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China Avation Oil to hit above $1.60? Post Reply Rate topic
onionknight Veteran	08-Mar-2018 16:17        onionknight About Contact  Quote this Post!
x 0   x 0  Alert Admin	this is rich... i wonder who is the one cannot take the harsh reality? stop shooting your own leg happy holding~ HKLim6      ( Date: 08-Mar-2018 13:51) Posted: You may have said that, but it is obvious the implication was that CAO's business will be eaten by hi-speed rail. Why would you suddenly appear in this thread and spread negativity? Not only did comment but others. Would it have anything to do with your argument with SGTrader17 in the Creative thread? Come back to the thread when you learn how not to invade other threads just to get your petty revenge on other people who have pointed out realities you simply cannot deal with. onionknight      ( Date: 08-Mar-2018 12:52) Posted: if you can read, I was refering to the limitation of domestic flight sector in china due to china' s high speed railway development, which is currently at the top of the world. come talk to me again when tokyo and sydney both become part of china
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kelvintan84 Veteran	08-Mar-2018 16:11        kelvintan84 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Hmmm... 🤔 I agree the risk is chinese govt policy... But look at their past practise, they have been blocking foreign players in all key domain.. Google, Facebook, amazon.. That's why Baidu, tencent and alibaba did so well... Of course CAO won't be as big as the 3 mentioned, purely due to the fact of low margin... And oil price being unpredictable.. But hey, I can take consolation to the fact that a Ssh of CAO is China ah gong... Ah gong won't shoot his own leg right... onionknight      ( Date: 08-Mar-2018 12:49) Posted: a good chunk of CAO' s price evaluation lies on the fact that it is the monopoly. how much would it lost overnight if it loses this status? Is there any strong reason why china would ever want to have 1 jet fuel supplier only? I can' t see any For me a status is not considered as a company' s fundamentals, as it can be taken away anytime and especially in china where they put the state & political party interest above individual and company interest.  I don' t want to wake up one day to see my investment value get slashed by decisions made by the communist party
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HKLim6 Member	08-Mar-2018 13:51        HKLim6 About Contact  Quote this Post!
x 0   x 0  Alert Admin	You may have said that, but it is obvious the implication was that CAO's business will be eaten by hi-speed rail. Why would you suddenly appear in this thread and spread negativity? Not only did comment but others. Would it have anything to do with your argument with SGTrader17 in the Creative thread? Come back to the thread when you learn how not to invade other threads just to get your petty revenge on other people who have pointed out realities you simply cannot deal with. onionknight      ( Date: 08-Mar-2018 12:52) Posted: if you can read, I was refering to the limitation of domestic flight sector in china due to china' s high speed railway development, which is currently at the top of the world. come talk to me again when tokyo and sydney both become part of china. HKLim6      ( Date: 08-Mar-2018 12:29) Posted: China outbound travel projected to grow 9 percent per year until 2021. Are they going to take midas trains to Sydney and Tokyo?
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onionknight Veteran	08-Mar-2018 13:12        onionknight About Contact  Quote this Post!
x 0   x 0  Alert Admin	it is only worth 1.5 now because it still can monopolize on such little margin. but then maybe because the margin is so little, that' s why no one else want to enter lol anyway this counter doesn' t really benefit from oil recovery as it is a supplier not producer, instead it will be hurt by volatile oil prices which is happening NOW. huathuat88888      ( Date: 08-Mar-2018 13:05) Posted: But FY2017 supposed to be a good biz year for CAO. But I look at their results vs FY2016. Declined a bit. Margin is less than 5% ? Think only 1.5%. This is risky biz. Not as rosy as the picture painted out to be. kelvintan84      ( Date: 08-Mar-2018 12:32) Posted: That guy in jail liao. That's why BP bought into CAO and took a board seat... That's why the mega rally ma...
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huathuat88888 Elite	08-Mar-2018 13:05        huathuat88888 About Contact  Quote this Post!
x 0   x 0  Alert Admin	But FY2017 supposed to be a good biz year for CAO. But I look at their results vs FY2016. Declined a bit. Margin is less than 5% ? Think only 1.5%. This is risky biz. Not as rosy as the picture painted out to be. kelvintan84      ( Date: 08-Mar-2018 12:32) Posted: That guy in jail liao. That's why BP bought into CAO and took a board seat... That's why the mega rally ma... huathuat88888      ( Date: 08-Mar-2018 12:27) Posted: How is CAO current mgt like ? Remember the previous CEO fiasco ?
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onionknight Veteran	08-Mar-2018 12:52        onionknight About Contact  Quote this Post!
x 0   x 0  Alert Admin	if you can read, I was refering to the limitation of domestic flight sector in china due to china' s high speed railway development, which is currently at the top of the world. come talk to me again when tokyo and sydney both become part of china. HKLim6      ( Date: 08-Mar-2018 12:29) Posted: China outbound travel projected to grow 9 percent per year until 2021. Are they going to take midas trains to Sydney and Tokyo? onionknight      ( Date: 08-Mar-2018 02:21) Posted: Saw some silly saying "ooh US domestic aviation industry so good, so Chinese domestic aviation must be good in the future " really has no clue. All the major cities in China can be reached via high speed rail train within a few hours, because geographically they are much more centralized and closer to each other than US cities. Would you take train from Beijing to Shanghai or take a flight? But in US, will anyone take train from New York to LA/chicago/Seattle?
