Privatisation can be local big boys and not a must to be foreigners. Wait n see. Getting interesting

Something good is coming, the volume this week was really bug, few % of mas issued shares had changed hand. Fingers crossed

from Mon to Today this week, almost one billion mas shares traded... must be cash rich group/investor, not by ikan bilis :)

the high volume this week was not false :)

privatisation by local tycoons if not by itihad. :)

same like PLUS, suddenly, high volume and rising, then offer price to take it private :)

very likely, privatisation may happen, khazanah exits from MAS.... now, the buyer just buy up as many cheap shares as possible from the open market before quoting an offer price for the remaining shares. grab while it is still cheap :)

Etihad would restructure mas from a to z :)

Ipo for mas eng, terminal services, firefly,maswings soon :)

Grab some mas shares , better late than never :)

I think etihad buying mas shares from the open market. They like to do that. Of course, with khazanah's permission.more good news to come. 30-40 sen + by next week :)

Hope that it will be above 30+ sen like pre 370 event

No more tax payers' money pumped into mas

No right issue. Sale of profitable subsidiaries. :)

Expected to rise further after the announcement of the plan

Up to 30kg & 2 bags for economy class

now, just wait for buyers' proposal for MAS, may 35sen for Khazanah's 69%++... just may be

more investors n speculators would jump in starting from now.... 2b announced anytime before or on this month end... cheap at 21sen, about the net asset value per share of mas.... with such incident mh370 and continuous worsening loss and election was over, politicians would agree to accept major change for MAS , could not lose tax payers' money non-stop indefinitely :)

moreover, maybank analyst said the loss in Q1 ws lower than expectation, he also said mas is better to be privatised and break up , more or less like what SIA did last time, ....fingers crossed

mas price never drop but rose today.... perhaps, someone knows better what will be announced by month end.... another round of goring.... similar to due prior to the announcement of share swap with airasia last time

Once the corp restructuring has been announced by month end, another round of goreng ... mas current price =netasset per share=21sen... around this level pending the announcement. It may even rise for those positive expectations from the announcement.

Remained at 21sen about its net asset per share pending annoucement of corporate restructuring by month end. Once announced, the goreng will start. Maybank analyst commented the loss for q1 was lower than his expectation. He even suggested privatisation and break up of mas into several units like sia. Election was over, the loss of mas is non-stop for several years, politicians could not continue to lose tax payers' money non-stop. Really gila.

up2khazanah, political will to change, not afraid to face the union for reducing excess staff, not afraid to renegotiate or cancel any unfair contracts, etc etc... just pray haha

It seems airlines companies are recovering in line with the recovering in the advanced economies :)

Solid Demand for Air Travel Continues
Press Release, 3 April
Air Freight Markets Continue Recovery
Press Release, 2 April
IATA Releases 2013 Safety Performance
Press Release, 1 April
Source : IATA

Unions are one of the hindrance to MAS's turnaround... the reversal of mas-airasia alliance was also due to union if not mistaken, politicians were afraid of losing the votes of union members if not mistaken :)

normal, some analysts are positive, negative about MAS.... the key is still dependence on what khazanah will do next. fingers crossed

as long as no more right issue for MAS like the recent one in 2013. Investors would like to play MAS shares for M & A , etc... Also, firefly is one of the cash cows of MAS which can be sold or listed :)
Firefly targets 20pc passenger growth



By BILQIS BAHARI | bt@mediaprima.com.my






SUBANG: FlyFirefly Sdn Bhd, which operates the Firefly airline, is targeting a 20 per cent passenger growth this year from two million passengers last year.

Chief executive Ignatius Ong said the airline will focus on capturing the leisure travellers market this year as it has a strong following from this group.

“The two million passengers we carried last year were a mix of local and foreign passengers, but most of them are were business travellers,” he said on the sidelines of Firefly’s 7th Anniversary celebration yesterday.

Ong said Firefly will focus on strengthening its network in Peninsular Malaysia as well as Asean, particularly Indonesia and Thailand, this year by increasing flight frequencies.

