[AIRASIA GROUP BHD，燃料成本高，区域货币疲软，菲律宾政府限制前往长滩岛的旅行]

由于机位增加17％，2Q18的负荷系数为86％，而2Q17年则为89％。平均票价同比下降3％，而亚航的总体RASK从2Q17的15.35仙下降3％至2018年第2季的14.83仙。由于燃料价格上涨以及飞机维护和租赁成本增加，亚航的净营业利润总额同比下降18％至3.248亿令吉（对比2017年第2季的3亿9540万令吉）。

泰国亚洲航空公司的乘客收入同比下降4％，座位载客率下降1个百分点至85％。泰国亚洲航空在2Q18的营业亏损为4.878亿泰铢，而2017年第2季度的营业利润为3.97亿泰铢。泰国亚洲航空的2Q18净亏损为5.675亿泰铢，而2017年第2季度的净利润为3.101亿泰铢。如损益表所示，亚航集团有限公司本期间的净亏损为3200万令吉（截至2017年6月30日止季度为1,730万令吉）。

亚航印度于这季度录得净亏损6.182亿卢比（截至2017年6月30日止季度：净亏损2.447亿卢比），其中RM零（截至2017年6月30日止季度：零令吉）为亚航集团Berhad在损益表中的权益账户。

亚航日本于这季度录得净亏损4,030万令吉（截至2017年6月30日止季度：净亏损4,220万令吉），其中2,530万令吉（截至2017年6月30日止季度：2070万令吉）为亚航集团有限公司在财务报表中列账的股本。

亚航于这季度的净利润为3.152亿令吉。与截至2018年3月31日止的前一季度的净利润10.903亿令吉相比，这减少了7.751亿令吉。

前景：
他们继续面临阻力，燃料成本高，区域货币疲软。在普吉岛发生渡轮事件后，他们面临泰国的挑战，这些事件抑制了中国的需求。第三季度通常是前往长滩岛旅游的高峰季，但不幸的是，菲律宾政府限制了前往该岛的旅行。
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James Ng Stock Pick Performance:
Since Recommended Return:

1) Gtronic (GLOBETRONICS TECHNOLOGY BHD), recommended on 8 Jul 18, initial price was RM2.17, rose to RM2.84 in 1 month 26 days, total return is 30.9%

2) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM0.855 in 22 days, total return is 19.6%

3) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM0.875 in 2 month 2 days, total return is 10%

4) PMETAL (PRESS METAL ALUMINIUM HOLDINGS BHD), recommended on 26 Aug 18, initial price was RM4.78, rose to RM4.98 in 8 days, total return (including dividend RM0.015) is 4.5%

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 https://web.facebook.com/jamesshareinvest/ 与我联系

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James Ng
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[AIRASIA GROUP BHD, high fuel costs and weakening regional currencies, Government of Philippines has restricted travel to Boracay]

Load factor was at 86% in 2Q18 compared to 89% in 2Q17 due to 17% increase in capacity. Average fare has reduced 3% year on year, whilst the overall RASK of the Group has decreased 3% to 14.83 sen in 2Q18 from 15.35 sen in 2Q17. The total net operating profits of the Group has decreased 18% year-on-year to RM324.8 million from RM395.4 million in 2Q17 as a result of higher fuel prices and increase in maintenance and leasing costs on aircraft.

Thai AirAsia unit passenger revenue decreased 4% year-on-year whilst the seat load factor decreased 1 ppt to 85%. Thai AirAsia’s operating loss was at THB487.8 million in 2Q18, compared to an operating profit of THB397.0 million in 2Q17. Thai AirAsia’s net loss was at THB567.5 million in 2Q18, compared to a net profit of THB310.1 million in 2Q17. AirAsia Group Berhad has equity accounted net loss of RM32.0 million (RM17.3 million in the quarter ended 30 June 2017) in the current period, as reflected in the income statement.

AirAsia India recorded a net loss of INR618.2 million (quarter ended 30 June 2017: net loss of INR244.7 million) in the quarter under review out of which RM nil (quarter ended 30 June 2017: RM nil million) is equity accounted in the AirAsia Group Berhad income statement.

AirAsia Japan recorded a net loss of RM40.3 million (quarter ended 30 June 2017: net loss RM42.2 million) in the quarter under review of which RM25.3 million (quarter ended 30 June 2017: RM20.7 million) is equity accounted in the financial statements of AirAsia Group Berhad.

The Group had a net profit of RM315.2 million for the quarter under review. This is RM775.1 million lower compared to the net profit of RM1,090.3 million in the immediately preceding quarter ended 31 March 2018.

Prospects:
They continue to face headwinds against them, being high fuel costs and weakening regional currencies. They face challenges in Thailand following the ferry incident in Phuket which has dampened demand from China. Third quarter is usually the peak quarter for travel to Boracay but unfortunately the Government of Philippines has restricted travel to the island.
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James Ng Stock Pick Performance:
Since Recommended Return:

1) Gtronic (GLOBETRONICS TECHNOLOGY BHD), recommended on 8 Jul 18, initial price was RM2.17, rose to RM2.84 in 1 month 26 days, total return is 30.9%

2) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM0.855 in 22 days, total return is 19.6%

3) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM0.875 in 2 month 2 days, total return is 10%

4) PMETAL (PRESS METAL ALUMINIUM HOLDINGS BHD), recommended on 26 Aug 18, initial price was RM4.78, rose to RM4.98 in 8 days, total return (including dividend RM0.015) is 4.5%

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 https://web.facebook.com/jamesshareinvest/

In order to facilitate the query of the company and stock picking articles and videos I have written, an index has been produced. Everyone can find company and stock picking articles and videos from https://klse.i3investor.com/blogs/general/170872.jsp by date.

James的股票投资James Share Investing Blog: https://klse.i3investor.com/blogs/general/

James的股票投资James Share Investing Blog Index: https://klse.i3investor.com/blogs/general/blidx.jsp

If you want to join my WhatsApp group (there will be no James Ng's stock pick inside), please PM or email me your handphone number.

Final decision is always yours, thank you.

James Ng