AA need to budget for all the refund now that MAVCOM finally doing it's job to order refund.

The expiring warrant got how many still in the money?

Anyone inside the telegram group? How is the situation over there?

Buffet will never invest in glove because it is a industry with low barrier to entry

What happen to all the share that TG bought back at RM 6. Will declare as lost?

TG got warrant still in the money?

Those bursabet diamond hand that buy at RM 7 what to do now?

The telegram group still HOLD?

Queue at 3.5, JP target price not lie

Mavcom finally doing their job AA need to return money for canceled fight and not force ppl to take useless credit

Singapore travel bubble likely to keep getting delayed as cases pop.up. just see how long the travel buddle with HK never got going. Even Australia and NZ with consistent zero or low case have problem with their travel bubble.

Israel vaccined to the level Malaysia will reach next year, air travel are closed.

When demand return to pre pandemic level in 2024. AA still have problem returning to the profitability level in 2019 due to it being saddle by debt it taken on to survive

Aviation will take until 2024 to recover to pre covid level, this is not some random speculation. It is the forecast by IATA

travel will start only after vaccination because other countries would demand only vaccinated ppl can enter.

if you consider the leisure travel market in malaysia, which age group is the largest customer? the second phase from April to August cover 9.4 of those that are over 60s or have medical condition.

all the young and healthy people age 18-59 that are the prime travel customer would only be vaccinated from May to Febuary next year.

US and malaysia market are operating under completely different situation. Leisure travel was never stopped in US. the airlines launch many new route for leisure travel. how many new route have AA launch since 2020?

also the vaccine timeline is also different, in malaysia the first phase until April will be vaccinating only 500k ppl.

In US the current daily rate is 1.6 million dose with 10 - 15 million weekly supply. by March the supply will be 20 million, 30 million in April. By July there would 4.5 million dose per day. so 300 millions american would be fully vaccinated by July.

Saudi have much less case than Malaysia and they are on the list. The list can expand at anytime

https://www.scmp.com/news/china/science/article/3122372/coronavirus-china-orders-travellers-spend-14-days-quarantine

China now require 14 days quarantine before flight in addition to 14 days quarantine after arrive in China.

no chance for leisure or business travel to resume with this condition

Once break 6 shortie going to push hard gain this time go bellow 5

what happen to all the bursabet ikan billis that chase high at 7? already cut lose or hold with diamond hand?

also during 2020 leisure travel in US was not stopped like in Malaysia. business travel ended so the airlines started a lot of new leisure travel routes. now US are vaccinating at 1.7 million doses per day so summer travel season are right on schedule. there is no point to compare the prospect to AA to US airlines.

Malaysia until April would only have dose for 500k ppl. US per week supply is 13.5 million dose

yes old people in US now will travel, but this have nothing to do with AA. AA operating in a markets that have not even vaccinate 1% of their population.

Post removed.Why?

The vaccination rate in Indonesia need to be more like 1 million per day for such a big country if they are to finish by end of this year

UK are vaccinating at a fast pace, more than 400k doses per day from 1500 sites. UK also have on order vaccine doses that are 5x their entire population . Malaysia have not yet started vaccination and initial rate is expected to 75k per day

AA diversifying mean sure make money? is there proof that the non core business are even making money? it is a bad sign when a company gone away from their core competency to chase hype driven ventures.

You all want to keep proping up the price so that big fund can buy PP and sale immediately to get 10+ cents profit?

south east asian countries other than Singapore need 12 - 18 months to vaccinate to the level of herd immunity, The US and UK are on schedule to reach herd immunity during the summer. so how can we recover faster? anytime when new outbreak started the gov will use the same playbook of implementing MCO which mean interstate travel stop.

US and UK planning summer travel because they have vaccine. Now averaging 1.3 mil doses per day to be raise to 1.5. leisure travel also was not banned like in Malaysia . The two market are very different operating reality. The vaccination program not yet started in Malaysia and the gov at anytime can close down interstate travel for several months

Q1 21 would be much worst than Q4 as interstate travel ban are fully in affect and wipe out the peak travel season. at the start of Q4 the tourism ministry was trying to revive the industry and more people that Q3 got to travel.

The Forbes article are talking about US airlines. US airlines are actually adding a lot more new routes for leisure travel while business travel drop to almost zero.

How many new routes have AA launched?

how is a load factor of 72% a good news, how can AA not lose money at this load level?

So how much money did AA lost in Q4? What time will announce?

Fake rebound to trap ikan billis

The travel buddle to Indonesia will stop quickly, the worst outbreak in SEA are in progress there.

Biden invoke Defense Production Act to produce gloves in the US, bloodbath for all gloves counter soon

revenge spending depend on people having money to spend. there are millions of consumer in Malaysia that have their financial position seriously harmed by the various lockdown.

Who said China are unaffected? all the big airlines in China are losing big money, the aviation and tourism giant HNA just gone bankrupt. China are not going to let anyone come in without 14 days quarantine anytime soon, no leisure travel to China are going to happen until quarantine rule are dropped.

the situation for US is different from Malaysia market, in US all the airlines are now recalibrated to open new leisure travel line since business travel stopped. In malaysia both leisure and business travel are stopped. people cannot move between states, that is a complete different operating environment

bursabet are just people screaming about hold the line so they can sell their position

And Israel also just shut down all air travel. Vaccine working does not mean air travel will return before 2024

AA group go into other business, but are those business profitable or loss making? most of their competitor in e-commerce and fintech are losing money to gain market share. AA as a new comer must spend alot of money to setup their operation and fight for market share

Glove are not like coca cola, don't make me laugh. Glove production have low barrier of entry. While coca cola is the super brand built by decades of brilliant marketing. Glove have no brand identity

no one is shorting this counter lah, only people that screaming hold the line for them to sell first.

Bursabet why not yet push this counter to the moon? How long before RM 70?

ikan billis getting slaugther on wall street now, tomorrow will be bursa.

The travel bubble are going to be between rich countries for one or two years

The countries that have herd immunity are not going to open travel to countries with low level of vaccination.

Whole world will be vaccinates in October? October 2022 also unlikely to happen. by October only the rich countries are likely to be vaccinated at a high level. travel unlikely to be return to something like normal until 2024

cannot be slow, must be to the moon immediatly