Posted by Mabel > 1 month ago | Report Abuse

JrWarren Without official figure, the shareholders can either guess the figure after AA gone OR use available information to reverse engineer and calculate the possible profit.

In classroom, we learn 1 + 1 = 2 , we also learn reverse engineering the equation to 2 - 1 = 1 .
This is the maximum hint I can offer, if you are too lazy to do the homework, perhaps can start selling your Cap A stock.
You will be surprise with the profit and EPS from non-aviation segment.
26/09/2024 12:49 PM

What JR said is true and pretty smart...

This is Mabel's dream...stand to be corrected...only times will tells...

Capital A announced the mechanics of its restructuring plan in its efforts to address its PN17 status. As part of the plan, Capital A proposed to dispose of AirAsia Bhd (AAB), which owns the Malaysian aviation operation, and AirAsia Aviation Group Ltd (AAG), which manages the Indonesian, Thai, Philippine and Cambodian operations, for RM6.8 billion to AAX.

Capital A will still own an 18.39% stake in AAG.

If AAX revenue in 2025 is RM 12.4 Billion, Capital A’s gain from its 18.39% stake in AirAsia Aviation Group Ltd (AAG) based on AAX’s projected revenue of RM12.4 billion in 2025, Capital A would gain approximately RM2.28 billion from its 18.39% holding in AAG if AAX’s revenue in 2025 is RM12.4 billion from the aviation business.

Then we need to add other revenue from post restructuring. Capital A will retain ownership of the four major business segments, namely the maintenance, repair and overhaul (MRO) operations under Asia Digital Engineering (ADE), logistics under Teleport, the AirAsia MOVE SuperApp, and digital finance service BigPay.

Post-restructuring, Capital A will retain ownership of four major business segments: Asia Digital Engineering (ADE), Teleport, AirAsia MOVE SuperApp, and BigPay.

To estimate the potential revenue from these segments, let’s consider their individual growth prospects and market trends:

Asia Digital Engineering (ADE): The MRO market is expected to grow significantly due to the increasing number of aircraft and the need for maintenance services. If ADE captures a substantial market share, it could generate significant revenue. For instance, if the global MRO market is projected to be worth around USD 100 billion by 2025, and ADE captures even 1% of this market, it could generate approximately USD 1 billion (around RM 4.6 billion).

Teleport: As a logistics provider, Teleport benefits from the growing e-commerce and logistics market in Southeast Asia. If Teleport can capture a significant share of this market, its revenue could be substantial. For example, if the Southeast Asian logistics market is projected to be worth USD 55 billion by 2025, and Teleport captures 2% of this market, it could generate around USD 1.1 billion (approximately RM 5 billion).

AirAsia MOVE SuperApp: This app integrates various services, including travel, e-commerce, and financial services. The potential revenue from this segment depends on user adoption and transaction volume. If the app can generate USD 500 million (around RM 2.3 billion) in revenue from various services by 2025, it would be a significant contributor.

BigPay: As a digital finance service, BigPay can benefit from the growing fintech market in Southeast Asia. If BigPay captures a significant share of the digital payments market, it could generate substantial revenue. For instance, if the digital payments market in Southeast Asia is projected to be worth USD 1 trillion by 2025, and BigPay captures 0.1% of this market, it could generate around USD 1 billion (approximately RM 4.6 billion).

Summing up these estimates, the potential revenue from these four segments could be around RM 16.5 billion by 2025. This is a rough estimate and actual figures could vary based on market conditions and the company’s performance.

Hence if you add the 18.39% stake in AAG, that will sum up to an estimate RM 16.5 billion+ RM 2.28 billion = RM 18.78 billion...

Hope Mabel's dream will cums true...

Meow Meow Meow

Posted by Mabel > 1 month ago | Report Abuse

paulthesotong Of course higher fares..
26/09/2024 12:39 PM

Meow Meow Meow

Posted by JrWarren > 1 month ago | Report Abuse

You guys lose the focus on future business model and keep thinking the current business model, is airline business profit your concern ?

A BIG NO, it is the businesses stayed with Cap A you should focus.
BTW, AA brand master agreement required all AA aviation companies (Thailand, Philippine, Malaysia, Indonesia) pay 1% - 2% of their revenue to AA brand company as royalty fee, right now Cap A still the owner of this branding company. FY2023 group revenue was 14B , this branding company easily has 140M royalty fee into pocket.

Posted by ken2004 > 1 month ago | Report Abuse

Summing up these estimates, the potential revenue from these four segments could be around RM 16.5 billion by 2025. This is a rough estimate and actual figures could vary based on market conditions and the company’s performance.

Hence if you add the 18.39% stake in AAG, that will sum up to an estimate RM 16.5 billion+ RM 2.28 billion = RM 18.78 billion...

