2015年,AirAsia對聯營公司的投資(Investment in associates),從2.3億令吉暴增到10.2億令吉,增加7.9億令吉。 但是同年顯示的資本開支只有6.1億令吉,這裡面到底有多少屬於associates? 加上對associates的股份认购開支 7869萬令吉,差額相差約1億令吉。 到了2016年首季,Investment in associates三個月內增加2.6億令吉至12.8億令吉。同期的資本開支加上認購associates的股份,總額是1.5億令吉,相差1.1億令吉。 AirAsia這一年多增加了過10億令吉的associates投資,是什麼貨色? 是: AirAsia Philippines Inc Asian Contact Centres Sdn. Bhd. Think Big Digital Sdn Bhd (“BIG”) Malaysia AAE Travel Pte Ltd (“AAE Travel”) PT Indonesia AirAsia (“IAA”) Indonesia Thai AirAsia Co. Ltd (“TAA”) Thailand AirAsia Go Holiday Co. Ltd Thailand AirAsia Inc (“PAA”) Philippines AirAsia (India) Private Limited AirAsia Japan Co., Ltd 如果我沒有記錯,好像這些公司【幾乎】都是虧錢的。 而AirAsia到底增加投資哪一間associates呢? 我想應該是PT Indonesia AirAsia (“IAA”) 吧? 因為Amounts due from associates裡面,幾乎都是和它有關。 更了不起的是,PT Indonesia AirAsia (“IAA”) 在2014年沒利潤數據,2015年虧錢1.7億令吉。 但是它卻有本事將在2015年就對AirAsia的Amounts due from associates,從23.0億令吉減少至11.4億令吉。 一年減去了11.6億令吉? 真是怪事! 畫公仔不需要畫出腸,自己去想吧!
http://ckfstock.blogspot.my/2016/06/airasia_7.html
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Created by Tan KW | Nov 22, 2024
Created by Tan KW | Nov 22, 2024
His theory is ' I missed the boat all the way from 1.6 to 2.6 now. What can I do.'
2016-06-07 18:44
Loan to associate was capitalised as investment in associate as required by Indonesia authority to improve the deficit in shareholders funds of Indonesia Air Asia. Please don't simply panic other investors.
2016-06-07 19:00
What is the purpose for him to write so many articles without any benefit?
The only reason is he missed out the boat and wish to collect some at lower price.
2016-06-07 20:18
Adi_Investor
補上:【associates不需要將自己的營業額,資產負債表並入AirAsia。】
2016-06-07 17:50