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2019-01-31 14:17 | Report Abuse
HONG KONG (Jan 31): Citigroup strategists downgrade AirAsia Group Bhd to neutral from buy and raise their price estimate to RM3.01 from RM2.92 as they expect dividend yields to generate 5.6% total return.
* AirAsia earnings multiple is around a 13% discount to global peers; valuation looks fair as a 13% earnings decline seen at AAGB vs 11% growth at peers, Citigroup strategists led by Kaseedit Choonnawat write in a revised note dated Jan. 31
** Note corrects errors in share-count that affect per-share estimates and PT and rating; fundamental views remain unchanged as do underlying estimates, Citi says
* Cuts 2019/20 earnings ests by 11%/19% to reflect higher aircraft ownership costs and lower leasing income after divesting 79 aircraft in 2018 and a planned 25 in 2019
* See risks from potentially higher airport charges and departure levies, which would equate to additional expense of ~19% of 2019 earnings on an annualized basis; says AAGB may convince Malaysian government not to increase those charges
* See limited pricing pressure in Malaysia’s short-haul market as three key players plan to ease growth into the summer; that’s inadequate to gauge stock-price direction for AAGB as it’s going through a cycle of financial transformation
** “AAGB’s strategy at the current juncture is arguably akin to a private equity, where it invests in businesses from start-ups and exits at attractive valuation such as Thai AirAsia’s IPO in 2012 and the ongoing aircraft divestments”
2018-11-08 18:20 | Report Abuse
Tomorrow morning Suspend for announcement????
2018-10-26 19:20 | Report Abuse
This is presentation when the 2018 q2 result come out. https://ir.airasia.com/misc/2Q2018-presentation-airasia.pdf
2018-10-26 19:18 | Report Abuse
Second thing base on 2018 q2 presentation slide, Tony alreday mention this q3 load factor will be around 82-83%. That meant match with what Tony expect. In the presentation also the Management expect 4th q 2018 load factor will be back to 86-88% base on the current booking. For me 2.38 is at oversold & undervalue price.
2018-10-26 19:13 | Report Abuse
Base on the current year load factor, that is consider ‘tak bagus’ will suffer AirAsia operating profit. Low load factor + higher oil price in q3 May affect AirAsia operating profit by 150mil income. But AirAsia current price at 2.38 can consider already count in all this bad segments. The shareprice trade at current value alreday drop 50% from the highest price that is 4.75 in March 2018. For me, this price is undervalue and consider oversold with a company that got cash in hand RM2.00 per share .
2018-10-23 22:36 | Report Abuse
Tony got Korean Ah Moi, guarantee can sleep well lar
2018-10-23 22:35 | Report Abuse
But I can’t sleep well this two week, 5099 from 3.05 to 2.45
2018-10-23 21:21 | Report Abuse
This week, world to budget airlines started the engine alreday, Ryanair, Easyjet, Southwest Airlines...... you all try to search the data.
2018-10-23 21:19 | Report Abuse
Hope all the AirAsia supporters will get big bonus this time, enjoy the ride, sure no bring you all to Holland. AirAsia not even got a lots aeroplane, this Company also got a lots of CASH......
2018-10-23 21:16 | Report Abuse
AirAsia will back to RM3.00 soon, 25% from the current price. Oversold.....
2018-10-23 21:14 | Report Abuse
Do you thing that is a opportunity or trap??? Just make your own judgment what is the fair value of AirAsia !!!
2018-10-23 21:11 | Report Abuse
Now you buy a company that got around cash in hand 1.80-2.00/ per share with the share price only @ 2.40. Is that crazy!!!!! That meant You buy AA with only 60 sen. AirAsia is a cash rich company, do you thing worth to buy @ 2.40???
2018-10-23 20:06 | Report Abuse
Today AA already touch the bottom line d, tomorrow will take off above 2.50. You all collect at the bottom line d ?????
2018-10-19 22:58 | Report Abuse
Dare to buy below 2.60. Is the best entry level.
2018-10-19 22:57 | Report Abuse
Don’t worry about the price drop, AAGB will back to 3 soon. Next week is a last call to add more.
2018-10-19 22:55 | Report Abuse
AAC will completed during next week before 31 Oct 2018. Stay tune for the good news. Special dividend likely more than 60 sen.
2018-10-19 22:51 | Report Abuse
What happened today is warrant issuer merchant damp the price down to protect losing a lots when the special dividend declare. This case Tony must take action again those big shark. Tony must show the good 3rd quarter financial result, those big shark always push down the AAGB price when the warrant issue going to expired.
2018-10-19 22:43 | Report Abuse
2018 3rd quarter load factor expected 83% by AAGB when they released the 2nd quarter financial report.
2018-10-19 22:41 | Report Abuse
Kaka22 The announcement merely says their intention to deal shares during closed period.
This is meant AAB will announce 3rd quarter load factor within these few day.
2018-10-19 17:07 | Report Abuse
They got a lots of trading account, Account X sell @ 2.56 the. account Y acquire at 2.56 with big volume.
2018-10-19 16:57 | Report Abuse
All warrant issue merchant play the game, the scare AA will declare special dividend this two weeks. That’s y they press down the price...
2018-10-02 08:08 | Report Abuse
One good news and one bad news, how is today price react??? Below RM3 or stay above RM3???
2018-10-02 07:34 | Report Abuse
Today will drop due to high oil price shoot above USD85. Anybody still not yet buy can try to buy today, is good time to entry to get huge dividend. Good luck
2018-05-29 21:27 | Report Abuse
Big shark will push up the price to 3.45-3.48 by tomorrow
2018-05-25 19:57 | Report Abuse
Rebound one cent ??? Or rebound 5%???
2018-05-17 23:12 | Report Abuse
JN88, buy AA when drop below 3.30... End of the year will surplus RM4.00. 20% within 6 months, consider good return already.
2018-05-16 22:52 | Report Abuse
End of third quarter for initial part, another 4 months to complete the deal... Tun better, no need one week to settle all the things.
Stock: [CAPITALA]: CAPITAL A BERHAD
2019-01-31 14:18 | Report Abuse
Citibank U-Turn pula, not even Malaysia like u-turn, HK also like U-turn