亚航 5099 - 东尼的航空公司梦

Publish date: Fri, 15 Sep 2017, 12:30 AM

		
		“亚航” 这个字眼，相信缠绕了所有投资者非常长的一段时间了，它的消息它的一举一动，没有一个投资者不关心。无可否认，东尼在这方面做的非常成功，完全吸引了所有投资者的眼球。

		进入正题，个人相信，"特别股息”不会在短时间内发出去。以东尼的惯例，相信他会当每个人都认为这个"特别股息"的消息石沉大海的时候，才发布出来便再次推高股价。

		在去年，亚航宣布配售附加股给两位大股东，东尼与Kamarudin，而这项配售的金额高达10亿令吉。身为企业家，相信他们不可能自掏腰包，就算他们户口里有超过10亿的现金，所以这10亿肯定是借来的，那跟谁借就不重要了。那借来的钱肯定需要还，那个人便认为这两次的12仙股息背后的原因，其实是让他们有足够的资金去还这项贷款，也让好多投资者认为亚航变成了航空业的高息股。

		到了下一个问题了,根据bloomberg的资料，AAC的营业额占了亚航总营业额的20%，那亚航卖了AAC，这20%用什么来填补？？这可会影响该公司的收入以及投资者对它的未来展望。

		在年报里，亚航一直强调增加Ancillary Income，可是这也不可能弥补脱售AAC的空缺，如果等待搭飞机的需求增加来推动机票营业额，又太被动了。而昨天便看到一则新闻，东尼想在泰国联营廉价航空机场。个人认为这张牌如果真的打得出来，真的能大大增加该Ancillary Income。机场可以向其他航空公司收取租金和其他费用，除此之外，机场里面的店面也可以收取租金和广告费。再更早前，东尼也宣布将在越南联营廉价航空，在中国建设廉航终站。

		然而，每一项计划都还是需要一段时间去实现。但经历了亚航飞机坠落的事件后，认为东尼是非常有担当和有交代的一个老板。一切计划相信会一一实现，毕竟这可是他自小以来的梦想，让人人都能飞!

		股汇上

CAPITALA (5099)

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1 person likes this. Showing 1 of 1 comments

John Lu

Good

2017-09-15 07:47

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