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Dont just posting... you better read properly and think


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OMG!!!!!




The IAA nightmare which has been postponed and postponed again and again by Tony has now caught up finally...



AirAsia profit is going to take a hit...



No wonder price is dropping...



People in the know are queueing to sell.... big time



http://www.bursamalaysia.com/market/listed-companies/company-announcements/5290861




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Macquarie Equities Research (MQ Research)s latest researchs order book = r°Moi capital commitment





Advertisement


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Part 1




Capital commitment has confused Calvin Tan totally and got him worried





Part 2




But capital commitment is actually where the serious profits would be.....





Part 3




r°Moi take is capital commitment is the real reason people go for AAC with big money




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Part 4




Originally r°Moi was waiting to see post sale if this capital commitment moved to AAC






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Part 1




Capital commitment has confused Calvin Tan totally and got him worried





Part 2




But capital commitment is actually where the serious profits would be.....





Part 3




r°Moi take is capital commitment is the real reason people go for AAC with big money




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Part 1




Capital commitment has confused Calvin Tan totally and got him worried





Part 2




But capital commitment is actually where the serious profits would be.....







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Part 1



Capital commitment has totally confused Calvin Tan and got him worried




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Calvin Tan Calvin Tan Calvin Tan


O.. So wrong! So wrong! So wrong!


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DING!


Coming soon.... r°Moi further interpretation of Bloombergs article on AAC


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Per Bloomberg...


Future income.... is where Tony... gets the money... to pay special divvy

Tony .. no no no special divvy

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SharkTank... Tony.. PP.. AAC.. Special Divvy... vs FBB.. minorities

SharkTank... Tony.. PP.. AAC.. Special Divvy... vs FBB

And... lousy currency

Tony.. PP.. AAC.. Special Divvy... vs FBB

Mentioning what.. AA Asean Ltd in HK.. bla bla at this moment only serve to confirm to em Indian pissed off competitors that AirAsia India is controlled by Tony

When FBB sell.. even EPF step aside...

Appears Bloomberg has more traction with em ang mor...

Any more screw up... will be 100% due to Rozalis incompetency

PUNCAK has done kitchen sinking for most of its old businesses...

Oil & Gas... has been minimum sided and cleaned up... only still holding some licences waiting for oil prices to go up for revival

Construction... thought cleaned up.. till the shocking provision for foreseeable loss in last quarter... anyway... ought to be no more shocker

Water in China.... 50:50 dont know ler

Regardless.... Rozali.. has pissed off too many minorities... can forget about approval for his TRIplc RPT


In such short time... selling to avoid RPT.... not likely

Less.. this rebound is technical... more.. PUNCAK is being looked as an Oil & Gas counter

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Tony... now has to put in his money... into the PP


No spare money... to push up already....


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Oh ya....totally agree on the directors fee... not to bring it up not to even propose any... rozali

Kahheong not talking about hanky panky... talking about if sufficient impairments have already been made only

Kahheong

A better way for you to spend your energy

Is to look thru that 2 China subsidiaries...

To see if there is anything bad and nasty..

Oh yes...



AirAsia is not just selling 50 lousy planes only.. .


AirAsias is selling its future profitibilty...


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Why dont you do a guess first...

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r°Moi has been asking..... but nobody has any inkling...


Why people want to pay US 1b.... for about what 50 lousy planes only?




Now after the Bloomberg article.... now it is oh so bloody clear




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Do not buy with so much conviction

Keep both eyes on the big picture...

Hope.. this time unlike GMT... Bloomberg fella just writing out of hobby

But.. even no shorties... should study.. how will AirAsia be.. post AAC?

Tony... has no worries.. after PP AAC special divvy.. other peoples money

Still KIV... establishing what is the bottom line actually... is it something to worry... so that when AirAsia is attack by shorties... r°Moi is ready : )

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Maybe.... should watch Tony... : )

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So far appears friendly... anyway just watch em shorties.. if any...

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It is about the sale... the sale.. the sale... the sale.. that is contentious


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It is not the leasing


Sale and lease back... Sale and lease back... Sale and lease back...


It is about the sale... the sale.. the sale


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Aviation is capital intensive..... borrowing... goes without saying

It is just whether it is by way of loan or off balance sheet by way of operating lease

So... it is not surprising if Tony has operating leases from 3rd party lessors.... this can see from the operating lease expense




Then.... the next question is...