LOL, you sure or not, now with everything, the revenue in 2024 assume in average 5 billion each qtr, all also 20 billion per year, sorry, this revenue, not profit, 2024 as of now still -500 million in losses.........how on earth your calculation make sense.......airlines business is the one making all this billions revenue, so after minus the airlines business, your revenue sure won't go till billions to me already........

Posted by ken2004 > 1 month ago | Report Abuse

The first annual net profit of RM508 million since the onset of pandemic,
RM14.8 billion annual revenue; 25% above FY2019 with only 80% of
2019 aircraft
Aviation business recoded RM13.5 billion annual revenue, up 143% from
last year; reactivated 185 aircraft, strong load factor at 88%, average
fares up 14% and ancillary income reached RM2.5 billion for the first time
Non-Aviation core segments all achieved EBITDA positive; Year-to-date
revenue crossed RM1 billion mark, 45% increase over previous year

Maybe I take 2023 news, assume aviation business is the airlines and the rest is non airlines, you can see clearly 90%++ of the revenue is from the airlines business lol, how on earth your profit still so much after minus the airlines business...........

Posted by webnation > 1 month ago | Report Abuse

what mentioned about the RCUIDs, what about them, what will happen?

Posted by paulthesotong > 2 months ago | Report Abuse

Weaker Greenback
https://www.thestar.com.my/business/business-news/2024/09/26/midf-expect-below-400-us-dollar-ringgit-rate-in-2025

Posted by Sslee > 1 month ago | Report Abuse

Repost:
Stony must be a very sweet talker and can get a sucker billis to pay RM 6.68 billion for AAAGL and AAB and overall pro forma of RM18 billion when the transfer of accumulated losses in the aviation business to AAX

Are BOD of AAX under duress and coercion to pay so much for parts of CapA when Mr.Maket only value the whole of capitalA at RM 3,919 million?

CAPITAL A BERHAD MAIN : Consumer
Last Price Today's Change Day's Range Trading Volume
0.91 +0.025 (2.82%) 0.89 - 0.92 15,726,500
Market Cap: 3,919 Million
NOSH: 4,307 Million

The proposed RM6.68 billion disposal of AirAsia Bhd and AirAsia Aviation Group Ltd to AAX will lead to a pro forma gain of over RM18 billion when the transfer of accumulated losses in the aviation business is included, according to Capital A.
26/09/2024 3:36 PM

Posted by ScotFree > 1 month ago | Report Abuse

Try to copy virgin. lol
Next time wanna be space man.

Posted by paulthesotong > 1 month ago | Report Abuse

Lower jet fuel..Fly High.

https://www.freemalaysiatoday.com/category/business/2024/09/26/s-arabia-set-to-drop-us100-crude-target-to-regain-market-share/

Posted by paulthesotong > 2 months ago | Report Abuse

Dont Worry!.. We got inhouse Maintenance Service Facilities..

https://theedgemalaysia.com/node/728095

Posted by Mabel > 1 month ago | Report Abuse

Haha see....

Our Magician really thinks of everything...hihihi..

To Our Success!

Meow Meow Meow

Posted by Mar2083 > 1 month ago | Report Abuse

Potentially may test 95sen soon

Posted by nickweichung > 1 month ago | Report Abuse

if lifted out of PN17, it can go much higher than current share price. but that is IF

Posted by DChosen2 > 1 month ago | Report Abuse

Do the RCUIDs automatically convert to mother share after the excise?

Posted by Mabel > 1 month ago | Report Abuse

https://www.thestar.com.my/business/business-news/2024/09/26/airasia-will-continue-seeking-licence-to-operate-in-singapore?utm_source=Smartech&utm_medium=email&utm_campaign=dailynewsalert&utm_content=20240927&_sta=vhg.uosvpxQddhqnejsu0sv%7CIFFJQUQ&stm_medium=email&_stm_source=smartech

AirAsia will not give up on securing a license to operate in Singapore, despite having been rejected three times, said Capital A chief executive officer, Tan Sri Tony Fernandes.

"Don’t block me in Singapore,” he said.

"Three times we had applied for an airline license, three times we were rejected. We have airlines in Cambodia, the Philippines, Indonesia, Thailand and Malaysia.

"We could get other ASEAN countries but Singapore has blocked us all the time because they protect their airlines,” he said after the grand opening of 14-line Asia Digital Engineering’s maintenance, repair and overhaul hangar at the Kuala Lumpur…

“I have no doubt that ADE could be as valuable as AirAsia in a pretty short period of time,” he said.

Sprawling more than 380,000 square feet, ADE’s 14-line aircraft maintenance hangar is now one of the largest in the Southeast Asia. ADE is expected to add another 14 lines to expand its capacity to serve more clients amid growing demand for such services.