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onionknight Veteran	08-Mar-2018 12:49        onionknight About Contact  Quote this Post!
x 0   x 0  Alert Admin	a good chunk of CAO' s price evaluation lies on the fact that it is the monopoly. how much would it lost overnight if it loses this status? Is there any strong reason why china would ever want to have 1 jet fuel supplier only? I can' t see any For me a status is not considered as a company' s fundamentals, as it can be taken away anytime and especially in china where they put the state & political party interest above individual and company interest.  I don' t want to wake up one day to see my investment value get slashed by decisions made by the communist party
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kelvintan84 Veteran	08-Mar-2018 12:32        kelvintan84 About Contact  Quote this Post!
x 0   x 0  Alert Admin	That guy in jail liao. That's why BP bought into CAO and took a board seat... That's why the mega rally ma... huathuat88888      ( Date: 08-Mar-2018 12:27) Posted: How is CAO current mgt like ? Remember the previous CEO fiasco ?
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HKLim6 Member	08-Mar-2018 12:29        HKLim6 About Contact  Quote this Post!
x 0   x 0  Alert Admin	China outbound travel projected to grow 9 percent per year until 2021. Are they going to take midas trains to Sydney and Tokyo? onionknight      ( Date: 08-Mar-2018 02:21) Posted: Saw some silly saying "ooh US domestic aviation industry so good, so Chinese domestic aviation must be good in the future " really has no clue. All the major cities in China can be reached via high speed rail train within a few hours, because geographically they are much more centralized and closer to each other than US cities. Would you take train from Beijing to Shanghai or take a flight? But in US, will anyone take train from New York to LA/chicago/Seattle?
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huathuat88888 Elite	08-Mar-2018 12:27        huathuat88888 About Contact  Quote this Post!
x 0   x 0  Alert Admin	How is CAO current mgt like ? Remember the previous CEO fiasco ?
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kelvintan84 Veteran	08-Mar-2018 12:24        kelvintan84 About Contact  Quote this Post!
x 0   x 0  Alert Admin	The point is, there are few rail players in China. But only 1 jet fuel player. If I am not wrong only less than 10% of China pop has passport (need to check again), make a guess of the size of the aviation industry when it bumps up to say... 15%? I will reevaluate my investment when CAO loses it's monopoly status or if BP leaves the board, or else this remains one of the best proxy to china's growth, especially now that US is closing it's border. Observers      ( Date: 08-Mar-2018 07:31) Posted: I think there are a lot more airports than there are high speed rail terminals. Not everyone lives near a high speed rail terminal. Domestic airports that don' t require immigration are much cheaper and easier to build and operate also. The key is, as the middle class grows, so will air travellers, and these middle class people live all over China. onionknight      ( Date: 08-Mar-2018 02:21) Posted: Saw some silly saying "ooh US domestic aviation industry so good, so Chinese domestic aviation must be good in the future " really has no clue. All the major cities in China can be reached via high speed rail train within a few hours, because geographically they are much more centralized and closer to each other than US cities. Would you take train from Beijing to Shanghai or take a flight? But in US, will anyone take train from New York to LA/chicago/Seattle?
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SgYuan Supreme	08-Mar-2018 08:41        SgYuan About Contact  Quote this Post!
x 0   x 0  Alert Admin	Month chart - rally from 0.5 to 1.8 since 1st Aug 2015 - SMA 20 trend showing uptrend to sideline - EW show in wave c correction. - Wave c dn 1.79 to 1.47 Hope it end at 1.47. If Px break 1.47, then wave c become ext EW on w3. Good luck.
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Observers Elite	08-Mar-2018 07:36        Observers About Contact  Quote this Post!
x 0   x 0  Alert Admin	I remember their rail minister got caught and sentenced to death a few years back. Is the investigation which started from the top " tiger" finally reaching down to the construction contractors " flies" ? onionknight      ( Date: 08-Mar-2018 02:07) Posted: In China rail still >> aviation. But look at midas, all contracts supported by CRCC, the state owned company, Still went kaput LMAO. Many went bankrupt investing Chinese companies because the corruption is rampant and they are so damn good at covering things up
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Observers Elite	08-Mar-2018 07:31        Observers About Contact  Quote this Post!
x 0   x 0  Alert Admin	I think there are a lot more airports than there are high speed rail terminals. Not everyone lives near a high speed rail terminal. Domestic airports that don' t require immigration are much cheaper and easier to build and operate also. The key is, as the middle class grows, so will air travellers, and these middle class people live all over China. onionknight      ( Date: 08-Mar-2018 02:21) Posted: Saw some silly saying "ooh US domestic aviation industry so good, so Chinese domestic aviation must be good in the future " really has no clue. All the major cities in China can be reached via high speed rail train within a few hours, because geographically they are much more centralized and closer to each other than US cities. Would you take train from Beijing to Shanghai or take a flight? But in US, will anyone take train from New York to LA/chicago/Seattle?
