Ya... Yellen has shouted wolf too many times liao... now US also like going to be shit too

HaHa better don't rule the QE out ler...

AirAsia will be at the sweetest spot... if....

USD weaken due to Yellen has shouted wolf too many times....

Yet...... oil prices remain low.. due to weak demand as world economies are in such a shit

Weak USD + Low oil prices

Today is to show you 1.50 is within reach.... so you better pull the sell queue tomorrow... or else... miss 1,60

Quite a teaser.... after coming from such a long way and with momentum..... thought Tony will sure push it to crack 1.50 and the 120d SMA..... but just kiss... well maybe tomorrow

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AirAsia is nothing more than just a pathetic privatisation play?? No... not that IAAs problem has been more or less taken care of now....

On the other hand..... why not if it remains.. unappreciated.... undervalued... unloved... by the market... Current price is too low..

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Don't want to be left behind............. don't let yourself to be left behind

Looking at this....................... EPF also want to be in now....... to hell with Rafidah Tony complaining... making money is more important.... it is no EPFs problem anyway

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Re-rating.... upgrading.... in progess


Taking out resistant

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You think only Singapore has billionaires??!!

Indon has tons of filthy rich multi billionaires.... Philippines too... and India also


WTF

Alliance DBS Research.... IAAs 51% put in 625m..... you can just afford 1.05... WTF

Alliance DBS Research... the GMT wannabe is looking more and more stupid by the minute....

Beautiful....................................................................... ; )

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If it adds on 80 sen.. there will be consensus that the FV for AirAsia is AT LEAST 1.80...

And... AirAsia will move up..... accordingly

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It will be interesting to see how much Alliance DBS Research... the odd one out.... will revise upward its TP for AirAsia... add on 50 sen.. 80 sen.. 1.00??

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I would rather there isn't that privatisation rumour to cloud the significant positive development in IAA... and scores of others... such as TuneMoney JAA RM...

If what is written under... "TUJUAN"... is... "Untuk pembiayaan projek berimpak tigggi demi mencapai Wawasan 2020".... that's it man.. that does it for me... I will never trust politician again.. not even for 10 sen.. I will never vote for BN again... ever :(

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The 51% Indon shareholders subscribed in proportion to their share ownership means they put in HARD CASH into IAA as IAA does not owe them any debts

This hard cash goes into IAA not AA... just like share capital.... but part of it may be used to pay off part of the debt due to AA

This move by the Indon shareholders is significant... it shows that the Indon partners have financial muscle.... and IAA is viable... they could smell IAAs profit already


This is a vote of confidence on IAAs future... the amount they put in is about RM 625m.. a big big sum... paints a thousand words


IAA is worth a lot of money... remember this


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Dealings in airplanes are always in USD...

So the value of the airplanes will go up too when the USD loans go up... and the two offset each other

If they are shaken and stirred again by the unrealised translation forex loss come 3QR... you accumulate

But be nice... try to help... copy and paste the thingy above and post 3 times a day...

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Ferisc


To address your concern... Suggest you post the following 3 times per day...



UNREALISED.... UNREALISED. ... UNREALISED.... TRANSLATION FOREX LOSS IS NOT A CONCERN... as it is not realised yet and USD loans have tenure upto 14 years... Not to mention AirAsia is doing a good job hedging its USD exposure... and airplane is natural hedge against the USD loans



3 times per day... upto end NOV ... People should get it by then...


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People.... need IBs to tell IAA is ok ka?

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And... with this... Alliance DBS Research's FV at 1.08 goes into the dustbin... where it belongs in the 1st place

And... Alliance DBS Research is rated: JUNK.... DO NOT TRUST A WORD IT SAYS..... ANYWHERE

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“The perpetual securities are subscribed by AirAsia Indonesia’s shareholders in proportion to their share ownership. The move further reinforces AirAsia Indonesia’s shareholders’ strong commitment and support towards the airline’s operations in Indonesia.”