ADE is now in talks with Malaysia Airports Holdings Bhd (KL:AIRPORT) for 10 of the new lines.

“In a very short period of time, this will be the biggest hangar [in terms of] number of lines in Asia,” Fernandes said.

ADE is also in discussions with Malaysia Airports to acquire an additional 20 acres within the Kuala Lumpur International Airport for development as a centre for maintenance, repair, and overhaul activities.

The current operations — offering services catering to various models including the Airbus A320 and A330 as well as Boeing 737 — is based out of the KLIA Aeronautical Support Zone 1 under Malaysia Airports' KLIA Aeropolis development.

Posted by Sslee > 1 month ago | Report Abuse

Is stony already so fast forgeting about his AA India and AA Japan misfortune and how about the promised of AA China?

Must he picked on Singapore just to make a show?

Posted by Sslee > 1 month ago | Report Abuse

Imagine if SIA will to set up a budget/LCC airline in Cambodia, the Philippines, Indonesia, Thailand and Malaysia will AA able to compete then?

Posted by bargainhunters > 1 month ago | Report Abuse

TP RM1

Posted by Sslee > 1 month ago | Report Abuse

By the way AA already can't compete with local LCC in Indonesia and Philippines

And AA Thai already localised and belong to listed AAV

Posted by bargainhunters > 1 month ago | Report Abuse

after tp1 tp2 120 tp3 135 :)

Posted by Mabel > 1 month ago | Report Abuse

Meow Meow Meow

Posted by abidinaa > 1 month ago | Report Abuse

Sorry I am outside now shopping for another safe. Maybe I need to upgrade to a vault. Hehehe

Posted by Mabel > 1 month ago | Report Abuse

Resistance 2 level has been breached this morning. This is what I like about Magician Tony, he can work in Team with his shareholders...

Posted by abidinaa > 1 month ago | Report Abuse

My sincere advise to Sslee. Instead of meticulously repeating you idea why don't you just shut your mouth and start buying. The price keep on increasing. Even shorties oso cannot do anything now. The volume is bigger these days

Posted by Mabel > 1 month ago | Report Abuse

abidinaa Sorry I am outside now shopping for another safe. Maybe I need to upgrade to a vault. Hehehe
27/09/2024 10:47 AM

Haha Congrats abidinaa!

Meow Meow Meow

Posted by abidinaa > 1 month ago | Report Abuse

To sucker bilis, always watch out for the volume of IDSS just so you don't get trapped.

Posted by abidinaa > 1 month ago | Report Abuse

Toney said at the launching of ADE facilities yesterday that they need to keep huge inventory of engine and other components. This explains why Capital A cannot show fat profit like MAS did. To the financier, this move is dumb because you are keeping money on the floor. But Toney think ahead of other players in the business. Due to current supply issues many players go capoot but Capital A is still steady and expanding. Toney is nor just a very clever magician but oso a very good strategist. That why many people consider him as the "fourth" musketeer. Hehehe

Posted by The_JQuestion > 1 month ago | Report Abuse

Imagine if SIA will to set up a budget/LCC airline in Cambodia, the Philippines, Indonesia, Thailand and Malaysia will AA able to compete then?
hello Scoot is SIA LCC , do u even know that??? And many ppl are criticizing scoot for that ! U can watch more tiktok video and study that , dont everyday old fashion backward
in fact , LCC is small market for SG... btr comparison is indonesia LION AIR lion air and airasia is probably the biggest LCC in Asia.
No info just talk , wakkakkaa wayang kulit

Posted by Sslee > 1 month ago | Report Abuse

Did somone know that long ago capA already sold all their aircraft and engines to lessors and lease back the aircrafts and engines from lessors?

And out of total 362 aircraft in order book to be delivered in the next 12 years, 73 aircraft have been secured financing through sale and leaseback arrangement with several lessors.

Posted by The_JQuestion > 1 month ago | Report Abuse

only one joker left / many types of jokes , continue clapping himself in the head
The rest of US , lets celebrate the forth coming of RM1.00 .... What a good weekened !!🎉🥳🎉🥳🎉🥳 maybe get a flight to a weekend getaway , complimentary from mr tan sri Tony !!

Posted by Sslee > 1 month ago | Report Abuse

Scoot is based in Singapore only.

I am saying if government in Cambodia, the Philippines, Indonesia, Thailand and Malaysia allowed scoot Cambodia, Philippines, Indonesia, Thailand and Malaysia to be based in Cambodia, the Philippines, Indonesia, Thailand and Malaysia and operate an LCC airline then what will happen?

Do you know Batik is LCC based in Malaysia associate with Indonesia Lion Air?

