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2017-06-21 12:16 | Report Abuse
Mr.Pouper : https://klse.i3investor.com/blogs/kianweiaritcles/125716.jsp
The above article mention it . To sum it up :
Fernandes went on to say that AAX's financial turnaround is well on its way, noting that "second quarter will complete it".
"The 3rd and 4th quarter will be best ever quarters (for AAX)," he added.
2017-06-21 08:51 | Report Abuse
In that Ibi_Chan article, it means competition with Arabs airline - Qatar , Emirates and Etihad. The model is working but Arab airlines are heavily subsidized by their government / King.
2017-06-21 07:48 | Report Abuse
I think they mean not to go to Europe directly, but via other countries , feasible to go. And 2nd. they dont have the right planes to go to Europe at the moment. Airbus NEO which will gives at least 14% profit margin will only be received next year.
2017-06-21 07:45 | Report Abuse
P/E wise , Airasia is more attractive. Potential return wise (in term of %) AAXis more attractive especially when TF said Q3 and Q4 would be the best results ever.
2017-06-21 06:04 | Report Abuse
Oil price is tumbling . In fact, it touches USD 42 per barrel before going back up to USD 43.
https://finance.yahoo.com/quote/CL=F?p=CL=F
2017-06-20 09:12 | Report Abuse
Alright Avangelice... no problem at all. NewInvestor17 is destroying himself bit by bit from within psychologically, emotionally, spiritually, and financially. I pity him. A big headed Singaporean cant discuss objectively. I realised when he said " it was a good gamble for high risked individuals" .
NewInvestor17 is different in nature - He is a gambler. We are investors. NewInvestor17 why not change your nick to NewGambler17 ? , and from now on..... I will assume that you never exist in my world even when I see your comments in this forum.
2017-06-19 22:52 | Report Abuse
Ok lah, I dont want to pick up fight anymore, I am going to pray the whole night. This is a blessed month. Bye bye bye.
2017-06-19 22:48 | Report Abuse
NewInvestor17, my article is already linked on the "Market Buzz" and "Headlines" of Ablegroup Bhd.
https://klse.i3investor.com/servlets/stk/7086.jsp
See it for your self.
2017-06-19 22:44 | Report Abuse
NewInvestor17 , how much money did you make from Ablegroup ?
2017-06-19 22:41 | Report Abuse
Hahahahaha hohohohoho hihihihihihihihihihi . I love your harsh language because sweety you just make a fun of yourself by uttering harsh language.
2017-06-19 22:33 | Report Abuse
Similarly, it is stupid to condemn a company continuously making 6 quarters of profit like AAX.
2017-06-19 22:32 | Report Abuse
My article gives new investors a lesson on how to use P/E Ratio and NAPS and profit trend. You ask for lesson, so I give you free lesson.
2017-06-19 22:30 | Report Abuse
Whatever you want to do you do, AAX is a profit making counter. Dont you realise, it is stupid to promote 8 countinous quarters of loss making counter ?
2017-06-19 22:10 | Report Abuse
Newinvestor17 .
I dedicate this article to you.
https://klse.i3investor.com/blogs/radziarticles/125729.jsp
2017-06-19 21:01 | Report Abuse
hahahaha hihihihi huhuhuhuhuhuu stupid newinvestor17.
Tony Fernandes says no KL- London flight. He does not say no KL-New-Delhi-London flight.
Tony says no ultra long haul flight Breaking the ultra long haul flight into two long haul flight means KL-London via Delhi or KL-London via Dubai is feasible. hohohohoh hahahhahaha hihihihihi. Read the article carefully. But of course not any time soon. Because latest AAX Neo will only come in 2018 , not in 2017. Understand what Tony says in term of time line... hihihih hahahaha hooohohohohoho.
And the last paragraph from Tony in that article says :
"Fernandes went on to say that AAX's financial turnaround is well on its way, noting that "second quarter will complete it".
"The 3rd and 4th quarter will be best ever quarters (for AAX)," he added."
2017-06-19 16:19 | Report Abuse
In 2016 , most IB @ FM are laggard. Because AAX has been making continuous losses for 8 quarters, they just did not bother to see the changes in macro economic factors that would turn AAX to record RM 200 million profit per quarter for Q4 2015. There is where , I made my big profit.
Today, the IB@FM lead the valuation. Most of them give between 50 sen to 57 sen valuations. And 50 % gives BUY recommendations, 40% hold recommendation and 10% sell recommendation. But the price just stick at 42 cents. So, if AAX really makes good profit in Q2 and Q3 , price definitely will shoot up with IB backing.
2017-06-19 16:01 | Report Abuse
Hi HoldingKing, need time to do that . I need to understand revenue stream of tunepro, and the cost structure ....It would be interesting because tunepro is related with AA.
2017-06-19 12:12 | Report Abuse
I am in Raya mood. Not interested to pick up any fight. 2nd. quarter is traditionally toughest. Third quarter which is less than 6 months from now would be better.
