arv18

arv18 | Joined since 2013-03-07

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News & Blogs

2013-06-20 22:04 | Report Abuse

Agreed. Don't play the fool with FX. You can lose EVERYTHING in 2 minutes!

News & Blogs

2013-06-20 22:01 | Report Abuse

The REAL short-sellers are the Propriety Day Traders. Don't pay brokerage and trade big. These guys are the ones responsible for providing "liquidity" or are supposed to anyway. I believe they work for the investment banks, but I could be wrong.

News & Blogs

2013-06-20 21:55 | Report Abuse

Not worth it. Better to open a small FX trading account with a small sum of US1000-US10000 to take part market downturns via currencies or commodities. It also helps sharpen up your risk management, and Technical Analysis (TA) abilities

Stock

2013-06-20 21:40 | Report Abuse

Other similar stories include:

Formosa Prosonic, Acoustech

KFima, Fimacorp

CEPCO, Incken

Stock

2013-06-20 21:36 | Report Abuse

Just like Batu Kawan and KLK. But not really.

Don't double up. Pick ONE, the stronger, better performing one and stick to it.

Stock

2013-06-20 19:47 | Report Abuse

Okay. Okay. Since no one here has the ability:

A) MAS is not Apple

B) There is no "Steve Jobs" equivalent for MAS

Hahahaha

Stock

2013-06-20 19:44 | Report Abuse

This is funny. Just replace "Apple" with MAS and you get a perfect analogy for what is happening...

http://www.youtube.com/watch?v=Qv1pvRDFFqs

There are two problems however:
A)
B)

Want to fill in the blanks. No prize for the wining answers unfortunately.

Stock

2013-06-20 07:27 | Report Abuse

that includes me. quite right. i am very delusional too.

General

2013-06-20 05:29 | Report Abuse

Go "Goreng" some pisang yourself you retard.

General

2013-06-20 05:27 | Report Abuse

Aussie dollar took a spanking. Down to 0.9280, from 0.9579 only 3 hours earlier. Not bad.

Stock

2013-06-20 04:30 | Report Abuse

1 or 2 SEN makes a WORLD of difference when it comes to DumbTag. Maybe you do have something to gain. I wonder if MAS will make it there one day.

Stock

2013-06-20 04:23 | Report Abuse

Lovely to see you here Alan. True to form, you are in the right place, as all delusional fools seem to congregate in MAS, KNM and DumbTag. Best of luck. Tomorrow ain't going to be pretty, but I'm sure trying to convince one or two small players to somehow magically "prop" up your sorry purchase is not going to turn around the fortunes of DumbTag or MAS for the matter.

TA specialist may seem something worth trading. I think they are better of playing L&G and Johan for short term gain.

But of course it is your hard-earned money. I think you should average down. It might make you feel better.

General

2013-06-18 05:44 | Report Abuse

KC, one more thing. Pretaining to good governance criteria, how did you arrive at a conclusion on a case by case basis?

General

2013-06-18 00:30 | Report Abuse

go to the MAS room you lazy bum. do you not know how to use the internet properly?

General

2013-06-17 19:50 | Report Abuse

And the greatest "value" investor has kindly provided a lot of his wisdom for free...

http://www.berkshirehathaway.com/letters/letters.html

General

2013-06-17 19:44 | Report Abuse

Welcome. May i suggest you ask yourself some very important questions before you begin. Don't reply immediately. They require some deep thoughtful answers

1. Why am I looking to invest (inflation hedge, excitement, friendship etc)
2. What am I looking to get out of investing (passive income, capital gain)
3. What is my investment time horizon (10 minutes, 1 week, 1 year, 10 years)
4. How much money do I have to invest (very important, as this is the amount you must be prepared to lose)
5. How much work/time do I want to put into this. Do I have a someone to help me
6. How many courses do I want to attend to gain knowledge
7. How many books have I read, how confident do I feel

General

2013-06-17 17:21 | Report Abuse

Hi KC. A big thank you for the spreadsheet and hard work you must have put into it. Please give me a few days to familiarise myself and update for a company or two and get back to you. Cheers!

Stock

2013-06-15 16:00 | Report Abuse

If you want to invest "long term", its YOUR money of course, but don't be surprised if someone here, like me calls you a sohai.

