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[转贴] 利淡出尽已超卖 趁低吸购亚航等反弹
2015-09-23 11:33
东尼
（吉隆坡22日讯）亚洲航空（AIRASIA，5099，主要板贸服）股价大挫后，投资者认为，现在是购入该股的时机。
亚航股价8月创下纪录低点，从16个月前，印尼业务发生空难时的股价顶峰，大挫了70%。过后账目又被质疑，还面对令吉贬值的冲击。
不过，Areca资本总执行长黄德明认为，该股股价大挫后，现在有买入的价值。
他说：“我们相信，大部分坏消息都已经计算在内，且该股抛售过度。”
该投资公司8月买入了亚航的股票，黄德明指出：“该股还有上涨空间，其中一个原因，就是低油价将对亚航有利，所以我们入场。”
他还补充，自己从来不喜欢持有航空股，因为该领域高风险。
股价被低估
“但亚航是例外，目前股价和公司价值间有很大的折价，所以买入。”
8月，GMT研究公司质疑亚航的账目、财源、现金流、负债和集团架构，也对有关联号公司的账目透明度表示担忧，导致亚航股票大跌63%。
过后，外资撤资，令吉贬值，亚航股价跌幅加剧。
其他不利因素，包括印尼政府发现13家航空公司的资产状况处于负数，若无法在指定期限内注资，将负资产转正，就会面临营运执照被吊销的命运。
至少6基金买入
不过，彭博社的资料显示，自亚航股价8月触底，至少有6个基金已买入或加码。
过后，该公司宣布回购10%股权，亚航股价也连续上扬了3天。
今年内，亚航股价跌幅高达49%。
目前油价介于每桶45美元，是今年来的低水平。
亚航集团总执行长东尼费南德斯8月时指出，该公司明年护盘结束后，燃油成本将节省高到1亿6000万美元（约6.8亿令吉）
。
机队价值超过市值
另外，马银行投行分析员莫欣阿兹9月初的分析报告指出，亚航的机队价值超过市值，目前的资产负债表，并没有反映飞机的真实价值。
他解释，因为该些飞机是在令吉兑美元更高水平的时候所订购。
闭市时，亚航报1.37令吉，跌1仙或0.73%，成交量有8837万3600股。http://www.nanyang.com/node/724791?tid=462
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This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
Ryan Chong
说这些话的时候，这些基金早就早早买好让你们接货了..
2015-09-25 11:44