just to side track. there are conmen and con ladies. some masquerading as direct sales ( pyramid scheme ), get rich scam. just be careful there are alot of wolfs ( wolvewrine) in sheep skin

a season banker means a bureaucratic. a banker with due respect is a person who seldom take risk

if everybody is levelheaded no body will go to casino or trade in shares. some like it hot, some like it medium, some like it half done. this is the real world. colledge never teach you to stab people in the back or take credit from others. you learn it (once you start working) Oh ! missed out never be a hero why ? i dont have to tell you

My pick on new BNM govenor is Wahid ( Ex Maybank and Minister )

AAX has hedged 100% of their fuel cost ? this is something not right with their report (Public Invest) Even AA only hedge 60% of the fuel cost " jet fuel"

the average jet fuel price at USD 54 is reasonable but but what happens if price drops. it cut's both way. Aviation side normally hedge between spot + 6 months forward pricing.

believed some on margin

ringgits drop back to 4.00 against USD . Good for physical CPO but not necessary benefit plantation or export counters. FF may be tempted to cash out or trim their position. Previously ringgit traded > 4.4 in mid January

today down. combination of factors. ringgit weakens against USD. IMDB (IPIC) defaults. US market down. BNM new govenor ? FF selling. Hopefully things will stablise by end of the week

agreed. Government is the guarantor on 1MDB debts

US down but locally 1MDB (IPIC) defaults on the bond payment triggers their own IMDB (5 Billion) and bandar Malaysia (2.4 Billion). 1MDB call it limited default ???

DAP (LGE) must accept they need to play second fiddle. PH with all the bickering forget about the opposition gaining grounds. They will be lucky to hold on to their present state seats

low liquidity means locking up your funds. valuations may change

coming EGM needs shareholders approval. If AA price is high share-holders may object to TF and KM plans. This is my personal view

with the lopsided seats favouring the rural against the urban. your vote is not counted as "1 man 1 vote basis." Out of 82 Sarawak state seats. app. 62 are consider rural or semi rural seats. the urban opposition is not a threat to the ruling PPB

iwh is an interesting case. Lim has strong connections with China Railway and BN. the HSR lobbying is ongoing. Lim needs to address the funding issue and also the Bandar Malaysia ( world's biggest underground shopping mall )

Quek is a shrewd investor. He need hard evidence before sinking in his own money ( not HL Bank ) for the funding. BN at this poit of time is agreeable to most proposal except putting up money. Lim is testing his ground and working behind the scene. Different working options (nothing is finalised )
Just my own interpretation

agreed . maintain this space for AA

the British pound is under pressure from all fronts. Until after the British voted " stay or quit " the anxiety is there. People do not like fiscal or economic uncertainites.

The British economics is not what it used to be. the British to be honest has lost their edge in most manufacturing and technology. They are still good at the education level. without overseas fundings Great Britain is just Britain nothing Great. Scotland is planning to secede from the union. things are not too rosy at his point of time

this are block trades (thru central buyers and dealers etc)

push the index to >1900 . everybody happy , everybody makes money. BN gets the vots. cheers

just to relax. cha cha dance step. 1 step back 2 step forward

without prejudice. businessmen flys MAS but ordinary bloke like me always AA. foreign tourist also likes AA.

just for laugh. what type of pussycat Mr Golden

no counter will move horizontal. they need to digest first climbing higher. this is my personal view. cheers to everybody whom i believed bot AAX & AAX -WA )

not shake off. but i prefer to use the work lock in profit first . 38 is a good price. AAX is a good counter compared to others

Felda settlers are sitting right on top 45-50 Parliament seats and maybe 70-85 state seats. this are the fixed deposit seats fir BN (Najib). if PNB outright take over FGV and felda Koperasi . settlers no longer indebted to the present day government.

Politically more viable for the government of the day to dish out so called goodies and subsidies to the settlers and make them indebted) this is my view why after 55 years after independence. the settlers are still segregrated into settlers , Koperasi, Felda, Risda, Yayasan etc.

