Hahaha... Consolidation trends...Why?...Many people or real market valuation or reflexivity outlooks towards...AA...still in toddler stages... Analyse n Analyse...but too much analysis can really make you scare or dare not take calculated risks. A lot of probabilities...So just Invest n Hold...Be prepared n Patience needed...The euphoric sentiments will start probably next year...then you will see the real market valuation...Good luck...!!!

Hahaha... Positive FA is strong foundation...to launch a rocket...But the Key to open the launch is pivoting towards... TA...Supply and how strong is the demand... PENTA...No problems... hehehe...!!!

Added...@1.78...Below that...Q...Too...Long...!!!

Advantage....AA...N... Airlines business...!!!
https://www.forbes.com/sites/mikescott/2019/09/02/economics-of-electric-vehicles-mean-oils-days-as-a-transport-fuel-are-numbered/

Advantage...PENTA... VITROX...later on... ELSOFT...!!!
https://www.forbes.com/sites/mikescott/2019/09/02/economics-of-electric-vehicles-mean-oils-days-as-a-transport-fuel-are-numbered/

https://www.aerotime.aero/rytis.beresnevicius/23164-aircraft-leasing-explained

PENTA...EV...Leader's Edge...!!!
https://finance.yahoo.com/news/busting-myth-world-hottest-electric-230000308.html

Hahaha...Amazon of Travel...Uncle Buffett missed out Billions on Amazon... Probably he don't really understand before...Now Berkshire invested a bit at...73x...PE multiple...The moral of the story... Businesses are hard to fathom... especially an airline business so huge...N in these digital age...I think AA is doing the thing that other airlines just too slow to take the risks going forward. Business is are about calculated risks and probability...We shall see in 2 to 3 years from...Now...'Now Everyone Can Travel'... that's the logo that AA will implement going ahead...Good luck to those holding for longer term...!!!

https://www.bworldonline.com/airasia-phl-names-new-chairman/

Phenomenon Growth...!!!
https://auto.economictimes.indiatimes.com/news/industry/china-is-already-winning-the-next-great-race-in-electric-cars/70913402

AA-Growth in Pinoy...!!!
https://business.inquirer.net/278091/romeros-eye-control-of-airasia

Promising Earnings Growth YOY...!!!
https://www.thestar.com.my/business/business-news/2019/09/02/pentamaster-locks-in-rm238mil-sales

Growing Digital Age...Stable n Increasing Revenue
https://www.bloomberg.com/opinion/articles/2019-03-22/if-warren-buffett-is-buying-airline-stocks-competition-is-over

All-Electric Ferry...!!!
https://cleantechnica.com/2019/08/29/worlds-largest-all-electric-ferry-enters-revenue-service-in-denmark/

We are lagging behind...!!!
https://sg.finance.yahoo.com/news/jack-ma-says-12-hour-work-week-could-be-the-norm-071705864.html

Hahaha... Keep it Simple...All decisions are acceptable...Invest, trade or Sell...All depend on the person experience, knowledge n risk appetite... Everyone has their own choice n success or failure... it's our own undertaking n nothing whatsoever...GL...!!!

Future is Promising...But Not everyone has the Gut...To See...Past is Over... Present is to Analyse...Future need Gut to sense it...!!!
https://skift.com/2019/08/28/airasia-chief-tony-fernandes-takes-on-added-role-as-ceo-of-airlines-website/

Hahaha... Amazon of Travel...Now Everyone Can Travel... that's the future of AA... Don't look backward so much...80%...Must be forward n need lot of...Patience...!!!

https://www.visualcapitalist.com/the-25-best-warren-buffett-quotes-in-one-infographic/

Hehehe... AirAsia Group... Probably trying to restructure to be somehow like Virgin Group...Well...Need lot of patience...I think overall... Teleport...@>100%...others will increase proportionally going forward... Slapping a Liquidation Value...@12Billion...@3.60...!!!

