Posted by twot > 2016-04-18 17:33 | Report Abuse

说得好！道德、安全、信任等等才能夠真正讓你賺大錢的品質！但我想补充几点：
首先，你说的观点，更倾向与长期方面的，其实关于长期这点，我也是还在观察中。
我也想请教你一个问题，就是先不说长期未来，这个季度，Airasia会交出令人惊喜的report，应该是毋庸置疑的吧？至少好过2015Q1，如果接近或超越Q4就更好。你的看法如何？
第一，关于对冲的问题，我觉得一家企业，应该跟关注于业务的发展。至于对冲策略呢，能尽量做多好就多好，而不是变成一个赚钱的工具或特别计较纠结说没有把价格定在最低价。比如说，能把120++的Fuel Cost降到70++就足够了，再低再定过也不迟。况且，把价格定下，对一家企业做budget或定策略也应该更方便。如果，fuel cost还在降那么就再hedge，不就当作是额外的收入咯！
第二，关于外国亚航经营的问题。我的看法是亚航想先垄断廉价的航空，可能是做法太过于激进，而导致了一些问题。而且亚航只要先拿下足够的市场份额，以后再把品牌树立起来，机票就能够卖Premium的价钱了！（据我所知，外国亚航的名声也没有想象的糟糕）而且从我追踪新闻以及在Quarter Report上的了解，外国亚航无法盈利，也是因为他们的cost太高了！回到我说提到的，外国亚航的状况最近也没有变得比较恶化，Forex和oil price对他们肯定有益的，对吧？这个季度，无论是减少亏损或贡献盈利，对这个季度Airasia的Net profit的影响应该是正面的，对吧？

Posted by twot > 2016-04-18 17:39 | Report Abuse

我真的觉得Airasia才刚刚开始，就像去年Export主题一样，还有一整年要起呢！
http://klse.i3investor.com/blogs/sin_chew_hot_stocks/94994.jsp

Posted by paperplane2016 > 2016-04-18 17:51 | Report Abuse

whatever twot, you speak like some toot toot.....bye

Posted by supersaiyan3 > 2016-04-18 19:07 | Report Abuse

第一，亞航的對沖比較像那種輸很多很多錢的散戶一樣，油價低時買一點點，油價高就怕死拚命買。（但歸根究底還是因為資本不足）！所以我說不對沖好過對沖！整體來說已經輸了很多錢！
第二，你看看上季印尼亞航到底虧了多少錢！當然東尼說情況在好轉，選擇相信他也無可厚非！
亞航畢竟是消費股，還是以馬來西亞為基地的消費股。現在這種市況，人民能省就省，去旅遊的會有多少？

Posted by 77huat77 > 2016-04-18 19:14 | Report Abuse

你这就错了 大哥生活越困难 可是人还是会透过其他方法 发泄的 比如旅行 啊什么什么的
说什么经济困难 的 matta fair 还不是比去年跟多人

Posted by twot > 2016-04-18 19:21 | Report Abuse

Hahaha! 若如你所说，真的是不对冲比对冲好
从往年的历史来看，Airasia的营业额是不会受到经济的好坏影响的，都在逐年增加！
况且，如果经济不好，亚航不更就是首选吗？

Posted by 77huat77 > 2016-04-18 19:22 | Report Abuse

你们越说不好 我越是想加码airasia

Posted by Ricky Kiat > 2016-04-18 19:47 | Report Abuse

第一次看到icon写华语 x 2 ... (^o^)

Posted by Ricky Kiat > 2016-04-18 19:48 | Report Abuse

paperplane's face are a bit babyfat... LOL

Posted by paperplane2016 > 2016-04-18 19:58 | Report Abuse

That's not me. U all better get ready to get sued.

Posted by paperplane2016 > 2016-04-18 19:59 |

Post removed.Why?

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

twot,thumb up for u, AA is on uptrend of very good earning. Next quarterly report will tell the story.

Posted by moneySIFU > 2016-04-18 20:07 | Report Abuse

哇咯，还是作者厉害，我第一次看到Icon先生说华语，赞一个！

Posted by Ricky Kiat > 2016-04-18 20:08 | Report Abuse

paperplane is very angry liao ....calm down lah...bro... babyfat is very cute...

