Stop being naive. Most passengers see AAX as Airasia. If AAX got accident, they will only blame Airasia as a whole. Do you think Airasia will risk their reputation?

Safety Rating 7/7
https://www.airlineratings.com/ratings/airasia-x/

They have hedge more than 50% of cheap oil for 2019.

1Q19: $67 (53%)
2Q19: $64 (52%)
3Q19: $62 (52%)
4Q19: $61 (51%)

FYI,
average fuel cost:
4Q18: $89 (operating profit: 23.8M)
4Q17: $69 (operating profit: 110.7M)

Financial year 2018 has ended.

1. The operating cost (ex fuel) has reduced substantially in 2018;
2. Oil price has been nicely hedged;
3. More oil efficient planes are coming;
4. The performance of Thai AAX is encouraging with 5+ new planes;
5. Malaysia Ringgit is appreciating;
6. Debt is lower;
7. Relationship with China is getting better;
8. US crude oil export hit historical high;
9. EV is the trend;
10. Globalization, population, and the rise of middle class is the definite thing;
11. I don't think MAS is performing well.
12. Airasia has transferred some profitable routes to AAX, and I think this may happen again in the future;
13. The synergy with Airasia (digitalization, Bigpay etc) is the competitive advantage;
14. Last time the 2 bosses always talk cock without action, now they have acquired some shares at the first time, range 0.21 - 0.23, up to 57,290,700 shares.
15. IAAX that always makes loss has almost been cut.
16...

Of course there are some other advantages and risks, lazy to write.

What worry me the most is not the levy tax or competitors, it's the natural disasters.

I really like turnaround story, this way you can earn most (with confident), and the dividend would be attractive. Airasia was an example, don't you think that time was more risky as Tony had 0 experience in aviation industry? Music background? wtf? Now you can see regret from people's face when it's more expensive to enter.

So you know why Tony said financial year 2019 is the best year of AAX.

My first bought was 0.375, and averaged down at 0.235, now my average price is 0.295.

You may leave now but I will collect low. =)

Just my 2 cents.

https://klse.i3investor.com/servlets/staticfile/349779.jsp

888newbie, he zipped his lips but writing on twitter again.

"Very pleased with AirAsia X performance. Despite high oil price efforts of turnaround bearing fruit. 1st Qtr meeting budget."

"Two strong airlines Thailand and Malaysia. Thailand has huge potential. Losses from Indonesia ended. Stand by what I said earlier that this will be best year for Airasia. Profits will grow here. Especially with new platform business which will grow ancillary."

What is the error about?

Read before making your decision.

https://newsroom.airasia.com/news/2019/2/21/airasia-x-4q18-financial-results-net-operating-profit-of-rm274-million-despite-higher-fuel-price

Some people dont read financial statement, so do the newspapers. I will collect low

The Company posted NOP of RM27.4 million in 4Q18 as compared to NOP of RM119.8 million in the same period of 2017. This was mainly attributed by increase in average fuel price from USD69 per barrel in 4Q17 to USD89 per barrel in 4Q18. Net loss for the quarter stood at RM99.3 million as compared to profits of RM84.4 million in 4Q17 mainly due to impact of deferred taxation.

https://newsroom.airasia.com/news/2019/2/21/airasia-x-4q18-financial-results-net-operating-profit-of-rm274-million-despite-higher-fuel-price

Hmmm Later quarter Deferred Tax Gain 50M, this quarter Deferred Tax Loss 117M!!!!? Overall this quarter 4Q18 is much better than the 3Q18 in terms of the operating profit, but there was a Deferred Tax Gain of 50m in 3Q18 (otherwise last quarter would look worse) and has been transferred to this quarter.

AAX: The Group recorded a net operating profit of RM27.4 million in 4Q18, as compared to net loss of RM205.2million in 3Q18. The improved results are consistent with the seasonal pattern which is in line with the business trend of the Group.

The Group recorded a net operating profit of RM27.4 million in 4Q18, as compared to net loss of RM205.2million in 3Q18. The improved results are consistent with the seasonal pattern which is in line with the business trend of the Group.

Will be good, at least for this quarter, check the low oil price and rising ringgit between december and Feb. Those throwing are speculators flowing with the current oil price. When oil price low, they come here. When oil price rise, they go sapura.

Sabah hits record-breaking tourism numbers

https://www.malaymail.com/news/malaysia/2019/02/19/sabah-hits-record-breaking-tourism-numbers/1724459?utm_source=FBdlvr&utm_medium=facebook

Sabah hits record-breaking tourism numbers

https://www.malaymail.com/news/malaysia/2019/02/19/sabah-hits-record-breaking-tourism-numbers/1724459?utm_source=FBdlvr&utm_medium=facebook

Azmin Ali on helping to resolve Malaysia Airports-AirAsia dispute

Azmin said any new proposals to resolve the dispute including the setting up of a new terminal should be discussed and evaluated.

