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2017-05-15 23:01 | Report Abuse
MAS and Malindo could give promotional price but they will never understand Low Cost Carrier. LCC makes money when they give low price. But MAS and Malindo barely survive when they give low price. Makes sense ? Yes ? No ? Ya, it makes sense.
2017-05-15 22:57 | Report Abuse
John Lu : If next quarter result , profit = 250 million , price will explode up.
2017-05-15 22:22 | Report Abuse
My thots about Malindo and MAS.
Before selling tickets, they already loss 20% margin to Airasia. The clue is the business model. AirAsia / AAX seat configuration is 14% more than their competitors. At similar price ticket , AAX profitability is 14% higher tgan Malindo and MAS.
2nd. , Malindo and MAS could not capture customer segment that travel light. These segment will always choose AAX because for every single fuel saving made by less baggage , the benefit is immediately returned to the customer.
Third , not all passenger want to eat or drink in plane. For every saving that AAx made by not ordering food, the saving is returned to the customer. For MAS, food sold is for the benefits of political linked company.
Fourth, staff related cost. No increment. No hotel ( even in Japan) . How they do it , figure yourself.
So, what ever promotion MAS and Malindo is making will eventually hurt themselves. They cant compare AAX to them.
2017-05-15 21:56 | Report Abuse
Quite near . I hope that estimate is accurate.
2017-05-15 21:32 | Report Abuse
For every share that MacQ sold in the market , they loss opportunity of what capital gain that shares can give in the future. For an opportunity , there is a cost. Your cost is holding power and weighted average cost of capital. that you gainfrom fixed deposit. Since capital fain from aax is greater than discout rate of FD, then you are making a smart investment moves.
2017-05-15 21:28 | Report Abuse
Mr Pouper , if you dont have peace of mind , just sell. In February 2016, when i3 people are nervous about AAX Q4 result , i bought. So kewl , and it was my biggest investment gain in my life !!!
2017-05-15 20:32 | Report Abuse
newinvestor17 : So troublesome to get a flight for this short distance. I usually take chopper and i ask my pilot to stop somewhere near kukup to get some fresh kerapu.
2017-05-15 20:26 | Report Abuse
supersaiyan3 : our estimate do concur. It should be between RM 150 million to RM 200 million for Q1. Q2 would be strong too, as forex gain around RM 30m to RM 40 m.
2017-05-15 18:58 | Report Abuse
it is up to you. Your miney . Poker is not my game.
2017-05-15 18:56 | Report Abuse
if price goes up due to syndicate , when they pull out the plug, you will cry
2017-05-15 18:55 | Report Abuse
if price goes up due to fundamental , and when it goes down a bit, it will go up back in matter of time.
2017-05-15 18:53 | Report Abuse
IWCity is a casino. You cant control the syndicate there. Price goes up or down is based on syndicate whim and fancy and not based on fundamental. If u want to buy iwcity tomorrow , just buy. I am not buying.
2017-05-15 17:33 | Report Abuse
I am already in both legs almost all in. Let's hope for the best. I have not touch my margin account yet.
2017-05-15 16:24 | Report Abuse
if u want to sell just sell. i told u i am buying. U cant stop me from buying
2017-05-15 16:23 | Report Abuse
how is your ablegroup that you promoted ?
2017-05-15 11:32 | Report Abuse
Kenteoh94 : Great you are still holding .
2017-05-15 11:29 | Report Abuse
Somebody big might wanted to buy AAX at a lower price. That is why daily hentam their bullet to push AAX down, but , it does not go down as what they wanted. All their bullets are being absorbed. Maybe they also had become a party of the buyer after realising that they cannot push the price down as they wish.
2017-05-15 11:24 | Report Abuse
I dont know why this two junior investment banker wanted to distract investors to buy other stocks than the stock of this forum and, asking investors to sell their stocks. Must be something boiling within this stock such that they eager to see the price of this stock goes lower.
2017-05-15 11:17 | Report Abuse
This is going to be the time where MacQ will pay-off investor of call-warrant. This will be the time.
2017-05-15 11:15 | Report Abuse
hahahahaha... my bullets hit 0.50 and 0.505 . Sell more , you bloody bankers. Sell more !!
2017-05-15 11:11 | Report Abuse
hahahahaha my bullets hit buying at 0.50 and 0.505 ..i am very happy
2017-05-15 10:06 | Report Abuse
Two young junior investment bankers are MacQ agents in i3, AAX forum.
2017-05-15 09:39 | Report Abuse
Mac agents are shivering , they are employing distraction tactics to save their butts. Don't buy any Mac call-warrant in the future. If anyone buys, everyone will be trapped into their game.
2017-05-15 09:24 | Report Abuse
Macq agent are monitoring, if webput more buying pressure , they will remove their sell quantity.
2017-05-15 09:00 | Report Abuse
at least two MacQ agents are operating in AAx i3 forum and you guys know who they are.
2017-05-15 08:55 | Report Abuse
kenteoh94 , save your comment in cck forum.
