I don't have a single share. See the dusts settle first...

So after uncle Koon, now you challenge Yap huh? You really need to work on your EQ

Wah, you guys so brave oh....director sold another 30m warrants, still holding ah!!!!

Springtime, you must understand many of Airasia's subsidiaries are running at losses, year after year (despite TF said revenue engine lah, time to break even lah, etc). Higher oil price will put more pressure on.

你的所謂預測從來沒有對過，金價有起嗎？特斯拉股價掉了嗎？亞航股價怎樣了？（他彈亞航的時候是RM1.70）

我還真沒見過你這樣的人，通常錯得離譜的人自信心都比較低，你卻正好相反。偏偏罵你還要文縐縐的......

Just hope that you don't hide or change your name later....

Right issue? Actually there is a possibility.

Actually a lot of us knows what happened exactly, and we all know why the directors are selling. But since it has to remain a secret at least from the surface, so a lot of the people are reluctant to talk about it.

I am an outsider so I had actually told you what had happened! But so many are ignorant. Nevermind then. Its your money.

Next quarter result will be worse. After that, maybe there is a chance to be profitable again.

You got a point....but who is going to buy your furniture, that matters....

Well, well written!

But, whether LH has enough financial strength to accomplish is questionable. (Years ago i was wrong about QL, maybe i am wrong again.)

See the director sold more warrant, (i already told you the last shock) maybe another shock has just happened.

Yes, the feed price is getting lower and the egg prices etc is getting higher.

self rounding talk....keke

When losing money, everybody starts to blame others.

Sot Jor!

QL reaction very fast one, haha!! Lol

AlanNga, you should mention bursa has public reprimand their directors last year also....

Now the dust is settled, can buy lah....

Back to be rational.

Today is LH's AGM, shareholders likely to be told what really happened. Close door of course. And shareholders must also be advised not to share the information.

As I said, my guess is likely to be huge write off next QR. I am also guessing LH will close STF and start LH 100% owned farm in Sabah.

Just guessing....

Looking at the comments, haiya!!??

The meaning of the word "culled" means that dig a big big hole, kill the chicken, then bury all the chicken in the big big hole. Really big big hole, understand?

I understand today is the AGM, if you didn't go, don't blame people "insider trading" lah, "trap" lah, "directors collecting at low price" lah, you can continue to dream loh.

Just passing by....

If this QR +2m, next will be much worse.

The expected date of entry could be 1 Dec 2018.

The above is a bit overestimated.

Let's be conservative!

300,000 eggs a day (let's assume every hen lays everyday) x 50% shareholding x RM25 for the price of a pullet (let's assume you actually can buy pullet)

Actually that's not very much.

But....what about cost of the fitting and structures.

Probably they can't use it/don't want to use it anymore.

How much is 7 ECH? plus the land etc.....

Maybe they would want to write it off.....one go.....just my guess.....STF has always been trouble, why don't bankrupt the old company and rebuild a 100% ownership one. Well, just my guess.

How much is 70,000 x 7 x RM50????

Peter Lynch talks about study company and their competitors, sometimes he finds the competitors are much stronger.

First you got to know the incident. Then analyse. Then you know how QL is. (It affects almost EVERY OTHER PLAYER in the industry, once market demand restores, QL is there to take advantage of it.)

OTB, alalala!!

Kcchongnz, 見微知著！棒棒的！

I didn't mean to scare you off. But when I know that I immediately sold all. 70,000 chickens x 7 =490,000 laying hens. All culled. Guess how much is that?

各有各猜!

主觀猜測，我覺得這一季報業績應該不錯，也許可以穩定股價，所以時機上越靠近業績公佈越有利吧！下一季就比較慘！但我覺得輸個兩三百萬，開銷多一些，也不是很慘啫！

其實這篇文章的作者依靠一般的資料作出投資，也不是不可以，畢竟大部份的股友都是依此做功課的。只是此股現在明顯市場消息主導了趨勢，連老闆也帶頭拋，只能說時運不濟了！

這幾年間偶而都會聽到別人說員工偷東西去賣，管理自然是鬆散的！而且超市是所有超市中生意最差、衛生最槽的一家！奇蹟的是有機雞蛋品質好，銷量佳，利錢也好！

據說疫區已經沒有雞了，雞蛋向外補貨，也許是西馬自家農場運來吧！不然就是作弊了！（當然，有機雞蛋可以吃得出來，作弊可能性不高）

從公司沒有公告方面來看，再加上自毀雞隻，大概此事也就淡化處理了！其實，一開始流言就是三家農場都有事，最後只公佈了一家公司的名字，也就是管理層果斷毀雞，向外補貨，保住了農場日後可以再用的可能性，也保住了有機蛋的招牌！

