Benedict, 這是I3investor的portfolio, 這個頁面最上面右邊算起第5個TAB. 個人覺得比很多交易所的都來的好用很多, 只是沒每次交易必須自己輸入數據.

er, for AA it should be a good quarter, i dun foresee any big surprise on this quarter. A decent result wil be satisfy, most important is whether the sales of AAC and special dividend and when wil it come true. as for now there is not much to worry of AA. BUT FOR SURE, Dont expect 800m profit like q1, half of it i will happy enuf...

SALAM, ya, you r rite =D lets wait for next week, cheers

and i still bullish for full year turn around and profit, the reason i sell is i think many people is over Optimist for coming quarter alone

icon, this only my personal opinion base on my own understanding. please feel free to share your view. i think the main problem here is the estimation of Avg base fare, other then tht,all other estimation actually quit similar compare to last quarter.

if my estimation on ticket price is right, and management not purposely add up any "special" item, it should be very close to my estimation, someway around breakeven. anyway, jus my personal opinion, and i can be very wrong :)

moneySIFU, ya, i know exactly how it feel =D cant agree more

说的很好对啊, 谢谢分享

thx kcchongnz advice, cheers!

money sifu point out the keypoint as i think. tony 2001 buy AA from drbhicom for rm1, for 2 737 aircraft,along with 40m debt. if base on this article calculation, one aircraft is worth rm0.50. The people make this kind of statement clearly is dun have enough knowledge of business and understand of annual report. he expected AAC buying all 43 aircraft using cash.

haha, i talk to lizard in my house 1st, i thk they dont have any objection if i sell them

how to post facebook post on here? new function?

thx icon =D maintenance and user charges combine tgt on previous quarter, and for FY16 Q1, they show in separate column, and i thk 270m wil be the norm in near future.( 160 maintenance and 110 user charges)

haha, not sure admin or sostupid itself deleted all his own comment...

世上沒有完美的公司, AA當然也不是. 依數據和事實提出觀點討論優缺點, 來判斷價值是好事. 所以我鼓勵反對意見. 不過以上分析太多不實, 必須指出.
"但是，關聯交易增加１１％至4,426,190.383泰銖，佔了營業額的４９.４％。"
這數據是related Parties Income+Purchase+Amout due to related parties(liabilities)+ amount due to related parties (assests)的綜合. P/L的income+purchase加上B/s的Assests&Liabilities去和Revenue對比, 會做出這種指控和比較可見對財務報表的認知非常有限.

希望可以看到比較有事實根據和有邏輯的反對意見.

是哦, 謝謝指教

=)

哈哈, 刚好今天有空又还没想到分享题材, 借题发挥一下

PeperPlane, 是我打错了， 谢谢提醒=D

310157500， 不知道要到哪裡投訴。。。

Hiu Chee Keong, Noted and thanks for your sharing. Cheers

其实整个AA group大方向都是Tony Fernandas在主导， 所有连号公司都要配合母公司的发展方向。 AAX最大的直接对手据我了解一直都是马航， qantas, 国泰， brunei等只是间接竞争者， 而且full Service Airline和Budget Airline的定位始终不同。 AAX 在别人暴涨时却需要集资， 帖子里一开始有大概说明过去两年来发生的事情。 很大程度是过度扩张和马币贬值所引起。

说Benyamin是万中无一就太夸张了， 不过在合理大环境下， 转亏为盈， 前景看好下， 相信股价会有一番作为。

当然我很可能判断错误， 不过现在就算局势有变， 只要不贪，也有很多机会小赚离场。反之局势正确， 上升空间很大。
所以我说着不是一只买了就能锁进保险箱好好睡觉的公司， 局势变化需要跟进。
当然 Bursa近1000只股票， 我们不一定要买这只， 按自己有信心的方式选择公司就好。

一天近1.3亿的交易量， 价格已经不是看我文章的股友们能左右的了。

it wont have great impact, yet. but i remain positive for airasia and AAX， after MAS lay off and restructure, is not easy for them aggressively expand and trigger the price war. after all, Khazanah is not going to throw their money in this big hole again and again. at least not before the 2018 election, i guess.

sayakamiyuki, thanks for your feedback, but next quater is 1st quater 2016, not 2nd, and 1st qtr 2015 base fare is 433, and base on their presentation, Q1 growth for Jan is 31%(load 81%), feb 20%(Load 82% up to 15th feb, half month) and 3 % (load 59%) for Mar, i add the graph and analysis at the end of my analysis. Wish can give you more info to decide. I think you misunderstand the 10% growth on load factor is growth of Base fare. Cheers!

