Share price move because of push, but there should be a reason for the push. It wont push just for the sack of push. it wont easily push by one party if the market capital is big enough and overall market investor is mature and well informed. If you are buying AA at 1.4, this round dividend yield itself you are getting close to 10%. When the company keep growing the NAT also grow as well as EPS. Its like buying a house, do the house price goes up just purely by push? I believe some they are looking at the rental yield, some looking future capital gain on sale, some looking at flip flip, once VP they sell. There are so many ideology and strategy. For AA Im the collecting rental and waiting to sell in future.

In mature market, if the company can generate dividend yield >4%, people would buy the company so that they can fight inflation and achieve more than putting FD. Unfortunately, in Malaysia, people tend to put FD which seen to be safer and buy property to flip flip flip, so the market not mature. And the investor only hope for people to push push push goreng upward. The perception itself violate the objective to invest in company.

So the downside risk is limited. With this kind of company, profit or EPS mean a lot to investor. At least you got something beating inflation and FD on hand. Many people out there making loss like JJPTR. So dont blame, if you dont invest, you might give it to JJPTR already.

That is why a company with dividend payout policy is important. A company with dividend, the share price should not be below 4% of their yield. For instance, says AA will be giving out 10c for dividend next year, which is 20% of their 50c EPS, then the price should not fall below 2.50 given the FD rate is lower than 4%. This is only dividend yield, havent talk about capital gain.

Cost opportunity is very hard to justify, which one is the higher capital gain? you would not know. So better choose a safer one, those operation can be seen and you used the service. I can easily justify AA load factor as 90% everytime I fly I look around and make sure it is 90%, and i confirm with my own eyes.

If cant hold 3 years dont buy this stock, too fluctuate. Your heart riding roller coaster eventually you will buy high sell low. Too many foreign fund manipulating in this counter. I see this stock from 2.90 drop to 1.50 then though bottom already, manatau further drop to 0.80. Fortunately ability to read annual is strong to support me stay on and avrg down. Those cannot read the report especially on IAS12 Deferred Tax, IAS 21 Foreign Currency, Consolidation, IFRS 3 Business Comm, and Associate can totally give up to understand this counter.

Haha, you should bet on 2.85 for sure win. Supermx would have take up the bet if you say 2.85 instead of 3.0. Lol mistake mistake

wah 0.01 so close leh...gan jeong

AA is very complicated in term of its operation, shareholder combination and annual report. Somemore a lot of manipulation. The big boy draw the technical line without following the fundamental. So my advice is, sell and quit, dont come back, dont even observe and make yourselves gatal. Get some chicken and eggs company that is more easy to understand.

I remember, there is one time MAS saying they are going to move towards low cost strategy and AA management commented that is not a wise strategy for MAS based on Porter's Three Generic Strategy. This is what we called a first class world business kind of management. Good management really hard to find in Malaysia, all GLC and wait project drop from government and make big money.

Wah 2.99, this time really gan jeong.

Ask EPF la, EPF says in report that they will give out inflation rate + 2% as dividend for the next few years. They will definitely be more aggressive, in out in out to eat us small investor. Play on long-term fundamental you are safe

No need rush, let EPF offload first. I always tell myself "让子弹飞一会儿"

I look at GMT comment on associate share of loss, I know it will rebound.

They bought HC of course scare and keep call to sell la, actually the one selling is EPF. Here is for Chui Shui purpose, not for you to affect the 11% investor la, individual maybe less than 5%, impossible to move the price.

Agree with JN88, you call it "trapped" if contra, but for investment, I have generated dividend yield far more better than FD, not included the capital gain.

now estimate EPS 0.48 how to 1.50? PE 3 ah?

You all never experience the price fall from 2.3 to 1.5 then to 0.8, everyone in this forum scold rude word, only i quietly buy buy buy. after a year now become 3.x, then drop abit to 2.9, run la cabut la selldown la, all kind of comment, all on casino style. No wonder people keep lose money in share market. Play like JJPTR better keep money in FD la wei.

Sell down show? why you sell your HC before selldown? lol

xuewen, i advice you to buy on progressive avrg down method.

Wait EPF unload what they want first. Other GLC dying need to fire fight from AA

Supermx says the price will go down to 2.50, but he says he sell his HC now. Indicate what? lol

Lol, HC few days ago already 0.95 now only say want to sell bla bla bla. I dont believe la.

Different school, play long term dint look at daily chart. Between Stoch also cross 20 mah, indicate over sold

Election coming EPF sell so much.

EPF is selling thats why it drops, last week EPS sold 12m unit, foreign also on net sell. EPF can sell for many reason, it can be to support for other GLC, profit taking. Not necessary because of the company got something or what. TFK holds 33%, Foreign 51% EPF 5%, the rest 11%. You really think that those people went the seminar then the price up down up down like that? lol steady la, EPF will come back soon giving the dividend yield is higher now. Says the EPS is 0.4 (very prudent) PE 7, it wont drop below 2.8, if it drop below 2.8 just buy lo. Unless you play like casino in out in out hoping to generate 300% return, then i got nothing to say, its gambling.