Where does the airplane in question come from??



The 3rd party lessor got it from airplanes ordered by Malindo?

The 3rd party lessor got it from airplanes ordered by itself?

The 3rd party lessor got it from airplanes ordered by AirAsia?


Must be airplanes ordered by AirAsia isnt it... got discount because AirAsia orders a lot.... powerful




And... so lie the contentious point raised by the article...


How many airplanes have AirAsia sold to 3rd party lessors??

How much were the profits made in selling the airplanes to these lessors?



The article says... A LOT A LOT.... till AirAsia is dependent on it... and this profit will be out of the window.. will follow AAC when it is sold....



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Aviation is capital intensive..... borrowing... goes without saying

It is just whether it is by way of loan or off balance sheet by way of operating lease

So... it is not surprising if Tony has operating leases from 3rd party lessors.... this can see from the operating lease expense




Then.... the next question is...

Where does the airplane in question come from??



The 3rd party lessor got it from airplanes ordered by Malindo?

The 3rd party lessor got it from airplanes ordered by itself?

The 3rd party lessor got it from airplanes ordered by AirAsia?


Must be airplanes ordered by AirAsia isnt it... got discount because AirAsia orders a lot.... powerful




And... so lie the contentious point raised by the article...


How many airplanes have AirAsia sold to 3rd party lessors??

How much were the profits made in selling the airplanes to these lessors?



The article says... A LOT A LOT.... till AirAsia is dependent on it... and this profit will be out of the window.. will follow AAC when it is sold....



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Aviation is capital intensive..... borrowing... goes without saying

It is just whether it is by way of loan or off balance sheet by way of operating lease

So... it is not surprising if Tony has operating leases from 3rd party lessors.... this can see from the operating lease expense




Then.... the next question is...

Where does the airplane in question come from??



The 3rd party lessor got it from airplanes ordered by Malindo?

The 3rd party lessor got it from airplanes ordered by itself?

The 3rd party lessor got it from airplanes ordered by AirAsia?


Must be airplanes ordered by AirAsia isnt it... got discount because AirAsia orders a lot.... powerful




And... so lie the contentious point raised by the article...


How many airplanes have AirAsia sold to 3rd party lessors??

How much were the profits made in selling the airplanes to these lessors?



The article says... A LOT A LOT.... till AirAsia is dependent on it... and this profit will be out of the window.. will follow AAC when it is sold....



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Aviation is capital intensive..... borrowing... goes without saying

It is just whether it is by way of loan or off balance sheet by way of operating lease

So... it is not surprising if Tony has operating leases from 3rd party lessors.... this can see from the operating lease expense




Then.... the next question is...

Where does the airplane in question come from??



The 3rd party lessor got it from airplanes ordered by Malindo?

The 3rd party lessor got it from airplanes ordered by itself?

The 3rd party lessor got it from airplanes ordered by AirAsia?


Must be airplanes ordered by AirAsia isnt it... got discount because AirAsia orders a lot.... powerful




And... so lie the contentious point raised by the article...


How many airplanes have AirAsia sold to 3rd party lessors??

How much were the profits made in selling the airplanes to these lessors?



The article says... A LOT A LOT.... till AirAsia is dependent on it... and this profit will be out of the window.. will follow AAC when it is sold....



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Flipping or not.... Tony has sold airplanes to 3rd party lessors.. that is for sure

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There appears to be operating lease expense to 3rd party... on top of AAC

If ordered airplanes have been flipped.. it would appear.. they never entered AirAsias balance sheet..

Rightly or wrongly... hope.. the article was friendly...

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Tony.... flipping airplanes? : )


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Selling by retailers quite high too possibly... those who took positions as the price was low already... and betting on TRIplc RPT... instead surprised by the rude shock from rozali...


Anyway... 0 shorting by shorties

Despite.. operating costs have dropped a lot due to low jet fuel price...

But must study... where low jet fuel price benefit gone into already??

If they bring their own shorties.. wait wait wait and wait some more for opportunity

But... Tony has no worries.. after PP and AAC.. other peoples money

OMG... again.. that leasing thingy

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Puncak price is sinking... together with its ongoing kitchen sinking

No matter how big would have preferred the kitchen sinking was all done in one quarter in one go

Instead of piece meal like now quarter after quarter and made the price hit new low

And creates uncertainty.... and makes people worry.... asking how many more such hit to go??

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