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 STOCK MARKET DISCUSSION V150

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gapipig
post Mar 9 2021, 12:15 PM

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QUOTE(zstan @ Mar 9 2021, 12:10 PM)
Seems like many people confused Air Asia with Air Asia X laugh.gif

once interstate allowed and most people get vaccinated Air Asia gonna fly at full force. Revenge domestic travelling.
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I think domestic traveling will save AA... if our number of cases are kept at two digits, people will fly domestically for vacation...
Seng_Kiat
post Mar 9 2021, 12:18 PM

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QUOTE(icemanfx @ Mar 9 2021, 12:03 PM)
Our border is unlikely to open by end of this year. it will take up to 2 to 3 years from border opened for air asia business to return to 2019 level.
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Agree with the border open, it may take 2-3 years to fully operates as it was. realistically, AA price was about RM3 more or less and today at RM1. Collecting today and if it really recover in 2 years time, share price back to RM3 level in 2/3 years time. That is return of about 70-100% per annum ... brows.gif brows.gif brows.gif
edisoner90
post Mar 9 2021, 12:22 PM

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QUOTE(Seng_Kiat @ Mar 9 2021, 12:18 PM)
Agree with the border open, it may take 2-3 years to fully operates as it was. realistically, AA price was about RM3 more or less and today at RM1. Collecting today and if it really recover in 2 years time, share price back to RM3 level in 2/3 years time. That is return of about 70-100% per annum ...  brows.gif  brows.gif  brows.gif
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Rather than the up return, have u consider the debt repayment and impairment which AA need to pay to bank and Boeing after terminate the contract?

that was a huge debt which even tony dont even want to step into it.. proving the hole debt are way to big to swallow.

i would say AA true value will only go up in 2023.

This post has been edited by edisoner90: Mar 9 2021, 12:28 PM
zstan
post Mar 9 2021, 12:29 PM

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QUOTE(edisoner90 @ Mar 9 2021, 12:22 PM)
Rather than the up return, have u consider the debt repayment and impairment which AA need to pay to bank and Boeing after terminate the contract?

that was a huge debt which even tony dont even want to step into it.. proving the hole debt are way to big to swallow.
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Air Asia or Air Asia X...?

https://www.theedgemarkets.com/article/aira...-tony-fernandes


skty
post Mar 9 2021, 12:31 PM

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if you guys considering AA for investment, do look beyond their airline business.
zstan
post Mar 9 2021, 12:37 PM

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QUOTE(skty @ Mar 9 2021, 12:31 PM)
if you guys considering AA for investment, do look beyond their airline business.
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true.. now become ah long & food delivery
howyoulikethat
post Mar 9 2021, 12:42 PM

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QUOTE(zstan @ Mar 9 2021, 12:37 PM)
true.. now become ah long & food delivery
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Hahahhha
With its "super app", maybe bcome the nxt WeChat of Malaysia? laugh.gif
Deathscythe@@
post Mar 9 2021, 12:47 PM

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I overheard more and more of my colleagues(new to investments) want to hoot Bursa for investment. Is it a sign that we need to pull out soon? The Daily Trading Participation really quite alarming as both foreign & local institutions disposal and retailers to pick up? are we & global really in "recovery" phase a? Especially to those plan to withdraw Isinar for the investment?

This post has been edited by Deathscythe@@: Mar 9 2021, 12:51 PM
Vanguard 2015
post Mar 9 2021, 12:48 PM

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QUOTE(statikinetic @ Mar 9 2021, 11:32 AM)
Or wait for a change in weather.
Current season not condusive.
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Now is the dry season fanning the fire and causing all the glove stocks to burn.

I am waiting for rain to come. It is supposed to rain by today or within the next 1 week.

