Dont know valuations diam la

EPF bought the 40% stake for RM1.13bil valuing DUKE at RM2.8bil

At that time net borrowings (ex-highway) were approx. RM400mil. Hence your 'enterprise value' is RM2.4bil

This excludes all property, all construction (No, it does not include the duke highway construction,only those from external contracts, your orderbook few billions all from your own projects where got counted noobs)

This excludes your DUKE 3 (and potentially DUKE 2A)

So fast klci turnaround meh diu

Lets see how far this rabbit hole truly goes hohoho

When everybody's hopes are destroyed...

That is the best time to enter

At dawn, look to the East! The Beacons are lit!

Look at last year. And then early this year.

Then add the elections...and the GDP numbers...

In the first place, dont go creating your own acronyms graham will be turning in his grave go bless his soul. secondly, everything you ever need on fundamental analysis is freely available on the internet, and there are free lunches, just not from you. so say so, and dont go around saying there isnt and proclaiming yourself to be saviour

Faster sell PE going to be very high the order book bluff you all one look at its debts so highhh

EPF PNB KWAP time to pump left hand to right hand

I have not seen a CEO more active in managing the share price than fatman tony lol

Lets see how far the c14 rabbit hole goes hohoho

Operating stats Y-o-Y marked improvement. Q-o-Q flattish/slight +, as USD/MYR and crude are similar to 1Q, expect 2Q results to be similar, barring any unforeseen circumstances. Closer to 2Q17, price will climb, and carry it through all the way to AAC

Operating stats = load factor

http://www.theedgemarkets.com/article/what-if-big-oils-bet-gas-wrong

Crude and the internal combustion engine's days are numbered. And then the demand of crude (50% of which is refined to gasoline which is used to power cars) will go poof. The only buyers of that black liquid will be the king of the skies

Technological breakthroughs change the landscapes very quickly. How quickly? Well just ask Nokia and Blackberry when the forbidden fruit launched their smartphone in June 2007

When does AirAsia release their Q2 operating stats...when was it last year, July?

https://www.reuters.com/article/us-american-airline-outlook-idUSKBN19X1LA

Crude is back to being cheap. Very soon it will be garbage. That's because for those of you who dont know, 50% of crude is processed into gasoline, which is used for...yup you got it right, the-soon-to-be-extinct automobile and their combustion engines (electric motors for the win). The oil producers wake up tomorrow and theyre going to find airlines are the only buyers (one might even argue for electric airplanes, but those are further off, because batteries cant store enough power to last the longer flying hours without charging...) Why do u think Berkshire who's known for holding positions a long time, is buying into airline stocks, and we're talking about the US skies with limited growth vs. Airasia with SEA (plus maybe China), and who are aggressively expanding (the speed of execution is just.....hopefully not at the expense of too much losses). In other words, for the longer-term value investors, fundamentally the operating environment is ooohlala

For the short-termers, this past week US airline stocks are all up. There's only so much crude you can short, before you have to long airlines. And that has not taken into account the unlocking of its non-operating assets via asset sales

So you have short term catalyst via assets sales + long-term structural shift and growth

Tldr sell kidney and buy boomboompow motherfuckers

This sozai stock...what expansion, current capacity also cannot maintain profits, when Nike is making record profits. Because of this crap magni is going to be dragged along. Even taking into account its net cash, this stock nowhere near magni. And dont even get started on its warrants. It does not have economies of scale, and with the latest results, clearly it does not enjoy the same relationship with nike

Waiting can be a biatch...but if you bought at almost any time in 2017, there's almost no way you would have lost money...just chill the jump to light speed will come soon...the fundamentals are all in-favour of the airline sector as a whole, and the stars are all aligned for AA specifically

Dont keep repeating the same damned thing and drowning the thread la mahai...and stop feeding the attention whore

Clueless admins go put a maximum cap of number of posts an account can post on the same thread in a single day la

C1 expiring 30/06/17 looks like ill just keep rolling this until GE

Even airlines will plunge trying to carry the humongous first lady's arse trolololo

You trolls wanna be taken seriously state your entry price you la...dont when down you say you bought low earlier and sold at high before dip, up you say you bought at bottom earlier and now riding on profit wait TP 3.4 sell and buy back lower, but when goes up all the way 3.6 you say you still holding havent sold...donkey also you, monkey also you lol

Oil down, airasia also down sonovabiatch its AirAsia not OilAsia bunch of donkey fund mngrs and oil traders views remain fatman tony should not hedge and just pass on everything to passengers coz screw them all this is capitalism

http://www.theedgemarkets.com/article/shale-drillers-may-be-digging-own-hole-oil-flirts-us40

Oil old farts kill oil old farts, airlines dance oppa gangnam style trolololol

Crude fundamentals have truly changed. Air travel will get so cheap, I envision a day where we'll all stay in the air 24/7 soaring like an albatross, touching ground only so we can fly again...