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onionknight Veteran	08-Mar-2018 02:21        onionknight About Contact  Quote this Post!
x 0   x 0  Alert Admin	Saw some silly saying "ooh US domestic aviation industry so good, so Chinese domestic aviation must be good in the future " really has no clue. All the major cities in China can be reached via high speed rail train within a few hours, because geographically they are much more centralized and closer to each other than US cities. Would you take train from Beijing to Shanghai or take a flight? But in US, will anyone take train from New York to LA/chicago/Seattle?
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onionknight Veteran	08-Mar-2018 02:07        onionknight About Contact  Quote this Post!
x 0   x 0  Alert Admin	In China rail still >> aviation. But look at midas, all contracts supported by CRCC, the state owned company, Still went kaput LMAO. Many went bankrupt investing Chinese companies because the corruption is rampant and they are so damn good at covering things up
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SgTrader17 Elite	07-Mar-2018 21:17        SgTrader17 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Ya, I saw how exciting Creative was today and yesterday. Looking at my hard earned funds, in China aviation industry is safer than buying headphones. You only have one China aviation industry but headphones, anyone can make new models and new technology in any time soon. That's why it is call Creative. Glad that I am a boring person who don't like exciting stocks. Berani      ( Date: 06-Mar-2018 20:27) Posted: why bother stay to this stock... go creative, delong or AEM la... so exicting commando      ( Date: 06-Mar-2018 16:22) Posted: Sti surge so much.....but this one laggard leh
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msksmsks Supreme	07-Mar-2018 08:59        msksmsks About Contact  Quote this Post!
x 0   x 0  Alert Admin	Perpectual bear running ard calling cut loss, bear trend, mkt wl drop etc..... Nothing constructive...... Know what u  are buying and wait for harvest.......rather than blowing hot air . Cheers
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famouspinky Supreme	07-Mar-2018 06:48        famouspinky About Contact  Quote this Post!
x 0   x 0  Alert Admin	Still hav chance for u to cut loss SgYuan      ( Date: 06-Mar-2018 23:07) Posted: I have told u in 19 Jan this is in abcde correction base on EW. To be more precise it is in d up cycle. So the e cycle is going down. The e cycle now is a dntrend EW Fr 1.71. Now on w5. Hopefully w5 endd at 1.47. Then a new EW start from here. New uptrend EW 1.47 w1 1.55 w2?1.49 w3? SgTrader17      ( Date: 06-Mar-2018 20:59) Posted: Understand that those three are surging high. But to me it's too high now, meaning too much risk level for me to enter at this point. Creative down from 10 today, if I really greedy and took the plunge, probably already on a losing ground without any funds to hold. At least, I know China aviation wouldn't suddenly go into no business or any much lower for the coming future and the only way for CAO to go will be advancing upwards from current lows with less risk of downside at current level. Holding onto CAO will give me better sleep than holding Creative. Not that it would not go up even more, but going up without knowing what's next to come, is not safe for me. Those bought 10 today wouldn't expect it to drop to 8.40, I suppose. That's what I mean. Not for me to play those kind of risks. Gd luck to those into it. I will still stick to CAO.
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SgTrader17 Elite	06-Mar-2018 23:17        SgTrader17 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Thanks, bro. I am long on this counter, so I won't be too much bothered by its fluctuations. The dividends are going into my pockets in May or a June and with profits from the share price too. A company with good prospects and paying good dividends, I buy and keep. If still at this level of 1.50, month end I have more funds, will top up a bit more. Seriously, I don't need to worry about its daily share price. How big is China and it's aviation industry? I also can't answer. LMFAO. Btw, thanks again. Appreciate it. I will go into Cosco again one of these days. SgYuan      ( Date: 06-Mar-2018 23:07) Posted: I have told u in 19 Jan this is in abcde correction base on EW. To be more precise it is in d up cycle. So the e cycle is going down. The e cycle now is a dntrend EW Fr 1.71. Now on w5. Hopefully w5 endd at 1.47. Then a new EW start from here. New uptrend EW 1.47 w1 1.55 w2?1.49 w3? SgTrader17      ( Date: 06-Mar-2018 20:59) Posted: Understand that those three are surging high. But to me it's too high now, meaning too much risk level for me to enter at this point. Creative down from 10 today, if I really greedy and took the plunge, probably already on a losing ground without any funds to hold. At least, I know China aviation wouldn't suddenly go into no business or any much lower for the coming future and the only way for CAO to go will be advancing upwards from current lows with less risk of downside at current level. Holding onto CAO will give me better sleep than holding Creative. Not that it would not go up even more, but going up without knowing what's next to come, is not safe for me. Those bought 10 today wouldn't expect it to drop to 8.40, I suppose. That's what I mean. Not for me to play those kind of risks. Gd luck to those into it. I will still stick to CAO.
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