. You maybe sitting on a winner!
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2017-04-08 10:04 | Report Abuse
Some of you guys asked why outdated news? This is to highlight what JP Morgan and Deutsche bank are trying to do funny things earlier.
Read this latest link by James Saft: http://www.reuters.com/article/us-markets-saft-idUSKBN1772QW
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2017-04-08 05:22 | Report Abuse
http://www.reuters.com/article/us-markets-saft-idUSKBN1772QW
Is Deutsche bank and JP Morgan trying to do just that couple of months ago?
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2017-03-26 14:30 | Report Abuse
The future of oil politics!
https://www.youtube.com/watch?v=MwuW2PODrxE
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2016-09-18 13:48 | Report Abuse
Hoy Kit Mak, JP Morgan analyst report on WCT was dated 22 Nov 2012. Share price then was about 2.35. Today is 1.65! His report call was overweight on WCT.
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2016-09-18 08:10 | Report Abuse
Since he is less than 5%, there is no announcements on his selling. Question now is whether he has already sold out ?1
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2016-09-18 07:53 | Report Abuse
Same JP Morgan analyst that call for selling of AirAsia. WCT is way down now since his call to overweight it. Report in Nov 2012.
https://www.yumpu.com/en/document/view/10551136/wct-berhad-morganmarkets-jp-morgan
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2016-09-12 20:25 | Report Abuse
It is good that you pointed out! I am not sure as well. I guess is worth checking this out!
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2016-09-12 20:13 | Report Abuse
This news appeared in Nanyang on Sep 11, Sunday!
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2016-09-12 20:09 | Report Abuse
(KUALA LUMPUR Bernama) - AirAsia Group chief executive officer Tan Sri Tony Fernandes confirmed AirAsia (AIRASIA, 5099, Board of Trade and service shares) of its aircraft leasing arm of Air Asia Capital (Asia Aviation Capital, AAC) It has received a takeover offer recommendations.Tony accepts "The Edge" interview that does not rule out the possibility of AirAsia equity capital will be fully divested."I can confirm we have received a takeover offer recommendations."AirAsia AirAsia capital to divest news lately often occupy the news pages, and even those who have an estimated valuation AirAsia capital up to 40 billion ringgit."It also validated my long-standing argument that own aircraft will be better than just leased aircraft. We have these assets, but the stock market has never given any praise, and now we begin to see the value created in the past."Tony said, this is a good strategy."Obviously, all about AirAsia capital rumors and reports, which have proved of value. Finally, the Board also agreed that it can be cashed."However, he declined to say how the use of disposal income. He jokingly said that AirAsia may use the sum to acquire another airline earnings.AirAsia's capital has 55 A320 aircraft, most of which are leased to AirAsia aircraft, and another two are leased to third parties.As early as May this year, AirAsia had announced receipt of a potential buyer of the Offer to $ 1 billion, or about 41 billion ringgit, the acquisition of capital AirAsia
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2016-09-12 19:25 | Report Abuse
（吉隆坡10日讯）亚洲航空集团总执行长丹斯里东尼费南德斯确认，亚洲航空（AIRASIA，5099，主板贸服股）旗下的飞机租赁臂膀亚洲航空资本（Asia Aviation Capital，AAC），已接到收购献议。
东尼接受《The Edge》访问时表示，不排除会全面脱售亚洲航空资本股权的可能性。
“我可以确定，我们已接到收购献议。”
亚航要脱售亚洲航空资本的新闻近来常常占据新闻版面，有者甚至估计亚洲航空资本的估价可达40亿令吉。
“这也验证了我长期的论证，即自己拥有飞机会比只是租借飞机更好。我们拥有这些资产，但股市从来没有给予任何称许，如今，我们开始看见以往所创造的价值。”
东尼说，这是个好的策略。
“显然，所有关于亚洲航空资本的传言与报道，都证明了其中的价值。最后，董事部也同意可以将其兑现。”
不过，他拒绝透露会如何利用脱售收益。他打趣地说，亚航可能会用该笔收益去收购另一家航空公司。
亚洲航空资本旗下有55架A320飞机，其中大部分的飞机都是租赁给亚航，另有两架是租给第三方。
早在今年5月，亚航就已宣布，接获一项潜在买家的献议，以10亿美元或约41亿令吉，收购亚洲航空资本
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Stock: [CAPITALA]: CAPITAL A BERHAD
2019-04-09 16:09 | Report Abuse
Salman....the number is my estimation....you go to Q4,2018 report to see the remaining borrowings and cash holding at end 2018....then you go to the latest circular to read on "the utilization of proceeds" on the Merah 25 aircrafts disposal....you can easily work out the net cash per share....