FF looks things at a different angle. if we invest AA at MYR2.30 or USD 55.825 cents ( 4.12 to a dollar ) 6 months down the road. Ringgit strenghten back to 3.90 to a dollar. AA trading at 2.80 or 71.795 cents .

FF makes a killing on capital gain and currency. This is just an assumption that the USD will weaken back to a more realist level after the November Presidential elections. Whether Trump or Clinton wins ( yet to be seen ) cheers

meru land value has increased. based on their balanced sheet numbers. revaluations of their existing factory land is possible. located near a community colledge ( commercial upgrade from industrial zoning). room for
more upside with the shares split and free warrants

quite true AA and AAX has built their branding. everybody can flys tag. Chinese tourist , Thais, Indonesians and Indians now plan their holidays thru budget airlines. Gen X & Y ( big markets for leisure holiday ) AA and AAx is an icon whether we like it or not ( outpace even SIA )

if you put in 1 billion into the company. you must know something you and me are now aware. sometimes businessmen look at things differently. they look at the business 1 year from now how things will work out. they dont look at the share price. what's important is the business .

from the words ( KM) look like they apportion some of the profits in this qtr into the next qtr . this in accounting term stagger the impact and even out any fluctuations

this counter needs some IB promotions. sitting at value rich land valuations at meru, klang ( next to community colledge) long time never revalue. NTA > 3.00

Volume just play up (out of the blue ) something is cooking. could be their piece of land at Meru. next to community colledge centre or land revaluation

Yes. just hold AA afterall entrance price is low.

market sentiment down. AAx also down . just hold and wait for better days. afterall 1 day down next day up is common. borrow the slang 1-2 cha cha. (technical chart ) ha- ha- have a good day

smart money bets on business turnaround plan and not on short term (contra ) play. imagine if the people have the patient to hold AA at 1.40 till now. lauging all the way to the bank.

forcasting the winner(s) is tough. you need a magic crystal ball (to predict the future ). What we do is to try to spot & pick winners based on the prevailing market sentiment. Telling us the biggest winners or losers ??? i want to know what's the next big counter (coming ) moving. cheers

Yes. contra play T+3 or 4 is a factor.

good write up on AAX. Turnaround plan with Thai AAx hitching a ride China/Thailand routes. AAX -Australia traffic should be better. only hiccup is with Indonesia AAx. smart money(funds) going for midterm positive plays on all sectors

Bonus share also credited into CDS account

approved by Bursa share split and free warrant . announcement yesterday

keep our finger cross. Mr BB coming in for AAx

the change of Tune CEO ( Cho Namjick) has somewhat affected the share price. Cho Namjick new replacement is far more important ( this is what i feel ) CEO come and go but the business model must be strong and viable. Tune insurance is a solid business. 5 cents dividend is reasonable compared to other > 1 dolar counter

not overbought but people sell on news (buy on rumors etc.)

turnaround story with 100% jet fuel hedge at USD 54 per barrel ( 2016). Expect more upside

2qtr result within expectations but people sell on news ( normal ). price wise down but hopefully will stablise in the next hour or so.

Lulu La tks for the AAX and AA hedging (Jet fuel )ratio

mango 2. agreed on your reasoning but i beg to differ on one point. Singaporeans think (think ) they are the best and brightest. If you look at Temasek how they screw big (lost big) on Citibank and other US investments. Its shows you need to be street smart and NOT rely on what your phd professor taught you.

Steve (Apple) drop out of colledge, Jack Ma was turned down by KFC (US ) , Microsoft ( Bill Gates & Paul allen ) all drop out U, Facebook (Mark Zukerberg ) believed Uni cannot teach them anything practical. They have good people but they also have Morons like us . Ha -ha

All airlines hedge their jet fuel. The percentage ? subject how they look at the market. going up or lower. irrespective of up and down . most airlines have long term supliers for their jet fuel. they dont buy on spot basis. typically they hedge 3 months forward , more aggresive 6 months rolloing contracts

today 4.12 against the dollar but remember the lAST ROUND 4.42 (dec last year ) more people will travel to visit Asian countries . US, EC, UK and Sinaporeans all said cheap cheap. Bad for consumer but good for tourist related spots.

what ever happen. we should be happy everybody is making money ( does not matter make more or less ) everybody has their own limitation. we should stop laughing at people misery when the price is trading lower. constructive opinion is different from making side remarks sneering at people misfortune. cheers to a new day

T+3 (4) last week contra trades to clear by this morning (before 12). Hopefully, we can see prices inching higher

sitting tight and wait for result. afterall i am not a contra player. can hold for long term . low entrance price .

