geary

geary | Joined since 2015-03-04

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2019-06-24 20:27 | Report Abuse

Already anticipated bros...what we want is next year quarters and its...New contracts... that's good News...plus how to analyse its earnings growth prospects, its projected earnings growth, and for how long the new products will last, its cyclical nature, of supply n demand. Then only Mr. Market will vote it in the short run...n how much weight it has in the long run...good luck everyone...!!!

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2019-06-24 20:19 | Report Abuse

Ha...'Now Everyone can Fly' slogan for AirAsia is for the masses rich or poor. At the end of the day...well what's its market valuation...@2.00~3.00...Reasonable Price...@<2.00...Undervalued...@<1.33...Cash or Floor Value...GL...!!!

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2019-06-24 19:31 | Report Abuse

Worldwide average CASK for budget airlines...around US 0.03~0.04 cents. For full service arilines around US 0.08~0.09 cents. AirAsia is one of the lowest in the world for budget airlines. Other budget airlines challenging in this region are TigerAir, Jetstar, n Cebu Pacific. TQ.

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2019-06-24 19:18 | Report Abuse

Haha...Among world budget airlines...I think AIRASIA has one of the lowest average cost per available seat-kilometre...(CASK)...@$0.025...And its break even load factor is....@<55%. AA has average passenger load factor...@>80%. Only its cargo load factor...@<30%. That's why it is above average efficient...with an Average Dupont ROE...@<12%...!!!

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2019-06-24 18:16 | Report Abuse

Probably people in Malaysia heard about past story in Langkawi...where Princess Mahsuri...died and her blood is colour White... that's Langkawi was curse for how 100 years...!!!

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2019-06-24 18:13 | Report Abuse

Aiyoo...Yoo...!!!...these is what we call people living in Saha World...these are training n cultivating... that's why many Sages automatically reborn on Earth...to cultivate merit n virtue. The more you cultivate the more your mind is detached from all these impurities. Just look at how Lord Jesus Christ... suffered nailed to the Cross...Still...Love The World...!!!...And there are many past Sages died with flowing milky white blood... Irrelevant to stock market anyway...but still need lot of... Patience...!!!

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2019-06-24 17:58 | Report Abuse

Golden Cross...@082...Oversold Now...Added...!!!...Trader...Cut Loss...@0.75...!!!

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2019-06-24 17:54 | Report Abuse

Technical Rebound Possiblity~Bull/Bear~60/40... Present Market Trends...!!!
https://fifthperson.com/2019-elsoft-research-agm/

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2019-06-22 22:51 | Report Abuse

Why CVs don’t matter when it comes to success in life | https://www.klsescreener.com/v2/news/view/541736

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2019-06-22 22:29 | Report Abuse

Why CVs don’t matter when it comes to success in life | https://www.klsescreener.com/v2/news/view/541736

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2019-06-22 22:28 | Report Abuse

Wonderful Article for the Masses...!!!
Why CVs don’t matter when it comes to success in life | https://www.klsescreener.com/v2/news/view/541736

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2019-06-22 22:19 | Report Abuse

Why CVs don’t matter when it comes to success in life | https://www.klsescreener.com/v2/news/view/541736

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2019-06-22 21:19 | Report Abuse

Passenger load factor around 85%...Cargo load factor below 30%...This need to be more efficient...!!!
https://www.channelnewsasia.com/news/business/airasia-group-eyes-disruption-in-southeast-asian-air-cargo-11385230

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2019-06-22 12:43 | Report Abuse

BTW always set your own target to Sell...in order to reduce or zero down your cost of capital...so whatever your capital will be free shares or around 10-12% DY. If company don't pay dividend or other benefit...it is not worthwhile to Hold long term. Plus always analyse its fundamental, especially its Balance sheet, every year, for long term investment. If fundamental eroded just Sell. Or you have other better investment graded company. GL.

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2019-06-22 12:36 | Report Abuse

Ya...of course a new contract is good news...n the possibility is promising...so we need to analyse how the growth of sales, earnings n profit margins. Plus is it a niche n branded products...with long history of sustainable sales. Any increase in cash flow from operations is retained, book value will increase, so the growth prospects is important. Average PE, PEG, DY, ROE, ROIC, etc. Whatever product or service the crucial point is the demand, even though it has a conservative growth, in sync with GDP growth, consumer n industrial demand n supply. Lot of factors to consider. Discounted owner earnings is one the factor...but not 100 correct... valuation is an Arts n not Maths or Science...TQ.

