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Azreen

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Posts posted by Azreen


  1. I wish MAS' CEO would join this forum and share some insights, where possible, to all of us here.. That would be interesting..

     

    I wish MAS' CEO would join this forum and share some insights, where possible, to all of us here.. That would be interesting..

     

    I wish MAS' CEO would join this forum and share some insights, where possible, to all of us here.. That would be interesting..


  2. I hope Krispy Kreme will fare better in Malaysia than in Jakarta.. Over the 4 yrs living there, we noticed KK being our neighbourhood donut joint to a very rare mall outlet today. They closed so many outlets throughout South Jakarta, even the one in Plaza Senayan is closed..


  3. My guesses to the answers to your questions:

     

    1 AirAsia is not the analysts' darling. In fact some analysts are very negative about them and that affected their Bursa share price last year, re fuel hedging. Private placement is a bit easier as the valuation may be accepted more easily by the private investors. However, this is a risky move since analysts can retaliate and mark down the shares that are traded in Bursa. Should be interesting although my opinion on local analysts is not that good. Overseas, analysts give profit forecasts too. Over here, they are not so clever to forecast profits! ;)

     

    2 Indonesia AirAsia is loss making. They may not be strong enough to accept an accelerated rate of aircraft arriving for their limited operations. AirAsia has to be careful not to compete amongst its sister companies. Resources deployed must be optimal for total operations, not just one group company.

     

     

    1. Ok clearer now.

    a) The profit forecast issue is a requirement overseas or a trend?

    B) was wandering - the funds raised from private placement will be used to reduce gearing but wouldn't the net effect on the balance sheet be the same? They are still borrowing to repay the debt, rite?

     

    2. Looking at each operation as an independent 'profit' center. I was thinking of a Group wide set up ( right pocket, left pocket).

     

    Thanks.

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