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James的股票投资James Share Investing

Author: James Ng   |   Latest post: Mon, 9 Dec 2019, 9:20 PM

 

[转贴] [AIRASIA X BHD:第四季度的平均基本票价year-on-year呈上升趋势;在机队规划方面,亚航X泰国预计将在12月通过运营租赁增加两架A330ceo飞机] - James的股票投资James Share Investing

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[AIRASIA X BHD:第四季度的平均基本票价year-on-year呈上升趋势;在机队规划方面,亚航X泰国预计将在12月通过运营租赁增加两架A330ceo飞机]

3Q19 vs 3Q18:
集团在3Q19的净运营亏损为6950万令吉,而3Q18的净运营亏损为2.052亿令吉。这主要是由于集团认可了机场的奖励措施以及较低的燃油价格。

3Q19 vs 2Q19:
集团在这季录得1亿5千700万令吉的税前亏损,而19财年第二季度则录得2亿6900万令吉的税前亏损。

前景:
该公司谨防燃料价格波动,因为按布伦特平均对冲价格每桶61美元对公司2019年第四季度燃料需求的86%进行了对冲。在这些逆风中,亚航X将积极把握增加收入的机会并严格控制成本,以在这个充满挑战的宏观经济环境中提高盈利能力。需求和load factors预计将保持在合理的健康水平。此外,值得注意的是,第四季度的平均基本票价year-on-year呈上升趋势。在机队规划方面,亚航X泰国预计将在12月通过运营租赁增加两架A330ceo飞机,而亚航X马来西亚预计将继续保留24架飞机,因为它将致力于最大程度地利用飞机并调整其业务模式,以确保在未来几个季度的可持续性和商业上的生存。

管理层继续致力于降低成本,包括在亚航集团范围内的举措中进行数字化投资,他们认为这从长远来看将有助于降低成本。公司预计2019年第四季度的整体核心业绩将在运营上保持较合理的健康状态,因为在全球航空业面临挑战的情况下,管理层将继续致力于确保可持续增长。
-----------------------------
James Ng Stock Pick Performance:
Since Recommended Return:

a) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM1.85 (dividend RM0.025) in 1 year 3 months 2 days, total return is 162.2%

b) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM1.36 in 9 months 23 days, total return is 136.5%

c) PRLEXUS (PROLEXUS BHD), recommended on 25 Aug 19, initial price was RM0.455, rose to RM1.02 in 2 months 18 days, total return is 124.2%

d) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.49 (dividend RM0.04) in 1 year 4 months 13 days, total return is 92.5%

e) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.25 in 10 months 27 days, total return is 56.3%

f) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.42 (dividend RM0.018) in 10 months 20 days, total return is 49%

g) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM2.41 (dividend RM0.01) in 5 months 12 days, total return is 44.9%

h) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.15 (dividends RM0.083) in 1 Year 1 month 7 days, total return is 40.4%

i) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.71 (dividend RM0.07) in 11 months 25 days, total return is 40.2%

j) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.20 (dividend RM0.22) in 1 Year 29 days, total return is 28%

k) PESTECH (PESTECH INTERNATIONAL BHD), recommended on 2 Jun 19, initial price was RM1.04, rose to RM1.31 in 5 months 12 days, total return is 26%

l) DESTINI (DESTINI BHD), recommended on 24 Sep 19, initial price was RM0.20, rose to RM0.24 in 1 months 19 days, total return is 20%

m) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.25 (dividends RM0.111) in 1 Year 3 months 14 days, total return is 10.1%

n) FIAMMA (FIAMMA HOLDINGS BHD), recommended on 23 Sep 18, initial price was RM0.495, rose to RM0.50 (dividend RM0.0225) in 1 year 1 month 22 days, total return is 5.6%

o) TSH (TSH RESOURCES BHD), recommended on 30 Jun 19, initial price was RM0.90, rose to RM0.945 in 4 months 14 days, total return is 5%

p) STRAITS (STRAITS INTER LOGISTICS BHD), recommended on 28 Jul 19, initial price was RM0.21, rose to RM0.22 in 3 months 14 days, total return is 4.8%

我希望将我的策略分享给读者,希望他们在阅读后能够表现出色。我正在使用基本面分析(Fundamental Analysis):

