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2016-03-13 19:18 | Report Abuse
Ok at least someone can see that my figures are not from thin air but from the 4Q15 announcement...
FYI fuel surcharge should be taken as part of the fare... seperated just so flyers would feel better
Aircrafts operating lease income not on its associate and JV partner... TAAX... IAAX?? deriving income from its associate and JV partner
Ya....charter flights have gone up... but how is the margin??
Charter flights look like the next best thing that AAX can get... when it can't use its planes for scheduled freights...
Roti canai fella... had no choice but to also sell kacang putih too already... to do and hoping for a bit of sunk cost recovery
Income from kacang putih must be one of the reasons why AAXs 4Q15 GP%... is pathetic
After all the great efforts.... the AAXs great turnaround.. 4Q 2015 only managed a GP % of just 2.255%
(853,945−84,741−31,021−232,043−279,176−207,706) ÷ 853,945 = 2.255%
2016-03-13 15:13 | Report Abuse
Look at the figures....
So how???
You also cant figure??.
2016-03-13 15:06 | Report Abuse
Look at the figures....
That is preciously... why it is so worrying....
2016-03-13 15:01 | Report Abuse
Stockmanmy..... you are denying things
2016-03-13 14:58 | Report Abuse
AAX is now.... going thru AirAsias past...
2016-03-13 14:56 | Report Abuse
Stockmanmy... you are stuck... in the past....
2016-03-13 14:54 | Report Abuse
Big funds are working on AirAsia.... pump then dump... pump then dump...pump then dump... pump then dump...
When the music stopped.... would it stop at... pump... or dump?
2016-03-13 14:48 | Report Abuse
Radzi.. take look...
Revenue from scheduled flights... AAXs actual bread and butter business...
2015
1682728000+98861000 =1,781,589,000
2014
1630120000+344133000 =1,974,253,000
Down RM 192,664,000 (1,781,589,000-1,974,253,000) compared to 2014
Ancillary income from flyers too.... also.. down about RM 110,000,000 compared to 2014
And... in the so called great turnaround Q... the 4Q15.... compared to 4Q14.... also dropped... same as above
How can this be healthy?
Meanwhile....the aircraft operating lease income from its associate and JV partner has gone up substantially... but TAAX IAAXs situations are worst than MAAX and loss making still...
When AirAsias flights revenue dropped... and at the same time its income from leasing aircrafts to its associates gone up... and its associates kept making losses... that was when it got hit by GMT... accusing AirAsia was no longer able to generate its bread and butter income.. instead just gaming its associates...
Can you see the similarities between the AirAsia of then.. and the AAX of now?
2016-03-12 17:27 | Report Abuse
Just ask for one screw as door gift.. and use it on him la...
2016-03-12 17:26 | Report Abuse
Fact is... there were people who have sold at higher prices before you cause they were tipped off long before you... by the management no less
2016-03-12 17:19 | Report Abuse
And... without AirAsias system and all that.... you think AAX can function??? And... its admin expenses so low??
2016-03-12 17:17 | Report Abuse
Aiyo.....AirAsia vs AAX is absolutely OK... because they are not related at all... just have some common directors and AirAsia has about what 13% in AAX.. that is all
2016-03-12 17:14 | Report Abuse
Fact is... there were people have sold at higher prices before you cause they tipped off before you...
2016-03-12 17:13 | Report Abuse
How about IR inform the shareholders first??
2016-03-12 17:12 | Report Abuse
The price has came down from 1.72 to 1.6x in one day after that... are you aware or not???
2016-03-12 17:10 | Report Abuse
Aiya... they told the IB analyst about the EU thingy... what no publicity??
2016-03-12 17:07 | Report Abuse
But.... AirAsia is accommodating the request if GMT now.... you think about it
Tony says he also accountant and in Malaysia you cannot consolidate those accounts because they are not subsidiaries.
2016-03-12 17:05 | Report Abuse
Suffice to say....GMT hit AirAsia as it was bigger... not AAZ because AAX no meat ler
But... there were similar issues in AirAsia then... that AAX is having now
2016-03-12 16:57 | Report Abuse
Maybe... could be.... but try not to harp on the FA....
2016-03-12 16:55 | Report Abuse
It has dropped in Q415... compared to Q414... even if add in the charter flights
2016-03-12 16:54 | Report Abuse
The exact term by GMT..... and I quote.... Gaming the associates... unquote
2016-03-12 16:52 | Report Abuse
HaHa I see you are new to GMT... heard but actually no ideas what GMT was all about...
stockmanmy Aax and other associates have different shareholders.
12/03/2016 16:49
2016-03-12 16:51 | Report Abuse
And... there is also this too......
Type Announcement
Subject TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS)
RELATED PARTY TRANSACTIONS
Description AIRASIA X BERHAD
CHARTER AGREEMENT OF 24 FLIGHTS BETWEEN JAKARTA ("CGK") AND KUALA LUMPUR ("KUL") FROM PT. INDONESIA AIRASIA ("IAA")
Pursuant to Paragraph 10.08(1) of the Main Market Listing Requirements (“MMLR”) of Bursa Malaysia Securities Berhad (“Bursa Securities”), the Board of Directors (“the Board”) of AirAsia X Berhad (“AirAsia X” or “the Company”) wishes to announce that the Company and IAA has on 4 January 2016 entered into the Charter Agreement (“Agreement”) for the provision of twenty four (24) return flights between CGK and KUL which sums up to 8640 seats as a dedicated fly-thru connectivity with the Company’s current Kuala Lumpur – Jeddah (“JED”) – Kuala Lumpur operations and positive returns.