"I’m certain the government together with relevant ministry are more than happy to facilitate the discussions," he added.

https://klse.i3investor.com/blogs/kianweiaritcles/193273.jsp

林冠英：即起至6月30日．购50万房屋免印花税
https://www.sinchew.com.my/content/2019-01/31/content_2006040.html?fbclid=IwAR0gTqJZ6p5Wia3MYODL3KTaVWXvzPOixttxXPb_O3-74-D3ZS7W8lql9GA

Has anyone received the free warrant already?

This is the first time Tony and Kamarudin did action to acquire the AAX share. You can sell all, it's up to you. But the worse is over, it's just starting to depart.

DATUK KAMARUDIN BIN MERANUN 18-Dec-2018 Acquired 796,700 0.220 View Detail
TAN SRI ANTHONY FRANCIS FERNANDES 12-Dec-2018 Acquired 5,000,000 0.230 View Detail
DATUK KAMARUDIN BIN MERANUN 04-Dec-2018 Acquired 7,032,800 0.230 View Detail
TAN SRI ANTHONY FRANCIS FERNANDES 04-Dec-2018 Acquired 7,500,000 0.228 View Detail
DATUK KAMARUDIN BIN MERANUN 03-Dec-2018 Acquired 13,177,700 0.223 View Detail
TAN SRI ANTHONY FRANCIS FERNANDES 03-Dec-2018 Acquired 11,783,500 0.220 View Detail
DATUK KAMARUDIN BIN MERANUN 30-Nov-2018 Acquired 12,000,000 0.211 View Detail

DATUK KAMARUDIN BIN MERANUN and TAN SRI ANTHONY FRANCIS FERNANDES are acquiring the AAX shares for the first time. They have been talking cock only all this while, this is the first time they do action. Something is brewing, follow them before it's too late!

04-Dec-2018 Insider DATUK KAMARUDIN BIN MERANUN (a substantial shareholder) acquired 13,177,700 shares on 03-Dec-2018.
04-Dec-2018 Insider DATUK KAMARUDIN BIN MERANUN (a substantial shareholder) acquired 12,000,000 shares on 30-Nov-2018.
04-Dec-2018 Insider TAN SRI ANTHONY FRANCIS FERNANDES (a substantial shareholder) acquired 11,783,500 shares on 03-Dec-2018.
04-Dec-2018 Insider DATUK KAMARUDIN BIN MERANUN (a company director) acquired 13,177,700 shares at 0.223 on 03-Dec-2018.
04-Dec-2018 Insider DATUK KAMARUDIN BIN MERANUN (a company director) acquired 12,000,000 shares at 0.211 on 30-Nov-2018.
04-Dec-2018 Insider TAN SRI ANTHONY FRANCIS FERNANDES (a company director) acquired 11,783,500 shares at 0.220 on 03-Dec-2018.

04-Dec-2018 Insider DATUK KAMARUDIN BIN MERANUN (a substantial shareholder) acquired 13,177,700 shares on 03-Dec-2018.
04-Dec-2018 Insider DATUK KAMARUDIN BIN MERANUN (a substantial shareholder) acquired 12,000,000 shares on 30-Nov-2018.
04-Dec-2018 Insider TAN SRI ANTHONY FRANCIS FERNANDES (a substantial shareholder) acquired 11,783,500 shares on 03-Dec-2018.
04-Dec-2018 Insider DATUK KAMARUDIN BIN MERANUN (a company director) acquired 13,177,700 shares at 0.223 on 03-Dec-2018.
04-Dec-2018 Insider DATUK KAMARUDIN BIN MERANUN (a company director) acquired 12,000,000 shares at 0.211 on 30-Nov-2018.
04-Dec-2018 Insider TAN SRI ANTHONY FRANCIS FERNANDES (a company director) acquired 11,783,500 shares at 0.220 on 03-Dec-2018.

surprisingly not so much panic selling. That means the share price 0.235 already reflected this QR since Tony had mentioned about it long ago, and people are expecting good quarters coming. Oil price down, new plane is coming with more fuel efficiency. The group's strategy is to acquire as many market share and gradually increase the fare, we need to look long term.

https://oilprice.com/Energy/Oil-Prices/Trump-Thanks-Saudis-For-Lower-Oil-Prices-Wants-Even-Cheaper-Crude.html

Why run? Retailers run when everything is clear and profit is coming. This is why retailers always lose.

The Company’s performance in third quarter 2018 was impacted by the hike in fuel price and the provision for doubtful debt in relation to our Indonesian associate. However, we are confident that positive growth will return in coming quarters on the back of improved fare structures and better cost efficiencies.”

“Additionally, the Management maintains prudence in monitoring our operating expenses and are actively looking for more avenues to reduce cost ex-fuel further. Based on the observed booking trends, we are confident that the Company is in-line with a better 4Q18 as current forward load exceeds that of the previous year.”

Fuel price down, doubtful debt clear, 4Q18 show time.

https://newsroom.airasia.com/news/2018/11/21/bwxa920pk5ilr8258hy6jukx3sn1p4

Oil price rose sold at 0.235, oil price drops yet again selling for those accumulate at 0.235 and regret later, again and again.

It's not a boom anymore as already expected and reflected on the share price.

