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STOCK MARKET DISCUSSION V150
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south_panda
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Mar 9 2021, 01:30 PM
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Getting Started

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QUOTE(YH1234 @ Mar 9 2021, 01:05 PM) mas also have similar or more flight route and license. Personally I prefer MAS more than Airasia. AA ticket is not really cheap unless u managed to buy during promo period. MAS is providing the best deal (luggage 25-30kg+, food and unlimited drink) for the ticket fee they charged. But too bad they can’t manage the company well
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icemanfx
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Mar 9 2021, 01:32 PM
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QUOTE(YH1234 @ Mar 9 2021, 12:56 PM) 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. QUOTE(LoTek @ Mar 9 2021, 01:28 PM) 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. aax business model is unprofitable and unsustainable. unlikely to survive at current form.
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zstan
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Mar 9 2021, 01:54 PM
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QUOTE(YH1234 @ Mar 9 2021, 12:56 PM) 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. since when has air travel been profitable  at least airasia can potong locals for flights to kota kinabalu and tawau which costs as much as flying to taiwan and vietnam
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wayton
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Mar 9 2021, 02:04 PM
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TG has good dividend.
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Syie9^_^
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Mar 9 2021, 02:10 PM
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TG...
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Taikor.Taikun
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Mar 9 2021, 02:13 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? Pick it up before FF n LI comes back
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skty
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Mar 9 2021, 02:13 PM
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QUOTE(cofin @ Mar 9 2021, 01:00 PM) its the flight route and license to fly ..... errr... its not also.
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Taikor.Taikun
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Mar 9 2021, 02:16 PM
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QUOTE(Syie9^_^ @ Mar 9 2021, 02:10 PM) TG...  I love TG  Just park here
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Rinth
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Mar 9 2021, 02:19 PM
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TG RM2.8B PAT......time to go red later? slightly above expectation nia......
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AVFAN
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Mar 9 2021, 02:24 PM
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QUOTE(Rinth @ Mar 9 2021, 02:19 PM) TG RM2.8B PAT......time to go red later? slightly above expectation nia...... can't say... revenue +12.7% PAT +20.8% Net Margin incr from 50.54% to 54.08% ASP appears to be still rising/holidng. DIVIDEND: QUOTE Financial Year 31-Aug-2021 Subject Second Interim Dividend Type Dividend - Normal or Special Description Single Tier Interim Dividend of 25.2 sen per share Amount RM 0.2520 Ex Date 23-Mar-2021 Entitlement Date 24-Mar-2021 Payment Date 06-Apr-2021
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Syie9^_^
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Mar 9 2021, 02:25 PM
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QUOTE(Rinth @ Mar 9 2021, 03:49 PM) TG RM2.8B PAT......time to go red later? slightly above expectation nia...... the queue on best buy now
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Syie9^_^
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Mar 9 2021, 02:26 PM
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QUOTE(AVFAN @ Mar 9 2021, 03:54 PM) can't say... revenue +12.7% PAT +20.8% Net Margin incr from 50.54% to 54.08% ASP appears to be still rising/holidng. DIVIDEND: net margin have big implication?
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Rinth
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Mar 9 2021, 02:26 PM
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QUOTE(Syie9^_^ @ Mar 9 2021, 02:25 PM) the queue on best buy now  yea...obviously i'm trolling....but Mr market love to troll ppl too lol......
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AVFAN
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Mar 9 2021, 02:27 PM
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QUOTE(Syie9^_^ @ Mar 9 2021, 02:25 PM) the queue on best buy now  let's see between now and 22 mar if shortie will do anything about the 225mil shares!
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AVFAN
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Mar 9 2021, 02:32 PM
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QUOTE(Syie9^_^ @ Mar 9 2021, 02:26 PM) net margin have big implication?  will have to look at the details, the fine lines and footnotes. what other inc, what other costs, donations, fines, product mix... besides ASP. with that, 4 last qtrs, earnings total rm0.95 per share. so, trailing PER = 5.5. This post has been edited by AVFAN: Mar 9 2021, 02:33 PM
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howyoulikethat
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Mar 9 2021, 02:32 PM
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Gloves turn green again. (insert Robert Downey Jr relief face)
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Randomization
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Mar 9 2021, 02:35 PM
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QUOTE(AVFAN @ Mar 9 2021, 02:32 PM) will have to look at the details, the fine lines and footnotes. what other inc, what other costs, donations, fines, product mix... besides ASP. with that, 4 last qtrs, earnings total rm0.95 per share. so, trailing PER = 5.5. QUOTE In 2QFY2021, natural latex concentrate registering a 35% increase to an average of RM5.97/kg and nitrile latex going up 114% to an average of USD2.14/kg year on year, following shortages in supply. However, average prices for nitrile latex have been on the downtrend since the start of 2021, easing by 5% from January 2021 to March 2021, as supply normalises. This is not really comforting. Cost increasing, ASP easing. Many were expecting 3bil NP.
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AVFAN
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Mar 9 2021, 02:38 PM
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QUOTE(Randomization @ Mar 9 2021, 02:35 PM) This is not really comforting. Cost increasing, ASP easing. Many were expecting 3bil NP.  u read wrong - that was about raw materials, not gloves ASP. it said raw nitrile price spiked and then down due to supply improved! This post has been edited by AVFAN: Mar 9 2021, 02:39 PM
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howyoulikethat
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Mar 9 2021, 02:39 PM
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Glove gostan again. Best revenue, profit & dividend ever, but probably now everyone knows it isn't sustainable. Looks like I will be stuck in TS Lim's company for years to come.
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Randomization
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Mar 9 2021, 02:40 PM
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QUOTE(AVFAN @ Mar 9 2021, 02:38 PM) u read wrong - that was about raw materials, not gloves ASP. it said raw nitrile price spiked and then down due to supply improved! You're right, thanks for the correction.
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