rather, does the emperor WANTS to wear clothes?

Thanks. I see.

Mind sharing why you said to exit DL in 2013? You saw something? Like to keep that in mind for the future.

3 major consumer product companies all dropped their earnings in 2014. Weird. Must be something significantly "wrong" to trigger that, I think.

Cheerio.

sorry cannot remember exactly already...

slowdown in profit growth/declining profits/slump in profit margins are stuff you might want to look out for....

management sleeping

This post has been edited by nexona88: Jun 17 2015, 09:08 PM

many ppl struggle to find jobs nowadays.. crisis coming soon......

too many to rescue.. 1MDB, PFI, AA, etc etc.. KWSP ada wang lagi?

This 'debt based' business model is there from day one....
They simply leveraged to the max...
thinking that using other people's money (banks money) is the 'smart' way to build a business....

however as you and I know...
such a business model carries extreme risk....
and that you cannot leverage it to 'almost infinity' as to what AirAsia is doing now....
sooner rather later .....

it will ..................................................................

by then the BOD already kenyang and burping lo

who and what to say they aren't already?

Just for info.

http://www.airasia.com/iwov-resources/my/c...ncials-2005.pdf

page 37. Total borrowings AirAsia then was only 95.4 million.

today. http://cdn1.i3investor.com/my/files/dfgs88...--591047246.pdf

page 33. Total borrowings now stand at 13.1 BILLION.

page 35. shows total hedging. see the total amount of forex and interest rates hedges....

page 11 shows total capital commitment

don't worry...

the owner of Queens Park Rangers said yesterday company is fundamentally strong...

share is not down today...it is up now...







ps:


***

so in 2005, AirAsia had borrowings of 95.4 million.
today in 2015, AirAsia had borrowings of 13.1 Billion.

is billion dollar borrowings now a national sport?

This post has been edited by Boon3: Jun 18 2015, 09:16 AM

Why no one noticed/mentioned BAT

Dividend yield is decent again

whatever they are drawing, needs shareholders' approval and are disclosed in the AR....

need to see the business model mah. the company is asset based company, all the assets are funded for sure.

who the h*ll will pay cash for 10-20 airbus at one time?

also, back then, airasia only has 2 aircrafts, now? of course the company will grow, so is the borrowings, no?

entry cost is simply too high lar...

Of course ...this is exactly the business modal of an airline company.

Leverage, leverage and more leverage.....

Can it high continued leverage sustain forever?

Right now, already 12 billion debts in the hole...
By the time all aircrafts taken delivery...
We are looking at 90 billion plus debts...


Billion dollar leveraging....this is a national sport now?



PS: Usd 300 million bond funding?
Where all their banks?

1 lot lor...no one ask u buy 10++ lots

what is div yield?

Dividends per annum / Market price

debt is good as long as profit > interest expense
but now interest cost > profit (less demand)

thats why not good

PADINI DY also very high

well looks like that the new "in" thing

at 90 billion plus debts (full Plane delivery) AA would have overtaken 1Mxx