Air_Asia

Air_Asia | Joined since 2015-07-19

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Stock

2019-04-11 11:34 | Report Abuse

AA supporters no need to post here. Just send e-mail to AA IR to release sooner QR if Q1 2019 back to RM hundred million profit.

Stock

2019-04-11 11:29 | Report Abuse

CI weak and possible drop below 1600 soon. If Q1 2019 QR good RM 3.5 AA can join CI in June'19?

Stock

2017-11-23 17:44 | Report Abuse

ASB no 5% no need to announce they trade? ASB bought back at 10 sell at 10.86?

Stock

2017-11-23 17:41 | Report Abuse

If you think AAC sale to rescue why 1.5 years past still no news?

Stock

2017-11-23 17:40 | Report Abuse

Be realistic on AA expectation. They are not banks or Tenaga which can deliver consistent QR. AA subject to oil price, forex loss, etc. AA was cheap at 80 sen-RM 2.5. RM 3 you can still make money although loss also possible if you bought 3.5 and above.

Stock

2017-10-16 06:10 | Report Abuse

TF Korean wife pave way for Korean takeover?

Stock

2017-08-23 20:06 | Report Abuse

When at RM 1 you say below. Forever no need to buy easy. No need posts so many times.

Stock: [TUNEPRO]: TUNE INS HOLDINGS BERHAD
Aug 18, 2017 10:23 PM | Report Abuse

0.8 will be fair buy...
0.6 value buy...
https://klse.i3investor.com/servlets/cube/post/gsi723.jsp

Stock

2017-08-21 00:58 | Report Abuse

Tune report lower profit so AA QR the same?

Stock

2017-08-13 13:25 | Report Abuse

Good for Tune travel insurance?

Stock

2017-08-13 13:15 | Report Abuse

Idiot don't waste time. Simple question why cannot answer?

Posted by Air_Asia > Aug 13, 2017 12:56 PM | Report Abuse X
500 K Plenitude can become top 30 shareholder. Is your name there?

Stock

2017-08-13 12:56 | Report Abuse

500 K Plenitude can become top 30 shareholder. Is your name there?

Stock

2017-08-13 12:55 | Report Abuse

Those who believe ks55 can be trusted pls see his post in AirAsia as proof.

Stock: [AIRASIA]: AIRASIA BHD
Jul 10, 2015 08:22 PM | Report Abuse

Air Asia deemed to be a growth stock.
What is common in all growth stocks?
Growth spurred by borrowing.
If anything go wrong, just say bye-bye and go to PN4......
http://klse.i3investor.com/servlets/cube/post/ks55.jsp?fp=6

Stock

2017-02-14 12:34 | Report Abuse

If you are CW issuers will you push up AA too high?

Stock

2017-02-14 12:33 | Report Abuse

I read CIMB and Maybank report but neither said AA EPS that high.

Stock

2017-02-14 12:31 | Report Abuse

meathere which IBs' give AA 2016 EPS 60-80 sen?

Stock

2017-02-14 12:24 | Report Abuse

batu88 why Q4 2016 not important?

Stock

2017-02-14 12:08 | Report Abuse

Most IBs' give AA 2016 EPS 40-50 sen so coming QR a loss?

Stock

2016-11-30 04:31 | Report Abuse

Air_Asia If EPF dump all what will happen?

dompeilee Since July '15, EPF has sold 51.78mil shares...still have 105.37 million left!
29/11/2016 20:35

Stock

2016-11-30 04:29 | Report Abuse

Anyone here seen Calvin drive Proton?

Stock

2016-11-30 04:15 | Report Abuse

That shows Calvin is empty drum only. His stocks like DRB reported heavy loss but AA can made huge profit.

Stock

2016-11-28 11:43 | Report Abuse

Can call Tony to hedge 2018 oil since good price today.

Stock

2016-11-28 11:40 | Report Abuse

30% 4th qtr 2016 oil unhedged oil drop 4% today.
http://finance.yahoo.com/quote/CL=F?p=CL=F

Stock

2016-11-28 11:38 | Report Abuse

Oil drop today mean even more profit for 4th qtr.

Stock

2016-11-27 17:31 | Report Abuse

AirAsia Berhad - Above Expectations!
Date: 25/11/2016

Source : KENANGA
Stock : AIRASIA Price Target : 3.82 | Price Call : BUY
Last Price : 2.71 | Upside/Downside : +1.11 (40.96%)

Back
9M16 CNP of RM1,163.0m accounted for 77% and 85% of our and streets full-year estimates, respectively, which exceeded expectations as we expect a seasonal stronger 4Q. Positive deviation due to the higher-than expected load factor achieved YTD. No dividends declared as expected. Upgrade FY16E earnings by 7% after tweaking for higher load factor (+2ppt) while keeping FY17E estimates unchanged. Reiterate OP with unchanged TP of RM3.82.

Above expectations. 9M16 CNP of RM1,163.0m accounted for 77% and 85% of our and streets full-year estimates, respectively, which exceeded expectations as we expect a seasonal stronger 4Q. This positive deviation is mainly due to the higher-thanexpected load factor achieved YTD. No dividends declared as expected.

