Value Investor Coo1eo

amits108 | Joined since 2013-06-21

Investing Experience Advanced
Risk Profile Moderate

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User Comments
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2020-06-10 12:26 | Report Abuse

better than AXREIT? how is that?

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2020-06-04 10:26 | Report Abuse

This will be pushed up to RM9.9...government wants to instill confidence...all told to push the market up to all time high

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2020-06-04 10:21 | Report Abuse

@andr - explain best REIT in the market.....2 properties already going towards foreclosure. long term e-commerce will out all the petty traders out of business.
look at logictics la...retail mall rents are going down down down

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2020-05-15 12:39 | Report Abuse

KIP mgmt is different...

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2020-02-27 08:57 | Report Abuse

Yes, I expect the price to drop to RM0.48

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2020-01-30 08:51 | Report Abuse

TP is RM1.30...value buy at RM1

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2020-01-21 12:13 | Report Abuse

Money in the bank..CNY Angpow :)

News & Blogs
News & Blogs

2020-01-03 10:34 | Report Abuse

would be good if you also factored in 2019 numbers..

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2020-01-03 08:34 | Report Abuse

sources : by end of this month, will be pushed to RM2

News & Blogs

2019-12-30 09:39 | Report Abuse

very well written and feels good to read something so fulfilling here after so long.
kudos SSLEE

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2019-12-20 14:05 | Report Abuse

Victor...you wasting your time...this company going no-where.

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2019-09-03 03:25 | Report Abuse

no profit from operations....kanina sell land. should called themselves Bastard Land Broker Bhd instead of Boustead Plantation Bhd

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2019-07-16 12:55 | Report Abuse

July 26 RM 2.9...open RM2

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2019-07-13 15:00 | Report Abuse

The next few quarterly earnings will be mute.Just be prepared to consolidation to as low as RM1.3-1.4 after XD.

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2019-07-11 10:03 | Report Abuse

Nutriplus "kampung" eggs is bluff

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2019-07-10 15:25 | Report Abuse

Why I say RM1.3.....because AA is in a very volatile business (airline) and is ambitiously trying to disrupt with the AA3.0 plan which could either be very successful, or fail.
So with so many variables and uncertainties...this is not for the "weak hearted"

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2019-07-10 15:21 | Report Abuse

I believe that if you can accept RM1.3 after SD, then you are prepared for long term investing with AA.
And then and only then should you be in this. All the other short term punters and goreng kakis will not make such here.

News & Blogs

2019-07-03 10:18 | Report Abuse

they want to buy

News & Blogs

2019-06-23 14:00 | Report Abuse

Check soem typo. Also where is the point of the impending social dividend declared. 90sen???

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2019-06-20 13:18 | Report Abuse

Ex dividend already?

News & Blogs

2019-06-19 12:12 | Report Abuse

Pharmaniaga MD is full of excuses. As a shareholder just look at their Annual Report. How many milions spent on that?
I have 14 odd shares also get posted hard copy annual report full color 300 pages and more than 30 pages MD and her staff modelling in full color pics. how to be profitable???

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2019-06-18 11:08 | Report Abuse

heading to RM2.64 (price before Sp Dividend announced)

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2019-06-15 14:12 | Report Abuse

Dear Retail traders/punters,
AA going to be around for RM2-2.25 cum dividend. Then ex-div will normalize around RM0.80-RM1 in the short term. Do not say I didn't warn.

Investors(long term) with 5 yrs or more view can sleep peacefully.

News & Blogs

2019-06-14 12:03 | Report Abuse

talk cock this guy....does not understand the business and trying to justify his existence.

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2019-06-13 11:19 | Report Abuse

Going back to RM2.6 for now. No power

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2019-06-10 20:58 | Report Abuse

Funds are not willing to pay too high a price. Should be RM3. 4

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2019-06-09 23:50 | Report Abuse

Syndicate tomrrow

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2019-06-08 21:57 | Report Abuse

अंग्रेजी में बात कर मादर चोट

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2019-06-08 17:32 | Report Abuse

Hahaha... Surely sense emotionally charged some messages. You do not need to clarify. I sense the agitation from 80 den I put out la... So Not sure why you say "we"... Suddenly seems like it's all of you vs me. Relax la. I also am a small timer trying to make sense of this.. Lol!

Difference is that I am being sceptical and put my view of AA3.0 and TF's ambition to disrupt. At this juncture to put RM1B in his pocket....maybe he has plans.

13 is just a number I use. Am no analyst or authority. So not going to defend that number. Why 13 and not 15 or 20...i cannot answer you. Take it whichever way u like.
Also I didnt consider Phil IPO in my "analysis"
FYI my Best case EPS =RM0.2x13=RM2.60

Happy trading.

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2019-06-08 16:28 | Report Abuse

@secrecy good decision to be that frog. Am sure would do well.

