Jeffreyteck

Jeffreyteck | Joined since 2016-11-26

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2020-02-04 08:57 | Report Abuse

May drag by pos despite proton is making a remarkable progress.

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2020-02-04 08:40 | Report Abuse

Est up, then down. US market to be more volatile, high valuation but economy is not impressive and president still want a lower rate.
As for this, only a reasonable div could support the price in ST. Outdoor theme park may only contribute towards end of the year, by then macro environment may have change.

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2020-02-03 21:31 | Report Abuse

Unexpectedly strong support today.

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2020-02-03 19:04 | Report Abuse

Market slipped to 9 years low since Jan 2011 but is still not attractive despite is cheaper than US market.

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2020-02-03 13:05 | Report Abuse

Positive: national funds unable to sell all. Financial statements still looks good.
Negative: non stop breeding of foreign funds but is silent on reasons behind despite cheaper than US market. Political instability? Est weakening MYR? Poor governance? Poor authority and disclosure standard? Potential rate cut? Virus impact and uncertainty.
Invest within own risk appetite.

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2020-02-03 11:39 | Report Abuse

When will the lost US CASINO be consolidated?

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2020-02-03 11:31 | Report Abuse

Est US market to drive the direction. Betting your luck.

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2020-02-03 08:26 | Report Abuse

18 as fundamentals remain unchanged.

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2020-02-03 08:25 | Report Abuse

Est no issues or will take ages to investigate and charge, and decision most likely in favour of those with.... by then is a new era. Started commenting when its price around 20, see no hope in near future unless major overhaul including cash call etc.

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2020-02-03 08:15 | Report Abuse

...The country’s largest tobacco company, whose share price had seen a sharp fall in recent weeks, said its stock performance was not reflective of the company’s strength and quality, but rather the failure to tackle the rising illegal cigarette trade.... just too bad you are in the boleh land for wrong purpose at least till now.

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2020-02-02 13:00 | Report Abuse

Vision 2020... today we know the reality. Anyway is always good to have sweet dreams. Now we have another vision, the shared prosperity, only then see rising income discrepancies, even among government agencies and statutory bodies, income discrepancy can be high due to opacity in remunerations instead of transparency. Anyway, is good to talk ...

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2020-02-02 08:43 | Report Abuse

Winter is not over yet as now is just entering Feb. Jan results est to be lower yoy as last Jan is simply too beautiful. Economy activities is set to be calm which certainly will press down prices. Why pay high?

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2020-02-02 07:13 | Report Abuse

Sound like perfect storm is brewing? Of course it is possible if virus is not contained.

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2020-02-01 21:40 | Report Abuse

...MACC investigating Airbus bribe claims against two AirAsia executives.... Percentage of successful cases? Withdrawing death sentence is more urgent than improving enforcement agencies efficiency and effectiveness, in particular, on those with power and money.

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2020-02-01 21:39 | Report Abuse

...MACC investigating Airbus bribe claims against two AirAsia executives.... Percentage of successful cases? Withdrawing death sentence is more urgent than improving enforcement agencies efficiency and effectiveness, in particular, on those with power and money.

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2020-02-01 17:07 | Report Abuse

Airbus allegedly bribed AirAsia, AirAsia X RM205m in sports team sponsorship to secure deals.... corporate governance structure is just for show ultimately is the positive leadership that count. Good luck.

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2020-02-01 17:07 | Report Abuse

Airbus allegedly bribed AirAsia, AirAsia X RM205m in sports team sponsorship to secure deals.... corporate governance structure is just for show ultimately is the positive leadership that count. Good luck.

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2020-02-01 15:26 | Report Abuse

Est down further following global market trend. After tax exemption period, profit after tax and EPS will drop too if business volume remains status quo. ST 0.75_1.05.

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2020-02-01 15:21 | Report Abuse

ST -ve as more $ is needed for changes to be made...the company is also pursuing higher yield from its existing network and coverage infrastructure, which needs digitalisation and automation to boost efficiency in order to take on more courier volume..... Unfortunately volume will decline under the current business environment and also share by more market players.

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2020-02-01 13:41 | Report Abuse

Lim family may fall out from top 10 richest man soon if the price continue to drop.

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2020-02-01 07:25 | Report Abuse

Good messaging on its results but investors are more clever now. Will consider if really touching $1.60 but may take some times.

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2020-02-01 07:23 | Report Abuse

Surprisingly did not drop much.

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2020-02-01 07:21 | Report Abuse

Everything is possible.