The airline, for example, plans to increase the frequency of its Subang-Penang route from 13 flights daily to 20 flights.

“But our growth depends on how fast we get the new aircraft,” Ong said, adding that Firefly expects to receive two new ATR 72-600s by year-end.

The airline currently has 14 aircraft comprising ATR 72-500s and ATR 72-600s.

In conjunction with its seventh anniversary, Firefly is offering all-in return flight tickets at RM77 for all its domestic destinations.


Read more: Firefly targets 20pc passenger growth - Nation - New Straits Times http://www.nst.com.my/business/nation/firefly-targets-20pc-passenger-growth-1.548364#ixzz2xs8HLI35

developed countries vs developing countries, :)

https://ph.news.yahoo.com/private-malaysia-airlines-042001412.html

A nice article about what MAS shall do. :)

The benefits of breaking up MAS were there and that was also something Singapore Airlines had done years ago for SIA Engineering, Tiger Airways and SATS.

I think firefly can be merged with malindo to go for IPO... turboprep with jet operations..(firefly's COO had said last time, never say never pertaining to jet operations.. airasia only has jet operations but without turboprep operations... or sell firefly to airasia so that airasia is similar to malindo with both jet and turboprep operations, airasia doesn't have turboprep operations now unlike malindo... firefly is liked a Fixed deposit to MAS now, also the engineering unit. Khazanah can do many things while waiting for a white knight :)

also, don't think there is another right issue for MAS which was carried out last year.... if no white knight is found, perhaps they could sell firefly n mas engineering (profitable biz units) via IPO... haha

I think at this price level, quite safe to invest in mas, just be patient to wait for news from khazanah. they were even able to find buyer for proton, why not MAS also? :)

don't think mas will fall below 20sen... in my opinion, khazanah will be searching for a white knight for MAS :)

10/03/2014 0.225 0.27 +0.045 (20.00%) HWANGDBS The most recent target price for MAS by HwangDBS was 27sen... at current price level around 21.5sen, still much lower than the target price :)

MAS's net asset per share =24sen as at 31/12/13... now, still below this... haha

good for transportation stocks


WTO expects international trade to grow faster than GWP







The World Trade Organisation (WTO) expects international trade to grow faster than gross world product (GWP) this year. Its Economic Counsellor, Dr Marc Aubion, said the recovery going on in developed countries (Europe and US) and other regions indicated stronger …

2nd most active stock today, khazanah had already found any buyers or strategic partners????any news?? haha

OTHERS Malaysian Airline System Berhad ("MAS or "the Company") - Petition for Discovery

MALAYSIAN AIRLINE SYSTEM BERHAD


Type Announcement
Subject OTHERS
Description Malaysian Airline System Berhad ("MAS or "the Company")
- Petition for Discovery





We refer to our earlier announcement on 27 March 2014 regarding the Petition filed in the US Court on behalf of one of the passengers against the Boeing Company and MAS. We have been advised that the said Petition has been dismissed by order of the US Court.

This announcement is dated 1 April 2014.





Announcement Info

Company Name MALAYSIAN AIRLINE SYSTEM BERHAD
Stock Name MAS
Date Announced 1 Apr 2014
Category General Announcement
Reference No MA-140401-63280

Malaysia Airlines’s safety performance versus Air Asia’s safety ...

www.malaysiaairlinesfamilies.wordpress.com/2012/02/12/malaysia-airline... Cached
MAS Corporate Safety and Security record has been excellent since 01 October ... To judge a safety record over 1 incident is like putting blinkers over you ...

BERNAMA - Malaysians Pledge Undivided Support For MAS
www.bernama.com/bernama/v7/newsindex.php?id=1026635 Cached
KUALA LUMPUR (Bernama) -- If it was meant to happen, it will happen, despite all precautions taken. That is the case with the Malaysian Airlines (MAS) Flight MH370 ...

