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 Traders Kopitiam! V7

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Boon3
post Jun 16 2015, 12:25 PM

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QUOTE(kueyteowlou @ Jun 16 2015, 10:40 AM)
today punt some ifca ...

made 2 ipad air2 ...  hmm.gif  hmm.gif

i think ipad air2 gold very ong....

i suggest you go buy
*
Walllllller......jealous die me!

biggrin.gif


TSnexona88
post Jun 16 2015, 06:46 PM

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Bursa Securities queries IFCA MSC over recent sharp fall in price.
Boon3
post Jun 17 2015, 09:44 AM

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QUOTE(Boon3 @ Mar 6 2015, 05:38 PM)
the other thing I was thinking......

1) how much more can AirAsia hedge? tongue.gif

I remember after recent report, Tony was quoted saying that the company has already hedged half of its full year consumption of jet fuel...
which was hedged around on average 80+ (singapore jet fuel )
which means half of AirAsia fuel needs for the year is bought at a much more expensive price.... tongue.gif

anyway... the point is....
in the account....
AirAsia got left 1 billion ....
loans 12 billion....

how much money can AirAsia use to continue to gamble on hedging?

2) the USD debt itself is not constant.
it's expanding cos of AirAsia's commitment to buy new planes.....
this itself is not the elephant...
it's the whale.... tongue.gif

and since the debt itself is expanding...... sweat.gif
*
reply to myself... LOL!

** all gark's fault.... LOL! **

why?

Airasia below 1.60.
Is cheap means good?

we see more and more people fly mahhh.....
all fly also want to use cheap Airasia....
business 'looks' good ma...

QUOTE
anyway... the point is....
in the account....
AirAsia got left 1 billion ....
loans 12 billion....


That was what I saw in Feb report.

May's report?

cash increased a bit to 1.6 billion... *they sold fei kei and they sold some travel company hor*

but Airasia loans now 13.1 billion.


yes... the debt itself is expanding like hell!!!!!

can spell unsustainable?

got check the capital commitment? (ie the outstanding fei kei orders..)

total capital commitment is now 81.8 billion!!!!!!!!!!!!!!! (last year only 64 billion!!!)


81.8 billion!!!!!

Malaysia billion hair companies ar?

So many like to be in billion debts one?

trend ah?

how come?


oh... the USD debts?

LOL!

don't worry cos they cleber cleber hedge so much.....
got forex hedge...
got interest rate hedge....

and of course...
all billion dollar hedges.....


so why AirAsia crashing?
why?

how much AirAsia now?
1.60 ah?

Want to buy meh?


mehhhhhh!!!!!!!!

holybo
post Jun 17 2015, 10:23 AM

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QUOTE(Boon3 @ Jun 17 2015, 09:44 AM)
reply to myself... LOL!

** all gark's fault.... LOL! **

why?

Airasia below 1.60.
Is cheap means good?

we see more and more people fly mahhh.....
all fly also want to use cheap Airasia....
business 'looks' good ma...
That was what I saw in Feb report.

May's report?

cash increased a bit to 1.6 billion... *they sold fei kei and they sold some travel company hor*

but Airasia loans now 13.1 billion.
yes... the debt itself is expanding like hell!!!!!

can spell unsustainable?

got check the capital commitment? (ie the outstanding fei kei orders..)

total capital commitment is now 81.8 billion!!!!!!!!!!!!!!! (last year only 64 billion!!!)
81.8 billion!!!!!

Malaysia billion hair companies ar?

So many like to be in billion debts one?

trend ah?

how come?
oh... the USD debts?

LOL!

don't worry cos they cleber cleber hedge so much.....
got forex hedge...
got interest rate hedge....

and of course...
all billion dollar hedges.....
so why AirAsia crashing?
why?

how much AirAsia now?
1.60 ah?

Want to buy meh?
mehhhhhh!!!!!!!!
*
don't let airasia bankrupt leh.. no more cheap flights for malaysian. sad.gif
Boon3
post Jun 17 2015, 10:58 AM

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QUOTE(holybo @ Jun 17 2015, 10:23 AM)
don't let airasia bankrupt leh.. no more cheap flights for malaysian. sad.gif
*
laugh.gif laugh.gif

http://www.theedgemarkets.com/my/article/a...d-issuing-bonds

if the airline is doing good, why want to issue bonds? (US300 million)

answer: 1.6 billion cash, 13.1 billion debts, capital commitment of 81.1 billion.

clearly airasia is lack of money....

this is NOT something new.
we talked about this so many times.

http://www.theedgemarkets.com/my/article/a...ia-calms-down-0

"Calm head here. Share price overreact.......but the fundamentals of the company are strong"

yes!
share prices overreact.
that is exactly why there is oversold and overbought positions.
nothing new, isn't it?

but when a proper investor opens your quarter profit report and read...
I am very positive they will be extremely alarm with your business model.

clearly, your company have over expanded...
clearly, your company went on an orgy and simply ordered new fei kei....
clearly, your company debts is exploding right in front of your face!

..... so is your company fundamentally strong? 1.6 billion cash and 13.1 billion debts? this is what you call fundamentally strong?

so strong that you have to sell and lease back some aircrafts?


