Followers
0
Following
0
Blog Posts
0
Threads
5,802
Blogs
Threads
Portfolio
Follower
Following
2015-06-22 12:03 | Report Abuse
Ya.... check for yourself... IAA PAAs share capitals are just mere USD 13m....
2015-06-22 12:01 | Report Abuse
The overall air ticket prices had been dragged down by MAS previously......
2015-06-22 12:00 | Report Abuse
Modern day airlines use very sophisticated computerised ticketing systems that take into account the load factors blah blah blah blah other factors.. to come up with the pricing of their air tickets... that can change by the minutes depending on the live inputs
MAS didn't have this sophisticated computerised ticketing systems... as such... the pricing of some of its air tickets had been bordering on madness... to put it nicely.. irrational pricing
2015-06-22 11:51 | Report Abuse
GMT + its short sellers are gaming you la....................
2015-06-22 11:48 | Report Abuse
Time and highs wait for no one......
2015-06-22 11:46 | Report Abuse
IAA PAAs share capitals are just mere USD 13m....
It boggles the mind...... Just mere USD 13m to set up an airline..... Imagine the return if it hit off profitably from day one.....
Just mere USD 13m to set up an airline..... Imagine the potential of the airline business... of course you must have the knowhow la.... like Airasia
2015-06-21 20:43 | Report Abuse
Look at the prices of the planes... and compare to IAAs PAAs ridiculously low share capitals at about USD 13m... don't lease from AirAsia.. how??
http://financesonline.com/8-most-expensive-planes-in-the-world-how-much-does-it-cost-to-fly-like-the-elite/
2015-06-21 18:49 | Report Abuse
Aiya of course bullish la.. else why the hell set up AAP for what?? For the fun of it??
You see a AA Papua New Guinea or not??
2015-06-21 18:26 | Report Abuse
GMT is gaming AirAsia.... period
2015-06-21 17:42 | Report Abuse
The stock price plunge was triggered by HK-based GMT Research's report which questioned AirAsia's reliance on affiliates’ profits which, it said, the parent company cannot collect.
So... you think if IAA PAA TAA IndiaAA JapanAA..... just call themselve AirIndon AirThai Air Phili AirIndie AirJap..... and each buying planes on its own.... each leasing planes from third parties on its own.... each having maintenance center of its own.... each having booking center of its own....... each doing everything on its own independently... basically forgoing the synergies... benefits... that can be derived from centralisation of common functions.... will be more sustainable??!!!
Gaming the associates... Think the local JV partners will let Tony game them??
RPTs have to be approved by shareholders
Gaming the Associates – AirAsia boosted their profits by 39% over the past 5 years through related party transactions with associates (operating leases with related parties). This model is no longer sustainable.
2015-06-21 17:35 | Report Abuse
The reason why Virgin Airs logo and AirAsias logo look alike is because Richard Branson is Tonys mentor and sifu
Richard Branson is the one who guided Tony in the setting up of AirAsia and Richard Branson is the one who advised Tony to voice up laud and clear and consistently if governments policies leave much to be desired...
You think Richard Branson dressed up as AirAsias airstewardess once just for fhe fun of it??
2015-06-21 17:34 | Report Abuse
The reason the local countrys set the requirement that AirAsia cannot have more than 49% shareholding is so that the local JV partners will have 51% and ultimate control over IAA PAA etc
If need be and if say they want to sack Tony..... and this is put up to a vote to decide... 51% will win
2015-06-21 15:57 | Report Abuse
The reason why Virgin Airs logo and AirAsias logo look alike is because Richard Branson is Tonys mentor and sifu
Richard Branson is the one who guided Tony in the setting up of AirAsia and Richard Branson is the one who advised Tony to voice up laud and clear and consistently if governments policies leave much to be desired...
You think Richard Branson dressed up as AirAsias airstewardess once just for fhe fun of it??