Insurance companies will be affected by this incident. :)



MH370: Next-of-kin can start filing for insurance claims
news.asiaone.com/.../mh370-next-kin-can-start-filing-insurance-claims
KUALA LUMPUR - Next-of-kin of those on board the MH370 plane can start to file for life insurance claims now without having to wait for death certificates.Life ...



MH370: Insurers of flight MH370 brace for payout | Astro Awani
english.astroawani.com/news/show/mh370-insurers-of-flight-mh370... Cached
KUALA LUMPUR: The consortium of insurers of Malaysia Airlines Flight 370 led by Allianz are bracing themselves for a huge payout in respect of insurance claims ...



MH370: Families can now file insurance claims even without death ...
english.astroawani.com/news/show/mh370...file-insurance-claims-even... Cached
KUALA LUMPUR: Insurance companies have started processing the life insurance claims for families of passengers and crew on-board Malaysia Airlines (MAS) MH370 flight.

More Chinese travellers opt for aviation insurance after MH370, says ...
www.themalaysianinsider.com/...opt...insurance-after-mh370-says-paper Cached
Chinese travellers are not taking chances following the disappearance of Malaysia Airlines flight MH370 and are keener than ever to buy aviation accident insurance,

:)


MISSING MH370: MAS adequately covered by insurance - ANN
www.asianewsnet.net/MISSING-MH370-MAS...by-insurance-58179.html Cached
MISSING MH370: MAS adequately covered by insurance. News Desk. The Star. Publication Date : 19-03-2014 .

share price of mas is recovering :)

Missing MH370: MAS adequately covered by insurance







The Star/Asia News Network

Wednesday, Mar 19, 2014


PETALING JAYA - The cost of the search and rescue operation, as well as insurance matters related to the missing aircraft, are being handled by insurance brokers appointed by Malaysia Airlines.

The insurance companies will also pay for the accommodation of family members of the missing persons.


RELATED STORIES




MAS plane missing: All the latest reports



Even if the incident was the result of a terrorist attack, which is mere speculation at this point, MAS is adequately covered for all eventualities, said a source close to the matter.

US-based Willis Group Holdings is the insurance broker and the insurers comprise reputable companies in the aviation market, including Lloyd's.

The brokers and insurers have been working with MAS on every aspect of the cost issues since the aircraft went missing on March 8.

One factor that experts around the world warned about is that the search operation would be "costly and complicated".

It is the norm for airlines to insure their aircraft and the insurers will make sure the airlines keep the planes in good working condition.

MAS has a stringent aircraft maintenance and service policy.

Kerajaan, MAS dan industri penerbangan negara ‘sakit’ (Bahagian 2)



April 01, 2014




Nur Jazlan



Datuk Nur Jazlan Mohamed is a three-term MP for Pulai and the new PAC chairman. Apart from being in the new politics, he also writes for The Malaysian Insider while debating other matters at www.jazlan.net


Mungkin ia hanya satu kebetulan apabila saya menulis artikel bertajuk “Kerajaan, MAS dan industri penerbangan negara ‘sakit’ Bahagian 1” yang dikeluarkan di portal berita ini pada 6 Mac lalu, dua hari sebelum pesawat Sistem Penerbangan Malaysia (MAS) MH370, yang dalam penerbangan dari Kuala Lumpur ke Beijing hilang.

Kini, tumpuan seluruh dunia ke arah ke selatan Lautan Hindi ketika semua aset pertahanan serta perisikan tercanggih dunia giat melaksanakan operasi mencari dan menyelamat (SAR) pesawat MH370 yang hilang di kawasan berkenaan.



Ketika rakyat Malaysia serta waris keluarga 239 penumpang dan anak kapal MH370 masih berada dalam keadaan terkejut dilanda kesedihan akibat tragedi yang terus misteri serta tidak diduga itu, pelbagai implikasi serta kesan sudah pasti akan berlaku dalam industri penerbangan negara berikutan peristiwa berkenaan.

Apa yang pasti, “post” nahas MH370 akan memberikan kesan secara langsung kepada MAS, yang sebelum kejadian itu, melaporkan kerugian lebih RM1.7 bilion pertengahan Februari lalu untuk tahun kewangan 2013.