2016-03-12 16:49 | Report Abuse
What do mean not there... almost all the plane leasing income is from the associates... note 32... if I remember correctly
2016-03-12 16:45 | Report Abuse
These are the people that you admire.....
2016-03-12 16:44 | Report Abuse
HaHa stockmanmy the next time you see the Taiwan boss... use one of his products on him....screw him and ask him how come no announcement made in the EU thingy to shareholders... instead just disclosured to analyst??
2016-03-12 16:41 | Report Abuse
This is just for sharing.... I come in peace
2016-03-12 16:39 | Report Abuse
After all the great efforts.... AAXs great turnaround.. 4Q 2015 only managed a GP % of just 2.255%
(853,945−84,741−31,021−232,043−279,176−207,706) ÷ 853,945 = 2.255%
And.... big part of revenue is from leasing of planes to its associate and JV...
2016-03-12 16:36 | Report Abuse
If you ask me.... I would say jjchan has got it right.... that the most part of going on now is all about the big shareholders maneuver behind the scene for self preservation
Ikan bilis... who got caught previously... now kiasu... and hopeful and averaging down now... has helped to push up the momentum..
2016-03-12 16:29 | Report Abuse
How would AAXs results be... if GMT ask AAX for the same document that it has asked AirAsia to prepare? ?
2016-03-12 16:26 | Report Abuse
Actually.. if you look back... it ain't because AAX didnt make profits that its price has fallen very low... as for the most part of late 2014 and in 2015.... it was not valued based on its profitibility at all...
How about TAAX and IAAX... the former almost can't fly to Europe/Japan... and the latter almost lost its licence in Indonesia???
And.... both continue to bleed big time...
And.... the debts due from are building up..
Any capital injections needed soon??
2016-03-11 16:42 | Report Abuse
Today... closed green... means the gone underground EPF... still at it?
2016-03-11 08:20 | Report Abuse
After all the great efforts.... AAXs great turnaround.. 4Q 2015 only managed a GP % of just 2.255%
(853,945−84,741−31,021−232,043−279,176−207,706) ÷ 853,945 = 2.255%
And.... big part of revenue is from leasing of planes to its associate and JV...
2016-03-11 07:57 | Report Abuse
The urgency the urgency the urgency... EPF wanted to sell... rather unnerving...
But.... EPF doesn't fit the profile of a pump and dump syndicate isnt it??
2016-03-10 16:41 | Report Abuse
Mr k shaken and stirred... holding too big... postings also not effective liao... recent strong RM made him can't get a good night sleep... sell : )
2016-03-10 11:45 | Report Abuse
This is a very lousy answer...
You don't know what is going on
You are hereby downgraded to..... a DON'T BOTHER
stockmanmy moi chai....if AA got any debtors, you better write it off.
we got pay first travel later where got travel first pay later?
=======================
Q: What are the criteria... how long must a debt be overdue.. before Price Waterhouse will ask for an allowance for doubtful debt to be made??
10/03/2016 08:52
2016-03-10 08:18 | Report Abuse
Good morning stockmanmy
O... you know Price Waterhouse ah.. o... very good
Hope you can help r°Moi with this question which have been disturbing r°Moi..
Q: What are the criteria... how long must a debt be overdue.. before Price Waterhouse will ask for an allowance for doubtful debt to be made??
Tq
2016-03-10 07:51 | Report Abuse
.
Win Win
Looks like a win win isnt it??
Ikan bilis happy....
EPF also happy.....
Let the good time roll....
Well.... EPF doesn't fit the profile of a pump and dump syndicate isnt it??
.
2016-03-09 14:22 | Report Abuse
Ya ultimate objective... is to huat huat together.. riding AirAsia
2016-03-09 14:14 | Report Abuse
stockmanmy....why dont you write a piece on AAX too??
2016-03-09 14:06 | Report Abuse
jj congrats on the bundle you are making from goreng...
2016-03-09 13:49 | Report Abuse
If you look... you will see todays morning trading was dominated by 1000+ band
2016-03-09 13:47 | Report Abuse
HaHa... no worries... besides core holding.. r°Moi have been trading AirAsia.. have not made a loss trading...
But... big funds buying and selling are handled by professionals eh..
sharktank r moi, dt be sour grape loh if still not back in. : )
09/03/2016 13:03
2016-03-09 13:40 | Report Abuse
No dividend... rights issue every few years.... sure or not? Taken a look at the accounts already or not??
Posted by stockmanmy > Mar 9, 2016 12:58 PM | Report Abuse
airplanes are big ticket items.........lots of depreciation and finance charges.....no money for dividends one....every few years, there will be a right issue....good times or bad times.
Tony must sell some shares during good times so he can finance the rights issues.
2016-03-09 12:44 | Report Abuse
Well.... anyway.... let the good time rolls........ take one day at a time.....
Stock: [AAX]: AIRASIA X BERHAD
2016-03-14 07:58 | Report Abuse
Ask these people to cut their craps..
radzi AAX better fund utilization rate.
13/03/2016 08:40
stockmanmy sell AA buy AAX problem solved.
13/03/2016 15:32