2015-06-21 15:42 | Report Abuse
The reason the local countrys set the requirement that AirAsia cannot have more than 49% shareholding is so that the local JV partners will have 51% and ultimate control over IAA PAA etc
If need be and if say they want to sack Tony..... and this is put up to a vote to decide... 51% will win
2015-06-21 10:34 | Report Abuse
This model is no longer sustainable.
So... you think if IAA PAA TAA IndiaAA JapanAA..... just call themselve AirIndon AirThai Air Phili AirIndie AirJap..... and each buying planes on its own.... each leasing planes from third parties on its own.... each having maintenance center of its own.... each having booking center of its own....... each doing everything on its own independently... basically forgoing the synergies... benefits... that can be derived from centralisation of common functions.... will be more sustainable??!!!
Gaming the associates... Think the local JV partners will let Tony game them??
RPTs have to be approved by shareholders
Gaming the Associates – AirAsia boosted their profits by 39% over the past 5 years through related party transactions with associates (operating leases with related parties). This model is no longer sustainable.
21/06/2015 10:32
2015-06-21 10:33 | Report Abuse
This model is no longer sustainable.
So... you think if IAA PAA TAA IndiaAA JapanAA..... just call themselve AirIndon AirThai Air Phili AirIndie AirJap..... and each buying planes on its own.... each leasing planes from third parties on its own.... each having maintenance center of its own.... each having booking center of its own....... each doing everything on its own independently... basically forgoing the synergies... benefits... that can be derived from centralisation of common functions.... will be more sustainable??!!!
Gaming the associates... Think the local JV partners will let Tony game them??
RPTs have to be approved by shareholders
Gaming the Associates – AirAsia boosted their profits by 39% over the past 5 years through related party transactions with associates (operating leases with related parties). This model is no longer sustainable.
21/06/2015 10:32
2015-06-21 10:32 | Report Abuse
This model is no longer sustainable.
So... you think if IAA PAA TAA IndiaAA JapanAA..... just call themselve AirIndon AirThai Air Phili AirIndie AirJap..... and each buying planes on its own.... each leasing planes from third parties on its own.... each having maintenance center of its own.... each having booking center of its own....... each doing everything on its own independently... basically forgoing the synergies... benefits... that can be derived from centralisation of common functions.... will be more sustainable??!!!
Gaming the associates... Think the local JV partners will let Tony game them??
RPTs have to be approved by shareholders
Gaming the Associates – AirAsia boosted their profits by 39% over the past 5 years through related party transactions with associates (operating leases with related parties). This model is no longer sustainable.
2015-06-20 18:44 | Report Abuse
Ya could be right... 1st one to come up with a nonsense is still good.. creative... but the one repeating it without putting in any thoughts is.. what is that again... Big M
This report by GMT is a refreshing, different approach from the usual stuff we normally read in the Malaysian media.
2015-06-20 18:40 | Report Abuse
You want IAA PAA TAA... To not buy planes together to get bulk discount? To each has its own maintenance center... To basically loose the economic of scale and benefits that can be derived from centralisation of common functions???
The amount of related party transaction between the many parties (each with different shareholders) is simply overwhelming.
2015-06-20 18:35 | Report Abuse
Can elaborate and give some examples.??
AirAsia has always accounted very aggressively, in my opinion much too aggressively,
2015-06-20 18:32 | Report Abuse
There is regulatory constrains... you cant read ka...
If AirAsia can go it alone.. it would have entered these countries alone.. Tip for why to you.... refer to TPP
neat corporate structure is needed
2015-06-20 18:28 | Report Abuse
For good governance on your part... to put it nicely
Don't confuse AirAsia with AAX.. ok
They just have common shareholders in Tony and Kamarudin... and AirAsia just have a bit of investment in AAX
You have just showed that you are ignorance and more confused than most.. and have shamelessly blogged on something that you dont know..
2015-06-20 18:21 | Report Abuse
Get your fact right...AirAsia doesn't have a mother company ok!!
