split price based on the 1:1 ( less 1.5 dividend ) and the free warrants nominal value ( 3 : 10 ) after the split.

the 5/20 rule is crippling not AA (alone ) but all the other airlines

Logically TF and KM will not take AAX private. What TF might do? he will built up & increase AAX profitability. Last 2 qtrs turn around is already bearing fruits. coming qtr might also have more upsides. Afterall TF and KM are the biggest benefactors (if AAX prices rebounded ) and close like what he did for AA

AA is a growing airline with well run operations and capable management. AA and AAX is growing regionally maybe 4 -5 years . It can match the S&P 100 biggest listed stocks interms of revenue and profitability

i beg to differ from YYK assessment on BN ( Ah JibGor ) . Ah Jib Gor has backing from the armed forces and PDRM. the key securities ( Home and defense ) is all with him.

setting aside the PSD employed the most number of ( > 2 Million ) public servants (which in my view )mostly are contented with the way BN is running the country.

rural areas ( Sabah, Sarawak, DFelda, Felra, Risda ) are all playing the part as loyal servants. Judiciary and administrative (for a start ) are totally submissive to the PMO. How can they (Opposition ) rally and brought about any changes.

Last but not the least. the state of opposition parties are all in tatters (fighting one and another ) we are not talking between PAS Vs PAN or PKR ( Rafizi against Azmin). DAP equally has its internal bickering. Dr M parties basically consist of ExUMNO people. people are more worried about the economy and putting food on the table. This is my personal take ondead man walking article

the bottom line is fuel oil has fallen from > USD 100 per barrel to below < USD 50 per barrel ( FH 2016 ) Prices are forcast to trade between USD 40 - 50 price range.

Fuel cost accounted for 40% - 50 % of airline operating cost (with US Dollar holding at between MYR 4 - 4.20 ). Air traffic is tending higher with China and India ( the most avid travellers )

Cost of planes ( Airbus) in absolute USD dollar has been trending lower. Euro hit by Brexit and EU woes. Company is willing to lock in orders at big discount over the next 3- 5 years.

Price of a new Airbus ( from USD 125 Million per plane ) has dropped to USD 95 Million per plane. Everything from cost to reveneue is conducive for Airlines ( this is most applicable to LCC airlines not full fledged airlines)

Good Q ???

vivocom is syariah approved counter

INSAS play like durian season once or twice yearly

3W: 10 share after the share split

coming qtr result is good. just sit tight $$$ coming

the easiest way is to cut interest rate and hope high street will lead the way

chart wise is trending up but volume is lacking. wait and see how afternoon shape up

TF vision of air connectivity has no peers. he has forseen the rise of the burgeoning middle class desire to travel. AA/AAX has establised presence in Thailand, Indonesia and India. The last jig saw is China and the US (North America market )

Nice, France holiday mayhem. Tourists will opt for Asian destination. Not to take advantage tragedy at France. but people will generally avoid France or US and pick ASia as their choice. My deepest sympathy to those innocent people killed

all this IB analyst " cari makan ". Looking at TF he has big plans. something cooking

Looking at TF ( AA / AAX ) he has big plans. something cooking ?

AAX China proposal???

TF has built up AA from scratch. look at MAS or whatever names with app >50 Billion pump in over the last 15 years. Call it bail out , re-branding, assets leasings or whatever resturucturing. the bottom line is tax payers money used to finance and bail out MAS.

without taking any credit from TF and KM . they compete and built the AA brand on their own. True blue businessmen will be passionate over their business. Let TF do his job and promote AA. without AA do you think everybody can fly.


i am not working for AA or AAX but i believed TF and his partners are ready to take AA to a higher level (if he is given support by the government ). GLI-c they need to come down from their ivory tower and be real. GLI-c ( maybe with the exception of KWSP ) most of them mediocre run.

