U have no idea how many share and how much I earn at AAB bro

AAB 3Q passenger raise 20%
While AAX losing 14% of its passenger .

This is huge different

If son not performing and keep losing money
Mother can't afford and mother will kill the son to save herself.

Business is business
Non of the entrepreneur ever make long haul LCC success.
There are no proven business case and after so many year of trying ,
It proven airasia x to be just another fail case .

I don't see the logic AAB earning money will make a losing counter AAX price keep raising .
Anyhow Airasia X still in the historical low region (20sen)
AAB alr start climbing back from 78sen to 1.40 now .

Buying a loss making counter because other company is making money ,
Or buying a company continuous earning and earning getting stronger
Which one sound more logical to u ?

Will airasia x still perform ?
Continuous losses and continuous carried passenger drop

Ringgit depreciate will shift outbound travel demand from long haul to short haul like Thailand or Indonesia

If you want to invest , why don't choose AAB ?

3Q15 preliminary statistic is very robust
Strong growth from Malaysia , Thailand , Philippine and India

Only Indonesia in decline.

Let's see Philippine able to break even 3Q or 4Q

Not a good quarter report

Is our mortgage loan market still doing well ?

China's import of petroleum is actually raised 9% despite the statement of economy slowdown
All these extra oil used for strategic oil storage.

But now the problem is China already run out of storage capacity .
Some oil carrier already park at port for month waiting for unloading .

If they slowdown import due to storage capacity issue
And if Iran sanction stop
More oil will flood market

Iran haven't start pumping yet

Alcoa couldn't stand with current aluminium price as well
China's decreasing in demand will cause production flood into international market.

www.cnbc.com/2015/11/02/alcoa-says-to-idle-three-of-four-active-us-aluminum-smelters.html

Better wait for 3Q report
Aluminium price Non-stop dropping

PR1MA's 175,000 unit affordable house will affect current property developer's market ?

After u sold ,

Crude oil price raised

1.) Airasia provide the most frequent flight to connect ASEAN country
No matter you like it or not you have to fly with it as it provided most choices of time.

2.)When economy slowdown together with private expenditure
People have to fly budget air.

It doesn't matter the passenger are cheapskate or not
As long as it making money for shareholder , we will be happy
And we even more happy when we hearing sour comment from those missed chances to buy in below RM1

2016 budget allocated 1.2b for ministry of tourism to boost Visit Malaysia
Great news for airliner

Oil price reach bottom ?
I'm not sure . Iran's sanction haven't finish

Their crude oil haven't hit market yet

Malaysia Airasia will got a boost by new budget ?

Hi all ,

Anyone stay nearby Tanjung Piai or JB ?
Does Benalec started any reclamation work at Tanjung Piai ?

China can't find enough space to storing their crude oil and now they even pay 100k USD per day for crude carrier to renting vessel as oil storage.
Demand of storage space is good especially when oversupply.
those exceed production need a space to be stored.

sarahdeaton ,

You catch the point that Deleum is doing maintenance service and work will continue no matter crude oil price high or low.

But don't forget 1 thing, all O&G servicing company's profit margin are define by operator like Petronas but not service provider.
After crude oil price hike to above USD100 , Malaysia have too many new company entered O&G service provider market and cause market too crowded.
Today after the crude oil price slump, Petronas will ask for discount or they will ask someone else to do it.
This affect margin of all service provider. End up they may have revenue but with lower profit margin.

JoshuaMS7 ,

It will come out nothing.
Meeting called by Venezuela as their economy almost collapse & government going to bankrupt due to low fuel price.
They wanna propose OPEC lower daily supply in order to raise the price.

Personally i don't think Saudi will agree on it.
Venezuela having conflict with Saudi previously. they attempt to oversupply crude oil and take over saudi market share on 1997 and caused price slump by the time.

http://www.navhindtimes.in/indias-domestic-passenger-demand-up-18-fastest-in-the-world-iata/

India domestic air passenger raise 18%
Highest growth in the world.

Airasia India taking 6th aircraft for new route and capacity increment

With current aluminium price
How much pmetal will get affected ?

2016 Budget will allocate funding to promote Malaysia tourist?

Let those bought below RM1 take profit first .
Building solid ground for the new rise

Hng33

I think it is too optimistic to hope that OPEC and non OPEC have a peace talk to ease the price war.

As you mentioned , it is supply and demand
The price drop not just causing by exceed supply but also decrease in demand.
China economy is starting slow down and Japan didn't post a good result for their export statistic.
This 2 country demand the most for Hydrocarbon product in Asia.


Besides , Business is business
all company have their own loan to being pay.
If they reduce production and they will lost revenue and lead to immediate bankrupt.

Another problem is crude oil price stay between USD 45 to 60
This give O&G company a hope to continuously seeking funding from bank to survive.
Capacity might not reduce rapidly , but for sure O&G contractor margin will reduce rapidly as operator cutting cost.

