KC Loh

lkc121 | Joined since 2012-04-24

Investing Experience Intermediate
Risk Profile Moderate

retiree with nothing better to do and watch stock go up and down, with a bunch of lovely coconuts to sell :)

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Stock

2013-08-18 20:38 | Report Abuse

Lion air in Indonesia is only starting to buy up spares! They don't even have enough for actual flights LOL

Stock

2013-08-18 20:34 | Report Abuse

Make another intelligent guess

Stock

2013-08-18 17:37 | Report Abuse

25 minutes is just benchmark shirley1. normally it takes up to 45 minutes to get clearance from airport authority!

with local flight, they can aim for this time around. but usually, safety measures are imposed by said regulatory authorities in respective airports.

Stock

2013-08-18 17:17 | Report Abuse

SKP Resources Bhd (SKP) is engaged in investment holding and provision of management services to the subsidiaries. The Company is engaged in manufacturing of plastic products which is carried out in Malaysia. The Company's subsidiaries include Syarikat Sin Kwang Plastic Industries Sdn. Bhd. (SKP), Goodhart Industries Sdn. Bhd. (GHI), Goodhart Land Sdn. Bhd. (GHL), S.P.I. Plastic Industries (M) Sdn. Bhd. (SPI) and Goodhart Technology Sdn. Bhd. (GHT). Syarikat Sin Kwang Plastic Industries Sdn. Bhd. (SKP), S.P.I. Plastic Industries (M) Sdn. Bhd. and Goodhart Industries Sdn. Bhd. (GHI) is engaged in manufacturing of plastic products. Goodhart Land Sdn. Bhd. (GHL) is engaged in letting of property and property holding. Goodhart Technology Sdn. Bhd. (GHT), is engaged in manufacturing of metal moulds. In July 2013, the Company acquired Anchor Impression Sdn. Bhd.

make an intelligent guess!

Stock

2013-08-18 17:02 | Report Abuse

Even Lance Gokongwei has acknowledged AA will be a big threat to Cebu Air prior to that. AA is the benchmark for most LCC airlines in this side of the world! This is significant coming from the son of the man whom many Filipino businessmen considered the savviest businessman in Philippines, John Gokongwei!

the double digit growth just proved their fears are realizing!

Stock

2013-08-18 16:34 | Report Abuse

looks like AA could spare planes for other places in distress. That's big boy for you! Wonder how Malindo is doing? oh, not enough load! 4 planes always standby! LOL

Stock

2013-08-18 13:42 | Report Abuse

As said, AA in transition of taking over Zest just like ANA is taking over AA's schedules in Japan. How come no more Malindo news from BB? Beaten down? LoL

Still waiting earnings report

General

2013-08-18 13:37 | Report Abuse

And service related companies commands a higher P/B usually...

Stock

2013-08-17 15:49 | Report Abuse

Oil rises past $107 on Middle East turmoil [Yahoo]: http://news.yahoo.com/oil-rises-past-107-middle-east-turmoil-203955440.html

Potential turbulence ahead. I am sure only AA affected, not Malindo which has yet to hedge their fuel :)

Stock

2013-08-16 23:29 | Report Abuse

http://www.webintravel.com/news/the-wrap-airasia-group-carried-99mil-passengers-in-q2-_3887

Alright, so now got the double digit growth % for Thailand, Indonesia and Philippines. I think we are looking at a nice 2Q coming!

AA increase of fleet will be justified.

Stock

2013-08-16 23:13 | Report Abuse

Wrote more in skpres -WA thread. I would say I concur with your thinking

Stock

2013-08-16 23:02 | Report Abuse

But just to let you know what Swarmy is coming up against, read the following excerpt :

Swamy said he has asked for a stay in the ongoing process of AirAsia India getting a no-objection certificate.

IndiGo, GoAir and Kingfisher Airlines had also considered a move, under the aegis of the Federation of Indian Airlines, to write to the government and oppose the policy of foreign airlines investing in start-ups but gave up the idea after no consensus emerged among Indian airlines, Mint reported on 7 August. Jet Airways, Air India and SpiceJet had not supported the move.

http://www.livemint.com/Companies/zYiFlvxIobwNK6kmKJl1iP/Chairmans-clearance-issue-may-delay-AirAsia-India-launch.html

I believe it speaks volume of the connection the Tata boys have on the government. In India, rules can change very fast for the rich and powerful as with other countries. Lets see his the approval and launching of AA develops

Stock

2013-08-16 22:42 | Report Abuse

http://www.thehindu.com/news/national/sc-asks-swamy-to-move-delhi-hc-on-plea-against-airasia/article5028982.ece

BB. Give you more news to digest on whilst we await earnings report! Make it a good one until Delhi hears Swarmy. SC not so interested to take kitchi mayong case until Delhi courts deliberates. Hehe

Stock

2013-08-16 22:06 | Report Abuse

!Oh sorry, it was greatdreamer who anticipated Bb's moves! Hehehe

Stock

2013-08-16 22:05 | Report Abuse

Radio announced, kcfan? Oh you sound positive! Hoping I am right in reading your post correctly! Hehe

Stock

2013-08-16 22:03 | Report Abuse

And HLX4U, you were right. He took the zestair bait and launched his tirade. Pity him, no more topic until given one by AA supporters! LoL

Anyone seen En. Ali's buffalo? Heard it was pulled by the nose! LoL

Stock

2013-08-16 21:53 | Report Abuse

Smart thinking

Stock

2013-08-16 21:51 | Report Abuse

All Caap wants is an Accountable manager! What is bullbear's problem? Hahahaha

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Stock

2013-08-16 19:38 | Report Abuse

If RHB estimates of earnings is anything to go by, BB just lost another avenue to brag or criticize AA's 2Q13. Wonder what he will say next. Flight cancellation check mated! Old news check mated! India entry check mated! What more? Tony's love life? Hehehe