Stock

2013-06-15 15:57 | Report Abuse

For those to lazy to go to Wikipedia to read

First period of unprofitability[edit]
Prior to the Asian Financial Crisis in 1997, the airline suffered losses of as much as RM 260 million after earning a record-breaking RM319 million profit in the financial year 1996/1997. The airline then introduced measures to bring its P&L back into the black. For the financial year 1999/2000, the airline cut its losses from RM700 million in the year 1998/1999 to RM259 million. However, the airline plunged into further losses in the following year, amounting to RM417 million in FY2000/2001 and RM836 million in FY2001/2002. With these losses, the airline cut many unprofitable routes, such as Brussels, Darwin, Honolulu, Madrid, Munich and Vancouver.

The airline recovered from its losses in the year 2002/2003. It achieved its then-highest profit in the year 2003/2004, totaling RM461 million.

Second period of unprofitability[edit]
Regional services flown by Fokker F50s, such as this one, were once operated at a substantial loss.

In the year 2005, Malaysia Airlines reported a loss of RM1.3 billion. Revenue for the financial period was up by 10.3% or RM826.9 million, compared to the same period for 2004, driven by a 10.2% growth in passenger traffic. International passenger revenue increased by RM457.6 million or 8.4%, to RM5.9 billion, while cargo revenue decreased by RM64.1 million or 4.2%, to RM1.5 billion. Costs increased by 28.8% or RM2.3 billion, amounting to a total of RM 10.3 billion, primarily due to escalating fuel prices. Other cost increases included staff costs, handling and landing fees, aircraft maintenance and overhaul charges, Widespread Assets Unbundling (WAU) charges and leases.[14]

The Government of Malaysia appointed Idris Jala as the new CEO on 1 December 2005, to execute changes in operations and corporate culture. Several weaknesses in airline operations were identified as the causes of the RM1.3 billion loss. These included esclating fuel prices, increased maintenance and repair costs, staff costs, low yield per available seat kilometre ("ASK") via poor yield management and an inefficient route network. Under the leadership of Idris Jala, Malaysia Airlines launched its Business Turnaround Plan in 2006, developed using the Government-linked company (GLC) Transformation Manual as a guide.

The most substantial factor in the losses was fuel costs. For the period, the total fuel cost was RM3.5 billion, representing a 40.4% increase compared to the same period in 2004. Total fuel cost increases comprised RM977.8 million due to higher fuel prices and another RM157.6[14] million due to additional consumption. In the third quarter, fuel costs were RM1.26 billion, compared to the RM1.01 billion in the corresponding period in 2004, resulting in a 24.6% increase or RM249.3 million.[14]

Another factor for the losses was poor revenue management. MAS substantially lagged its peers on yield. Some of this gap was due to differences in traffic mix,[15] with less business traffic to and from Malaysia than to and from Singapore, but much of it was due to weaknesses in pricing and revenue management, sales and distribution, brand presence in foreign markets, and alliance base. Malaysia Airlines has one of the lowest labour costs per ASK at USD0.41, compared to other airlines such as Cathay Pacific and Singapore Airlines at USD0.59 and USD0.60[15] respectively. However, despite low labour costs, the ratio of ASK revenue to this cost was, at 2.8, much lower than Singapore Airlines, where the ratio is 5.0, and slightly higher than Thai International Airways[15]

There are other factors listed in the Business Turnaround Plan of Malaysia Airlines, all leading to the net loss of RM1.3 billion in the year 2005.

Third unprofitability[edit]
In 2011, Malaysia Airlines recorded a stunning net loss of RM2.52 billion due to rising fuel costs and mismanagement which was the largest in its company history. The company ceased operations to Surabaya, Karachi, Dubai, Dammam and Johannesburg in January, and ceased flights to Cape Town, Buenos Aires as well as Rome in February.

https://en.wikipedia.org/wiki/Malaysia_Airlines

Stock

2013-06-15 15:54 | Report Abuse

I am reposting this here for the benefit of novice "potential long-term investors" as a warning, and because I believe this is important information. This not DOES NOT apply to professional traders or short-term "hit and run" players.

Currently MAS MCap 5.54 Billion, therefore if...

MAS goes to 40 cents, that means MCap = RM6.68 Billion

MAS goes to 50 cents, that means MCap = RM8.36 Billion

So tell answer me, who has got all these BILLIONS to give all you retails investors?

And WHY would anyone pay a premium for the PRIVILEGE of competing with Malindo, AA and a sh*t-load of debt that never can or will be repaid?

>>>>>>>>To those considering themselves "long-term investors"<<<<<<<<

So what do you have to say to all those "Long-Term" MAS investor who have lost -75% of investment in the last 5 YEARS ALONE???