哈哈， 沒關係， 論壇就是要有不同的聲音才有趣。其實只要自己懂得過濾， 知道自己能力到哪裡，也不用特意去爭辯誰是名師， 誰是冥師了。

highest growth doesnt always equal to best buy, there is so much other thinks we need to consider, share price, cost, efficiency land bank etc

maybe sometimes we found somethings worth to investing and deserve a try then current counter? all the long term investors include warren buffet and cold eyes do not hold "all" the counter until end of the world, selling some counter(part or all) if they see better chances is what they always do. however,always appreciate suggestion form you, moneysifu, different perspective help me improve my decision and help me think deeper. after all, making right decision and earn more money is far more important than look smart and pro in I3investors.

SAM for me always a long term investment, current price for me consider no risk, problem is i am out of extra fund... so, good luck for those with extra money to invest for long term

只是看到有趣的文章轉帖，並不是我的什麼心得， 不過還是謝謝大家的建議

the fact is tht if opec want to, they really can driil faster than now

electric car 不等於自動駕駛， 這裡主要指的是不用汽油發動的電池驅動車。

jimtph, you can get some idea from this link, 63.7 include jet fuel, marine and all form of transportation.

https://www.eia.gov/Energyexplained/?page=us_energy_transportation

Airasia in my portfolio already 3 yrs,buying price from 2.2 to 2.6, and from 2.6 to 0.82.sure i will continue holding it under this low oil price and 3.8Myr/usd rate

Chowkw, actually Oil alone is only 5% of total Electric generator, major contribution in the world is under coal which is 41%, and oil+natural Gas together make up about 25%, and renewable is catch up in face pace and stand around 16%

haha, however i dun c this will happen in 10 years time. so tenaga still consider relative safe play in current market.

icon， for oil percentage of oil aax n AA is better if u compare under barrel per ask, it was bcoz AA n AAx having very dufeerent position on oil hedge, AAX oil having larger percentage on ocst, so AAX benefit more under low oil price compare to AA. very informatic and detail analysis anyway, alwats appreciate your contribution on this forum.

the problem is nt about confidence, is they should buy above rm 2 for new share or buy 1.84 from the free market. as a long term invester, selling somethgs worth more then 3 at 1.84 is nt a fair deal. how ever i remain neutral on this. if the markwt value going double, a 17% dilute i wil close 1 eyes even i am nt totally happy about this

tomorrow AirAsia shares to be suspended from trading tomorrow pending material announcement!!!

if i am the shareholder of this bar, i will be very happy

Congrat every one!

MAA is cash cow, the problem always lie on Oversea affliate(TAA, AAI, PAA, IAA), Thailand stable and become another cashcow, if AAI, PAA, IAA, and new Japan AA stop Bleeding, the Cashflow(and Profit) will 10x more strong then now under low fuel price.

icon, good analysis, but jet fuel n crude oil price is diff, normally jet fuel is 10 to 15 usd higher then crude, u are using crude oil price for ur estimation.anyway, there is definitely a big save for airasia

not that bad if compare to last year, but sure we expect better result than this

@choop818 sure.

after all, every 1 take responsibility of their own investment result: ), cheers.

is subsidiary secure the contract, not mother secure the contract as my understand.

@TheRock for their production i really no idea, but i believe they having the ability to deliver as per schedule in long term. maybe stable this 2 quater and boast at 2nd half of next years. maybe stable growing every quarter.

no matter how, the 3.5b contract is there, they have to deliver, or they have to break the contract.

OR, the contract is fake, which i fell is unlikely to happen.

after all, that just what i believe.

icon8888 good sharing, for those ppl who not even bother to judge by the reason u share, just simply wish there is people give them the counter so they can blindly follow and earn big money, you can just simply ignore this kind of people.

as my understand, SAM get most contract from singapore 100% subsidiary Aviatron pte ltd. and there is not much inter company transaction involve. this my understanding. unless the Annual report is not showing some proper information. ( if there is 100% subsidiary, there is nothing much to manipulate)

mother holding by temasek, Customer by GE, Rolls Royce, Patty Whitney, Safran, Boeing, Airbus, i believe there is proper corporate governor, not likely to manipulate, anyway, personal opinion, in stock market u wil never know.

the problem is never abt the order, the order can only b strong and stronger.
the problem lie on how fast the company can increase the speed and capacity to get more order.
3.5b order need to double the current sales volume just able to finish all the order by 2020.

100% profit increase, solid report, as Property part i think Scientex is very few property counter not effected by current property sentiment