thanks for sharing

is aircraft engine running

calow u speak out my concern. the soar on food counter after Budget is fishy. small investor beware and know what you buy.

"In terms of dividend payout, AirAsia have not been paying dividend since financial year 2013, hence it is a no no for dividend seekers."

i am pretty sure i received my dividend yearly from 2013...

Scientex definitely debt to equity lower then 5, u miss this one u going to cry

http://www.bloomberg.com/news/articles/2015-10-15/pratt-s-purepower-gtf-jet-engine-innovation-took-almost-30-years

their consumer packaging division going to explode with visible expansion(more then double on 2017 after new factory for BOPP). so you will c the balance between property and manufacturing soon.

Pleaes beat Magni today!

rohan, nice sharing, learn somethings news from u

kakashit， really appreciate your feedback every time. you are right, discipline is more important than analysis.

@James_owk i mean SNECMA， Pratt & whitney i am not sure isnt direct customer.

anyway, very detail analysis, thanks for your sharing

i think that is not true GE aviation generate 100% profit for 2015, tht list you show from annual report. from my understand, it mean "major customers"(with S), total sum of the customer more 10%. for example, it can be 33% each for 3 customer.

and from the contract rewarded from customer, you can see SAM received supplier award from SNECMA and get contract extension for EXTRA USD 64m on 25 June 2015

ubat kuat kuat

投资的概念开始的越早越好， 同意水星的看法

也沒有什麼感人煽情的故事， 就是想到自己不如父親一點一滴的積累， 提醒自己財務規劃越早越好。

expect high and special dividend same as this yrs is not realistic, however i am optimist on long term visible growth

I'm afraid so. You're entirely bonkers. But I'll tell you a secret. All the best people are.

lc, for short term is very high chance to occur huge exchange loss, but for long term i believe AA will overcome the problem.

Tee and Ong, thx for the feedback, u 2 mention the most realistic problem: capacity. and your point is true. they just can not boost their capacity and productivity overnight. Factory planing is under pipeline. and 2017 is less than 1.5 years away.i expected the sales growth will steady growth before that and boost after new plant set.

and furthermore, well and long establish company like GE, and Boeing, i dun see any reason they will giving huge order to the supplier without access their capacity and planing.

after all, some of the above is under my estimation, like Factory build and current capacity.

but the things for sure is their customer base and backlog order.

sure you can buy after factory set up completed, if you think the price will be down further before 2017, due to market slump. sure you can wait.

i have no position to suggest how you invest your money and i got no clue whether price will be even lower.

for me, i always bad luck in guessing and buying at lowest point, so i buy in when i feel it worth to buy, since the company provide clear picture of next 5 years improvement (mayb thats why i having big loss on airasia, haha)

and welcome to give more suggestion and discussion, this help me a lot to clear my mind and review my decision

most of the comment in quarter report just nonsense, they just writing for the sack of writing and audit requirement. the comment piss me off the most is " the Revenue lower due to the lower sales"... thats why i pay my respect to the company who serious explain the situation to their investor.

current Net margin average around 10% and improving after reach economic of scale(personal estimation)

haha, since u feel sorry, ur punishment will be help us pushing the price to rm8 on monday

i also wondering, they never publish announcement of new order on Bursa, only on their own website.

murali u going to be more famous...

haha, Icon8888, thx for u all for the info from AGM

icon8888 really got a big face, OTB also give u face

icon8888, ur icon is bull heat, nt pig head

up 70cents on june 22th, can today break this record?

5.15... today is crazy

Rosmah, if parents company decide increase their stack, public share hold will below 25% and it will force to delisting, again. hows the management planning on that?

haha, Icon8888， same here

base on their habit, they never share new contract sign on bursa, only on their own website. wise this time they will do on bursa annoucement

kakashit， 我是蛮喜欢红衣短裙的：)

Value of Airasia i will leave the judgement to all of you, after all, we are taking final responsibility and consequence of our own investment. i jus share all the info and figure i have and my thought, and wish to getting feed back to improve my judgement.you all is very welcome to give your opinion and i appreciate.

Stampex， if you are interested how AA fall to 0.85 u can read some of my old blog, the info is pretty rough and tht time i just start writing blog, but maybe can give you some idea of AA history

http://e-thg.blogspot.in/2014/08/airasia-2.html
http://e-thg.blogspot.in/2014/08/airasia3.html

這不好說， AIRASIA 45%是外資持有， 現在外資好像不要命的丟票， 國際股市環境又不好。 我自己是有點閒錢就加一點。如果覺得值得， 人家便宜賣， 我就買吧。 反正我是沒有買在最低點的命。

不客氣：）
tornado, great sharing, thx alot

謝分享

thxs for your sharing so far, cheers

Invester, thanks for your good suggestion.
will spend some time on that.however, SAM did not direct supply to boeing and Airbus, but supply to boeing and Airbus suppliers, monitor GE aviation sector can be a alternative, as i know since now their are not tape in Rolls Royce aircraft engine supply, yet.(GE & Rolls royce is the only 2 Aircraft Engine supplier i know so far) , there is another engine maker already SAM customer but i cant recall the name.

CFTrader, i think valuation maybe will come to clear picture after next Quater Report announce. lets just seat tight and see how SAM perform on that.
buy a grade A company at fair price sound like a good investment to me anyway.

haha, thanks kakashit, 股海无涯， 唯勤是岸

"Unique" annual report, like 心灵鸡汤：D, you should c last year annual report too

lc, u know more detail how the exchange gain/loss being calculated, i try few mathods cant match the number in p&L

hard to define their true "tourist" or come with special purpose

by the way, any source to check resin price?

哈哈， 做個記錄， 分享分享

i just tell the stat and interview result, hold, buy, or sell is personal decision base on your risk taking and judgement. Kakashit, cpng, i agree both of you can be right

= =kakashit, 你這樣我壓力很大= =

沒有投行跟進提供預測盈利的就沒記錄， 因為這是預測最低本益比， 不是現在實際的pe