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[转贴] AirAsia如我早前預計,拋售資產還債走向萎縮了!- 朱冠華

Tan KW
Publish date: Tue, 21 Jun 2016, 04:13 PM
Tan KW
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2016年6月21日 星期二 

 
AirAsia如我早前預計,拋售資產還債走向萎縮了!
 
我一直強調,AirAsia不是表面看到的成長公司,而是因為債台高築,必須走向大量發行新股,以及賤價出售資產來還債的走向萎縮的公司。
 
不久前大量發行新股籌集10億令吉,佔本來股票總數的16.7%
 
本來如此大量發股,股價必然大跌。但是AirAsia卻反常大漲,原因很容易明白。就是背後有人操作,推高股價以方面AirAsiaCEO可以讓自己另一家公司順利向銀行借到貸款來買新股(知道內幕者就說新股發售價RM1.88是安全支撐水平)。
 
但是籌到10億後,又如何?
 
債台高築AirAsia還是錢不夠用,繼續走向我說的道路--【大量發行新股,賤價出售資產還債】。
 
不久前,泰國King Power集團要以13亿9400万令吉,收購持有亞洲唯一賺錢的聯營公司Thai AirAsia 55%股權的Asia Aviation PCL
 
只要收購完成,Thai AirAsia就不再是AirAsia的了!(除非它另有其他管道間接持有Thai AirAsia
 
 
現在,AirAsiaCEO東尼还计划能以7500萬-1亿美元之间的價格,出售不斷虧損的Philippines AirAsia
 
當然,東尼也要對媒體說大話,將明明大虧錢的Philippines AirAsia,說成【做的好,有强劲的增长潜力(“The Philippine operation is doing well and has strong growth potential” )】
 
 
根據報導,AirAsia正在考虑聘请法国巴黎银行,瑞士信贷集团和兴业资本有限公司,以帮助出售其飞机租赁单位的计划。
 
也就是說,AirAsia要將拥有43A320空巴的 Asia Aviation Capital Ltd 賣掉!
 
雖然東尼不斷說飛機租賃業務多好多好,可以產生多少現金流,但是他還是要賣掉,可見沒有想像中那麼好。
 
Asia Aviation Capital Ltd 主要出租飛機給同集團的公司。出租29A330sAirAsia X ,也出租給Thai AirAsiaPT Indonesia AirAsia AirAsia India Pvt
 
東尼曾經說有人要出價10億美元來收購Asia Aviation Capital Ltd
 
因為債務過高而走向萎縮的AirAsia,東尼自然不會說老實話,而是用修飾美麗的言詞掩蓋自己拋售資產還債的問題,美化成說是【筹集资金并加强其财务状况(raise funds and strengthen its finances)】。
 
最後,東尼賣掉這些資產後,財務狀況會變得如何呢?
 
因為AirAsia內部複雜的子公司,孫公司,曾孫公司以及聯營公司,所以我很難推算出來。
 
 
 

http://ckfstock.blogspot.my/2016/06/airasia_21.html

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1 person likes this. Showing 15 of 15 comments

callmehorny

wahahaaaa............ need more article from you.. please more and more ... add oil .. o.P

2016-06-21 16:15

cruger12345

tHIS JOKER DOESNT KNOW WHAT THE HELL IS HE TALKING ABOUT !!!

2016-06-21 16:42

Icon8888

But has to give him credit... Everytime he writes will go up

2016-06-21 16:57

lzz88

Good writeup

2016-06-21 17:03

JN88

I think this writeup will push to RM3.

2016-06-21 17:06

JN88

AirAsia如我早前預計,拋售資產還債走向free debt direction!

2016-06-21 17:10

Icon8888

According to CIMB, the Leasing unit generated about RM130 mil net profit

If the buyer is willing to pay RM4 billion, it is valuing it at 30 times PER

If Air Asia doesn't sell, it is stupid

2016-06-21 17:12

JN88

Cash is King. Tony know better than us. Low oil price will help him generate huge cash also. So double cash.

2016-06-21 17:15

sato

thank you Mr.Choo.

2016-06-21 17:18

cruger12345

The value of aac does not RELY ON PE per se. It is huge order of a320 with Airbus. It has 307 orders of a320. With the current huge demand of a320 anyone wants to buy a320 will have to talk to tony. You place an order of a320 today you could only get it 5 years later. Imagine if the airlines of Asia in immediate expansion where could they get the a320 ? They will have to lease of even buy it from aac.

2016-06-21 17:39

Ricky Kiat

Everytime he writes will go up X 2 (^o^)

2016-06-21 17:42

i4investor

otak cacat this guy...can stop to post this guy write up...read lioa also follow cacat

2016-06-21 17:44

Lulu La

What a joke man

2016-06-21 18:15

YOLOOOO

I just thinking why today airasia up!!!

2016-06-21 19:08

goreng_kaki

Sell la.....will drop back 80 sen....

2016-06-21 19:18

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