AirAsia (and its mother company) doesn't have.
2015-06-20 18:18 | Report Abuse
If IAA PAA and all the associates are making huge profits and AirAsia consolidate their accounts.. would GMT then write.. How can AirAsia consolidate when these companies are not its subsidiaries??
2015-06-19 15:57 | Report Abuse
O..... what is this called??? Opened a can of worms.......
Confession time?!
2015-06-19 14:23 | Report Abuse
COPULATION will come when relevant minister says.... Tak mahal mana mahal tak mahal la.. cuma 1.5x market price cuma.. Tak mahal pun
HaHa just kidding... but then again Malaysia ler
2015-06-19 14:11 | Report Abuse
Key word is COPULATION
Unless and untill sweet Carmen says COPULATION... No go
2015-06-19 14:09 | Report Abuse
This CMT nuisance is blowing over in no time....
2015-06-19 12:39 | Report Abuse
.....highly CAPEX intensive industry.
But IAA PAAs share capitals are only about USD 13m... surely the interco loans were expected
How about the local JV partners?? Aren't they people of considerable means??
And.... one plane down.. how IAA would not be affected... cash flow interrupted??
2015-06-19 11:31 | Report Abuse
The way AirAsia is rebounding... looking more and more like a smart move
2015-06-19 11:22 | Report Abuse
Drop cos the big mover in OSK SinGor has sold off big part of his OSK to buy Airasia??
OSK will not move as long as the second biggest mover after OLH.. SinGor is not buying back... instead maybe selling again..
2015-06-19 08:04 | Report Abuse
FACT: Agents of long term investors do trade.
And... agents of EPF and Wellingtons have jointly sold off about 30% of the volume on 11 June... when the shorting started...
AirAsias price was 2.03 then... the price now is still 17% lower
Being long term investors EPF and Wellingtons will surely buy back...
Short sellers will surely have to cover their short positions.... RSS is not FOC
The one thing good coming out of this CMT nuisance is....Tony would have got the message laud and clear... and he just have to deliver... no two ways about it...
2015-06-18 16:48 | Report Abuse
HaHaHa.......
And .... bung mokthar must go...
2015-06-18 16:43 | Report Abuse
After all has been said and done... bung mokhtar must.. ok.. no two ways about it..
2015-06-18 16:37 | Report Abuse
Fat cat didn't buy????
All the blah blah blah.. dedication of song and all that.... but didn't buy??? What was the deal man?? You were planning to buy at what price o??
2015-06-18 12:07 | Report Abuse
You grabbed or not??
Or just busy doing......... the empty can makes the most noise
2015-06-18 11:45 | Report Abuse
r°Moi At only USD 13m... the share capitals for IAA PAA are really small.... the loans to them must have been the plan from day 1
18/06/2015 08:30
r°Moi Besides being planned for from day 1.... Anyway AirAsia is no in need of the 2.5 bil urgently.... and is no calling for payment tomorrow... where is the urgency???
There is urgency in Greek.... no urgency in AirAsia
18/06/2015 08:39
r°Moi You know... this is like...
you are 24.. living happily and minding your own business.. and planning to settle down by 27 28.....
then suddenly CMT just popped out from no where and started saying things like you must get married NOW.. you are getting too old blah blah.... WTF
18/06/2015 08:46
....
2015-06-18 11:44 | Report Abuse
r°Moi At only USD 13m... the share capitals for IAA PAA are really small.... the loans to them must have been the plan from day 1
18/06/2015 08:30
r°Moi Besides being planned for from day 1.... Anyway AirAsia is no in need of the 2.5 bil urgently.... and is no calling for payment tomorrow... where is the urgency???
There is urgency in Greek.... no urgency in AirAsia
18/06/2015 08:39
r°Moi You know... this is like...
you are 24.. living happily and minding your own business.. and planning to settle down by 27 28.....
then suddenly CMT just popped out from no where and started saying things like you must get married NOW.. you are getting too old blah blah.... WTF
18/06/2015 08:46
.