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2019-06-22 10:51 | Report Abuse

Well...Price still reasonable...TTM...Undervalued...@<0.80...Fair...@<1.20...!!!

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2019-06-21 23:19 | Report Abuse

There are few factors influencing price or market valuation...the first n foremost is easing n tightening of credit of FED n private Banks...plus the nature of the business involved, that's is interest rates are different for different types of businesses and company balance sheets.

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2019-06-21 23:05 | Report Abuse

@wendyuong...BTW... it's around 2.73... trend reversal... that's the cross between two slow n fast SMA. Plus overall market sentiment is more positive...But you see how it's earnings going forward...I think probably it's positive looking at macro-economic factors for airlines. Good luck to you...!!!

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2019-06-21 18:09 | Report Abuse

Pivotal Point crossing...Up...!!!

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2019-06-21 18:07 | Report Abuse

Well...Still have to have positive quarter/annual...plus overall markets sentiments...!!!

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2019-06-21 18:03 | Report Abuse

Ya...good it's was indicated at...@1.05...the golden cross of slower 200SMA n faster 50SMA.

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2019-06-21 18:00 | Report Abuse

Hehehe... Golden Cross...50/200-SMA was at...@4.11...Uptrending...!!!

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2019-06-21 11:05 | Report Abuse

Liquidity~Easing=Bull~Tightening=Bear...!!!
Powell opens door to July rate cut amid uncertainty | https://www.klsescreener.com/v2/news/view/541324

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2019-06-21 10:58 | Report Abuse

Powell opens door to July rate cut amid uncertainty | Liquidity moves Markets~Cut=Bull~Up=Bear...!!!
https://www.klsescreener.com/v2/news/view/541324

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2019-06-20 16:57 | Report Abuse

Ha...Upcoming Markets Trends~Odd~Bull/Bear~75/25...!!!

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2019-06-20 12:41 | Report Abuse

Ya... Probably there...50-day SMA...!!!... Uptrending....!!!

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2019-06-20 11:57 | Report Abuse

Added... Undervalued...!!!

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2019-06-20 11:56 | Report Abuse

Probably around...@1.48...After 4th Quarter...@2020... Earnings growth will be excellent...!!!

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2019-06-20 11:25 | Report Abuse

Undervalued...@<0.82...!!!

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2019-06-20 11:16 | Report Abuse

Probably by 2019 Annual financial report...Price...@6.10...At present Undervalued...!!!

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2019-06-20 10:24 | Report Abuse

Aiyah... sometimes it's not proper to predict price movements...but from PENTA earnings growth prospects... calculated value around...@6.30...@2019 financial statements...@<4.20...Undervalued...in between is fair value...!!!

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2019-06-17 20:38 | Report Abuse

"Always keep on Learning...To keep on learning we must stay Hungry and stay Foolish," Steve Jobs.

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2019-06-17 15:44 | Report Abuse

High demand seen for green glovesLim: Company will emerge stronger on continuous improvements | https://www.klsescreener.com/v2/news/view/539222

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2019-06-17 15:29 | Report Abuse

Hahaha..."the crowd or many people agreed or disagreed with you isn't important...the important stuffs are your own analysis, data, and understanding of the business, the pros n cons, and your own judgement to buy at reasonable price," Buffett.

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2019-06-17 15:16 | Report Abuse

Pentamaster diversifies to broaden income base | https://www.klsescreener.com/v2/news/view/539236

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2019-06-17 14:23 | Report Abuse

Long-term investing is all about...Quality... wonderful company most of the time it's all about sales n earnings growth...in sync with consumer n GDP growth... sometimes no need to have exponential growth... that's for young company. Matured company the EPS growth is reasonable or conservative... plus below average capital expenditure...plus an average dividend plus other benefits. Usually for defensive business the 10 year average...Dupont ROE...@8-10%. For technology, cyclical, it's around...5 year...@10-12%. For financial institutions is more on ROA...asset play. Unless financial crisis then only you can buy at undervalued...but during certain correction...you must buy on weakness. Sometimes even good company will have some bad news, geopolitical factors or management crisis. So it's up to u to spot it...n invest on contrary to what others think otherwise. No need to look for 1,000 plus companies...just do your homework and analyse company from A-Z...,in BURSA...and select a few wonderful companies as your watchlist. There are only around 2% or 3% out of 1,000.