Kama has made a bit mistake. If I am him, I would converted all USD revenue to MYR in March 2017. It is a simple gamble that MYR is going to appreciate over time after all good work done by Bank Negara, 1MDB news slowdown, and better macro economics result of Malaysia. Having not done so, AAX would lose on exchange rate advantage this coming quarter. They may realise it in Q2, and do the remedy action in June 2017. This is a management decision and may affect AAX result in Q2.
Anyway, as the Group CEO, Kama, knowing that exchange rate and fuel expenses would affect 75% of variation in AAX profit before tax, THE GROUP CEO MUST have a mobile dashboard that had the latest information on both variables, news that may affect that two variables and predictive stuff that could help him make decision. This is one of the few important matters to look carefully everyday and if needed, required emergency meeting for agile decision making.
If the Group CEO have problem getting that dashboard, he may contact Radzi. I have a very excellent team of programmers that could help out. Even if Malaysia programmer cant handle it, I can outsource it to Indian and Iranian programmer. No sweat.
2017-06-16 16:04 | Report Abuse
NewInvestor17 will start to talk when Call-warrant is going to expire. Believe me , in 1 week time he will talk more frequently.
2017-06-16 12:50 | Report Abuse
newinvestor17 has a lot of account. He use this account to chat about AAX, he used other account to chat about other stocks. He did this because he does not want people to sabotage his stocks while he sabotage other people stocks. But, I will tell the truth Ablegroup and MUI are bad counters . If you buy that counters, sure kiok one.
Drop dead gorgeous.
2017-06-16 12:43 | Report Abuse
Hahahahaha, NewInvestor17. If you can understand correlation coefficient, it correlates with 75% of the variables used. The system can not predict internally how the management is going to manage and what it will do if they manage the company differently from the management during which the data is collected. For example , if Tony Fernandes ask Benj to siphon RM 200 million of AAX revenue into AA account, no system in the world can do, right.
2017-06-16 09:42 | Report Abuse
As you know, stock pattern is 10 years. 1988-1989, 1997-1998, 2007-2008, ...... 2017 or 2018 ?
88 - commodity problem , high interest rates.
98 - World currency crisis.
08 - America subprime loan
18 - I reckon oil related crisis.
............................
Oil has been high flying since 2003. 15 years of bull market. In 2017, oil starts to show weakness even after Qatar isolation event that should push the price up. Most crisis starts in 2017 and exploded in 2018. We have to wait and see. I just anticipating.
2017-06-15 16:53 | Report Abuse
Hahahahahaha you are so funny newinvestor17. My website is on the story of rude behaviour of newinvestor17.
2017-06-15 13:49 | Report Abuse
Hi Bing , God does not decides on the share price. People does. If Khoo Kay Peng keep on selling ( even because he want to pay small matters lawyer fee), then he is the one that caused the share price to drop. My principle , dont buy when major shareholders are seling.
2017-06-15 13:45 | Report Abuse
USD MYR exchange rate nearly drops to 4.24 range !! This is fast.
2017-06-15 10:00 | Report Abuse
Goodcompanies : You are right over there. Focus on good counters , reduce risk. My heart says something would happen in Jun 2018. So sell in May 2018.
2017-06-15 09:44 | Report Abuse
I have a website like i3 but not focusing on stock market, so i know how website makes money and operates.
You know, i3 is very grateful if many people can contribute high quality quantitative articles. They get the articles for free and they dont have to pay any journalist for good news. Of course i3 would not like anyone use swear words. Swear words sucks and reduce readership. i3 should just ban user of swear word.
And i3 makes money from advertisement. The more people read the forum and articles in i3, the more money they make from people who advertise in i3. The more people comment in i3 and the more people write articles in i3, the more high ranking i3 would become. Top of the rank. And the more money i3 would make.
2017-06-15 09:39 | Report Abuse
Power Talks : August Edition - Tan Sri Tony Fernandes (Full Video).
https://klse.i3investor.com/blogs/kianweiaritcles/125391.jsp
I think this video should go to AAX Headline and market buzz since Tony is the founder of both AAX and AA.
2017-06-15 09:37 | Report Abuse
Newinvestor17, I dont want to argue with you. I will just post blog articles so that my official stand is recognised.
2017-06-15 09:36 | Report Abuse
I will post another blog article on AAX tonight. I have a penchant for writing.
2017-06-15 09:34 | Report Abuse
I spot two suckers. One is newinvestor17 and the second is CalvinTanEng.
2017-06-15 08:34 | Report Abuse
MUI assets per share is 24 sen. In 2007, MUI asset per share is 42 sen. It means, because of continuously making losses, MUI asset per share has dropped 18 sen.
Since MUI still continuously making losses every single quarter, and looking into the loss making trend, it 10 years from now net asset per share will be 4 sen.
Normally, company under distressedand near bankruptcy , they will get their asset squeezed. If they want to sell, others waiting to buy by 50% cheaper. MUI has accumulative losses.