Crude Oil price has just dropped to 52 weeks low tonight, all in AAX tomorrow hehe

Government to impose levy for all passengers travelling overseas via air routes starting June 1, 2019. RM20 for passengers travelling to Asean countries, RM40 for other countries.

https://www.thestar.com.my/news/nation/2018/11/02/budget-2019-highlights-live/#ZfbjxxVHR9CuTF1H.99

http://www.sinchew.com.my/node/1808924?fbclid=IwAR0i_71qjga_zsCk_N46e06DelK232zArby6peBmSeVWyPW0XBwNkEVmdRY

Bad news? or doesn't really matter?

zhen wei & JP http://www.theedgemarkets.com/article/nadda-buranasiri-airasia-xs-new-...

New ceo.

----------------------------------------------

Good news? Bad news?

The future belongs to AAX.

https://oilprice.com/Energy/Crude-Oil/Can-Oil-Demand-Really-Peak-Within-5-Years.html

What happen? why drop to 1.20 today?

2018 first half estimated price 2800 - 3300

http://www.enanyang.my/?p=967907

拉尼娜虽成形 美元汇率走跌

棕油价料难破3100元

MIDF投行研究指出，澳洲气象局已经确定拉尼娜气候形成，马印的较高降雨量可能会导致水灾，这将干扰鲜果串的产量和运输，对原棕油价格而言稍微正面。

不过，分析员认为，拉尼娜对原棕油的影响，不及对南美大豆收成的冲击。过去而言，拉尼娜将在南美形成干旱气候，这会激励大豆油升高。

“我们预计，原棕油价格将会在近期涨到每吨2800至3000令吉的区间，这低于先前预期的2900至3100令吉区间，主要反映自较低的美元兑令吉水平。”

另一方面，彭博社对8位市场专才的调查结果，明年首季原棕油价预测，平均中位数企于每吨2700令吉，与当季的预测每吨2788令吉，可谓相形见绌。

RaboResearch食品及农业贸易高级分析员奥斯卡扎克拉指出，市场需注意产量增加现象。

“虽然首季一般上都是低产量季节，但明年首季的产量应该不会比今年的更低。因此，这将压制了原棕油价的潜在上升空间。我不认为明年首季的原棕油价会大幅攀升。”

有者甚至预测，原棕油价升势会在今年底前就开始终结。

Oil World执行董事汤姆斯米尔克称，原棕油价在未来四至八周内或会面临下行调整，但应该不会跌破每吨2650令吉。

另外，市场人士也一直关注拉妮娜气候对原棕油价的影响。

联昌国际期货经纪占德兰西纳萨米点出，因对于恶劣气候仍有顾虑，市场正在静观其变，但拉妮娜的严重程度仍是未知数。

“拉妮娜可使原棕油价升至每吨2950令吉。如果没有恶劣气候的影响，原棕油价至少要跌至每吨2600令吉。”

根据路透社的调查显示，我国截至上月底的棕油库存，预计将会升至近两年新高，主要是出口的跌速超越产量。

路透社访调的9位市场专才的调查结果，库存预计将会按月提高11.4%，至244万吨，是自2015年12月以来的最高水平，也是连续第五个月上涨。

目前，原棕油价格正处于四个月低点，今日闭市时报2537令吉，跌26令吉。

肯纳格投行研究指出，相信10月的高产季节已经过去，接下来较疲软的产量将会延续至明年1月。

同时，市场专才也预期11月的出口将下跌6%，至145万吨，是五个月来首次录得月跌幅。

一名位于吉隆坡的交易商指出，大部分的北半球国家如今处于冬季，且印度的需求可能较为平淡，影响出口表现。

http://www.enanyang.my/news/20171207/%E6%8B%89%E5%B0%BC%E5%A8%9C%E8%99%BD%E6%88%90%E5%BD%A2-%E7%BE%8E%E5%85%83%E6%B1%87%E7%8E%87%E8%B5%B0%E8%B7%8C-%E6%A3%95%E6%B2%B9%E4%BB%B7%E6%96%99%E9%9A%BE%E7%A0%B43100%E5%85%83/

Group’s Prospects

We expect quarter-on-quarter improvement in FFB yield as more estates are entering into the prime mature category. We also foresee improvement in the OER with the implementation of stringent
controls over the mills’ operational efficiency and FFB input quality.

As for the timber division, we will continue our efforts in obtaining the timber certification and the
pursuit of sustainable forest management practices in ensuring sustainable and optimum utilization
of timber resources for both the export market and downstream processing requirements.

Notwithstanding our endeavour to enhance yield and productivity from the oil palm operations, the
Group’s financial performance is also dependent on the movement of CPO prices and the weather
condition in the coming quarters.

highest margin and eps for the past 5 years, is it considered a good performance?

AGM Polling Results

RESOLUTION 1 : DECLARATION OF A FINAL SINGLE-TIER DIVIDEND OF 0.5 SEN PER ORDINARY
SHARE.

http://www.bursamalaysia.com/market/listed-companies/company-announcements/5620261