it wasn't much of an analysis really...
just noting stuff of what I read here and there......

honestly speaking...
I think Tony has gotten way too much credit....... cos basically he's done nothing.
this was a leverage up business model which he is applying on AirAsia....

and for a small country like ours...
it's dangerous.... (who will bear the bailout of AirAsia when it happens in the future?)
leverage kills..... sooner rather than later...
the house of cards can only stack up a few levels high.......

ps: in case you forgot... you should ask gark ..... he's damn good.

I'm a trader...
I do not believe in relying on dividends.
Dividends is nice but it should be regarded only as bonus......

I believe in trading less....
if there's nothing good... or no good idea....
the best idea is to do nothing.

See it's a game of waiting....
you wait to buy...
and you wait to sell.............

in the middle....
when there's nothing.....
you just wait....

...not to pour child water but just remember dividends is not 100% fail safe...cos if and when dividwnda is reduced, the stock can go down one...

Ah Lian?

Did you look at its recent few quarter profits?

Safe? In a way ...yes.
But how are you going to make money?

Huh?

How do you define stable and good dividend?

Nestle? What's the yield? Is dividends increasing or not?

Better still... I know you have BJauto but what's the yield for BJAuto?

So you have graduated to become an auditor ah?

I would not disagree with your assessment on RHB.
It has relatively much smaller fewer branches than CIMB and Maybank, therefor, logically, growth in branches is not impossible.
Having said that, the issue is... I feel RHB does not want to grow.
That's my feeling and thinking (which could be wrong) ....
cos, like I said, every few years, this bank is always involved in some sort or merger/sale plan....
which means, how could the management focus on what they are doing with such a overhang issue?

I think I sell ikan one.
cos I have nothing to share.......

This post has been edited by Boon3: Mar 6 2015, 09:06 AM

LOL!!!

You don't play with any spiders?

All stocks are risky.

And because it is risky, a pure dividend player is seeking to get the best option for the money.
Which means, the yield they get should be more than conventional money market (FD) rate.

If the rate isn't more, why take the risk, since in the stock market, the share price CAN go down?

If you are in the market long enough..
you will hear the following....
oh I make so much dividends from this stock...
but my share price is under water......


Such scenario...
is real...
and it can happen....
if one blindly seek dividend yield......

and not forgetting...
sometimes companies...
would die die dare to ...NOT give/skip dividend ....

example? YTL Power recently (was it 2013 or 2012?)
Many assumed...
big taukeh company...
plenty of cash (plenty of debts too) ......
sure every year got dividend one......
but then..........it happened.....
no dividends were given... and the share was hit hard.

or how about the example of Petronas Dagang?
it was a constant dividend giver....
but did you see how the stock tanked?

Stone fire !!!!

Lousy company sometimes no mean lousy stock.

Oil no drop for last report meh?
Airasia got make money or lose money?

Same buycalll from same analysts..
LOL!

Did they see this problem the last time?

I file report with headmaster.........

LOL!!!

Did you read what happened to AirAsia hedging?

Hedging is useful in most businesses......

But if done wrongly....
Or as gark said 'terbalik'....
U can lose money one.


The bigger elephant for AirAsia is the USD....

And the bulk of their borrowings (12 billion) is in USD.

Not as bad?
Did they even know it would be bad in the first place?

Two words...
Financial costs...

Go see and then do the quarterly comparisons.....