HLB analysis toward Malaysia airport Berhad September stats
http://klse.i3investor.com/servlets/ptres/32731.jsp

Reduction in international passenger at KLIA translate into passenger growth at KLIA2.
KLIA2 domestic passenger growth is even higher than reduction at KLIA.

Airasia is the largest user of KLIA2 and owned around 80% of market share at KLIA2.
So who is the beneficiaries of Malaysian airline Berhad capacity cut ?
You tell me

Airasia Thai demand look robust
Airasia Malaysia will benifit from MAB 23% capacity cut and return of China tourist
Airasia India seems like having lot promotion to archived higher market share.

Philippine airasia and Indonesia airasia playing a key role now.
If their capacity relocation from domestic to international work , it will result in better yield as less competition with local airliner.

Oil price so low ,

Solar can survive ?

IMO oil price fully depends who will bankrupt first .
All oil and gas company have certain level of loan
They can't reduce production easily as they need money to continue loan repayment.
Company cut production and bank cut company funding.
Company cut production and They kill themselves.

The lower the crude oil price , the more product they need to be produce in order maintain income

Crude oil down some more
Soon petronas will cut service contact or payment ?

http://www.orientaldaily.com.my/international/gj5010484091

Thailand airliner proposed to halt new route as Bangkok Suvarnabhumi airport over utilised.
Airasia is wise enough to relocation their new aircraft to 2nd tier airport and new hub at U-Tapao
This allow passenger to bypass Bangkok for transit and direct fly to chiang mai and Pattaya

jorgsacul ,

how many capacity does MAB has ?
they already cut capacity 23%.
Not much of impact they able to bring now.

U.S. And Europe likely to end Iran sanction in few month time
Will Iran crude oil flood market by year end ?

http://www.reuters.com/article/2015/10/18/us-iran-nuclear-usa-idUSKCN0SC0CH20151018

Can share how mah sing able to benifit from budget ?

U.S. and Europe sanction toward Iran going relief in few month time.
Will Iran flood market with their crude oil ?

http://www.reuters.com/article/2015/10/18/us-iran-nuclear-usa-idUSKCN0SC0CH20151018

ignissimia

IMO , Airasia Indonesia having a major issue as indonesia economy downturn.
Indonesia took a bad hit by commodity price slip.

Airasia India will continuous losses for few more quarter in order to grab higher market share.
Airasia only deploy 5 aircraft but manage to achieve 2% of india market share with 81% load factor , it is a very good result.

As for Airasia Japan , first 3 proposed route are 2 domestic and 1 international (Taipei).
But upcoming flight maybe focus on international route to China & Korea.
Majority passenger of Airasia International flight maybe Chinese , Taiwanese and Korean.

Mashing launch any new property recently ?
Property market alr start shrinkage

Transaction amount and transaction value both dropped

If PAA and IAA able to turnaround at 2016
Airasia will have sufficient funding to continue capacity expansion at India and upcoming Japan.

This 2 country have enormous demand.

i couldn't get info of airasia Indonesia and airasia Philippine capacity re-route from domestic to international
It is the major concern for me as it decide whether this 2 affiliate are able to turnaround.

Btw, what is your opinion of 3Q15 earning ?

Ferisc ,

I think it is preliminary operating statistic .
Maybe haven't announce yet .

Paperplane2

Anything to support your statement of too fast and too high ?

When airasia will announce 3rd quarter report ?

http://www.orientaldaily.com.my/business/cj200016117

Malaysia airport posted 1.1% growth at first 9 month
But KLIA2 traffic soar 15.2% due to strong demand for Airasia and Malindo.
passenger from China raise 18.8% average yearly after May.

From here I saw 2 important message.
1.) Malaysian maybe changed their vacation from long distance to nearer country due to GST.
2.) traffic soar at KLIA2 with 15.2% but only result in 1.1% increase for MAHB , it means Malaysian Airline capacity rationalise is massive.
Result in better yield for Malaysia airliner

Bintulu port might want to increase tariff around 20%
May increase pmetal burden further .

And Australia Alumina is seeking to export high grade bauxite to China
Potentially increase competitive of China smelter as more supplier at market

Anyway , I love airasia new strategy to focus on unique flight between secondary airport .

Avoiding cut throat price war with competitor at primary airport and ensure growth and stable income.
Passenger may take advantage to avoid transit at primary airport as well

Vincent

Maybe the real profit of airasia will happen when fuel price strengthen to USD100 and bring up Ringgit .

Airasia has lot paper loss at their USD loan
If ringgit strengthen , it will boost AA profit (in paper of course) to sky high

Slowly Pan Borneo Highway will cross Sibu and reach Miri and Bintulu

Back 1.4?

Congrats those we collect since 8x sen
Nice earning