TG taking so long to spool up the turbo, will it all kick in at once when the short are covered

downside risk too high at the short team, any of those financing deals in discussion failed and it is going to collapse.

US and EU bubble have nothing to do with AA. AA market is in Asia and the market is on fire right now

TG move so slow. Supermx already turbo up to 6.1

TianChoi1 Airline brings multiplier effects to the economy.no government in the world will let their no 1 low cost carrier to go bust

never read about wow air? iceland let their largest LCC go bust

Woodswater that is only for US where over half are vaccinated and vaccine now available to all adults. The problem there now are not vaccine supply but demand.

US airline are operating under very different conditions from AA. Interstate travel were never stopped and they able to open alot of new route for leisure travel to replace bussiness travel.

And US FAA can now demand only vaccinated ppl can board airplane and there won't be drop in passenger since vaccine are so widely available

DickyMe this is not the tail end, the number are breaking records. if anything you better hope this is the peak of the pandemic, else the tail end would be far away

TianChoi1 Israel have almost finish vaccination but El Al are still in insolvency status awaiting government bailout. travels are still blocked everywhere, not a single travel bubble are setup for Israel. this is the state of Malaysia can hope achieve early next year, if there are not major disruption to the vaccination plan.

that shortage are already priced in. if there is a major second wave, it will trigger massive fear in the market. fear that will trigger a massive glove bullrun.

if this new wave reach China, gloves are going to the moon

sell gloves when it reach peak and buy back AA when it crash

this week gloves counter are taking off, next week maybe last chance to board, healthcare are the safe ship to survive this new covid wave

the price are not moved by retailer lah, now are the big funds buying as their switch out of recovery stock. covid fear is back and gloves are the safe ship to board

even when interstate allowed, it would be for vaccinated person only. even when phase 3 end next year, family still cannot go holiday as children are not vaccinated.

Sell all you recovery stocks and put in healthcare now. The rebalancing just starred. Covid fear is back

All gloves counters open turbo, big funds shifting from recovery stocks

TATA may be buying out AA India for cheap soon

Is it happening?

this double mutation is a game changer, very bad news to recovery stocks, get back to gloves

BREAKING: India records the world's highest single-day surge in Covid cases, with more than 300,000 new infections.

kossan already fly, TG turbo still spooling?

supermx already 5.7, why TG so slow

HK and SG travel bubble delayed again

they have been working on this bubble for a year and still cannot happen. the current only viable bubble are the ANZ bubble. Malaysia not going to open bubble with anyone anytime soon

breakout happening??

TG is lagging the other three, will it balance out slowly or all at once?

short term better switch to glove, Q1 result coming in. AA for sure going to losing big money, gloves are reporting the largest Q1 result in history. come back later

TAKING responsibility to right the wrongs? last few weeks people here insist it was all a geopolitical conspiracy by the CIA to frame TG for supporting China?

why would AA able to cut opex drasticly this year? it had already been cut to the bone to reduce burn rate last year.

the digital business may have revenue but unlikely any profit, look at Shopee and Grab, how many quarter had their generate net profit?

Better park money in gloves first, their price had come down from peak but this year are going to be their biggest money printing year, just look at kossan result.

After collect the huge dividend for a while can jump back in AA.

the dam at 0.9 going break at any moment

shopee have how many quarter of profit after 2.6 billion USD being dump in? Grab not even going to break even in 2022 after dumping in 12 billion USD.

how are AA going to make big profit from doing the same business?

RSS still got how many percent?

160k per day will take 5-6 months to vaccinate all adults, but family travel would still not be clear to go since all the children are not vaccinated.

Something not right, how can supermx price surpass TG?

Vaccinated Countries Wary of Relapse Stunt Air Travel Reopening

https://www.bloomberg.com/news/articles/2021-04-17/vaccinated-countries-wary-of-relapse-stunt-air-travel-reopening

Countries that have quickly rolled out coronavirus vaccines are only cautiously reopening for international travel, a sign it will take time for a hoped-for rebound in air traffic to develop.

U.K. airline capacity remains stuck at about one-tenth of 2019 levels, as the government weighs a May 17 target to restart international travel. Israel, where almost 55% of the population has been fully vaccinated, is preparing to welcome visitors in groups from May 23 if they can show they’ve had the jab.

Decision makers face a tough balancing act. A second summer in a row without significant air travel would deal a major setback to an already struggling aviation industry, and also to hotels, shops and restaurants that rely on tourism. Meanwhile, there are concerns that premature reopenings will help spread newer strains of the coronavirus and undermine progress toward slowing the spread of the disease.

MAS is a zombie company, you want to compare AA with MAS?

AA ticker not yet refund also, I got 8 ticket complaint for more than a year not yet refund

New MCO in Sarawak. Big AA market cannot open

Grab IPO in US for 40 bil USD, AA how to fight this well funded behemoth?

i cannot think of a better time to start a new airline than today. just one year ago when air travel are booming there are very limited landing slot, airplane have very long order backlog, experience staffs all have well paid job. Now landing slots are open, airplanes available, and alot of experienced pilots and staff are unemployed.

a new airline will start with much lower cost base to AA

US and Europe have good news but around Asia where AA business are located a new wave are raging among the major markets. China also won't open until at least new year spring. Even more bad new is that China CDC head said vaccine effectiveness are low and they are looking on mixing the two dose to increase effectivity

Europe is not relevant for AA. the real problem for AA is much closer, cases are exploding all around SEA.

Q2 confirmed gone case with cmco extended

https://www.scmp.com/news/china/science/article/3128479/china-could-start-easing-international-travel-restrictions-next

China will only start to remove travel restriction in spring 2022 after their have 70% vaccination. AAX can survive for another 1 year?

if using existing people sure always hang like their ticket booking system, everything high traffic hang

only 300 mil for a superapp? they want to compete with goject, grab and sea that can every round get 1 - 2 billion and keep operating at lost. AA need much more money to just keep up.

the 2 mil doses are for high risk group, they are not prime market for AA.

https://edition.cnn.com/2021/04/03/health/us-coronavirus-saturday/index.html

last Friday 4.08 mil doses of vaccine was administered in the US in 24 hours, the vaccination drive in the gloves largest and best market are progressing faster than planned.

Don't this the poker player can make bad bet? If just by being rich cannot be wrong in investment, Bill Hwang won't lost 20 bil USD in one week

What does CDC advice have effect in Malaysia? And no one was ever banned from traveling in the US unlike in Malaysia where crossing state border are still illegal to the vast majority

If Tony got such good digital business he can ask Masayoshi Son to invest not this poker player. Masa can drop billions and billions into AA if the busines modal is convincing