2015-06-18 11:43 | Report Abuse
r°Moi At only USD 13m... the share capitals for IAA PAA are really small.... the loans to them must have been the plan from day 1
18/06/2015 08:30
r°Moi Besides being planned for from day 1.... Anyway AirAsia is no in need of the 2.5 bil urgently.... and is no calling for payment tomorrow... where is the urgency???
There is urgency in Greek.... no urgency in AirAsia
18/06/2015 08:39
r°Moi You know... this is like...
you are 24.. living happily and minding your own business.. and planning to settle down by 27 28.....
then suddenly CMT just popped out from no where and started saying things like you must get married NOW.. you are getting too old blah blah.... WTF
18/06/2015 08:46...
2015-06-18 11:42 | Report Abuse
r°Moi At only USD 13m... the share capitals for IAA PAA are really small.... the loans to them must have been the plan from day 1
18/06/2015 08:30
r°Moi Besides being planned for from day 1.... Anyway AirAsia is no in need of the 2.5 bil urgently.... and is no calling for payment tomorrow... where is the urgency???
There is urgency in Greek.... no urgency in AirAsia
18/06/2015 08:39
r°Moi You know... this is like...
you are 24.. living happily and minding your own business.. and planning to settle down by 27 28.....
then suddenly CMT just popped out from no where and started saying things like you must get married NOW.. you are getting too old blah blah.... WTF
18/06/2015 08:46
2015-06-18 11:39 | Report Abuse
Fat cat no appetite la...
In pain... squeezing his balls so hard now..
Should have bought yesterday.. instead.. was busy doing the empty can makes the most noise
2015-06-18 11:31 | Report Abuse
you should have listened to r°Moi.... and got it at below 1.50
CMT nuisance..... CAPITULATION yesterday
Posted by r°Moi > Jun 17, 2015 12:23 PM | Report Abuse X
CMT nuisance..... CAPITULATION liao..
Posted by r°Moi > Jun 16, 2015 06:14 PM | Report Abuse X
r°Moi r°Moi This CMT episode.................. COPULATION TOMORROW!! ; )
Posted by r°Moi > Jun 16, 2015 05:37 PM | Report Abuse X
This CMT episode.................. COPULATION TOMORROW!! ; )
Posted by r°Moi > Jun 16, 2015 03:56 PM | Report Abuse X
Isn't this selling today expected???
Posted by r°Moi > Jun 12, 2015 12:03 PM | Report Abuse
T3 T4.... for 78,342,300.... Focus
2015-06-18 11:27 | Report Abuse
Fat cat..... you should have listened to r°Moi instead of your song...
Posted by r°Moi > Jun 17, 2015 12:23 PM | Report Abuse X
CMT nuisance..... CAPITULATION liao..
Posted by r°Moi > Jun 16, 2015 06:14 PM | Report Abuse X
r°Moi r°Moi This CMT episode.................. COPULATION TOMORROW!! ; )
Posted by r°Moi > Jun 16, 2015 05:37 PM | Report Abuse X
This CMT episode.................. COPULATION TOMORROW!! ; )
Posted by r°Moi > Jun 16, 2015 03:56 PM | Report Abuse X
Isn't this selling today expected???
Posted by r°Moi > Jun 12, 2015 12:03 PM | Report Abuse
T3 T4.... for 78,342,300.... Focus
2015-06-18 08:46 | Report Abuse
You know... this is like...
you are 24.. living happily and minding your own business.. and planning to settle down by 27 28.....
then suddenly CMT just popped out from no where and started saying things like you must get married NOW.. you are getting too old blah blah.... WTF
Stock: [CAPITALA]: CAPITAL A BERHAD
2015-06-22 12:08 | Report Abuse
Part time job... I am sure
very sophisticated computerised ticketing systems... wont get drunk la