Posted by ImCK > 2016-04-18 00:53 | Report Abuse

debt too much not interesting

Posted by moneySIFU > 2016-04-18 01:16 | Report Abuse

加油！谢谢分享！

的确，在这里写文章分享的确是要有很大的勇气，因为眼睛红通通的人太多，这些人的通病就是习惯就是头脑在早上刷牙的时候放在马桶上忘记放回去头里面。所以说出来的话都是没经过大脑，追根究底就是因为大脑根本就没在里面。

Posted by paperplane2016 > 2016-04-18 02:04 | Report Abuse

首先，这个报告报喜不报忧，明显偏差。。。。无可否认是很自私的行为。什么我重来不在公共场合介绍股票这些狗屁话就省了吧。你现在还不少写了长篇大论的这个airasia how damn good. Must sell house, wife, car to all in kah?

Posted by paperplane2016 > 2016-04-18 02:07 | Report Abuse

Give you few reasons
1. Traffic increases, but debts also increases! Don't ignore that......stupid.
2. Who said fuel going stay that level through 2016. U know, fund mgr also know and will have push the price to rm3 now.
3. Except for Malaysia and Thailand, they fail in Japan, indon, now still looking whether can win phillippines, Vietnam, India etc. their character maybe too Lansing, u see how Indians teach thambi Tf a lesson? Ask him go back you himself in Malaysia if lansi

Posted by twot > 2016-04-18 02:33 | Report Abuse

I wonder whether you are stupid or chinese no good.Btw这的确是我在任何地方的第一次Sharing。我不是报喜不报忧，而是的确没有什么值得报忧的地方！我没有ignore airasia的debt，标题很清楚写了“至少这个季度拥有AIRASIA”，说明我的分析是for短期的（可能是几个月）。既然是短期，只要Net Profit足够惊喜，Debt的增加又算什么？短期内如果母股有40-50%的升幅，以目前的形式来看几乎是很有可能的（难道你连这样也看不出？），如果买的是CW，可能就能翻几倍了，难道这种“好康”不值得分享吗？最后，油价和美金的下跌肯定对各国的亚航都是好的，我没要求转亏为盈，只要减少亏损，对这个季度的Net profit也是有极大的帮助的！anyway希望你的智商水平足够理解我所说的话

Posted by twot > 2016-04-18 02:40 | Report Abuse

忘了回复你，Airasia应该会在年头把大多数Fuel的价格定下，不然为什么2014年油价在下半年开始猛然下跌，Fuel price依然在USD120以上，只要Airasia真的把Fuel Price定在55左右，一整年无论油价怎么样，Fuel price应该也离不开这个范围。希望你下次能够做足功课才评论。谢谢！

Posted by paperplane2016 > 2016-04-18 02:49 |

Post removed.Why?

Posted by paperplane2016 > 2016-04-18 02:50 | Report Abuse

Pure airasia punter, just reconfirmed. For this quarter only. Hahaaha, short term punter Macao icon, just wanna write some fancy stories ask ppl buy, then sell after that. What a smart way of investing, I guess?

Posted by paperplane2016 > 2016-04-18 02:52 | Report Abuse

没有ignore airasia debt?hello! Not even single word of debt! 没有还是故意避开'别那么狗屁啦。。。。。根本就一个字都没提还死抵赖。

Posted by paperplane2016 > 2016-04-18 02:54 | Report Abuse

这个报告报喜不报忧，明显偏差。。。。无可否认是很自私的行为。什么我重来不在公共场合介绍股票这些狗屁话就省了吧。那么直接删除贴更好

Posted by paperplane2016 > 2016-04-18 02:56 | Report Abuse

脸皮比鸡哥厚， 根本没提任何债务问题还死狡辩'。

Posted by paperplane2016 > 2016-04-18 02:58 | Report Abuse

那么最近大老板做私下配售为了什么有没有研究啊，赌徒。。

Posted by paperplane2016 > 2016-04-18 03:06 | Report Abuse

http://klse.i3investor.com/servlets/ptres/35411.jsp

Posted by paperplane2016 > 2016-04-18 03:06 | Report Abuse

No need act smart, comb Sudan bags many answers

Posted by twot > 2016-04-18 03:20 | Report Abuse

i saw u keep bullshiting at many places...if u have brain to think those comment out...why not u use it to contribute for this society? At least help people to make money!I'm able to write this article mean I did enuf homework.Pure Airasia punter? I got no plan to sell airasia at short term maybe this whole year...short term stock price up or down wont affect my decision. I just want to encourage those people who still worried to buy, at least can make them money.我没有故意避开写Debt，而是根本没打算写，你敢说如果这次Profit大起，股价不会大起，debt短期根本不重要。而我打算中长期的，debt的风险，肯定是有考虑在内的，这你不用担心。像你这种胡言乱语，整天怨天尤人，躲在家里什么都不用做最好！

Posted by paperplane2016 > 2016-04-18 03:22 | Report Abuse

Twit, more u said, more stupid u look. Just now u said u analysis based on quarterly short term, now u said u long term investor.