Sebagai syarikat penerbangan negara, dan dimiliki kerajaan melalui syarikat pelaburannya, Khazanah Nasional Bhd (Khazanah) pelbagai usaha dilakukan sejak 1998 bagi menyelamatkan syarikat ini, sesuai dengan statusnya sebagai “harta” milik Malaysia.

Namun timbul persoalan usaha serta pelan pemulihan MAS yang dilakukan Khazanah terus “memusnahkan” yang suatu ketika pernah dibeli dengan harga RM8 sesaham oleh tokoh korporat negara Tan Sri Tajuddin Ramli.

Masih ramai yang tidak lupa bahawa kerajaan menubuhkan Penerbangan Malaysia Berhad (PMB) dengan modal terbitan bernilai RM2 bilion untuk membeli pesawat-pesawat MAS yang kemudiannya dipajak kembali kepada MAS, dalam usaha mengasingkan pemilikan pesawat dan operasi yang dinamakan pelan penstrukturan WAU (Widespread Asset Unbundling) pada 202.

Melalui skim berkenaan, liabiliti MAS untuk membeli pesawat dipindahkan kepada PMB dan MAS dijangka akan terus untung kerana hanya menanggung kos operasi penerbangan sahaja.

Tidak sampai beberapa tahun, pelan pemulihan berkenaan gagal, dan PMB terkubur sehingga mengakibatkan kerajaan melalui Khazanah terpaksa menyerap semua kerugian yang dianggarkan bernilai berbilion ringgit.

Selepas mencatatkan kerugian mega pada tahun kewangan 2011 berjumlah lebih RM2 bilion, pemegang saham utama MAS melancarkan pelan penstrukturan MAS dengan melancarkan pembiayaan untuk syarikat penerbangan negara ini, yang berjaya menghasilkan dana sejumlah RM9 bilion.

Pelan pembiayaan untuk MAS itu, sebahagian besar dibiayai terbitan bon oleh Kumpulan Simpanan Pekerja (KWSP) dan Kumpulan Wang Amanah Pencen (KWAP), dua tabung amanah caruman rakyat yang bertujuan untuk menjaga kepentingan pada masa tua.

Malah pada ketika itu, terbitan “perpetual bon” untuk membiayai kos operasi dan bukannya untuk pembelian aset sehingga diwarwarkan sebagai suatu pembiayaan perniagaan yang inovatif khusus untuk menyelamatkan MAS.

Bagaimanapun, kerugian demi kerugian yang terus dicatatkan MAS walaupun mempunyai wang hasil pembiayaan daripada KWSP dan KWAP dan ia dapat disaksikan dengan penurunan harga saham syarikat berkenaan daripada RM1.35 sen kepada RM0.30 sebelum tragedi MH370.

Jadi, timbul persoalan dimanakah peranan Lembaga Pengarah KWSP dan KWAP, yang membenarkan wang pencarum digunakan untuk membiayai operasi MAS tetapi syarikat itu terus mencatatkan kerugian.

Lebih menghairankan alasan yang digunakan untuk menubuhkan PMB diketepikan apabila MAS kembali pesawat baru, seperti Airbus A380 yang berharga berbilion ringgit dan menggantikan pesawat lama.

Langkah berkenaan sebenarnya amat penting dalam memastikan syarikat penerbangan ini, terus dapat kekal bersaing dengan kompetitif dengan syarikat penerbangan antarabangsa lain.

Yang menghairankan saya, MAS tidak sepatutnya mencatatkan kerugian sebelum penstrukturan semula kerana susut nilai pesawat yang rendah tetapi dengan pembelian pesawat baru, susut nilai dijangka akan meningkat.

Selain itu, sejak kebelakangan ini, pengurusan MAS juga melancarkan perang harga demi survival bisnes mereka hingga menyebabkan syarikat penerbangan penuh ini, dilabelkan sebagai syarikat penerbangan murah.

