MAHB may not be an very cost efficient company .
If they can cooperate with Airasia and maybe Airasia can use their turkey airport as hub in Middle East to connect Asia And Europe

But they choose to against airline

turkey situstion is still bad

http://www.independent.ie/world-news/middle-east/west-warns-turkey-as-erdogan-suspends-key-human-rights-law-34903353.html

Don't think
Just follow market

Erdogan just announce that turkey will temporarily suspended human right law
Some very dirty thing is brewing at turkey

They will miss their peak tourist season same to MAHB Istanbul airport

Pls bear in mind that Istanbul airport is main contributor of MAHB passenger increment
KLIA and KLIA2 are almost saturated

Cimb

1MDB news is not new
But losses to local bank contribute by 1MDB is new
If bank need to categories it as NPL ....

Btw , it should be NPL as it is sovereign fund guarantee by government

http://www.epmag.com/us-oil-drillers-add-rigs-fourth-straight-week-1026586

Crude oil price going downward again

USA active Oil Rig count start increasing
American also starting increase production again

Turkey military coup

MAHB Istanbul airport and Istanbul tourism might affected
Be prepare on this

Oil down again
Maybe China slow down purchase ?

IMO

competition is nothing to worry about .
But competing with a super cash rich company in an industry with quantity games is something need to worry about

When all region player is expending capacity , most likely there are only 1 result - Oversupply

Even crude oil which daily usage is able to slip below breakeven point
Garment industry might face same issue .

2016 demand will still holding by demand due to few world class sport event .
2017 won't be so positive and by the time all new expention or new factory are just starting produce .

There are huge demand for crude oil storage

Just check the vessel which traffic jam at China and singapore port and you will know crude oil storage is still a good business .

Benalec's issue is how they going to find investor to joint venture to tg piai crude oil facilities investment after land reclaimed

Blur2investor

The land is reclame for crude oil storage and industry usage instead of properties development like ecoworld

Pls study properly

EPF wouldn't catch the falling knife
If they can purchase share with lower price from foreign fund
Why they want to pay a premium to maintain price ?
It is not year end window dressing period

Crude oil price still able to hold above USD48 ?
USD might keep raising and crude oil might slip again

need to becareful with Prolexus
Their factory located at Batu Pahat Johor

And nearby their factory , another textile factory named Ramatex started expanding their factory. The new factory is huge and direct compete with Prolexus since their customer base overlapping.

When bubble burst

Axiata very rely on Celcom
And Celcom leading price cut is killing themselves

Besides , Axiata is going to spend a huge money at Celcom to change all site to different vendor
CAPEX might hard to control in this case

Really down trend for bumi armada

UMWOG still in red
Let's see SKPETRO performance

I prefer wait until Petrobras announce their cost cut plan
See how much of the "rebate" SKPETRO have to give to them.

Petrobras making huge losses last quarter

How come share price sudden drop ?

Petrobrazil is reviewing their contractor pricing.
SKP will be next airasia but maybe not happen this year.

Bangkok another bomb detonated
Hope won't impact tourism again

Enter downtrend
Apple related semicon doesn't look goog

be careful ARPU of wireless telco
Celcom & Digi started the price war and intensified by Umobile

Airasia have many flight delayed pass few day .

Any idea ?
Pilot or crew Protest ?

Market down trend again .

Luckily I sold at RM2.09

1MDB Default start affecting ?

Now market seem affected by 1MDB default ?

Russia surpass Saudi Arabia as top producer last month.

The lower the pricing , the more product Russia and other low cost producer need to produce in order to balance their national finance

This is the beautiful part of price war.
Let's hope America shale oil producer die faster than expect

SHQuah

I think author trying express idea that lower crude oil price will kill company/production power which lack of competitive in short term.

It means more losses will bring to O&G company until someone couldn't hold and collapse
It might be SK Petro or other O&G servicing company

Rayani wouldn't give much effect .

They only have 3 route and few flight per day .
2 aircraft in fleet only not much capacity they able
To provide .

Major concern is the DCA fees hike which might have chance to get lower increment than current proposal .

EPF sell it to reduce risk of unforeseen situation
All in all , don't against big fund like EPF

They knew what we donno

Don't catch the falling knife
Better try share of other theme

How much extra fees airasia have to pay for the new DCA fees ?
Airasia already sold portion of their ticket earlier
If fees hike , they couldn't migrate the additional cost to those traveller who bought ticket earlier time

Iran effect just started

But you donno when EPF will stop dumping
Look at what EPF did to Airasia

ill wait for next quarter report .
Bad quarter report season of O&G seems just started

EPF keep throw Armada's share

Great for airasia continuous rising.
Btw , need to be precaution as malindo going to expand Malaysia fleet by 10 new aircraft and Thai lion going to expand their international network as well .


Looks like lion group is trying to fight airasia face to face as this are the only 2 affiliate under Airasia which making money

Most important

China outbound tourism is very strong especially to ASEAN market
They experiencing slowdown in economy (slowdown means slower growth , but it is still growth 6% yearly) and partial of the tourist who previously eyeing on Europe or USA might changed destination to ASEAN's Island.

Airasia group is the largest non-China airliner at mainland market .
MAA , TAA and PAA also having many of flight to link China primary and secondary city

My estimation ,
1st quarter of 2016 will quite good as ringgit now stable at RM4.2++
Airasia will have forex gain .

And petrol price went down not just help airliner saving cost
It also keep more money in our pocket which make travelling more "affordable"

Btw this is my opinion

Wait for Iran first before shouting
Once it pumping , RON95 price also drop

Will maybulk follow airasia x path ??

Sad I sold those I bough at 87 sen at 1.25
Luckily bought back few at 1.35 average

Phillipine airasia look very promising .
They manage to break even on nov and dec

And most important , they have very strong forward Booking on January and February

Tmr will drop more than 10% or not ?

Ibi , check bank target price

They might increase tp anytime as 2016 jet kerosene airasia hedge is much lower than 2015.
At 2015 their average hedge price at USD75 to 80
2016 hedge 51% of fuel at USD 59 only .

Current Malaysia ringgit currency also higher than 4Q15 time .
Saving on jet fuel and earning from forex is enough to build a great 1Q16

With current demand of LCC and low fuel price
We all should show hand to airasia share

Wellington will regret now ?