Posted by paperplane2016 > 2016-04-18 03:25 | Report Abuse

By the way, I am top10 last yr, top20now. My stock picks sold benefit many by now if those ppl smart enough to know who to follow. Hello, I pick airasia, another one is tankw. Rmoi also keep promoting during 0.80. No one else!

Posted by paperplane2016 > 2016-04-18 03:27 | Report Abuse

Yeah, u keep talking u analyse debts, sad to say nothing on debt seen loh. And u obvious short term punters loh. If u long term, u shod be beyond 2016 loh. U said u long term investor, but only do. Short term analysis . Wow, that's really good way investing for u I guess? Tell me how much debts in myr! Usd? Interest? How much per quarter interest need to pay? U do homework not?

Posted by twot > 2016-04-18 03:29 | Report Abuse

my analysis is more on short term, but im long term shareholder for Airasia, nothing wrong about that. I really worried about your IQ. I dont care you are Top 10 or what, even Warren Buffett make mistakes, no need to say you this who only know bullshit...

Posted by twot > 2016-04-18 03:33 | Report Abuse

U prefer i write in English or Chinese I doubt that U cant understand either of it well. how much debts in myr usd is clearly stated in quarterly report, dont you read it. OMG,I'm wasting too much time to talk with a noob.

Posted by paperplane2016 > 2016-04-18 03:36 | Report Abuse

Hahalosers

Posted by VenFx > 2016-04-18 03:40 | Report Abuse

Plane geting emotional, bcoz Twot u r Excellent

Posted by twot > 2016-04-18 03:42 | Report Abuse

Hahaha...I think maybe I'm still new in i3investor. I dunno everyone will just ignore him. Pity him

Posted by VenFx > 2016-04-18 03:44 | Report Abuse

Yaa, he desperately need i3 attention by shouting crazy.

Posted by Icon8888 > 2016-04-18 04:48 | Report Abuse

paperplane sounds so angry. That makes me very happy. I like it when his heart is filled with venom and his blood boil. That is bad for his mind and body. A bad person should be penalized this way. Well done everybody

Posted by supermix2 > 2016-04-18 05:05 | Report Abuse

Frankly speaking AirAsia is almost an empty company if you were to consider all the money owed for the AA planes buying. It's not like Singapore Airlines which is loaded with cash but AA is not....why not you all check AA debt over cash and you will be very much surprised how much AA debt is.

Posted by winriver > 2016-04-18 06:06 | Report Abuse

上一季的Revenue有One Off的进帐，个人认为Q1的Revenue不大可能超越上一季，而EPS希望可以在10sen以上

Posted by moneySIFU > 2016-04-18 10:13 | Report Abuse

哇靠，纸飞机居然讲华语，虽然说的狗屁不通，加上说出来的话臭的像垃圾车流在马路上的臭液，至少证明他是会华语的，很好，小学毕业的程度算是不错的了。

Posted by moneySIFU > 2016-04-18 10:18 | Report Abuse

很想知道他在那一间大学毕业的，程度居然只到达小学的高度。也许他其实没有读中学和大学，所以现在心里不平衡，妒忌每一个在i3写文章分享的作者，不毒舌就全身不自在，呼吸困难，眼睛流泪不止，鼻涕直流，满脸通红。

Posted by crocodile1980 > 2016-04-18 10:19 | Report Abuse

I only know there is no free lunch in this world, especially in this zero sum game...

Posted by twot > 2016-04-18 10:21 | Report Abuse

hahaha，他一直死缠烂打说我没有提debt，似无他以为他讲出debt这个东西他就很厉害，没有必要用这种谁都懂的东西来装逼的。昨天他那么夜reply，现在应该还没睡醒，应该就是失业，那种每天无所事事，怨天尤人的东西！

Posted by wcchee > 2016-04-18 10:39 | Report Abuse

i hrr nothing see nothing say nothing.