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2019-06-16 18:27 | Report Abuse

Sales n earnings is growing but can be erratic due to oil price n disruption in passengers load capacities. But overall capacity growth is around 20%. Average earnings against debts is almost reasonable plus long term debt to equity is okay. Well established budget airlines in Asia n challenging some national carriers a run for their money. Average earnings plus growth prospects, n future promising business development...this one should be...@>3.00...GL..!!!

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2019-06-15 19:31 | Report Abuse

Well...you just analyse probably around less than 50 companies in BURSA...these are almost the good companies...the rest are probably below average. But industry can change very fast...always read financial reports n business development n dynamic at least once a year for defensive business n every three months for technology, dynamic n cyclical business. Never take for granted your investment portfolios even though you invest in a defensive types of businesses. Learn more and know what is your Investing appetite...n stick to your own Investing mental models. Good luck to you...!!!

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2019-06-15 17:48 | Report Abuse

Well...what is wonderful business... it's a sunrise or defensive industry, sales n earnings growth prospects is sustainable n Uptrending gradually, Profit margins are usually above average around 8%... retained earnings, cash flow, and cash n equivalent are increasing year by year. Dividend plus other benefits also increase gradually. Debts are reducing plus the company seldom or never have to borrow much, plus negligible preferred share n private placement. Occasionally share buyback, its book value also increase gradually. Capital expenses is below 25% of cash from operations, plus depreciation n amortization are below 10%. That's its owner earnings is increasing year on year. Owner earnings is free cash flow in Uncle's Buffet investment thesis. Good luck n have a nice weekend. TQ.

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2019-06-15 17:36 | Report Abuse

Aiyah many people tend to overdiversify their portfolio. It all depends on your financial strength...but never diversify too much. When you bought VS or other stock...the first thing in your mind is how to further reduce your cost of capital. How to have a much higher Margin of Safety. During financial crisis what are the risks n its market capitalization. So try to reduce your cost of capital. You cannot depend on dividend...too slow...you must depend on capital appreciation. We don't know when financial crisis will strike. At present it's still...Bull/Bear...60/40 odds. But we never know...all these macro-economic fundamental changes very fast. So please think of downside first...think of your financial safety first... before you ever think of capital gains. In the long run when your Investing thesis is on the right track...your capital appreciation will come gradually from dividend, bonus, n capital gains. Don't diversify too much...only look out for wonderful or excellent business selling at a reasonable or better still an undervalued price. "Price is what you pay...value is what you get," Buffett.

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2019-06-14 20:09 | Report Abuse

"Wealth will give you reputation n respect n everyone knows who you are...but you are beginning to forget who are you...or who am I...the 'I' become less important n start to diminish n become zero," Gates.

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2019-06-14 17:00 | Report Abuse

Aiyah...not really the right time to resale their treasury shares... probably the right time for business expansion of new products...then it still go back into equity... retained earnings. Usually they do resale at euphoric price...now is a bit desperate...well they still have quite substantial amount of treasury shares...hope they will be more efficient next time. Aspion gave them quite some headaches...they must learn from the mistake n move on... upgrading their business acumen. TQ.

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2019-06-14 11:18 | Report Abuse

Ha...@wendyuong... Probably the answer is yes...But looking at management efficiency in their problems solving skills... probably it's 50/50...at present scenario. They need to reduce their outstanding debt or increase its cash equivalents. I think they can...with its strong sales n earnings n good cash flow. Plus they are ambitious in looking for new products to diversify earnings growth prospects. Below 30x PE is still consider reasonable... probably you invest little bit. Any weakness just attack...be your watchlist. GL.

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2019-06-14 09:44 | Report Abuse

Hahaha... patterns can be very boring at such a long time...and can be very exciting at a very short period...you can be so euphoric you don't know when to...Sell...Be Careful...!!!