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2020-08-07 12:45 | Report Abuse
photoshop 101% lol
keep expectations at normal please
500m already super good
2020-08-05 00:17 | Report Abuse
nicely done
2020-02-07 19:18 | Report Abuse
the bribe was not even given.. so what is the fuss?
2019-11-29 09:47 | Report Abuse
thanks for the info @geary and @koyee
still a hold for me
2019-01-09 11:02 | Report Abuse
Please la, nobody here wanna see you two passive aggressive drama here.
Don't be another bwc investo thank you!
2018-05-08 16:05 | Report Abuse
trust is earned not by a simple word trust me
good to know all weak holders selling now
2018-03-01 10:26 | Report Abuse
gz all old believers of airasia :)
RM 2,615.6 million max to be paid out as dividend. Do your maths
2018-02-23 18:36 | Report Abuse
@DickyMe You withdraw at ATM? This is not your bank ATM card bro
2017-09-10 01:59 | Report Abuse
Previous sharing he mentioned Airasia will limit down due to bad quarter report ;)
2017-05-31 16:51 | Report Abuse
saddest day in airasia forum, supermx won
2017-05-31 16:49 | Report Abuse
price keep changing.. who will leave
2017-05-25 10:28 | Report Abuse
selldown most likely due to terrorism, nothing fundamental
2017-05-24 10:11 | Report Abuse
heart no feel, steady boys, all the way up to rm 4
2017-05-15 09:07 | Report Abuse
thought my pc broken.. why AA no update price lol
2017-05-11 15:37 | Report Abuse
short term investor here.. take profit soon.
thank you airasia
2017-05-05 00:43 | Report Abuse
Crude Oil WTI 45.82 -2.00 -4.18%
2017-05-04 16:39 | Report Abuse
prime time for TF to announce tonight
2017-05-04 16:35 | Report Abuse
panic sellers all gobbled up again
2017-05-04 09:37 | Report Abuse
bro super.. monday where got open
2017-05-02 16:03 | Report Abuse
check out Chart 1: AirAsia’s Forward PER on page 3
http://cdn1.i3investor.com/my/files/dfgs88n/2017/05/02/1505982808--1854015257.pdf
2017-05-02 15:53 | Report Abuse
already so close to icon's TP.. u guys selling or holding till announcement or to grave?
2017-04-26 13:51 | Report Abuse
KIA investo is back.. time to hit some buttons ppl
2017-04-26 11:13 | Report Abuse
jelly you all with warrants, i am a turtle all in mother only
gogogo AA.. time to spike up
2017-04-25 19:29 | Report Abuse
http://www.bursamalaysia.com/market/listed-companies/company-announcements/5406189
INTENTION TO DEAL DURING CLOSED PERIOD by Tony
Buying or selling?? Time will tell
2017-04-25 13:43 | Report Abuse
i think many cant handle the heat and will sell prematurely (including me) lol..
2017-04-23 19:59 | Report Abuse
Agong's Installation tmr so market closed? aw :(
2017-04-22 23:05 | Report Abuse
@batu thx, watching the video now
2017-04-21 17:57 | Report Abuse
EPF buying again
Disposed 18 Apr 2017
220,000
Acquired 18 Apr 2017
2,502,000
http://www.bursamalaysia.com/market/listed-companies/company-announcements/5403817
2017-04-21 12:26 | Report Abuse
Macquarie Equities Research (MQ Research) wrote a report on the recent meetings between Pos Malaysia and AirAsia’s CEO regarding their willingness to cooperate on the logistics for the digital free trade zone. From the meetings, MQ Research expressed their positive view on the collaboration, seeing potential long-term earnings and shareholder value for both companies.
MQ Research has “Outperform” rating for Pos Malaysia, AirAsia and AirAsia X, with their top-of-the-Street target prices of RM7.40, RM4.00 and RM0.490 respectively.
Conclusion
Recent meetings with Pos Malaysia CEO Dato’ Shukri and Malaysia AirAsia CEO Aireen Omar suggest a willingness to cooperate in the logistics element of the digital free trade zone. Such cooperation, in MQ Research’s view, would be positive for both long-term earnings and shareholder value; for AirAsia and AirAsia X it will increase utilisation of belly cargo space and for Pos Malaysia it will see better utilisation of its upcoming fulfilment centre.
Impact
Online marketplace + fulfilment services at an airport with excess runway capacity & abundant land for expansion + low-cost high-frequency airline + digital free trade zone = an ideal fit. Combining Pos Malaysia’s expertise in last-mile delivery and its upcoming fulfilment capabilities at the world’s first digital free trade zone in Kuala Lumpur International Airport, with AirAsia’s high-frequency, quick airport turnaround and low unit cost model, MQ Reasearch see Pos Malaysia, AirAsia and long-haul sister AirAsia X, as an ideal fit to provide a time- and cost-efficient logistics solution to Alibaba’s first overseas e-hub.
AirAsia group is the leading LCC in Asia with the highest frequency and number of destinations. As the lowest unit cost producer, it is able to provide its under-utilised belly space to transport e-commerce items in a cost- and time-efficient manner.