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2020-02-01 07:21 | Report Abuse

Is getting closer to TP5. Is a good opportunities to develop a healthy market for better disclosure standards, treatment of potential substantial one off impairment (cannot be out of sudden assets become totally bad), etc. Otherwise more traders than investors.

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2020-01-31 19:15 | Report Abuse

Even dividends such a simple matter also unable to decide promptly, what about the management and bod competencies and commitment? TP1.80 if US market remains at current level.

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2020-01-31 19:11 | Report Abuse

Finally falled below est range 26_31 with accelerated speed. To average down at 21.5.

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2020-01-31 19:07 | Report Abuse

Since overall market is down, est banks may take a more conservative approach by increasing provisions and declare less dividends. TP 75_85.

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2020-01-31 12:34 | Report Abuse

Those IBs analysts only call for sell now should be sacked first as the price has dropped substantially since listed.

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2020-01-31 07:09 | Report Abuse

If it is truly making profit and declare 1_1.5 sen dividend, both mother and warrant will surge at least in the short term.

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2020-01-31 07:04 | Report Abuse

Assuming 8 sen div, DY is around 3.5%, potential capital loss as like AirAsia amidst challenging environment. The only positive is without borrowings and abundant of cash.

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2020-01-30 19:42 | Report Abuse

Afraid its ability to meet liabilities needs. In need for cash call to improve cash flow. TP lower than 50% of NTA.

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2020-01-30 12:59 | Report Abuse

Interesting, some TP2, some 4. Est 2.80_3.50 supported by reasonable div 5_8%, unless virus spread further and US market crash. Q results est +/-15%.

MoF is still looking for $, no strong ground (unless durian runtuh) to let go easy income especially under the shared prosperity plan. Gov should first review its agency and statutory bodies remunerations as it may vary a lot among them due to opacity. Nonetheless, targeting on companies is easier approach for shared prosperity.

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2020-01-30 09:25 | Report Abuse

No go for LT. Need to sort out receivables and inventory. Promote higher standard of disclosure. Professional body and authority need to do their jobs to entice foreign funds with better disclosure.

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2020-01-30 08:27 | Report Abuse

After good news before results announcement, next is....

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2020-01-30 07:10 | Report Abuse

Just sue past auditors, bod and management since no action by relevant authorities.

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2020-01-29 20:48 | Report Abuse

...load factor, which is the number of passengers carried as a percentage of capacity, dipped slightly to 82% from 84% due to the increased capacity.

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2020-01-29 16:21 | Report Abuse

Looks bad, wrongly judged management and bod abilities? Range 26_31. If results is poorer yoy, may fall to 22.

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2020-01-29 10:49 | Report Abuse

TP below 18. Service level is getting bad. Customer service counter have to queue for very long till giving up whereas teller counters are relaxing, the beauty of segregation of duties which ignored customer service level. Interbank fund transfer charge $5 commission, most expensive encountered so far.

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2020-01-29 08:58 | Report Abuse

Best for trading only. LT remains negative. Coming results is another challenge.

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2020-01-28 19:48 | Report Abuse

@rizerlee, TQ for the info. If it is true, then it reflects authorities' competencies and laws deficiencies. Those day financial regulator mentioned merchants are not allowed to impose charges on customers using credit cards but is silent on this particular airline, as if it doesn't aware. Wonder.
Anyway, as for AAX, est to continue to deliver poor results, cash flow constrains etc. Is a miracle as the price is still quite sustainable at this level. Debt equity 29 times, nta 0.05, loans 6.2b. Cash call should be carried out immediately but instead, remains silent.

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2020-01-28 17:18 | Report Abuse

If US drops further, may test 5.00_ 5.20. Est Dec results +/-15%. Reasonable dividends is the only support factor in ST for 5.50_6.50. As for other projects, will demand for $$$.

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2020-01-28 11:41 | Report Abuse

Still strong support. Take time to go down further.

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2020-01-28 09:17 | Report Abuse

TP2.20 as dividends is likely to be low.

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2020-01-28 08:46 | Report Abuse

Interesting day.

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2020-01-28 08:45 | Report Abuse

TP below 10 as ST fundamentals = 0. Best for trading only. Potential cash call or private placement. May hit badly by virus impact.

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2020-01-27 11:59 | Report Abuse

PE85 and DY tell the truth of its valuation. Of course, possibility of goreng up without fundamental is also possible as like it happened before.

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2020-01-26 18:36 | Report Abuse

If virus wide spreads, possible decline in number of tourists, potential claims due to cancellation etc. May revise down further despite the price has dropped substantially to the extent that management is silent.