Posted by lcwin > 2016-04-18 11:44 | Report Abuse

Almost all airline are leverage to the hilt. The fact that you can borrow at very low cost to buy those new planes means your cashflow, future revenue stream is good in the eyes of the bankers. Similarly the PP is more for appeasing the financial community to reduce AA books leverage level as well as reflecting major shareholders commitment in AA. If a right issue is called AA will drop like a stone given the negativity recently.
AA have one of better managed hedging policy on oil and debt which makes it less affected by the volatility of oil and forex on its bottom line.
Malindo air parent cpy have very bad track record in Indon market but not highlighted in our Mass media here. Mas is still working out its mess which I think still not viable in the long term. Rayanni well usually religious fellow are blinds by reasoning...so it should do well but than again the blind cannot accept it if halal is only a logo and some ritual. AA only have to cruise along to do well here.

Posted by twot > 2016-04-18 12:05 | Report Abuse

Ya! Very good points of view! I don't see any reason why don't want to buy Airasia. It is very possible to up to at least RM4-5 by this year!

Posted by jimtph > 2016-04-18 12:06 | Report Abuse

twot, thanks for your sharing.
Recently the price hike for AA is very exciting. My first buy on AA is on Jun/2014, at price of 2.47. At that time my TP is RM3. Near to end of Dec/2014 it reached 2.94. While still waiting for my TP, the nightmare of AA began! QZ8501 missing, GMT reports, bad news week by week.. After then, I start to accumulate more AA, 1.79, 0.98, 1.30... and finally stop at average price of 1.4+. After multiple turbulences, it finally reach to a bright sky. It was an excited journey!

Now the important question: What is my TP this time?

Posted by Icon8888 > 2016-04-18 12:09 | Report Abuse

moneySifu, this is Paperplane. You can find out his background from the article. He was exposed when Calvintaneng accidentally leaked out his name.

Paperplane has confirmed that is him. He made a big hoo ha complaining to admin LOL

https://www.hubbis.com/individualprofiles-content/1012

Posted by Icon8888 > 2016-04-18 12:12 |

Post removed.Why?

Posted by yeekarwai88 > 2016-04-18 12:14 | Report Abuse

第一次看到icon写华语，哈哈。

Posted by VenFx > 2016-04-18 12:17 | Report Abuse

爱慷8888 果然 深藏不入 敬佩 。

Posted by twot > 2016-04-18 12:55 | Report Abuse

Icon8888- 我想那只飞不高飞不远的纸飞机，应该是老早卖了，后悔莫及。现在想压低价钱买回

Posted by supersaiyan3 > 2016-04-18 13:00 | Report Abuse

twot, 以事論事。
（短期因素）
一、油價高時，亞航收取燃油附加費，一年大概多收六億。油價低時，取消燃油附加費，你們所謂的「Saving on fuel」大概也是一年六億。你只能說機票便宜了，所以「可能」「比較」「多一點」人出行，而已。
二、如果你說的80c是從比較低的股價RM0.80算起，還是從業績宣佈的RM1.40左右算起，那麼RM2.20大概也到頂了。
三、之前我算了算，大概首季純利也是了不起一億八千萬。
四、如果你只考慮一季的話，你想想，菲、日、印尼、印度、X會不會在來季虧損撥備增加呢？現在馬幣回升只是一季的事情而已，下一季可能持平或又掉下去了，他們會不會把握機會，讓財報往後不再有類似的大幅虧損呢？
五、有時間的話，上亞航網站看看機票價格高不高，你大概就知道下季數季好不好。八十多巴仙承載率不見得就是好，可能很多票是幾十塊賣出去的。


（長期因素）
另外，東安．費南迪斯的很多策略是氣死人了。
一、油價低時應該盡量多買油期，他偏偏跟你說他認為以後油價都會低。
二、你要Franchise給那麼國家，必須要有Pricing Power，偏偏他賣便宜！其實，航空更重要的是安全、準時、省時、資訊的傳達、禮貌的服務、連接，偏偏沒有把這些最最重要的事情傳達給消費者。
三、如果你有研究的話，被當作「殖民地」的子公司沒有幾家是做得好的。把東西以超貴的價格「transfer pricing」給子公司只會讓子公司的員工士氣低落。你看東尼坐陣印尼，一走飛機就掉了。如果不是永遠解決不了，就是很久很久才能夠解決。
如果你認真研究一下，為什麼飛機會掉？他們要在風暴來之前沖過去，對不對？
四、如果你認真想想的話，所有的子公司都資本嚴重不足，股東又不願意注資，對不對？
以小博大，自食其果。
五、但東尼注資後，大概不需要借那麼貴的美元歐羅，算是一種進步。

Posted by paperplane2016 > 2016-04-18 13:09 |

Post removed.Why?