These factors, in MQ Research’s view, facilitate Jack Ma’s eWTP (Electronic World Trade Platform) proposal where small-to-medium enterprises (SMEs) can easily plug into global trade via e?commerce and “overcome transactional, custom clearance, logistics and financing challenges”.
Earnings accretive. Such a collaboration, in MQ Research’s view, would be earnings-accretive, where each party earns revenue on its under-utilised assets (warehouse for Pos Malaysia and belly space for AirAsia and AirAsia X).
AirAsia CEO Aireen Omar said that its low-cost courier product RedBox has not reached its potential. Dealing mainly through cargo agents and operating without a cargo warehouse, its cargo revenue makes up only ~2% of airline revenue in FY16A. Its ASEAN peers, Singapore Airlines and Thai Airways, generate ~10-11% of revenue from cargo.
Action and Recommendation
MQ Research rate Pos Malaysia, AirAsia, and AirAsia X Outperform and have top-of-the-Street target prices of RM7.40 (+51% total shareholder return (TSR)), RM4.00 (+27% TSR) and RM0.49 (+23% TSR), respectively.
MQ Research’s investment thesis for these stocks are:
Pos Malaysia is an asset turnover story, helped by reforms undertaken by the company to turn it into a more efficient postal operator.
AirAsia has upside potential from leasing portfolio monetisation.
MQ Research believe AirAsia X will be able to sustain profitability trends in FY17.
Source: Macquarie Research - 21 Apr 2017
http://klse.i3investor.com/blogs/kltrader/121237.jsp
2017-04-20 12:03 | Report Abuse
@angelol @valuegrowth it is 23rd
2017-04-20 09:35 | Report Abuse
panic sellers just now all gobbled up
2017-04-19 11:26 | Report Abuse
Just ignore him while report abuse. Happy peaceful days ahead. Cheers
2017-04-19 10:04 | Report Abuse
Macquarie Equities Research (MQ Research) released a research note on AirAsia, following a meeting with the group’s CEO, reiterating their outperform rating and keeping their price target at RM4.00.
Event
MQ Research reiterates their outperform rating on AirAsia with an unchanged target price of RM4.00 (+34% total shareholder return) following a meeting with Malaysia CEO, Aireen Omar. Key takeaways include: 1) strong demand supporting its reaccelerated growth for the Malaysia entity in 2017, 2) on track for leasing monetisation this year with a guided US$900mn–1.2bn valuation and 3) ramping up initiatives to boost ancillary income given unsatisfactory performance so far.
With the potential for a special dividend accruing from the leasing portfolio monetisation, AirAsia remains one of MQ Research’s top picks in the Asian airline space. The stock trades at a 7.3x 2018E enterprise value/earnings before, interest, taxes, depreciation, amortisation, and rent (EV/EBITDAR) vs its seven-year average of 8.4x.
Impact
7-8 additional fleet for Malaysia, translating to a double-digit capacity expansion in 2017. This is higher than its muted 3.5% compound annual growth compound annual growth rate (CAGR) over the past three years (FY14–16A), which was mired by industry overcapacity, limited bilateral rights on certain routes and a pilot shortage. Rapid expansion should help alleviate some of its domestic routes, which are seeing load factors >90%; build its breadth and depth in China, which would reaffirm its leading market-share position in the China–Malaysia market; and continue building a presence in IndoChina and India.
Leasing monetisation on track as previous guidance. Final bidding closed late-March 2017. AirAsia has identified a buyer and is in a documentation process that will be subject to board and, subsequently, shareholder approval (potentially in May or June). MQ Research understand from management that the portfolio consists of 74 aircraft, thus valuation will fall short of their US$1.8bn valuation which was based on a 150-aircraft portfolio. Nonetheless, MQ Research still sees its’ US$900mn–1.2bn valuation guidance as feasible. Cash proceeds from the monetisation can be paid out as a special dividend (50% payout = 71–95 sen, or a 23–31% dividend yield) or to reduce current net gearing of 1.3.
Ramping initiatives to boost ancillary income. Although ancillary income was up 5% in FY16 to RM46, management feels it was unsatisfactory and maintains its RM60 medium-term target. It is expecting an uplift in FY17, mainly from baggage (being strict on the 7kg weight limit) and duty-free sales. F&B menu could see a change to add excitement and reduce waste, while management is reassessing its cargo business through a potential collaboration with a postal operator to ride on e-commerce growth.
Action and Recommendation
MQ Research reiterates Outperform on AirAsia and has a 12-month target price of RM4.0
Source: Macquarie Research - 19 Apr 2017
http://klse.i3investor.com/blogs/kltrader/121004.jsp
2017-04-18 17:18 | Report Abuse
Thanks to all that help clear the spams ^___^
2017-04-18 16:53 | Report Abuse
closed 3.13.. to be continued tmr
Stock: [SUPERMX]: SUPERMAX CORPORATION BHD
2020-08-10 18:21 | Report Abuse
nice, congratz supermx n holders