有些時候，事情的妙處也不是一眼就能看出的。

中國歷來對長者尊重，對於「朝貢者」施恩是慣例。敦馬大膽的要，習李只能勉強的給，這才是這齣外交戲馬的精妙之處。

Wow, is Herbert gone? Lol

One stock blowed his cover, who knows got targeted by uncle K? Lol

Anyway, finally i bought little bit this morning.

Then, somehow i called one of the employee. (i wanted to know the real cause of death of the chicken, so i called to ask what are the symptoms of the sick chicken, but guess nobody likes to know, not even the authority, kind of sad!! Really!!)

Then, he told me 7 houses, 70,000 hen each, all culled, by themselves, not the authority.

Then i ask where are the eggs in the market coming from?

He says imported.

He says "supermarket dia telur laku kan!"

Immediately i sold all.

In short, short term very bad, long term quite a good opportunity.

Well, its all public information, the government keeps the public well informed on this matter, its no secret at all!

We all live in the real world, the forum, the internet, never enough.

賀先生說得有理。

但習肯定不肯!

大家都知道你是亂猜的，不！亂猜可能會中一半，你就稍稍低於一半！

You are safe from being caught because nobody believes you.

全球暖化的問題是可以解決的！

簡單說說！

一、正確觀念是救地球，救人類，只要不違背這個條件的話，都可以採用。比如說，「有機種植」雖救人，但消耗更多資源，不救地球。又比如說，一些添加劑雖是化學（比如說盬），卻有益人類，不禍害地球，就可以採用了。

二、現在很多轉化的技術可以節省了一些資源，比如說黑水虻技術，發酵技術（比如說廚餘變營養液）都很有用處。

三、LED啦，節能電器啦，電動車啦，都能夠節省很多能源。

四、人類越文明，生育自然減少。幾十年後該擔心的是人類不結婚、不生育了！（說起來，以前諸神讓我們多打仗，真是用心良苦啊！）人口減少自然地球資源夠用了。

五、移居月球、火星現在看起來也不那麼難！

六、可能到時巨型飛碟再去吸吸太陽的熱，那就涼快一點了。

七、再過個四五千年，咱們地球盪遠太陽一點也就涼快了。

八、其實最實際的做法，就是遵循自然吧！天然的情況下，樹葉落下，動物的糞便自然發酵，太陽曬，雨水淋，萬物自然生長！施化肥、翻土堆肥根本就是在作弊，自然弄得植物不健康，失去生產有營養、有能量食物的能量（所以吃來吃去吃不飽）。植物本身的代謝作用下降，自然不能生產足夠的氧氣，保存足夠的二氧化碳。

說那麼有屁用，根本沒有人懂！

The author seems to want to focus on the real thing, so I say as below:

1. Expenses is increasing at a faster pace than revenue.

2. The world has changed (to be more honest), but TF hasn't.

3. While most subsidiaries still unprofitable, Airasia wants to venture into building airports again. I believe selling most of that businesses and focus in principal activity is the right move. Airasia was in the right direction (since 8501) for about two years and now going in multiple direction again.

4. Now is August 2018, the special dividend of RM0.82 to RM1.02 supposed to be distributed this month, however it is unlikely to be materialized. (A lot of) people has been waiting for close to three years.

5. Efficiency is a comparative thing, and also a continuous process. Airasia is slowing down....The moment you stop to be creative, your share price stop too....

Jhau65, STF got chicken dead also.

什麼金融學博士？？數字出錯，還說游刃有餘？

通過貶值人民幣來保護出口商，只能說由國家來買單，終非長久之計。也不知是什麼人想出來的死橋，貶值這一招明顯弊大於利，不單等於整個國家資產貶值一成，還帶來入口商品的通脹，笨不可言！

Ex-PM will say, indirectly doesn't count. Haha!

A few more thoughts:

Bird flu doesn't usually happen in hot climate. We should worry about mutation of the virus.

Basically bird flu is, when the birds catch a cold. While human flu does kill, bird flu can kill up to 70% in a short period of time, simply because chicken in modern farming has very little immunity.