I am not a politician but i believed vested political interest have a bearing on the listing of Felda into FGV

just for laugh. ah long also Q for AAX

it's never too late to buy. any time is a good time to buy ( if's a long term and not contra play )

good write up on AAX

the financial power of the western countries has dwindled. their presence is still there but less impact with rise of China and India. A clear case is the collaspe of Lehman, Baring and other old investment banks. Even the old British icon Standard Chartered , HSBC , WestPac has lost their presence in the Asian countries where they once hold the monopoly. THis is what we called shift in balance of power ( where once the mighty British and Americians are beginning to feel they are playing second fiddle ). The World Bank and IMF is going to be rival by CHina led AIIB. This is just my personal view ( nothing for or against anybody )

good read on AA quarter result and their subsidiaries ( IAA, PAA and TAA )

this is bad for corporate malaysia how an individual can mastermind the scheme

it's a lonely at the top. sigh! to become a super & successful full time player

alot of players will be switching between AA to AAX after the recent jump in AA . this is my personal view

Under ASEAN open skies policy. LCC ( AA, AAX and Lion ) will be the main beneficiaries. National airlines ( MAS) will be put in a peculiar spot and disadvantage in the competition. low volume & less routes. However, ASEAN open air policies still need time to be fully integrated as a single block.

under ASEAN open skies policy. LCC airlines ( AA, AAX and Lion Air ) will be the main beneficiaries. National airlines ( MAS, PAL ) will be put in a peculiar spot & disadvantage in competiting ) less routes & less volumes. However, ASEAN open skies policy still need to be fully integrated.

interesting good read on AAX. Main focus -savings on US Borrowing and lower fuel cost ( Y-o-Y ). Main driver will higher sales revenue

always trade within your means. never trade more than what you can chew on. this my honest advice . never never think of borrowing to make a fast buck.

i missed the show when i sold AA too early after the price hit > 1.92 we cannot be 100% accurate. do what you feel is comfortable . happy trading

TP is their price call. previously everbody is down right negative on AA and AAX. Now this group of investment banks have turned positive after the sterling run by AA. just look at their TP as reading materials. not all bankers are good in their call. you hit some you missed some. my favourite quote they are just" cari makan "

AAX has been underperforming despite the sterling run by AA. Hopefully, this round focus will be on AAX.

Everybody is entitled to his or her opinion (at this sort of open forum ). what's important we make money. whether you make more or less at the end of the day (you are not sharing the money with anybody. ) AA is a good theme play. Cheers to all those who share thier ideas

GMT are smart money. they tell you want thing and at the back do differently. what you see may not be the whole story

you dont have to buy 8-10 counters. spot 2-3 undervalued stocks and hit it hard. and hope forecast is correct.

at last AA touch target price 2.00

most plantations have forecast this year pricing between RM 2,600- RM 3,000 subject to market conditions ( barring unforseen circumstances ) El Nino is hitting & curbing the yield in Indonesia and Malaysia.

Price wise this is far better than last year average price RM 2,100 ( + 20% - 25% ) on comparison. The beetle mentioned is a pest very common in Coconut and dates palm.

Hopefully, this bettle will refrain from oil palm trees. If they switch from coconut to oil palm. the consequences is going to hit all the small holders hard . Planters have agronomist and chemicals to curb the spread but not the smallholders.


Small Co's listed on the Plantations have beenignorned by funds for the past 2 years ( due to low CPO pricing ) Hopefully , their perception will change and go for smaller companies instead of big cap. this is my personal view

this is the risk for online trades. learn from mistake

against all odds. Air Asia & AAX is now recognised as a iconic brand throughout the world.

Most big caps too rich in valuations. can afford only those below RM 1 mark. Most plantation counters not actively traded. prepare to hold for short/long term (unlike other speculative contra plays ) to reap the CPO theme . this is my personal view

DCA moves are dragging down all airlines related stock. Patient wait for Transport Ministry announcement. DCA under Transport ( liow )

keep our finger crossed. AA and AAX ( Tony ) is no push over