Armada has a few FPSOs struggling in Nigeria... cant be good

WTF... you in Armada... in a short time will see the little bit of yours vanish

Tradermaan

Ok.. dont talk rubbish... r°Moi wait and see you vanish..

Q announcement indeed needs improvement...

Cs... with long long long life... and low low low price.... maybe can try

Kim Kardasans butt kena tunggu sekejap lagi la..

Confidence lost.. due to one... needs to be covered by three

Price is dropping more... due to no impairment made on Armada Claires?

Have not seen the last of em impairment....

In the meantime..... lets have a good time...

Well... lets take one day at a time.......

The bright spot is em Chinese has more or less underwritten AirAsias cashflow in the far future...

AirAsia is expanding again man... Indian.. Japan.. not forgetting Philippines and Indonesia also needed cash

Buying planes too.. load too high already.. needs capacity expansion

This quater also net reduction in cash balance...

Higher dividend.. see first la how..

One day in the future.... one day in the future.... maybe

Keyin to buy C at 0.03??

Bought a mattress company.. quite a surprise

That fella from Kian Joo.. good salesman

Seen it in 7-11...

Ya la... but the name.. sounds like a mosquito coil company too : )

King Koil sounds like a company based in Vietnam or Indon... Koil for coil..

Rough calculation... bought matress co at a rather high PE 38x

Thing like forex should in the long run even out... even the realised ones

There people who see thing this way...


NOP about 400m - realised forex loss about 200m - tax about 200m = 0


Unrealised forex gain is about 600m... this is from the balance sheet... and being unrealised ought to be excluded.... and IBs exclude this in their core profit

Who wasn't cock sure.... untill GMT... and then down below RM 1 also didn't dare to buy...

It is good to know all AirAsias thingy... and be ready

Nothing has changed.... the difference will come... if ever... only if... if... hulala fabulous is no longer dominant

Who wasn't cock sure.... untill GMT

This is good advice....

meathere

.... For me just be alert, invest/trade with eyes wide open, ears listen carefully, and think logically n critically all the time.

Cheers.
29/05/2016 21:27

If you believe Q results are always leaked before announcement.... then you better be mindful... that would mean there were funds who have seen the 1Q results before you last Thursday...


And.... saw it the way like stockmanmy... ie not operating profit....all from forex... and sold down.... all the way to around 2.10...

HaHa believe it or not upto you...

: )

As Tony wants in... Indian tambi Arun Bhatia wants out.. kinda confusing

So for RPT... AAX could well be the beneficiary

Chartered flights.. peanut maybe... but peanut is what AAX has been making lately

Chartered flights are to take up the slack... cover the sunk cost.. margin could well be high

After GMT... AirAsia no longer can benefit from RPT.... as nowadays it has to prepare soft of a consolidated statement excluding the RPT... for people to see...


Not the case for AAX... for the same aircraft leasing RPT... AAX could well be making money out of IAAX PAAX just by being the middleman only

HaHa

Kalau mahu... r°Moi bolih bagi cerita... dua atau tiga..

Ya la... mungkin tak payah peduli la.. enough people have said AirAsia only good for trading la... so bigger volatility better la... you mahu ka??

But AirAsia has given chartered flights biz to AAX

Leasing of aircrafts.... yes

Anyway... RPT is disclosed in the Q announcements... and R&M is not one of them

O.... now you talk about RPT... AAX is more likely the beneficiary...

O... on second thought.. after the 1b PP.. AirAsia maybe more favoured by Tony

Stockmanmy


How come a polite simple request.... has become such a test?!?


For accountant.... deferred tax is easy only... Stockmanmy

Stockmanmy

Stockmanmy.... come make youself useful... for once.... write and elaborate on why the 1Q Deferred Tax was so big at RM 212,934k (1Q15 RM 35,548k) and how it will impact future results

Write to the best you can... you can even blog about it...

Stockmanmy...

Ya...

That is why must be ready... understand all of AirAsias thingy... another visit by GMT.... lifetime opportunity

Just remember to be steady

For now..... the market is always right...

GMT....

GMT

Well... then it is good to understand all of AirAsias thingy.... so that you would not be bulled again by GMT..... blindly

HaHa

r°Moi also still have a few Cs... a few Cs as there is not enough liquidity



Must see thing the market sees... mind with just what the market minds

.

Stockmanmy...

Already said the tax of MAA for 1Q is very high due to change in government income tax basis.... this is transitional thingy.. next time no more already.. likely to be half of this


and... FX is normally manageable and even out over time... even the realised one..

HaHa... r°Moi already said... if the IBs... market.. do not mind... just forget it

r°Moi saw somewhere.... stockmanmy is a retired accountant... so is he talking nonsense??

So lonely


Stockmanmy... so lonely


Stockmanmy sees this..... NOP 409795 - Realised Fx loss 200000 - TAX 212934 = 0.... he says MAA just breakeven


What say you??




stockmanmy AA has no operating profit in the Quarter.
27/05/2016 11:27

.

AIRASIA can be monetised in many othetr various ways.....

And.... do not be surprised... if one pop up in the near future

Paperplane... the most valuable asset of AirAsia is the brandname.... AIRASIA...

AIRASIA can be monetised in many othetr various ways

Stockmanmy... the tax of MAA for 1Q is very high due to change in government income tax basis.... and FX is normally manageable and even out over time... even the realised one..


Ya.. on closer look... there are areas where one can split hair..... and argue.. : )


But..... let's wait and see.... as a lot of times... the IBs do not mind... the market too does not mind... if they do not mind... then r°Moi would not mind....