About 625m put into IAA by the Indon partners



IAA is worth a lot of money... remember this

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The 51% Indon shareholders subscribed in proportion to their share ownership means they put in HARD CASH into IAA as IAA does not owe them any debts

This hard cash goes into IAA not AA... just like share capital.... but part of it may be used to pay off part of the debt due to AA

This move by the Indon shareholders is significant... it shows that the Indon partners have financial muscle.... and IAA is viable... they could smell IAAs profit already


This is a vote of confidence on IAAs future... the amount they put in is about RM 625m.. a big big sum... paints a thousand words


IAA is worth a lot of money... remember this


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: )

HaHa

WTF

WTF it is not like AirAsia is being overvalued by 200% or what.. AirAsia is being traded at way below NTA... and with good prospects

Now any damn shares also going up as foreign funds are back for multi decade cheap sales in USD term.... . why so shaken and stirred??

At this price Wellington will take over AirAsia la Wellington has more financial muscle...

Wellington will take take over AirAsia... and you got anymore airplanes to sell at cheap or not... stupid

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Bear in mind.... Khazanan had to pay good money to privatise the really bleeding MAS


IAA is worth a lot of money.... it is not a piece of junk to be discarded... remember this


IAA is worth a lot of money... AirAsia is worth even more... much much more


Never allow AirAsia to be privatised cheap.. 1.80 is base price

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Bear in mind.. Khazanan had to pay good money to privatise the really bleeding MAS


IAA is worth a lot of money.... it is not a piece of junk to be discarded... remember this


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Well... Indon news says IAA is in order now...



IAA... honey.... Don't go!!


IAA is at its sweetest spot... at the tail end of its gestation period... expected to turnaround.... and has IPO potential


And... AirAsia has established its brand name in Indon after being there for so long...... Ask your Indon maid....

Tons of goodwill.. not to mention the setup..


And... AirAsia has recently put things in order...... solved its negative equity issue... Ask the Indon regulator


IAA... CANNOT be let go without a couple of hundreds of millions of profit on disposal..... Tony!!


If there is a merger.... and AirAsia will no longer control the Indon airline post merger.... there ought to be... should be..... must be..... SUBSTANTIAL PROFIT ON DISPOSAL to AirAsia...


I am so so so cannot let go of IAA.. without a SUBSTANTIAL PROFIT ON DISPOSAL to AirAsia...


IAA is worth a lot of money!!!


SUBSTANTIAL PROFIT ON DISPOSAL to AirAsia.. should cover more than the 474.2...


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Leaking the privatisation news... Tony is coming in aggresively to jack up the unreasonable low price... Tony has got a plan this time round... Dont fight it..

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Tony has said it recently.... everybody wants AirAsias data... big amount of data.... AirAsia is taking steps to be an Internet company.... mining its big data

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Nobody will introduce value into a company that he wants to privatise

Anyway... the possibility of a privatisation will now provide a floor price... a support for AirAsia....

Want to privatise means the price at this level is just freaking too low.... not reflecting fundamentals and good prospect




http://www.thestar.com.my/Business/Business-News/2015/10/06/AirAsia-makes-Tune-Money-its-wholly-owned-unit/?style=biz




BNM... electronic payment solutions..... existing big customers base... bigger than the likes of MPAY.. immediately




Buying TuneMoney


Well.. well.. looks like Tony didn't go to the What’s Next conference just to look see look see.. and has his picture taken with a red cap...


And.... so... immediately... AirAsia is bigger than the likes of MPAY already...


Monetization of big data.....

Internet of things...

Tony... the doer

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Nobody will introduce value into a company that he wants to privatise

Anyway... the possibility of a privatisation will now provide a floor price... a support level for AirAsia....

Want to privatise means the price at this level is just freaking too low.... not reflecting fundamentals and good prospect




http://www.thestar.com.my/Business/Business-News/2015/10/06/AirAsia-makes-Tune-Money-its-wholly-owned-unit/?style=biz




BNM... electronic payment solutions..... existing big customers base... bigger than the likes of MPAY.. immediately




Buying TuneMoney


Well.. well.. looks like Tony didn't go to the What’s Next conference just to look see look see.. and has his picture taken with a red cap...


And.... so... immediately... AirAsia is bigger than the likes of MPAY already...


Monetization of big data.....

Internet of things...

Tony... the doer

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Privatise AirAsia?? Seriously....


