Highlights
KLSE: AXIATA (6888)       AXIATA GROUP BERHAD MAIN : Telco&Media
Last Price Today's Change   Day's Range   Trading Volume
4.25   -0.05 (1.16%)  4.23 - 4.30  4,690,000
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  6 people like this.
 
signalmw 吉隆坡17日讯)欧洲和中国公布的最新经济数据令外界愈加担心,2018年底的疲软增长势头将会转化为明年的更大幅度滑坡,因为多年来的全球经济扩张趋势走到尽头,贸易紧张局势形成冲击,同时消费者也在控制支出
17/12/2018 17:49
signalmw 能负债增最多

当中负债增加最多的就是国能,去年同期的净债务为215.68亿令吉,增加至266.52亿令吉。

国能也是继杨忠礼机构(YTL,4677,主板建筑股)后,马股负债第二高的公司。

另一家负债破百亿的官企则是亚通,举债高达116.09亿令吉,但比去年的124.66亿令吉稍低。

在国投方面,举债最多的是森那美种植(SIMEPLT,5285,主板种植股),有88.69亿令吉;第二高则是实达集团(SPSETIA,8664,主板产业股),为68.4亿令吉,比前一年的41.97亿令吉多出26.4亿令吉。
24/12/2018 10:16
signalmw wah lau. Windows dressing fly so much? foreign fund in?
24/12/2018 17:02
James Ng https://klse.i3investor.com/blogs/general/188031.jsp
[转贴] [Facebook live:浅谈Axiata group berhad (Axiata)] - James的股票投资James Share Investing
28/12/2018 09:55
Sami_Value The Boost e-wallet payment appear to me to have captured the major retails base to me at present. The Touch N Go e-wallet by CIMB still way behind.
01/01/2019 11:39
fuzi 2019 fintech year.....
01/01/2019 13:52
Tipster Any news if they are going to counter offer the M1 take over?
04/01/2019 09:44
Mamat_Win anyone here got advice for this counter?
18/01/2019 15:43
huzyasma Post removed. Why?
18/01/2019 15:44
moneylailai thanks. will look through that
18/01/2019 17:58
Tipster Old news..
18/01/2019 18:48
Epicvestor123 https://epicvestor.blogspot.com/ (post:6/2)
07/02/2019 11:05
tan81 Bad news for axiata

http://www.klsescreener.com/v2/news/view/487864
07/02/2019 23:04
jiunn Goodbuy ..... cheap buy....!!! Court verdicts unreasonable!!

Axiata has not received any written confirmation on the court decision nor the LTO demand.....
08/02/2019 09:48
niet Difficult doing business in Indian Subcontinent. Always have to pay. Example maxis, ihh.
08/02/2019 10:49
commonsense The negative surprise of Axiata having to pay the capital gain tax of RM2.2bil from its acquisition of Ncell back in FY16 just add another layer of bad news to the already disappointing business outlook. This would potentially drag the company’s financial result to another loss in FY19 which will affect the sentiment of the market towards its share price. However, please take note that the core net profit would not be affected as the tax is a one-off event.

Based on the 7 analysts covering the company, the average core profit for shareholders in FY19 is projected to be around RM1.25bil (however the reported bottom line would most probably be a negative of almost RM1bil if Axiata is forced to pay the tax on Ncell in FY19). At the current share price, this would already value the company at a valuation of 27.4x fwd PE.

This is considerably high especially for a company that has failed to deliver the expected growth that investors were hoping for. The highest profit to shareholder was recorded back in FY15 (this is before they acquire Ncell) of RM2.6bil. Since then, the profit has fallen substantially with FY18 core net profit to be around only RM1.1bil, a fall of almost 60% from its peak profit. Even with FY19 expected profit of RM1.25bil, it would still be only half to what it managed to achieve back in FY15.

If you are looking to diversify your portfolio outside of Axiata (due to its weak earnings outlook and relatively high valuation), I would recommend you to look at MBMR.

MBMR is a direct proxy to Perodua via its 22.6% interest in the company. Valuation is cheap at only 7.0x PE (based on target FY18 profit of RM145mil. 9m profit is already RM106mil). PB is low at only 0.7x BV. 4Q18 results is expected to be higher than 3Q18 and last year's 4Q17.