Le Don
post Jun 17 2015, 11:17 AM

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QUOTE(Boon3 @ Jun 17 2015, 09:44 AM)
how much AirAsia now?
1.60 ah?

Want to buy meh?
mehhhhhh!!!!!!!!
*
1.50 now
joeaverage
post Jun 17 2015, 11:21 AM

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can anyone share with me site or link to share prices for period of more than 5 years?

bursa's website only has up to 5 years.

thanks!
Boon3
post Jun 17 2015, 11:24 AM

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QUOTE(Le Don @ Jun 17 2015, 11:17 AM)
1.50 now
*
Huh??????????????


jerrychoo2004
post Jun 17 2015, 11:25 AM

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QUOTE(Le Don @ Jun 17 2015, 11:17 AM)
1.50 now
*
a few more bad news and bad market sentiment ... i will not be surprised to see this become a penny stock.
ahwai
post Jun 17 2015, 11:28 AM

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AirAsia is the next MAS, get ready for 0.20 sen
EternalC
post Jun 17 2015, 11:41 AM

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QUOTE(jerrychoo2004 @ Jun 17 2015, 11:25 AM)
a few more bad news and bad market sentiment ... i will not be surprised to see this become a penny stock.
*
QUOTE(ahwai @ Jun 17 2015, 11:28 AM)
AirAsia is the next MAS, get ready for 0.20 sen
*
that bad ah?
holybo
post Jun 17 2015, 11:43 AM

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QUOTE(EternalC @ Jun 17 2015, 11:41 AM)
that bad ah?
*
maybe airasia is technically bankrupt tongue.gif
ahwai
post Jun 17 2015, 12:19 PM

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QUOTE(EternalC @ Jun 17 2015, 11:41 AM)
that bad ah?
*
yes, if next quarter show loss.. gg liao
SUSPink Spider
post Jun 17 2015, 12:29 PM

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Interesting news...

http://www.theedgemarkets.com/my/article/n...sia-says-report
plumberly
post Jun 17 2015, 05:30 PM

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Noted something which I find surprising for recession resistant companies.

Graph below shows the earnings of Guinness, Nestle & Dutch.

Attached Image

Their earnings all started to drop in 2014.

Is the economy already on the downward spin while GDP etc say otherwise?

P/S OK, Guinness may not be considered a recession resistance company. People still drink even in bad time, right? Ha. Maybe they drink even more then!
Boon3
post Jun 17 2015, 05:59 PM

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QUOTE(plumberly @ Jun 17 2015, 05:30 PM)
Noted something which I find surprising for recession resistant companies.

Graph below shows the earnings of Guinness, Nestle & Dutch.

Attached Image

Their earnings all started to drop in 2014.

Is the economy already on the downward spin while GDP etc say otherwise?

P/S OK, Guinness may not be considered a recession resistance company. People still drink even in bad time, right? Ha. Maybe they drink even more then!
*
I had suggested to exit Dutch Lady ... i think back in 2013.
price around 49 or so...

there were a few who did not like what I was suggesting....

c'est la vie .... smile.gif


ps: I would call a pass on all 3 at this moment....

ps:ps: I strongly detest recession resistant companies themed 'investing' ...... just not my liking tongue.gif



felixmask
post Jun 17 2015, 06:12 PM

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QUOTE(Boon3 @ Jun 17 2015, 05:59 PM)
I had suggested to exit Dutch Lady ... i think back in 2013.
price around 49 or so...

there were a few who did not like what I was suggesting....

c'est la vie .... smile.gif
ps: I would call a pass on all 3 at this moment....

ps:ps: I strongly detest recession resistant companies themed 'investing' ...... just not my liking tongue.gif
*
biggrin.gif waiting your crystal ball to call buy.
Boon3
post Jun 17 2015, 06:18 PM

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QUOTE(felixmask @ Jun 17 2015, 06:12 PM)
biggrin.gif waiting your crystal ball to call buy.
*
tongue.gif .................. icon_question.gif .............. tongue.gif
river.sand
post Jun 17 2015, 06:31 PM

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QUOTE(holybo @ Jun 17 2015, 10:23 AM)
don't let airasia bankrupt leh.. no more cheap flights for malaysian. sad.gif
*
Tourism Malaysia will come to rescue Air Asia.

Anyway, we still have Malindo. If you fly to Singapore, can consider Tigerair; if you fly to Philippines, consider Cebu Airways..
Boon3
post Jun 17 2015, 06:42 PM

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QUOTE(river.sand @ Jun 17 2015, 06:31 PM)
Tourism Malaysia will come to rescue Air Asia.

Anyway, we still have Malindo. If you fly to Singapore, can consider Tigerair; if you fly to Philippines, consider Cebu Airways..
*
Everything that has the word BILLION also rescue meh??? sad.gif

Look at the accounts LAH

1.6 billion cash vs 13.1 billion debts.

already committed to buy 81 billion worth of aircraft.....


is this type of company ok?
is this type of company called fundamentally strong?

yeah... we get cheap air flights.... but ask yourself at what cost?




meanwhile the boss and the airlines.... also dunno get what dunno AWARDS!

laugh.gif

does the emperor needs to wear clothes? rolleyes.gif

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