Now there are road blocks disinfecting passing cars, culling chicken etc. I do think they need to get TAMI FLU ready.

Well, looking at the comments, some say the bird flu not confirm, some say its happening in kundasang, really don't know what to say....OMG!!

I had a better look at the report. I don't really have any experience in this. The minister holds up the report in the news picture, I guess not many people interested......(probably because when an investor is old enough to get interested, eyes blur blur already)

http://www.theborneopost.com/2018/08/03/farm-in-tamparuli-tuaran-tested-positive-bird-flu-virus/

FYI, the KEY to your fellow LH faith is how serious is the outbreak. If it is severe, then the cull zone will expand and likely LH will be affected.

The report shows only 7 samples drawn from the infected farm. The minister said 939 samples taken. All 7 samples are ND positive, and points towards AI also.

Initially, the impression given by the minister was 1/939 case. But now look at the report it is at least 2/7 in my opinion. So again, i think its a serious outbreak.

Just passing by, let's hope that no news is good news.

Calvin882 and Up_down seems to be smarter.

Again, LH's farm is located at Tamparuli, which is a sub-district of Tuaran. It has always been the same incident! Since the agricultural minister has declared no bird flu before at press conference about 3 weeks ago, he wants to cover up his earlier mistake, so he said its a routine checkup when he announces bird flu is detected. (probably for the same reason, he didn't mentioned tamparuli but tuaran when he made the announcement).

Junz is still new and young so probably he should be given more chance to perform. At least he didn't cover up the incident.

Anyway, Lay Hong is located within 5km of Foh Lim. So Foh Lim now no more eggs to sell (most chickens dead anyway). The rule says cull all within 1km radius when case confirmed. Another company, EP is right next door so probably all chicken to be culled too.

The next question is, whether the culling zone will expand to 3 or 5km radius.

From the government side story, the pathogen appears to be a weak one, only 1 or 2 (minister say 1, some others say 2) sample found to be AI-positive (while there is high mortality). For the moment, no news of which strain it is (H?N? I mean, as we know H5N1 is deadly, while others are milder), perhaps until further testing. If it is a strong pathogen, likely more AI positive cases to be found, and the culling zone will expand to 5km radius, therefore byebye STF also.

All of the above are general knowledge, anyone should know if you do enough research. Below is my guess.

About 4 weeks ago, there were whatapp messages spreading around, saying a farm at Tamparuli has bird flu, many chicken dead! Later the minister says it is ND (New Castle Disease 雞瘟) instead and not bird flu. One of the pegawai even went on to report police when there were more people saying its bird flu. Therefore, it is highly likely that when it initially happens, someone with experience and expertise has already know its bird flu and tell others. So, my guess is, it is a severe outbreak, probably the government will kawtim LH (expand to 5km radius culling zone) too. (I hope its not a severe one, and i hope that the test is wrong, after all only one or two samples found to be positive, however one should act base on facts rather than emotion).

There appears to be compensation (maybe 50%) from the government, but usually its underfunded. Other side-effects includes market taken over by competitors, etc. If it really happens to the farm, probably in the future not suitable for farming also, difficult to restart.

Again, LH's story has nothing to do with me, just passing by.

Calvin882 and Up_down seems to be smarter.

Again, LH's farm is located at Tamparuli, which is a sub-district of Tuaran. It has always been the same incident! Since the agricultural minister has declared no bird flu before at press conference about 3 weeks ago, he wants to cover up his earlier mistake, so he said its a routine checkup when he announces bird flu is detected. (probably for the same reason, he didn't mentioned tamparuli but tuaran when he made the announcement).

Junz is still new and young so probably he should be given more chance to perform. At least he didn't cover up the incident.

Anyway, Lay Hong is located within 5km of Foh Lim. So Foh Lim now no more eggs to sell (most chickens dead anyway). The rule says cull all within 1km radius when case confirmed. Another company, EP is right next door so probably all chicken to be culled too.

The next question is, whether the culling zone will expand to 3 or 5km radius.

From the government side story, the pathogen appears to be a weak one, only 1 or 2 (minister say 1, some others say 2) sample found to be AI-positive (while there is high mortality). For the moment, no news of which strain it is (H?N? I mean, as we know H5N1 is deadly, while others are milder), perhaps until further testing. If it is a strong pathogen, likely more AI positive cases to be found, and the culling zone will expand to 5km radius, therefore byebye STF also.

All of the above are general knowledge, anyone should know if you do enough research. Below is my guess.