I am already so so so cannot let go of even IAA..... no way you can privatise AirAsia


IAA... honey.... Don't go!!


IAA is at its sweetest spot... at the tail end of its gestation period... expected to turnaround.... and has IPO potential


And... AirAsia has established its brand name in Indon after being there for so long...... Ask your Indon maid....

Tons of goodwill.. not to mention the setup..


And... AirAsia has recently put things in order...... solved its negative equity issue... Ask the Indon regulator


IAA... CANNOT be let go without a couple of hundreds of millions of profit on disposal..... Tony!!


If AirAsia will no longer control the Indon airline post merger.... there ought to be... should be..... must be..... SUBSTANTIAL PROFIT ON DISPOSAL to AirAsia...


I am so so so cannot let go of IAA.. without a SUBSTANTIAL PROFIT ON DISPOSAL to AirAsia...

IAA is worth a lot of money!!!


You cannot let go of IAA....and you cannot privatise AirAsia.. Tony


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Buying TuneMoney


Well.. well.. looks like Tony didn't go to the What’s Next conference just to look see look see.. and has his picture taken with a red cap...


And.... so... immediately... AirAsia is bigger than the likes of MPAY already...


Monetization of big data.....

Internet of things...

Tony... the doer

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; )


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IAAX has positive shareholders fund...... IAA has negative shareholders fund...

So..... which is bigger?? IAAX bigger or IAA bigger??

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You know..... since AirAsia has not consolidated its associates.... that means the 500m in 2015 and 600m in 2016... extra profit due to low jet fuel price is EXCLUDING the associates


The associates will enjoy their own extra profit due to low jet fuel price


All in all.... maybe.. 1,000,000,000 extra for MAA TAA PAA AAI IAA combined??

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You know..... a big part of IAAs accumulated losses of RM 967.7m as at 30 June 15.... could be as high as 40%... 45% if the airplane leases were wet leases... actually came from charges by AirAsia.... and 50% for jet fuel and 5 to 10% the rest

So... actually AirAsia has not incurred that much of a loss when it is picking up the 474.2m... 49% of that accumulated losses... right?? 49% vs 45%...

Am I talking sense??

Is this... the so called.... gaming of the associate??

Am I talking sense??

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....IAA no longer an associate of AA...


If IAA is no longer an associate of AA... AA would not have to pick up the 474.2


I tell you... this was what r°Moi was thinking as rhe merger was reported..... as IAA will no longer be an associate of AA..... AA will not have to pick up the 474.2...


Shit..... If Tony had done it this way.... AA would have been 1.80 today.. 2.00 Monday



r°Moi Ya... to me... IAA no longer an associate of AA or at least AA having a lesser %..... at this moment is a good thing.. at the least GMT would not keep shouting consolidate the losses consolidate the losses... and the new bigger IAA would have better capacity to pay debts


And........... AAX would enjoy in future when IAA is profitable
01/10/2015 12:35

Ya... I am... I can tell you were shaken and stirred

Listen to DBS Alliance la... make no sense

If Indon locals have not confirmed taking up the 51% yet Tony has gone and did the perpetual bond.............. possible or not???

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Wellington knew about it in AUGUST


Wellington keeps buying from EARLY SEPTEMBER..... despite knowing about this in AUGUST...


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You might have sold this morning... thinking you were nimble and quick... but the fact is you were already more than 1 month late............. responding to stale news of more than a month old...... just now.... you acually are clumsy and slow



I knew about it in AUGUST




Posted by r°Moi > Oct 2, 2015 07:59 AM | Report Abuse X

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I am surprised that you all are surprised by the 474.2m..... I didn't know you all didn't know..


This 474.2m is NOTHING NEW.....I knew about it in AUGUST..... All the people that matter already knew about it in AUGUST... and IBs have factored it in in their FV...


Look at this one from HLB...... Date: 21/08/2015


Somewhere in the middle.... you see...


....Expected AAB to recognize share of unrecognized losses portion of RM474.2m.....


Yet...... Price Target : 1.98



And... Wellington keeps buying from EARLY SEPTEMBER..... despite knowing about this in AUGUST...



But... to dump or not.. all upto you..


http://klse.i3investor.com/servlets/ptres/31841.jsp


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