geary

geary | Joined since 2015-03-04

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2020-03-09 14:54 | Report Abuse

Probably half was hedged...@US 60...Short term...At this price Probably their hedging manager is negotiating another flexible hedge, maybe longer term...!!!
https://www.bangkokpost.com/business/482001/short-term-hedging-gives-airasia-flexibility-with-fuel

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2020-03-09 14:33 | Report Abuse

Aiyoo...Crude oil at this price...lot of condos...'lelong'...in KL busines district...In Dubai...project all stalled or defered...Oil revenue cannot support necessities...So whatever retained earnings needed to be drained...even from Petronas...and other companies related to upstream n midstream oil revenue. Shale cost is higher but normal oilfields are not lowered either. Below US40...Big headaches for most of them...!!!

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2020-03-09 14:11 | Report Abuse

Mr. Market is very sick these few days probably. ..Irrationality happening everywhere...So where is good FA...TA timing...n business sense analysis...EQ almost95%...Fear is everywhere...So at what point it will breakdown n at what point is the reversal...Human sentiments are very, very hard to understand...But there are ways to read or judge with your own gut n instinct...Nobody can advise you these...!!!

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2020-03-08 13:25 | Report Abuse

Next Quater...#Pros-Crude oil cost down...@>25%...Lease maitenance down...@25%...Leasing cost deferred...25%...Staff cost probably down...@12.5%...Right of used assets depreciation down...@7.5%...Teleport...Up...@5%...Airasia.com n Red Ventures...@Flat...#Cons...Sales n profit down...33%...BigPay down...5%...Assumption n Anticipation...So where are those people saying AA probably will lose 1.1B...Probably they don't know what business model AA is now doing...Probably they just sit and take salary employees...who never understand business numbers...only dead school accounting numbers they only know...!!!

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2020-03-08 12:02 | Report Abuse

Fed's Emergency Rate Cut Won't Save the Market | …: https://youtu.be/KxbGrfAv8vI

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2020-03-06 17:13 | Report Abuse

Ha...Normal correction for technology counter...Probably can reach...@12x PE mutiple...But unforseen circumstances can happen...if major economic crisis...Mr. Market can be very irrational...!!!

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2020-03-06 17:04 | Report Abuse

Ha...Mr. Market offers today is quite attractive...but to execute, most of the time there are variables to consider...of course FA is important n it's company business efficiency...TA is created by Mr. Market...So to buy n sell... it depends on each person risk appetite n free cash flow...plus cost of capital of the investment. Please set a target to exit to minimise your risk n lower your Cost...Good Luck...!!!

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2020-03-06 16:53 | Report Abuse

Hahaha...Mr. Market is in ICU...Wait for his recovery...then only you will see how high he can run up the mountain...when he is very healthy...hehehe...!!!

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2020-03-06 12:29 | Report Abuse

Ha...EQ... Mistakes...I think even the great Buffett, Druckenmiller, Dalio...also made mistakes...FOMO...But how to learn from mistakes n move on...That's a characteristic of a great investor...!!!

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2020-03-06 12:04 | Report Abuse

Ha...Gooshit already cutlost...when the crowd are Fearful they don't care about FA, TA n business sense...All 'Lari Kuat Kuat'...Then you just be patient n wait for your chance...I don't know the actual bottom...approximately...@0.50...0.60...!!!

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2020-03-04 16:53 | Report Abuse

Hehe...Today...Intraday short sellers...Run Road...!!!

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2020-03-04 15:07 | Report Abuse

Ha...Interest Rates are down...is the best stimulus...Bear=49/Bull=51...!!!

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2020-03-04 13:30 | Report Abuse

Analyse for yourself...Supply Chains need skills, infrastructures, raw materials, logistics, etc, collaboration altogether
https://www.gizchina.com/2020/03/03/apple-cannot-get-rid-of-china-iphone-11-is-difficult-to-produce-in-india/

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2020-03-03 17:47 | Report Abuse

Hahaha...Floor Value probably around...@0.88...Unless the two top insiders sold all...then you guys can get below...0.05...Bankruptcy declared...!!!

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2020-03-03 16:30 | Report Abuse

BNM cuts OPR to 2.50% as Covid-19 weakens global economy | https://www.klsescreener.com/v2/news/view/646260

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2020-03-03 15:38 | Report Abuse

Contra...Buy on Rumour...Sell on News...Why you never try EDEN or Thriven last Friday...?

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2020-03-03 15:29 | Report Abuse

EQ lessons from Buffett's...Invest in Cocker Spaniel management N Not Pitbull...!!!
https://sg.finance.yahoo.com/news/warren-buffett-quotes-from-the-annual-letter-215739887.html

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2020-03-03 15:16 | Report Abuse

Aiyoo...Gooshit has Histronic Personality Disorder (HPD)...he is smart...But EQ problem...Not dangerous in society...But destroying his own health in the long run...Any weakness just Add...Probably below...@0.55...GL...!!!

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2020-03-02 19:34 | Report Abuse

Aiyoo...Probably...Unforseen supply chains disruption affecting...@Notion...But looking at China scenarios...workers are going back each day...Sakura is coming 3rd week of Mar...plus business is picking up for Notion...plus latest positive news...Investing averaging up is better option...Good luck...!!!

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2020-03-02 16:14 | Report Abuse

Hold for...@180 days will be interesting...!!!

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2020-03-02 14:11 | Report Abuse

Don't worry...he will back in 3 months time...!!!

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2020-03-02 14:07 | Report Abuse

Ha... commodities stock are cyclical plays...So you need to play in a cycle of boom n bust...!!!

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2020-03-02 14:01 | Report Abuse

Walauyeh...So many strike at @1.00...you never strike...???

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2020-03-02 13:46 | Report Abuse

Ha...Too Greedy n Too Fearful...Sure lose $$$... That's the crucial...EQ...many people cannot control themselves...!!!

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2020-03-02 11:43 | Report Abuse

Ha...Added...!!!