至於準確不準確，這是TF說過的話，並不是小道消息。只是答應過的事也要過董事局的關和視乎行情好不好。

toto, 我沒有算過，但是有算過的分析師說RM0.50。

之前分析師算的第一筆賣飛機是RM0.80到RM1.40之間，結果派了RM0.40+RM0.90，基本上是正確的。

到目前來看，原則上一筆交易完成收完錢了，在財務許可下就會派出來。

可能是下一季，下二季或下三季，我覺得賑目漂亮了自然就會派出來。

我們大家都知道，目前亞航賑目難看是暫時的，一方面是會計，另一方面是去年第四季增長太快，管理層太貪心了，看見馬航收縮就急著吃過來。

Flying car is tipu funding only lah.

認真就輸

zhen wei....3 million to 5 millon. Real geng!

I could only imagine foreign fund has such strength.

Trump used to say: location, location, location!!!!

Rick, first, we are friendly. Second, we are closer to their home. Third, we have world class natural habitat. Forth, we have better air. Fifth, we had a CM that promote tourism effectively together with Tony Fernandes some twenty years ago.

Toto, sure.

AirAsia sold another dozens of planes to Castlelake group. The deal has just been completed last few months. Some proceeds received before July but most of the proceeds received after July, that is during Q3. Q3 should record gain on disposal and cash inflows etc so QR3 will not be too bad.

According to TF, proceeds from Castlelake deal’s will also be “special dividend out”. Market expects it to be rm0.50/share.

Say something....

What happen? I think Foreign Fund is coming back to Airasia. 30% Foreign shareholding to 50%, they will need lots of shares.

Santan? BigPay? Teleport? eBanking? Each will worth 10 billion, USD of course.

Most of Castlelake completed in Q3, so next QR should not be too ugly, even if you totally disbelieve TF.

Keke.....

Keep it up, up, up.....

Raymond will say rm2.50 now. His job is to manipulate warrant mah.

I think Mr. Tan should consider adding a "dislike" button. Too many dislike will disable the author's ability to pollute airspace.

The chance of your imagination becomes reality is really slim.

Good article.

T800, ya, fast sell.

I guess market has realised we have too much oil and too little demand. Looking at USD50 soon.

However, market demand for air travel still weak. Need to hang on for longer.

Still possible for castlelake special dividend? Maybe. When market turns....If Xi willing to sign the deal, then its another story.

When are phillipines and Malaysia IPOs? Hong Kong dual listing is gone for sure.

BigPay is interesting, but execution is key. Same as Rokki, weak execution.

Now TF must be realised he has done something wrong, expanded too fast last year and now suffering.

What about your prediction of 15m profit?

Collect skin 就 collect skin lah.

RogerTan, true. RainT for one.

DOC 3 millions eggs? Omg, how could a person mix that up? What kind of investor you are. Learn 2
More years then come back.

Herbert Chua said he lead a group of investors to visit STF, he must have refused to change his clothing to fulfil the hygiene requirement.

That’s a good start. Then to more ministries.

看起来局势开始缓和了！难道真的是王歧山在起作用？

人生就是要創造未來，能夠創造未來的人才不會焦慮。

但是，擁有創造未來的能力之前，必須擁有自由。自由就是可以做想要做的事情。

努力去獲得自由吧。沒有制肘你的伙伴、老板，伙計，時間就是你的良伴。

If 1% of the special dividend goes to top up shares, that's also 30M.

雨過天晴，還等什麼，趕緊的。

Too much oil production, weak demand and OPEC over produce again. Perfect storm for oil is perfect opportunity for Airasia.

Free market, more competition better.

至於現金的問題，會不會現在用於擴產呢？

我對肥膏沒有什麼認識，只是覺得中國國營企業應該對肥膏造成很大的壓力，現在中美貿易戰，會不會令肥膏鹹魚翻生？

That's good.

I got to say the company is doing all it can. Good job though.

smalltimesspeculator, its like you sell your house and repaid the loan and still got balance, so you distribute the balance to your sons and daughters.

Bad bad QR oh, must be another 2-3 quarters before some light....