FY19 growth will be driven by the still high demand of the new Myvi and the newly launched SUV Aruz and also the newly revamp Alza in 2H19. The recent announcement of closure and potential disposal of the loss-making alloy wheel manufacturing business alone is expected to boost the company’s profit by an additional RM20mil. I am projecting a profit to shareholder of RM170 mil for FY19 which at the current price values MBMR at only 6.0x PE.

Please go through the analyst reports (https://klse.i3investor.com/servlets/stk/pt/5983.jsp) and do your own analysis before making any decisions. There are 8 analysts in total covering the stock with most of them having a TP of above RM3 (all have a buy rating). The average TP for the 8 analysts is around RM3.50.

Good luck.
08/02/2019 11:13
signalmw 吉隆坡7日讯)尼泊尔最高法院裁决,尼泊尔流动电讯服务供应商NCell及大股东亚通(AXIATA,6888,主板电信与媒体股),一共需支付资本利得税(CGT)610亿尼泊尔卢比(约21亿6000万令吉)
08/02/2019 11:57
signalmw How they compansentation 21 billion
08/02/2019 11:58
signalmw Tp 3 4
08/02/2019 13:31
TYS_Capital got profits must pay taxes loh, cannot avoid everywhere. sap sap sui for axiata
08/02/2019 19:39
TYS_Capital u can't avoid capital gain tax even in Malaysia, I guess is normal right for business.
08/02/2019 19:40
TYS_Capital u can't said out loud your profits and then diam diam about the taxes. haha
08/02/2019 19:42
TYS_Capital I also pay taxes la,I guess tomorrow stock price up balik guo. this morning I terkejut u know, I thought losses or what.
08/02/2019 19:44
TYS_Capital should we call compensation or taxes?
08/02/2019 19:48
TYS_Capital 2 different things u know.
08/02/2019 19:49
tan81 Next week Rm3.4?
08/02/2019 21:31
banker33 got so many problem.
10/02/2019 09:47
Hafid 52 weeks low is rm3.20
11/02/2019 08:33
Alan Wong will go lower now cash cow is sold
16/02/2019 17:11
BF Chin Today up.Tomorrow will drop to normal.This counter always like that....When you can change the way to up trend to your new record???
20/02/2019 16:07
moneykj Go Dksh
21/02/2019 11:53
RainT QUARTER REPORT BOMB!

making losses quarter

limit down tomorrow
22/02/2019 17:03
KLCI Going Heaven pew pew pew hollando bloom booom!
22/02/2019 17:04
limitlesss run!!!!!!!!!!!!!!
22/02/2019 17:08
KiasiPu RainT, tmr saturday..
22/02/2019 17:15
apolloang what....lost so much yet 4.25....should be below 4.00,apa ini bursa no fundamentals at all ar?
22/02/2019 17:25
moneymaker99 terrible
22/02/2019 17:30
Calvin882 This is bad
22/02/2019 17:35
bjaya The loss sliced off approximately 14% of it market cap value. From RM 4.25 today - 14% = RM 3.66, which may be used as a reference if you wish to bottom fish. ( of course do practice some degree of Caveat Emptor on your part !)
22/02/2019 17:41
amet2017 Aiyo you guys dont read company profile aa..the shares owned by big boys with long term vision, not easy to manipulate. Go and figure the list of big boys. Very small portion ikan bilis play this counter. haiya..
22/02/2019 17:49
shaneNg GG.com
22/02/2019 19:18
wotvr This company should be below RM 1 by now.
22/02/2019 21:05
Alan Wong RUNNNNN!!!!!!!! Or left only underware next MON ...buy 3182 GENTING sure wont regret.
22/02/2019 22:05
freddiehero yes should break 1.0
22/02/2019 22:47
freddiehero total loss 4000
22/02/2019 22:47
newbie911 Cut loss?
23/02/2019 10:13
birkincollector will retest 3.200
23/02/2019 10:15
Calvin882 It has bleak future
23/02/2019 14:04
beso the worst klci component counter, bleeding non stop,may limit down on monday
23/02/2019 17:26
icecool the next tm in the making
23/02/2019 17:50


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