James Ng https://klse.i3investor.com/blogs/general/2020-12-14-story-h1538217573...
[转贴] [Video:浅谈AIRASIA GROUP BHD, AIRASIA, 5099] - James的股票投资James Share Investing
14/12/2020 7:44 PM

saupei la rm1 only issue buy call

spectre007 Shame on JP Morgan to have hired such low level thinking analysts. They should be fired

lol. please accept difference in opinion or u will never be able to make 1 cent in stock market

u didnt include 1 thing. the power of branding. the brand airasia has already stay deep in malaysian mind. the quote will forever buried in malaysian mind too 'everyone can fly'. branding is something u cant quantify.

privatise at this price? lol

Posted by Morpheus61 > Dec 11, 2020 9:50 PM | Report Abuse

Glovefinish, wait for the future, in 1 or 2 Quarters those recovery stocks will show decline in performance. Banks will be loaded with Non Performing assets. Wait for it bro

if i were you i would be more worried of glove sector. the most overvalued stock in klse based on future

gohkimhock Banking and construction counters will lead the recovery of Malaysia economy. Vaccine will come to us eventually. Nobody wants this pandemic to prolong. Think of your family members too

not only banking and construction. i think many sector has already on recovery track as seen in their market cap

bro tiong family throwing wor. still ask ppl buy

market rarely wrong. might not be one of them wrong maybe time havent come

im a glove broker. good luck

u seemed like a nice person. so ill try to be nice. u need to be more conservative. u said assume profit dont increase but u still put pe 15. pe 15 means the profit is going to increase.

secondly, i see no point in this article at all unless u can proof future glove selling price remain intact which i have high doubt as well as many other investors. topglove is priced at this price for a reason.


more and more newcomers are getting fda en455 and ce certs which they initially havent aquire which gave the big4 a whopping edge which also enable them to priced higher than their competitor. if u do not know what is it. its a requirement to enter us market and europe market. Once they can compete on a fair ground. do u think big4 can maintain its price.

which bring me to my next point. overflooding of glove. we all know that demand of glove increase every year. what happen when more competitor wants the same pie. i do not wish to talk about other country. malaysia alone we have glov master, at, comfort, rubberex, etc. ramping up production. theres more in vietnam and thai. what will happen after covid is over?

will topglove still be a non cyclical company which it was? does it has power to transfer the cost to consumer anymore? lets not talk about retaining the same selling price pre covid. as long as it doesnt squeeze more margin off topglove is already commendable. Topglove ambition to increase its asp is applaudable

talk so much c0ck no use bring out proof that asp will sustain. it has just dropped from its peak from usd8. i know because im a broker

your article is nothing more than a biased sugar coated empty coconut

- Assume the profits don't increase (they are expected to, but we will be conservative).

hahahahaha. u need to proof that their profit wont drop in the future. good luck

good article but this is more of a long term play.

demand is one thing the most important point is the selling price.

what does this counter has anything to do with tesla. lol

the fact that the price havent dive because there are still demand which temporary halt the price of glove from returning to its original. but this day will be over very fast. good luck

sry man truth hurts. recovery to normal period means selling price of nitrile glove will go back to pre covid price. this counter can have 10billion profit per year but so what. whats after that

soon 1 box of nitrile glove box will drop to us6 and its original price pre covid or maybe lesser due to more competition

condolence to retailers trap in glove stock. actual selling price has already begun to drop. it peaked at usd8+ now its usd7+

this forum is full of shlt lol.

after all weak holders a flushed out

hahaha. ur telling me u can time the market like a god. what if u have millions at stake 1 mistake will cause u everything.

Bro move on.learn f4om mistake

Sitting on 50% profit good run

hahaha no. nice try

samo50sg Sold AA at 2.8 in 2019. Made a profit. Then thrash talk others now?
Your history shows you go around alot of threads doing the same thing. Young pple these days. Sigh.

sold it at 2.8 and flaunt about it means nothing. average down airasia during the crisis and holding on to a good business means a lot more. not many ppl can do this feat

there is no way airasia will bankcrupt the only risk it has is dilution.

based on pe15; 32m annual profit tp: 84c +-10%

looking at his article i can deduce that jon is one of the most neautral and human investor in this forum.

anyone conducts a proper study on this company. it seems that this company was boycotted before when they decided to venture using their own brand. Any profit in revenue shows a good sign they may have succeed

the result okay i think will stuck at this price for another quarter

I thibk the only one with less than 60c average is me

I collect this stock that time u all still wear pampers

same goes to topglove current capacity 90% even at maximum its only 100%. build factory takes time. at the very least 1 year to be operational. by the time covid 19 is gone who knows.

even at max capacity i doubt their growth would exceed 15%. so its fucking overvalue

old news

overvalue sold

sold all.

i leave there for 1 y+ come back earn 200% edi. awesome

nearly double liao

Gonna sell all and buy airasia

My warrant 25cents gg

chill choivo great mind is hard to fathom

Gamuda by far one of my biggest position glad to hold long term

Superb result

This result rm2 also no problem

My rm95c duno hold how loong

Gg

i like joetay pick. can see what kind of person she is from her pick