no popcorns just coffee for me in the morning

some view are too negative. i beg to differ that the price will collapse after the result is out. All consensus points to a straight reversal from negative to positive cash flow arising from lower fuel costs, currency gains, better utilisation, increased long haul flights, last but not the least . AA arrangement with AAx on their lease back and the training flight centre. It's a long haul for AAx to return back to 80 - 90 ( after rights pricing ). Nothing is impossible. just keep my fingers cross

increased utilisation and e-visa for China visitors is good & beneficial for AA and AAx group

JF Research too conservative in their approach. think out of the box. increase passenger under AA group means more passenger flight cover under tune. AA groups passenger traffic has increased Y-o-Y 20 %. They need to factor in the additional growth

quick turnaround go for C31 and not mother

Tun Diam sold Alliance bank stalk. plenty of bullets. RPB is just a preview of what Tun Diam ideas. Possibilities of loking at other related businessess ( eg. insurance or airlines etc ) just a calculated guess. He is not contented with RPB ( tours, resort and property )

CEO is the perosn appointed to run the business. direction 0f the company normally set by the Board. MAS is a good example. policies are set by the Company Board. CEO carries out the job

AA leased AAx planes ( that will help AAx bottom lines ) need to look at coming qtr result

average price target > 1.80 ( before Xd )

moving to China is only for businessmen. whether we like it or not majority of people( me or you ) will still stuck in our working place. For good or bad we need to make the best use of the sircumstances. KYY is different. He got money and luxury of choosing where to live, stay or play

US rate hike talk has and is still going for the past 2 years. The rate is now less significant as most people has accepted US cannot have negative rates forever. The zero rate started after the US subprime crisis

a good article on AA group from Macquarie Research

trending up momentum

just for fun . AAX and AA already sponsor our holiday tickets (FOC) depends at what level you bot AAX and AA. Cheers

we make $$$ people are jealous. just keep our fingers cross and wait fot the result

good write up & analysis

TF and Kamal know the figs ( put their money in AA )

4.4 or 4.0 life still goes on. we still eat, play and travel. those people with the means still goes for their holiday break. Overeseas visiotor will fly in for their vacation. Malaysia cheap cheap. only salaried workers will bear the brunt of higher costs

nobody likes to lose money. Many traders claim to have the magical formula (fool proof) method in stock picking, commodities play, currencies or index trading using myrial methods.

Technical, fundamental, charts, computer program you name it they have it in the markets. No method is 100% assured whether you look at the charts, candle stick, reports, volume, MACD or Bank recommendation.

Long term, short term, intra day, contra or whatever be it margin or hedge trading. the result you win some and you lose some. the only way out is minimize your losses and let your profit runs.

saying is easy. Looks at Baring bros, Lehman , Citigroup, ING, Temasek holding. they have the deep pockets, means , technology, brains yet they incur hugh losses during times of uncertainties.

which tell us investment risk is always high if play big. always tell people play within your means. without offening anyone please avoid selling your house or sell whatever things you have in mind and punt BIG. Happy trading

this reminds me of Rawang in the 70-80 where people was gung go on the development. Kepong was then frown upon as ulu or cowboy area. Look at the connectively before you invest. Whether for your own stay or investment (rental income)avoid those that are too far apart from the urban centres.we still need to work and travel daily from house to office. majority of young people will be renting (too expensive) for them to buy unless they get their help from Mama or Papa. location, location, location is the mantra

in business we talk about the future earnings and the business plan. if the plans are fundamentaly sound and cash positive from its operations then whatever business is in should able to survive the ups and down . look at JAL or Delta both came from zero to hero. just do your home work. forget about the accounting jargon or bankers forecast. Ride the trend and keep your finger cross. you are sitting on a gold mine and not a time bomb.happy trading

VA (8 LCC airlines ) is something big . but can it works ? Singapore is positioning as the hub centre for LCC . But we all know AA is number 1 LCC in this part of the world. Singapore is trying to crawl back some of its lost traffic and connectively ( this is strictily my personal view )

between Sri Petaling and Sg Besi ( Salak South/Kuchai ) i believed growth potential and linkages for the latter ( i.e. Sg Besi area ) is better. Sri Petaling growth is fairly prize in whereas Sg Besi ( Salak South ) is the last available freehold land near the city. The close proximity between Bandar Malaysia and the proposed LRT station will benefit the economic development of that area. Last but not the least, Leafz Condo, Midfields, Central Residence, Aquaria, Maju lands are the upcoming developmentys in around Sg Besi area. This is my personal view