Tindakan ini, jelas menjejaskan syarikat penerbangan tambang rendah seperti AirAsia dan Malindo Air sehingga ada tuduhan kerajaan tidak telus dengan menggalakkan persaingan antara sebuah syarikat penerbangan penuh serta syarikat penerbangan murah.

Sebenarnya, kerugian demi kerugian yang terus dicatatkan MAS walaupun menerima suntikan pembiayaan khas daripada kerajaan melalui KWSP dan KWAP ini, seakan mengulangi semula sejarah PMB yang akhirnya terpaksa

M'sians pledge undivided support for MAS




Posted on 1 April 2014 - 11:54am
Last updated on 1 April 2014 - 01:44pm










Print





KUALA LUMPUR: If it was meant to happen, it will happen, despite all precautions taken.

That is the case with the Malaysian Airlines (MAS) Flight MH370 that went missing en route from Kuala Lumpur to Beijing on March 8.

However, many among us have been so carried away by emotions and political interests that we misdirect our anger and come up with conspiracy theories.

Is not what is more important at this time solidarity, as the country is facing a challenge unlike any nation has before?

It is sad that there are Malaysians who even resort to attacking the credibility of MAS, one of the best airlines in the world.

Stop pointing fingers

Former flight attendant V. Priscilla Jayakanes, 34, said some Malaysians have unfairly rated the level of safety and security of national carrier Malaysia Airlines by basing it on the MH370 incident alone.

"All airline companies employ the same methods of training and will only recruit pilots who are highly experienced.

"It is unreasonable to blame MAS when we have yet to establish the fate of the plane. Accidents can happen anywhere, maybe at home or while on a car journey with loved ones. Are we going to leave the house or refuse to travel by car?" she reasoned.

Priscilla said it was only logical to continue life as usual and found no need to discuss ways to reinstate confidence in the national carrier.

"I think Malaysians need to be mature and rational when discussing this issue," she said.


Still a fan of MAS

Priscilla, who had 11 years of experience under her belt, said that the incident did not at all affect her faith in the national airline's credibility and would readily travel by MAS in the future.

University lecturer Kenneth Lee Tze Wui, 29, agreed and vowed continuing support for the flag carrier.

Twenty-eight-year-old Nor Saifullah Ramada Syahruddin acknowledged that the incident have affected the image of the national airline, but believed that Malaysians should continue to shower it with undivided support.

"Yes, the incident has hugely impacted MAS, but we, as Malaysians, have a responsibility to help rebuild its good reputation," he said.

He said what happened was unprecedented and hoped the issue would not be politicised, as doing so may hurt the feelings of many parties.


On resignation of MAS CEO

Sadly, the bizarre incident had not only been politicised, but recently, there were also attempts at pressuring MAS Chief Executive Officer Ahmad Jauhari Yahya to resign, in light of the MH370 incident.

Insurance adjuster Vishnu Morgan, 31, said fellow Malaysians should not be to quick to blame leaders but need to review the system itself.

"Asking him to resign at this stage of the incident is not a good idea. This is not the time to start anew with a new CEO," he said.

Vishnu, who flew by MAS at least thrice a year, also said he would continue with the airline, as it was still one of the best in the world.

Priscilla, meanwhile, believed that no one had the right to call for Ahmad Jauhari's resignation.

In addition to that, the latter was more acquainted with every effort and challenge presented during the course of unravelling the mystery of the missing airplane.

The Boeing 777-200ER jetliner carrying 227 passengers and 12 crew members, left the KL International Airport at 12.41am on March 8 and disappeared from radar screens about an hour later. It was to have landed in Beijing at 6.30am on the same day.

Seventeen days after its disappearance, Prime Minister Datuk Seri Najib Abdul Razak on March 24, announced it "ended in the southern Indian Ocean" based on an unprecedented type of analysis of satellite data by the United Kingdom satellite telecommunications company Inmarsat and the UK Air Accidents Investigation Branch.