Win-win plan = pick a company with good management, and avrg down, dont always play 1-2k and hoping yourselves so smart can catch the bottom, think that the moment you buy it straight go up. Like someone buy 2.80 sell 2.81, yeah, earned 1 cent.

lol, you did say the same thing when the price at 2.50, im used to it.

Fernandes was admitted as Associate Member of the Association of Chartered Certified Accountants (ACCA) in 1991 and became Fellow Member in 1996. He is currently a member of the Institute of Chartered Accountants in England and Wales (ICAEW).

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supermx2 Many of these so called expert like to use cash flow and all those financial jargon to justify their buy on this stock. Some even write blog...pui....If they are so damn correct, i bet all malaysia accountant will be billinaire by now. But why all those accountant still havent get rich?

if things are so simple as that, People like STC wont be stuck like what happend now.
30/05/2017 10:04

I still remember supermx keep call the share to holland when it priced at 2.50. You guys can ignore him. whatever price he will call sell. LOL. you thought the share price will go up straight line meh. Buy short term only play 1-2k unit la, you happy la like playing in casino. Long term people play >1000lot, that's invest. Anyone of you bought at 0.80 - 1.50 or not? No mah, I did.

Wah Mega sales, my avrg too low, time to averg up. Hehe, buy low so that you able sell high, I always did that for my win-win plan. Laugh.

Supermx2 bought HC and hoping to earn big from AA drop. Your sell call is totally unethical. With more than 50% foreign holding, investor in i3 can't even move the price. Call sell with no ground to gain on HC again is very naive and unethical.

So many people buy the stock and hoping it will go up straight without fluctuation. I average down from 2.90 to my current average price. Even buy at 1.43 0.80 lower than TF pp. 2.50 also got people ask to sell. After buy price drop just average down la, it's not trapped. Depends how you will it.

Going to drop over impairment losses

Malaysia Airlines Bhd carried 5.3% fewer passengers in the first quarter of this year (1Q17)
http://www.theedgemarkets.com/article/malaysia-airlines-carried-5-fewer-passengers-1q17-versus-4q16

Follow your logic, you can blame IB, they even TP at 4.1 to nail all newbie and novice.

N.Korea fired scud class ballistic missile and landed at the sea close to Japan. AA appear to stabilizing at 3.05 but geopolitical risk take place. Keep eye on big picture. Bought in last week at 2.92 will sell before it drops to support my win-win plan. Laugh.

May I know if IBs over-promoting since they call at TP 4

Since Icon8888 left this forum, I think you can stop mentioning him and move on. If you not happy with him, you can just solve your problem with him privately. This forum only for AA discussion, not for you guys personal vendetta. By the way, "over" is very hard to justify. in view of long term, AA is on up trend, from my point of view, there is no over. Otherwise you can call those IB over promoting as well since they TP at 3.75 - 4

Hedging make more sense in a operational sense, but it has to control the weight of hedging, some company goes full hedging, when the position turn opposite, it lose on current fuel price and also loss on hedge derivative, double impact like Cathay.

AA should plan ahead, now C919 queue very long, you want buy now also cannot. But i think the timing just nice to make order couple of year in future and replace those plane that is fully depreciated.

Intention for TF to sell AAC is very obvious. Because they want to sell of the old plane and buy cheaper plane like C919 which cost only USD50m compare to Boeing >USD90m. The plane depreciated 800m hitting on P&L, if the cost to lease the plane is about the same, its more worth while to do it. Selling off AAC will also dispose off some of the debt thus generating cash from repayment of debt and interest, but again the cash would need to use to pay the lessor for the plane. So the whole thing is square one. Just that without capitalizing the plane, AA would have more flexibility in controlling number of fleet.

In view of this, why other party may want to buy AAC?

I believe, its not easy to get the license to operate airplane lease business making AAC worth to buy. Track record on fleet purchasing maybe other reason. When there is sales of one company, the intangible value in the co can be realized, things like patent, right, track record.

Those cant wait 3 months better dont buy, can go elsewhere. Dont after buy kpkb here.

LOL TFK holding 60% at 1.80. How you sell at 3.04 to teach them a lesson? Those people talking without thinking

http://www.theedgemarkets.com/article/airasias-fernandes-says-itd-be-foolish-not-consider-c919

This is what i tell you Icon.

AA shareholder just bear with it, other forum is too quiet and inactive. Being one of the most active stock, sure got some people red-eye for dint catch at low price in last year at 1.xx and 2.xx then come here talk nonsense. Those who avrg price below 2.00 like me can just ignore them. They are tooooo lateeee.

Cathay pacific's losses is due to mistake in hedging of fuel price

Waiting to buy at 2.90

supermx2, have you sell your HC? lol

Two days ago I bought at 2.92, lol

“In generating returns for our shareholders, we hope to monetise our non-core assets and distribute a special dividend every two years. We are currently in final negotiations and will materialise the sale of Asia Aviation Capital, our leasing arm, very soon. We continue to work toward the listing of PAA and IAA and our training centre — AirAsia Aviation Centre of Excellence,” said Fernandes.