2017-05-15 08:53 | Report Abuse
There are two types of negative people here. The first type dont want you guys to promote AAX, the second type distract you to buy other counters. Of course you can buy buy you need to study those counters first. Dont be blinded with cold call. Any counter that has been up will go down, any counter that has gone down after up will go up again.
2017-05-15 08:47 | Report Abuse
AAX is the world market leader of long haul LCC Airline. It is a world beater. Soon, it will have a strong market presence in the USA. With the coming of fuel efficient Airbus Neo, growth is guaranteed. Who dont want to invest in growth and profit making company, please sell now.
2017-05-15 08:42 | Report Abuse
I have to do that because there are people like you, Newinvestor17 , who asked profitable investor of AAX to invest in your loss-making counter - Ablegroup.. The profit that investors has made by investing in AAX shsll not be wasted or lost in toxic counter like Ablegroup. Remind that to yourself.
2017-05-14 21:29 | Report Abuse
Tony Fernandes - "Now is the best time for me in the airline business".
http://video.cnbc.com/gallery/?video=3000617658
Didn't I told you so ? This interview is in CNBC. Soon, foreign fund will starts to buy in. Hold your share for the future.
2017-05-14 21:25 | Report Abuse
Tony Fernandes says there are a lot of growth to be explored for AAX. Watch his interview with CNBC here. I love this type of entrepreneurial spirit ! AAX is a growth stock in term of revenue, earnings, earning per share , and share price. You wont go wrong with AAX.
http://video.cnbc.com/gallery/?video=3000617658
2017-05-14 21:22 | Report Abuse
http://www.cnbc.com/2017/05/11/flights-to-u-s-west-coast-not-too-far-away-airasia-ceo-says.html
Flights to US West Coast 'not too far away' AirAsia CEO says
The long-haul arm of Malaysian low cost carrier AirAsia could introduce flights to the West Coast of the United States "not too far away" from now, the airline's chief executive Tony Fernandes told CNBC on Thursday.
Fernandes, speaking at the sidelines of the World Economic Forum's ASEAN meeting in Cambodia, was responding to CNBC's question on whether flights to the U.S. West Coast is in the carrier's expansion plans.
"Absolutely, I had a fantastic trip to Los Angeles and I would imagine that's not too far away as well," he said.
AirAsia X, the airline's long haul unit, currently flies to 24 destinations primarily in the Asia-Pacific region. Outside of the region, the carrier flies to the Middle East and Hawaii in the U.S.
Fernandes said other than expanding its network, the company is working on listing its Indonesian and Philippine businesses. Following that, it would look into a secondary listing of its group in either another Southeast Asian country or Hong Kong.
2017-05-14 21:07 | Report Abuse
For ordinary investors, we buy shares only we can see the good things that is going to happen 6 months and 12 months ahead. That is the only way we can beat the IB, the sharks and the foreign funds.
When macroeconomic factors and entrepreneurial spirit of a company gives indication that revenue will be up and cost will be down in the next 6 months , my way is to purchase the stocks of this company. Sooner or later, IB will increase its target price for AAX. We have beaten IB by buying well before they recognize a new higher target price by doing a 6 month to 12 months ahead projection, and we will continue to do so (buy) or (sell) by keeping the track of future 6 months to 12 months earnings projection.
The problem with IB is that their vision is too short and they are not a third party but a second party to some investors. As long as ordinary investor can hold that number of months, then the rewards from holding AAX shares would be very high.
2017-05-14 20:43 | Report Abuse
I have said many months ago, Crude oil price will not cross upper than USD 55. It had been true all this while, and will be true in the future. If previously, I said that crude oil price would stable around USD 45 per barrel, now I think, we may see the price moves down to around USD 43 per barrel.
It is simply because Opec cartel moves helps America to increase its production for oil supply glut in America. Read the news out of the oven at the link below:
http://www.thestar.com.my/business/business-news/2017/05/13/opecs-thorn-in-the-flesh/
We will see a record of USA oil and shale production in 2018.
So, short commodity and oil counter , and long transportation , airline counter including AAX.
2017-05-14 20:36 | Report Abuse
For holding shareholders, congratulations !
2017-05-14 20:35 | Report Abuse
This news is just out of the oven - 11th May. There is 20% passenger growth in KLIA, and AAX achieved double digit growth in April 2017. What does that means ? Higher revenue for AAX in Q2. Higher load factors and higher ancillary revenue. This is the highest increase since 2014. A new record after two years time. This news is at the link below.
http://www.theedgemarkets.com/article/mahbs-april-passenger-traffic-169-%E2%80%94-highest-increase-feb-2014
We already know that Malaysia ringgit is improving and crude oil price has reduced from USD 55 to around USD 47 per barrel. So, increase of revenue coupled with lower cost would only mean high profit. I am not surprise if this Q2 profit would be the highest profit amongst all other Q2 that AAX has gone through.
Congratulation AAX !! See you at 60c.
2017-05-14 19:57 | Report Abuse
A "pro" asked many people to buy Ablegroup . That conpany P/E is negative. Loss making company . That "pro" is NewInvestor17.