How to value...AA...Now becoming assets light airlines business model...!!!... Probably study Uncle Klarmans 3 methods...!!!???
https://www.gurufocus.com/news/221448/seth-klarmans-three-methods-of-business-valuation

PENTA-NPV N Market Valuation are relevant- Liquidation Value/Cash Value- Irrelevant...!!!
https://www.gurufocus.com/news/221448/seth-klarmans-three-methods-of-business-valuation

All Seats-@20%-Off...!!!
https://www.thestar.com.my/news/nation/2019/08/27/airasia-offers-20-off-all-seats-until-sept-1

China stockpiling Gold recently...!!!
http://heartlandpreciousmetals.com/russia-and-china-furiously-buying-up-gold-as-a-global-currency-crisis-albeit-unstated-is-underway/

Automation/Autonomous/EV... Explosive Growth...@>33%...!!!
https://fortune.com/longform/electric-car-auto-industry-china/

https://www.channelnewsasia.com/news/business/trump-says-china-trade-deal-coming--beijing-calls-for-resolution-of-dispute-11842884

Seamless Flying Experience...!!!
https://www.nst.com.my/business/2019/08/516160/airasia-unveils-ava-seamless-passenger-travelling-experience

Learning from...'Sifu'...!!!
https://www.bloomberg.com/opinion/articles/2019-08-26/warren-buffett-s-quiet-but-his-philosophy-still-speaks-volumes

Hahaha...Added...!!!

Good... Advantage for ATE, FAS, EMS, OSAT...Spade Cards are for SEA countries... hehehe...Buy on Weakness...!!!...Be fearless when others are fearful...And please understand your own business...But there certain type of people who are so... desperate n headless don't know what they are doing in other people business...In Singlish... it's called...'KayPoh'...!!!
https://www.channelnewsasia.com/news/world/us-china-trade-war-deteriorates-as-trump-lashes-out-at-beijing-11838504

Promising...!!!
https://www.theedgemarkets.com/article/opportunities-pentamaster-seen-vcsel-technology-growth-electric-vehicles

https://www.straitstimes.com/singapore/transport/shell-rolls-out-electric-vehicle-charging-points-at-fuel-stations

Automation-EV...!!!
https://www.globalxetfs.com/future-of-transportation-is-autonomous-electric/

CGS-CIMB Research raises target price for Pentamaster on better-than-expected 2Q earnings | https://www.klsescreener.com/v2/news/view/568600

Hahaha... Target...@4.00...First with PE multiple of...>@25... Predictions of next two quarters... that's 2019... Financial result...@Feb, 2020...I think should be okay...with less Margin of Error...@>5.00...Hold...GL...!!!

Ha...PENTA... management didn't start to be complacent...like KESM, MMSV, AEMULUS... ELSOFT is diversifying a bit this year...so the results will reflect next year. Same like Inari, Gtronic. Before that PENTA was struggling to change...few years back...Now they saw it and conquer it...but technology can change very, very first...so they cannot have complacency attitude...in high technology business. Anyway now the world is in this Supernova age...so we are going to see many, many more gadgets n unbelievable machines, etc...Be prepared...!!!

Hehehe...@25% yoy increase of cash flow...What a fantastic earnings growth prospects...!!!...So how to buy company with above DY...20%...5 years return of capital. Probably you need to average down your cost of capital when price increase 50%...the best is 100%...become zero cost. Many people don't know when to sell...to lower down cost of capital...and holdings Cash...is...King...to wait for better opportunities...!!! Buffett holding ton of cash n equivalent...US121B... that's foolish it's...???...But he bought Amazon recently...PE...73x...???...Great business or otherwise...???...!!!

