not bad. quick recovery.

a costly move by AAX for not hedging fuel price. well, its also opportunity for mr. market to price it ahead.

didnt expect opportunity to be around the corner so soon. what a volatile swing :)

first attempt by mr. market to test 2.60. nothing much going on from the external headlines or commentaries by analysts. 6 buy calls 5 hold calls with median tp of 3.44; cautious and boring ratings :) Looking ahead - SG assets: not doing well on VIP gaming and all eyes will be watching whether The Laurus will be able to bring back the VIPs. Tourist arrivals is strong and bodes well for mass gaming and non-gaming segment. MY assets - a blip in q4'25 and all eyes on Visit Malaysia 2026 with the target of 43mil visitors. US assets - RWLV the biggest swing factor due to its volatility, a blip as commented by CEO, the ball is on the new board's court to deliver the results, no news on Empire's non-gaming assets sale to Sullivan County, RWNYC - all eyes on the execution plan to deliver Phase 1 launch by mid of 2026. Share price wise - hope (going up), disappointment (going down), sideway and the cycle repeats again since 2024 :) Will 2026 follow the same cycle?

it will take a while, at least 6 to 12 months for the damage done from the jet fuel spike; assuming demand to pick up despite the higher fuel surcharge or air fares.

Its a good thing as can be seen from the current growth shown by Frontkn, Vuiton Lim. However, it comes with a risk due to key customer concentration. So, we have to do our own risk management instead of assuming high growth lasts forever.

SMBU demand may continue to outperform SEBU

China's exports surged in the first two months of this year despite trade tensions with the US. Official figures show exports jumped by more than 20% in January and February, which is almost three times the rate predicted by economists. It puts the country on track to top the record-breaking annual trade surplus it saw in 2025. The announcement comes as US President Donald Trump is expected to visit China in early April to meet his Chinese counterpart Xi Jinping.

The world's second largest economy is heavily reliant on exports as it faces a number of issues including weak consumer spending, a shrinking population and a property market crisis. Beijing typically combines January and February trade data to adjust for distortions caused by the Lunar New Year holiday, which falls on different dates each year. China's exports were boosted by strong demand for electronics while shipments of agricultural and manufactured goods also rose.

Trade with European countries grew by 27.8%, while exports to Asean countries - a group of South East Asian nations including Thailand, Singapore and Philippines - climbed by nearly 30%. But China's exports to America fell more than 10% as Trump imposed tariffs and other measures to address trade imbalances between the two countries.

The impact on airlines may take a while to digest due to the spike in jet fuel which has spiked more than double and higher than the projections for 2026. What it meant here is that airlines will report compressed margins due to higher jet fuel; lower earnings if you will.

Listing of US assets will not be easy with minorities in GenM