While I also will enter AA given the 3.0 dream..
I choose to be considering all the factors and be very sceptical when I invest so I am fully prepared (mentally) when things do not go as planned. I call this taking care of the downside.

End of the day. We are retail investor with limited bullets. So, little bit of caution is not a bad idea, dont u think so?

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2019-06-08 16:05 | Report Abuse

@elbrutus Why u ask me next step? U make that choice.

As for me I already said..i will wet My feet and enjoy the feeling .. Not jump in the pond completely la.

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2019-06-08 15:59 | Report Abuse

Wow! did not expect such a huge backlash and emotionally charged messages at my RM0.80 comment....take it easy guys, everyone is entitled to their view of how AA3.0 is going to pan out amid the current e-commerce and aviation landscape.
RM0.80 is my most PESSIMISTIC view (worst case) of how i see the price trading a year from now and I am asking myself if I am ok with that or not when i am looking to get in now...or "stay away"
How I get RM0.80.....I am using the worst case forward looking PEx of 13 FY19/20

Yes, track record and past achievements have a lot going for AirAisa as a leader in low cost esp in ASEAN region. Growing from 2 planes to 100s in a market where you are competing with national carriers like MAS and redefining air travel in this region then taking inspiration from Ryan Air is one thing and AA did very well.
But let's look beyond "now everyone can fly" in ASEAN.
Let's look at AAX. Let's look at Air Asia India. Here AA did not do so well...yet. AA has not been able to understand those markets. There was also AirAsiaGo in the past...and did work well.
And amid this, TF wants to go change his successful tag line to "Now everyone can travel" by taking on Grab, Expedia, Booking.com etc...
I maybe a little conservative, but when a company moves away from its core competence and want to do everything else....like enter Fintech, Logistics, OTA, e-commerce.....i have some reservations.
Dealing with a lot of "data" and trying to decode the consumer behavior....
Not saying AA 3.0 will not be successful...but there are just too many variables. Yes, Amazon did it....but many companies who moved away from their core and they to put their hands into too many things had also failed miserably....sure AA wants to be the Amazon of travel. As a Malaysian I would be so proud if AA is successful but it may take time to disrupt this space and make money. Amazon is not making money but they get such valuations....because that's Wall Street. But in Bursa do we get such valuations if you lost money?
So yes, an AA investor have to be for the long haul...and watch every move of TF. Because hiring a bunch of very expensive and good looking Ivy League executives, tweeting when having drinks, glamorizing selling assets to pay yourself RM 1 Billion and having analyst give you a buy call is not enough.
I agree...AA3.0 is a wonderful and clever PLAN. Now it's about EXECUTION...and the competitive landscape today is not like MAS in the 2000s...it's a different game all together. This space is very disruptive and unpredictable. I can akin to Laser Disc and DVD in the past....we dont know which way it will go.
If I was TF and am in for the long haul, I would not payout all the monies from the sales of planes. I would not suck my cash dry. Will keep some la.
To grow e-commerce and ancillary business and brands will need the cash...lots of it.
I read an article that to enable ROKKI (wifi) in 1 plane it cost USD 1M...and ROKKI CEO wants to enable all the AA Malaysia planes with ROKKI.
All that said....I am "cautiously excited" to see AA's dreams and plan. May decide to "wet my feet" and see what happens.
So using PEx 13...worst case RM0.80 ....base case RM1.60 and best case RM2.6?
Happy Trading

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2019-06-08 11:03 | Report Abuse

Post SD AA share will likely be trading around RM0.80 because of the headwindslike oil price and intense competition on OTA model.

Earnings this year sure going to be bad. Post dividend, company will have no cash.
So if you are OK to hold at such price then go for it. Else stay away.

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2019-04-18 13:06 | Report Abuse

hope this low ball price will help to reduce the DRP price calculation which is due anytime now :)

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2019-04-15 19:47 | Report Abuse

Go to hell company.

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2019-04-14 12:37 | Report Abuse

Top glove to acquire

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2019-04-14 12:31 | Report Abuse

Useless piece of shit company. Did anyone see the annual report....so much money wasted to send thick paper report to all share holders. First 40pages full color with useless management posing like Bollywood ....no profit but smile like idiots. Claim to save $5M but
Spend more than $4M on CSR.
Debt laden. Badl financial mgmt. useless shit. My target price is RM1.2

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2019-04-09 13:24 | Report Abuse

i wonder why traders are even here....."can in now?" ...if u want to in and out, go and find another hole....knn

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2019-04-04 21:14 | Report Abuse

This share I have been vested since 2002....if u look at your returns over such a long terms also u will hai....nya mah...knn ccb. All the way to Holland.

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2019-03-05 17:17 | Report Abuse

@Yapyapty....that's great!! but please be more clear on why 0.72 and not 0.68?