Why do you think Khazanah is still propping up MAS even though they know they'll never win.

ANS: It is too Politically Embarrassing to see a large GLC (why GLC, because Khazanah is GLC) company fail. Too many people lose jobs etc. Therefore must keep pumping money in.

And I'm not making this up.....this is a FACT

1 week 1 month 6 months 1 year 5 years
Malaysian Airline System Bhd -4.62% -21.52% -11.58% -42.72% -76.19%
BURSA MALAYSIA KLCI IDX -0.98% -1.99% +6.03% +11.17% +42.54%

To those saying I live in the past, I have only got to say that in the PAST, there was NO AA or Malindo. In that PAST, MAS shares not so DILUTED, by rights issues.

Stock

2013-06-15 15:38 | Report Abuse

Thank you. Someone finally someone using facts and figures to talk some sense. Thank you, SIR.

Stock

2013-06-14 22:47 | Report Abuse

Anyway. I suggest you seek some help from a counselor. Good night.

Stock

2013-06-14 22:43 | Report Abuse

AliCafe sucks. I don't like it. It taste funny because it has Tongkat Ali you nut-o. How else to get boner for the ladies. this drink, i hate, but the Arabs in UAE and Saudi, LOVE it. Why you think PWROOT shares have such a boner!

Stock

2013-06-14 22:41 | Report Abuse

I don't care mate. ask your doctor at the hospital. i just need to make money. so i look to invest in trustworthy companies. we can all be guilty of making the same CSL mistake in the beginning. so it is understandable you want to lash out. its is okay. but maybe you should write a letter to CSL management, SC, MSWG, Utusan or Star. somebody that cares, with the power to do something.

Stock

2013-06-14 22:35 | Report Abuse

If you want to talk about Nescafe vs Blue Mountain vs Java vs Colombian Roast vs AliCafe, you have come to the wrong website. I'm sorry to break the SAD news.

Stock

2013-06-14 22:33 | Report Abuse

Maybe a few of you need to seek help at the hospital. What on EARTH are you guys talking about? This is an investor forum lah. Not a restaurant recommendation page, or Groupon site.

Stock

2013-06-14 22:32 | Report Abuse

Aiyoh. Wether or not you like Oldtown food, coffee, their interior design, staff hairdo or CEO's wife is immaterial. What matters is their books, and the fact the market TRUSTS their books.

Stock

2013-06-14 22:27 | Report Abuse

O my god Hafiz. You've lost the plot. I feel sorry for you old chap. Maybe a visit to your local Imam or local hospital for some special treatment might help. You could also ask for stock recommendations in the MAS room. I really don't know what else to say man. I'm speechless. You need seek help!

Stock

2013-06-14 20:06 | Report Abuse

I guess the worse case scenario is still around a few hundred bucks. can't complain really hahaha

General

2013-06-14 19:38 | Report Abuse

email is nasa10100@hotmail.com

Stock

2013-06-14 19:26 | Report Abuse

Business Times today puts the bid by Affin @ 1.1 Billion. Down by RM500 million from the article in the Edge. Do these reporters even know what the bid is?? Who is their source, the corner-shop barbers ah???

General

2013-06-14 18:38 | Report Abuse

Yes please, that would be great. I also wouldn't mind knowing how you ascertain good governance, as you did in your high dividend yield stock post (in addition to the very valid point xingxian raised about RPTs). Cheers.

General

2013-06-14 18:16 | Report Abuse

@Jonathan Keung is KC promising a 100% guarantee with this analysis? Is he charging you a fee for this valuable knowledge? Why don't you take this time to do the sums yourself and see if it works out for you?

General

2013-06-14 18:12 | Report Abuse

Hey guys. KC has taken the time to show you how to do FA. The POINT of the Cold 5 Eye Yardstick is to enable you to make a quick "Cold" decision, without getting too emotionally involved. Whether or not a company is involved in RPTs is secondary to this initial analysis. Of course it is important, but that is not what is being discussed here.

Stock

2013-06-14 15:13 | Report Abuse

Then what the hell is my earlier post. Some form of NOT sharing ah?

As I mentioned earlier, this may or may not be a trap. Up to YOU to decide.

Be a man and make a decision.

Don't blame me if you lose. Don't thank me if you win. The decision is yours!

Stock

2013-06-14 14:58 | Report Abuse

Excuse me? Have you paid me 10-20K to do equity research for you???? Pick up a newspaper and do some reading you lazy bum.

General

2013-06-14 14:55 | Report Abuse

Thanks again. I'll do some research online. Cheers!