Hahaha... Probably there are people still in doubt...how efficient the management...in deploying company cash flow...creating more cash flow...they already deployed some cash for bonus share...But still have increasing cash flow. Probably they are more efficient than KESM...and even ELSOFT or VITROX. They are daring enough to venture first into these automation testing and system few years back. I think ELSOFT just started this year...and KESM n MMSV still lagging behind because of led n semiconductor slow down, due to trade war. That's why Investing in forward earnings growth prospects company can be very, very challenging. Either you win big...or you lose big or cut lost...!!! Some people just don't have the temperament. These are probably for younger generation...who are still working...n not for retirees...who need dividend. But in the long run... probably you will win bigger cash then just dividend yield... unless you can buy stock that give you...DY...10-12%...So your capital return will be less than 5 years. That's why...buy a wonderful company at reasonable price...your capital appreciation will be very much faster. So don't be a Fool...Even Uncle Buffett sold his holdings when price are unreasonable... hehehe...!!!

Hehehe...those who think... SuperPenta don't have earnings growth prospects... especially the guy who bought at...@3.65...Just Sell loh...!!!...If not after go down 3.00...He jumps down from KLCC...So many uncertainties at present scenarios...lot of risks...But PENTA is in what type of business model...???... Financial crisis n recession all shares will drop... It's not the downside... it's how fast the downside can be an upside... when you invest in a sunrise industry... Sometimes low price can go down lower...if you buy an earnings decreasing company. That's why Investing is looking forward n not backward...n can be very challenging...!!!

Hahaha...@Isv1977final...So.... optimistic...Not so fast probably...@4.20...Present PE...25x...@TTM...EPS...@0.168...Target Only...!!!...In two years s time probably...@7.00...if no other unforseen circumstances happening...GL...!!!

Uncle Buffett bought Amazon...PE...73x...So how he Analyse Amazon business model...???
https://www.channelnewsasia.com/news/business/buffett-s-berkshire-boosts-amazon-com-bet--attracts-ackman-11809784

US 2-yr.Treasury yield is higher than its 10-yr..Causing an inverted yield curve...a recession warning... interest rates need to cut again. Other then this scenario, plus trade war uncertainty, overall market Sentiments is in a yo-yo directions. Green quarter going forward... Probably...@3.88...is achievable...But still very mixed trends going forward. Keep this one... probably at least...@2-yr...Hold...!!!

Buffett's Wisdom...!!!
https://thriveglobal.com/stories/say-no-more-often-warren-buffett/

Hahaha...I think many people don't know how to differentiate between conservative earnings growth, erratic n cyclical earnings, negative earnings, plus above average n wonderful earnings growth prospects company. Of course earnings growth will stabilise at certain points of time, and these companies become matured n become conservative earnings, insync with GDP, n overall buying power from consumers. So there are PE n PEG for its market valuation, where the crowd will determine. For negative n cyclical earnings growth we cannot estimate its free cash flow. So probably you use its floor or cash, or net current asset value. For purely assets class like REIT, business trust, financial institutions, book value n Dupont ROA is appropriate analysis. Don't understand the business model it's better don't invest. Don't be like FOMO...Fear of Missing Out...!!!

Hahaha... Good...But be more conservative N think of Margin of Safety...Of course SuperPenta...Cash Flow growth is fantastic...We need to estimate its growth prospects...10-yrs forward earnings growth...Should be around...@22.50...PEG...that's PE/G...Must be below...@1.0...Maximum PE to be reasonable should be probably below...@27x...Put Value for fantastic earnings growth prospects company... TQ...!!!

Klarman on Valuation...!!!
https://investmentmoats.com/stock-market-commentary/value-investing/seth-klarmans-3-method-for-valuing-a-business/

Act of Protest...!!!
https://www.thejakartapost.com/travel/2019/08/12/in-act-of-protest-airasia-will-collect-extra-55-starting-aug-9.html

Economies of Scale...!!!...AA...Yes/No... hehehe...!!!
Malaysia Airlines joins peers in seeking JVs | https://www.klsescreener.com/v2/news/view/566342

Read N Learn N use your Intuition to Invest...!!!
Invest in sustainable earnings growth prospects company...!!!
https://www.businesstimes.com.sg/transport/charging-power-still-a-chicken-and-egg-gripe-for-electric-fleets

Cash is King...!!!
https://smallcaps.com.au/warren-buffett-cash-pile-lesson-investors/