预计公司每年的增长率必须> 14%

我想说服读者学习基本面分析FA以便能从股市赚钱。

我为想从马来西亚股票市场赚钱的读者提供STOCK PICK服务。想订阅我的邮件以从股票市场获取良好回报的人,可以通过jamesngshare@gmail.com 或我的FB页面与我联系。

1)【看懂年报和季报】课程:
11a.m. – 7p.m.,免费茶和咖啡

12月22日星期日:AG Hotel Penang, George Town 2份点心

12月29日星期日:Hotel Sri Petaling, KL 3份点心

2020年2月22日星期六:Silka Johor Bahru Hotel, Johor Bahru 7份点心

2)【股票-实际操作班】课程:
10a.m. – 9p.m.,免费午餐和晚餐

12月21日星期六:AG Hotel Penang, George Town

12月28日星期六:Hotel Sri Petaling, KL

2020年2月23日星期日:Silka Johor Bahru Hotel, Johor Bahru

3) 【公司业绩分享会】:
2p.m. – 7p.m.,免费茶和咖啡

12月20日星期五:AG Hotel Penang, George Town 2份点心

12月27日星期五:Hotel Sri Petaling, KL 3份点心

2020年2月21日星期五:Silka Johor Bahru Hotel, Johor Bahru 7份点心

有兴趣的朋友,可以电邮或PM FB page联络我
email:jamesngshare@gmail.com
电话/Whatsapp : 011 - 15852043

Facebook Group: https://www.facebook.com/groups/jamesinvesting

这个是我的TELEGRAM Group链接,大家可以在这个Group获知何时做Fb live: https://t.me/joinchat/LhwHNhdU1fDgxrSafTrTiw

请大家来Follow James的Instagram,获取最新的资讯:jamesnginvest

这个分享纯属讨论以及领域的分析,买或卖自负。请Like和Share这个post。最终决定永远是你的,谢谢。

James Ng
-------------------------
[AIRASIA X BHD: average base fare is trending higher year-on-year in quarter four; on the fleet planning front, AirAsia X Thailand is expecting two additional A330ceo aircraft through operating leases in December]

3Q19 vs 3Q18:
The net operating loss for the Group in 3Q19 was RM69.5 million as compared to a net operating loss of RM205.2 million in 3Q18. This was mainly due to the recognition of airport incentives, for which the Group had qualified, and a lower fuel price.

3Q19 vs 2Q19:
The Group recorded a loss before taxation of RM157 million for the quarter under review as compared to loss before taxation of RM269 million in 2Q19.

Prospects:
The Company is safe guarded against fuel price volatility as 86% of the Company’s fuel requirement for 4Q 2019 is hedged at average Brent hedge prices of US$61/bbl. Amid these head winds, the Group will actively capture revenue opportunities and exercise cost discipline to boost profitability in this challenging macro economic environment. Demand and load factors are expected to remain at a reasonably healthy level. In addition, it is worthwhile to note that average base fare is trending higher year-on-year in quarter four. On the fleet planning front, while AirAsia X Thailand is expecting two additional A330ceo aircraft through operating leases in December, AirAsia X Malaysia is expected to remain with 24 aircraft as it focuses on maximising aircraft utilisation and realigning its business model to ensure continued sustainability and commercial viability in the coming quarters.

The Management continues to work on reducing costs, including investment in digitalisation as part of AirAsia Group wide initiatives, which they believe will help reduce costs in the long run. The Company expects fourth quarter 2019 overall core results to remain reasonably healthier operationally year-on-year as the management remains committed to ensure sustainable growth amid challenges in the global aviation industry.
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I wish to share my strategy to readers, hope that they can perform well after reading this. I am using Fundamental Analysis:

the forecasted growth of a company must > 14% per year

I wish to convince readers to learn FA in order to make money from stock market.

I am providing STOCK PICK SERVICE for readers who want to make money from Malaysian stock market. Those who want to subscribe to my mailing list to achieve a good return from stock market, you can contact me at jamesngshare@gmail.com or PM me in my FB page.

This sharing is purely a discussion and analysis of the sector, buying or selling at your own risk. Please Like and Share this post. Final decision is always yours, thank you.

James Ng

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