Stock

2013-06-14 14:16 | Report Abuse

Policy is to boycott all VT companies etc. So sorry. Can't help you out.

Stock

2013-06-14 13:17 | Report Abuse

Hello! M&A by Affin and AMMB

Papers are saying RM 1.4 - 1.6 billion. Therefore between 5.26 - 6.01 per share

Market is saying the price won't be any more than RM 1.2 Billion

Is this an arbitrage opportunity or arbitrage trap? That is up to you to decide.

General

2013-06-14 08:53 | Report Abuse

Thank you very much. I was wondering about this myself. Can you recommend a good book, with Excel templates for working our ROE, WACC etc, like you do?

Stock

2013-06-14 08:33 | Report Abuse

Since you've nothing intelligent to add. We'll just write you off as a waste of space and time. :) Hahahahaha

Stock

2013-06-14 08:27 | Report Abuse

As I said GRANDPA, if you have nothing to INTELLIGENT to add, don't be a sohai yourself.

@pirate99 AGREED. I will drop the racial crap. It is not healthy. Sorry

Stock

2013-06-14 08:12 | Report Abuse

I am reposting this here for the benefit of novice "potential investors" as a warning, and because I believe this is important information. This not DOES NOT apply to professional traders or stubborn market suckers (alkop, syed, idiots & co)

I repeat for you benefit. This not DOES NOT apply to professional traders or stubborn market suckers. That can also mean short term traders, hit and run traders etc. BUT NOT people considering themselves "LONG TERM INVESTORS"

And you just joined. So unless you have got something intelligent to add, stay out of it grandpa.

Stock

2013-06-14 02:36 | Report Abuse

FYI, alkop and syed are planning to open a new investment house - sohai & sohai partners whereby they will invest your life savings for you in MAS shares - they guarantee, a 10000% RETURN on investment with this clever play .... its like mission impossible .... should you chose to accept this mission .... hahahahaha

Stock

2013-06-14 02:30 | Report Abuse

I am reposting this here for the benefit of novice "potential investors" as a warning, and because I believe this is important information. This not DOES NOT apply to professional traders or stubborn market suckers (alkop, syed, idiots & co)

Currently MAS MCap 5.54 Billion, therefore if...

MAS goes to 40 cents, that means MCap = RM6.68 Billion

MAS goes to 50 cents, that means MCap = RM8.36 Billion

So tell answer me, who has got all these BILLIONS to give all you retails investors?

And WHY would anyone pay a premium for the PRIVILEGE of competing with Malindo, AA and a sh*t-load of debt that never can or will be repaid?

>>>>>>>>To those considering themselves "long-term investors"<<<<<<<<

So what do you have to say to all those "Long-Term" MAS investor who have lost -75% of investment in the last 5 YEARS ALONE???

Why do you think Khazanah is still propping up MAS even though they know they'll never win.

ANS: It is too Politically Embarrassing to see a "Malay" G-L-C company fail. Too many people lose jobs etc. Therefore must keep pumping money in.

And I'm not making this up.....this is a FACT

1 week 1 month 6 months 1 year 5 years
Malaysian Airline System Bhd -4.62% -21.52% -11.58% -42.72% -76.19%
BURSA MALAYSIA KLCI IDX -0.98% -1.99% +6.03% +11.17% +42.54%

General

2013-06-14 00:55 | Report Abuse

you know what they say about ass-holes and opinions right? ... everyone has got one hahahaha

General

2013-06-14 00:54 | Report Abuse

where got crystal ball meh? hahahahaha

i don't concern myself with politics. same reason i don't buy china stocks hahahaha

:)

Stock

2013-06-13 23:59 | Report Abuse

why did they not wait for WIMAX, LTE battle to be over before investing in a Telco???

and why so arrogant, thinking they can eat into Maxis, Digi and Celcom??

whoever gave them this crazy idea to start a Telco is swimming with the fishes in South China Sea....

Stock

2013-06-13 23:44 | Report Abuse

actually i can't say one bad word about Digi after VT sold it (thankfully for Digi investors) to Telenor.

Stock

2013-06-13 23:41 | Report Abuse

yeah. great company. but where is the growth story? unless we start giving mobile phones to every baby being born .... wait a minute! that sounds like an excellent idea! :)

again it depends on what you are looking for as an investor. there is still a good dividend and an amazing team @ Digi. so you should always feel safe and in good hands here.

if Digi puts together a 30GB LTE package, i swear i will leave P1. actually, that will be the death of P1.