我們Bersih時也一樣被鎮壓，一樣挨催淚彈。今天香港民眾為了自由而發聲，我們應該一樣支持。

唐朝時的中國是世界最強大的國家。當時就沒有邊彊之亂？沒有多元種族？

事實是唐朝時中國是一個開放的國家，武則天陵外一半大臣石像是非華人，（可是自欺欺人者卻把石像頭部砍掉）。

作為華人，禮義廉恥、守信諾是最低程度的底線，今時今日卻有太多聒不知恥者只為療慰自己的自尊心而棄之不顧。

中共的領導人是不會輕易妥協的。

以史為鑑，鬼佬燒了圓明園老虔婆才會怕，至於交戰死多少人是次要的問題了。

現在老特說要宣佈敵對，我覺得江派肯定已經在怕了，一旦制裁了錢就被沒收了。至於你做什麼事情才能夠讓習帝怕呢？這就是智慧了。

老實說，經濟多慘，失業多高，習帝都不在乎。

Well, I want to fly some goods from penang to kota kinabalu using Teleport, so I ask every body how to do it including this AVA, nobody gives me any answer yet.

Give it some time maybe....

MK4872, I am happy N17's multiplicity has been cured. Unlike BWC/Richard Lee/Investo....

enning22, you are right! But most of them doesn't recognised facts but resort to imagination.

Its like Japanese boomed Pearl harbour and thought they could beat the US.

Liihen doing well, congratulations!

錯！

一、開放是對的。江和胡時代相當開放，現在走回頭路，自然矛盾升級。江胡悶聲發大財，習卻要強軍爭奪世界霸權，愚不可及。

二、有一個國家叫盧旺達。有人跟窮人說把富人殺光，然後搶了他們的土地、財產、女人，這肯定會成功的。共產黨跟工人農人說，我們把地主和富翁殺光，然後搶了他們的土地、財產、女人，這也成功了。這不是煽動宗教、民族情緒，卻是煽動階級矛盾。

三、歷史已經說明，集權是不可行的。一方面集權者死不認錯，另一方面集權者死後也沒有接班人。更壞的是，因為集權者死不認錯維穩，屬下和受包庇的也免於責罰，社會漸漸沒有了正義，矛盾激化。

四、最根本的，是中國現在的國策不符國際現實的，下壞一盤好棋。中國人民的智慧與創造力沒有廣泛被激發，如何富強？

你知道嗎？日軍偷襲珍珠港時也以為得手後可以戰勝美國。但事實卻是美國率聯軍完敗德、意、日同盟。七十年前尚且如此，何況今時今日的對手是拿著步槍衝鋒的解放軍？有時用電腦摸擬戰況，電腦還會出錯，有坦克竟然invincible，笑死人！

So tangkap Herbert or not for spreading rumours?

Just hope that QR doesn’t have huge depreciation charge, in fact last quarter already did.

In investment we should do more research work and do less blind shooting. For example, in basketball, maybe a player can shoot a 3 pointer, but its always better if he can get closer to the net. Its the same in every other games and investing.

Skills improve your odds of winning.

Let's do some work.

Load factors, average total fare, operating profit
18Q1: 87%, 218, > 754,714k
18Q2: 86%, 217, > 438,451k
18Q3: 82%, 222, > 252,720k
18Q4: 84%, 218, > 188,296k
19Q1: 88%, 212, > 678,433k

Coming 19Q2 load factor is 85%, considering the fact that AAX's average fare improves by 5%, operating profit would be 400-600m.

Wow, so cheap. In my neighbourhood a single storey detached house is selling at RM780,000.

I think if they can solve the bridge congestion for real, then maybe that's an option.

MK4872, good on you.

I am also eyeing a car park cum mall listed company in my place, now is super cheap and I am looking to buy even cheaper.

Mamamia, to make my point clear, I think average fare (average ticket price) is a very important number, besides fuel price, load factor etc.

Airasia's average fare has been on a down trend, I think going down from 222-218 sort of range (correct me if I wrong).

So now AAX reports 5% increase in average fare, highly likely average fare will increase by 5% or even more for Airasia too.

[It doesn't mean your ticket price has increased. Airasia use a multi-tier system to sell ticket, the more people buys tickets, the higher the average fare. The next (tier of) tickets get more expensive as more people buys it]

說得真好。

但是美國擁有如此地位，是二戰後一力承擔重建世界經濟大任的結果，中國只能羨慕了。

Mamamia, you are right.

In fact I am very happy to see AAX's ticket price improved. At first I also thought AAX close shop already, but luckily its just accounting.

I expect Airasia's ticket price will improve at least 5%.

Fatt Tat loh

Wow, just now didn't read properly. Now seems I was right expecting higher ticket price.

Not yet collect skin....lol

It’s very bad.

Collect skin loh

Maybe