Posted by paperplane2016 > 2016-04-18 13:10 | Report Abuse

supersaiyan3 made a fairer comments, this is what we need. Instead of some losers painting pure BEAUTIFUL picture luring ppl to buy

Posted by paperplane2016 > 2016-04-18 13:12 | Report Abuse

I never said I am against AIRASIA, to make clear statement. but, you need to compare the risk also to make fair statements.

Posted by goreng_kaki > 2016-04-18 13:14 | Report Abuse

跌倒1块以下没有人敢买，起到2块才来叫好？？？？？

Posted by Tom > 2016-04-18 13:19 | Report Abuse

你现在才知道这个世界有多奇妙 :)

Posted by goreng_kaki > Apr 18, 2016 01:14 PM | Report Abuse

跌倒1块以下没有人敢买，起到2块才来叫好？？？？？

Posted by twot > 2016-04-18 13:21 | Report Abuse

以事论事是很好的，每个个股都有好有坏，但是想Paperplane到处贬低所有人的分析就不对！你的一些观点真的是很有参考价值，比如票价和油价等。
很多人说Airasia从80sen起到现在2.xx已经起了很多，不值得买。但我觉得这很不公平，因为当Airasia跌到80sen时，Index跌到15xx，再加上那个季度亏损，况且Airasia也在1.40横摆了许久。我觉得应该用1.40，到现在也不过50%。
我觉得，我所说的80sen应该加在现在的2.xx上才对，因为1.40到2.xx的升幅我觉得是上个季度result好的原因，况且起了那么多，PE也才10，是非常合理的！而我所说的80sen，是这个季度Forex和油价将要所贡献的。再加上PT的增加，相信多多少少Revenue也会有所提高，所以这个季度后还要在升至少1.50应该完全没有问题的！（当然前提是现在的状况不会突然恶化）

Posted by twot > 2016-04-18 13:40 | Report Abuse

This is the last time I reply to paperplane. Lets just ignore him. Saying everything good is not far but saying everything bad is also not fair. U managing a fund? Dont make people laugh please. U cant even understand well what people wrote, how u analyse things well?
From my title "还有什么理由不在至少这个季度拥有AIRASIA” mean is for short term, also mean in this quarter, u got no reason not to buy airasia.
and then from first paragraph "觉得不得不跟大家分享一点我的小发现",i just want to share what I found, I didnt say I did a full analysis.
Second paragraph,"众所周知，最能影响Airasia Net Profit的就是Forex和Fuel Expenses.（还有最近两个季度可以看到Indonesia Airasia的亏损）" mean this article is more focus on discussing oil and forex. Even foreign airasia also not the main point thats why i put "()"
And i also tell u the reason why I didnt mention about debt, I really worried about your IQ if u still dont understand
Im sure that everyone is understand what im talking about,maybe u are not smart enough or your chinese is bad...shame on u
Im sure u dont dare to use your real name to write those comments because even you urself know is bullshit!别再说一些愚蠢的话，来暴露你的低智商。

Posted by supersaiyan3 > 2016-04-18 16:35 | Report Abuse

毋庸置疑，亞航是一家卓越的公司，是世界冠軍。

但是，到底是換輪胎的世界冠軍，還是打羽球的世界冠軍呢？你換輪胎再快，最終也是僅可糊口而已。換得快，可能比同行多賺一點。

亞航如果要賺到很多很多的錢，就必須懂得利用自身的優勢，把機票賣Premium的價錢。可是目前還看不到。

企管方面，你想想為什麼外匯虧損那麼多，對沖策略有起作用、還是倒米的多？油期對沖又倒了多少米（不如直接買現貨）？設立那麼多子公司，大部份經營出問題，又為什麼要這樣倒米？現在東尼又「放眼」越南、緬甸等等，要穩定起來遙遙無期啊！

亞航賺的錢是省出來的。為了省錢，弄了那麼多花招騙顧客的錢。為了省錢，可以提前起飛越過暴風雨。為了省錢，可以讓投訴專線用者自付。殊不知，道德、安全、信任等等才能夠真正讓你賺大錢的品質。

Posted by supersaiyan3 > 2016-04-18 16:38 | Report Abuse

算死草！