herbird's last attempt to convince others layhong chicken can fly after profit warning from Leong Hup

hope herbird can escape from slaughter house this time

its already do or die situation

AiraAsia got style...now everyone can express on MAHB!

https://www.star2.com/travel/2019/08/08/airasia-psc-mahb/

weaker yuan should benefit construction company...cheaper steel and labour from china

https://klse.i3investor.com/blogs/sinchew_company_story/218097.jsp

this is a good direction

Low cost airlines tend to be resilient in a slowdown: AirAsia

Tony Fernandes of AirAsia discusses the impact of the U.S.-China trade war and protests in Hong Kong on the airline. He says the company is a beneficiary of a slowdown because tourists take shorter trips and choose to fly on low-cost carriers.

AUG 1 2019

https://www.cnbc.com/video/2019/08/01/low-cost-airlines-tend-to-be-resilient-in-a-slowdown-airasia.html

i think news will be released this week

look at the revenue growth...amazing

reason?

simple...businesses have become truly global....what more within ASEAN...just like highways growth from 80's till now...future transportation growth is all by air....

this is a long term fundamental
................................

for the short term...i am waiting for oil price to drop another 7 USD/brl....when China start using IRAN's oil

the future is renewable energy...and electric cars..

fuel will be as cheap as water

TA is only applicable when there is no news after the graph formation, i.e no fresh new development to stir the emotions reflected in the past.

End of last trading day (Friday) got news come out...like a giant surfacing from the deep sea...after hiding below 5%

interestingly it made Ekovest hit Top Hottest Stock in i3

not sure this giant can cause tsunami or not....perhaps it can

if every year its performing better than previous year, you call the latest year..the worst year is it?

even his Dendrobium Orchid very powerful can overtake Ekovest Limit up!

wa...Koon forcefully remove Ekovest limit up article...and placed his expired Dayang article at the Top article...walao eh...keng!

SEPANG, Aug 3 , Airbus expects demand for 100-150 seat aircraft to grow to 7,000 in 20 years

https://www.malaymail.com/news/money/2019/08/03/airbus-expects-demand-for-100-150-seat-aircraft-to-grow-to-7000-in-20-years/1777368

“The air transport market for this region is growing a lot faster than the other parts of the world, and the aircraft of this size is suitable for airlines that want to expand its regional routes.

“The aircraft is designed to serve not only short routes but also for longer flights as it can fly up to eight hours, for example from Kuala Lumpur to as far as Seoul (South Korea), North India and even down to Australia,” he told media at the Airbus A220-300 Regional Demonstration Tour here today.

wa..that means they did not acquire via PP...it was through open market...

this means they will be increasing their stakes more n more

Posted by Kingsman18 > Aug 3, 2019 8:48 PM | Report Abuse

http://www.enanyang.my/?p=1267023

Millions of barrels of Iranian crude are sitting in Chinese ports — and could disrupt oil markets

AUG 2 2019

https://www.cnbc.com/2019/08/02/millions-of-barrels-of-iranian-crude-are-sitting-in-chinese-ports.html

Estimates as to the volume of Iranian crude that’s made its way to China between last January and May vary from 12 million to 14 million barrels, an amount that market watchers say could dramatically impact the price of oil.

“If China were to aggressively purchase Iranian crude oil and/or draw down on these stored volumes, oil prices would likely fall by $5.00 to $7.00 per barrel,” John Kilduff, founding partner of energy trading firm Again Capital, told CNBC on Thursday. “It would be a meaningful outlet for Iranian supplies that have been severely crimped by the sanctions.”

................

100% certain China will not listen to U.S and will continue purchase from Iran

OIL PRICE will COLLAPSE soon!

Azmin: US-China trade war presents opportunity to increase intra-Asean Trade

03 August 2019

https://www.malaymail.com/news/money/2019/08/03/azmin-us-china-trade-war-presents-opportunity-to-increase-intra-asean-trade/1777318

GEORGE TOWN, Aug 3 — The protracted trade war between the US and China should be seen as an opportunity for Malaysia to play a role in increasing trade among Asean countries, said Economic Affairs Minister Datuk Seri Mohamed Azmin Ali.

Malaysia, according to him, should be more proactive by viewing the trade war, not as a crisis, but a good opportunity for the country.

“Many large companies from China and the US are relocating their operations to the (Asean) region including Malaysia because the Asean market is huge. We have 630 million people.

“If we combine China’s 1.4 billion population in the region alone, we have almost two billion population. So the market is huge. This means that Malaysia can be a gateway for them to penetrate the Asean market because the Asean market alone is too large,” he told the media when met after attending the key handing over ceremony of Casa Anggun Sungai Nibong Middle-Cost Apartments, here today.

at 10% tariff...i think there is no logic to trade..margin all wiped out..

we might as well take that as 100% trade divorce

...so then what? Nothing...