Otherwise, I will have to pull out all my troops in stages. No point letting them burn to death. sweat.gif
SUSEBBattlefield
post Mar 9 2021, 12:49 PM

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QUOTE(howyoulikethat @ Mar 9 2021, 12:42 PM)
Hahahhha
With its "super app", maybe bcome the nxt WeChat of Malaysia? laugh.gif
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wechat of malaysia dah ada....
it's called michat brows.gif brows.gif brows.gif brows.gif
infested_ysy
post Mar 9 2021, 12:50 PM

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QUOTE(JustcallmeLarry @ Mar 9 2021, 11:25 AM)
why so many people here dismiss tech??
I thought tech is the future of Malaysia???
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Tech macam recovering today

Later tonight see your Facebook feed. Those stock gurus who have been strangely quiet the past 2 weeks will all come out and say "see? I told you so! Tech always can buy wan, tech is the future, y u no believe me last time?" 🤣
skty
post Mar 9 2021, 12:51 PM

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QUOTE(zstan @ Mar 9 2021, 12:37 PM)
true.. now become ah long & food delivery
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the most value asset is not their airplanes.
SUSYH1234
post Mar 9 2021, 12:56 PM

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QUOTE(zstan @ Mar 9 2021, 12:10 PM)
Seems like many people confused Air Asia with Air Asia X laugh.gif

once interstate allowed and most people get vaccinated Air Asia gonna fly at full force. Revenge domestic travelling.
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aax is for longer flying time route. airasia is mainly domestic and south east asia. i dont think domestic flight is profitable, the foreign tourist incline to fly numerous times when they come to this region, especially among thailand msia indonesia spore because airasia is pretty cheap to them. without the foreign tourist or border remain close, i suppose aa cant survive. not sure how is the response of their unlimited pass launch recently, but at least they work very hard to make money, by hook or by crook.

cofin
post Mar 9 2021, 12:58 PM

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QUOTE(Deathscythe@@ @ Mar 9 2021, 12:47 PM)
I overheard more and more of my colleagues(new to investments) want to hoot Bursa for investment. Is it a sign that we need to pull out soon? The  Daily Trading Participation really quite alarming as both foreign & local institutions disposal and retailers to pick up? are we & global really in "recovery" phase a? Especially to those plan to withdraw Isinar for the investment?
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Its a sign you need to pick up those widely known stock for now because newbie always buy those stock they day day see and hear.......

when your colleagues enter then you sell to them and earn their money .......

Its once in a lifetime for you to earn their money
cofin
post Mar 9 2021, 01:00 PM

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QUOTE(skty @ Mar 9 2021, 12:51 PM)
the most value asset is not their airplanes.
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its the flight route and license to fly .....
pinksapphire
post Mar 9 2021, 01:03 PM

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QUOTE(Vanguard 2015 @ Mar 9 2021, 12:48 PM)
Now is the dry season fanning the fire and causing all the glove stocks to burn.

I am waiting for rain to come. It is supposed to rain by today or within the next 1 week.

Otherwise, I will have to pull out all my troops in stages. No point letting them burn to death.  sweat.gif
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Uncle, what you plan to do if rain today or next one week?
SUSYH1234
post Mar 9 2021, 01:05 PM

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QUOTE(cofin @ Mar 9 2021, 01:00 PM)
its the flight route and license to fly .....
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mas also have similar or more flight route and license.
icemanfx
post Mar 9 2021, 01:13 PM

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QUOTE(Deathscythe@@ @ Mar 9 2021, 12:47 PM)
I overheard more and more of my colleagues(new to investments) want to hoot Bursa for investment. Is it a sign that we need to pull out soon? The  Daily Trading Participation really quite alarming as both foreign & local institutions disposal and retailers to pick up? are we & global really in "recovery" phase a? Especially to those plan to withdraw Isinar for the investment?
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when da ma, da shu, student, etc think they are better than expert, is about time to exit the market. however, at initial phase, price fly due to their buying.

QUOTE(YH1234 @ Mar 9 2021, 01:05 PM)
mas also have similar or more flight route and license.
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a zombie company.
squarepilot
post Mar 9 2021, 01:18 PM

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QUOTE(pinksapphire @ Mar 9 2021, 01:03 PM)
Uncle, what you plan to do if rain today or next one week?
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If rain today, more grain to harvest

If rain next week, more grain to plant

LoTek
post Mar 9 2021, 01:28 PM

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Aax is like a scam (for shareholders), they dump all the non profitable routes there. I might be wrong but I noticed before covid, many china flights, and hk of course, are still under AA and they are expensive PROFITABLE flights, mostly from lack of competition.

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