2017-05-14 19:55 | Report Abuse
On my flight to Kuching , I met COO of SapuraKenchana took Airasia flight. Eveyone can fly. Even high ranking business traveller is taking AAX.
2017-05-14 19:34 | Report Abuse
Whatever troll that newinvestor17 wanna do so that he can buy at 0.495, I would also gain by buying cheaper stock , a bit higher than what newinvestor17 willing to pay. I am willing to pay 0.5 sen higher than him. Homestly, if u r selling , you may lose a good price. When the big boys and sharks starts to come in, 3 sen will go up in a matter of 30 minutes. All sapu , after yiu go out of toilet or finish phone call with a friend.
Be smart, newinvestor17 indicated he wants to buy back at 0.495. Place a buy at 0.50 , so that you can get them at higher probabily.
2017-05-14 19:27 | Report Abuse
I would put a buy block at 0.50 and 0.505 . I hope can get that price. Wish me luck !! Hope I am lucky third time. Anyone want to sell , please sell.
2017-05-14 19:23 | Report Abuse
Be a pro . Read that and dont succumb to personal attack when you cant defend. AAX id undervalued. AA much better stock than what you promoted newinvestor17 - Ablegroup.
2017-05-14 19:09 | Report Abuse
n ewinvestor17 : Have you not read this ? It had happened.
http://www.theedgemarkets.com/article/mahbs-april-passenger-traffic-169-—-highest-increase-feb-2014
2017-05-14 19:07 | Report Abuse
For me , I am very confident with the outlook of AAX. We take Airasia as a suitable comparison because both of them operate similar business model. AA price has moved from RM 1 to RM 3.50, profitabllity has reached RM 1 billion. AA planes number around 2-3 times of that of AAX. Soon AAX would catch up as they will receive delivery of AIrbus Neo which fuel cost is 14% more efficient. As a sum , it is a growth stock , not only in terms of revenue but also in term of earning. Price will move accordingly . So I am very bullish about AAX. If
2017-05-14 17:30 | Report Abuse
Even without SeaGames, there is already 20% international passenger increase in the month of April. Imagine what effect it has on AAX load factor since AAX achieved double digit growth in its passengers.
2017-05-13 20:26 | Report Abuse
If your intention is to convert to mother share, it is quite unimaginable to purchase at 22.5 sen premium, and better for you to purchase mother share directly.
If your intention is to buy and sell, then WA is a better option than Call-Warrant. you can buy 1.7 WA compared to 1 mother share. Assuming mother and WA goes up at ratio 1 sen : 1 sen , ballpark figure, you make around 70% higher than investing in AAX.
I think AAX will go up in stages, so AAX-WA will also go up in stages. More important is your holding power. For example, financial result coming on the 23rd of May , can you hold till 23rd May ?
2017-05-13 19:54 | Report Abuse
wong : AAX want a mandate from shareholders to carry on with the amount that AAX has to pay to and receive from AA (and related party) related to works carried out by or for the related party.
2017-05-13 19:43 | Report Abuse
Cinqueterre : AAX-WA is at a premium and its expiry date is 3 years ahead. Anyway, most people dont buy WA to convert to mother share and they buy for the purpose to sell later.
It is common that when AAX moves up, WA will also moves up. The closest gap that WA gets to the mother share was 10 sen. Current gap is around 22.5 sen. It will always be traded at a premium. Also when AAX moves down, WA also moves down. So, potential of WA correlates with potential of mother share.
Current resistance is 0.515 - 0.52 area. If AAX breaks that resistance, AAX-WA will also moves up concurrently. Percentage wise , AAX-WA may give higher return because the base value is lower than AAX mother share. It still depends if AAX-WA moves up similar sen with AAX.
2017-05-13 09:20 | Report Abuse
AAX is a company with RM 200 million net profit last year.
My estimate, this year the net profit will double that figure.
Malaysia ringgit is coming back ( Morgan Stanley asked to overweight Malaysia http://www.thestar.com.my/business/business-news/2017/04/21/morgan-stanley-sees-five-reasons-to-go-overweight-on-malaysia-stocks/ ) means that foreign fund is coming , and they need to convert USD to MYR to purchase stocks in Malaysia.
Even after Saudi led cartel, crude oil future is not breaking USD 55 per barrel. Infact it is now trading between tonight iUSD 46 to USD 49 per barrel.
Those two facts were the main catalyst for AAX run-ups last year. Only to be spoiled by the opposite effects late last year. And those two facts will help to give a very good Q22017 reault this year.
People, we buy stock for its future value. If we sense the economic circumstances would increase the value within 6 months to 12 months time, if you have spare cash doing nothing - close your eyes and buy AAX and AAX-WA. It is going to be very fruitful this year around.
Stock: [AAX]: AIRASIA X BERHAD
2017-05-15 23:03 | Report Abuse
When there is growth in passenger, competing with low price is not necessary. Passenger growing, demand increases, supply-demand curve shows that price needs to increase. Of course , AAX price will increase from a lower base. But, when Malindo and MAS cut prices when demand increases, economics says ~ that is a stupid decision.