Analyst: The US-China trade war will benefit some countries

22 May 2019

Southeast Asian countries like Singapore, Indonesia and Malaysia will benefit from increased trade flows in the region amid the "full" US-China trade war, says David Riedel of Riedel Research Group.

https://www.cnbc.com/video/2019/05/22/here-are-the-asian-markets-to-invest-in-amid-the-us-china-trade-war.html

Construction industry still short of labour needs: MBAM

30 OCT 2017

https://www.thesundaily.my/archive/construction-industry-still-short-labour-needs-mbam-BTARCH498112

He disclosed that the industry needs 600,000 to 800,000 more workers in order to meet the estimated need of 1.2 million workers in the industry.
.............

Basically with all the Mega projects including Bandar Malaysia...foreign worker will rise by at least 2 Million a year in 2020/21.

Thats equivalent to 4 million (to and fro trips) per year minimum.

Easily raise AA passenger volume by another 20% from foreign workers alone.

Estimated foreign workers by MBAM:

https://edgemarkets.s3-ap-southeast-1.amazonaws.com/pictures/Foreign-Worker_Demand-Chart_FD_7March16_theedgemarkets.png

above chart made in 2016

this mega project revival will boost budget airline trips for these labourers ma....market had really overlooked on whats happening close at home by looking far globally liao...

eggspurts come and go...if wrong prediction they go away..but this kind of cheap price not easy to get liao.....just keep topping up

it was a brilliant decision to payout dividends...i bet this money will flow back to the share price...as its from the same investors...their mind has only AA in its brain ..not FD for sure

the money has no other place to go

1) i have a feeling price of FUEL will be down permanently...North pacific ocean mind boggling distance was the major fuel consumer for china - U.S transportations...it will be down permanently due to global trade war...

(In fact, Trade war will encourage all business management to insist on trips via budget airlines compared to premiums...for cost savings..for survival of their business. Trade war will benefit budget airlines)


(2) the above FUEL COST is the single largest factor that would ensure you keep getting Dividends from this stock...

forget about the share Price...

whatever tax effects will eventually be transferred to passengers...this cost obviously not going to dampen the rise in passengers (18%) we are seeing

3.2% return at FD is not that attractive

especially when you know oil price is going to collapse

All AirAsia ASEAN airlines expected to be profitable in 2019
March 1, 2019

AirAsia Group outlined (27-Feb-2019) its strategy for 2019 as follows:

The group is confident that all AirAsia carriers in ASEAN will be profitable; The carrier reported a “strong trend” in passenger traffic and load factor in 1Q2019 and is targeting group load factor of 85% for FY2019:

Malaysia AirAsia: 86%;
Indonesia AirAsia: 85%;
Philippines AirAsia: 91%;
Thai AirAsia: 90%;
AirAsia India: 87%;


Fuel:
.....

52% of Brent hedged at USD63.41 per barrel for FY2019; If Brent increases to USD80 per barrel, the unhedged portion of fuel costs could increase by MYR368 million (USD90.3 million); 40% hedged at USD59.89 per barrel for FY2020 and 4% at USD59.23 per barrel for FY2021;

Ancillary revenue:
.................

RedCargo generated MYR206 million (USD50.6 million) in FY2018 and will “double up” in FY2019 as the carrier seeks to support e-commerce initiatives in ASEAN; The carrier aims to up sell ancillaries and ‘Ourshop’ by all six airlines through data, machine learning and artificial intelligence;

Cost cutting initiatives:
.........................

10% headcount rationalisation;
Closure of call centres by Jun-2019 due to automation.

AirAsia Group carries 18% more passengers in 2Q19

July 23, 2019

https://www.theedgemarkets.com/article/airasia-group-carries-18-more-passengers-2q19

KUALA LUMPUR (July 23): AirAsia Group Bhd’s passenger volume for its consolidated aircraft operating certificate (AOC), comprising Malaysia, Indonesia and the Philippines, rose 18% to 12.84 million in the second quarter of this year (2Q19), from 10.88 million a year earlier.

The number of passengers carried as a percentage of capacity rose 19% to 15.09 million, from 12.72 million, the low-cost carrier said in a statement.

The load factor was 85% compared with 86% in 2Q18, while the available seat kilometres (ASK) grew 17% year-on- year (y-o-y), as the group continued to expand its network through strategic addition of new routes and increased frequencies to domestic and international destinations.

In Malaysia, AirAsia’s capacity grew 13% y-o-y to 10.41 million in 2Q19, resulting in a 11% increase to 8.8 million passengers carried in the quarter.