Posted by EngineeringProfit > 1 month ago | Report Abuse

Don't play play with Sslee. He holds more tickets than anyone of us here. Cheers!!

Now, where's Captain Mabel?

Posted by Sslee > 1 month ago | Report Abuse

I hold millions in Jayatiasa but only hold 1,000 units each in capA and AAX.
Coming weekend I will prepare my EGM questions.

Posted by paulthesotong > 1 month ago | Report Abuse

yeah better u read this long Circular before you post your Q...

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3485224

Posted by ken2004 > 1 month ago | Report Abuse

Salute you sslee, thinking whether you are blog writer lol else why need spend time and money into something you believe is crashing, but i believe you earn profit now lol

Posted by Mar2083 > 1 month ago | Report Abuse

Potentially may test RM 1 next week

Posted by jjohnchew > 1 month ago | Report Abuse

Hoho really laugh live me lo , but cannot afford a flight ✈️ ticket to hometown during CNY even mom just out from icu .

Remember plan early IF not to toxic Indonesia land ..


—-

Posted by Sslee > 3 hours ago | Report Abuse

I hold millions in Jayatiasa but only hold 1,000 units each in capA and AAX.
Coming weekend I will prepare my EGM questions.

Posted by The_JQuestion > 1 month ago | Report Abuse

again sslee , i corrected u before. I have to do it again , because u are once again very inaccuratte.
Batik air is a full-service carrier , u get served refreshment and drinks , have u taken batik Air to speak for urself?
LCC is lion Air , we dont have lion Air in Malaysia. Maybe operated from Indonesia only.
Are u clear? Do u know more? Do u even fact check ? Do u know the oil price now? why u stop reporting :(
per barrel only $86.4 , USD at 4.12 YUMMYYYYYYYYYY!! pn17 soon gone ? stop being a menace
u can try again when pull back and scare bilis away... meanwhile we are celebrating on the weekend , DO NOT DISTURB

Posted by Mar2083 > 1 month ago | Report Abuse

Hope can limit up 1x next week

Posted by JrWarren > 1 month ago | Report Abuse

https://www.cnbc.com/2024/09/26/oil-prices-little-changed-as-us-stockpile-drop-offsets-global-demand-woes.html

Tony: hello cheap oil =)

Posted by The_JQuestion > 1 month ago | Report Abuse

I think the increase also related to the new carbon fee , more REVENUE free for Tony to expenditure ... thanks sslee , hope u understand ur 1000 shares is so helpful to US ! welcome onboard !

Posted by paulthesotong > 1 month ago | Report Abuse

U in the Right Gate...

https://focusmalaysia.my/capital-a-to-quit-pn17-status-by-disposing-aviation-operation-for-rm6-8bil/

Posted by abidinaa > 1 month ago | Report Abuse

Tonight I'm gonna get drunk by sucking milk straight from source. Pure and untainted.

Posted by JrWarren > 1 month ago | Report Abuse

https://www.youtube.com/watch?v=IDYzEjqHLwQ
https://www.youtube.com/watch?v=lELGYwfHdck

Posted by Mabel > 1 month ago | Report Abuse

Ringgit likely to hit RM3.55 to US dollar - 28 Sep 2024
BMI has a bullish view on the ringgit which it forecast to strengthen further as interest-rate differential between the United States and Malaysia narrows with further rate cuts by the US Federal Reserve (Fed) in 2024 and 2025.

Posted by Income > 1 month ago | Report Abuse

Posted by Mabel > Sep 28, 2024 12:27 PM | Report Abuse

Ringgit likely to hit RM3.55 to US dollar - 28 Sep 2024
BMI has a bullish view on the ringgit which it forecast to strengthen further as interest-rate differential between the United States and Malaysia narrows with further rate cuts by the US Federal Reserve (Fed) in 2024 and 2025.

？

My dearest Mabel, boleh cayakah Rm hit 3.55 per USD?
You really make me excited· haha good luck

Posted by Income > 1 month ago | Report Abuse

https://youtube.com/shorts/DRjliihG_pY?si=wYEn6ko8PvYpp6AV

Posted by ken2004 > 1 month ago | Report Abuse

Actually if the whole airline business sold to AAX, oil and USD going lower will really impact capitala anymore, anyway as it is not sold yet, so just thinking this......share holding does not equal to profit transfer calculation unless dividend announcement to all shareholders......

Posted by Mabel > 1 month ago | Report Abuse

#Income

My dearest Mabel, boleh cayakah Rm hit 3.55 per USD?
You really make me excited· haha good luck
28/09/2024 12:38 PM

Of Course, Malaysia Bolih !

https://www.thestar.com.my/business/business-news/2024/09/28/ringgit-likely-to-hit-rm355-to-us-dollar