Posted by twot > 2016-04-18 20:14 | Report Abuse

OMG! I dunno this paperplane so childish 1 ah...still wan sue ppl wor...I tot he just a jobless guy, now I know he just a kid that not yet grown up! Go do u homework please...Tmr still need to go primary school. Don't come here comments bullshit ever again, here is for adults!!!

Posted by moneySIFU > 2016-04-18 20:15 | Report Abuse

Yes, that's what YOU need to learn, paperplane, not WE, how to talk politely and contribute with points, nevermind if it is positive or negative.

Supersaiyan3, very good discussion contribution.
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Posted by paperplane2016 > Apr 18, 2016 01:10 PM | 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 Icon8888 > 2016-04-18 20:37 |

Post removed.Why?

Posted by zbaektree > 2016-04-18 20:40 | Report Abuse

How about me?

Posted by Icon8888 > Apr 18, 2016 08:37 PM | Report Abuse

One forum member said his fat face looked like 老千

Posted by Icon8888 > 2016-04-18 20:40 | Report Abuse

http://mymalaysiainvesment.blogspot.my

This is his stoopeed blog

Nothing from him, all cut and paste others, especially KC Chong

Posted by zbaektree > 2016-04-18 20:42 | Report Abuse

Better than jobless cook

Posted by DONGFANG > 2016-04-18 21:34 | Report Abuse

加油

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

Haha paperplane is VP ?! Seriously ?

Posted by yeohhh > 2016-04-18 22:23 | Report Abuse

So cute and cubi face...

Posted by paperplane2016 > 2016-04-18 22:50 | Report Abuse

By the way, must well u copy jho loh photo and said is me better. Give it a try con con bee

Posted by Anonymous_my > 2016-04-19 03:38 | Report Abuse

Guys, no need to argue who's right or who's wrong here. Before the result is out, everyone deserves their own view. Only time will tell who's right and who's wrong then.

Twot, you said you are sharing your view here so that everyone else can make money from this... but something to ponder, if everyone else make money, who will be the losers? Where does everyone's profit coming from?

Posted by twot > 2016-04-19 08:51 | Report Abuse

Ya...why can't everyone make money if buy now? Those who losing money is they buy late and buy at high price!

Posted by paperplane2016 > 2016-04-19 13:04 | Report Abuse

towt, how u know now not high? Or now not too late? It is comparative opinion.

Posted by Johnnys > 2016-04-19 13:15 | Report Abuse

1. Great Eastern 人寿保险
（保额RM30,000.00+意外保险rider RM500,000.00)
2. 公司的团体保险(薪水的月薪x42)
3. MRTA保险(和房屋贷款挂钩）一次还完。
4. 医药卡(公司给于的医药卡）
5.个人意外保险RM200,000
6.AXA LIFE人寿保险RM10,000+CI rider=RM50,000

bought o many Insurance?

Posted by paperplane2016 > 2016-04-19 14:23 | Report Abuse

little only. kesian me no money.

Posted by Johnnys > 2016-04-19 14:35 | Report Abuse

Use those Insurance $$ to buy Airasia you already earn 30 years from insurance company will pay you!!!!

Posted by paperplane2016 > 2016-04-19 15:34 | Report Abuse

toot ttoot
See how ppl write? This is the TOP QUALITY lah that you should follow
http://klse.i3investor.com/blogs/ethg/95046.jsp

Posted by twot > 2016-04-19 16:28 | Report Abuse

That is an article you guys must go to read!Btw anyone know is paperplane retarded? Why he cant understand what people say? Keep ask questions that people already answered previously! He is "managing a fund" but he cant even understand what ppl say,so free to appear on i3 to comment bullshit. He able to "run a funds" but he act like uneducated. Im sure he is still a kid that nothing to do after school and come here kacao kacao.

Posted by paperplane2016 > 2016-04-19 22:03 | Report Abuse

Whatever u said,I don't care.

Posted by twot > 2016-04-20 15:38 | Report Abuse

http://klse.i3investor.com/blogs/kianweiaritcles/95122.jsp

Posted by Chris18 > 2016-04-28 01:33 | Report Abuse

Paperplane is Steven Yong?