“The growth rate exceeded that of the industry average, as AirAsia Malaysia continued to increase its market dominance, while load factor remained strong at 84%,” AirAsia said.

limit up only you all buy meh?

may be the PP was for EPF

Direct (units) 133,162,900
Direct (%) 5.02
......

from now onwards...if epf sells u will know..and buys u will know also...

wait till end of monday to see if you are still not sure what they will do..

LOL!

the ocean is damn big compared to land....not only in terms of area...but depth...its humongous...unimaginable big...

and humans only occupy a small space of the land if you really see...

and yet, damn its polluted everywhere!!!
cant imagine how much pollution we create and dump into the sea

turtles are eating plastics thinking its jellyfish! really sad....

Posted by Apple Juice > Aug 2, 2019 7:58 PM | Report Abuse

Honestly, the way human use earth, don't even talk about those develop nations, just look near to us, pollution is actually very severe! The amount of trash dump into ocean is nuts! I don't think the next generation will ever see clean ocean ever again!

all we need is a clean air to breath...

clean water to drink...

natural organically grown fruits and vegetables..

free range poultry and cattles fed with organic foods free from industrial by products...

...........


very simple to see...garbage in garbage out ...

just treat all humans (including the majority poor) with respect...they are not animals

how much concern our government have to have pesticide and chemical free foods? Zero interest is there

look at the polution in pasir gudang...they dont even have clean air to breath...

i am pretty sure the household water supply is also laden with carcinogens

true...economics is not so interested on that direction!

Posted by Apple Juice > Aug 2, 2019 7:37 PM | Report Abuse

You know, everyday researchers announce they have found cure for cancer! But until today, there's none!

Exactly as predicted above on 27th July.
...........

It makes sense to have Ekovest (a public listed company) in replace of IWC so that independent board (5 - member team) could acquire the shares from the market.

Post removed.Why?

Notice of New substantial shareholder:

https://klse.i3investor.com/insider/substantialShareholderNoticeOfInterest/8877/02-Aug-2019/13138_1668806721.jsp

Date of Change Type Number of Shares
29-Jul-2019 Acquired 10,000,000

Total no of securities after change
Direct (units) 133,162,900
Direct (%) 5.02

doctors are created by the politicians for the humans just like antibiotics are made for cattles and poultry populations growth..

all for economic reasons
.............

they never attack the root cause of disease..i.e prevention but merely on how to slow the deterioration by cosmetics (not even cure!)

you are just seeing tip of the iceberg as they just hit 5% threshold for announcement...next week onwards you will see them accumulating more and more...from announcements.

Notice of New substantial shareholder:

https://klse.i3investor.com/insider/substantialShareholderNoticeOfInterest/8877/02-Aug-2019/13138_1668806721.jsp

because they realize China Press leak the news ma...panic buy lor!

Posted by ming > Aug 2, 2019 6:39 PM | Report Abuse

Epf bought on Monday.. 0.85 - 0.90..
Hmm.. so lousy

It makes sense to have Ekovest (a public listed company) in replace of IWC so that independent board (5 - member team) could acquire the shares from the market.

Post removed.Why?

Exactly as predicted:

http://www.bursamalaysia.com/market/listed-companies/company-announcements/6243961

Date interest acquired & no of securities acquired
Date interest acquired 29 Jul 2019
No of securities 10,000,000
Circumstances by reason of which Securities Holder has interest Acquired

“Our profit in 2QFY2019 is generated from our recurring-income business model, which I believe has reflected in three consecutive quarters. With a market capitalisation of less than RM50mil, I strongly believe ARB is undervalued by the investing community,” Liew added.

means 'have their own strategy...methodology...insights'..which cannot easily be followed/copied by others..

John Lu sifu more like an opportunist of sifu OTB and superinvestor....charisma

Icon, yistock, duit, tan KW are still the great investors with originality...

i had really high hopes earlier on cute Jon Choivo as an aspiring investor....:(

Average up till cost 86 cents..i think Bandar Malaysia cancelled or not a profitable business liao! Fxxk..

and it cannot play around with such a 'highly consequential information' to the media

...really wondering if i should sailang tomorrow.

sifu hardworkingcat, true....its only by changing the angle of your sail frequently we can reach the destination faster than the wind can bring us by not doing anything...

after all we are expecting return "above average"....aren't we?

language and religious differences is the root cause of separation between humans...other than race (which cannot be made the same)...

perhaps just like capitalism and business units (groups)...it has its own benefit to drive competition between these groups for progress of mankind

i hate only one thing about religion..it forms a groups and separates...divides human being...when the fact is we are all one..

its the real root cause of no peace in the world till this modern era..


Posted by Beary Hairy > Jul 28, 2019 12:27 PM | Report Abuse

Probability! It's not race or religion that makes a person great! It's what one does that makes the difference! What's the point dressing up in religous robe, walking like one came from heaven, talking bad of others yet don't have the heart to help those in needs instead going around labelling others racist and seeking donations!