So, at 4 sen net asset per share in 10 years time, you will not make any money in this counter. In fact, in 10 years time, you will make 80% losses in your investment, and have to sell your shares at 4 sen per unit.
2017-06-15 07:59 | Report Abuse
My past experience is share market, I made great money after I detect MYR has reached its worst position in 1997-1998 Asian financial crisis - I bought Tenaga shares at RM 2,86. Similarly, I made great money when I detect AAX at 20 sen. In addition, 2 months ago, I made a buy call for AAX for 6-12 months period period investment. The share is currently 5% above my buy call. There is 95% probability it reach target in Q32017. There is a big 75% probability that Q2 2017 result would improve across last result.
2017-06-15 06:38 | Report Abuse
Having said all that , if you want to sell, just sell. If you have to buy at higher price, dont blame me... The syndicate may be buying now, because AirAsia and AAX were dumped and slumped a few weeks ago, and the price is still at rock bottom after that dump.
2017-06-15 05:40 | Report Abuse
Many top bankers predicted MYR to appreciate to 4.00 by the end of the year. The most optimist banker predicts 3.8 by end of year. That is why I am promoting AAX and AA.
AAX CEO should resign from their position if he can not take advantage of the current situation.
https://www.bloomberg.com/news/articles/2017-01-09/top-banker-sees-malaysian-ringgit-rebounding-from-19-year-low
http://www.thestar.com.my/business/business-news/2017/05/22/fund-inflows-to-set-ringgit-on-uptrend-against-greenback/
Also, that is why you see Tenaga shares rebound to above RM 14.40 . Tenaga cost is 30% denominated by energy (coal, diesel, gas) and its 30 billion debt is mostly denominated in US Dollar.
2017-06-15 05:30 | Report Abuse
If fed raise rate, oil price will drop because comodity prices are inversely proportional to fed rates. MYR will depreciate ? Not that much because MYR worst depreciated in 2016 and Bank Negara has a control mechanism, since MYR is at the lowest tail in 2016, speculators will not doubt the currency much in 2017 because it is much safer to buy currency at the lowest point and invest in the stock market before sell the stock after the General Election and divest the currency after the General Election. It depends on when General Election will take place. If the general election is next year, then divestment of MYR by foreign fund will take place next year.
2017-06-15 05:25 | Report Abuse
Tonight, oil price goes down to USD 44 per barrel and exchange rate touches a new low USD 4.258. This is a gradual process. I project about 6 - 12 months (long term). However, due to the changes in macroeconomy scenario, the result coming in the next quarter - 1 - 2 months (short term) may show early sign of good things coming,
2017-06-14 12:56 | Report Abuse
paktua73, AAX you cannot play short term. Need long term, result will gradually goes up.
2017-06-14 11:41 | Report Abuse
Blur2investor - thank you. If you carefully look at Summary Output Image - Correlation (R Square) is 0.75, which means 75% of the variation in PBT can be explained by this model. 25% of the remaining variation need to be explained by other variable such as "Volume Consumed" and etc. etc. So, statistic explicitly says that the model is 75% accurate , which quite good. If you can get the "Volume" information data, then point the website to me, and I will update the model with new data, and update this result online.
2017-06-14 08:54 | Report Abuse
AAX needs to convert cash balances to MYR to enjoy appreciation of MYR. It is happening and will progress more soon.
2017-06-12 22:27 | Report Abuse
I read, discount is around 50% because AAX bought the planes together with AirAsia.
2017-06-12 22:16 | Report Abuse
Thanks valuegrowth, so 25% is owned. So, leasing cost is high. No wonder, AAX has an order of around 60 new NEO planes which will replace the leased planes in 12 years time.
2017-06-12 21:57 | Report Abuse
Hahahahaha
2017-06-12 21:47 | Report Abuse
Nobody want to buy a continuous loss making company when the founder is selling his shares.
2017-06-12 21:43 | Report Abuse
Contra means you contra (settle) the payment (of purchasing the shares by selling back the shares within 3-7 days.
2017-06-12 21:41 | Report Abuse
I rest my case and will keep silent after this.
2017-06-12 21:36 | Report Abuse
Yes Calvin, MUI is a bad counter. Read my blog article here.
https://klse.i3investor.com/blogs/radziarticles/125210.jsp
2017-06-12 21:19 | Report Abuse
Calvin distrust a Malaysia company and put high respect on Singapore Airline. What Singapore Airline do is to copycat AAX and Airasia.. How is that brown cow ?
2017-06-12 21:18 | Report Abuse
Well, I think Calvin just does not know finance. If we show a Malaysian company AAX and AirAsia, all that come from him is the debt is bad. But when Singapore Airline is shown, he will say the mega super RM 250 BILLION debt of Singapore Airline is ok or good.
Stock: [AAX]: AIRASIA X BERHAD
2017-06-21 12:17 | Report Abuse
This Friday and next week would offer the best short term buying opportunities.