Stock

2013-08-16 19:31 | Report Abuse

Small matter when TF's team helm zestair eventually. The factor to consider is they still want Manila landing rights. Accountable manager missing is the fault of Alfredo Yao, not Philippines Airasia. They are two distinctive entities as of now! I guess transition is already beginning. Teething problem and a small one for such a susuccessful group as AA. :)

Stock

2013-08-16 17:51 | Report Abuse

wow... i am being flagged. must be getting on idiot's raw nerves! LOL

as for Lion Air, they are losing Indonesia's market no doubt if double digit growth is ascertained in Indonesia. Its their own fault for neglecting their own safety records! This Malindo is basically a tit-for-tat against AA here in AA's home turf! initially looks a threat, but later, with hindsight of their rushed planning, i think they need capital infusions just to keep up with AA. Expensive game this! Advantage: AirAsia no doubt

Announcements & Events

2013-08-16 17:08 | Report Abuse

ends up 0.005 sens higher despite asian markets downwards trajectory. looks like next week exuberance will take over if nothing devastating from US tonight on more weaker earnings reports. Fed tapering is still a month away

Stock

2013-08-16 17:04 | Report Abuse

malaysian investors don't calculate like that! :)

Stock

2013-08-16 16:51 | Report Abuse

white is white and black is black. but if an idiot wants to say white is black, its his right in this forum. we can only debunk and let the whole world knows the definition of idiot! LOL

Stock

2013-08-16 16:50 | Report Abuse

hahaha.... you suppose to ignore them! LOL

Stock

2013-08-16 16:49 | Report Abuse

looking at the reaction to markets in Asia, i think SKPres is holding up pretty well, both mother and daughter. Looking forward to their upcoming earning report! TA & RHB (didnt read report yet) must surely have something they are trying to communicate!

Stock

2013-08-16 16:45 | Report Abuse

LOL.... why are you stressful?

News & Blogs

2013-08-16 15:58 | Report Abuse

but not our politicians! LOL

Announcements & Events
News & Blogs

2013-08-16 15:54 | Report Abuse

our jet fighters and submarines too some say :)

News & Blogs

2013-08-16 15:50 | Report Abuse

public debt high, but exposure less! but somehow in globalized world, you will be affected also, as Malaysia is a large trading nation!

better than Egypt la i guess!........

Announcements & Events

2013-08-16 15:21 | Report Abuse

interesting to note you don't see investment as serious work! :)

Announcements & Events
Stock

2013-08-16 14:40 | Report Abuse

need it to be a little bit more down :)

Stock

2013-08-16 14:19 | Report Abuse

Posted by greatdreamer > Aug 16, 2013 01:29 PM | Report Abuse
Keeping a pure bear or pure bull as a pet is definitely very dangerous..... However keeping a mix of both, then we are not so sure lor...

LOL

Announcements & Events

2013-08-16 14:13 | Report Abuse

just wait, TA's good report is but the starting. more to come from other IBs. but if those worried, no harm sell la if got better opportunities elsewhere! Nova, for example! LOL

Announcements & Events

2013-08-16 14:11 | Report Abuse

its the IBs that better start to worry! guess who bought 4.5mn warrants and the previous buyers? ours is but white peanuts!

old timers like Gan, i believe, plays fair! they are more concern handling down good legacy for their kids! That is why Warren looks for track records! His management for last 5 years is nothing but excellent!

Announcements & Events

2013-08-16 14:01 | Report Abuse

it is not illegal nor is it considered manipulation if sufficient notice is given to Bursa.

yet you see you are saying hostile takeover. little wonder why Gan is not allowing the selling of -wa without responding with a share buyback on his own capacity.

its all about perception. if he continues to sell without buying back dividend paying mother shares, how would the market interpret his moves?

Announcements & Events

2013-08-16 13:45 | Report Abuse

my opinion is, the selling of his remainder bonus warrants is expected when he bought more mother shares. I believe that this coming earnings will be strong and that it is in keeping with liquidity float of this stock.

as the conversion date is still far away, buying mother shares makes sense. it retains his control over the company, gets dividends, keeps investors/IBs happy and maintain a level he is comfortable with when the dilution comes in 2017.

if he keeps buying more mother shares, then you better start worrying.

Stock

2013-08-16 13:13 | Report Abuse

Don't worry about bullbear. He is a non-starter. The only reason we keep him here is we need a pet in this thread

Announcements & Events

2013-08-16 12:56 | Report Abuse

Last warrants directly held, sold! OK, onwards then and concentrate mother shares

Stock

2013-08-16 11:55 | Report Abuse

the logic is still simple, there are not enough planes! growth in passengers puts that to rest!

I still see AA swamp all over Malindo after the Indon IPO

Stock
News & Blogs

2013-08-15 18:37 | Report Abuse

Same old VT. Making money out of public shares. If he can list his dog,he will do it! LoL

News & Blogs

2013-08-15 18:35 | Report Abuse

Finally, IJM said it. Using scomi license to tender for infrastructure jobs! Boon for scomi. 60/40 perhaps?

Stock

2013-08-15 18:30 | Report Abuse

OK lor. Just take dividends and treat oneself in San Francisco steakhouse first lor :)

Waiting waiting.....

Stock

2013-08-15 18:15 | Report Abuse

Friday, expecting retracement! But TP 16-18 sens is possible in long run!

News & Blogs