Posted by Flintstones > 2018-11-14 22:53 | Report Abuse

This guy might be worth a rm5k subscription fee

Posted by supersaiyan3 > 2018-11-14 23:04 | Report Abuse

BUY, BUY, BUY.

Posted by supersaiyan3 > 2018-11-14 23:15 | Report Abuse

NEO is said to save 15% fuel. I wonder its because of the bigger load or there is another 15% saving on fuel?

Personally I think BIGpay will definitely fail (lack of imagination). Ground handling is brilliant.

By the way, ROKKI free for passengers, that is a great idea.

Posted by Jon Choivo > 2018-11-14 23:23 | Report Abuse

If there ever was an award for Intellectual Yet Idiots (IYI), you may very well take first place.

Posted by Jon Choivo > 2018-11-14 23:29 | Report Abuse

Or you could just be a more refined Bonescythe type character.

Posted by Alex™ > 2018-11-14 23:35 | Report Abuse

ah jon ah ah jon, how's the fund performance? time to submit report card ya

Posted by Alex™ > 2018-11-14 23:36 | Report Abuse

got beat 4.4% FD or not?

Posted by qqq3 > 2018-11-15 00:00 | Report Abuse

certainly a very capable CEO....

Posted by qqq3 > 2018-11-15 00:01 | Report Abuse

Posted by qqq3 > Nov 14, 2018 11:33 AM | Report Abuse X

buy airasia, layhong, supermax.....

Posted by Jon Choivo > 2018-11-15 00:14 | Report Abuse

My benchmark is index. But over the long term, i expect to beat the FD rate very handily ;)

You got lose less than FBEMAS index anot? Or lose more than MIDS index? Haha

====
Posted by Alex™ > Nov 14, 2018 11:36 PM | Report Abuse

got beat 4.4% FD or not?

Posted by Bruce88 > 2018-11-15 08:07 | Report Abuse

Sp div..? how true is that ???

Posted by speakup > 2018-11-15 09:29 | Report Abuse

https://says.com/my/news/half-of-malaysians-are-still-earning-below-rm2-000-a-month
is this true? soooooo many malaysians got money travel, means got money, means the article not true?

Posted by 888newbie > 2018-11-15 10:58 | Report Abuse

Better go and take a bet in the oil market.

Posted by Huat1 > 2018-11-15 11:04 | Report Abuse

Well said :D)

Posted by Pewuf > 2018-11-15 11:11 | Report Abuse

nice writeup, clear and concise

Posted by speakup > 2018-11-15 11:14 | Report Abuse

https://ms.wikipedia.org/wiki/Kayu_ria
Malaysia Baru!

Posted by supersaiyan3 > 2018-11-15 21:45 | Report Abuse

Bruce88, about 2 years ago, Tony Fernandez + 1 inject RM1 billion (the PP) into Airasia. Market believes the deal is, after sales of AAC, Airasia gives a special dividend and so Tony Fernandez + 1 can repay the bank loan.

How true? 99.9% true.

Posted by supersaiyan3 > 2018-11-15 22:01 | Report Abuse

Congratulations!!!!

Oil is bearish near term. Now US got 12 million bpd of shale. OPEC and Russia will go to price war again, very soon. You will see USD50 / barrel very soon, then USD40, USD30 and probably USD20 eventually.

Don't see me normally LELEFEFE, I am still an economist. Keke!

Despite that, market is really weak and getting weaker. Don't expect airfare and load factors to be high in the coming quarters.

Elon Musk said Ford won't survive the next financial crisis. Well, SIA, Cathay may survive, but they got to shrink to survive.

Posted by James Yeo > 2018-11-16 18:35 | Report Abuse

hi David, great analysis there! Would like to reach out to you for some collaborations; I am James from smallcapasia.com here.
Can you email me @ smallcapasia@gmail.com? Thanks!