About 4 weeks ago, there were whatapp messages spreading around, saying a farm at Tamparuli has bird flu, many chicken dead! Later the minister says it is ND (New Castle Disease 雞瘟) instead and not bird flu. One of the pegawai even went on to report police when there were more people saying its bird flu. Therefore, it is highly likely that when it initially happens, someone with experience and expertise has already know its bird flu and tell others. So, my guess is, it is a severe outbreak, probably the government will kawtim LH (expand to 5km radius culling zone) too. (I hope its not a severe one, and i hope that the test is wrong, after all only one or two samples found to be positive, however one should act base on facts rather than emotion).

There appears to be compensation (maybe 50%) from the government, but usually its underfunded. Other side-effects includes market taken over by competitors, etc. If it really happens to the farm, probably in the future not suitable for farming also, difficult to restart.

Again, LH's story has nothing to do with me, just passing by.

Fact 1: There has been whatapp message saying possible AI outbreak in Tamparuli.

Fact 2: Then Sabah Minister of Agriculture said its not AI but ND. It signaled the area of the outbreak however(an area where LH's farm is).

Fact 3: Now Minister of Agriculture announces there is one AI case. Only one news source says they got the sample from a routine checkup. Others doesn't specify.

But I guess its more likely the minister wants to confuse the public, in fact it should be just one of the sample taken earlier (due to the rumour), showed AI-positive. (press release earlier did say he ordered to check sample).

Fact 4: Tamparuli is one of the sub-district of Tuaran. The minister orders to declare whole of Tuaran as AI zone.

The infected farm should be the one with the open house system, got infected through migratory birds.

We are talking about three groups of farms in that suspected outbreak area. I couldn't identify exactly which is which from google map but i believe LH is within 5km from the infected farm but outside of 1km.

(that makes sense as the minister wants to cull all nearby farms' chicken and include LH's farm as an observation candidate (that's why he says 5km).

Its none of my business so the language is a bit rough.

作者的標題邏輯錯誤，就好像開槍者會受傷、中槍者會無事一般不知所謂！

其實中美談判中，中國不斷用假承諾忽悠美國，才是談判破裂的真正原因！之後中國不斷在世界各地造謠分化耍嘴皮子（也虧得阿朱這樣的人會相信）才會再度激怒美國政府的。需知道共產黨就是靠這一套功夫奪權的，所以才自鳴得意。世界各國領袖意會這些陰謀的真相，才聯合起來對付中國的（這方面得說阿朱雖然努力學習，但功力還是欠火候，騙不了幾個人）。

貿易戰中國頂不了多久，但屈從美國習近平就得下台，所以習會死頂，不惜犧牲十四億人民的福祉。（這也沒什麼，老毛當年餓死人也要出口糧食（查信陽事件），比起來習真是有人性了。）

話又說回來，為什麼中國就不能老老實實的遵從世界貿易組織的規定，不補貼，不傾銷，不作弊，不出口伊朗，一帶一路不用那些賄賂官員、錢偷龍轉鳳的伎倆呢？也就是賊性難改的事情了！

bluebiznet, Chinese doesn't hate China, Chinese doesn't like Communist, hate thief and injustice.

問題是中共依然想要繼續盜竊之路，毫無搞自主研發的決心，這也是貿易戰的爭端核心！

1. Is KYY friend or enemy? Probably enemy more than friend. As everyone can see, his recent picks not really good. No more 5 baggers for a long long time ahead.

2. Will JAKS make money for the shareholders? Probably no. You can see the action of the management, doesn't respect largest shareholder at all.

呵呵，敢去沖的就祝你好運吧！

我估計要用最惡劣的語氣來罵你才能形容你的愚昧無知，算了，積點口德！

江南會被中國中央關閉了，說要整治歪風，可想而知裡面是黃賭毒之類的高級會所！被中央關閉之後，馬雲一班人竟然敢在原址改成學院之類，足見其有後台之深，膽子之大！

在中國最近的電視劇「人民的名義」裡提到一個「山水莊園」，大概就是暗喻江南會是這樣的一個讓高官嫖娼的地方。

成敗尚未可知！這批人囂張得很，搞個江南會公然跟朝庭作對，不知死活！

從商宜謙虛、謹小慎微！

I sold my airasia today. 98% net cash lah.

Totally agree with you.

You may make some money but just doesn't worth the risk.

KYY starts selling, if you want to catch it, good luck!

This is game over already.