A multinational search is going on in the southern Indian Ocean where the Boeing 777-200ER aircraft, which had veered off course, is believed to have gone down. – Bernama

http://www.thesundaily.my/node/246590

Education – it’s quality that matters


Posted on 31 March 2014 - 06:32pm

Azman Ujang








ONE "breaking news" that got lost in the avalanche of news stories on Flight MH370 over the last three weeks is alarming on its own merit.

sundaily :)


Australia warns MH370 search could take 'long time'
PERTH: Australia warned Tuesday the hunt for missing Flight MH370 could be long and frustrating as a vessel equipped with a specialised "black box" locator raced against the clock to reach the Indian Ocean search area. Despite an extensive multinational search southwest of Perth, no wreckage has been identified since the Malaysia Airlines plane vanished on March 8, with objects r [more...]

:)
5 things to watch in airline industry in 2014

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Wright Amendment one year away
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By Andrea Ahles

aahles@star-telegram.com

If 2013 was the year of the world’s largest airline merger, then 2014 will be the year of the Wright Amendment.

The end of flight restrictions at Dallas Love Field will be among the top stories to watch in the local airline and aviation industry in 2014. Here’s what we’ll be watching.


The Wright Amendment

For 35 years, the Wright Amendment has restricted flights from Dallas Love Field to several nearby states. But starting in October, carriers can fly anywhere in the U.S. from Love. Southwest Airlines, which dominates the 20-gate airport, will likely alter its flight schedule to include trips to New York, Chicago and Los Angeles instead of flying a dozen times a day to Houston or San Antonio. Delta Air Lines has announced plans to add four cities to its operations at Love. But it remains to be seen how the changes will affect fares on competing flights at Dallas/Fort Worth Airport.


American merger

The deal is finally done and now the hard work begins to bring together American Airlines and US Airways. The airlines, which completed their merger in December, are combining two operations into the world’s largest carrier. US Airways is expected to drop out of United Airlines’ Star Alliance and join American’s Oneworld group in the first quarter. Customers will also be able to earn and burn frequent-flier miles on each airline this month. Most of the major technology integration is unlikely to happen until 2015, but the airline’s new leadership will need to tackle thousands of policies and processes this year.


New leader at DFW

After 19 years of Jeff Fegan’s steady leadership, DFW Airport has a new pilot at the helm. Former Virgin Australia executive Sean Donohue took over the top spot in late October and hasn’t made any significant changes yet. But in 2014, Donohue will face renewed competition from Love Field when the Wright Amendment ends and will try to keep cost overruns in check on the airport’s $2.3 billion terminal renovation project.


Cellphones on planes

The Federal Aviation Administration appears poised to allow fliers to make cellphone calls during flights. Several carriers, including Delta and Southwest, have publicly said they won’t allow cellphone use. But if the government does allow calls, it will be interesting to see which carriers let their travelers yak all they want.


Airline profits

2012 was a good year for airlines. 2013 was even better. Could 2014 be the best ever? The International Air Transport Association said it expects global airlines to earn a net profit of $19.7 billion in 2014 on revenue of $743 billion. If that occurs, it will be the largest profit for the airline industry, the association said. Passenger demand is expanding in the 5 to 6 percent range, and passengers are paying more in ancillary fees, which help boost revenue.

Andrea Ahles, 817-390-7631 Twitter: @Sky_Talk


Read more here: http://www.star-telegram.com/2014/01/01/5454791/5-things-to-watch-in-airline-industry.html#storylink=cpy

The TSA says allegations of agents having low morale and targeting and making fun of travelers at Chicago O'Hare are lies or describe long-abandoned practices.

The TSA says allegations of agents having low morale and targeting and making… (Scott Olson / Getty Images )


The world's airline industry has rebounded from the recession and expects 2014 to be the most profitable year on record, thanks to stable fuel prices and growing travel demand.

That's great news if you're an airline executive or shareholder. But don't expect the suddenly well-off airlines to pass along their good fortune to passengers by slashing fares.

http://articles.latimes.com/2014/feb/09/business/la-fi-travel-briefcase-20140210