Results highlight. 9M16 CNP saw a significant surge of 162% YoY on the back of 21% growth in revenue that was driven by: (i) better load factor of 87% vis-à-vis 79% in 9M15 albeit an 8% growth in capacity i.e. ASK. In addition, the improvement in yield (sen/RPK: +5%) and its ancillary revenue per pax, which increased by 8% was also the main driver of the significant improvements in profitability. 3Q16 CNP increased 42% QoQ on the back of: (i) higher revenue (+4%) underpinned by better load factor of 89% vs. 86% coupled with higher average fares (+7%), (ii) improved contributions from associates (+214%), and (iii) lower net interest expense (-36%).

Outlook. Going forward, we remain positive on AIRASIA’s outlook premised on low jet fuel cost, improving yields through further improvement in ancillary income per pax of which they aspire to hit RM50/pax in the medium-term and RM60/pax in the longer term through the introduction of more in-flight products, passengers load factors and ancillary income. That said, we also remained excited with their divestment plans, especially its leasing arm i.e. AAC, which is expected by 1Q17 with a potential special dividend pay-out.

FY16 earnings upgrade. Post results, we tweak our FY16E load factor up 2ppt to 85% (from 83%) lifting FY16E earnings by 7% to RM1613m. We make no changes to FY17 CNP as FY17 load factor is already forecasted at 85%.

Maintain OUTPERFORM. We are reiterating our OUTPERFORM call on AIRASIA with unchanged Target Price of RM3.82 based on FY17E PER of 9.0x. We continue to like the stock for its growth potential, competitive advantage in the aviation industry from its low operating costs and a potential special dividend from its divestment in AAC.

Source: Kenanga Research - 25 Nov 2016
http://klse.i3investor.com/servlets/ptres/38535.jsp

Stock

2016-11-27 10:37 | Report Abuse

CIMB Equities Research analyst Raymond Yap in a note expects a minimum of 80% equity in AAC to be sold, and the entire proceeds be declared as special dividend.
He says “given the stronger US dollar, the value of AAC has risen to at least RM1.05 per share on the enlarged, post-placement share base of 3,342 million shares.’’
http://www.thestar.com.my/business/business-news/2016/11/26/airasia-shakes-off-ringgit-weakness/

News & Blogs

2016-11-27 10:06 | Report Abuse

Sure support. TF is M'sian best salesman. RM weak mean more tourists will visit M'sia which benefits AA. Exporters-when Trump become US presidents many factories here will be closed and moved back to US. Many local exporters cannot export to US due to no TPP.

Posted by paperplane2016 > Nov 27, 2016 01:44 AM | Report Abuse
So bro. You support AirAsia?

Stock

2016-11-25 09:33 | Report Abuse

Not talking here 1 day. Find AA up today and EPS really abv 10 sen. Supermax down so no gain from USD and AA don't lose from USD.

Stock

2016-11-25 09:29 | Report Abuse

IB busy buying now. Then only come out new TP.

Stock

2016-11-24 15:47 | Report Abuse

M;sian very respect Tony Fernandes even propose him as FAM president. How abt AA? Any respect?

Stock

2016-11-24 12:00 | Report Abuse

Only sick people got see glove. Must be many sickos here.

Stock

2016-11-24 11:57 | Report Abuse

Healthy people go for tour with AA especially.

Stock

2016-11-24 11:51 | Report Abuse

4th qtr is usually AA best qtr because school holiday will start next week. Even higher load factor?

Stock

2016-11-24 11:48 | Report Abuse

Those optimistic can even forecast 2016 EPS 70 sen or 26.1 sen in Q3 and Q4 or roughly 13 sen EPS each next 2 qtrs. If dividend policy 20% expect 14 sen dividend or DY more attractive 5.14%.

Stock

2016-11-24 11:43 | Report Abuse

Which bank can give FD 3.62% next 6 mth(AA dividend in 6 mths time)? Yet to include AAC sale bec conservative.

Stock

2016-11-24 11:40 | Report Abuse

There is still 20% dividend policy which indicate DY 3.62%.
http://www.malaysiastock.biz/Dividend-Policy/

Stock

2016-11-24 11:37 | Report Abuse

1st half AA EPS 43.9 sen. If conservatively next 2 qtrs AA EPS only 16.1 sen meaning full year EPS 60 sen. So AA PE 4.5 expensive? I add more RM 2.72.

Stock

2016-11-24 10:06 | Report Abuse

Isn't AA load for Sep'16 qtr higher than June'16 qtr? How can we assume drop in profit?

Stock

2016-11-21 09:06 | Report Abuse

As proven past 1 year weak RM actually boost tourism which ultimately benefit AA.

Stock

2016-11-21 09:03 | Report Abuse

Good QR coming this week. Buy when others fearful.

Stock

2016-11-20 21:38 | Report Abuse

AA comrades pls once in a while please attack Calvin counters in their threads since he non-stop postings here. If you don't know I know 1 are DRB, MRCB, Dutaland, etc. DRB and Dutaland is loss making.

Stock

2016-11-20 21:35 | Report Abuse

If Calvin said AA has no pricing then his Proton(DRB) is worse. Cheapest car in M'sia is Axia under Perodua not Proton car.

News & Blogs

2016-11-18 03:49 | Report Abuse

I think temporarily foreign fund are waiting for AA QR to be released. If coming QR still good they are likely to buy back even higher price. So those can hold please hold.