CEO come and go in the GLi-c. without taking any responsibilities. clear example is the ongoing saga 1MDB

i like your wordings. sitting down on the floor peeling onions. Vincent Tan ( according to his old interviews ) before he acquire the M'donald rights franchise. He say - he did scrub the floors and clean tables. How true ! i wont know

Vincent Tan is the driving force behind BC. whether you like him or dislike him ( the way he shuffed his assets play ). credit must be given to his business skills. he hit some and he lose some (at the shareholder expense ) out of 5 business plays . as long as 1 hit the gold mine ( he feels overall he hits home ) maybe now his son Robin helming BC has other ideas ???

Jul 27 same as payment date ( need to cross check with your CDS Account )

come across this article. stocks and FCPo are different ball game. in commodities there is no bottom ( if market is bearish ) whatever charts will no do you anything good. sentiment and speculative selling ( momentum) will overwhelm the do call support level. stock prices have thier own intrinsic value or support. this is my personal take on the above subject. chart is good when the market is range bound not in times of uncertainties or bluish undertone. stock picking also relies on timing and market news.

AWC is the new pin up for mainteance government facilities & buildings structure. thier (AWC) underground sewage job in Singapore is a good reference

this is something very subjective ??? looking at Baring bros , lehman Bros or Citibank shares. be a contratrian you will be clean up 2 out of 3 times (except for Citibank provided you have deep pockets like Temasek or Buffett). there is another rule never catch a falling knife . this is my personal take on the subject. happy trading and have a nice raya break

1/2 day trading . dont expect much activitiy

this is a good write up on tune but this counter has disappointed many due to its lack lustre dis[play. solid fundamentals but need something to kick start the price. maybe mergers or tie up to make it into a big brand name.

for clarity needs to look at their next qtr result. cash flow /inventories/production against cost of sales.

1.5 sen per share

Dali posting was last year before Bornoil rights split.

the Brexit fall out has push spot gold prices higher. what we have here is mining rights and the amount of gold recover must be sufficient to offset your mining costs ( same as tin mines ).ths is something you need to know and aware how their cost of production is factor in. the accounting treatment may be different from plantation (biological assets )

gold mining is under the State jurusdiction. They don't owned the land but have mining permit issue by the State ( just like bauxite ). Gold mining is quite hazardous. Pahang ( Raub area ) is supposed rich in deposit. the amount of gold recover is subject to Mining rights & payment of cess etc tax to the State coffers )

alot of funds window dressing. mid year closing (index link stocks eg. blue chips and mid caps )

same as proton perdana. rebadged old Honda model but claim fine tune by Proton

based on AWC chart the next resistance at 85

correction asdf. even dogs has pride

he was promoting and hardsell on CPO stocks. CPO prices going higher and higher ( just 1 month back )

pick up whatever AWC prior to the vote (June 23) Thursday afternoon was bad ( when leave was on the roll ) Friday ( No panic ) . Mon -Wed ( T3 ) at least now AWC started to climb back prior to Brexit vote

the drop in the value of the British pound has hurt those countries holding the pounds as their country reserve. China's yuan has officially included in the IMF SDR ( Special drawing rights ) . Possibilities other countries may diversify part of the currencies reserve into China's yuan. the Yuan may strenghten in the coming monhs. China monetary reserve has always remains a mystery ??? they are the biggest holder of USD etc

yes. agreed with investor

Brexit effects. punters & players cautious stand

Brexit effects. everybody cautious

food for thought. PBOC ( China) provide stand by credit today 170 Billion Yuan today. BOE (England) prepare for contigency 250 Billion Pound contigency . global Central Banks flooding the market with cheap funds

it's sentiment across the globe. people fear uncertainities

4.09 to a dollar with Leave vote (51% ) v 49% Stay

now 4.07 to a dollar

China avaition pushing out their own boeing engines. This is something interesting coming fom China to challenge the dominant position of the West

TF fighting for his banding rights . KLIA2 depends 95%-98% on AA group. AA has set up their HQ at Jakatra, associates co's at Thailand, Vietnam, India and CHina. He is no push over compared to the moribound ( MAS ) without any flight direction

AWC awarded mainteance contract 5-10year with state and federal government . same as toll roads agreement. slow but solid revenue. comcorp is different kettle ( boiling hot and cold )

what TF says make business sense. MAHB officials are sitting on their ivory tower they dont know how tough is doing business ( cause whether MAHB perform or not they still get the perks )