The show has just started

WTI is at the dump, OPEC cut so what those arabs never read economics artificially cutting supply equals inefficiency so suffer now keep the oil to reap the benefits later...for what future, one where renewables solar and wind and hydro will only increase and everyone's sitting on electric cars i guess they wouldnt know coz all they do is ride camels powered by grass trolololol

http://www.thestar.com.my/business/business-news/2017/06/09/defensives-drive-european-shares-after-uk-election-upset/

"Defensive sectors - those less dependent on the economic cycle - such as food and beverages and health care rose 0.8% and 0.5% respectively, while British utilities such as Centrica were among top gainers."

Undervalued + Defensive + Laggard + Growth + Stale Bulls Stuck Since Last Pump Faster Exit + Tabung Haji Sell Means You Buy = boomboompow PE20 here we come

Fkin shorties

Oi wanna troll also dont copy paste such long posts la takes damn a lot of space and becomes such a drag to read

Crude has dropped until mother also cant recognise and thats it? Rise by a few cents? Oil traders are donkeys

I understand the expectation that has been set, non other than fatman tony who almost always over-promises, but try not to overhype the AAC sale date nor the special dividend quantum

If you bought at anytime during 2017, at today's price, there is NO way you would have lost money. Airasia's and fundamentals are there, now supported by structural change ie low oil price environment + competition that's way behind. So why the rush to conclude the AAC deal. Youre only setting yourself up for disappointment, and missing out on a great growth story

That said, RM5 here we come madafakaaaa

Finally some action madafakaa

TH should just put their entire holdings at 2.5 then its time for YSP with Vietnam growth to hit PE20 like all the other pharma's which have actually shown worse performance and then the latecomers and syndicates will come and then with such a low liquidity/public shareholding spread this will boomboompow

Tenaga up 4+% airline cant fly what a bunch of bollocks

All the players whose inputs utilise downstream o&g/refined/petrochemicals have gone up today - luxchem, superlon etc etc this lumbering giant still stuck

Another one that justifies valuations because the model tells them so

1. Don’t create new terms like “EPM’ turnover just give credit where credit is due – aka Dupont’s ROE. Don’t complicate things to make it sound like you actually created something new. Everything that you can think of, has already been said

2. The next one is critical, and which you have completely missed, and it is so fundamental that it would jump right at you, were you actually able to get you head out of your model, hence why all the education and modelling does not help if you do not have the raw IQ, and that is:-

Plastic manufacturers have expanded margins and sales because RESIN prices have DROPPED over the last couple of years, mirroring the drop in crude oil to USD30/bbl

Prices however have been creeping up the last couple of Qtr’s (notwithstanding today’s oil price movement of course……..)

Edited for clarity

One bull run like this, and youre set

The steep drop has got nothing to do with fundamentals

CIMB reduced their TP because...do you know how much structured warrants theyve sold donkey ib always lose money trololol

1. Myeg has shown growth in the latest Qtr, if wanna 'take profit' also do the last few quarters when profits dropped la, so the drop has largely to do with the SW's

2. It has the GST monitoring contract, and we know most of these contracts need to close before the GE..........yes?

RWManila is owned by Genting HK, which has been sold and is unrelated

Get TH to put their entire holdings @ 2.4 la go save icon offshore too many stale bulls

Suspend......merger

Finally out lo. Now lets see how it performs tomorrow

QoQ and Malaysia ops lousy

Who sold Wa today lol

Usually if Qtr report is this late, its bad.........feels like going to the casino trololol

The market is saying dump on Q1 results, whether good or not...that said C24 lets see how far the rabbit hole goes

Wanna sell faster sell so price hits bottom...at 3 its neither here nor there

Limit up

Up a bit jump already...ex-div is 3.4 la wait for it to limit up la then jump

Q4 and Q1 are seasonally strong, while Q2 and Q3 are weak. My take is as ysp distributes to pharmacies, which in turn sells to end-consumers, like the retail sector it undergoes strong and weak quarters/periods in a year. That said, if you want a stock in a defensive sector, and undervalued vis-a-vis its peers, with a clean balance sheet, this is the stock

Tmr morning last chance to sell...wait for fatman tony to tell you AAC sale cancelled only sell ah...

Airasia's next qtr results are going to be good la

Why do you think fatman tony says he's going to lend a helping hand to tune protect and merge with monkey airasia x...because at current oil prices, airasia is a madafukin cash cow thats why...hopefully that idiot doesnt use proceeds from aac for any of this protek protek shite

TH ceased to be substantial shareholder yet should easily still hold 8-10mil...that said faster release the Qtr results la all the pharma brethren have released